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Internet World 2011

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    I N T E R N E T W O R L D

    2 0 1 1

    F I N L A Y C A R M I C H A E L

    C 2 S O F T W A R E

    Social IntelligenceGet Ahead Integrating CRM with Web CMS & Mobile

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    SocialIntelligence

    SocialWebsite

    MobileApplicationsSocial CMS

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    Web Presence Evolved

    No longer just marketing or pushing messages to customers Brands now talk to and collaborate with customers to solve business

    problems Customers expect interaction on more than just the website

    Twitter, Facebook, Linked In + ....

    Content is fragmented across websites and social networks Sites involve customers in 2 Way Conversations

    Embrace audience feedback Respond to stakeholder issues Use the web to build and maintain relationships Leverage off the viral potential and convenience of existing social networks

    Large volume of business intelligence being generated To facilitate self-service To facilitate client to client conversations

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    A Social Intelligence Approach?

    Potential to harness online activity and intelligence for Increased brand awareness

    Improved brand image

    Improved customer service

    Increased sales Improved customer retention

    Reduced support costs

    Reduced staff costs

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    Social CMS

    Traditionally content is published to a site

    Advantage of the web is the potential for interactivity

    Collaborative content is:

    Engaging your audience as co-creators of the site Using feedback from the audience to create useful information

    and guides for other users

    Allowing the audience to take part in a conversation online

    that becomes part of the site Facilitating clients to take the site in a direction that is client

    focussed

    Key to delivering a Web 2.0 Strategy

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    Social CMS Features

    User Centric - Personalisation / My Profile Page Forms / Polls / Surveys Registration / Interests Blogs Comments & Ratings Forums

    Social Bookmarking Groups / Sub Communities Wikis Collaborative Content

    Knowledge base Experiences Meetings ...

    Media Sharing Photos Files Video ....

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    PersonalHome Page

    Access whatothers see

    Choose animage for

    your profile

    Links

    tailored toyour profile

    type

    Access theForums /

    Discussions

    Accesscontent youhave tagged

    Build yournetwork of

    contacts

    Join andaccess

    groups ofinterest

    Upload &Share Files

    Keepinformed onwhat yournetwork has

    been up to

    Join OnlineConversations

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    Tag Cloud User Tagging

    of Content(Folksonomy)

    RSSSubscription tostay informed

    Comments onBlog Post

    Search Facility

    BlogClassification

    CommunityRating System

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    Blogger Profile

    Allow others toconsume asthey wish

    Easy to findcontent of

    interest

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    Comment & Rating

    Quick Rating

    InviteComments

    SubscriptionTools

    Find Content

    byClassification

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    Simple & EffectiveWYSIWYG Editor

    Tiny MCE

    Posting Options

    User classification/ tagging of Post

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    Access to Content is Evolving

    Evolution away from PC only browsing

    Many Browsers Firefox, Chrome, Opera, Safari, IE + ...

    Many Devices & Platforms Tablets, Phones, TVs, Consoles + ...

    iOS, Android, Symbian, Wii + ....

    Many Applications Web Apps, Native Apps, TV apps + more

    People spend dead time on theirphones looking for engaging content andapplications

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    Integrated Social Networks

    SocialIntelligence

    InteractiveWebsite

    MobileApplications

    SocialCMS

    SocialNetworks

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    Content is Distributed

    Website, Intranet, Extranets

    Twitter

    Facebook

    LinkedIn Flickr

    YouTube

    iTunes Podcasts

    My Space, Picasa, Foursquare and more..... Distributed content easier to find. Viral marketing potential

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    Bringing Content Back In

    Social

    CMS

    WebsiteInteraction

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    SocialIntelligence

    InteractiveWebsite

    MobileApplications

    Social CMSSocial

    Networks

    SocialCRM

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    Social CRM

    Traditionally reflected a 1-1 relationship betweenyou and your customer

    Social media & collaborative sites change this

    Now CRM needs to handle Public conversations with your client

    Conversations client to client(s)

    Social customer has relationship with other customers and isinfluencer / brand advocate

    Different types of relationships between influencers,advocates, competitors and the media

