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TABLE OF CONTENTS
                                         20 Principles FOR leading CHANGE




CHAPTER ONE                         CHAPTER TWO                    CHAPTER THREE                     CHAPTER FOUR                   CHAPTER FIVE

Lay the                             Know Your                      Connect and                       Build Deeper Relation- Listen and Learn
Groundwork for                      Customers Like                 Share With                        ships by Engaging      From Public Social
Social Success                      Never Before                   Colleagues Instantly              Customers in New Ways Networks

 1   Define the Vision               5   Make Your Customer King    7   Empower Your Employees       12   Treat Your Prospects      16   Create a Social
                                                                        With Social Tools                 Like Trusted Partners          Listening Center
2    Set Clear Social Goals          6   Get One View of Your
                                         Customers                  8   Tear Down Departmental       13   Create Fans for Life      17   Establish Rules of
3    Create Purpose                                                     Silos Instantly                                                  Engagement
                                                                                                     14   Crowd-Source Innovation
4    Establish a Social Taskforce                                   9   Turn Weak Ties Into Strong        From Your Community       18   Attract Fans With
                                                                        Connections                                                      New Social Experiences
                                                                                                     15   Market at the Speed
                                                                   10   Build a Results-Driven            of Social                 19   Amplify Your Evangelists
                                                                        Workplace                                                   20   Bring Your Products Into
                                                                   11   Make Social Part of Every                                        the Conversation
                                                                        Business Process
Introduction
Let’s face it: Part of you—or maybe all of you—
wonders how important and lasting this social
phenomenon will ultimately end up being. Is it
worth dedicating some of your organization’s
valuable time and resources to this?

The answer is yes.

Now is the time to get serious about social and
put your business fully on the path to becoming
a Social Enterprise. This book will show you how
to get there through a series of short—but
impactful—principles. Read it, start thinking, and
then do something social: Share it with someone in
your company who can help make it happen.
CHAPTER ONE




Lay the Groundwork
for Social Success
Convey clear benefits to your business, customers, and employees
CHAPTER ONE   CHAPTER TWO    CHAPTER THREE   CHAPTER FOUR   CHAPTER FIVE




                        By now it should be clear that social is not a fad. Every-   technologies, trends, and objectives that are
                        thing from how we process and consume information            a match for your larger business goals. Only
                        to how we engage with customers, prospects, partners,        then will you be ready to operationalize your
                        employees—and everyone—has changed forever.                  organization for new social opportunities.

                        Today, one in every five minutes online is spent on
                        Facebook, 250 million tweets go out every day, and You-
                        Tube has morphed from a hub for crazy cat and baby
                        videos into a bona fide entertainment destination and
                        the third most-popular website in the world (after Google
                        and Facebook), according to Alexa.

                        Almost overnight, brands have moved from 1-to-1 cus-
                        tomer conversations to 1-to-1-millions. Your communities
                        have a voice, and thanks to social networks, it’s a louder
                        and more powerful one than any other time in history.                         “The biggest game-
                        These networks are so influential because they’re pow-                         changer over the next
                        ered by people and designed for their benefit. People                          five years in business
                        like your customers and prospects are at the center of                         productivitycreating the
                                                                                                           Burberry is
                                                                                                                       will be how
                                                                                                           ultimate social enterprise.
                        this customer-led revolution —and that’s what makes                            companies use social
                        social a game changer for business.                                            media.”
                                                                                     “You have to be totally con-
                        No one knows your unique business better than you.                       Enrique Salem
                        That’s why you can’t exactly copy someone else’s Social
                                                                                      nected with everyone who
                                                                                                 CEO, Symantec
                        Enterprise blueprint and apply it to your own company.        touches your brand.”
                        Your specific social strategy must account for the            Angela Ahrendts, CEO, Burberry
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     Everything begins with conveying what           Expectations of engagement, listening, and
                                                     social media means to your business,            learning are inherent. It’s not just about

         1                                           your customers, and your employees—
                                                     and how everyone will benefit.
                                                                                                     getting closer to customers and employ-
                                                                                                     ees; it’s about empowering them, learning
                                                                                                     from them, and leading them.
                                                     Before we take any steps forward, let’s step

Define                                               back and think about the possibilities. How
                                                     can social media improve customer and
                                                                                                     Your vision should inspire your internal
                                                                                                     audience, certainly. But it should also

the Vision                                           employee relationships? What do these re-
                                                     lationships look like over the course of one,
                                                                                                     be inspirational to people outside your
                                                                                                     organization. Challenge yourself to write
                                                     two, or even three years? These types of        something that makes your communities
                                                     forward-thinking questions set the founda-      think, “That’s a company I want to do
                                                     tion for the vision.                            business with.”

                                                     In defining your vision, remember that
                                                     social channels are designed for two-way
                                                     conversations; they’re not just another
                                                     marketing channel for broadcasting
                                                     your message.
                                                                                                          Either business gets
                                                                                                              social or it gets
                                                                                                                   left behind

 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20                      (Source: Gartner, Business Gets Social)
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     Once you’ve articulated your vision, it’s        At every step, be sure that your mission
                                                     time to define your mission and give             (and your vision) aligns with business

     2                                               more details on how your organization
                                                     will invest in social technologies, modify
                                                                                                      priorities and objectives. Set milestones
                                                                                                      and checkpoints to ensure that your
                                                     relevant processes as necessary, and em-         Social Enterprise transformation is on
                                                     power champions to lead the social trans-        course. Document expectations and set

Set Clear                                            formation at every level.                        clear goals that support your overall
                                                                                                      corporate goals.
Social Goals                                         It’s no simple task, of course. The explo-
                                                     sion of social media sites and technologies
                                                     means the possibilities are virtually end-
                                                     less. Consider starting small with a few key
                                                     social channels, then making modifications
                                                     and additions as you spread your social               70% of enterprises
                                                     wings. Don’t lose sight of the fact that tech-          achieve business
                                                     nology is not the end game and social
                                                     media—in and of itself—is not a strategy.
                                                                                                         objectives with social
                                                                                                         media yet only 43%
                                                                                                          have a formal social
                                                                                                         roadmap to address
                                                                                                                    their goals

 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20                                 (Source: Altimeter Group)
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     Social media is a very personal and emo-           You can’t do this alone. Now that you
                                                     tional landscape. As such, your Social             have a vision, mission, and purpose

     3                                               Enterprise strategy requires a purpose to
                                                     motivate your team and customers to join
                                                                                                        documented, it’s time to pull together a
                                                                                                        trusted group of change agents. These
                                                     you in this important journey. Think about it      stakeholders will each represent key
                                                     this way: If your vision is ‘what’ you’re striv-   functions and LoBs to ensure that social

Create                                               ing for and your mission is ‘how’ you’re
                                                     getting there, your purpose is ‘why’ you’re
                                                                                                        transformation is thoughtful and opera-
                                                                                                        tionalized. Together, change and market
Purpose                                              doing it at all.                                   leadership is imminent.

                                                     With a clear vision, established goals, and
                                                     the best intentions of improving relation-
                                                     ships and experiences through social
                                                     media, the next step is to give your col-
                                                     leagues a reason to believe. Why should
                                                     they enlist in this mission? Why should they
                                                     believe in your vision for transformation?
                                                     And perhaps most importantly, how every-
                                                     one will win in the process.




