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CRM & the 2012 Presidential Election
Brent Leary
Partner, CRM Essentials, @BrentLeary




                         4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   2
Technology in Presidential Elections Timeline




•   1996:    Debut of candidate Web pages
•   2000:    Websites as fundraising vehicles
•   2004:    Online organizing for campaign events
•   2008:    Social Media
•   2012:    Mobile & Big Data


    Tweet: #SCON12
The End Results – Obama 2008




 Tweet: #SCON12                          [from Edelman Report]

                    4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   4
Tweet: #SCON12
                 4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   5
Obama SM Timeline - 2008




 Tweet: #SCON12
McCain SM Timeline - 2008




 Tweet: #SCON12
The Twitter Tale (July 2, 2008)




 Tweet: #SCON12
Hangin’ Out With Newt on Google+ in July




Tweet: #SCON12
On Pinterest Already?




Tweet: #SCON12
Elections & The Web Before 2012


• Seen primarily as a
  source of easy-to-get
  campaign
  contributions
• having a big email list
  was considered the
  equivalent of
  obtaining an online
  ATM



 Tweet: #SCON12
Elections & The Web In 2012
• Appear to understand real relationships with
  voters drive volunteer engagement
• Converts casual interest into door-knockers and
  repeat donors.




 Tweet: #SCON12
Romney Announcement - 2007




 Tweet: #SCON12 Henry Ford Museum in Dearborn, Mich
Romney Announcement - 2011




 Tweet: #SCON12
Santorum on Facebook




 Tweet: #SCON12
Romney on Facebook




 Tweet: #SCON12
Obama on Facebook




 Tweet: #SCON12
Obama on Facebook




 Tweet: #SCON12
63% of social media users expect
candidates to have a social media
presence.
88% of social media users who are also
registered voters have mobile phones
All of the major declared Republican
candidates have a presence on Facebook
                       2008 Cone Business in Social Media Study




 Tweet: #SCON12
The Age of the Empowered Customer (Voter)
  Channels         The        The          Impact
  proliferate      Internet   customer     ripples
                   evolves    is more      across
                   from       vocal than   business and
                   pages to   ever         entire
                   people                  industries




                  www




 Tweet: #SCON12
Tweet: #SCON12
                 NM Incite, April 2012
Upping the Ante

• Political campaigns will
  spend an estimated
  $160 million on online
  communication in the
  2012 election
  cycle, according to
  media research firm
  Borrell Associates.
• a big increase over
  2008, when campaigns
  spent $22.2 million on
  online ads.



  Tweet: #SCON12
Upping the Ante – Cont’d




 Tweet: #SCON12
Gamification, Politics Style




  Tweet: #SCON12
So far, about 125,000 people have given the Obama
campaign permission to access their Facebook data;
the Pawlenty campaign has about one-tenth that
number

 Tweet: #SCON12               TechPresident.com. April 2011
The Promised Land…




 Tweet: #SCON12
Obama Mobile 2008




 Tweet: #SCON12
Getting in the palm of their hands…


Obama and Romney
campaigns are both using
Square to drive
fundraising efforts
Geo-fencing ads are also
an area of mobile that
make sense for politicians




  Tweet: #SCON12
Tweet: #SCON12
Tweet: #SCON12
Tweet: #SCON12
But where are the apps???



About 80% of people
age 18 to 40 - is using
SMS, and about 50% of
those users are on
smartphones. Why not
use that good channel?



Bill Dudley, group director of product
management at Sybase365

   Tweet: #SCON12
Tweet: #SCON12
Video - 2012




  Tweet: #SCON12
Respond, Convert & Video…



                         "The worst mistake of my
                         political career, and it was a
                         colossal failure, was that I was
                         not going to respond to the
                         Bush attack campaign. You
                         can't just sit there mute
                         while people are going
                         after you."




       Michael Dukakis
  Tweet: #SCON12
Age of Acceleration…




                                            "October Surprise is
                                            from another age. We
                                             have an 'October
                                            Surprise' every ten
                                          minutes. You can't hold
                                             anything any more.

                                                                            "
ABC's Jake Tapper speaking at Harvard Kennedy School today, on the speed of news.

  Tweet: #SCON12
Start Packing…




 Tweet: #SCON12
Start Converting…Quickly!




  Tweet: #SCON12
Big Data, Micro-targets




  Tweet: #SCON12
Micro-targeting: the ability, thanks
to precise data on voters and
supporters, to put highly
individualized messages in front of
each potential target


 Tweet: #SCON12
360 Degree View of the Voter?

 If successful, Narwhal
 would fuse the multiple
 identities of the engaged
 citizen—the online
 activist, the offline
 voter, the donor, the
 volunteer—into a
 single, unified political
 profile.

Application that will track every conversation every single Obama
volunteer has, every door they knock on, every action they take.



   Tweet: #SCON12
No longer will canvassers knock on the doors of
   people who’ve already volunteered to support
                      Obama
                        OR
   If a donor has given the maximum $2,500 in
permitted contributions, emails will stop hitting him
  up for money and start asking him to volunteer
                      instead




 Tweet: #SCON12
Information Integration



  "The big challenge to people in my
  line of business is merging offline
  and online data. The ability to
  connect an online impression to a
  terrestrial voter file would be
  immensely helpful in the predictive
  targeting process," said Lundry.


                   Alex Lundry, VP and research director at
                   TargetPoint Consulting



  Tweet: #SCON12
Last Thought



          ―Some people have argued a
          person can get elected on a
          solely Internet campaign. I
          don’t think that’s true, nor
          will it probably ever be.‖
                  Robert Thompson, a professor of
                  popular culture at Syracuse University




 Tweet: #SCON12
Thank You!


