SocialTech 2010: Building A Social Media Marketing Discipline At A Major Brand

Earlier this week, I had the good fortune to attend and participate in the first social media conference geared to B2B marketers. MarketingProfs sponsored an excellent event. I believe the 200+ who attended in person, and the 400 or so who listened in virtually, would agree. For a round-up of conference activities, here is a list of the best posts and articles I found on the event:

1) Ann Handley’s coverage of the event: http://www.mpdailyfix.com/the-state-of-the-b2b-marketer-in-social-media-3-trends-from-socialtech-2010/

2) Aaron Pearson from Weber Shandwick wrote a great post: http://www.b2bvoices.com/

3) #mptech daily read: http://paper.li/tag/mptech  (Search the #mptech tag on Twitter for more.)

For me, the price of admission was listening to Brian Ellefritz, Senior Director of Global Social Media Marketing, talk about his plans for creating a new social media marketing discipline at SAP. While “SAP” and “discipline” are synonymous to many, one might think that SAP’s top-down culture may struggle with the unruliness of social media a bit. To move SAP along, Brian adopted the “Social Engagement Journey” — a view of the stages large brands progress through when establishing social media marketing practices. Brian credits Sean O’Driscoll, and the team from Ant’s Eye View, with the concepts and framework he’s bringing to SAP.

According to Brian’s talk, the four stages along the Social Engagement Journey include:

Stage 1: Grass roots – characterized by lots of activity but little focus; lots of variation but little conformity. Individual teams pursue social media opportunities bottoms up. Charismatic personalities, who want to grab the spotlight as early adopters, tend to drive this stage where overarching strategy and leadership has yet to form.

To move along from Stage 1 to Stage 2, Brian offered the following observations and guidelines:

1) Find leadership – corporate entities like Legal and Marcom calm their social media concerns when adult supervision enters the room.

2) Don’t discourage the experimentation with too many rules or too much oversight.

3) Begin informal education – workshops – to form consensus around what needs to happen and how.

4) Increase and improve listening. In turn, better listening will improve content proficiency and efficiency.

5) Let standard tools and governance emerge. Grass roots teams find they need operational models, process, and a common tool platform to progress further.

Stage 2: Silos form – independent efforts start to coalesce around functional areas and some leadership, whether by design or accidental, starts to emerge. Co-opetition among silos can happen in this stage and can be disconcerting. Teams experiment with more tools, but a lack of focus on business objectives means processes have yet to align. Content generation continues to happen through enthusiasm and personal initiative more than strategy.

To mature Stage 2 activity, Brian suggested:

1) Don’t get caught up in inter-team competition. Those who stay true to good social principles – who walk the social talk – will rise to the top and others will adopt their ideas.

2) Progress tool strategies from ad hoc to formal vendor relationships and benefit from all the attendant training, support, etc.

3) Pay more attention to metrics. With tenures of 18 months or more, social media teams now need to answer tougher questions about investment returns and justification.

4) Focus on creating conversational content. Most marketers gear their writing around messages, lead generation, and holding prospects hostage to sales. Social marketing writers must get to know customers better and learn how to deliver content customers value.

5) Formalize roles. Social initiatives can no longer afford to run off of employee enthusiasm and activities executed during nights and weekends.

Stage 3: Operationalize – in this stage, the silos of activity merge, leaderships becomes clear, and the activity starts to feel more like marketing and less like chaos. Firms in this stage truly understand how their customers/prospects use social channels and engage with them in those channels. These firms also invest more in education and communication since practitioners now come from all areas of the business. Listening informs both tactics and strategy.

To evolve in this stage, companies should:

1) Focus training on roles and objectives, not just the tools. Instead of holding a “Twitter class”, sponsor “how to build a social conversation with <audience>” workshop.

2) Reset your listening strategy. Invest in tools like Visible or Radian 6 to learn more about where customer conversations happen, what your competitors are doing, and how strong your share of voice is. Use the data to determine where the market will take you next.

3) Advertise the heck out of successes, and invest in them further. Resist the temptation to focus on the laggards. Competition and public visibility will give them ample motivation to keep from being left behind.

4) Push silos of activity together. Create virtual teams of bloggers for example. Combine conventional email aliases and meetings with a community platform where practitioners can share successes, policies, and practices.

5) Don’t wait too long for governance to happen. Actively create discipline around strategy, ownership, priorities, and metrics.

Stage 4: Lifestyle – the ultimate stage is one where few firms reside today. Zappos may be the lone example of a company where social activity is part of it’s core structure and culture. Business units earn more autonomy to act socially based on business objectives, positive outcomes, and a common understanding of success examples. More rigor in metrics helps to keep employees engaged and competent in social discourse. In this stage, tools are optimized, systems are integrated, everyone buys in, and angels sing. (Well, the last won’t happen, but I wanted to see if you were still with me.)

A successful journey from social chaos to social engagement depends on many factors besides those outlined: your company culture, momentum, environment, funding, and the extent to which your audience is willing to engage with you socially. Yet, I think this model offers a good place for companies to assess their progress and to think about what they need to do strategically to move from one stage to the next.

Thanks for the enlightening talk, Brian, I really appreciated it!