 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     Now it’s time to start pulling together the    Think of your taskforce as a central-
                                                     people who will make your Social Enter-        ized resource for defining social media

     4                                               prise transformation happen. Your Social
                                                     Taskforce should include people from
                                                                                                    policy and establishing governance, best
                                                                                                    practices, and policies that supports cross-
                                                     across your organization that are savvy        functional teams and business units. Most
                                                     about social media and knowledgeable           importantly, they’ll ensure your social me-

Establish                                            about your business and its goals. It should
                                                     include stakeholders from all relevant lines
                                                                                                    dia strategy ties back to key business ob-
                                                                                                    jectives.
a Social                                             of business and functions, including HR, le-
                                                     gal, marketing, sales, and customer service.
Taskforce
                                                                                                        73% of companies
                                                                                                           with shared social
                                                                                                           media have clear
                                                                                                            leadership, com-
                                                                                                             pared to 31% of
                                                                                                                those without

 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20                              (Source: Altimeter Group)
CHAPTER TWO




Know Your Customers
Like Never Before
Gain social insights to understand what really matters
CHAPTER ONE   CHAPTER TWO    CHAPTER THREE   CHAPTER FOUR   CHAPTER FIVE




                        If a conversation takes place online and you’re not there
                        to hear it, did it happen? The answer is YES. In a social
                        world, what you don’t know can—and probably will—
                        hurt you. At the same time, knowing what people are
                        saying and how they’re interacting in social networks
                        can really help you.

                        Social media isn’t a nuisance—it’s one of the greatest
                        gifts your business could ask for. The conversations
                        that take place in social networks will give you new-
                        found awareness of what people are saying about your                       “You have to be totally
                        brand and your competitors. Social media makes that                         connected with every-
                        powerful “word of mouth” that is so valuable and yet so                     one who touches your
                        elusive not only discoverable but measurable. You can                       brand.”
                        learn more than ever about your customers based on                          Angela Ahrendts
                        what they ‘like’ on Facebook, the thoughts they share on                    CEO, Burberry
                        Twitter, and who they’re connected to on LinkedIn. These
                        insights can be translated into more meaningful conver-                        Burberry is creating the
                        sations between your customers and employees, more-                            ultimate social enterprise.

                        effective marketing strategies, and ultimately,
                        better products and services.                               “You have to be totally con-
                                                                                     nected with everyone who
                                                                                     touches your brand.”
                                                                                    Angela Ahrendts, CEO, Burberry
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     Today’s customer has more power than                     Several longstanding companies have
                                                     ever. It’s time to recognize and embrace                 been brought to their knees due to a single

     5                                               the fact that customers are now in the driv-
                                                     er’s seat, thanks to social technology.
                                                                                                              unhappy—and socially influential—cus-
                                                                                                              tomer. Protect your business by placing
                                                                                                              your customers at the heart of everything
                                                     Everyone knows that referrals from friends
                                                                                                              you do.Your customers will thank you with

Make Your
Make Your                                            are far more valuable than messages from
                                                     a company. The problem for business was
                                                                                                              their repeat business and referrals.


Customer
Customer                                             always that generating referrals was an
                                                     inexact science. Then along came social

King
King                                                 media. The viral velocity of social networks
                                                     have made referrals a way of life for con-
                                                     sumers—do everything you can to encour-
                                                     age your customers to vote with their influ-
                                                     ence.
                                                                                                                       97% of customers
                                                     While social media can spread powerful                    identify as “somewhat
                                                     endorsements at unprecedented speeds,
                                                     mistakes can also be broadcast at the                        influenced” to “very
                                                     speed of social. Customers now air their                    influenced” by other
                                                     complaints to thousands or even millions of
                                                     people online in an instant; these negative
                                                                                                               customers’ comments
                                                     posts last forever and can pop up 24 hours                     about companies
                                                     a day, 7 days a week.


 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20   (Source: Clickfox “Social Media: An Emerging Customer Service Channel”)
CHAPTER ONE       CHAPTER TWO            CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                      You probably already have basic contact        You’ll get a complete view into your cus-
                                                      info for your customers and prospects in a     tomers so you can engage with them in

     6                                                database. And many of you actively man-
                                                      age how these relationships track to the
                                                                                                     more meaningful ways, correct unforeseen
                                                                                                     mistakes, enhance their perception of your
                                                      sales funnel. But yesterday’s sales process-   brand, and gather intelligence to improve
                                                      es fail to take into account the new social    your products and services.

Get One
Make Your                                             touch points that are so important to build
                                                      connections with today’s customers.
View of Your
Customer                                              To get a socially relevant customer view,

Customer
King                                                  you must consolidate, track, and manage
                                                      social customer data in one place. Con-
                                                      nect the social Web to your customer data-
                                                                                                               Percentage of
                                                      base to establish a holistic profile of your
                                                      customers.                                           enterprises using
                                                                                                        social information to
                                                                                                           support business
                                                                                                           critical decisions:
                                    Do everything you can to encourage your
                                    customers to vote with their influence.                                          28% in 2010
                                                                                                                     85% in 2020

 1   2   3    4   5   6   7     8    9     10   11   12   13    14   15   16   17   18   19   20              (Source: IDC, ICT Market Outlook: What’s Next?)
CHAPTER THREE




Connect and Share
With Colleagues Instantly
Flatten your organization, uncover expertise, and improve productivity
CHAPTER ONE   CHAPTER TWO    CHAPTER THREE   CHAPTER FOUR   CHAPTER FIVE




                        Imagine a work environment where ideas and exper-
                        tise transcend hierarchy and flow across geographies.
                        Where your employees at every level are passionate
                        and engaged and feel like their voices are heard.
                        Where it’s easy for them to get answers, find experts,
                        and share information with each other. In the Social
                        Enterprise, that’s happening now.

                        Employee social networks break down barriers,
                        elevate good ideas, keep processes moving, and
                        help everyone—from sales to service to the back
                                                                                                   “As business moves
                        office—work more collaboratively and productively.                          into the 21st century,
                                                                                                    you need social
                        Businesses that use social technologies internally                          collaboration tools.”
                        cultivate a deeper level of employee engagement,
                                                                                                    Eric Johnson
                        distinguish themselves as leaders, and create work
                                                                                                    VP of Sales Force
                        experiences that attract and retain the best employees.                     Effectiveness,
                                                                                                    NBCUniversal
                                                                                                     Burberry is creating the
                                                                                                     ultimate social enterprise.



                                                                                  “You have to be totally con-
                                                                                   nected with everyone who
                                                                                   touches your brand.”
                                                                                  Angela Ahrendts, CEO, Burberry
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     Social networks empower the individual         Embrace the fact that your employees have
                                                     like no other technology before. On pub-       aspirations and ambition. They want to be-

     7                                               lic social networks, people are building
                                                     personal brands and creating massive
                                                                                                    lieve in your vision. Help them. Guide them.
                                                                                                    Empower them. Make social
                                                     amounts of influence. Now the same thing       engagement—internal, external, or
                                                     is happening among employees inside of         both—a criteria to become a top per-

Empower
 Make Your                                           companies via enterprise social networks.      former. When employees engage with
                                                                                                    influencers and the general community
Your
 Customer                                            Many companies make engaging custom-
                                                     ers a top priority, but fail to engage their
                                                                                                    online, your story, and your vision can con-
                                                                                                    nect people both within and outside the
Employees
 King                                                own employees and turn them into brand
                                                     representatives. In this social economy,
                                                                                                    organization.

