common sense and communities

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Common Sense & Communities

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Speakers Patrick Hirigoyen and Eric Scheel (CTO, Magnet 360) Having a social business presence is critical, but empowering employees to engage with your community on behalf of the brand can sometimes be intimidating. Join us as we learn how to encourage good employee judgement, while leveraging best-of-breed technology to enable social communities that drive engagement in a managed environment. Topics on the agenda will include: /// Social Stories: Amazing accounts of social crisis and redemption /// Managing the line between brand and personal reputation /// Social governance and special considerations for regulated industries /// Salesforce Communities: A powerful tool for guiding social interactions (overview and short demo)

TRANSCRIPT

Page 1: Common Sense and Communities

Common Sense & Communities

Page 2: Common Sense and Communities

MAGNET 360 WIFIUsername:

Magnet 360 guestPassword: enter2win

@Pat_Hirigoyen

@EricScheel

@magnet360

#iSeries

JOIN THE CONVERSATION

Page 3: Common Sense and Communities

OUR MANTRA

Page 4: Common Sense and Communities

S A L E S F O R C E E X P E R T I S E

/// Partner Since 2004

/// 2,000+ Platform Projects

/// 95+ Certifications

/// 8.9 Customer Satisfaction Score

Page 5: Common Sense and Communities

COMMON SENSE,

UNCOMMON TIMES

Page 6: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

Context:

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 7: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 8: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

Ubiquity of social media

Implications for responsibilities of employees, management

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 9: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

Ubiquity of social media

Implications for responsibilities of employees, management; two views:

1. Wonderful new era of promise and opportunity

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 10: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

Ubiquity of social media

Implications for responsibilities of employees

1. Wonderful new era of promise and opportunity

2. Unforeseen, incalculable hazards and risks

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 11: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 12: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 13: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 14: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

@Pat_Hirigoyen

Page 15: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

“We had two AOL-ers that had distressed babies that were born, that we paid a million dollars each to make sure those babies were OK in general.”

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 16: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 17: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

Ubiquity of social media

Dramatic new changes in:• Relationship between brands, external

audiences• Line between corporate, personal reputations• Employer-employee relationship

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 18: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

HIRE CHARACTER

TRAIN SKILL

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 19: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

corporate

reputation

personal

reputation

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 20: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

www.socialmediagovernance.com/policies

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 21: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

Enlist employees as true “brand ambassadors”

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 22: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

Weber Shandwick research

• Employees who are encouraged to share about their companies online are more likely to:– Encourage others to buy products– Recommend company as good place to work– Defend company from criticism– Volunteer for causes important to employer

http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries

Page 23: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

Weber Shandwick research

• Employees who are encouraged to share about their companies online are more likely to:– Encourage others to buy products– Recommend company as good place to

work– Defend company from criticism– Volunteer for causes important to employer

http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries

Page 24: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

Weber Shandwick research

Yet: socialization occurring among ill-informed employees- Only 4 in 10 can explain their company’s goals,

or what it does

http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries

Page 25: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

Weber Shandwick research

Recommendations:

1. Enlist engaged employees in communications

http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries

Page 26: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

Weber Shandwick research

Recommendations:

1. Enlist engaged employees in communications

2. Equip employees with content

http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries

Page 27: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

Weber Shandwick research

Recommendations:

