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Getting Social with CRM

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    “Build it, and they will come” only works in the movies. Social Media is a “build it, nurture it, engage them, and they may come and stay.”
    - Seth Godin: Author, Entrepreneur

    For several months now, my friends, peers, and followers have been asking me to write about Social CRM. I’ve been resisting it because I struggled with a way to approach such a broad and far reaching topic. However, I haven’t been ignoring the subject, I’ve been thinking about how to write about it. Well, I’ve finally figured it out. Hooray!  This is the first of a four part series on Social CRM. In this installment, I want to give a basic introduction on social CRM and set the stage for the three detailed articles that follow.

    Social CRM means a lot of things to a lot of different people and it is very possible that you may disagree with my basic definitions.

    “Social CRM is the process of enabling collaboration and conversation around your products, your services, and your organization.”

    I think that social CRM represents the new frontier of customer engagement and as such, the effective implementation of social CRM strategies needs to span the traditional internal boundaries of marketing, sales and customer service. Now, there are a lot of people (CEOs, Consultants, etc.) that try to make this topic seem very complex.  I respectfully suggest to you that it isn’t that hard if you break the topic into a set of manageable sections. I call these sections communities.

    1. Internal Communities: Your employees, your partners, your internal stakeholders need the ability to effectively work and collaborate in real time. However, this collaboration can’t be done without a purpose, without context otherwise you end up with distractions, noise, and clutter that prohibit you from getting stuff done.
    2. Managed Communities: Your customers need a place that they can go to collaborate and communicate with you in a structured manner. The traditional approach to managed communities is a website, but I’ve seen an evolution of this approach to include webcasts; chat-driven town hall meetings, user groups, and customer advisory programs.
    3. Unmanaged Communities: This one is pretty self-explanatory. There are a lot of places including popular social sites like Twitter and Facebook as well as topic specific sites like TripAdvisor that exist outside of your control or management.

    In the next three articles, I am going to dig into each of these communities and the technologies that can be leveraged to provide the stakeholders the ability to engage and collaborate.  The key take-away from this post is that you can’t ignore the impact and importance of social media. As more and more of our customers look to social media and peer-driven recommendations for products and services, we need to be able to harness this voice to drive innovation, awareness, engagement, and collaboration.

    As always, let me know what you think. Let’s keep the conversation going.

    Make sure you read the next post in the series to learn more.

    About Matt Keenan

    Matt is a 20+ year veteran of the Customer Relationship Management (CRM) market and has extensive experience in sales, implementation, and effective adoption of CRM solutions from small companies to large enterprises. He has had the opportunity to work with customers like Dow Chemical, Wal-Mart, ACNielsen, United States Department of Defense, Archer Daniels Midland, and United Airlines on their CRM initiatives. View all posts by Matt Keenan →
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