With                                                 blocking employees from social networks
                                                     is doing them—and your customers—a
Social Tools                                         huge disservice.

                                                                                                             51% of employees
                                                                                                             using social soft-
                                                                                                            ware say they are
                                                                                                              more productive
                                                                                                           during the workday


 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20       (Source: Forrester, The Enterprise 2.0 User Profile) 10.31.11)
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     In many organizations, social media oper-          product development teams can collabo-
                                                     ates solely within the silo of the marketing       rate in an employee social network and

     8                                               department. But becoming a Social Enter-
                                                     prise means breaking down barriers. Cus-
                                                                                                        solve customer issues quickly or to identify
                                                                                                        up-sell opportunities. Or, your marketing
                                                     tomers don’t care about your departmental          team can use social tools to quickly
                                                     silos. They see a single company, and they         respond to materials requests from the

Tear Down
 Make Your                                           expect every department to act like they’re
                                                     connected. It’s critical that your Social Enter-
                                                                                                        sales team.


Departmental
 Customer                                            prise provide routes and resolution for all
                                                     facets of your business.
Silos Instantly
 King                                                Everyone in your organization is responsi-
                                                     ble for collaboration, because true collab-
                                                     oration requires all employees to share,
                                                     communicate, and be open. For example,
                                                     employees in your sales, service, and




                                                                                                              66% of employees
                                                                                                          say social networking
                                                                                                              increases sharing


 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20                                   (Source: Altimeter Group)
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     Because you all work at the same com-                                Or imagine a salesperson who posts to
                                                     pany, all your employees are tied loosely                            the enterprise social network asking how

     9                                               together by default. But an enterprise social
                                                     network can make those weak ties be-
                                                                                                                          to pitch a certain product to address a cus-
                                                                                                                          tomer’s business problem. The next thing
                                                     come stronger connections where mutual                               she knows, her colleagues are jumping in
                                                     interests and context around customer                                with advice and ideas, and the sales rep

Turn Weak
 Make Your                                           needs or business problems become im-
                                                     mediately apparent.
                                                                                                                          suddenly gets swept into an opportunity to
                                                                                                                          sell multiple new products.
Ties Into
 Customer                                            The power of an enterprise social network                            These serendipitous moments don’t hap-

Strong
 King                                                is that an employee looking to get an an-
                                                     swer from one colleague will often get a
                                                                                                                          pen when you’re sitting at your desk or
                                                                                                                          sending emails only to certain people you

Connections                                          faster reply from another colleague—who
                                                     they may not even know—who saw the so-
                                                                                                                          know well. They happen when your em-
                                                                                                                          ployees are completely connected and can
                                                     cial interaction in passing. A simple ques-                          uncover each other’s expertise and insights
                                                     tion about whether someone knows the                                 in a matter of minutes. Suddenly, the ex-
                                                     CIO of a company you’re selling to might                             pertise of your entire company is lined
                                                     instead lead to the discovery that the com-                          up to service your customers at a mo-
                                                     pany’s CEO is the brother of an employee.                            ment’s notice.


                                                    The Web and social technologies enable access
                                                              to nearly unlimited ideas and practices.

 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20   (Source: Predicts 2011: Executive Focus on Revenue Growth Puts Added Pressure on CIOs)
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     As with customers, employee expectations         Motivate and improve employee perfor-
                                                     have changed thanks to social technolo-          mance by establishing social goals, pro-

     10                                              gies. For everything from managing perfor-
                                                     mance to growing careers, the workplace
                                                                                                      viding continuous feedback, and giving
                                                                                                      meaningful recognition. Replace traditional
                                                     is dramatically different today than it was      performance reviews with an easier, more
                                                     five years ago.                                  collaborative, and social review process.

Build aYour
Make                                                 At the heart of every organization is its cul-
                                                                                                      This way, your employees always know
                                                                                                      where they stand and are publically
Results-Driven
Customer                                             ture. To be an effective and transparent
                                                     Social Enterprise, you must foster an
                                                                                                      accountable for achieving their goals.


Workplace
King                                                 employee-centric culture. This means
                                                     working with your HR department to
                                                     ensure every employee feels that they’re
                                                     contributing to the company’s success, and
                                                     everyone feels like part of something
                                                     bigger than just their individual role.




 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     Hiring one social media expert into your      Customer service agents can collaborate
                                                     marketing organization is not enough to       to resolve customer issues faster. HR can

     11                                              transform your company into a Social En-
                                                     terprise. Social needs to be an integrated
                                                                                                   leverage employees and their respective
                                                                                                   peer networks to recruit top talent. Product
                                                     strategy for every department and every       development can crowd-source new prod-
                                                     business process and function across your     uct ideas or prioritize innovation currently

Make Social
Make Your                                            organization. When social becomes part of
                                                     your corporate DNA, everyone from mar-
                                                                                                   in the pipeline. By building social into every
                                                                                                   business process, you’ll build a more effec-
Part of Every
Customer                                             keting and HR to finance and customer
                                                     service will be more effective at communi-
                                                                                                   tive and productive workforce and create a
                                                                                                   more relevant business.
Business
King                                                 cating, collaborating, problem solving, and

Process
                                                     serving customers and stakeholders.

                                                     Social technologies can help everyone do
                                                     a better job. Marketers can launch cam-             20% of enterprises
                                                     paigns that colleagues from across the
                                                     company and the globe can help shape.
                                                                                                      that use social media
                                                                                                         beyond marketing
                                                                                                               will lead their
                                                                                                       industries in revenue
                                                                                                            growth by 2015


 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20
CHAPTER FOUR




Build Deeper Relationships by
Engaging Customers in New Ways
Collaborate in real time with customers, prospects, and partners
CHAPTER ONE   CHAPTER TWO    CHAPTER THREE   CHAPTER FOUR    CHAPTER FIVE




                        Customer expectations have changed. Customers no
                        longer need to come to you to learn about your products
                        and services. They’re joining conversations online and
                        getting a more unbiased perspective on social channels.
                        They prefer engaging with you alongside their colleagues
                        and other customers like them. This new level of open-
                        ness and transparency has fundamentally changed the

 Make Your              conversation between companies and customers.


 Customer
                        The most successful businesses today are embracing
                        this shift to distinguish themselves as thought leaders       “When users communi-

 King                   in their industries, earning the trust of their custom-
                        ers ahead of their competition. They’re joining existing
                                                                                       cate with their devices
                                                                                       via the social networks
                        communities—or creating their own—where custom-                they already use, pro-
                        ers, partners, and even products can all join the same         ductivity skyrockets.”
                        conversations and share ideas. These businesses care
                                                                                      Vala Afshar
                        about the needs of their customers and are responding
                                                                                      Chief Customer Officer,
                        faster and with more transparency thanks to social tech-
                                                                                      Enterasys Networks
                        nology. Faster responses, deeper engagement and
                        stronger trust: That’s what’s fueling the growth of today’s
                        leading companies.

