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Delighting the Social Customer
    Where process meets chaos

            Clint Oram
About Me

                                             •  CTO & Co-Founder,
                                                SugarCRM Inc.
                                             •  linkedin/clintoram
                                             •  clint@sugarcrm.com
                                             •  slideshare.net/sugarclint




17/12/12   ©2012 SugarCRM Inc. All rights reserved.       2
@sugarclint
                                       #crm12
                                       #sugarcrm




17/12/12   ©2012 SugarCRM Inc. All rights reserved.   3
Change



17/12/12   ©2012 SugarCRM Inc. All rights reserved.   4
Technology has
Changed our Society




17/12/12   ©2012 SugarCRM Inc. All rights reserved.   5
Technology has
Changed the Customer

                                                                                 60% expect to
                                                                              interact with other
   63% search
                                  •  Self-empowered                          customers when they
                                                                                like a brand on
     online to
   connect with
                                  •  Self-sufficient                               Facebook
   people with
 similar issues to                •  Self-organizing
   get answers
                                                                                                      80% more
                                               41% expect a reply                                 likely to try new
                                                 within one hour                                    things based
                                               when they connect                                      on friend’s
                                               online with a brand                                   suggestions


                                                                 Source: CMO Council 2011 Variance in the Social Brand Experience Report



17/12/12             ©2012 SugarCRM Inc. All rights reserved.                  6
Customer Expectations
 are Changing




17/12/12   ©2012 SugarCRM Inc. All rights reserved.   7
Business must
Evolve

       75% customers
        frustrated with                                       42% don’t receive the
     brand because of                                         assistance they were
     lack of knowledge                                          promised after a
         on customer                                                sales call
            history

                           Do your employees create happy customers?

                                        61% come away                              52% had a
                                         feeling that the                           negative
                                        company knows                              experience
                                       nothing about them                          with a sales
                                         after service or                              rep
                                            sales call
                                                                        Source: SugarCRM/Harris Interactive Survey 2012



 17/12/12          ©2012 SugarCRM Inc. All rights reserved.        8
Know your
Customer

     Over 350 million
         business                                           Most businesses still
    professionals use                                        use spreadsheets
         email to                                            and email to track
     collaborate with                                         their customers
        customers

                         Everyone engages with the customer

                                                                             Social and
                                      But only 20 million                    mobile are
                                      people use CRM                         connecting
                                       software today                         everyone




17/12/12         ©2012 SugarCRM Inc. All rights reserved.       9
The New Rules



17/12/12   ©2012 SugarCRM Inc. All rights reserved.   10
You are Not
 in Control                                                 Rule #1




 17/12/12   ©2012 SugarCRM Inc. All rights reserved.   11
Customers                                                  Lesson
 Manage You
                                                            Learned




17/12/12   ©2012 SugarCRM Inc. All rights reserved.   12
Traditional Marketing
   is Declining                                                                                       Rule #2
                                              Growth of Marketing Spend Over Next 2-3 Years
                                                                          Decline    Grow
               -100%       -80%       -60%          -40%           -20%         0%         20%        40%         60%           80%

                                                                          -5%                                             67%
Social Media	
  
                                                                -11%                                                     64%
Digital and Online	
  
                                                                          -5%                                       61%
Public Relations	
  
                                                                     -8%                                           58%
Direct Marketing	
  
                                                                          -5%                                      58%
Data Analysis	
  
                                                            -14%                                                  57%
Marketing Collateral	
  
                                                                -10%                                        48%
Paid Search	
  
                                                       -19%                                                 45%
Events	
  
Print	
                       -67%                                                         14%

TV and Radio	
             -74%                                                       9%

Out-of-Home	
                          -35%                                           8%



             Source: Booz & Company’s B2B Marketing Survey 2010

        17/12/12              ©2012 SugarCRM Inc. All rights reserved.                           13
How People Connect
                                                                       Lesson
 with Companies
                                                                        Learned

                                                           Inbound
                                                           Permission
                                                           Customer-Driven


           Outbound
           Interruption
           Vendor-Driven

17/12/12        ©2012 SugarCRM Inc. All rights reserved.          14
Customer Service
 is Marketing                                              Rule #3




17/12/12   ©2012 SugarCRM Inc. All rights reserved.   15
Measure your                                                Lesson
 Customer Satisfaction
                                                             Learned




 17/12/12   ©2012 SugarCRM Inc. All rights reserved.   16
Join the
  Conversation                                             Rule #4




17/12/12   ©2012 SugarCRM Inc. All rights reserved.   17
Customers want                                                  Lesson
Honest Dialogue
                                                                 Learned
           “85% of respondents believe
           companies should not just present
           information via social media, but
           use it to interact and become more
           engaged with them.”

            Cone Inc Report: “Social Media in Business”

17/12/12        ©2012 SugarCRM Inc. All rights reserved.   18
How to get started?



