pr101- effective marketing and public relations for the automation industry

42
My name is Walt Boyes. I am Editor in Chief of Control and ControlGlobal.com, and a principal of Spitzer and Boyes LLC. In both endeavors, I am con@nuously involved in the uses and misuses of public rela@ons. I have been either doing public rela@ons and marke@ng or having them done to me for nearly forty years now. I’ve seen many changes, but not so many as I have seen in just the last decade. We are going to wade through the landscape of communica@ons and try to see what the current best prac@ces are. Some of those have not changed in decades. Some are as new as your last Tweet.

Post on 14-Sep-2014

3.311 views

Category:

Business


2 download

DESCRIPTION

Slides from May 2013 webinar for ISA Marketing and Sales Division

TRANSCRIPT

Page 1: PR101- effective marketing and public relations for the automation industry

My  name  is  Walt  Boyes.  I  am  Editor  in  Chief  of  Control  and  ControlGlobal.com,  and  a  principal  of  Spitzer  and  Boyes  LLC.  In  both  endeavors,  I  am  con@nuously  involved  in  the  uses  and  misuses  of  public  rela@ons.  I  have  been  either  doing  public  rela@ons  and  marke@ng  or  having  them  done  to  me  for  nearly  forty  years  now.  I’ve  seen  many  changes,  but  not  so  many  as  I  have  seen  in  just  the  last  decade.  We  are  going  to  wade  through  the  landscape  of  communica@ons  and  try  to  see  what  the  current  best  prac@ces  are.    Some  of  those  have  not  changed  in  decades.  Some  are  as  new  as  your  last  Tweet.      

Page 2: PR101- effective marketing and public relations for the automation industry

Did  you  ever  ask  yourself  why  automa@on  companies,  integrators  and  manufacturers  alike,  don’t  do  PR?    Is  the  answer  simply  that  the  management  staff  doesn’t  understand  what  it  is,  what  it  is  for?    Do  you  understand  what  Public  Rela@ons  is?    Do  you  understand  what  it  is  for?    Public  Rela@ons,  PR,  is  a  fundamental  part  of  any  integrated  marke@ng  program…any  integrated  marke@ng  communica@ons  program…any  branding  program.    PR  is  about  communica@on  and  communica@ng.    We’ll  talk  about  the  ways  PR  is  ESSENTIAL  in  the  automa@on  market.  

Page 3: PR101- effective marketing and public relations for the automation industry

Public  Rela@ons  is  the  art  and  prac@ce  of  communica@on  in  a  structured  way.    The  purpose  of  public  rela@ons  is  to  create  the  desired  effect  in  the  minds  of  the  recipients.    So  what  does  this  really  mean?    PR  prac@@oners  typically  are  aPemp@ng  to  present  a  concept,  an  idea,  or  a  series  of  ideas,  like  the  values  a  corpora@on  represents…in  a  way  that  is  structured  to:  

1. Cause  belief  2. S@mulate  ac@on  3. Add  value  

Page 4: PR101- effective marketing and public relations for the automation industry

Display  adver@sing  is  designed  to  cause  an  ac@on:    calling  an  800-­‐number,  reques@ng  informa@on  from  a  website,  calling  a  salesperson.    Public  rela@ons  is  a  bit  more  general  than  that.    Public  rela@ons  is  simply  about  crea@ng  posi@ve  “buzz”  in  a  structured  way,  around  an  idea.    In  essence,  a  public  rela@ons  campaign  is  aimed  at  all  of  the  stakeholders  of  an  enterprise,  while  adver@sing  is  aimed  directly  at  customers.    PR  serves  analysts,  customers,  shareholders,  media,  and  all  of  the  other  en@@es  with  an  interest  in  the  enterprise  as  a  whole.  

Page 5: PR101- effective marketing and public relations for the automation industry

There  is  a  concept  known  as  the  “marke@ng  mix.”    It  is  all  of  the  tools  and  strategies  an  enterprise  uses  to  communicate  its  values,  its  products,  its  services  to  the  public  and  to  customers.    The  marke@ng  mix  includes  display  adver@sing,  tradeshow  par@cipa@on,  direct  marke@ng,  field  sales,  online  marke@ng,  and  public  rela@ons.    Public  rela@ons  is  an  integral  part  of  the  marke@ng  mix.      In  fact,  it  is  the  glue  that  holds  the  mix  together.  Most  enterprises  do  public  rela@ons,  they  just  do  it  unconsciously,  and  therefore  they  do  it  poorly.    The  topics  we’ll  cover  in  this  seminar  are  designed  to  show  you  how  to  do  it  well.  