Join Me at SocialTech 2010: Oct. 27 at the Doubletree in San Jose

As a former Forrester analyst, I’ve had a long-standing relationship with the wonderful folks at MarketingProfs.  I’ve come to value greatly the resources — both online and in-person – this organization provides to marketers who, frankly, can’t afford the big-ticket price of a marketing consultant or industry analyst firm. This Tuesday, MarketingProfs will host SocialTech 2010, their inaugural social media conference for B2B marketers in the high technology space.

After a rocky start caused by the slow economy, and postponement of the event from March until October, SocialTech 2010 promises to bring together the visionaries and experts who have used the power of social media to transform the way B2B technology companies market their products and services. At 3 pm on Tuesday afternoon, I will speak on a panel featuring:

In this session, Michael and René will present highlights from recent research — conducted by IDC and Palo Alto Networks separately and respectively — to benchmark the use of social media for B2B high-tech marketing. Michael will explain why traditional corporate culture remains the largest barrier to successful social media initiatives today. He’ll discuss the different operational challenges organizations face to effectively deploy and manage social media initiatives. René will then provide highlights on the adoption and usage of social media in his experience at Palo Alto Networks and (probably) Serena Software, where he worked previously. 

After Michael and René speak, Gurmeet and I will react to the research and share some things we are seeing and doing within our own organizations. Hopefully we can provide advice on how you can encourage social media use within your own organization while demonstrating its value to the business.

Prior to my panel, at 2 pm that same afternoon, my colleague Jeannine Rossignol will join Chris Koch from ITSMA to talk about “The Role of Social Media in the Buying Process“  and how Xerox has used social media to enable internal salespeople to have more informed discussions with customers. While I only touch on it in my panel presentation, Jeannine will talk more about “Competipedia”—a secure, interactive, wiki-based resource for the Xerox Global Services sales force to find the latest competitive information. Chris will share how CSC did also leveraged wiki technology when they launched the first B2B social networking site for the insurance industry, called WikonnecT. Wikis and service companies — anyone seeing a trend here?

The SocialTech agenda promises both forward-looking views from Jeremiah Owyang, Guy Kawasaki, and Robert Scoble – visionaries that no conference on social media should be without. I also hope you will find a lot of practical, real-world advice that you can put into action after you leave the conference.  Will I see you there?  I hope so!

3 B2B Buyer Behavior Principles: Segmentation, Personas, and Profiling

Business-to-business marketers have long struggled to reach decision makers and measure marketing results. Over 50% of the almost 570 respondents to my 2006 Forrester survey put these two issues at the top of their list of marketing challenges. It’s not branding, it’s not budget, it’s not competitive threats.  Finding the right prospects to engage, and demonstrating that marketing had an impact on this process, is what keeps B2B marketers awake at night.

I think B2B marketers, especially those in high tech firms, struggle because they don’t spend enough time understanding who their best customers are and what distinguishes those customers from the rest. Knowing your customers takes discipline – it’s simply not about conducting satisfaction surveys or publishing customer success stories.  B2B marketers need to analyze business buyer behavior and using the findings to inform their go-to-market approach. It’s about knowing and managing your Buyer’s Journey.

Tonight, I had the wonderful opportunity to share my insights and perspective with Professor Ravi Shanmugam’s Marketing 551: Marketing Analysis and Decision Making class at Santa Clara University’s Leavey School of Business. We talked about the fundamentals of business buyer behavior and how to “get to know” your audience. If you would like to see the slides, I put them on Slideshare.

At Xerox Services, we believe in customer segmentation, profiling, and analytics. We deliver professional managed print services as multi-year contracts worth several millions of dollars.  Not your typical corporate purchase: there are a select number of organizations who need (and can afford) what we offer. But the business value is clear: we save our clients more than they spend.  This means that account identification and profiling is very important since we orient around a sales-centric go-to-market model.

From an industry marketing perspective, we also know that “knowing” who your buyer is — what are the key issues that concern him/her and how Xerox Services can help — is also crucial to making those sales interactions meaningful and to building a lasting relationship. Drawing from this experience, I shared with the Marketing 551 class, the following principles behind B2B buyer behavior and analytics:

1) Segmentation.  Critical to helping marketing to focus on “who” in the market you want to engage with your messaging and offers. Based on your market definition, segmentation shows you where the best market opportunity for your products and services will be.

2) Personas. Once you know “who” to target, personas help you understand “what to say” to them. As a representation of a real market group (i.e. segment), personas help marketers crystallize their message and speak in the voice of the customer, not market-speak. The best marketers create personas based on attributes that are relevant to purchase decision-making — not on generalities like industry, buying role (decision maker, influencer, etc.), or functional area.

3) Profiling. While most marketers are very familiar with firmographic information, and how to use it, many have yet to understand the importance of profiling behavior. One example of behaviorial analytics is Forrester’s Social Technographics, which describes a buyer’s propensity to engage in online, social behavior.  In this always-connected world, business buyers are becoming more willing to take purchase cues from peers and “knowledgeable experts” than traditional, company-lead media and messages.

I’ve asked the class to share their reactions to what I presented by commenting on this blog post.  By and large, these students are employed full-time at top Silicon Valley firms. They also tend to have technical/engineering backgrounds or current responsibilities. Take a look at the comments to see whether my views resonated with these future MBA graduates from my alma mater.

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