social crm: managing online relationships

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Heidi Miller, Social Media Consultant, www.heidi-miller.com @heidimiller http://profile.to/heidimiller Social CRM: Best Practices for Building & Managing Online Relationships 1 Wednesday, April 13, 2011

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Heidi Miller, Social Media Consultant, www.heidi-miller.com@heidimiller

http://profile.to/heidimiller

Social CRM:

Best Practices forBuilding & Managing Online Relationships

1Wednesday, April 13, 2011

Goals, not tools

@heidimiller #huzzah

2Wednesday, April 13, 2011

Focus your

strategy

@heidimiller #huzzah

3Wednesday, April 13, 2011

Focus your

strategy

@heidimiller #huzzah

• Who is your target audience?

• What is your marketing goal(s)?

• How will you measure success?

3Wednesday, April 13, 2011

Relationship Strategy

• Whom do you want to reach?

• Why?

• What do you want them to do?

• How can you help them?

• How will you know when you’ve succeeded?

• What are your current marketing goals?

@heidimiller #huzzah

4Wednesday, April 13, 2011

Where are your key

influencers?• LinkedIn• Facebook• Twitter• Flickr• MySpace• Amazon reviews• iTunes• Forums

@heidimiller #huzzah

5Wednesday, April 13, 2011

Where are your key

influencers?• LinkedIn• Facebook• Twitter• Flickr• MySpace• Amazon reviews• iTunes• Forums

@heidimiller #huzzah

5Wednesday, April 13, 2011

Who are you

trying to engage?

@heidimiller #huzzah

6Wednesday, April 13, 2011

% Growth of adults updating Twitter status

@heidimiller #huzzah

7Wednesday, April 13, 2011

Average Facebook User Profile

Source: http://smmcats.com/facebook-demographics/@heidimiller #huzzah

8Wednesday, April 13, 2011

Average Facebook User Profile

Source: http://smmcats.com/facebook-demographics/

✦ Has 130 friends on the site

@heidimiller #huzzah

8Wednesday, April 13, 2011

Average Facebook User Profile

Source: http://smmcats.com/facebook-demographics/

✦ Has 130 friends on the site✦ Sends 8 friend requests per month

@heidimiller #huzzah

8Wednesday, April 13, 2011

Average Facebook User Profile

Source: http://smmcats.com/facebook-demographics/

✦ Has 130 friends on the site✦ Sends 8 friend requests per month✦ Spends an average 15:33 on Facebook per month

@heidimiller #huzzah

8Wednesday, April 13, 2011

Average Facebook User Profile

Source: http://smmcats.com/facebook-demographics/

✦ Has 130 friends on the site✦ Sends 8 friend requests per month✦ Spends an average 15:33 on Facebook per month✦ Visits the site 40x per month

@heidimiller #huzzah

8Wednesday, April 13, 2011

Average Facebook User Profile

Source: http://smmcats.com/facebook-demographics/

✦ Has 130 friends on the site✦ Sends 8 friend requests per month✦ Spends an average 15:33 on Facebook per month✦ Visits the site 40x per month✦ Spends 23 minutes on each visit

@heidimiller #huzzah

8Wednesday, April 13, 2011

Average Facebook User Profile

Source: http://smmcats.com/facebook-demographics/

✦ Has 130 friends on the site✦ Sends 8 friend requests per month✦ Spends an average 15:33 on Facebook per month✦ Visits the site 40x per month✦ Spends 23 minutes on each visit✦ Is connected to 80 community pages, groups and events

@heidimiller #huzzah

8Wednesday, April 13, 2011

Average Facebook User Profile

Source: http://smmcats.com/facebook-demographics/

✦ Has 130 friends on the site✦ Sends 8 friend requests per month✦ Spends an average 15:33 on Facebook per month✦ Visits the site 40x per month✦ Spends 23 minutes on each visit✦ Is connected to 80 community pages, groups and events

✦ Creates 90 pieces of content each month

@heidimiller #huzzah

8Wednesday, April 13, 2011

Average Facebook User Profile

Source: http://smmcats.com/facebook-demographics/

✦ Has 130 friends on the site✦ Sends 8 friend requests per month✦ Spends an average 15:33 on Facebook per month✦ Visits the site 40x per month✦ Spends 23 minutes on each visit✦ Is connected to 80 community pages, groups and events