Page 6: PR101- effective marketing and public relations for the automation industry

The  six  basic  func@ons  of  PR  in  the  industrial  enterprise  are  talking  to  the  media,  product  marke@ng  issues  like  new  product  introduc@ons  and  new  product  releases,  par@cipa@on  in  tradeshows,  symposia  and  forums,  gaining  editorial  coverage,  communica@ng  with  all  of  the  stakeholders  of  your  company,  and  crisis  management.    There  is  a  seventh  func@on,  sort  of  a  metafunc@on,  that  is  composed  of  all  six,  plus  some  extra…and  that  func@on  is  management  and  conserva@on  of  your  brand.  

Page 7: PR101- effective marketing and public relations for the automation industry

Customer  empowerment…employee  empowerment…the  Internet  and  the  social  media  from  email  to  TwiPer  have  made  it  necessary  for  even  integrators  to  know  how  to  direct,  not  control,  the  message  they  want  to  present  to  the  public,  their  customers,  and  their  employees  and  suppliers.  It  maPers  what  you  say,  and  it  maPers  what  everyone  else  says.  Just  google  www.insertnameofcompanysucks.com  And  you’ll  see  what  I  mean.  

Page 8: PR101- effective marketing and public relations for the automation industry

You  don’t  have  products,  do  you?    Of  course  you  do,  even  if  you  are  just  an  integrator  and  it  is  only  a  proprietary  template  or  two.    One  of  the  products  you  have  is  the  reputa@on  of  your  work-­‐products.  Bet  you  don’t  really  see  that  as  a  product  of  itself.  You  can  use  the  same  skills  PR  brings  to  vendors  and  big  customers  to  gain  benefit  for  your  products,  your  reputa@on,  and  your  ability  to  aPract  and  keep  customers,  regardless  of  how  small  a  company  you  are.  

Page 9: PR101- effective marketing and public relations for the automation industry

Trade  shows  aren’t  dead.  They  are  undergoing  a  sea  change.  As  the  big  old  ones  die,  new  trade  shows  are  born,  more  targeted,  more  effec@ve.  But  how  you  do  at  a  trade  show  depends  nearly  en@rely  on  you,  not  on  the  trade  show  management.      At  a  trade  show,  you  can  kill  several  birds  with  the  same  stone.  Your  customers  can  aPend,  your  suppliers  and  vendor  partners  will  aPend.  Use  a  tradeshow,  even  when  you  aren’t  exhibi@ng.  Schedule  visits  to  your  vendor  partners.  And  above  all,  schedule  visits  with  your  customers.  Invite  them  to  the  show.  Make  sure  you  have  something  to  show  them  that’s  interes@ng  and  new.  This  can  be  incredibly  lucra@ve.  You  can  get  a  customer  to  meet  with  you  away  from  all  office  distrac@ons.  What’s  that  worth  to  you?      Don’t  just  go  to  a  tradeshow  and  wander  around  aimlessly.  

Page 10: PR101- effective marketing and public relations for the automation industry

Editorial  coverage,  I  can  assure  you,  is  wonderful–  especially  because  it  is  cheap  (but  it  is  not  free–  you  have  to  earn  it)  and  it  imparts  the  imprimatur  of  the  editor  on  the  coverage.  Wri@ng  ar@cles,  gecng  your  customers  to  byline  ar@cles,  and  producing  white  papers  and  tutorials  is  a  very  simple  and  rela@vely  inexpensive  way  to  build  up  your  reputa@on  and  increase  the  number  of  customers  you  can  touch.  Building  customer  bases  is  en@rely  a  numbers  game.  If  they  don’t  know  who  you  are,  you  may  not  even  get  a  chance  to  bid  that  project  you’d  like  to  do  so  much.  

Page 11: PR101- effective marketing and public relations for the automation industry

Lots  of  @mes  we  forget  to  sell  to  ourselves.  That’s  bad.  It  makes  for  bad  blood,  some@mes  even  permanent  fallings  out,  and  if  you  don’t  talk  to  your  people,  your  investors,  and  the  “inside  folks”  they  become  disaffected  and  leave.  

