2007 Social Media & CRM 2.0 Professional Certification Seminar

Drumroll, please…announcing:

What: 2007 Social Media & CRM 2.0 Professional Certification Seminar
Where: San Francisco, CA
When: March 27-28, 2007
Learn more: http://www.bptpartners.com/socialmedia_agenda.aspx

On March 27th and March 28th, I’ll be co-hosting a two-day professional seminar, “Social Media & CRM 2.0” along with Paul Greenberg (Author, “CRM at the Speed of Light” and principal at BPT Partners). This event will be held at the offices of our friends Fleishman-Hillard here in San Francisco. (Thanks, Fleishman!)

The 2007 Social Media & CRM 2.0 Professional Certification Seminar is endorsed by Rutgers University Center for CRM Research, CRMGuru.com, the National CRM Association, Greater China CRM and CRMA Japan.


Topics include:

Why the new social media: Communications and the era of the social customer — Traditional means of doing this through messaging marketing campaigns are no longer adequate. The new social media, blogging, user communities, podcasting and social networking are increasingly become tools of choice for businesses. Learn the why’s, where’s, and what’s in the segment on the strategic framework.

The Business Blog Field Guide — Every publication from Business Week, Forbes, The Wall Street Journal to online white papers warn businesses the blogging is not an optional endeavour. Those that don’t will not survive, so we are going to give you what you need to not just survive the on rush but prosper. This module will explain how to produce a blog, what the benefits are, and what conditions you need to make it a success.

Components of Blogging — You have the framework with the first 2 modules, now we’re going to get down. You’ve created the environment, time for you to get what you need to know to actually write the business blog in a consistent and timely way.

Customer Communities and Social Network Analysis — In this session, you will learn about the value of social networks, customer communities and the tools and practices to facilitate their creation and maintenance. If you do it right, your customers will be the advocates you desire and the business lifeblood you need for sustaining the kind of growth you’ve dreamed about – in collaboration with those customers you know to be important to your present and future.

The Theory and Practice of Podcasting — This module will not only explain what a podcast is, why it’s important to you as a business person, but how to actually produce a podcast. It will also bust some of the myths of podcasting that have already grown up around its young, explosive life. There is no form of social media that promises to meet the needs of the new generations of customers as well as this one – especially for those on the move. Imagine, having a good time creating something that can benefit your business – anytime, anywhere, any way you like? This module will give you the tools to do that.

Defining Your High Value Opportunities Using Social Media — Now, we get down and well, sorta dirty. How does this directly apply to your business? What industry you’re in, who your target markets are, will make a genuine difference in the approaches and applications of the social media tools. If you’re a B2B business v. a B2C business, there will be differences in approach. If you want to use the tools for co-creation of value with your customers or for feedback retrieval and customer conversations it will make a difference. The final module will examine what those specific applications can be for specific business situations and models.

Learn more: http://www.bptpartners.com/socialmedia_agenda.aspx

Enterprise Web 2.0 Efforts: How To Get To Critical Mass

In an earlier post, I put forth a checklist of things to think about before launching a business-oriented Web 2.0 effort (thanks, everyone).  Going to continue that discussion here and get down to some tactics.  In particular, going to look at a number of the things that one can do to help get a community on the path to critical mass and, more importantly, ongoing sustainability.

Readysetgo

Like offline communities, online business-oriented communities grow over time based on the interactions of their members. As such, growing an online community takes time and dedication; there’s no “just add water” silver bullet. (We’re people, not sea-monkeys.) That said, there are a few things that can be done to get things off on the right foot. These are host graciously, act as a catalyst, and help community participants to achieve their goals.

