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Strategy & Consulting
Agenda

1   Intro to Gage                                     5 minutes    Slide 3

2   Approach to Strategy                             15 minutes    Slide 5
    (w/ examples from case studies)


3   Case studies                                     Appendix     Slide 10
    1. Microsoft SMB                                              Slide 11
    2. Microsoft Retail Service Professional (RSP)                Slide 20
       Community
    3. Lawson Software                                            Slide 27
    4. 3M Visual Attention Service                                Slide 45
    5. 3M HIS                                                     Slide 60
    6. 3M ESPE                                                    Slide 69
Introduction
Marketing Solutions that Drive Behavior

•   Formed in 1992
•   Minneapolis, Los Angeles, Redmond
•   Ad Age / Interactive Rank: #35
•   Promo / Promotion Rank: #37
•   Blending of technology and marketing
    for world’s most respected brands
•   Promotional
    – Sweeps, games, contests, POP, legal
•   Digital
    – Mobile, web, media, social, dashboards
•   Relationship
    – CRM, incentive & loyalty programs, DR
•   Fortune 500 client base
= Driven/Owned by Emerging media                                                    Social DM
     = Significantly affected by Emerging media                    Mobile Email          Voice Marketing
                                                                                         Mobile Email
                                                                   SMS
                                                                                         SMS + MMS
                     IM                      IM                    IM
                                                                                         IM
                     Email                   Email                 Email                 Email
                     Direct Mail             Direct Mail           Direct Mail           Direct Mail
Direct Mail
                     Telephone               Telephone             Telephone             Telephone
Telephone

<1990                1990s                   1999                  2000s                 2010
TV                   TV                      TV                    TV                    TV
Radio                Radio                   Radio                 Radio                 Radio
Print                Print                   Print                 Print                 Print
Display              Display                 Display               Display               Display
                                                                                         Website
                     Cable TV                Website               Website
                                                                                         Search
                     Website                 Search                Search
                                                                                         Online Display
                     Search                  Online Display        Online Display        Paid Search
                     Online Display          Paid Search           Paid Search           Landing Pages
                                             Landing Pages         Landing Pages         Microsites
                                             Microsites            Microsites            Online Video
                                             Online Video          Online Video          Affiliate Marketing
                                             Webinars              Affiliate Marketing   Webinars
                                             Affiliate Marketing   Webinars              Blogs
                                                                   Blogs                 RSS
                                                                   RSS                   Podcasts
                                                                                         Contextual
                                                                   Podcasts
                                                                                         Wikis
                                                                   Contextual
                                                                                         Social Networks
                                                                   Wikis                 Mobile Web
                                                                   Social Networks       Behavioral
  Marketing continues to get more complex.                         Mobile Web            Social Media & Ads
                                                                                         Virtual Worlds
  The need to focus efforts on mastering and                                             Widgets
  incorporating new approaches to                                                        Twitter
  maximize effectiveness is clear.                                                       Mobile Apps &
                                                                                         Geolocation
Gage Social Media Ecosystem + Select Clients
                                             Strategy & Consulting

       Services               Software Integration          Custom Development               Media

• SM Outpost strategy       • SM Promotions (Wildfire)    • Custom Loyalty /          • Cross-channel
  and management            • eCommerce                     Sweepstakes, Contests,      campaign design
• Social CRM -                (BazaarVoice)                 Promotions, Training,       and execution
  Monitoring                                                Community                 • Social Media
                            • B2B CRM (Salesforce)
  , Measurement, Engag                                    • Custom Facebook             Advertising
                            • Loyalty and Community
  ement                                                     Applications:               • Twitter
                              building (Pluck, Lithium)
• Thought Leadership                                        • Photo/Video Contests        (Tweets/handles/
                            • Content Curation
  Marketing                                                 • Localization                hashtags)
                              (Magnify, Curation
• Event Marketing             Station)                    • Facebook OpenGraph          • Facebook
  (microblogging, video                                     API integration               (DirectServe,
                            • Collaborative and cross-
  capture /                                                                               PPL model, others)
                              channel marketing           • Dynamic live/social
  publishing, SlideShare)                                                               • LinkedIn
                              (Spredfast, Sprinklr)         content display widgets
• SEO media asset                                                                         (InMail, Display
                            • Monitoring / Social CRM     • Social Media-technology
  development, publishi                                                                   ads)
                              (Radian6, Visible             mashups (Crimson
  ng, tagging                                                                           • YouTube
                              Technologies)                 Hexagon, Google/Bing
• Social Media Identity                                     Maps, etc)                  • …More
                            • Viral tracking / Earned
  Protection
                              Media Measurement           • Mobile Applications
• SM Analytics /              (Meteor)                      Development
  Dashboards
                            • Profiling / Retargeting /   • WAP site enablement
• Legal Services              Advocacy modeling
  (Campaign                   (Rapleaf, Flowtown)
  design, Rules, Terms &
  conditions)
Approach
Method

     • Define goals and objectives
     • Understand target audiences & customers
     • Analyze competitors
     • Conduct gap analysis and gap-filling research
     • Confirm goals and objectives
     • Define initial go to market approach
     • Define and prioritize tactics, timing
     • Define measurement plan




Gage Confidential. All Rights Reserved.
                                                       8
Equation

                           Market
                                                              Practice
 Client-side              research                                                 Strategic
                                                            Experience,
 discovery                  audit                                                     Plan
                                                            Knowledge
                           (Social)



Goals, culture, or   Find and analyze                     Capitalize on          Goal-driven
ganization to        relevant conversations               Gage’s experience      strategic plan:
assess social                                             with available         1. Goals
                     1. Size opportunity
readiness /                                               tools, technologies,
maturity             2. Know where and to                 tactics and            2. Measurement
                        whom to play                      combine with              Plan
1. People
                        (audiences, conver                client’s insights      3. Prioritized
2. Process              sations)                                                    Initiatives
3. Technology                                                                    4. Timelines
                     3. Know how to play
                        (channels, convers                                       5. Budgets
                        ations, tactics)



                                                                                                   9
                               Gage Confidential. All Rights Reserved.
Case Studies
Microsoft SMB
Business Case, Strategy

• Microsoft SMB had a meager social media
  presence among its reseller partners and
  SMB customers; leadership knew social
  media had greater potential but did not
  know how to pursue realizing that potential
•   Gage developed a strategic plan to build a
    “social media engine” to be integrated into
    Microsoft SMB’s current marketing practice

     –   Marketing Asset/Practice Audit
     –   Gap-Filling Research
     –   Strategic Plan

•   Purpose: Create an achievable vision to
    make optimal use of social media to
    accomplish business goals
                                                  SMB Facebook page popularity prior to
                                                  engagement vs. peers: November 2010
3 Deployment Areas

Partner Enablement                     Customer Engagement
    – Social Widgets                      – Ask An Expert
    – Social Activation for Partners      – Facebook: Buddy Media Landing
      (for FY12)                            Page
    – Facebook: “Be The Expert”           – Social Advocacy Platform
      Application
    – Facebook: Promotion
      (Partner)
    – Facebook: Buddy Media            Organization & Structure
      Landing Page                        – Sprinklr SMMP
    – Facebook: Buddy Media                 (publishing, analytics, identify
      Syndication                           & target influencers)
    – Social Advocacy Platform            – Branding
                                          – Social Content Playbook
                                          – Reporting
Time                                           Demand Generation
                                               (Partner + Customer)
 0
                                                Social syndication


                              Facebook        Facebook Custom UX        Facebook
                             Be the Expert    (Partner + Customer)        Ask A
                                                                         Partner




                                                                           Conversion
                                                                           Users take desired action
                                                                           Usually occurs on hub
             Feedback Loop