                        As a leader, you set the charter for the customer experi-
                        ence. You have the ability to build the bridges that con-
                        nect your brand and products to your social customers
                        and deliver remarkable experiences that meet and ex-
                        ceed their expectations.
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     Social collaboration tools inside your com-     Companies today can now create cus-
                                                     pany make it easier for sales reps to close     tomer social networks to collaborate with

     12                                              deals because they’re now connected to
                                                     everyone and everything they need. The
                                                                                                     customers and partners throughout the
                                                                                                     sales cycle. These communities can be
                                                     engineer. The new marketing deck. The           created instantly and act essentially as
                                                     competitive expert. The latest discount         private deal rooms that create a new level

Treat Your
 Make Your                                           matrix. The executive with platinum con-
                                                     nections. This level of connectivity within a
                                                                                                     of transparency and trust—where informa-
                                                                                                     tion flows quickly and customers feel like
Prospects
 Customer                                            Social Enterprise is the new sales reality.     trusted partners. It’s all about changing the
                                                                                                     attitude and getting to “yes” more quickly.
Like Trusted
 King                                                But how does this benefit the relationship
                                                     with the customer or prospect? After all,

Partners                                             that’s what selling is all about.




                                                                                                                  56% of buyers
                                                                                                               feel connected to
                                                                                                                     brands that
                                                                                                                 engage socially


 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20                                     (Source: Cone Inc.)
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     Millions of conversations are happening                         To win fans in the social era, you’ll need to
                                                     online right now, among millions of people.                     make sure your agents are everywhere

     13                                              Some of them are about your company
                                                     and your products. As the conversations
                                                                                                                     your customers are. When a technical
                                                                                                                     question comes in about a product, make
                                                     about your brand increase, how do you                           sure it gets to your product or support
                                                     scale? Hiring more people to monitor                            team. Social is built for speed, so if you’re

Create Your
 Make                                                Twitter is not the answer. You’ll be over-
                                                     whelmed quickly unless you automate your
                                                                                                                     not bringing the right people into the con-
                                                                                                                     versation quickly, your customers will start
Fans
 Customer                                            listening and route the right conversations
                                                     to the right agents within your organization
                                                                                                                     talking to someone else.


for Life
 King                                                for follow-up.




                                                                                                                               62% of consumers
                                                                                                                                            handle service
                                                                                                                                               issues with
                                                                                                                                             social media

 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20   (Source: ClickFox, “Social Media: An Emerging Customer Service Channel” Report)
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     Much to the chagrin of PR departments         Remember, a community is not just some-
                                                     everywhere, customers feel free to use        thing where people belong; a community

     14                                              their social voices when they need help,
                                                     when they have a problem, or when
                                                                                                   is defined by the things that make belong-
                                                                                                   ing matter. Develop programs to focus
                                                     they’ve had a negative experience. Why        community activity on collaborative mis-
                                                     not channel those voices to help your busi-   sions to accomplish great things. Working

Crowd-Source
 Make Your                                           ness create better products and services?     together to do something great is a great
                                                                                                   way to foster affinity and loyalty.
Innovation
 Customer                                            Here’s how to get there: Invest in your
                                                     communities by turning customers and

From Your
 King                                                partners into stakeholders.


Community
                                                                                                           Percentage of
                                                                                                       enterprises getting
                                                                                                    new product ideas via
                                                                                                            social media:
                                                                                                                     30% in 2010
                                                                                                                     75% in 2020

 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20              (Source: IDC, ICT Market Outlook: What’s Next?)
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     In a social world, context and immediacy
                                                     are prerequisites for the most success-

     15                                              ful types of online customer interactions.
                                                     Captivating your customer’s attention at the
                                                     right time and in the right place can trigger
                                                     the types of interactions and activity that

MarketYour
 Make at                                             boost your brand and generate sales.


the Speed
 Customer                                            To make it happen, you need to instantly
                                                     decipher social activity and then present

of Social
 King                                                contextually relevant web content that
                                                     pulls in social data. Your customers are
                                                     engaging with your company on Twitter
                                                     and Facebook, and you need to be there
                                                     too, generating customized web experi-
                                                     ences on the fly.




 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20
CHAPTER FIVE




Listen and Learn From
Public Social Networks
Get insights to shape unique experiences for your communities
CHAPTER ONE   CHAPTER TWO    CHAPTER THREE   CHAPTER FOUR   CHAPTER FIVE




                        A funny thing happened as people started using social
                        networks like Facebook and Twitter. They not only be-
                        came incredibly connected, they also built their own are-
                        nas where they take center stage and their friends and
                        followers fill the seats.

                        Everyone now has a voice. They have a stage and a

 Make Your
                        connected audience to share what they like and also
                        what they don’t like. Remember, people on social net-

 Customer
                        works are at the center of their own social universe, and
                        they don’t have to connect to your business. Establishing
                                                                                               “One of the founding
                                                                                                principles of Dell is
 King                   and losing connections are as easy as a ‘click.’

                        It’s time to get their attention and earn their support.
                                                                                                listening and learning
                                                                                                from our customers,
                        But you won’t capture their mindshare if you treat social
                                                                                                taking that feedback,
                        media like traditional broadcast channels that only offer
                                                                                                and improving.”
                        one-way communication. It all starts by listening to what
                        people are saying about your brand and understanding                     Michael Dell
                                                                                                 CEO, Dell
                        where your customers, partners, competitors, and pros-
                        pects are spending their time.

                        Let your desire to put people at the center of your busi-    Social networks reach
                        ness be the driving force behind your listening. Stay on
                        top of social conversations to help customers at the point
                                                                                        82% of the online
                        of need, thank advocates, win over detractors, and capi-     population worldwide
                        talize on new growth opportunities for your business.


                                                                                           (Source: “It’s a Social World” by comScore)
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     Social media opens windows into the            A listening center will help you glean
                                                     worlds of your customers. Set up a “com-       insights into what customers, influenc-

     16                                              mand center” or central area for viewing,
                                                     monitoring, and reporting on all your com-
                                                                                                    ers, press, and the community are say-
                                                                                                    ing about your brand. You can also track
                                                     pany’s social mentions in real time across     what’s being said about your competition.
                                                     the social media sites where people are        Listening is the first step. From there you

Create Your
 Make a                                              talking about you. This is the central ner-
                                                     vous system of the Social Enterprise.
                                                                                                    can learn, adapt, and engage your cus-
                                                                                                    tomers to affect change.
Social
 Customer                                            Picture a room with multiple screens dis-
                                                     playing social feeds. Staffers are watching,
Listening
 King                                                learning, replying, and distributing infor-

Center
                                                     mation and questions to the right people
                                                     throughout your organization. Your moni-
                                                     toring staff knows what’s happening as
                                                     it happens and brings in other parts of
                                                     the organization when and where
                                                     they’re needed.




 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     Each social network community boasts            Follow up is key. Give a little detail about
                                                     its own unique culture. A “one size fits all”   what you’re doing to fix it and when you

     17                                              approach can fall flat or cause an uninten-
                                                     tional uprising. Front line employees who
                                                                                                     expect resolution. While only one person
                                                                                                     may be waiting for your direct reply, thou-
                                                     engage with customers on social channels        sands more could be watching. The trans-
                                                     need road signs and guardrails to operate.      parency and openness of social network-

Establish
 Make Your                                           They also need training and direction on
                                                     how to best represent the brand through
                                                                                                     ing sites makes doing the right thing more
                                                                                                     important than ever.
Rules of
 Customer                                            their actions and words in social media.
                                                                                                     What’s clear is that social customers not