    Gather what is happening on Social Networks for Analysis &Action

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    XRM & Social CRM

    Evolved to XRM with Potential for Social CRM

    Customisable Data structures, relationships & Workflow,Process Automation

    Examples Dynamics CRM, Salesforce CRM

    XRM

    X Anything Content Management

    Combined with the Web and Social Networks

    Makes Social CRM Gather interactions e.g. Tweets and Flag for Action

    Sentiment Analysis

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    Integration

    Conversations are going on online about the brand

    Clients are interacting on websites

    Clients expectations have risen with expectations

    that they can do more themselves Social CRM has potential to:

    Capture what is important in these interactions

    Provide customer knowledge to improve the online experience

    Alert businesses to take online action

    Social CRM is the Glue to hold the componentparts together

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    Why? The Business Drivers

    Drive Sales Customer Recommendation / Research Self Service Reduces Costs/labour/errors

    Customer service self help networks / improve serviceanytime

    Understand & alert to Brand conversations

    Competitor conversations

    Build brand and understand the market

    Personalisation improved customer service / Drive sales Brand protection and management / reduced risk

    Facilitate Support & Customer Retention

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    Example CRM Interactions

    User

    Registration

    Social

    CRM

    Website

    Back Office

    Network

    Record Interaction

    Alert

    Manage

    Action

    Track

    Update

    Report

    Business Process

    Tweet

    Social Comment

    Purchase

    BookingUser

    Details

    Help Status

    Order History

    Event Bookings

    Browse / Usage

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    Example Interactions

    Promote Interaction

    Service Interaction

    Product Innovation / Feedback

    Brand Protection Support

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    Promotion Example

    Potential customer Tweets or Posts on Forum

    Another existing customer responds Client Researches

    Sales people alerted / follow up Turn customers into advocate

    Customers interact with friends and customers Influence network viral impact

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    Support Case Study

    Live example for Learndirect

    Case Management Online for improved customerservice

    One view of the support world Potential to share resolutions with whole community

    Reduces calls to help desk and provide Organisationwide view of issues

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    Web form to

    raise Request

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    Case is passed into

    the back office CRM

    Case can be

    reviewed and status

    assigned

    Case assignment

    concept

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    Status of all existing

    Requests

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    Notes can be added

    from the website or

    entered directly into

    the CRM

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    Support/KB Example

    Support forums Knowledge base built via CRM - Repurpose content

    Credit to customer, advocate sees that you value their input

    Client creates content

    Client responds

    Knowledge adopted by company

    Solution facilitates client self-help and buildsvaluable intellectual base

    Alerts to product issues / addresses

    Also exposes, but in a way that can be managed

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    Customer to Customer Example

    GlobalScot CRM

    Customer to Customer Help Network facilitated bySocial CRM

    Company raises online request for help with Peoplein specific locations & market

    Area/Market experts respond online with advice

    Interactions facilitated by CRM and where

    appropriate shared

    Activity recorded in CRM

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    GlobalScot Personalised Portal

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    Search for Right Person

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    Help Requests in CRM

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    Activity Recorded

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    Brand Protection

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    Brand Protection

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    Ecommerce

    EcommerceView Product

    Add to Basket

    Purchase

    People who liked Y liked X

    Offers Rules based location, activity ....

    Push Email out via CMS based on actions

    1 day after viewing offer

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    Mobile

    Mobile content tailored to channel demand

    Customer Check In Foursquare, Facebook, others

    Check in Rewards? Incentive to drive sales and

    measure impact in CRM With their permission understand the geographic

    nature of customers

    Bring the engagement of the community to the

    mobile so they can interact with things of interestduring their dead time

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    Business Intelligence / Reporting

    Understand Web site usage Understand Community Interaction

    Measure Business Value

    Target partners and client by Activity Reporting may be integrated with CRM

    Integrated Analytics CMS

    Social Networking Sentiment Analysis All Pages

    Email Marketing

    Community

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    Our Recommendation

    Social Media strategy

    CMS / Website strategy

    CRM strategy

    Mobile strategy (x)CRM Glue the pieces together

    Create a joined up view for the organisation

    Gather the business intelligence

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    Social Intelligence Solution

    SocialIntelligence

    InteractiveWebsite

    MobileApplications

    Social CMSSocial

    Networks

    SocialCRM

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    The C2 Solution Stack

    SocialIntelligence

    WebsiteDriven from

    CMS

    Mobile Web

    ApplicationDriven from

    CMS

    Activedition

    Social CMSSocial

    Networks

    Dynamics

    CRM&

    Salesforce

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