B2B Brand Voice Speaks through Social Media — Successfully

Yesterday, Xerox retired the ACS brand. It was a huge day for our brand team.  The culmination of a lot of work. 

Did Xerox put out a big press release?  Call up the Wall Street Journal?  The local news?  No. 

Our CMO, Christa Carone (@ChristaBC) explained the change to the world in a simple, well-written blog post.  I point this out because it’s a wonderful use of social media to help get out some news that not all of the mainstream media may consider newsworthy. The post also offers B2B marketers two important lessons:

1)  Top B2B brand masters can stay on message AND come across as personal.  Of course, this is a subjective assessment that you may debate. Some may find the post language a bit arrogant.  Others may find it reflective of the pride many of us feel for the Xerox brand and our story.  (I know Christa feels this way, deeply.) However you view it,  I think a clever, engaging, pithy voice comes through clearly that, while representing brand message, tells a unique and interesting story about why we will ask the ACS brand to ride off into the sunset. I also know that this post reflects Christa’s voice, not that of a Xerox agency.

2) Sometimes a personal touch is all that’s needed for a big event.  Sure we talked to the analysts and Wall Street beforehand, handled millions of internal inquiries, and armed our account managers with letters and talk tracks to enable them to explain this change to Xerox and ACS clients alike. But it’s also nice to hear from the head lady behind the change about what it means to Xerox, in a voice that respects the significance of the event but remains true to her role as the chief marketer. And to hear it through a medium that is geared toward social sharing, not just broadcasting.

So here’s a big “hats off ” to Christa for demonstrating one great way for a B2B, Fortune 150 brand to use social media to lend a little insight into an important company milestone.

“Between the Lines” – Xerox Shares a View on the Future of Documents

"Between the Lines" by John Kelly of Xerox

One of our top Xerox executives — and my boss’s former boss — recently published an ebook about documents in business and why documents will remain important. (Note, a document does NOT mean a printed page in this context — what a novel concept for Xerox, huh?)  I’d like to invite you to download and enjoy this ebook over the Thanksgiving holiday.  I would also like to plagiarize heavily from a great blog post that Karen McDermott, one of my colleagues, wrote last week. I think her perspective is clever and interesting — so I have basically replicated the post here:

A Businessweek article from 1975 entitled, “Office of the Future” predicted the paperless office. In this article, George E. Pake, the head of the (then) newly formed Palo Alto Research Center, predicted“… that in 1995 his office will be completely different; there will be a TV-display terminal with keyboard sitting on his desk. “I’ll be able to call up documents from my files on the screen, or by pressing a button,” he says. “I can get my mail or any messages. I don’t know how much hard copy [printed paper] I’ll want in this world.”"

Fast forward 35+ years and that “TV-display terminal” (better know as a computer screen) that George envisioned sits on our desks – but we still have a lot of paper sitting there, too. What happened? Maybe the future of the lowly document is more resilient than we first thought.

John Kelly, Executive Vice President, Major Account Development at Xerox, published a book called “Between the Lines”, that looks at the future documents as we know them today. You can read the ebook on your Kindle or iPad, or print it as a PDF if you’re still a “paper person”. (We are “digital vs. physical” neutral on this one.) But do have a look, especially at the first chapter. While Xerox moves, together with our clients, into more and more digital media, we still recognize the role that the document — as the primary person-to-person and human-to-computer interface — plays in our lives and the value it delivers to business regardless of its physical form.

John’s book is full of real world examples about how companies use documents to reduce costs, improve investment returns, and achieve other business advantages you might not expect. It also talks about futuristic technology like erasable (reusable) paper. Here’s your chance to get a glimpse at other innovative technology that — like the computer screen — might become commonplace over the next decade and beyond.

I hope you will download it. It reads quickly and may get you to look at documents in a whole new light.

I’m “Honored” To Be A “Top 25 Digital Marketer”

Here's the award and plaque -- nice, huh?

Last week I had the pleasure to join 17 senior executive B2B marketers at the Julia Morgan Ballroom at the Merchants Exchange in San Francisco for the BtoB Magazine Top Digital Marketer awards luncheon. This event truly brought together a ”who’s who” of business marketing professionals. I thought I would share a picture of the awards with you in this post. 