                                                 Social Advocacy
                                                     Platform

100

     n   Awareness = Prospect is aware of and/or knowledgeable about product / service
     n   Engagement = Prospect acts to indicate a desire to start, continue and/or deepen information exchange
     n   Conversion = Prospect takes an action known to drive sales
     n   Advocacy = Customer or influencer takes an action in support or recommendation of product / service
Screenshots
Conversion measurements/analytics used
for Microsoft SMB

Partners                               Customers
On a campaign and ongoing basis,       Key measurable activities:
Microsoft SMB currently consistently      Go to MS store and buy*
measures:                                 Go to PinPoint and find a partner
    Downloads                             Complete a lead form
    Click-throughs to target content
    Customer reach
    (through Partners)
Competitor Benchmark Examples,
SMB Before/After
                                             Intuit   SAP    Oracle   SMB      SMB
                                                                      (Pre)    (Post)

Social Media Integrated w/ Website               9      8       6         2          2
Brand Integrated Across Social Nets              8      7       3         1          5
Clear Purpose for Each Social Media
                                                 7      6       6         1          5
Presence
Social Customer Service/Support                  7      8       6         1          2
Consistent Content Distributed/Posted            6      8       7         2          6
Social Media Reach (fans, followers, etc.)       6      6       5         1          4
Easy to Navigate User Experiences                7      6       4         1          4
Use of Promotions in Social Media                7      2       2         1          4
ROI Tracking / Measurement                    N/A      N/A    N/A       N/A      N/A

Color and Number indicate both a general assessment (color) and specific (number):
Green    Excellent (7-10)
Yellow   Neutral (4-6)
Red      Poor (1-3)
SMB Social Media
Office 365 is example of campaigns being promoted across
SMB SM Channels:
•   Facebook SMB
    7 posts – 2 types (product, cloud)

•   Facebook Marketing Mashup
    1 post – Office 365 Intro

•   Twitter SMB
    5 tweets – 2 types (product, cloud)

•   Twitter Cindy Bates
    4 tweets – 2 types (product, cloud)

•   Youtube SMB
    FOYB video added which incorporates Office 365.

•   LinkedIn Microsoft
    Office 365 product page created and promoted as feature product on summary page.

•   Business Insights SMB Newsletter
    Mentions: introducing, product beta invite, learn more and case study

•   Cindy’s Blog
    Two posts – 2 types (product, cloud)
Verticals, Audiences, Competencies & Tactics

Vertical Industries   Consumer/Retail; Technology


Audience Groups       Small and Mid-Sized Business Owners; Developers and IT
                      Professionals; Enterprise Business Decision Makers
Competencies          Conversation Research and Insights; Social Media
                      Strategy and Planning; Social Media Program Execution;
                      Social Media Content Creation; Community/Forum
                      Management; Social Media Measurement and ROI
                      definition; Social Advertising
Tactics Used          Blogs, Microblogs; Social Networking Sites; Video and
                      Photo Sharing (video development); User Groups; Social
                      Widgets/Apps; Social/Mobile integrations; Social
                      Listening, Measurement, and Insights; Social Media
                      Outreach and Engagement; Social Media contests;
                      Social Integration with other Marketing
Microsoft ExpertZone
Business case/problem analysis addressed
• ExpertZone is a training, education, rewards, advocacy, and
  community platform for Retail Service Professionals (RSPs) selling
  Microsoft products: Windows, Office, Xbox, Zune, and Hardware.
  ExpertZone is an exclusive community available only to current retail
  service professionals (RSPs). ExpertZone is available in 34 countries
  worldwide.
• ExpertZone selected Gage to help them reach RSPs and deliver the
  following specific ongoing benefits:
   • Awareness: Make more RSPs aware of ExpertZone
   • Engagement: Drive new RSPs to register and existing registered
     RSPs to revisit
   • Conversion: Drive new RSP registrations, RSP visits, course
     completions
   • Advocacy: Encourage RSPs to share their positive associations
     with ExpertZone to their social networks
Strategy created and deployed
• Develop and manage conversation on branded social media
  channels and community forum in primary social networks:
    – Daily Branded Social Media Channel Management
    – US Forum Moderation
    – Global Reporting – 5 countries (US, UK, CA, AU, NZ)

• Drive additional insights and visits:
    – Customer Advocacy Platform Pilot
    – Social Advocacy Modeling and Influencer Outreach
    – Expanded Social Network Advertising
    – Facebook Welcome Pages
    – Integrating EZ Site Content into SM Channels (Facebook App)
Gage Confidential. All Rights Reserved.




        Screenshots – Branded outposts
         Live in 6 countries, including the U.S.   Outpost – Twitter (UK)




        Community website hub




         Outpost – Facebook (UK)
ExpertZone: Community Hub

 • Website includes features like user-generated content
   capture + syndication, ties to social media platforms,
   forums, groups, etc.
 • Seeks to maximize marketing value of community and
   individual RSP members.




Gage Confidential. All Rights Reserved.
ExpertZone: Community Hub

   Community-Building Hub
   Features / Functionality
    (selected examples)




                        Users can form affinity
                       groups around interests




                      Users can see / connect
                       with other users in their
                                      network


                    User content is customized
                           based on personal
                                      attributes




                   Outposts integrated into UX


Gage Confidential. All Rights Reserved.
Verticals, Audiences, Competencies & Tactics

Vertical Industries   Consumer/Retail; Phone/Mobile; Technology


Audience Groups       Students 16-24 years old; Young Male Tech enthusiasts
                      18-24 yrs old

Competencies          Conversation Research and Insights; Social Media
                      Strategy and Planning; Social Media Program Execution;
                      Social Media Content Creation; Community/Forum
                      Management; Social Media Measurement and ROI
                      definition; Social Advertising
Tactics Used          Blogs, Microblogs; Forums; Social Networking Sites; Wiki /
                      Collaboration Software; Video and Photo Sharing (video
                      development); User Groups; Social Widgets/Apps;
                      Social/Mobile integrations; Social Listening,
                      Measurement, and Insights; Social Media Outreach and
                      Engagement; Social Media contests; Social Integration
                      with other Marketing
Lawson Software
Business Case

• Lawson HCM is one of several Lawson divisions exploring
  social media marketing.
• Lawson HCM’s inbound marketing operation was focused
  on the following activities:
   – Conducting Online Webinars, Demos

   – Whitepaper and Case Study publishing

   – Search and SEM

   – PPC

   – Email

   – Executive Blog
Business Case

• Lawson suffered from a lack of name recognition
  (awareness) in comparison to ERP competitors - and
  sometimes was excluded from consideration for this reason.
• Lawson HCM marketing management believed social media
  offered a major unrealized opportunity to build awareness
  and fill the top of the sales lead funnel, areas for which their
  current marketing activities were less effective.
• Lawson HCM engaged Gage to help understand the
  potential of social media to build awareness and fill the top
  of the sales funnel, as well as improve Lawson’s name
  recognition in the marketplace.
Strategy

• Gage developed a strategic plan to integrate social media
  into Lawson HCM’s current B2B inbound marketing practice.
  It included detail on how to leverage Social Media and
  Community to increase awareness, engagement and
  conversion and advocacy among HCM prospects and
  customers. The overarching purpose is to create a holistic,
  achievable vision for Lawson HCM that makes optimal use of
  social media to accomplish business goals.
Screenshots

Slides that follow are slides from presentation version
of final strategy deliverable.
Research Findings – Social Media Audit
Non-branded topical community size
• From March 11- April 11, 2011, Gage located about 52,000 posts
  that were directly relevant to HCM. Content was extremely varied:
  brands were active in publishing messages, consultants and
  industry experts were providing commentary, job postings were
  frequent, and customers/users were participating as well.