Engagement
 King                                                Establishing rules of engagement in a
                                                     broader social media policy creates conti-
                                                                                                     only expect and appreciate engagement,
                                                                                                     but they also feel better as a result. In fact,
                                                     nuity and consistency in your messaging         after having a dialogue with you that the
                                                     across social channels. Formally training       customer feels good about, this same for-
                                                     your internal staff on those rules ensures      merly disgruntled person will return to the
                                                     fewer social missteps.                          same channels where they vented frustra-
                                                                                                     tion to sing your praises. So, don’t delay
                                                     A few simple guidelines include: thanking
                                                                                                     in responding to your customers. Let them
                                                     people who mention your brand, engaging
                                                                                                     know their voices matter—and that you’re
                                                     quickly, and being honest. Be sure to cover
                                                                                                     listening. Now.
                                                     what to do when things are going wrong.
                                                     When there’s a problem, acknowledge it          92% of companies allow
                                                     quickly say you’re working on it.
                                                                                                                 professional use of
                                                                                                                       social media
 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20                        (Source: Altimeter Group, Pivot Study)
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     The social Web is fundamentally changing       Imagine delivering tailored products, mo-
                                                     the interactions between companies and         bile apps, and Web experiences to your

     18                                              their communities. One of the biggest op-
                                                     portunities your business faces today is the
                                                                                                    customers. They’ll appreciate seeing only
                                                                                                    relevant information and offers, and you’ll
                                                     ability to design remarkable experiences       experience greater customer satisfaction
                                                     through the marriage of social apps and        and more sales.

Attract Your
 Make New                                            social data.


Fans With
 Customer                                            Now you can personalize your story for the
                                                     people you’re trying to reach, inspired by

New Social
 King                                                their behavior in social networks—what
                                                     they post, what they do, what they “like.”

Experiences

                                                                                                         53% of active adult
                                                                                                          social networkers
                                                                                                     follow a brand, while
                                                                                                    32% follow a celebrity

 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20                                     (Source: Nielsen)
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     As social customers build their personal
                                                     networks over time, some of them evolve

     19                                              from just another member of the crowd
                                                     into a person of influence with a large and
                                                     attentive audience.


Amplify Your
 Make Your                                           Now’s the time to mobilize your influen-
                                                     tial customers by using listening tools to

Evangelists
 Customer                                            identify champions and measure their
                                                     social reach. Let them know how impor-

 King                                                tant they are to your business. Find out
                                                     what about your company and products
                                                     excites them, and design official advocacy
                                                     programs that harness their influence and
                                                     passion. Before you know it, you’ll have an
                                                                                                       90% of online
                                                     army of people who aren’t even on your          consumers trust
                                                     payroll singing your praises, answering
                                                                                                        known users,
                                                     questions guiding purchasing decisions,
                                                     and defending you against online critics.              70% trust
                                                                                                     unknown users,
                                                                                                   8% trust celebrities

                                                                                                         (Source: Erik Qualman, Socialnomics)
 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17   18   19   20
CHAPTER ONE       CHAPTER TWO           CHAPTER THREE         CHAPTER FOUR         CHAPTER FIVE




                                                     Your social community can extend beyond         Imagine your car tweeting, “It’s almost time
                                                     your customers, prospects, and employ-          for an oil change.” Imagine next seeing an

     20                                              ees—now your products can be social,
                                                     too. A product social network brings your
                                                                                                     ad on Facebook that your favorite service
                                                                                                     station has an oil change appointment
                                                     product into social conversations, allow-       open at 10:00 on Saturday morning.
                                                     ing your customers to not only ‘like’ your

Bring Your
 Make Your                                           product, but to become friends with it.


 Customer
Products
                                                     Each day hundreds of millions of people
                                                     use social networks to stay on top of the

 King
Into the                                             latest news from families, friends, and
                                                     businesses. Why shouldn’t your products

Conversation                                         share status updates with your custom-
                                                     ers—just like people do? They can tell your
                                                     customers when everything’s fine, or tweet
                                                     when something needs their attention.



                                                                                   Intelligent communicating devices on the
                                                                                         network will outnumber “traditional"
                                                                                        computing devices by almost 2 to 1


                                                                                                                                    (Source: IDC)
 1   2   3    4   5   6   7     8   9     10   11   12   13    14   15   16   17    18   19   20
Start Your Social Transformation Now
As a leader in your organization, it’s time to     The journey of 1,000 miles begins with a
start socializing the idea and assigning people    single step. Use this book as your guide to
to make it happen.                                 take the first one. Before you know it, your
                                                   Social Enterprise transformation will begin,
Only you can help chart a course for the future.
                                                   and soon you’ll be well on the road to
Social has created a tremendous opportunity
                                                   deeper relationships with customers and
for your company to outpace your competition.
                                                   employees—and greater relevance with
If your organization looks to you for direction
                                                   social and traditional customers alike.
and inspiration, then it’s up to you to lead the
charge in developing a more human, adapt-
able, and scalable Social Enterprise.

It doesn’t mean starting over. You don’t need
to reinvent the wheel to become a Social Enter-
prise. This is a time to evaluate and modernize
existing practices and to refocus on the expec-
tations of your social customers.
www.salesforce.com/socialenterprise




   Written in collaboration with
Brian Solis of the Altimeter Group

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Becoming a Social Enterprise - Here's How