✦ Creates 90 pieces of content each month✦ 200 million people access Facebook via a mobile device each day

@heidimiller #huzzah

8Wednesday, April 13, 2011

Average Facebook User Profile

Source: http://smmcats.com/facebook-demographics/

✦ Has 130 friends on the site✦ Sends 8 friend requests per month✦ Spends an average 15:33 on Facebook per month✦ Visits the site 40x per month✦ Spends 23 minutes on each visit✦ Is connected to 80 community pages, groups and events

✦ Creates 90 pieces of content each month✦ 200 million people access Facebook via a mobile device each day

✦ More than 30 billion pieces of content are shared each day

@heidimiller #huzzah

8Wednesday, April 13, 2011

Average Facebook User Profile

Source: http://smmcats.com/facebook-demographics/

✦ Has 130 friends on the site✦ Sends 8 friend requests per month✦ Spends an average 15:33 on Facebook per month✦ Visits the site 40x per month✦ Spends 23 minutes on each visit✦ Is connected to 80 community pages, groups and events

✦ Creates 90 pieces of content each month✦ 200 million people access Facebook via a mobile device each day

✦ More than 30 billion pieces of content are shared each day✦ Users that access Facebook on mobile devices are twice as active as non-mobile users

@heidimiller #huzzah

8Wednesday, April 13, 2011

Average Facebook User Profile

Source: http://smmcats.com/facebook-demographics/

✦ Has 130 friends on the site✦ Sends 8 friend requests per month✦ Spends an average 15:33 on Facebook per month✦ Visits the site 40x per month✦ Spends 23 minutes on each visit✦ Is connected to 80 community pages, groups and events

✦ Creates 90 pieces of content each month✦ 200 million people access Facebook via a mobile device each day

✦ More than 30 billion pieces of content are shared each day✦ Users that access Facebook on mobile devices are twice as active as non-mobile users

✦ Facebook generates a staggering 770 billion page views per month

@heidimiller #huzzah

8Wednesday, April 13, 2011

Average age of SNS users by site

@heidimiller #huzzah

9Wednesday, April 13, 2011

Average age of SNS users by site

@heidimiller #huzzah

9Wednesday, April 13, 2011

Average age of SNS users by site

@heidimiller #huzzah

9Wednesday, April 13, 2011

Average age of SNS users by site

@heidimiller #huzzah

9Wednesday, April 13, 2011

Average age of SNS users by site

@heidimiller #huzzah

9Wednesday, April 13, 2011

Average age of SNS users by site

@heidimiller #huzzah

9Wednesday, April 13, 2011

Know your

super-power

@heidimiller #huzzah

10Wednesday, April 13, 2011

Why should anyone interact with your brand?

@heidimiller #huzzah

11Wednesday, April 13, 2011

• We help people who spend/enjoy/love _________ and who need ________

Why should anyone interact with your brand?

@heidimiller #huzzah

11Wednesday, April 13, 2011

• We help people who spend/enjoy/love _________ and who need ________

• Who are facing ______________

Why should anyone interact with your brand?

@heidimiller #huzzah

11Wednesday, April 13, 2011

• We help people who spend/enjoy/love _________ and who need ________

• Who are facing ______________

• After interacting with us will enjoy _________________

Why should anyone interact with your brand?

@heidimiller #huzzah

11Wednesday, April 13, 2011

• We help people who spend/enjoy/love _________ and who need ________

• Who are facing ______________

• After interacting with us will enjoy _________________

• While enabling ______________

Why should anyone interact with your brand?

@heidimiller #huzzah

11Wednesday, April 13, 2011

• We help people who spend/enjoy/love _________ and who need ________

• Who are facing ______________

• After interacting with us will enjoy _________________

• While enabling ______________

• Compared to _______________

Why should anyone interact with your brand?