Page 12: PR101- effective marketing and public relations for the automation industry

You  think  you  don’t  need  crisis  management?  What  happens  if  a  project  you  did  goes  south?  Suppose  somebody  starts  saying  vicious  things  to  you  on  TwiPer  or  Facebook?  Do  you  have  a  Crisis  Management  Plan  to  go  along  with  your  Disaster  Recovery  Plan?  If  you  do,  great.  Keep  it  up  to  date.  If  you  don’t,  well…oops.      Just  look  at  the  Deepwater  Horizon  disaster.  Think  about  it.  Think  about  Stuxnet  and  Siemens’  PCS7.  Stuff  happens,  and  everybody  who  faces  the  media  and  the  public  needs  to  have  a  message  and  training  on  staying  on  message.    AND  here  is  where  transparency  and  honesty  make  friends.  Really.  

Page 13: PR101- effective marketing and public relations for the automation industry

Public  rela@ons  is  not  sales.    Public  rela@ons  is  not  adver@sing.    Public  rela@ons  is  that  part  of  marke@ng  that  is  the  glue  that  holds  an  integrated  marke@ng  communica@ons  plan  together.    PR  communicates  the  plan  itself.  It  is  important  to  see  how  this  works.    PR  communicates  any  and  all  of  the  ideas,  concepts  and  values  of  the  enterprise  to  all  of  the  stakeholders  of  the  enterprise…and  is  designed  to  aPain  a  stated  result.    Some@mes  that  result  is  more  “buzz”  about  your  capabili@es.    Some@mes  that  result  is  a  higher  stock  price  or  just  higher  visibility  in  the  market.    Some@mes  that  result  is  crisis  management.  

Page 14: PR101- effective marketing and public relations for the automation industry

One  of  the  biggest  fallacies  people  fall  into  when  they  think  of  PR  is  that  they  think  a  PR  person  can  communicate  anything  they  have  to,  true  or  not,  and  get  coverage  and  belief.    You  have  only  to  look  to  the  realm  of  poli@cs  and  consumer  business  to  see  that  that  is  far  from  true.    PR  can  communicate  facts,  and  truth.    Yes,  the  facts  are  selected  to  produce  the  correct  desired  response,  but  they  have  to  be  true,  and  they  have  to  be  mostly  “the  whole  story” and  they  have  to  be  interes@ng  and  worthy  of  being  listened  to.    One  of  the  most  common  mistakes  people  make  is  sending  out  the  same  @red  new  product  releases  several  @mes  a  year.    It  just  isn’t  “news.”  

Page 15: PR101- effective marketing and public relations for the automation industry

You  have  to  tell  the  truth,  no  maPer  how  unpleasant.  If  you’ve  been  good,  you  will  have  an  interes@ng  story  to  tell.  If  you’ve  not,  your  stakeholders  will  have  an  interes@ng  story  to  tell  about  you.  It’s  always  easier  to  stay  in  front  of  the  parade.  Look  at  the  mess  Toyota  got  into  a  couple  of  years  ago,  not  because  they  had  problems,  but  because  they  lied  about  it,  over  and  over.  In  the  old  days,  you  could  tell  people  what  to  think  because  marke@ng  owned  all  the  informa@on  channels.  With  social  media,  this  is  very  not  true.    There  are  so  many  ways  to  communicate  sa@sfac@on  or  dissa@sfac@on  with  a  company  now  that  you  simply  cannot  cover  them  all.  Because  the  customers  control  the  means  of  messaging,  it  is  important  to  be  open,  honest  and  forthright.  Giving  them  more  informa@on  is  bePer  than  less.  

Page 16: PR101- effective marketing and public relations for the automation industry

Social  media  is  not  new.  There  are  graffi@  on  the  walls  of  Pompei…that  is  social  media.  What’s  different  is  that  it  is  so  easy  to  be  heard  everywhere,  on  Facebook,  LinkedIn,  Google+,  TwiPer,  Foursquare,  and  the  host  of  others.  The  history  of  the  Internet  is  the  history  of  more  and  more  access  to  media  for  the  individual.  You  don’t  have  to  mail  a  complaint  to  a  vendor–  just  post  to  your  favorite  list.      When  Robert  Crandall  was  chairman  of  American  Airlines  he  commissioned  a  study  that  found  that  of  every  10  people  who  had  a  bad  experience,  3  would  talk  about  it,  but  7  would  walk  away  and  never  come  back.  Now,  I  think,  it  is  more  likely  that  7  or  8  will  give  you  a  serious  par@ng  shot  on  social  media  as  they  walk  away.  So  not  only  do  you  lose  customers  you  hear  about  why  they  are  leaving–  and  so  does  everyone  else.  