I was humbled to share the stage with Scott Anderson from Hewlett-Packard, Julia Atalla from Microsoft, Kevin Cox from SAP, Pam Didner from Intel, Paola Dovera from Sybase, Martyn Etherington from Tektronix Inc. — many of whom I’ve met through BtoB Magazine events or from my prior experiences with Forrester — along with others from Corning, Oppenheimer Funds, National Starch, Intuit, Motorola Solutions, AT&T, USG , Cisco, Makino and American Express OPEN. The stars were certainly out in the afternoon that day.

Congratulations go to Linda Boff, executive director-global digital marketing at GE, who was named BtoB’s Top Digital Marketer of the Year.

After lunch, Linda and the honorees assembled on stage for a panel discussion where BtoB’s Kate Maddox asked each of us to comment on the following two questions:

What is one important lesson you’ve learned about using social media for marketing?  Of course, no one could limit their advice to one lesson. I followed the crowd and said “know your audience — and understand whether they are socially active” and “relevant, rich content is the key to attracting those active, online audiences”.  If you don’t have something of value to share, it won’t get noticed in the social media world.

As you look to next year, where will you invest in online marketing?   I said, “Video.”  Used in two ways: for thought leadership (to demonstrate Xerox Document Services unique, executive points of view) and to tell our customer/success stories. I also said database and analytics because online allows you to be much more targeted, but you need to know HOW to be more targeted.  Data is the cornerstone to that success.

If you would like to learn more, check out the recorded video responses to these questions at: http://www.youtube.com/watch?v=msZxDnNaYG0  and http://www.youtube.com/watch?v=NvKGfkTWm8E

During the award presentation, BtoB singled out Xerox Document Services digital marketing work in thought leadership, customer testimonial, and industry blogging as highlights of our digital achievement.

George Colony and Ursula Burns Speak at the Churchill Club, Palo Alto

As Vice President of industry marketing for Xerox’s Global Document Outsourcing services organization in North America, and a former Forrester research analyst, I had an amazing opportunity last week to see my former CEO and current CEO take the stage together.

In it’s more than 25 year history; the Churchill Club has become the Silicon Valley’s preeminent, independent forum where business leaders who drive change exchange ideas, opinions, and viewpoints. It sponsors a variety of programs for bringing “important people together to say important things”.  Last Wednesday’s dinner featuring George and Ursula was no exception.

I had the honor of attending in person — thanks to the generosity of my Forrester account executive, Ashley Emmons. However, you can watch their entire conversation on YouTube, as the recording is exceptional.  It’s long (90 minutes) but worth scanning. The “conversation” between George and Ursula starts in earnest around (5:10). You may want to skip to:

(6:17) to hear Ursula talk about what it means to her to be Chairwoman and CEO of Xerox
(15:20) for her views on what Xerox really does (we’re not just the “copier company” any longer),
(21:25) for thoughts on the economy,
(30:05) on why the best and brightest from our universities need to go into the tech business, not Wall St.,
(42:00) on innovation
(46:00) on competition and instilling more competitive spirit in young people,
(1:00:00) on what’s ahead in the next 10 years. (Q&A follows at the end)

I put the word “conversation” in quotes because — as you will see — the dialogue is one-sided as Ursula grabs the spotlight. With all deference to George, who I know more personally and for whom I will always have a warm spot in my heart, Ursula is a force of nature.

In my short tenure at Xerox, I have found her to be a natural, frank, honest communicator. What you see in this recording is what you get with her all of the time. She avoids the corporate memo and gravitates toward video when talking to the troops. She’s a great story-teller, loves the analogy, and doles out criticism and praise with an even hand.

Above all she is inspiring. Listen to her talk about her background (46:30) and it is easy to see that she embodies the American Dream. I am honored to be a part of Xerox’s history at this time and to have Ursula at the helm.  I hope you will watch parts of the video to learn first hand about the woman who leads Xerox today, and to gain inspiration from her as well.

BtoB Online Names Its “Top 25″ Digital Marketers

I feel a bit sheepish writing this, but I’ve had so many friends and colleagues (including the Xerox CEO!) contact me about this award that I wanted to take the opportunity to offer my thanks and share the news. 

On June 13, in its inaugural Top Digital Marketers special report, BtoB magazine recognized 25 B2B marketers doing “exceptional” interactive work. If you look through the list at the bottom, you will see my name.  BtoB explains, “The winners were selected by BtoB staff, based on criteria including strong interactive vision and strategy as part of their overall marketing efforts; innovative use of digital technologies; and proven results.”  Wow, that’s quite an honor! And one I would like to share with my team and coworkers because I am never alone in these endeavors.