  Target audience presence and participation
• HCM customers and/or users = Core target audience
• Of the 52,000 posts found, 2.1% were authored by HCM
  customers/users. This level of participation is not unusual for B2B
  industries - typical observed participation rates are 2-6%. Even at
  2.1% participation however, the numbers add up quickly. Current
  average volume is 36.4 posts per day, 1,092 posts per month, and
  31,104 customer/user posts per year.
Customer/User posts in the Pre & Post
Purchase Process




•   A majority of posts by customers/users were people sharing their opinions and or
    experiences, and were not indicating activity in the purchase process (62%). Of those
    that did indicate they were in the purchase process, the biggest percentage of people
    was posting with customer service issues/questions. These people made up 25% of total
    customers/user posts.
Customer posts discussing Systems
(EMSS, HRMS, HCM, and HRIS)




•   For customer posts discussing “systems” (EMSS, HRMS, HCM, and HRIS), almost
    all posts were use-experience sharing and informational, and/or technical
    customer service posts. Few customers/users could be characterized as
    being “at the top of the funnel” - all either customer service-oriented or
    experience-sharing.
Research Findings – Social Audit
Direct Opportunity
• ~36 times per day, Lawson HCM has a immediate engagement
  opportunity – engage directly to build awareness, drive engagement,
  increase likelihood of advocacy, push to inbound lead mechanisms
Indirect Opportunity
• Target audience far more likely to passively consume than to actively
  participate:
    – 5% of HCM professionals post original content to blogs and websites or
      post ratings or reviews or comment in blogs and forums on a daily basis*
    – 60%-90% of HR professionals read, watch, and listen to social media
      content on any given day*

• Findings suggest that Lawson HCM has an opportunity to reach and
  influence 470-690 customer/users per day.



                                 *Source: http://www.birkman.com/news/BMI_WP_SocialMedia2.pdf
Research Findings – Social Audit
                                   Original Audience/Day - Low Estimate
         36.4 Average number of posts found per day by customer/users of HCM (Active)
           5% % of customer/users of HCM who post daily*
          728 Average number of HCM Professionals online at any given time per day (36.4/5%)
         60% % of HCM Professionals who read, listen, or watch content online daily*
        436.8 Average number of HCM Professionals who read, listen, or watch content online
              daily (Passive)
        473.2 Average Daily Audience of HCM Professionals for social media content

                                   Original Audience/Day - High Estimate
         36.4 Average number of posts found per day by customer/users of HCM (Active)
           5% % of customer/users of HCM who post daily*
        728.0 Average number of HCM Professionals online per day (36.4/5%)
         90% % of HCM Professionals who read, listen, or watch content online daily, weekly, or at
             least 2x month*
        655.2 Average number of HCM Professionals who read, listen, or watch content online
              daily (Passive)
        691.6 Average Daily Audience of HCM Professionals for social media content
*Source: Birkman, Human Resources 2.0: How HR Professionals and HR Consultants Use Social Media and Web 2.0 Technologies
Research Findings – Social Audit
Indirect Opportunity
• That which is viewed by initial audiences is also viewed - and
  sometimes shared – out to social networks.
• Because of this characteristic plus low-cost/focused
  advertising options in social media, Lawson HCM can
  expect to generate aggregate of 60,000 and 88,000 paid,
  owned and earned brand impressions to target audience in
  social media per day.
• It should also be noted that social media usage is still
  growing exponentially, so these numbers will rise organically
  over time.
Research Findings – Social Audit
  Projected Social Network Viewing/Sharing Impact for Lawson HCM (Benefit: Impressions build Awareness)
                             Target Audience          Ad/Network
                                Impressions           Impressions
                                Low        High        Low      High
Initial Target Audience
             Impressions        473            691   60,544   88,448
            # of shares        70.95      103.65      9,082    13,267 (15% round 1 share rate)
            # of shares        4.257       6.219       545          796 6% share rate (round 1 or 40% round 1)
            # of shares      0.08514     0.12438        11           16 2% share rate (round 1 or 40% round 2)
            # of shares    0.0008514   0.0012438         0            0 1% share rate (round 1 or 40% round 3)
                                548            801   70,182   102,527 total per-day impressions @ 15% share
                                                     61,100    89,260 total per-day impressions @ 6% share
                                                     60,555   88,464 total per-day impressions @ 2% share
                                                     60,544    88,448 total per-day impressions @ 1% share
Social Media: Lead Projection
                                                               Ratios to                  Ratio of          Ratio of
                  How customers experience brand                                     conversion event     qualified lead
                                                            conversion event
                        communities online                                          to a qualified lead      to sale
Time                                                          (examples)
 0

                               Awareness
                                                                (2500:1)
                              Engagement
                                                                 (150:1)


                                                  Conversion event (1:1)                 (15:1)                (5:1)
                                                  Users take a desired




                                                                                                                            Gage Confidential. All Rights Reserved.
                                                  action known to drive
                                                  business outcomes:
                                                  buy online, live chat,
                                                  register for CRM channel,
       Advocacy Feedback Loop
                                                  download, visit specified
                                                  content, etc.

                               Advocacy                           2.5:1
100


       n   Awareness = Prospect is aware of and/or knowledgeable about product / service
       n   Engagement = Prospect acts to indicate a desire to start, continue and/or deepen information exchange
       n   Conversion = Prospect takes an action known to drive sales
       n   Advocacy = Customer or influencer takes an action in support or recommendation of product / service         39
Social Media: Lead Projection
      Lawson HCM Social Media: Lead Generation Potential: Monthly/Annual
                                                                           Low          High
Awareness Events/Month
(2500:1)                                                                 60,544        88,448
Engagement Events/Month
(150:1)                                                                 3632.64       5306.88
Advocacy Events/Month (2.5:1)                                            60.544        88.448
Conversion Events/Month (1:1)                                           24.2176       35.3792




                                                                                                Gage Confidential. All Rights Reserved.
Qualified Leads Generated/Month
(1:15 Conversion Events)                                            1.614506667   2.358613333
Sales/Month
(1:5 Qualified Leads)                                               0.322901333   0.471722667
Sales Value/Month
($1M Avg. Sale Value x Sales)                                          $322,901      $471,723
Sales Value/Annual
($1M Avg. Sale Value x Sales x 12)                                   $3,874,816    $5,660,672

Based on interviews with OppSource personnel conducted June 2011.
                                                                                           40
Practice Investment Recommendations
           = Foundational investments. Required to deliver other recommendations.
 1 point = approximately $100,000. Value = Benefit-Cost. All cost/benefit/value estimates expressed in first year.

   Initiative                        Description                                    Benefit Statement             Benefit      (Cost)   Value
Goals &          Goals, objectives, expectations and actions. Design Results culture is essential to success.        -          0.50     N/A
Measurement      reporting. Enable tracking to goals.
Staffing -       Handle daily publishing, monitoring, engagement, Necessary for branded channel build-out, social    -         1.50     N/A
Community        measurement on all community properties.            CRM, influencer mapping/campaigning, forum,
Management                                                           event promotion, etc.
Branded          Establish branded SM channels. Develop content Varies by channel. See slide 48 for benefit.       4.75        0.40     4.35
social Channel   strategy, publishing & engagement guidelines.
build-out
Social Media     Interactive content for internal teams that          Internal stakeholders know how to use social     4.25    0.30     1.85
Playbooks        explains how to use HCM social media in pursuit of   media infrastructure for marketing.
                 their marketing goals
SMMP             Enables cross-channel publishing, monitoring, and  Efficient management impossible with multiple      4.00    1.25     1.75
                 measurement.                                       social media channels without use of an SMMP.
Advocacy         Pilot for 6 months and assess results.             Takes painstakingly built relationships and puts    4.5    1.00     2.50
Platform                                                            them directly to work building WOM benefit in
                                                                    the online places where it can make an
                                                                    immediate, material impact.
Influencer       Map influencers on matrix assessing reach and      Most effective way to drive perception of          4.25    1.00     2.25
Campaign         sentiment.                                         competitive advantage.
Social CRM /     Monitor/participate in pre-purchase conversations Observe and/or engage directly in ~36 social        4.00     .75     2.25
Service and      in non-branded community.                          conversations/day. Results will come within
Support                                                             days of implementation and build w/expertise.
Community        Develop community platform strategy/roadmap to Identify, motivate, and empower online and              5       2.5      2.5
Platform         take full advantage of advocates, use social media social customers and users.
(Hub)            to broadcast activity and info from inside out.
Roadmap
Total                                                                                                                  30.75   (9.20)   21.55
Measurement / Analytics Used

• N/A – Strategic plan comprised the deliverable for this
  promotion.