Page 17: PR101- effective marketing and public relations for the automation industry

The  key  to  using  social  media  is  to  use  as  many  social  media  clients  as  you  can,  use  them  regularly  and  make  sure  you  are  honest,  direct,  and  clear.  You  can  use  email,  TwiPer,  a  Facebook  page  and  a  Facebook  Group,  and  the  same  things  on  LinkedIn  to  keep  your  name  and  brand  in  the  public  eye  all  the  @me.  You  have  to  do  what  Emerson  has  done.  They  are  the  best  example  of  what  you  can  do  with  social  media.  In  fact,  they  have  a  corporate  director  of  social  media…that’s  all  Jim  Cahill’s  job  is…and  it  is  working.  Emerson  is  doing  the  one  thing  that  counts  more  than  anything  in  the  world  of  social  media…presence  must  be  consistent.  You  can’t  post  or  blog  or  tweet  once  in  a  while.  You  have  to  develop  a  presence  that  is  consistent  and  interes@ng.  This  is  hard  work,  but  the  rewards  are  amazing.  

Page 18: PR101- effective marketing and public relations for the automation industry

A  campaign  has  a  beginning,  a  middle,  and  an  end.    A  campaign  is  like  a  story,  and  if  you  think  about  planning  a  PR  campaign  as  if  you  were  telling  a  story,  it  is  not  only  a  good  analogy,  it  also  works  very  well  in  prac@ce.    First,  you  have  to  decide  what  the  purpose  of  the  campaign  is.    What  is  the  desired  result?    Do  you  want  to  drive  customers,  editors  and  analysts  to  your  website?    Do  you  want  to  announce  a  new  product?    A  new  service?    Do  you  want  to  trumpet  the  news  of  a  big  order  or  a  new  contract,  or  a  major  strategic  partnership  or  alliance?      

Page 19: PR101- effective marketing and public relations for the automation industry

A  typical  editor  of  a  typical  industrial  trade  journal  or  website  gets  between  1000  and  1500  press  and  product  releases  every  month.    If  this  doesn’t  give  you  pause,  think  about  how  long  it  takes  to  read  each  one…just  to  read  them.    Most  editorial  departments  do  triage.    They  sort  them  into  two  piles:  frequent  adver@sers  and  not.    They  go  through  both  piles.    If  in  the  first  two  seconds,  something  about  the  release  jumps  out  at  them,  they  save  it.    Otherwise,  it  gets  “round  filed.”  In  self  defense,  many  years  ago,  I  stopped  looking  at  printed  releases,  and  only  consider  email  releases  now.  I  can’t  remember  the  last  @me  somebody  mailed  me  a  release.    This  is  good  news  and  bad  news.  The  good  news  is  that  I  can  handle  them  more  easily.  The  bad  news  is  that  it  is  easier  and  cheaper  to  send  them,  so  I  get  lots  more  of  them.  I  get  releases  that  are  not  even  close  to  my  editorial  purview.  I  get  poli@cal  press  releases,  releases  on  self-­‐help  books,  you  name  it,  because  it  is  really  easy  to  spam  editors.  This  doesn’t  mean  I  read  them.  

Page 20: PR101- effective marketing and public relations for the automation industry

Here  is  the  real  trick!    The  more  you  know  the  editors  in  your  market,  and  the  more  they  know  you,  the  easier  it  is  to  get  your  well-­‐wriPen,  topical,  targeted  press  or  product  release  run.    It  is  not    about  “who  you  know”  as  much  as  it  is  about  “do  it  right,  and  be  known  to  them.”    Editors  can  do  many  things  for  you.    You  can  get  interes@ng  @dbits  of  compe@@ve  intelligence  by  trading  informa@on  for  informa@on.    You  can  get  that  much-­‐sought-­‐aker  commodity,  free  publicity.    You  can  get  ar@cle  placements,  if  the  editor  knows  you,  and  knows  that  you  can  deliver  on  @me  when  you  say  you  will.    And  if  you  know  the  editor,  you  will  know  what  style  of  wri@ng,  and  what  style  of  image,  are  most  likely  to  get  you  the  press  coverage  you  are  looking  for.  

Page 21: PR101- effective marketing and public relations for the automation industry

Once  you  have  achieved  a  rela@onship  of  mutual  respect  and  trust  with  the  editorial  staffs  of  your  targeted  publica@ons,  you  can  begin  to  pitch  them  ar@cles  for  editorial  space.    These  are  priceless  in  the  way  they  can  affect  the  market  for  a  product.  One  of  the  greatest  sins  in  industrial  PR  is  submicng  a  “puff  piece”  for  editorial  coverage  when  you’ve  agreed  to  submit  a  1500  word  ar@cle.    The  editor  has  saved  space  for  you,  and  now  he  has  to  find  something  else  to  fit  in  those  four  pages.    He  may  never  accept  another  ar@cle  from  you.      