@heidimiller #huzzah

11Wednesday, April 13, 2011

Know before you Tweet... monitor

@heidimiller #huzzah

12Wednesday, April 13, 2011

Set up Google alertwww.google.com/alert

Your name Your brand Your product or service Competitor’s names Issues Keywords

@heidimiller #huzzah

13Wednesday, April 13, 2011

1. Enter search term

@heidimiller #huzzah

14Wednesday, April 13, 2011

1. Enter search term 2. Choose Everything

@heidimiller #huzzah

14Wednesday, April 13, 2011

1. Enter search term 2. Choose Everything

3. Enter email & create@heidimiller #huzzah

14Wednesday, April 13, 2011

Build online reputation

@heidimiller #huzzah

15Wednesday, April 13, 2011

@heidimiller #huzzah

16Wednesday, April 13, 2011

@heidimiller #huzzah

Be personalBe generousBe relevant

16Wednesday, April 13, 2011

Building Presence

@heidimiller #huzzah

17Wednesday, April 13, 2011

• Blogs/podcastsPost thoughtfully on a regular basis on relevant topics

Comment on relevant blogs

Call in podcast comments

• FacebookLike

Comment

Join Facebook events

Share Facebook events

Invite more people to Facebook events

Tag friends in photos

• TwitterReTweet relevant, useful content

Reply promptly

Twitter events with hashtag

Participate in Follow Friday

• Comment on LinkedIn group posts

Building Presence

@heidimiller #huzzah

17Wednesday, April 13, 2011

Expose yourself

@heidimiller #huzzah

18Wednesday, April 13, 2011

@heidimiller #huzzah

19Wednesday, April 13, 2011

Act like a person...

not

@heidimiller #huzzah

a brand

19Wednesday, April 13, 2011

@heidimiller #huzzah

20Wednesday, April 13, 2011

@heidimiller #huzzah

20Wednesday, April 13, 2011

@heidimiller #huzzah

20Wednesday, April 13, 2011

@heidimiller #huzzah

20Wednesday, April 13, 2011

Express personality

@heidimiller #huzzah

21Wednesday, April 13, 2011

@heidimiller #huzzah

22Wednesday, April 13, 2011

@heidimiller #huzzah

22Wednesday, April 13, 2011

@heidimiller #huzzah

23Wednesday, April 13, 2011

Be personable...

without being

@heidimiller #huzzah

too personal

23Wednesday, April 13, 2011

Keep a topical focus

@heidimiller #huzzah

• Strategize your superpower keywords and topics

• Focus 75% of your original content on those topics

• Keep a clear content focus

• Keep a clear brand identity

@heidimiller #huzzah

24Wednesday, April 13, 2011

Setting up your Facebook profile/Page

@heidimiller #huzzah

25Wednesday, April 13, 2011

Page or Person?

Page Benefits

• Name as brand entity

• Multiple admins

• Access to analytics

• Can message over 5,000 fans

• Can message all fans simultaneously

• Unique ID with 25+ fans

Page Drawbacks

• Friends can’t friend you

• Friends can’t invite you to events

• Lack of desire to friend a brand

• Updates go to a separate inbox

@heidimiller #huzzah

26Wednesday, April 13, 2011

Profile Basics

• Use logo for Facebook Page

• Use consistent, friendly, professional profile photo everywhere else

• Person’s face

• No kids or pets

• Create consistent one-line brand statement

• Create consistent one-paragraph statement

• Representatives should disclose company relationships

• Use www.knowem.com to save name across SNS

• Capture your brand or as close as you can get to it

@heidimiller #huzzah

27Wednesday, April 13, 2011

Profile do’s• Basic info

• Profile photo

• Relationships

• Likes and interests

• Education and work

• Contact info

@heidimiller #huzzah

28Wednesday, April 13, 2011

Profile do’s• Basic info

• Profile photo

• Relationships

• Likes and interests

• Education and work

• Contact info• Look like you• Convey your brand image• Convey a human being@heidimiller