                                                            42
Results

• N/A – Strategic plan comprised the deliverable for this
  promotion.
Verticals, Audiences, Competencies & Tactics

Vertical Industries   Technology; Healthcare; Government; Financial


Audience Groups       Small and Mid-Sized Business Owners; Developers and IT
                      Professionals; Enterprise Business Decision Makers; CIOs
Competencies          Social Media Strategy and Planning
Tactics Used          Blogs, Microblogs; Forums; Social Networking Sites; Video
                      and Photo Sharing (video development); User Groups;
                      Social Widgets/Apps; Social Listening, Measurement,
                      and Insights; Social Media Outreach and Engagement;
                      Social Media contests; Social Integration with other
                      Marketing; Wiki/Collaboration Software
3M Visual Attention Service
Business Case

• VAS is a brand-new automated eye-tracking analysis service
  which seeks to capture a share of the $8.6 billion dollar
  market research industry.
• To succeed, VAS must reach a critical mass of sales with
  relatively low up-front marketing and promotional
  investment.
• 3M VAS management engaged Gage to help understand
  the potential marketplace for this product and recommend
  marketing strategy and tactics, including social media.
Strategy
• Gage first developed an interactive strategy to drive a successful
  launch, resulting in management approval for greater investment to
  fully capitalize on the long term potential of the service.
• Analysis and recommendations were the result of an analysis of 3M’s
  current marketing research findings, interviews with VAS
  management, review of current VAS website analytics, analysis of
  competitive services and marketing approaches, and analysis of
  online conversations relevant to this market and service.
• Strategy identified four core audience targets and identified key
  messages and tactics for use in marketing to each segment.
• Tactics were then employed in order of perceived likely ROI on a
  quarterly basis, with results review and directional approach for next
  quarter determined at close of each quarter.
• Social media tactics employed include social advertising, branded
  social channels, audience-specific forums, blog.
Screenshots
Screenshots
Screenshots
Strategy
• Example of subsequent quarterly tactical recommendations:
Screenshots
Screenshots
Screenshots
Measurement / Analytics Used

• Gage assessed performance of branded channels and
  campaigns through a customized dashboard application
  which included reporting on the metrics shown on the next
  several slides
Results
Results
Results
Verticals, Audiences, Competencies & Tactics

Vertical Industries   Consumer/Retail; Technology


Audience Groups       Young Male Tech enthusiasts 18-24 yrs old; Small and
                      Mid-Sized Business Owners
Competencies          Conversation Research and Insights; Social Media
                      Strategy and Planning; Social Media Program Execution;
                      Social Media Content Creation; Community/Forum
                      Management; Social Media Measurement and ROI
                      definition; Social Advertising
Tactics Used          Blogs, Microblogs; Social Networking Sites; Social
                      Widgets/Apps; Social Listening, Measurement, and
                      Insights; Social Media Outreach and Engagement;
                      Social Media contests; Social Integration with other
                      Marketing
3M Health Information Systems
Business case
• In conjunction with the impending conversion to ICD-10, 3M
  HIS had an opportunity to market a holistic HIS solution to a C-
  level target audience
• To be successful in selling this solution , 3M HIS had to:
    – Make the target audience aware that 3M HIS is more than a coding
      vendor
    – Convince the target audience it is worth their time to meet with an HIS
      CRE
    – Equip the HIS sales force with the knowledge and tools to transition from
      a product to consultative solution selling approach
    – Establish itself of a thought leader in the health system information arena
• Phase 1 of Renaissance involves the marketing of
  autocoding and documentation to augment existing HIS
  coding products in preparation for ICD-10.
Business case
Challenge:
• Help 3M HIS salespeople deliver a dynamic message to the hospital
  C-suite (particularly the CFO) that compels the prospect to want to
  engage more fully with 3M HIS.
• 3M HIS marketing team sought to incorporate social media into their
  plans to meet this challenge.

Objectives:
• Size current and future opportunity for 3M HIS in social media
• Deliver immediate marketing value through social media marketing
• Build owned social media marketing assets for both immediate
  benefit and long-term use
• Collaborate with and train internal staff on management of social
  media assets, including ongoing performance measurement
Strategy
Delivered a plan to enable 3M HIS to:


• Leverage Social Media to continuously increase awareness,
  engagement and loyalty among 3M HIS purchasers and constituent
  HIS users within health care organizations to accomplish marketing
  goals regarding promotion of 3M HIS “Renaissance” Application
Screenshots (Plan deliverable)
Delivered a plan to enable 3M HIS to:


• Leverage Social Media to continuously increase
  awareness, engagement and loyalty among 3M HIS purchasers and
  constituent HIS users within health care organizations to accomplish
  marketing goals regarding promotion of 3M HIS “Renaissance”
  Application
Screenshots (Plan deliverable)
Measurement / Analytics

• Plan only; not applicable
Results

• Plan only; not applicable
Verticals, Audiences, Competencies & Tactics

Vertical Industries   Technology; Healthcare


Audience Groups       Enterprise Business Decision Makers; CIOs


Competencies          Social Media Strategy and Planning
Tactics Used          Forums; Social Networking Sites; Video and Photo
                      Sharing (video development); Social/Mobile
                      integrations; Social Listening, Measurement, and Insights;
                      Social Media Outreach and Engagement; Social
                      Integration with other Marketing
3M ESPE:
Filtek Ultra Product Launch
Business Case

• 3M ESPE marketing team engaged Gage to help announce
  and market Filtek Supreme Ultra Restorative, the replacement
  for Filtek Supreme Plus Restorative
• Gage’s task was to help convince the target audience that
  Filtek Ultra retains everything they have come to love about
  Filtek Plus, yet offers them even more through advances in
  product development



          “Don’t lose a single customer”
Strategy (continued)

    • To meet the challenge of …
       – Cutting through the clutter
       – Getting the targets attention
       – Not delivering a “me too” marketing solution
       – … Gage partnered with The Second City to interject
         comedy into our solution
    • A series of humorous videos were produced that
       – Explain product benefits…
       – …While entertaining and encouraging viewers to stay
         longer
       – …and tell their peers about the experience
Site


www.everyonehasashade.com
Videos




Microsite:
http://everyonehasashade.com/main/videos.html#/toothFa
iry01
YouTube:
http://www.youtube.com/user/3MESPEDental
Twitter
Metrics

  – Website
     • Site traffic reports (WebTrends)
     • Video starts
     • Video completes
     • Number of Referrals/Video Sharing
     • Number of Stay Informed signups
     • Clicks to “Contact your authorized 3M ESPE dental distributor” link
Conversations
Campaign results
• Video cued at launch is receiving 98.5% video completes
  (watch entire video)
• Sharing of Videos surpassing all other sharable content
• Twitter followers for the Tooth Fairy and Charlie over 4,000 strong
• Steady incline of unique visitors, pages viewed and length of
  session leading up to largest annual tradeshow (CDS) on Feb 27
• Revenue growth of 13.2% surpassed goal of 10%
• 12-month market share growth goal achieved in half the time
  (6 months)
Verticals, Audiences, Competencies & Tactics