Page 22: PR101- effective marketing and public relations for the automation industry

It  is  a  fundamental  axiom  that  if  you  are  going  to  par@cipate  in  a  tradeshow,  you  must  aPend  with  a  plan.  Much  of  that  plan  is  PR.  If  you  are  making  a  new  product  announcement,  you  need  a  PR  plan.  If  you  are  making  some  strategic  alliance  announcements,  you  need  a  PR  plan.    If  you  are  mee@ng  with  analysts  and  editors,  you  need  a  PR  plan.    If  you  want  to  get  your  most  significant  users  to  aPend  and  visit  your  stand,  you  need  a  PR  plan.    A  clear  and  S.M.A.R.T.  PR  plan  for  a  tradeshow  can  make  the  difference  between  a  lackluster  and  expensive  experience  and  a  vibrant  and  useful  venture.    That’s,  for  those  of  you  who  don’t  know  the  acronym,  a  plan  that  is  Specific,  Measureable,    

Page 23: PR101- effective marketing and public relations for the automation industry

PR  is  the  vehicle  of  choice  to  communicate  the  company  brand.  Together  with  adver@sing,  it  is  the  way  the  company  speaks  to  its  customer  base  and  its  compe@tors  and  the  media  and  analysts  who  moderate  the  marketspace  the  company  lives  in.    The  company  brand  must  be  communicated  in  a  coherent  and  totally  consistent  way  to  the  internal  stakeholders,  external  stakeholders  and  stockholders  of  the  company.  

Page 24: PR101- effective marketing and public relations for the automation industry

That’s  a  big  fancy  defini@on.    Basically,  your  brand  is  everything  you  stand  for.    It  is  the  image  you  have  created,  and  that  you  live  up  to  every  day  in  the  marketplace.    Anything  you  do  to  reinforce  the  posi@ves  in  your  brand  image  can  only  help,  but  anything  you  do  that  contributes  a  nega@ve  to  your  brand  image  hurts.    And  by  the  “law  of  10,000  APaboys”  a  nega@ve  contribu@on  to  brand  hurts  more  than  a  posi@ve  contribu@on  to  brand  image  helps.  

Page 25: PR101- effective marketing and public relations for the automation industry

While  marke@ng  is  designed  to  promote  the  company’s  products  and  services,  and  adver@sing  is  designed  to  generate  sales,  PR  is  designed  to  communicate  the  values  on  which  the  company  stands.    These  values  are  what  stand  behind  the  company’s  brand.    These  values  are  the  company  bedrock.  As  long  as  the  company  acts  in  congruence  with  these  values,  PR  can  further  the  image  of  the  company,  and  thus  the  company  brand.    When  the  company  acts  incongruously,  PR  can  ameliorate  the  damage,  but  cannot  en@rely  reduce  it.  

Page 26: PR101- effective marketing and public relations for the automation industry

United  Airlines  has  stopped  using  the  tagline,  “The  friendly  skies.”    Why?  Simply  put,  United  has  a  reputa@on  for  bad  service,  surly  employees,  and  general  unfriendliness.    Their  tagline  was  causing  cogni@ve  dissonance  and  was  clearly  losing  them  more  friends  than  gaining  them.    Southwest  Airlines  is  a  no-­‐frills  airline.  They  promise  cheap  fares,  and  nothing  else.    And  for  over  25  years,  Southwest  has  been  the  most  successful  airline.    Why?  Because  everything  they  do  is  congruent  with  their  message.    And  they  do  it  with  verve  and  élan.    They  are  en@rely  “on  brand.”    There  is  no  cogni@ve  dissonance  with  Southwest.  You  get  what  you  expect,  and  more.    While  with  United  and  most  of  the  other  airlines,  you  expect  some  service,  some  ameni@es,  some  civility,  and  what  you  get  is  a  lousy  airline.    Too  many  automa@on  companies  act  the  same  way.    Even  the  best  PR    

Page 27: PR101- effective marketing and public relations for the automation industry

There  is  a  current  trend  toward  debasing  strong  brands.  Even  Southwest  has  fallen  prey  to  this  to  some  extent.  The  idea  is  that  you  can  abuse  “just  a  liPle  bit”  your  customers,  without  hur@ng  the  brand  unduly.  This  supposed  brand  elas@city  is  supposed  to  allow  you  to  extract  more  value  from  the  customer  without  giving  them  more  value…or  giving  them  less  value.    As  Jon  Stewart  said  about  the  proposed  makeover  of  the  “Brave”  heroine  Merida  by  Disney:  They  think  they  can  get  away  with  this  because  they  think  we  are  stupid!  Your  customers  are  not  stupid,  and  they  have  highly  tuned  super  heterodyne  BS  detectors.      They  may  let  you  get  away  with  debasing  your  brand  for  a  while,  but  they’ll  soon  be  looking  around  for  another  vendor  with  the  values  they  originally  saw  in  you  and  your  products  and  services.    