                  @BrentLeary
                  BrentLeary.com




Tweet: #SCON12
Submit Session Feedback
        Select the SugarCon Mobile App:
        1) Tap on this session
        2) Tap on survey
        3) Submit your feedback

*Prizes for attendees who submit session feedback using the Mobile App




                                               4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   46
#SCON12




          4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   47

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Social: Session 3: CRM and Election 2012

  • 1. SOCIAL TRACK CRM & the 2012 Presidential Election
  • 2. Brent Leary Partner, CRM Essentials, @BrentLeary 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 2
  • 3. Technology in Presidential Elections Timeline • 1996: Debut of candidate Web pages • 2000: Websites as fundraising vehicles • 2004: Online organizing for campaign events • 2008: Social Media • 2012: Mobile & Big Data Tweet: #SCON12
  • 4. The End Results – Obama 2008 Tweet: #SCON12 [from Edelman Report] 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 4
  • 5. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 5
  • 6. Obama SM Timeline - 2008 Tweet: #SCON12
  • 7. McCain SM Timeline - 2008 Tweet: #SCON12
  • 8. The Twitter Tale (July 2, 2008) Tweet: #SCON12
  • 9. Hangin’ Out With Newt on Google+ in July Tweet: #SCON12
  • 11. Elections & The Web Before 2012 • Seen primarily as a source of easy-to-get campaign contributions • having a big email list was considered the equivalent of obtaining an online ATM Tweet: #SCON12
  • 12. Elections & The Web In 2012 • Appear to understand real relationships with voters drive volunteer engagement • Converts casual interest into door-knockers and repeat donors. Tweet: #SCON12
  • 13. Romney Announcement - 2007 Tweet: #SCON12 Henry Ford Museum in Dearborn, Mich
  • 14. Romney Announcement - 2011 Tweet: #SCON12
  • 15. Santorum on Facebook Tweet: #SCON12
  • 16. Romney on Facebook Tweet: #SCON12
  • 17. Obama on Facebook Tweet: #SCON12
  • 18. Obama on Facebook Tweet: #SCON12
  • 19. 63% of social media users expect candidates to have a social media presence. 88% of social media users who are also registered voters have mobile phones All of the major declared Republican candidates have a presence on Facebook 2008 Cone Business in Social Media Study Tweet: #SCON12
  • 20. The Age of the Empowered Customer (Voter) Channels The The Impact proliferate Internet customer ripples evolves is more across from vocal than business and pages to ever entire people industries www Tweet: #SCON12
  • 21. Tweet: #SCON12 NM Incite, April 2012
  • 22. Upping the Ante • Political campaigns will spend an estimated $160 million on online communication in the 2012 election cycle, according to media research firm Borrell Associates. • a big increase over 2008, when campaigns spent $22.2 million on online ads. Tweet: #SCON12
  • 23. Upping the Ante – Cont’d Tweet: #SCON12
  • 25. So far, about 125,000 people have given the Obama campaign permission to access their Facebook data; the Pawlenty campaign has about one-tenth that number Tweet: #SCON12 TechPresident.com. April 2011
  • 26. The Promised Land… Tweet: #SCON12
  • 27. Obama Mobile 2008 Tweet: #SCON12
  • 28. Getting in the palm of their hands… Obama and Romney campaigns are both using Square to drive fundraising efforts Geo-fencing ads are also an area of mobile that make sense for politicians Tweet: #SCON12
  • 32. But where are the apps??? About 80% of people age 18 to 40 - is using SMS, and about 50% of those users are on smartphones. Why not use that good channel? Bill Dudley, group director of product management at Sybase365 Tweet: #SCON12
  • 34. Video - 2012 Tweet: #SCON12
  • 35. Respond, Convert & Video… "The worst mistake of my political career, and it was a colossal failure, was that I was not going to respond to the Bush attack campaign. You can't just sit there mute while people are going after you." Michael Dukakis Tweet: #SCON12
  • 36. Age of Acceleration… "October Surprise is from another age. We have an 'October Surprise' every ten minutes. You can't hold anything any more. " ABC's Jake Tapper speaking at Harvard Kennedy School today, on the speed of news. Tweet: #SCON12
  • 38. Start Converting…Quickly! Tweet: #SCON12
  • 39. Big Data, Micro-targets Tweet: #SCON12
  • 40. Micro-targeting: the ability, thanks to precise data on voters and supporters, to put highly individualized messages in front of each potential target Tweet: #SCON12
  • 41. 360 Degree View of the Voter? If successful, Narwhal would fuse the multiple identities of the engaged citizen—the online activist, the offline voter, the donor, the volunteer—into a single, unified political profile. Application that will track every conversation every single Obama volunteer has, every door they knock on, every action they take. Tweet: #SCON12
  • 42. No longer will canvassers knock on the doors of people who’ve already volunteered to support Obama OR If a donor has given the maximum $2,500 in permitted contributions, emails will stop hitting him up for money and start asking him to volunteer instead Tweet: #SCON12
  • 43. Information Integration "The big challenge to people in my line of business is merging offline and online data. The ability to connect an online impression to a terrestrial voter file would be immensely helpful in the predictive targeting process," said Lundry. Alex Lundry, VP and research director at TargetPoint Consulting Tweet: #SCON12
  • 44. Last Thought ―Some people have argued a person can get elected on a solely Internet campaign. I don’t think that’s true, nor will it probably ever be.‖ Robert Thompson, a professor of popular culture at Syracuse University Tweet: #SCON12
  • 45. Thank You! @BrentLeary BrentLeary.com Tweet: #SCON12
  • 46. Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback *Prizes for attendees who submit session feedback using the Mobile App 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 46
  • 47. #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 47