Vertical Industries   Healthcare


Audience Groups       Small and Mid-Sized Business Owners; Enterprise Business
                      Decision Makers
Competencies          Conversation Research and Insights; Social Media
                      Strategy and Planning; Social Media Program Execution;
                      Social Media Content Creation; Community/Forum
                      Management; Social Media Measurement and ROI
                      definition
Tactics Used          Blogs, Microblogs; Social Networking Sites; Video and
                      Photo Sharing (video development); Social
                      Widgets/Apps; Social/Mobile integrations; Social
                      Listening, Measurement, and Insights; Social Media
                      Outreach and Engagement; Social Integration with
                      other Marketing
For more information




      Chris McLaren
      Director, Emerging Media & Strategy
      Gage Marketing Group
      Phone: 763-595-3855
      chris_mclaren@gage.com
      Twitter: @cmclaren1




                                            79

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Gage e strategy

  • 2. Agenda 1 Intro to Gage 5 minutes Slide 3 2 Approach to Strategy 15 minutes Slide 5 (w/ examples from case studies) 3 Case studies Appendix Slide 10 1. Microsoft SMB Slide 11 2. Microsoft Retail Service Professional (RSP) Slide 20 Community 3. Lawson Software Slide 27 4. 3M Visual Attention Service Slide 45 5. 3M HIS Slide 60 6. 3M ESPE Slide 69
  • 4. Marketing Solutions that Drive Behavior • Formed in 1992 • Minneapolis, Los Angeles, Redmond • Ad Age / Interactive Rank: #35 • Promo / Promotion Rank: #37 • Blending of technology and marketing for world’s most respected brands • Promotional – Sweeps, games, contests, POP, legal • Digital – Mobile, web, media, social, dashboards • Relationship – CRM, incentive & loyalty programs, DR • Fortune 500 client base
  • 5. = Driven/Owned by Emerging media Social DM = Significantly affected by Emerging media Mobile Email Voice Marketing Mobile Email SMS SMS + MMS IM IM IM IM Email Email Email Email Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Telephone Telephone Telephone Telephone Telephone <1990 1990s 1999 2000s 2010 TV TV TV TV TV Radio Radio Radio Radio Radio Print Print Print Print Print Display Display Display Display Display Website Cable TV Website Website Search Website Search Search Online Display Search Online Display Online Display Paid Search Online Display Paid Search Paid Search Landing Pages Landing Pages Landing Pages Microsites Microsites Microsites Online Video Online Video Online Video Affiliate Marketing Webinars Affiliate Marketing Webinars Affiliate Marketing Webinars Blogs Blogs RSS RSS Podcasts Contextual Podcasts Wikis Contextual Social Networks Wikis Mobile Web Social Networks Behavioral Marketing continues to get more complex. Mobile Web Social Media & Ads Virtual Worlds The need to focus efforts on mastering and Widgets incorporating new approaches to Twitter maximize effectiveness is clear. Mobile Apps & Geolocation
  • 6. Gage Social Media Ecosystem + Select Clients Strategy & Consulting Services Software Integration Custom Development Media • SM Outpost strategy • SM Promotions (Wildfire) • Custom Loyalty / • Cross-channel and management • eCommerce Sweepstakes, Contests, campaign design • Social CRM - (BazaarVoice) Promotions, Training, and execution Monitoring Community • Social Media • B2B CRM (Salesforce) , Measurement, Engag • Custom Facebook Advertising • Loyalty and Community ement Applications: • Twitter building (Pluck, Lithium) • Thought Leadership • Photo/Video Contests (Tweets/handles/ • Content Curation Marketing • Localization hashtags) (Magnify, Curation • Event Marketing Station) • Facebook OpenGraph • Facebook (microblogging, video API integration (DirectServe, • Collaborative and cross- capture / PPL model, others) channel marketing • Dynamic live/social publishing, SlideShare) • LinkedIn (Spredfast, Sprinklr) content display widgets • SEO media asset (InMail, Display • Monitoring / Social CRM • Social Media-technology development, publishi ads) (Radian6, Visible mashups (Crimson ng, tagging • YouTube Technologies) Hexagon, Google/Bing • Social Media Identity Maps, etc) • …More • Viral tracking / Earned Protection Media Measurement • Mobile Applications • SM Analytics / (Meteor) Development Dashboards • Profiling / Retargeting / • WAP site enablement • Legal Services Advocacy modeling (Campaign (Rapleaf, Flowtown) design, Rules, Terms & conditions)
  • 8. Method • Define goals and objectives • Understand target audiences & customers • Analyze competitors • Conduct gap analysis and gap-filling research • Confirm goals and objectives • Define initial go to market approach • Define and prioritize tactics, timing • Define measurement plan Gage Confidential. All Rights Reserved. 8
  • 9. Equation Market Practice Client-side research Strategic Experience, discovery audit Plan Knowledge (Social) Goals, culture, or Find and analyze Capitalize on Goal-driven ganization to relevant conversations Gage’s experience strategic plan: assess social with available 1. Goals 1. Size opportunity readiness / tools, technologies, maturity 2. Know where and to tactics and 2. Measurement whom to play combine with Plan 1. People (audiences, conver client’s insights 3. Prioritized 2. Process sations) Initiatives 3. Technology 4. Timelines 3. Know how to play (channels, convers 5. Budgets ations, tactics) 9 Gage Confidential. All Rights Reserved.
  • 12. Business Case, Strategy • Microsoft SMB had a meager social media presence among its reseller partners and SMB customers; leadership knew social media had greater potential but did not know how to pursue realizing that potential • Gage developed a strategic plan to build a “social media engine” to be integrated into Microsoft SMB’s current marketing practice – Marketing Asset/Practice Audit – Gap-Filling Research – Strategic Plan • Purpose: Create an achievable vision to make optimal use of social media to accomplish business goals SMB Facebook page popularity prior to engagement vs. peers: November 2010
  • 13. 3 Deployment Areas Partner Enablement Customer Engagement – Social Widgets – Ask An Expert – Social Activation for Partners – Facebook: Buddy Media Landing (for FY12) Page – Facebook: “Be The Expert” – Social Advocacy Platform Application – Facebook: Promotion (Partner) – Facebook: Buddy Media Organization & Structure Landing Page – Sprinklr SMMP – Facebook: Buddy Media (publishing, analytics, identify Syndication & target influencers) – Social Advocacy Platform – Branding – Social Content Playbook – Reporting
  • 14. Time Demand Generation (Partner + Customer) 0 Social syndication Facebook Facebook Custom UX Facebook Be the Expert (Partner + Customer) Ask A Partner Conversion Users take desired action Usually occurs on hub Feedback Loop Social Advocacy Platform 100 n Awareness = Prospect is aware of and/or knowledgeable about product / service n Engagement = Prospect acts to indicate a desire to start, continue and/or deepen information exchange n Conversion = Prospect takes an action known to drive sales n Advocacy = Customer or influencer takes an action in support or recommendation of product / service
  • 16. Conversion measurements/analytics used for Microsoft SMB Partners Customers On a campaign and ongoing basis, Key measurable activities: Microsoft SMB currently consistently Go to MS store and buy* measures: Go to PinPoint and find a partner Downloads Complete a lead form Click-throughs to target content Customer reach (through Partners)
  • 17. Competitor Benchmark Examples, SMB Before/After Intuit SAP Oracle SMB SMB (Pre) (Post) Social Media Integrated w/ Website 9 8 6 2 2 Brand Integrated Across Social Nets 8 7 3 1 5 Clear Purpose for Each Social Media 7 6 6 1 5 Presence Social Customer Service/Support 7 8 6 1 2 Consistent Content Distributed/Posted 6 8 7 2 6 Social Media Reach (fans, followers, etc.) 6 6 5 1 4 Easy to Navigate User Experiences 7 6 4 1 4 Use of Promotions in Social Media 7 2 2 1 4 ROI Tracking / Measurement N/A N/A N/A N/A N/A Color and Number indicate both a general assessment (color) and specific (number): Green Excellent (7-10) Yellow Neutral (4-6) Red Poor (1-3)
  • 18. SMB Social Media Office 365 is example of campaigns being promoted across SMB SM Channels: • Facebook SMB 7 posts – 2 types (product, cloud) • Facebook Marketing Mashup 1 post – Office 365 Intro • Twitter SMB 5 tweets – 2 types (product, cloud) • Twitter Cindy Bates 4 tweets – 2 types (product, cloud) • Youtube SMB FOYB video added which incorporates Office 365. • LinkedIn Microsoft Office 365 product page created and promoted as feature product on summary page. • Business Insights SMB Newsletter Mentions: introducing, product beta invite, learn more and case study • Cindy’s Blog Two posts – 2 types (product, cloud)
  • 19. Verticals, Audiences, Competencies & Tactics Vertical Industries Consumer/Retail; Technology Audience Groups Small and Mid-Sized Business Owners; Developers and IT Professionals; Enterprise Business Decision Makers Competencies Conversation Research and Insights; Social Media Strategy and Planning; Social Media Program Execution; Social Media Content Creation; Community/Forum Management; Social Media Measurement and ROI definition; Social Advertising Tactics Used Blogs, Microblogs; Social Networking Sites; Video and Photo Sharing (video development); User Groups; Social Widgets/Apps; Social/Mobile integrations; Social Listening, Measurement, and Insights; Social Media Outreach and Engagement; Social Media contests; Social Integration with other Marketing
  • 21. Business case/problem analysis addressed • ExpertZone is a training, education, rewards, advocacy, and community platform for Retail Service Professionals (RSPs) selling Microsoft products: Windows, Office, Xbox, Zune, and Hardware. ExpertZone is an exclusive community available only to current retail service professionals (RSPs). ExpertZone is available in 34 countries worldwide. • ExpertZone selected Gage to help them reach RSPs and deliver the following specific ongoing benefits: • Awareness: Make more RSPs aware of ExpertZone • Engagement: Drive new RSPs to register and existing registered RSPs to revisit • Conversion: Drive new RSP registrations, RSP visits, course completions • Advocacy: Encourage RSPs to share their positive associations with ExpertZone to their social networks