#huzzah29Wednesday, April 13, 2011

Profile do’s• Basic info

• Profile photo

• Relationships

• Likes and interests

• Education and work

• Contact info• Consider relatives’ privacy wishes

@heidimiller #huzzah

30Wednesday, April 13, 2011

Profile do’s• Basic info

• Profile photo

• Relationships

• Likes and interests

• Education and work

• Contact info

@heidimiller #huzzah

31Wednesday, April 13, 2011

Profile do’s• Basic info

• Profile photo

• Relationships

• Likes and interests

• Education and work

• Contact info

Add personal and professional activities

and interests

Music, books and movies show your

personality

@heidimiller #huzzah

31Wednesday, April 13, 2011

Basic info• Hometown

• Location

• Birthday

• Gender

• Bio: tell a story

@heidimiller #huzzah

32Wednesday, April 13, 2011

Page do’s

• Wall settings

• Info information

• Photos

• Videos

• Events

@heidimiller #huzzah

33Wednesday, April 13, 2011

@heidimiller #huzzah

34Wednesday, April 13, 2011

Set brand + others as Wall default

@heidimiller #huzzah

34Wednesday, April 13, 2011

@heidimiller #huzzah

35Wednesday, April 13, 2011

Always let others post to your Wall

@heidimiller #huzzah

35Wednesday, April 13, 2011

Page do’s

• Wall settings

• Info information

• Photos

• Videos

• Events

@heidimiller #huzzah

36Wednesday, April 13, 2011

@heidimiller #huzzah

37Wednesday, April 13, 2011

Say which humans are posting and

listening

@heidimiller #huzzah

37Wednesday, April 13, 2011

Say which humans are posting and

listening

Link back to site(s)Give mission

statementGive product info

@heidimiller #huzzah

37Wednesday, April 13, 2011

@heidimiller #huzzah

38Wednesday, April 13, 2011

@heidimiller #huzzah

38Wednesday, April 13, 2011

@heidimiller #huzzah

38Wednesday, April 13, 2011

@heidimiller #huzzah

38Wednesday, April 13, 2011

@heidimiller #huzzah

38Wednesday, April 13, 2011

@heidimiller #huzzah

38Wednesday, April 13, 2011

@heidimiller #huzzah

38Wednesday, April 13, 2011

@heidimiller #huzzah

38Wednesday, April 13, 2011

Page Notifications

@heidimiller #huzzah

39Wednesday, April 13, 2011

Access to Analytics

@heidimiller #huzzah

40Wednesday, April 13, 2011

Access to Analytics

@heidimiller #huzzah

40Wednesday, April 13, 2011

Access to Analytics

@heidimiller #huzzah

40Wednesday, April 13, 2011

Setting up your Twitter profile

@heidimiller #huzzah

41Wednesday, April 13, 2011

Profile do’s

@heidimiller #huzzah

42Wednesday, April 13, 2011

Profile do’s

Handle: Descriptive, shortest version of

your brand

@heidimiller #huzzah

42Wednesday, April 13, 2011

Profile do’s

Handle: Descriptive, shortest version of

your brand

List brand name

@heidimiller #huzzah

42Wednesday, April 13, 2011

Profile do’s

Handle: Descriptive, shortest version of

your brand

List brand name

@heidimiller #huzzah

List email so friends can find you via

email

42Wednesday, April 13, 2011

Profile do’s

@heidimiller #huzzah

43Wednesday, April 13, 2011

Profile do’s

Link to brand

website

@heidimiller #huzzah

43Wednesday, April 13, 2011

Profile do’s

Bio: list benefit statment with keywords. If

Twittering for a brand, say so.

Link to brand

website

@heidimiller #huzzah

43Wednesday, April 13, 2011

Profile do’s

Bio: list benefit statment with keywords. If

Twittering for a brand, say so.

Link to brand

website

@heidimiller #huzzah

43Wednesday, April 13, 2011

Profile do’s

Bio: list benefit statment with keywords. If

Twittering for a brand, say so.

Link to brand

website

@heidimiller #huzzah

43Wednesday, April 13, 2011

Profile do’s

Bio: list benefit statment with keywords. If

Twittering for a brand, say so.

Link to brand

website

@heidimiller #huzzah

43Wednesday, April 13, 2011

Twitter engagement best practices

@heidimiller #huzzah

44Wednesday, April 13, 2011

Answer the questions

@heidimiller #huzzah

45Wednesday, April 13, 2011

Answer the questions

• What are you reading?

• What are you commenting on?

• What are you blogging?

• What are you furious about?

• What are you excited to see?

• What do you need right now?

• What are you wondering about?@heidimiller #huzzah

45Wednesday, April 13, 2011

Answer the questions

@heidimiller #huzzah

46Wednesday, April 13, 2011

• What would you like to ask?

• What are you participating in?

• Who are you with?

• What are you talking about?

• What are you laughing about?

• What are you rolling your eyes over?

Answer the questions

@heidimiller #huzzah

46Wednesday, April 13, 2011

Which is more relevant?