Page 28: PR101- effective marketing and public relations for the automation industry

Just  as  PR  is  a  channel  for  external  communica@ons,  so  it  can  be  for  internal  communica@ons.    It  is  every  bit  as  important  for  employees,  suppliers  and  other  internal  stakeholders  to  be  informed  on  the  company’s  goals,  objec@ves,  and  values  as  it  is  for  analysts  and  editors  in  the  media,  and  for  stockholders  to  be  informed.    Communica@ng  the  company’s  brand  values  and  vision  internally  and  con@nually  reinforces  them  in  the  minds  of  employees  and  reduces  the  poten@al  for  cogni@ve  dissonance  when  a  customer  runs  across  a  problem  employee.    BP  fell  afoul  of  this  in  the  Deepwater  Horizon  mess.  BP  had,  in  the  five  years  between  the  Texas  City  disaster  and  Deepwater  Horizon,  spent  over  $2  billion  (with  a  B)  on  training  designed  to  create  a  new  safety  culture  in  the  company.  Unfortunately,  even  though  the  effort  had  support  from  the  highest  levels  in  the  company,  it  ran  afoul  of  employees  who  felt  it  was  bePer  to  con@nue  maximizing  bonuses,  etc.  by  not  improving  safety–  and  the  result  is  that  BP  has  now  spent  many  more  billions  trying  to  fix  the  problems  they  caused.      If  all  those  employees  had  been  truly  on  board  with  the  safety  culture  that  Tony  Hawood,  Deb  Grube  and  Ed  Sieg  were  trying  to  create  in  BP,  it  is  arguable  that  the  Deepwater  Horizon  accident  might  not  have  happened.  

Page 29: PR101- effective marketing and public relations for the automation industry

Typically,  the  only  way  PR  is  knowingly  used  in  most  automa@on  companies  is  for  shareholder  communica@ons.    Shareholders  need  the  same  communica@ons  that  the  internal  stakeholders  do,  and  companies  who  are  forthright  and  forthcoming  with  their  stockholders  and  stakeholders  do  bePer  at  maintaining  their  stock  prices  even  in  the  wake  of  unfavorable  news  than  companies  who  ignore  their  stockholders  except  for  the  annual  report,  and  ignore  their  stakeholders  en@rely.  

Page 30: PR101- effective marketing and public relations for the automation industry

The  lessons  learned  from  the  downsizings  of  the  1980’s  are  clear.    If  you  want  a  workforce  that  is  on-­‐board  with  the  goals  and  objec@ves,  vision  and  brand  of  the  company,  you  have  to  be  completely  honest  and  open  with  them,  especially  about  bad  news.    Hiding  the  fact  that  layoffs  are  coming  produces  good  old  cogni@ve  dissonance,  which  leads  immediately  to  a  loss  of  trust  in  management.    Employees  (just  like  your  customers)  have  extremely  well-­‐tuned  super  heterodyne  bullshit  detectors  (remember  I  said  this  before),  and  it  is  stupid  to  even  try  to  fool  them,  or  to  think  that  they  don’t  know  what  is  going  on,  just  because  you  haven’t  announced  it  yet.    

Page 31: PR101- effective marketing and public relations for the automation industry

Every  industrial  enterprise  dreads  the  crisis.    The  call  comes  in  the  middle  of  the  night.    Your  tanker  is  aground.    Your  mine  has  collapsed.    Somebody’s  plant  has  exploded,  and  your  product  was  at  fault.    There  is  a  leak  into  the  groundwater.    Whatever  it  is,  you  need  to  have  planned  for  how  to  handle  a  crisis,  have  a  team  in  place  to  manage  it,  take  responsibility  and  correc@ve  ac@on  swikly,  and  provide  easy  access  to  informa@on  as  honestly  and  openly  as  possible.      