  • 1.
  • 2. TABLE OF CONTENTS 20 Principles FOR leading CHANGE CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Lay the Know Your Connect and Build Deeper Relation- Listen and Learn Groundwork for Customers Like Share With ships by Engaging From Public Social Social Success Never Before Colleagues Instantly Customers in New Ways Networks 1 Define the Vision 5 Make Your Customer King 7 Empower Your Employees 12 Treat Your Prospects 16 Create a Social With Social Tools Like Trusted Partners Listening Center 2 Set Clear Social Goals 6 Get One View of Your Customers 8 Tear Down Departmental 13 Create Fans for Life 17 Establish Rules of 3 Create Purpose Silos Instantly Engagement 14 Crowd-Source Innovation 4 Establish a Social Taskforce 9 Turn Weak Ties Into Strong From Your Community 18 Attract Fans With Connections New Social Experiences 15 Market at the Speed 10 Build a Results-Driven of Social 19 Amplify Your Evangelists Workplace 20 Bring Your Products Into 11 Make Social Part of Every the Conversation Business Process
  • 3. Introduction Let’s face it: Part of you—or maybe all of you— wonders how important and lasting this social phenomenon will ultimately end up being. Is it worth dedicating some of your organization’s valuable time and resources to this? The answer is yes. Now is the time to get serious about social and put your business fully on the path to becoming a Social Enterprise. This book will show you how to get there through a series of short—but impactful—principles. Read it, start thinking, and then do something social: Share it with someone in your company who can help make it happen.
  • 4. CHAPTER ONE Lay the Groundwork for Social Success Convey clear benefits to your business, customers, and employees
  • 5. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE By now it should be clear that social is not a fad. Every- technologies, trends, and objectives that are thing from how we process and consume information a match for your larger business goals. Only to how we engage with customers, prospects, partners, then will you be ready to operationalize your employees—and everyone—has changed forever. organization for new social opportunities. Today, one in every five minutes online is spent on Facebook, 250 million tweets go out every day, and You- Tube has morphed from a hub for crazy cat and baby videos into a bona fide entertainment destination and the third most-popular website in the world (after Google and Facebook), according to Alexa. Almost overnight, brands have moved from 1-to-1 cus- tomer conversations to 1-to-1-millions. Your communities have a voice, and thanks to social networks, it’s a louder and more powerful one than any other time in history. “The biggest game- These networks are so influential because they’re pow- changer over the next ered by people and designed for their benefit. People five years in business like your customers and prospects are at the center of productivitycreating the Burberry is will be how ultimate social enterprise. this customer-led revolution —and that’s what makes companies use social social a game changer for business. media.” “You have to be totally con- No one knows your unique business better than you. Enrique Salem That’s why you can’t exactly copy someone else’s Social nected with everyone who CEO, Symantec Enterprise blueprint and apply it to your own company. touches your brand.” Your specific social strategy must account for the Angela Ahrendts, CEO, Burberry
  • 6. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Everything begins with conveying what Expectations of engagement, listening, and social media means to your business, learning are inherent. It’s not just about 1 your customers, and your employees— and how everyone will benefit. getting closer to customers and employ- ees; it’s about empowering them, learning from them, and leading them. Before we take any steps forward, let’s step Define back and think about the possibilities. How can social media improve customer and Your vision should inspire your internal audience, certainly. But it should also the Vision employee relationships? What do these re- lationships look like over the course of one, be inspirational to people outside your organization. Challenge yourself to write two, or even three years? These types of something that makes your communities forward-thinking questions set the founda- think, “That’s a company I want to do tion for the vision. business with.” In defining your vision, remember that social channels are designed for two-way conversations; they’re not just another marketing channel for broadcasting your message. Either business gets social or it gets left behind 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Gartner, Business Gets Social)
  • 7. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Once you’ve articulated your vision, it’s At every step, be sure that your mission time to define your mission and give (and your vision) aligns with business 2 more details on how your organization will invest in social technologies, modify priorities and objectives. Set milestones and checkpoints to ensure that your relevant processes as necessary, and em- Social Enterprise transformation is on power champions to lead the social trans- course. Document expectations and set Set Clear formation at every level. clear goals that support your overall corporate goals. Social Goals It’s no simple task, of course. The explo- sion of social media sites and technologies means the possibilities are virtually end- less. Consider starting small with a few key social channels, then making modifications and additions as you spread your social 70% of enterprises wings. Don’t lose sight of the fact that tech- achieve business nology is not the end game and social media—in and of itself—is not a strategy. objectives with social media yet only 43% have a formal social roadmap to address their goals 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Altimeter Group)
  • 8. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Social media is a very personal and emo- You can’t do this alone. Now that you tional landscape. As such, your Social have a vision, mission, and purpose 3 Enterprise strategy requires a purpose to motivate your team and customers to join documented, it’s time to pull together a trusted group of change agents. These you in this important journey. Think about it stakeholders will each represent key this way: If your vision is ‘what’ you’re striv- functions and LoBs to ensure that social Create ing for and your mission is ‘how’ you’re getting there, your purpose is ‘why’ you’re transformation is thoughtful and opera- tionalized. Together, change and market Purpose doing it at all. leadership is imminent. With a clear vision, established goals, and the best intentions of improving relation- ships and experiences through social media, the next step is to give your col- leagues a reason to believe. Why should they enlist in this mission? Why should they believe in your vision for transformation? And perhaps most importantly, how every- one will win in the process. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
  • 9. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Now it’s time to start pulling together the Think of your taskforce as a central- people who will make your Social Enter- ized resource for defining social media 4 prise transformation happen. Your Social Taskforce should include people from policy and establishing governance, best practices, and policies that supports cross- across your organization that are savvy functional teams and business units. Most about social media and knowledgeable importantly, they’ll ensure your social me- Establish about your business and its goals. It should include stakeholders from all relevant lines dia strategy ties back to key business ob- jectives. a Social of business and functions, including HR, le- gal, marketing, sales, and customer service. Taskforce 73% of companies with shared social media have clear leadership, com- pared to 31% of those without 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Altimeter Group)
  • 10. CHAPTER TWO Know Your Customers Like Never Before Gain social insights to understand what really matters
  • 11. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE If a conversation takes place online and you’re not there to hear it, did it happen? The answer is YES. In a social world, what you don’t know can—and probably will— hurt you. At the same time, knowing what people are saying and how they’re interacting in social networks can really help you. Social media isn’t a nuisance—it’s one of the greatest gifts your business could ask for. The conversations that take place in social networks will give you new- found awareness of what people are saying about your “You have to be totally brand and your competitors. Social media makes that connected with every- powerful “word of mouth” that is so valuable and yet so one who touches your elusive not only discoverable but measurable. You can brand.” learn more than ever about your customers based on Angela Ahrendts what they ‘like’ on Facebook, the thoughts they share on CEO, Burberry Twitter, and who they’re connected to on LinkedIn. These insights can be translated into more meaningful conver- Burberry is creating the sations between your customers and employees, more- ultimate social enterprise. effective marketing strategies, and ultimately, better products and services. “You have to be totally con- nected with everyone who touches your brand.” Angela Ahrendts, CEO, Burberry
  • 12. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Today’s customer has more power than Several longstanding companies have ever. It’s time to recognize and embrace been brought to their knees due to a single 5 the fact that customers are now in the driv- er’s seat, thanks to social technology. unhappy—and socially influential—cus- tomer. Protect your business by placing your customers at the heart of everything Everyone knows that referrals from friends you do.Your customers will thank you with Make Your Make Your are far more valuable than messages from a company. The problem for business was their repeat business and referrals. Customer Customer always that generating referrals was an inexact science. Then along came social King King media. The viral velocity of social networks have made referrals a way of life for con- sumers—do everything you can to encour- age your customers to vote with their influ- ence. 97% of customers While social media can spread powerful identify as “somewhat endorsements at unprecedented speeds, mistakes can also be broadcast at the influenced” to “very speed of social. Customers now air their influenced” by other complaints to thousands or even millions of people online in an instant; these negative customers’ comments posts last forever and can pop up 24 hours about companies a day, 7 days a week. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Clickfox “Social Media: An Emerging Customer Service Channel”)