17/12/12   ©2012 SugarCRM Inc. All rights reserved.   19
Seems Complicated




17/12/12   ©2012 SugarCRM Inc. All rights reserved.   20
What are your social pain points?
                                                                         Marketing
                            Issue                        Brand
                             Escalation                   Protection

              Community                                          Thought
               Support                                            Leadership
Support
           Knowledge
            Sharing                         Social                Demand
                                                                   Generation

                                                            Content
                       Customer                              Sharing
                       Engagement
                                                      Customer
                                                      Profile             Sales

17/12/12   ©2012 SugarCRM Inc. All rights reserved.                 21
Start with Inbound Marketing




17/12/12   ©2012 SugarCRM Inc. All rights reserved.   22
To Drive Customer Engagement




17/12/12   ©2012 SugarCRM Inc. All rights reserved.   23
Phase 1: Establish your Social Profile


 1.  Build your LinkedIn
     profile

 2.  Start your company
     Facebook page

 3.  Create your Twitter
     account

17/12/12   ©2012 SugarCRM Inc. All rights reserved.   24
Then Listen, Engage, Direct & Measure


 Phase 2:
 Employee
Engagement



 Phase 3:
 Corporate
Engagement



 17/12/12    ©2012 SugarCRM Inc. All rights reserved.   25
Phase 4: Integrate into All Processes
Listen, Your Customers Will Tell You
                                                                         Marketing
                            Issue                        Brand
                             Escalation                   Protection

              Community                                          Thought
               Support                                            Leadership
Support
           Knowledge
            Sharing                         Social                Demand
                                                                   Generation

                                                            Content
                       Customer                              Sharing
                       Engagement
                                                      Customer
                                                      Profile             Sales

17/12/12   ©2012 SugarCRM Inc. All rights reserved.                 27
CRM for EVERYONE
      See you in New York for SugarCon 2013!
                                April 8th-11th
Thank You


                                @sugarclint
                          slideshare.net/sugarclint

                                    @sugarcrm
                                facebook/sugarcrm

17/12/12   ©2012 SugarCRM Inc. All rights reserved.   29

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Complaciendo al Cliente Social: donde el proceso se encuentra con el caos

  • 1. Delighting the Social Customer Where process meets chaos Clint Oram
  • 2. About Me •  CTO & Co-Founder, SugarCRM Inc. •  linkedin/clintoram •  clint@sugarcrm.com •  slideshare.net/sugarclint 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 2
  • 3. @sugarclint #crm12 #sugarcrm 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 3
  • 4. Change 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 4
  • 5. Technology has Changed our Society 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 5
  • 6. Technology has Changed the Customer 60% expect to interact with other 63% search •  Self-empowered customers when they like a brand on online to connect with •  Self-sufficient Facebook people with similar issues to •  Self-organizing get answers 80% more 41% expect a reply likely to try new within one hour things based when they connect on friend’s online with a brand suggestions Source: CMO Council 2011 Variance in the Social Brand Experience Report 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 6
  • 7. Customer Expectations are Changing 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 7
  • 8. Business must Evolve 75% customers frustrated with 42% don’t receive the brand because of assistance they were lack of knowledge promised after a on customer sales call history Do your employees create happy customers? 61% come away 52% had a feeling that the negative company knows experience nothing about them with a sales after service or rep sales call Source: SugarCRM/Harris Interactive Survey 2012 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 8
  • 9. Know your Customer Over 350 million business Most businesses still professionals use use spreadsheets email to and email to track collaborate with their customers customers Everyone engages with the customer Social and But only 20 million mobile are people use CRM connecting software today everyone 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 9
  • 10. The New Rules 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 10
  • 11. You are Not in Control Rule #1 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 11
  • 12. Customers Lesson Manage You Learned 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 12
  • 13. Traditional Marketing is Declining Rule #2 Growth of Marketing Spend Over Next 2-3 Years Decline Grow -100% -80% -60% -40% -20% 0% 20% 40% 60% 80% -5% 67% Social Media   -11% 64% Digital and Online   -5% 61% Public Relations   -8% 58% Direct Marketing   -5% 58% Data Analysis   -14% 57% Marketing Collateral   -10% 48% Paid Search   -19% 45% Events   Print   -67% 14% TV and Radio   -74% 9% Out-of-Home   -35% 8% Source: Booz & Company’s B2B Marketing Survey 2010 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 13
  • 14. How People Connect Lesson with Companies Learned Inbound Permission Customer-Driven Outbound Interruption Vendor-Driven 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 14
  • 15. Customer Service is Marketing Rule #3 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 15
  • 16. Measure your Lesson Customer Satisfaction Learned 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 16
  • 17. Join the Conversation Rule #4 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 17
  • 18. Customers want Lesson Honest Dialogue Learned “85% of respondents believe companies should not just present information via social media, but use it to interact and become more engaged with them.” Cone Inc Report: “Social Media in Business” 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 18
  • 19. How to get started? 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 19
  • 20. Seems Complicated 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 20
  • 21. What are your social pain points? Marketing Issue Brand Escalation Protection Community Thought Support Leadership Support Knowledge Sharing Social Demand Generation Content Customer Sharing Engagement Customer Profile Sales 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 21
  • 22. Start with Inbound Marketing 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 22
  • 23. To Drive Customer Engagement 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 23
  • 24. Phase 1: Establish your Social Profile 1.  Build your LinkedIn profile 2.  Start your company Facebook page 3.  Create your Twitter account 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 24
  • 25. Then Listen, Engage, Direct & Measure Phase 2: Employee Engagement Phase 3: Corporate Engagement 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 25
  • 26. Phase 4: Integrate into All Processes
  • 27. Listen, Your Customers Will Tell You Marketing Issue Brand Escalation Protection Community Thought Support Leadership Support Knowledge Sharing Social Demand Generation Content Customer Sharing Engagement Customer Profile Sales 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 27
  • 28. CRM for EVERYONE See you in New York for SugarCon 2013! April 8th-11th
  • 29. Thank You @sugarclint slideshare.net/sugarclint @sugarcrm facebook/sugarcrm 17/12/12 ©2012 SugarCRM Inc. All rights reserved. 29