Here’s how I see it: Digital marketing is an essential part of any marketing program today – it should never stand alone. As buyers take more cues from online content, community, and experts, marketers can no longer depend on “interruption marketing” — tactics that try to get in front of prospective customers regardless of the prospect’s level of interest or qualification. B2B marketers must engage with potential buyers, determine their interests, and share useful, relevant information if they want to excel online. Here’s an example of how our industry marketing team approaches digital marketing to illustrate how we translate this perspective into practice.

Earlier this year, we decided to host a webinar featuring a well-recognized vertical industry expert. For those of you who know Ellen Carney, senior analyst at Forrester Research, she is one of the bright lights among the property, casualty, annuity, and life insurance industry luminaries. (And, yes, I adored working with her while at Forrester, so there’s my bias out in the open.) Our goal was to build Xerox Service’s reputation in the insurance industry, demonstrate a thought-leading point of view, and attract prospects to our story.

To do this, we wanted to produce fresh, interesting content that we could repurpose in different ways to drive traffic and interest. Now, to be honest, Forrester is not the cheapest resource with which to partner on this, so we wanted to make sure that the Webinar lived beyond its broadcast date. Here are a few highlights detailing where we focused our effort:

1) Relevance. We learned Ellen planned to publish a new report (not yet available on Forrester’s site) about the key trends shaping the future of the insurance industry. To associate ourselves subtly with what we expected to be ground-breaking research, we introduced Ellen to Gary Cole, who heads up our customer communications line of business for the insurance industry. Ellen liked Gary’s perspectives and decided to interview him to help provide background for her report.

2) Podcasts/audio files generate content — quickly.  We didn’t want to spend a lot of time writing, reviewing, and rewriting new content. Leading up to the webinar, we asked Ellen to talk to Gary about her findings. With Forrester’s consent (and — full disclosure — hired advice) we recorded and published three separate snippets of a Q&A conversation between the two of them, and featured each podcast in a separate blog post.  You can find them here:

Insurance 2020Insuring Against a Hole-In-One and Other Calamities, Going Green, Big Brother Evolves into a Risk Manager, and National Dog Bite Prevention Week: CA Tops National Liability List. We started promoting the Webinar in the fourth and fifth post in this series; we didn’t lead with it.  We tried to use catchy, off-beat topics to grab attention. We also tried to steer away from Xerox-centric language — this had to be about the industry, not us.

3) Highly targeted contact list.  This is probably the most important part. We market and sell managed print services contracts valued at multiple millions of dollars and spanning 5 years or more. There is a rather short list of companies that would be interested in this type of outsourced service. Knowing existing customer profiles, we crafted a list of specific accounts from which we generated a refined list of over 5000 contacts using internal databases and external sources.  To B2C folks, this may not sound like many, but for us, this was significant. While we welcome anyone interested in the future of the insurance industry to attend, we wanted to make sure that key folks at companies — like Allstate, the Hartford, New York Life, Prudential, State Farm, Travelers, USAA, and others — had the opportunity to hear from Xerox about Ellen’s new research.

4)  Industry-specific landing page. Nothing fancy, but we wanted one destination to focus our blog and outreach efforts toward that would also serve to tell interested parties a bit more about what we have to offer.  This way we could focus the Webinar content on what is interesting to clients and minimize the sales pitch from Xerox. It was also vital to record the event (again with Forrester’s paid permission) and make it available as a resource to those who couldn’t attend live.

5) A personal touch. We reached out to friends, fans and followers on Facebook, Twitter and LinkedIn. We answered every email inquiry promptly. We sent personal emails to people we knew in the industry and promised to minimize the promotional content. We sent a reminder 30 minutes before the broadcast so that registrants didn’t have to dig through their email to find the links. We crafted separate thank-you notes for attendees and “sorry we missed you” messages for those who couldn’t make it. We made the replay available to everyone and encouraged them to share.

As a result, this Webinar enjoyed an 80% attendance rate against registrations. I don’t know about you, but — while at Forrester — I was thrilled to get 30% or more of the registrants to attend Webinars. 50% attendance is exceptional and 80% is out of this world! Also, this was the second highest attended industry-specific Webinar my team conducted so far. (So, for those cynics out there, 80% does not mean 4 out of only 5 individuals attended. We had many more than that participate.) We also generated three “leads” prior to the event — people interested in knowing more — as well as many requests wanting to see if the event would be recorded so they could access it on-demand.