Page 32: PR101- effective marketing and public relations for the automation industry

These  rules  are  decep@vely  simple,  yet  companies  fail  the  crisis  test  every  day.    Maybe  it  is  just  too  simple.    The  secret  to  crisis  management  is  to  be  open,  honest,  and  work  hard  to  solve  the  problem.      If  it  is  your  fault,  accept  responsibility  early  in  the  crisis,  and  start  correc@ve  ac@on  immediately.  Take  your  lumps.  The  correc@ve  ac@on  you  say  you  will  take  must  be  clear,  quick,  meaningful  and  actually  correct  the  problem–  and  make  the  situa@on  whole  again.  Stonewalling  in  a  crisis  will  get  you  what  Nixon  got.    If  it  is  not  your  fault,  communicate  that  at  every  opportunity,  while  emphasizing  that  you  are  there,  shirtsleeves  rolled  up,  working  to  solve  the  problem  anyway.    Remember  that  you  are  telling  a  story,  as  it  is  happening.    You  are  a  reporter  for  your  company’s  side  of  the  story.    Keep  it  to  Who,  What,  When,  Where,  How  and  Why  as  much  as  you  can.    The  simpler  the  story  you  tell,  the  more  likely  it  will  not  be  changed  much  by  the  media  as  they  report  it.    

Page 33: PR101- effective marketing and public relations for the automation industry

Okay,  everything  I’ve  told  you  is  true.  But  it  begs  the  ques@on.  The  real  issue  is  how  do  you  actually  put  together  an  integrated  marke@ng  communica@ons  plan  that  works.  For  the  next  few  minutes,  we  are  going  to  look  at  a  new  way  of  seeing  the  problem.  

Page 34: PR101- effective marketing and public relations for the automation industry

I  find  it  useful  to  look  at  the  things  you  need  to  do  as  part  of  a  cascade  control  loop–  appropriate  for  automa@on  industry  marke@ng,  no?    Look  at  the  tasks  as  OUTBOUND  communica@ons,  first.  All  of  these  things  allow  your  customers  to  find  you,  touch  you,  on  their  terms.  Note  that  all  of  them  are  designed  to  make  you  “authorita@ve”  in  the  Google  sense.  The  more  authorita@ve  you  appear  to  Google,  the  higher  you  will  appear  in  the  organic  search  rankings–  and  the  majority,  maybe  even  the  vast  majority  of  customers  find  you  on  Google  now.  Note  that  all  of  this  is  content.  It  is  high  value  content.  You  can’t  post  much  self-­‐serving  bullshit  on  Wikipedia.  People  stop  reading  white  papers  if  they  are  thinly  disguised  brochureware.  

Page 35: PR101- effective marketing and public relations for the automation industry

Ever  since  the  studies  showed  that  (except  for  poli@cal  hot  buPon  issues)  Wikipedia  is  as  authorita@ve  as  any  other  reference  work,  people  have  been  looking  up  automa@on  related  topics  there.  One  of  the  most  significant  things  you  can  do  is  to  make  sure  that  you  have  good  Wikipedia  pages  for  the  company,  for  its  products,  and  that  your  principals  and  experts  have  biographical  essays,  CVs  and  bibliographies  on  Wikipedia.  It  is  also  worth  many  bonus  points  to  contribute  to  pages  on  industry  issues.  Wikipedia  can  then  become  the  core  of  your  campaign  to  make  your  brand  “authorita@ve.”  

Page 36: PR101- effective marketing and public relations for the automation industry

Highly  technical  marke@ng  has  always  had  a  spot  for  ar@cles  and  whitepapers.  The  problem  is  that  while  everyone  knows  that  you  should  write  them,  everyone  also  has  the  opinion  that  if  an  employee  has  the  @me  to  write  them,  he  or  she  isn’t  doing  their  real  job,  or  is  underemployed.    Nothing  could  be  further  from  the  truth.  The  fact  is,  customers  want  NONCOMMERCIAL  sources  of  informa@on.  Your  company  has  some  of  the  best  experts  on  how  to  apply  the  products  you  make  anywhere.  It  is  really  important  to  consistently  create  good,  high  quality,  non-­‐commercial  whitepapers  and  applica@on  and  case  study  ar@cles.  Again,  like  social  media,  it  is  important  to  do  this  consistently,  so  that  customers  and  poten@al  customers  can  expect  to  see  new  material  on  a  regular  schedule.  There  are  also  numerous  ways  to  campaign  those  white  papers  and  ar@cles,  too,  and  the  sales  leads  you  get  are  generally  either  A  or  B  level  leads.  