Host Graciously: This means exactly what it sounds like. The job of hosting any interactive effort does not end when the site goes “live.” Quite the contrary, actually. Some things that can be done:

  • Welcome newcomers
  • Make “virtual” introductions between members of the community
  • Start conversations
  • Keep things (relatively) on track (a little drift is actually good, however)
  • Highlight commonalities between members
  • Keep the dialog going
  • Thank others

Act as a catalyst: A host’s job is not to “be” the show. Instead, the host should start snowballs rolling and enable others to engage with each other. Particular things that can be done include:

  • Promoting others in the group
  • Posing questions to the group (can be open-ended, or polls)
  • Starting conversations by asking others “Why did you join?” — This is key to ensuring the group meets the needs of its members
  • Commenting on contributions that others have made

As anyone who has ever started any online group can tell you, getting things rolling can take a fair amount of effort. Some groups by their nature seems to have a sort of shyness with respect to individual contributions. While it’s easy to attribute this reticence to personality, it’s equally likely that it’s due to other factors. That’s why “ease of contribution” needs to be considered — the less friction there is in the participation process, the easier it is to engage. Augmenting online efforts with regular face-to-face interactions also makes it easier for folks to contribute online, since there is a certain je ne sais quoi to that first face-to-face meeting that seems to catalyze later online interactions. Regular, outbound reminders such as newsletters and mailers also aid in bringing participants into the fold.

Help community participants to achieve their goals: Kathy calls this “helping users to kick ass.” What this means is it’s all about the customer.

  • Enabling participants to connect with others working on similar problems
  • Connecting with others who do business in similar ways, and are going down similar roads
  • Facilitiating person-to-person information exchange

Especially in the business-oriented world, it’s critical to note that, while an online connection may initiate the interaction between individuals, the final exchanges of information are not always electronically mediated by the system. While forums and bulletin boards and comment threads make be the common means of interaction on Slashdot and Digg, many exchanges of business information already have well established paths, including email, phone and in-person conversation.

Prerequisites For Setting Up A Business-Driven Web 2.0 Effort

Since the beginning of the year, have been asked the following question (in various forms) time and time again: If we want to use this social media "stuff" to connect with customers, how do we get started?

At
this point, it seems that the natural inclination is to jump right in
and start prescribing technology (e.g. "well, let’s set up a WordPress
or TypePad blog and we’re done!" or "Let’s get the Haystack network up
this week!").  While the technology is an enabler, there are still the
basic questions that need to be answered in order to get things off on
the right path, and help to stack the deck in favor of success.  Today,
let’s concentrate on the fundamentals of what an organization needs to
think about before embarking on a social media activity.

Communityprereqscolor

#1) Why

Why do
this?  Why start a blog or a social network or other Web 2.0-oriented
effort?  Sometimes, the answer is simply "In order to connect."  And,
in the case of many, many blogs (and IM, and Plazes, and Twitter,
etc.), that answer is sufficient.  However, as is more often the case,
there are additional reasons to jump in:  better and more timely
feedback from customers, the ability to connect with others working on
similar problems, putting a human face on what had been historically a
sterile organization, creating a framework for communications, or, most
importantly, creating a platform for enabling better/broader/more
timely information exchange. 

The "why" is critical.  (And, as a point of note, "because we
want to explore this and get to understand it" may be the right
answer.  When that’s the case, make sure that expectations are set
accordingly.)


#2) Who

Web
2.0 is about people.  Period.  Who are the people involved?  Who will
be the primary contributors to the effort?  What are their
backgrounds?  Who are they as people?  In addition, who are the other
people who will be interacting with the environment, even if they don’t
initially contribute?  In a blog, the ratio of commenters-to-posters is
large; the ratio of readers-to-commenters is astronomical.  What’s in
it for each of those constituencies?  Does the environment support them
and provide what they need?  What value does each group derive from it?

Similarly, in a social network, there are typically a handful
of "power" users, a slightly larger group of sometimes-contributors,
and a huge group of people who may only be observing.  (Members of this
last group are commonly referred to as "lurkers.)  What’s in it for
them?

#3) Where

Online gathering places are examples of the "third place" as
defined by Oldenberg:  a "place" other than home or work, for
democracy, civil society, and social engagement.  Is what you are
putting together a destination, or a directory that sends people forth
on their journeys?  (Both are relevant.)  What does the place feel
like?  Is it open, or exclusive?  Is it part of a larger site, or a
stand-alone entity?  How will people find it?