What’s next? Measurement and tracking. We will enter attendee information into our database and track influence the influence of this Webinar and digital content against new opportunities and pipeline.  We will extract key questions, quotes, and other tidbits from the Webinar and use those content chunks to promote the replay. We will create customizable emails — featuring content elements and key talking points from Ellen’s research — for our sales people to use to follow up directly, and personally, with clients using our Business Builder tool. And we will do more – but I can’t give away all my secrets!

While the BtoB award is so appreciated, I hope in sharing this, you can get a glimpse into some of the activity that creates fundamental, straight-forward digital marketing. And I also hope to remain worthy of the recognition. Thank you again BtoB!

BMA Unleash 2011 – Wrap Up And Observations

Wow, the Business Marketing Association’s international conference for 2011 is over, and already I can’t wait until next year. At the risk of sounding like a compensated promoter (full disclosure: BMA did pay for my travel and accommodation to speak at this year’s event), I found this to be the premier conference for B2B executive marketers.  A strong link between BMA and BtoB Magazine is also evident:  BtoB Magazine “award” winners tend to have high-level relationships with BMA.  And magazine coverage appeared to be exclusive/preferred (see below). Which is a good thing, in my opinion, because catering to the senior B2B marketing audience can only enhance BMA”s stature as a networking association.

I’m sure you can find a lot of great feedback about the show online. Check out the Twitter hashtag #bmaunleash to see all the highlights. BtoB Magazine published two show-special editions that summarize the event effectively.  You can find them at:  June 2 and June 3.

(Notice yours truly on the panel on the front page of the June 2 summary. Yes, I am tooting my own horn.  But I have to say that many people at the show approached me later to thank me for sharing examples of Xerox’s content story.  Nice to have a positive impact.)

The main highlights for me, Days 2 and 3, include:

1) Seth Godin’s lunchtime keynote.  He is a highly entertaining nutcase.  And the master of the “all pictures, no words” presentation. His message was clear – establish your brand to be relevant in 2012 and beyond.  The days of the “company person” are over.  Very interesting: to emphasize his view of humanity’s progression from hunter/gatherer, to agriculture, to industrialism, to service-oriented society — he showed a picture of Xerox’s chairwoman, Ursula Burns, to make the last point.  Do you think our message about transforming to a service-oriented company is coming across?

2) Greg Stuart, Mobile Marketing Association (MMA) Global CEO, gave an eye-opening talk about mobile. He believes mobile could well be the marketing channel of the next decade – and has the stats to back it up.  While B2B marketers, in general, lag well behind B2C counterparts, Greg showed data from 100 mobile case studies and research against $1 billion in ad spending to argue this medium is here to stay. Time to set strategy, folks.

3) IBM talked about Watson (interesting) but it had little connection to the other topics Kevin Kennedy presented.  Siemen’s presentation was long, but a good study in how to build a US brand from a European heavyweight.  Lots of other track sessions worth a listen on the recordings.

4) The panel on work-life balance — featuring Motorola’s Eduardo Conrado, Rick Segal of gyro, Maggie Jackson from Boston Globe, Johanna Torsone of Pitney Bowes, and Dalton Conley from NYU — was depressing but very worthwhile.  There’s no escaping that work hours and life have become inextricably linked as the panel explored the dynamics of “weisure,” the convergence of working and home life, and its impact on B2B marketing. And it means we will all be on-the-clock more often.

Bottomline: experience BMA for yourself next year.  It’s worth it.

Geehan Group: B2B Executive Summit on Business Transformation

I had the distinct pleasure of attending an executive conference of about 40 people last week in Phoenix, AZ. I met Sean Geehan over 2 years ago at the Summit on Customer Engagement during a roundtable discussion Bill Lee hosted. We reconnected through ITSMA events and I have been impressed with his insights into how marketing and business executives can connect directly to strategic customer groups and use them to build/uncover market opportunities. He also has an upcoming book called “The B2B Executive Playbook” pending.

So I was doubly honored when he asked me to speak about the multiple transformations that Xerox has been through — and will continue to experience since acquiring ACS in Feburary of 2010. Here is the link to Slideshare with the few slides I shared.  Not surprisingly, the value of the conference came in the interaction and discussion, not as much in the material presented.  I learned more from the CEOs, executive marketers, authors, and other top-notch business executives who attended than I feel I gave them in return.  Quite a new experience for a former analyst!