@heidimiller #huzzah

47Wednesday, April 13, 2011

eating oatmeal fighting off zombies

Which is more relevant?

@heidimiller #huzzah

47Wednesday, April 13, 2011

Twitter conventions

@heidimiller #huzzah

48Wednesday, April 13, 2011

#sxsw#macworldexpo

#blogher10#chic2geek#smbsea#bcs10

Keyword or term that describes an item (metadata)

Hashtags

@heidimiller #huzzah

49Wednesday, April 13, 2011

#sxsw#macworldexpo

#blogher10#chic2geek#smbsea#bcs10

Keyword or term that describes an item (metadata)

Hashtags

@heidimiller #huzzah

49Wednesday, April 13, 2011

#sxsw#macworldexpo

#blogher10#chic2geek#smbsea#bcs10

Keyword or term that describes an item (metadata)

Hashtags

@heidimiller #huzzah

49Wednesday, April 13, 2011

#sxsw#macworldexpo

#blogher10#chic2geek#smbsea#bcs10

Keyword or term that describes an item (metadata)

Hashtags

@heidimiller #huzzah

49Wednesday, April 13, 2011

Mentions

@heidimiller #huzzah

50Wednesday, April 13, 2011

Mentions

@heidimiller #huzzah

50Wednesday, April 13, 2011

Mentions

@heidimiller #huzzah

50Wednesday, April 13, 2011

The Power of the ReTweet

@heidimiller #huzzah

51Wednesday, April 13, 2011

• Read the linked article

• Give credit to original poster

• Add a hashtag

• Add a commentary

• Shorten if necessary

Rules of the ReTweet

@heidimiller #huzzah

52Wednesday, April 13, 2011

• Read the linked article

• Give credit to original poster

• Add a hashtag

• Add a commentary

• Shorten if necessary

Rules of the ReTweet

@heidimiller #huzzah

52Wednesday, April 13, 2011

H/T = Hat tip (thanks/credit)

CC = mention to specific followers

via @follower = credit to original poster (after a RT)

#FF = Follow Friday, a convention in which Twitterers list suggestions of cool people to follow on Fridays

Conventions

@heidimiller #huzzah

53Wednesday, April 13, 2011

H/T = Hat tip (thanks/credit)

CC = mention to specific followers

via @follower = credit to original poster (after a RT)

#FF = Follow Friday, a convention in which Twitterers list suggestions of cool people to follow on Fridays

Conventions

@heidimiller #huzzah

53Wednesday, April 13, 2011

H/T = Hat tip (thanks/credit)

CC = mention to specific followers

via @follower = credit to original poster (after a RT)

#FF = Follow Friday, a convention in which Twitterers list suggestions of cool people to follow on Fridays

Conventions

@heidimiller #huzzah

53Wednesday, April 13, 2011

H/T = Hat tip (thanks/credit)

CC = mention to specific followers

via @follower = credit to original poster (after a RT)

#FF = Follow Friday, a convention in which Twitterers list suggestions of cool people to follow on Fridays

Conventions

@heidimiller #huzzah

53Wednesday, April 13, 2011

• www.cotweet.com➡ Set up cotags➡ Schedule Tweets➡ Assign Tweets to team members➡ Take and share notes on Twitter users

• www.hootsuite.com➡ Set up cotags➡ Schedule Tweets➡ Schedule Facebook updates➡ Get link stats

Shared Posting Tools

@heidimiller #huzzah

54Wednesday, April 13, 2011

• Be generous and gracious. Check your ego at the door.

• Stay on topic. Post content related to your stated, keyword interests and expertise.

• Don’t be That Guy: no blatant self-promotion. Help others first and most.

• Set guidelines and trust employees to be personable without being too personal.

Tips for relationship building

• Be omnipresent: take advantage of cross-posting automation.

• Be a nerd: track and measure everything.

• Be patient: allow yourself to make mistakes.

• Be generous with comments, praise, likes, opinions, responses and reTweets.

@heidimiller #huzzah

55Wednesday, April 13, 2011

Heidi Miller, Social Media Strategist, www.heidi-miller.com@heidimiller

http://profile.to/heidimiller

Social CRM:

Best Practices forBuilding & Managing Online Relationships

56Wednesday, April 13, 2011