  • 22. Strategy created and deployed • Develop and manage conversation on branded social media channels and community forum in primary social networks: – Daily Branded Social Media Channel Management – US Forum Moderation – Global Reporting – 5 countries (US, UK, CA, AU, NZ) • Drive additional insights and visits: – Customer Advocacy Platform Pilot – Social Advocacy Modeling and Influencer Outreach – Expanded Social Network Advertising – Facebook Welcome Pages – Integrating EZ Site Content into SM Channels (Facebook App)
  • 23. Gage Confidential. All Rights Reserved. Screenshots – Branded outposts Live in 6 countries, including the U.S. Outpost – Twitter (UK) Community website hub Outpost – Facebook (UK)
  • 24. ExpertZone: Community Hub • Website includes features like user-generated content capture + syndication, ties to social media platforms, forums, groups, etc. • Seeks to maximize marketing value of community and individual RSP members. Gage Confidential. All Rights Reserved.
  • 25. ExpertZone: Community Hub Community-Building Hub Features / Functionality (selected examples) Users can form affinity groups around interests Users can see / connect with other users in their network User content is customized based on personal attributes Outposts integrated into UX Gage Confidential. All Rights Reserved.
  • 26. Verticals, Audiences, Competencies & Tactics Vertical Industries Consumer/Retail; Phone/Mobile; Technology Audience Groups Students 16-24 years old; Young Male Tech enthusiasts 18-24 yrs old Competencies Conversation Research and Insights; Social Media Strategy and Planning; Social Media Program Execution; Social Media Content Creation; Community/Forum Management; Social Media Measurement and ROI definition; Social Advertising Tactics Used Blogs, Microblogs; Forums; Social Networking Sites; Wiki / Collaboration Software; Video and Photo Sharing (video development); User Groups; Social Widgets/Apps; Social/Mobile integrations; Social Listening, Measurement, and Insights; Social Media Outreach and Engagement; Social Media contests; Social Integration with other Marketing
  • 28. Business Case • Lawson HCM is one of several Lawson divisions exploring social media marketing. • Lawson HCM’s inbound marketing operation was focused on the following activities: – Conducting Online Webinars, Demos – Whitepaper and Case Study publishing – Search and SEM – PPC – Email – Executive Blog
  • 29. Business Case • Lawson suffered from a lack of name recognition (awareness) in comparison to ERP competitors - and sometimes was excluded from consideration for this reason. • Lawson HCM marketing management believed social media offered a major unrealized opportunity to build awareness and fill the top of the sales lead funnel, areas for which their current marketing activities were less effective. • Lawson HCM engaged Gage to help understand the potential of social media to build awareness and fill the top of the sales funnel, as well as improve Lawson’s name recognition in the marketplace.
  • 30. Strategy • Gage developed a strategic plan to integrate social media into Lawson HCM’s current B2B inbound marketing practice. It included detail on how to leverage Social Media and Community to increase awareness, engagement and conversion and advocacy among HCM prospects and customers. The overarching purpose is to create a holistic, achievable vision for Lawson HCM that makes optimal use of social media to accomplish business goals.
  • 31. Screenshots Slides that follow are slides from presentation version of final strategy deliverable.
  • 32. Research Findings – Social Media Audit Non-branded topical community size • From March 11- April 11, 2011, Gage located about 52,000 posts that were directly relevant to HCM. Content was extremely varied: brands were active in publishing messages, consultants and industry experts were providing commentary, job postings were frequent, and customers/users were participating as well. Target audience presence and participation • HCM customers and/or users = Core target audience • Of the 52,000 posts found, 2.1% were authored by HCM customers/users. This level of participation is not unusual for B2B industries - typical observed participation rates are 2-6%. Even at 2.1% participation however, the numbers add up quickly. Current average volume is 36.4 posts per day, 1,092 posts per month, and 31,104 customer/user posts per year.
  • 33. Customer/User posts in the Pre & Post Purchase Process • A majority of posts by customers/users were people sharing their opinions and or experiences, and were not indicating activity in the purchase process (62%). Of those that did indicate they were in the purchase process, the biggest percentage of people was posting with customer service issues/questions. These people made up 25% of total customers/user posts.
  • 34. Customer posts discussing Systems (EMSS, HRMS, HCM, and HRIS) • For customer posts discussing “systems” (EMSS, HRMS, HCM, and HRIS), almost all posts were use-experience sharing and informational, and/or technical customer service posts. Few customers/users could be characterized as being “at the top of the funnel” - all either customer service-oriented or experience-sharing.
  • 35. Research Findings – Social Audit Direct Opportunity • ~36 times per day, Lawson HCM has a immediate engagement opportunity – engage directly to build awareness, drive engagement, increase likelihood of advocacy, push to inbound lead mechanisms Indirect Opportunity • Target audience far more likely to passively consume than to actively participate: – 5% of HCM professionals post original content to blogs and websites or post ratings or reviews or comment in blogs and forums on a daily basis* – 60%-90% of HR professionals read, watch, and listen to social media content on any given day* • Findings suggest that Lawson HCM has an opportunity to reach and influence 470-690 customer/users per day. *Source: http://www.birkman.com/news/BMI_WP_SocialMedia2.pdf
  • 36. Research Findings – Social Audit Original Audience/Day - Low Estimate 36.4 Average number of posts found per day by customer/users of HCM (Active) 5% % of customer/users of HCM who post daily* 728 Average number of HCM Professionals online at any given time per day (36.4/5%) 60% % of HCM Professionals who read, listen, or watch content online daily* 436.8 Average number of HCM Professionals who read, listen, or watch content online daily (Passive) 473.2 Average Daily Audience of HCM Professionals for social media content Original Audience/Day - High Estimate 36.4 Average number of posts found per day by customer/users of HCM (Active) 5% % of customer/users of HCM who post daily* 728.0 Average number of HCM Professionals online per day (36.4/5%) 90% % of HCM Professionals who read, listen, or watch content online daily, weekly, or at least 2x month* 655.2 Average number of HCM Professionals who read, listen, or watch content online daily (Passive) 691.6 Average Daily Audience of HCM Professionals for social media content *Source: Birkman, Human Resources 2.0: How HR Professionals and HR Consultants Use Social Media and Web 2.0 Technologies
  • 37. Research Findings – Social Audit Indirect Opportunity • That which is viewed by initial audiences is also viewed - and sometimes shared – out to social networks. • Because of this characteristic plus low-cost/focused advertising options in social media, Lawson HCM can expect to generate aggregate of 60,000 and 88,000 paid, owned and earned brand impressions to target audience in social media per day. • It should also be noted that social media usage is still growing exponentially, so these numbers will rise organically over time.
  • 38. Research Findings – Social Audit Projected Social Network Viewing/Sharing Impact for Lawson HCM (Benefit: Impressions build Awareness) Target Audience Ad/Network Impressions Impressions Low High Low High Initial Target Audience Impressions 473 691 60,544 88,448 # of shares 70.95 103.65 9,082 13,267 (15% round 1 share rate) # of shares 4.257 6.219 545 796 6% share rate (round 1 or 40% round 1) # of shares 0.08514 0.12438 11 16 2% share rate (round 1 or 40% round 2) # of shares 0.0008514 0.0012438 0 0 1% share rate (round 1 or 40% round 3) 548 801 70,182 102,527 total per-day impressions @ 15% share 61,100 89,260 total per-day impressions @ 6% share 60,555 88,464 total per-day impressions @ 2% share 60,544 88,448 total per-day impressions @ 1% share
  • 39. Social Media: Lead Projection Ratios to Ratio of Ratio of How customers experience brand conversion event qualified lead conversion event communities online to a qualified lead to sale Time (examples) 0 Awareness (2500:1) Engagement (150:1) Conversion event (1:1) (15:1) (5:1) Users take a desired Gage Confidential. All Rights Reserved. action known to drive business outcomes: buy online, live chat, register for CRM channel, Advocacy Feedback Loop download, visit specified content, etc. Advocacy 2.5:1 100 n Awareness = Prospect is aware of and/or knowledgeable about product / service n Engagement = Prospect acts to indicate a desire to start, continue and/or deepen information exchange n Conversion = Prospect takes an action known to drive sales n Advocacy = Customer or influencer takes an action in support or recommendation of product / service 39
  • 40. Social Media: Lead Projection Lawson HCM Social Media: Lead Generation Potential: Monthly/Annual Low High Awareness Events/Month (2500:1) 60,544 88,448 Engagement Events/Month (150:1) 3632.64 5306.88 Advocacy Events/Month (2.5:1) 60.544 88.448 Conversion Events/Month (1:1) 24.2176 35.3792 Gage Confidential. All Rights Reserved. Qualified Leads Generated/Month (1:15 Conversion Events) 1.614506667 2.358613333 Sales/Month (1:5 Qualified Leads) 0.322901333 0.471722667 Sales Value/Month ($1M Avg. Sale Value x Sales) $322,901 $471,723 Sales Value/Annual ($1M Avg. Sale Value x Sales x 12) $3,874,816 $5,660,672 Based on interviews with OppSource personnel conducted June 2011. 40