  • 13. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE You probably already have basic contact You’ll get a complete view into your cus- info for your customers and prospects in a tomers so you can engage with them in 6 database. And many of you actively man- age how these relationships track to the more meaningful ways, correct unforeseen mistakes, enhance their perception of your sales funnel. But yesterday’s sales process- brand, and gather intelligence to improve es fail to take into account the new social your products and services. Get One Make Your touch points that are so important to build connections with today’s customers. View of Your Customer To get a socially relevant customer view, Customer King you must consolidate, track, and manage social customer data in one place. Con- nect the social Web to your customer data- Percentage of base to establish a holistic profile of your customers. enterprises using social information to support business critical decisions: Do everything you can to encourage your customers to vote with their influence. 28% in 2010 85% in 2020 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: IDC, ICT Market Outlook: What’s Next?)
  • 14. CHAPTER THREE Connect and Share With Colleagues Instantly Flatten your organization, uncover expertise, and improve productivity
  • 15. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Imagine a work environment where ideas and exper- tise transcend hierarchy and flow across geographies. Where your employees at every level are passionate and engaged and feel like their voices are heard. Where it’s easy for them to get answers, find experts, and share information with each other. In the Social Enterprise, that’s happening now. Employee social networks break down barriers, elevate good ideas, keep processes moving, and help everyone—from sales to service to the back “As business moves office—work more collaboratively and productively. into the 21st century, you need social Businesses that use social technologies internally collaboration tools.” cultivate a deeper level of employee engagement, Eric Johnson distinguish themselves as leaders, and create work VP of Sales Force experiences that attract and retain the best employees. Effectiveness, NBCUniversal Burberry is creating the ultimate social enterprise. “You have to be totally con- nected with everyone who touches your brand.” Angela Ahrendts, CEO, Burberry
  • 16. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Social networks empower the individual Embrace the fact that your employees have like no other technology before. On pub- aspirations and ambition. They want to be- 7 lic social networks, people are building personal brands and creating massive lieve in your vision. Help them. Guide them. Empower them. Make social amounts of influence. Now the same thing engagement—internal, external, or is happening among employees inside of both—a criteria to become a top per- Empower Make Your companies via enterprise social networks. former. When employees engage with influencers and the general community Your Customer Many companies make engaging custom- ers a top priority, but fail to engage their online, your story, and your vision can con- nect people both within and outside the Employees King own employees and turn them into brand representatives. In this social economy, organization. With blocking employees from social networks is doing them—and your customers—a Social Tools huge disservice. 51% of employees using social soft- ware say they are more productive during the workday 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Forrester, The Enterprise 2.0 User Profile) 10.31.11)
  • 17. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE In many organizations, social media oper- product development teams can collabo- ates solely within the silo of the marketing rate in an employee social network and 8 department. But becoming a Social Enter- prise means breaking down barriers. Cus- solve customer issues quickly or to identify up-sell opportunities. Or, your marketing tomers don’t care about your departmental team can use social tools to quickly silos. They see a single company, and they respond to materials requests from the Tear Down Make Your expect every department to act like they’re connected. It’s critical that your Social Enter- sales team. Departmental Customer prise provide routes and resolution for all facets of your business. Silos Instantly King Everyone in your organization is responsi- ble for collaboration, because true collab- oration requires all employees to share, communicate, and be open. For example, employees in your sales, service, and 66% of employees say social networking increases sharing 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Altimeter Group)
  • 18. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Because you all work at the same com- Or imagine a salesperson who posts to pany, all your employees are tied loosely the enterprise social network asking how 9 together by default. But an enterprise social network can make those weak ties be- to pitch a certain product to address a cus- tomer’s business problem. The next thing come stronger connections where mutual she knows, her colleagues are jumping in interests and context around customer with advice and ideas, and the sales rep Turn Weak Make Your needs or business problems become im- mediately apparent. suddenly gets swept into an opportunity to sell multiple new products. Ties Into Customer The power of an enterprise social network These serendipitous moments don’t hap- Strong King is that an employee looking to get an an- swer from one colleague will often get a pen when you’re sitting at your desk or sending emails only to certain people you Connections faster reply from another colleague—who they may not even know—who saw the so- know well. They happen when your em- ployees are completely connected and can cial interaction in passing. A simple ques- uncover each other’s expertise and insights tion about whether someone knows the in a matter of minutes. Suddenly, the ex- CIO of a company you’re selling to might pertise of your entire company is lined instead lead to the discovery that the com- up to service your customers at a mo- pany’s CEO is the brother of an employee. ment’s notice. The Web and social technologies enable access to nearly unlimited ideas and practices. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Predicts 2011: Executive Focus on Revenue Growth Puts Added Pressure on CIOs)
  • 19. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE As with customers, employee expectations Motivate and improve employee perfor- have changed thanks to social technolo- mance by establishing social goals, pro- 10 gies. For everything from managing perfor- mance to growing careers, the workplace viding continuous feedback, and giving meaningful recognition. Replace traditional is dramatically different today than it was performance reviews with an easier, more five years ago. collaborative, and social review process. Build aYour Make At the heart of every organization is its cul- This way, your employees always know where they stand and are publically Results-Driven Customer ture. To be an effective and transparent Social Enterprise, you must foster an accountable for achieving their goals. Workplace King employee-centric culture. This means working with your HR department to ensure every employee feels that they’re contributing to the company’s success, and everyone feels like part of something bigger than just their individual role. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
  • 20. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Hiring one social media expert into your Customer service agents can collaborate marketing organization is not enough to to resolve customer issues faster. HR can 11 transform your company into a Social En- terprise. Social needs to be an integrated leverage employees and their respective peer networks to recruit top talent. Product strategy for every department and every development can crowd-source new prod- business process and function across your uct ideas or prioritize innovation currently Make Social Make Your organization. When social becomes part of your corporate DNA, everyone from mar- in the pipeline. By building social into every business process, you’ll build a more effec- Part of Every Customer keting and HR to finance and customer service will be more effective at communi- tive and productive workforce and create a more relevant business. Business King cating, collaborating, problem solving, and Process serving customers and stakeholders. Social technologies can help everyone do a better job. Marketers can launch cam- 20% of enterprises paigns that colleagues from across the company and the globe can help shape. that use social media beyond marketing will lead their industries in revenue growth by 2015 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
  • 21. CHAPTER FOUR Build Deeper Relationships by Engaging Customers in New Ways Collaborate in real time with customers, prospects, and partners
  • 22. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Customer expectations have changed. Customers no longer need to come to you to learn about your products and services. They’re joining conversations online and getting a more unbiased perspective on social channels. They prefer engaging with you alongside their colleagues and other customers like them. This new level of open- ness and transparency has fundamentally changed the Make Your conversation between companies and customers. Customer The most successful businesses today are embracing this shift to distinguish themselves as thought leaders “When users communi- King in their industries, earning the trust of their custom- ers ahead of their competition. They’re joining existing cate with their devices via the social networks communities—or creating their own—where custom- they already use, pro- ers, partners, and even products can all join the same ductivity skyrockets.” conversations and share ideas. These businesses care Vala Afshar about the needs of their customers and are responding Chief Customer Officer, faster and with more transparency thanks to social tech- Enterasys Networks nology. Faster responses, deeper engagement and stronger trust: That’s what’s fueling the growth of today’s leading companies. As a leader, you set the charter for the customer experi- ence. You have the ability to build the bridges that con- nect your brand and products to your social customers and deliver remarkable experiences that meet and ex- ceed their expectations.
  • 23. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Social collaboration tools inside your com- Companies today can now create cus- pany make it easier for sales reps to close tomer social networks to collaborate with 12 deals because they’re now connected to everyone and everything they need. The customers and partners throughout the sales cycle. These communities can be engineer. The new marketing deck. The created instantly and act essentially as competitive expert. The latest discount private deal rooms that create a new level Treat Your Make Your matrix. The executive with platinum con- nections. This level of connectivity within a of transparency and trust—where informa- tion flows quickly and customers feel like Prospects Customer Social Enterprise is the new sales reality. trusted partners. It’s all about changing the attitude and getting to “yes” more quickly. Like Trusted King But how does this benefit the relationship with the customer or prospect? After all, Partners that’s what selling is all about. 56% of buyers feel connected to brands that engage socially 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Cone Inc.)