#4) When

Is the activity that you are proposing using social media an
ongoing concern, or tied to a particular event?  Note that unless there
is a large, existing group of participants, it will oftentimes take a
few months, perhaps even a year, to achieve "critical mass."

It’s like planting a garden.

#5) How

"How"
is all about the norms of the place.  What’s the tenor of the
interaction?  Is it "strictly business," or relaxed?  Is it moderated,
or free-wheeling?  What will participants do if their contributions are
edited or deleted?  If there is a "topic," will off-topic discussions
be immediately squelched, or will the interactions be free-form, like a
lively dinner party?

Additionally, a key "how" item is thinking about how the
site’s members deal with "trolls" and spammers.  Will the be ignored?
Banned?  Given a warning?  Deleted without comment?  Sent to "time out"
for a period of time?

Much of the "how" derives from the "who."  The types of
individuals who collectively make up the constituency of the place are
the ones who will drive the "how."  Heavy-handed moderation will make
the place constricting, yet too lax a policy will rapidly devolve the
interactions into noise.

Want to see a guide that you can use to start conversations in your organization?  A template you can use, after the jump.

Continue reading “Prerequisites For Setting Up A Business-Driven Web 2.0 Effort”

Can An Online Community Be Too Inclusive?

Jay Solo, originator of the venerable Carnival of the Capitalists (CotC) “traveling” weblog writes:

“I have been contemplating a ‘reboot’ of Carnival of the Capitalists for some time, on the idea of revitalizing and improving its relevance and quality. That is why I’ve allowed the list of upcoming hosts to dwindle, because what is expected of hosts will change, and their quality and discretion will need to be more consistently high.”

He goes on to enumerate how the CotC has changed over time. Jay:

“When we first started CotC, the rules and guidelines stated that a host could leave out an entry for any reason, or no reason at all. Nobody took advantage of that, and being all inclusive became the de facto and then de jure rule of hosting.

Currently the only reasons for excluding an entry are:

  • It’s off-topic, where on-topic is a huge range that all too many entrants still manage to skirt.
  • It’s not substantive and substantively original text by the post author.
  • It’s an additional entry from the same blog the same week.

It’s considered verboten to limit the included entries the best so many entries.

It’s considered verboten to exclude everything on one topic, like not including any economics posts.

It’s considered verboten to use something like a number or letter ranking system to say what you think of the entries, even though it is acceptable to be more subtle in highlighting the best and downplaying the worst.

It’s considered verboten to exclude an entry because of the type of blog it’s from, like one you feel is “too commercial” (which would be ironic given what carnival this is).

It varies from week to week, but in general, the content of CotC is widely perceived as lower in quality than it was in the early days. I regularly field e-mails from hosts who are startled when the look at the entries so far for the week and find them to be dreck. What can they do? Can they leave out the dreck? Is there an editorial policy?”

An interesting question: Does making a community more “accessible” inevitably result in lower quality? Or are there ways to increase accessibility and at the same time not dilute the traits that gave the community value in the first place?

What do you think?

(cross posted at the future of communities blog)

photo: pantagrapher

Clue Implementation Unit Podcast #1

(click here to listen) (click here to subscribe to this feed)

In this, our
inaugural podcast, we introduce the Clue Unit podcast format which includes
these recurring sections.

  1. Introduction
  2. Announcements — conferences, news, etc.
  3. Focused Topical Discussion
  4. Conference Chatter — Anything goes

        

Today’s Topics:

  • The role and basis of reputation systems in online communities
  • Introduction of Joost (formerly The Venice Project), and what the beta shows about the direction of the technology and social elements of the system.
  • Issues concerning how much an organization should be able manipulate/remix submissions for projects that depend on user-generated content.
  • Continue reading “Clue Implementation Unit Podcast #1”