  • 41. Practice Investment Recommendations = Foundational investments. Required to deliver other recommendations. 1 point = approximately $100,000. Value = Benefit-Cost. All cost/benefit/value estimates expressed in first year. Initiative Description Benefit Statement Benefit (Cost) Value Goals & Goals, objectives, expectations and actions. Design Results culture is essential to success. - 0.50 N/A Measurement reporting. Enable tracking to goals. Staffing - Handle daily publishing, monitoring, engagement, Necessary for branded channel build-out, social - 1.50 N/A Community measurement on all community properties. CRM, influencer mapping/campaigning, forum, Management event promotion, etc. Branded Establish branded SM channels. Develop content Varies by channel. See slide 48 for benefit. 4.75 0.40 4.35 social Channel strategy, publishing & engagement guidelines. build-out Social Media Interactive content for internal teams that Internal stakeholders know how to use social 4.25 0.30 1.85 Playbooks explains how to use HCM social media in pursuit of media infrastructure for marketing. their marketing goals SMMP Enables cross-channel publishing, monitoring, and Efficient management impossible with multiple 4.00 1.25 1.75 measurement. social media channels without use of an SMMP. Advocacy Pilot for 6 months and assess results. Takes painstakingly built relationships and puts 4.5 1.00 2.50 Platform them directly to work building WOM benefit in the online places where it can make an immediate, material impact. Influencer Map influencers on matrix assessing reach and Most effective way to drive perception of 4.25 1.00 2.25 Campaign sentiment. competitive advantage. Social CRM / Monitor/participate in pre-purchase conversations Observe and/or engage directly in ~36 social 4.00 .75 2.25 Service and in non-branded community. conversations/day. Results will come within Support days of implementation and build w/expertise. Community Develop community platform strategy/roadmap to Identify, motivate, and empower online and 5 2.5 2.5 Platform take full advantage of advocates, use social media social customers and users. (Hub) to broadcast activity and info from inside out. Roadmap Total 30.75 (9.20) 21.55
  • 42. Measurement / Analytics Used • N/A – Strategic plan comprised the deliverable for this promotion. 42
  • 43. Results • N/A – Strategic plan comprised the deliverable for this promotion.
  • 44. Verticals, Audiences, Competencies & Tactics Vertical Industries Technology; Healthcare; Government; Financial Audience Groups Small and Mid-Sized Business Owners; Developers and IT Professionals; Enterprise Business Decision Makers; CIOs Competencies Social Media Strategy and Planning Tactics Used Blogs, Microblogs; Forums; Social Networking Sites; Video and Photo Sharing (video development); User Groups; Social Widgets/Apps; Social Listening, Measurement, and Insights; Social Media Outreach and Engagement; Social Media contests; Social Integration with other Marketing; Wiki/Collaboration Software
  • 46. Business Case • VAS is a brand-new automated eye-tracking analysis service which seeks to capture a share of the $8.6 billion dollar market research industry. • To succeed, VAS must reach a critical mass of sales with relatively low up-front marketing and promotional investment. • 3M VAS management engaged Gage to help understand the potential marketplace for this product and recommend marketing strategy and tactics, including social media.
  • 47. Strategy • Gage first developed an interactive strategy to drive a successful launch, resulting in management approval for greater investment to fully capitalize on the long term potential of the service. • Analysis and recommendations were the result of an analysis of 3M’s current marketing research findings, interviews with VAS management, review of current VAS website analytics, analysis of competitive services and marketing approaches, and analysis of online conversations relevant to this market and service. • Strategy identified four core audience targets and identified key messages and tactics for use in marketing to each segment. • Tactics were then employed in order of perceived likely ROI on a quarterly basis, with results review and directional approach for next quarter determined at close of each quarter. • Social media tactics employed include social advertising, branded social channels, audience-specific forums, blog.
  • 51. Strategy • Example of subsequent quarterly tactical recommendations:
  • 55. Measurement / Analytics Used • Gage assessed performance of branded channels and campaigns through a customized dashboard application which included reporting on the metrics shown on the next several slides
  • 59. Verticals, Audiences, Competencies & Tactics Vertical Industries Consumer/Retail; Technology Audience Groups Young Male Tech enthusiasts 18-24 yrs old; Small and Mid-Sized Business Owners Competencies Conversation Research and Insights; Social Media Strategy and Planning; Social Media Program Execution; Social Media Content Creation; Community/Forum Management; Social Media Measurement and ROI definition; Social Advertising Tactics Used Blogs, Microblogs; Social Networking Sites; Social Widgets/Apps; Social Listening, Measurement, and Insights; Social Media Outreach and Engagement; Social Media contests; Social Integration with other Marketing
  • 61. Business case • In conjunction with the impending conversion to ICD-10, 3M HIS had an opportunity to market a holistic HIS solution to a C- level target audience • To be successful in selling this solution , 3M HIS had to: – Make the target audience aware that 3M HIS is more than a coding vendor – Convince the target audience it is worth their time to meet with an HIS CRE – Equip the HIS sales force with the knowledge and tools to transition from a product to consultative solution selling approach – Establish itself of a thought leader in the health system information arena • Phase 1 of Renaissance involves the marketing of autocoding and documentation to augment existing HIS coding products in preparation for ICD-10.
  • 62. Business case Challenge: • Help 3M HIS salespeople deliver a dynamic message to the hospital C-suite (particularly the CFO) that compels the prospect to want to engage more fully with 3M HIS. • 3M HIS marketing team sought to incorporate social media into their plans to meet this challenge. Objectives: • Size current and future opportunity for 3M HIS in social media • Deliver immediate marketing value through social media marketing • Build owned social media marketing assets for both immediate benefit and long-term use • Collaborate with and train internal staff on management of social media assets, including ongoing performance measurement
  • 63. Strategy Delivered a plan to enable 3M HIS to: • Leverage Social Media to continuously increase awareness, engagement and loyalty among 3M HIS purchasers and constituent HIS users within health care organizations to accomplish marketing goals regarding promotion of 3M HIS “Renaissance” Application
  • 64. Screenshots (Plan deliverable) Delivered a plan to enable 3M HIS to: • Leverage Social Media to continuously increase awareness, engagement and loyalty among 3M HIS purchasers and constituent HIS users within health care organizations to accomplish marketing goals regarding promotion of 3M HIS “Renaissance” Application
  • 66. Measurement / Analytics • Plan only; not applicable
  • 67. Results • Plan only; not applicable
  • 68. Verticals, Audiences, Competencies & Tactics Vertical Industries Technology; Healthcare Audience Groups Enterprise Business Decision Makers; CIOs Competencies Social Media Strategy and Planning Tactics Used Forums; Social Networking Sites; Video and Photo Sharing (video development); Social/Mobile integrations; Social Listening, Measurement, and Insights; Social Media Outreach and Engagement; Social Integration with other Marketing
  • 69. 3M ESPE: Filtek Ultra Product Launch
  • 70. Business Case • 3M ESPE marketing team engaged Gage to help announce and market Filtek Supreme Ultra Restorative, the replacement for Filtek Supreme Plus Restorative • Gage’s task was to help convince the target audience that Filtek Ultra retains everything they have come to love about Filtek Plus, yet offers them even more through advances in product development “Don’t lose a single customer”
  • 71. Strategy (continued) • To meet the challenge of … – Cutting through the clutter – Getting the targets attention – Not delivering a “me too” marketing solution – … Gage partnered with The Second City to interject comedy into our solution • A series of humorous videos were produced that – Explain product benefits… – …While entertaining and encouraging viewers to stay longer – …and tell their peers about the experience
  • 75. Metrics – Website • Site traffic reports (WebTrends) • Video starts • Video completes • Number of Referrals/Video Sharing • Number of Stay Informed signups • Clicks to “Contact your authorized 3M ESPE dental distributor” link
  • 77. Campaign results • Video cued at launch is receiving 98.5% video completes (watch entire video) • Sharing of Videos surpassing all other sharable content • Twitter followers for the Tooth Fairy and Charlie over 4,000 strong • Steady incline of unique visitors, pages viewed and length of session leading up to largest annual tradeshow (CDS) on Feb 27 • Revenue growth of 13.2% surpassed goal of 10% • 12-month market share growth goal achieved in half the time (6 months)
  • 78. Verticals, Audiences, Competencies & Tactics Vertical Industries Healthcare Audience Groups Small and Mid-Sized Business Owners; Enterprise Business Decision Makers Competencies Conversation Research and Insights; Social Media Strategy and Planning; Social Media Program Execution; Social Media Content Creation; Community/Forum Management; Social Media Measurement and ROI definition Tactics Used Blogs, Microblogs; Social Networking Sites; Video and Photo Sharing (video development); Social Widgets/Apps; Social/Mobile integrations; Social Listening, Measurement, and Insights; Social Media Outreach and Engagement; Social Integration with other Marketing
  • 79. For more information Chris McLaren Director, Emerging Media & Strategy Gage Marketing Group Phone: 763-595-3855 chris_mclaren@gage.com Twitter: @cmclaren1 79