Of all the useful and strategic information shared, David Thomson inspired me the most. David is the author of the book “Blueprint to a Billion: 7 Essentials to Achieve Exponential Growth (John Wiley & Sons) and is the founder and Chairman of The Blueprint Growth Institute, a specialized management-consulting firm focused on helping companies execute business development and growth strategies that achieve exceptional or exponential growth.

He has enormous passion — and energy — around the topics of innovation, business development strategies, and growth leadership. His research and expertise identifies the success patterns of America’s highest growth companies. Two of the most interesting patterns he shared were 1) how much the composition of a firm’s board of directors matters (and that it needs to be fairly diverse, including those with deep community and philanthropic ties) and 2) how important Marquee Customers are to securing key Big Brother Alliances with important partners.

This was a rare opportunity for me to step outside of day-to-day marketing activities and think strategically about what it takes to grow or transform a company. I encourage all B2B marketers to take one day out of the quarter to focus on strategy and outline the top 10 tasks you could take on to dramatically change your business

Xerox Monks Makes MLC List of “Top 10″ Superbowl Ads

It’s the Monday after Superbowl Sunday. Every ad agency worth it’s salt is busy analyzing the top TV spots aired during this year’s event.  

As Kirsten Robinson, from the Marketing Leadership Council, a membership organization within the Corporate Executive Board, observes, “Whether you’re a sports fanatic or not, the creative ads airing between tackles are always highly anticipated. As well they should be—advertisers shell out close to $3million for a 30-second spot.”

I was more entertained by the list MLC published of their top Superbowl ads of all time, for a quick trip down memory lane. Among those ads MLC chose to honor is the classic 1976 Xerox “Monks” spot.  (Scroll down: it’s the second to the last on the page.)

Thanks Kirsten! It’s one of my favorites too.

Does A “Sales Kickoff” Deliver Value?

Next month, Forrester Research will host its inaugural Sales Enablement forum in San Francisco. Sales enablement was a key topic at the ITSMA member’s conference last November as well. With so much interest focused on new technologies aimed at making sales more effective and efficient, I wondered what value the traditional start-of-the-year sales meeting still holds for B2B firms.

It also happens that I’m just a few days past experiencing my first kickoff meeting with Xerox Services, held last week in Orlando. Here’s proof: a candid shot of me running a workshop on “Switching On: How To Boost Growth in Xerox Services” and voting on team brainstorm priorities. Authors Chip and Dan Heath have a new book, “Switch: How to Change Things When Change is Hard”, that provided the theme for our meeting this year.

I have to admit, returning to the Disney Yacht and Beach Club did give me a bit of “déjà vu” since this venue has been the site for many prior Forrester and other popular high tech conferences. Without giving secrets away, let me just say that it was a very interesting experience to plan, execute, and participate in my first sales meeting in over 15 years. The recent economy, and the advent of new virtual conferencing technology, seems to be taking internal sales meetings down the same road traveled by the Edsel. Or has it?

In talking to colleagues at other large companies like Wells Fargo, Saleforce.com, Adobe, and many high tech firms in the valley, I found that sales kickoffs, in various formats, remain common. The key value my friends cite for hosting in person events include:

1) Connect with team members – nothing replaces spending time face-to-face. Many high tech firms tried virtual events during the past couple of years and, while they liked the novelty, most returned to physical events this year.

2) Set the tone for the coming year – rally the troops around a common theme and set of goals.

3) Inspire new thinking and behavior (usually provided by an outside expert or speaker).

4) Reward and recognize the sales community as a whole outside of President Club/Top Performers programs.

5) Streamline mergers/acquisitions by giving people an opportunity to interact in person.

6) Create camaraderie through structured and unstructured social activities – creating fun, silly, and exciting experiences is a common part of the program.

The value here seems a bit vague and intangible, huh? I mean, really, how does any of this lead to revenue growth, greater profitability, and customer loyalty? And there lies the challenge of justifying the expense and trouble of the annual sales meeting and why many firms are rethinking the place kickoff has in sales operations.

At the intersection of “Sales 2.0″ technologies and sales meetings, I think executives (and marketing professionals who support the activity, investment and process around sales enablement) need to remember that sales is ultimately about people and those people create and manage important relationships with your customers. Beyond their comp plans, Sales needs to feel valued, and a source of competitive advantage. Technology investment alone won’t provide that, but investing in ways to increase Sales’ commitment to your business plan, vision, and roadmap will.

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