Page 37: PR101- effective marketing and public relations for the automation industry

Presenta@ons,  short  courses,  and  webinars  are  another  way  to  aPract  an  audience  to  share  your  exper@se.  Once  again,  these  cannot  be  sales  pitches.  Webinars  used  to  be  prohibi@vely  expensive  to  do,  but  with  tools  like  GoToWebinar  (which  happens  to  be  the  webinar  engine  we  are  using  today),  anyone  can  produce,  present  and  record  a  webinar.  Recorded  webinars  are  tremendous  sources  of  more  data  for  Wikipedia.    

Page 38: PR101- effective marketing and public relations for the automation industry

Once  you  have  your  recorded  presenta@on,  and  your  webinar,  post  them  on  YouTube.  There  are  thousands  of  automa@on  related  audio  and  video  tracks  on  YouTube.  You  can  stream  them  to  your  website,  you  can  campaign  them,  you  can  send  people  to  them  in  many  different  ways  using  social  media.  How  much  viewership  can  something  like  flow  measurement,  for  example,  get?    Well,  the  video  of  me  talking  about  “Back  To  Basics:  DP  Flow  Measurement”  has  had  over  55  thousand  views  in  four  years.  

Page 39: PR101- effective marketing and public relations for the automation industry

Just  like  Wikipedia  is  the  anchor  of  your  Outbound  communica@on  loop,  your  own  blogs  are  the  linchpin  of  the  inbound  communica@on  loop.  Yes,  blogging  is  an  outbound  ac@vity,  but  the  reason  you  are  doing  it  is  to  increase  the  crea@on  of  a  community  around  your  company  and  your  products.  But  you  can’t  just  blog.  You  have  to  push  the  stuff  you  are  blogging  (as  well  as  all  the  stuff  you  are  producing  as  outbound  content)  to  your  customers,  and  people  who  might  become  your  customers.  Blogging  must  be  consistent.  You  can  have  one  blog,  or  mul@ple  blogs.  Each  blog  should  have  its  own  “voice”  that  people  come  to  recognize.    

Page 40: PR101- effective marketing and public relations for the automation industry

Here  is  where  social  media  are  cri@cal.  This  is  how  you  interact  with  your  customers  and  stakeholders–  how  you  disseminate  the  knowledge  you  have  amassed,  and  the  content  you  have  created.  Here  is  where  people  comment  on  what  you  say,  and  expect  you  to  listen  to  them.  This  is  the  feedback  por@on  of  the  cascade  control  loop.  

Page 41: PR101- effective marketing and public relations for the automation industry

This  en@re  system,  this  en@re  integrated  marke@ng  communica@ons  program,  depends  on  content,  and  lots  of  it.  The  good  news  is  that  there  are  content  creators  available  who  are  capable  of  producing  as  much  content  as  you  want  or  need,  without  breaking  your  bank.  Look  for  people  with  industry  and  applica@on  specific  knowledge  already.  You  should  not  have  to  spend  hours  or  days  teaching  the  content  provider  your  business.  There  are  several  good  content  providers  I  recommend  to  people  when  they  ask.    You  do  have  to  spend  the  money,  though.  You  can’t  just  say  you  are  going  to  do  all  these  things.  You  have  to  have  the  content  wriPen  or  produced,  and  you  have  to  have  schedules  for  producing  and  publishing  it.  Otherwise,  you  are  just  mouthing  motherhood  statements.    And  then  you’ll  have  the  opinion  that  all  this  newfangled  interac@ve  marke@ng  communica@ons  stuff  doesn’t  work.  It  does,  YOU  don’t.  

Page 42: PR101- effective marketing and public relations for the automation industry

So  that’s  PR  for  Automa@on  Professionals.    I  hope  you  have  a  bePer  understanding  of  PR’s  place  in  the  marke@ng  mix,  and  how  important  proper  use  of  public  rela@ons  can  be  to  the  strength  of  your  company  and  your  brand.    In  a  minute  we’ll  open  the  discussion  up  to  ques@ons,  but  I  want  to  thank  you  for  the  opportunity  to  speak  to  you  today.    I’ve  enjoyed  it  and  I  hope  you  have  too.    

We  will  be  pos@ng  the  recording  of  this  webinar,  but  if  you  want  a  PDF  copy  of  the  slides  and  speakers  notes,  send  me  your  contact  informa@on  at  [email protected]  and  I’ll  see  that  you  get  one.    

If  aker  the  webinar,  you  have  ques@ons  on  a  specific  issue,  feel  free  to  contact  me  either  at  Control  or  at  Spitzer  and  Boyes  LLC.    

And  now,  on  to  ques@ons!