Editor's Notes

  1. Hold questions for happy hour and/or twitter
  2. Current Business (quick overview of current EM work)New Concepts/Technologies (w/ focus on ways for Agency to capitalize)Current Opportunities (new business)Next Steps (agency initiatives)
  3. Social is just one of many “new” forms of marketing for which ROI calculation is a challenge. Prioritizing investments is the real reason why social media ROI is so often demanded whereas more-established marketing investments are not held to the same standard.
  4. Current Business (quick overview of current EM work)New Concepts/Technologies (w/ focus on ways for Agency to capitalize)Current Opportunities (new business)Next Steps (agency initiatives)
  5. Current Business (quick overview of current EM work)New Concepts/Technologies (w/ focus on ways for Agency to capitalize)Current Opportunities (new business)Next Steps (agency initiatives)
  6. ScreenshotsVerticalsAudiencesCompetenciesTactics usedAnswers:The business case/problem analysis we addressedThe strategy we created and deployedThe measurements/analytics we usedThe results we achieved
  7. Budgeting / Prioritization process resulted in funding of these highest-value initiatives for H1:Social Content PlaybookSocial WidgetsDashboard DesignSocial Activation for PartnersFacebook: “Ask A Partner” ApplicationFacebook: Promotion (Customer)Facebook: Promotion (Partner)Facebook: Custom UX implementationSocial Advocacy Platform Dashboard Design
  8. Social Content PlaybookSocial WidgetsDashboard DesignSocial Activation for PartnersFacebook: “Ask A Partner” ApplicationFacebook: Promotion (Customer)Facebook: Promotion (Partner)Facebook: Custom UX implementationSocial Advocacy Platform Dashboard DesignDemand Generation / Awareness Building
  9. ScreenshotsVerticalsAudiencesCompetenciesTactics usedAnswers:The business case/problem analysis we addressedThe strategy we created and deployedThe measurements/analytics we usedThe results we achieved
  10. My.lawson.com
  11. Illustrating the various commonmetrics and how they tend to fit into the high level categories illustrated on previous slide.
  12. Illustrating the various commonmetrics and how they tend to fit into the high level categories illustrated on previous slide.