  • 24. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Millions of conversations are happening To win fans in the social era, you’ll need to online right now, among millions of people. make sure your agents are everywhere 13 Some of them are about your company and your products. As the conversations your customers are. When a technical question comes in about a product, make about your brand increase, how do you sure it gets to your product or support scale? Hiring more people to monitor team. Social is built for speed, so if you’re Create Your Make Twitter is not the answer. You’ll be over- whelmed quickly unless you automate your not bringing the right people into the con- versation quickly, your customers will start Fans Customer listening and route the right conversations to the right agents within your organization talking to someone else. for Life King for follow-up. 62% of consumers handle service issues with social media 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: ClickFox, “Social Media: An Emerging Customer Service Channel” Report)
  • 25. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Much to the chagrin of PR departments Remember, a community is not just some- everywhere, customers feel free to use thing where people belong; a community 14 their social voices when they need help, when they have a problem, or when is defined by the things that make belong- ing matter. Develop programs to focus they’ve had a negative experience. Why community activity on collaborative mis- not channel those voices to help your busi- sions to accomplish great things. Working Crowd-Source Make Your ness create better products and services? together to do something great is a great way to foster affinity and loyalty. Innovation Customer Here’s how to get there: Invest in your communities by turning customers and From Your King partners into stakeholders. Community Percentage of enterprises getting new product ideas via social media: 30% in 2010 75% in 2020 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: IDC, ICT Market Outlook: What’s Next?)
  • 26. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE In a social world, context and immediacy are prerequisites for the most success- 15 ful types of online customer interactions. Captivating your customer’s attention at the right time and in the right place can trigger the types of interactions and activity that MarketYour Make at boost your brand and generate sales. the Speed Customer To make it happen, you need to instantly decipher social activity and then present of Social King contextually relevant web content that pulls in social data. Your customers are engaging with your company on Twitter and Facebook, and you need to be there too, generating customized web experi- ences on the fly. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
  • 27. CHAPTER FIVE Listen and Learn From Public Social Networks Get insights to shape unique experiences for your communities
  • 28. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE A funny thing happened as people started using social networks like Facebook and Twitter. They not only be- came incredibly connected, they also built their own are- nas where they take center stage and their friends and followers fill the seats. Everyone now has a voice. They have a stage and a Make Your connected audience to share what they like and also what they don’t like. Remember, people on social net- Customer works are at the center of their own social universe, and they don’t have to connect to your business. Establishing “One of the founding principles of Dell is King and losing connections are as easy as a ‘click.’ It’s time to get their attention and earn their support. listening and learning from our customers, But you won’t capture their mindshare if you treat social taking that feedback, media like traditional broadcast channels that only offer and improving.” one-way communication. It all starts by listening to what people are saying about your brand and understanding Michael Dell CEO, Dell where your customers, partners, competitors, and pros- pects are spending their time. Let your desire to put people at the center of your busi- Social networks reach ness be the driving force behind your listening. Stay on top of social conversations to help customers at the point 82% of the online of need, thank advocates, win over detractors, and capi- population worldwide talize on new growth opportunities for your business. (Source: “It’s a Social World” by comScore)
  • 29. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Social media opens windows into the A listening center will help you glean worlds of your customers. Set up a “com- insights into what customers, influenc- 16 mand center” or central area for viewing, monitoring, and reporting on all your com- ers, press, and the community are say- ing about your brand. You can also track pany’s social mentions in real time across what’s being said about your competition. the social media sites where people are Listening is the first step. From there you Create Your Make a talking about you. This is the central ner- vous system of the Social Enterprise. can learn, adapt, and engage your cus- tomers to affect change. Social Customer Picture a room with multiple screens dis- playing social feeds. Staffers are watching, Listening King learning, replying, and distributing infor- Center mation and questions to the right people throughout your organization. Your moni- toring staff knows what’s happening as it happens and brings in other parts of the organization when and where they’re needed. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
  • 30. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Each social network community boasts Follow up is key. Give a little detail about its own unique culture. A “one size fits all” what you’re doing to fix it and when you 17 approach can fall flat or cause an uninten- tional uprising. Front line employees who expect resolution. While only one person may be waiting for your direct reply, thou- engage with customers on social channels sands more could be watching. The trans- need road signs and guardrails to operate. parency and openness of social network- Establish Make Your They also need training and direction on how to best represent the brand through ing sites makes doing the right thing more important than ever. Rules of Customer their actions and words in social media. What’s clear is that social customers not Engagement King Establishing rules of engagement in a broader social media policy creates conti- only expect and appreciate engagement, but they also feel better as a result. In fact, nuity and consistency in your messaging after having a dialogue with you that the across social channels. Formally training customer feels good about, this same for- your internal staff on those rules ensures merly disgruntled person will return to the fewer social missteps. same channels where they vented frustra- tion to sing your praises. So, don’t delay A few simple guidelines include: thanking in responding to your customers. Let them people who mention your brand, engaging know their voices matter—and that you’re quickly, and being honest. Be sure to cover listening. Now. what to do when things are going wrong. When there’s a problem, acknowledge it 92% of companies allow quickly say you’re working on it. professional use of social media 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Altimeter Group, Pivot Study)
  • 31. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE The social Web is fundamentally changing Imagine delivering tailored products, mo- the interactions between companies and bile apps, and Web experiences to your 18 their communities. One of the biggest op- portunities your business faces today is the customers. They’ll appreciate seeing only relevant information and offers, and you’ll ability to design remarkable experiences experience greater customer satisfaction through the marriage of social apps and and more sales. Attract Your Make New social data. Fans With Customer Now you can personalize your story for the people you’re trying to reach, inspired by New Social King their behavior in social networks—what they post, what they do, what they “like.” Experiences 53% of active adult social networkers follow a brand, while 32% follow a celebrity 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 (Source: Nielsen)
  • 32. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE As social customers build their personal networks over time, some of them evolve 19 from just another member of the crowd into a person of influence with a large and attentive audience. Amplify Your Make Your Now’s the time to mobilize your influen- tial customers by using listening tools to Evangelists Customer identify champions and measure their social reach. Let them know how impor- King tant they are to your business. Find out what about your company and products excites them, and design official advocacy programs that harness their influence and passion. Before you know it, you’ll have an 90% of online army of people who aren’t even on your consumers trust payroll singing your praises, answering known users, questions guiding purchasing decisions, and defending you against online critics. 70% trust unknown users, 8% trust celebrities (Source: Erik Qualman, Socialnomics) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
  • 33. CHAPTER ONE CHAPTER TWO CHAPTER THREE CHAPTER FOUR CHAPTER FIVE Your social community can extend beyond Imagine your car tweeting, “It’s almost time your customers, prospects, and employ- for an oil change.” Imagine next seeing an 20 ees—now your products can be social, too. A product social network brings your ad on Facebook that your favorite service station has an oil change appointment product into social conversations, allow- open at 10:00 on Saturday morning. ing your customers to not only ‘like’ your Bring Your Make Your product, but to become friends with it. Customer Products Each day hundreds of millions of people use social networks to stay on top of the King Into the latest news from families, friends, and businesses. Why shouldn’t your products Conversation share status updates with your custom- ers—just like people do? They can tell your customers when everything’s fine, or tweet when something needs their attention. Intelligent communicating devices on the network will outnumber “traditional" computing devices by almost 2 to 1 (Source: IDC) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
  • 34. Start Your Social Transformation Now As a leader in your organization, it’s time to The journey of 1,000 miles begins with a start socializing the idea and assigning people single step. Use this book as your guide to to make it happen. take the first one. Before you know it, your Social Enterprise transformation will begin, Only you can help chart a course for the future. and soon you’ll be well on the road to Social has created a tremendous opportunity deeper relationships with customers and for your company to outpace your competition. employees—and greater relevance with If your organization looks to you for direction social and traditional customers alike. and inspiration, then it’s up to you to lead the charge in developing a more human, adapt- able, and scalable Social Enterprise. It doesn’t mean starting over. You don’t need to reinvent the wheel to become a Social Enter- prise. This is a time to evaluate and modernize existing practices and to refocus on the expec- tations of your social customers.
  • 35. www.salesforce.com/socialenterprise Written in collaboration with Brian Solis of the Altimeter Group