1. Enlist engaged employees in communications

2. Equip employees with content

3. Change processes (e.g., approvals) if needed

http://onforb.es/1nsQX4Y @Pat_Hirigoyen @Magnet 360 #iSeries

Page 28: Common Sense and Communities

COMMON SENSE, UNCOMMON TIMES

@Pat_Hirigoyen @Magnet 360 #iSeries

Page 29: Common Sense and Communities

SALESFORCE COMMUNITIES

Page 30: Common Sense and Communities

S A L E S F O R C E P L AT F O R M

@EricScheel @Magnet 360 #iSeries

Page 31: Common Sense and Communities

TYPES OF COMMUNITIES

Partner Customer Employee

Innovation

Self-service

Engagement

Employee Intranet

@EricScheel @Magnet 360 #iSeries

Page 32: Common Sense and Communities

WHAT ARE

SALESFORCE COMMUNITIES

Page 33: Common Sense and Communities

CURRENT STATE OF PORTALS/COMMUNITIES

Legacy PortalsOne-to-one

/// Business Data in Silos/// Not Social/// Poor Mobile Experience

Social Point SolutionsMany-to-many

-OR-

/// No Business Data/// All Discussion Focused/// Lack Structured Processes

@EricScheel @Magnet 360 #iSeries

Page 34: Common Sense and Communities

SALESFORCE COMMUNITIES

Branding & Customization

Social Collaboration

Business Process Integration

MobileAccess

Current Portals

Salesforce Communities Extends the

Value of Portals

@EricScheel @Magnet 360 #iSeries

Page 35: Common Sense and Communities

SIMPLE DEMO

Page 36: Common Sense and Communities

HOW DOES A COMMUNITY HELP DIFFERENTIATE?

• Chatter • White Label Branding• Chatter Resources are Scoped by Community• Chatter on Objects is Scoped by Record Security

• Global Search• Site.com Branded Public & Private Pages• Identity Providers (SSO & Social Sign-on) • Touch Interface • Canvas & REST API

@EricScheel @Magnet 360 #iSeries

Page 37: Common Sense and Communities

WHAT ARE THE SALESFORCE COMMUNITY TYPES?

Site.com Pages

Q&A, Ideas & Knowledge

Mobile (Touch)

Cases & Assets

Custom Objects (10)

Profile, People, Groups, Feeds &

Files

Community

Common Features

Customer Community: Self-Service Scale to Millions of Users

Partner Community: Accounts, Leads & Opportunities; Complex Sharing & Roles; Content; and, Reporting

@EricScheel @Magnet 360 #iSeries

Page 38: Common Sense and Communities

HAAGEN-DAZS DEMO

Page 39: Common Sense and Communities

HAAGEN-DAZS COMMUNITY

Connecting Franchisees

Integration with (POS) Point of Sale System

Topic discussions

Event Calendar

Monthly Reconciliation Reporting

@EricScheel @Magnet 360 #iSeries

Page 40: Common Sense and Communities

WHAT SKILLS DO I NEED TO BE SUCCESSFUL?

Salesforce Administrator

Marketing & Branding

Customer Service & Partner

Relations

Community Moderator

• Enable and configure

• Some features behave differently in Communities

• Review Release Notes and Migration Guide (Session Chatter)

• Integrate with existing web presence

• Custom URLs

• Leverage brand identity, customization, Apex, and HTML5

• Content & collateral

• Enable engagement with internal teams

• Governance & employee training

• Promotes productive conversations

• Acts as a voice for Company & Community

• Chat integration with Live Agent

• Case management

• Account management

• Campaigns

• Opportunity for call deflection

@EricScheel @Magnet 360 #iSeries

Page 41: Common Sense and Communities

COMMUNITY MATURITY MODEL

2 – Presence• Stake your claim

• Direct partner and customer engagement

• Create feedback loops

1 – Planning• Listen & Learn

• Develop business case

• Internal cultural alignment

3 – Engagement• Dialog Deepens

• Internal Users Engage (Sales, Support, Product Development, Marketing)

• Profile / Identity aggregation

4 – Formalized • Organized at scale

• Global coordination

• Governance

• Optimized at scale

5 – Strategic • Across enterprise

• Employee, partner and customer

• Consolidation of sites and channels

Functionality ExtensiveLimited

Bu

sin

ess

Im

pa

ct

Hig

hL

ow

6 – Converged• Community embedded into

products, services and processes

@EricScheel @Magnet 360 #iSeries

Page 42: Common Sense and Communities

THANK YOU