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CRM manages all of your customers’ data, when you add in ! 
Social it takes in all of the social data too!
Tania Water!  Digital Strategy! 
5 ! 
Tools to help you !
Tania Water!  Digital Strategy!
Tania Water!  Digital Strategy!
“Costumer care in Social Media is taking responsibility 
CRM manages all of your customers’ data, when you add in ! 
Social it takes in all of the social data too! 
Kyle Lacy, Director of Global Content Marketing & Research 
-Sales force ExactTarget Marketing Cloud. 
for that friendship”
Stats! 
• 99% of brands are on Twitter, and 30% of them 
have a dedicated customer service handle. ! 
• The average response time was 5.1 hours with 
10% of companies answering within an hour! 
• Recent surveys show that for over 40% of the 
polltakers, a quick resolution was the most 
important goal in a customer service exchange! 
• another 26%, having their problems resolved in 
Arabs produce around 10 million tweets EVERY day 
6.5 million a single users interaction from the Middle was paramount.East are ! 
on Twitter: 
3.7 million are active users 
Tania Water!  Digital Strategy! 
Study by J.D. Power and Associates 
2014 State of Multichannel Customer Service Survey 
Internet World Stats
1Choose your main social CRM platform! 
Designate one platform as your main customer support hub ! 
! 
Tania Water!  Digital Strategy!
Tania Water!  Digital Strategy! 
Where to go ? ! 
!
Facebook! 
• Access largest audience ! 
• easily use third-party 
apps to create 
customized question and 
answer pages ! 
Tania Water!  Digital Strategy! 
! 
Twitter! 
• One of the most popular 
platforms for CRM ! 
• quick, user-friendly and the 
character limit forces support 
requests to get right to the 
point! 
• Twitter is where customers go 
to voice complaints,!
Tania Water!  Digital Strategy! 
Go where your customers are. ! 
Which of your social profiles has the most followers 
and the most engagement? ! 
! 
! 
That’s the platform to spend your time on.!
Make it Easy ! ! 
Tania Water!  Digital Strategy!
#2 Excel in Responsiveness ! 
Tania Water!  Digital Strategy!
Prioritize! ! 
Who comes first ? ! 
Tania Water!  Digital Strategy!
Tania Water!  Digital Strategy! 
1. Look for comments and questions that indicate 
an interest in your product or service! 
2. Know in advance how you will respond to 
dissatisfied customers.! 
3. Do not ignore the bad & ugly ! ! 
4. It’s no longer a 9 to 6 job! 
!
Tania Water!  Digital Strategy! 
1. Look for comments and questions that indicate 
an interest in your product or service! 
2. Know in advance how you will respond to 
dissatisfied customers.! 
3. Do not ignore the bad & ugly ! ! 
4. It’s no longer a 9 to 6 job! 
!
#3 Choose the right software to help you ! 
• Monitor who is reaching out to you for answers! 
• Small companies might want to invest on social listening software's ! 
• Larger companies will want to invest in software designed specifically for social 
customer service.! 
• Track & compile all of your customer service conversations so your support team can 
easily prioritize and manage service requests.! 
• Manage every single touch point you have with your customers, emails, purchase etc! 
Tania Water!  Digital Strategy!
#3 Choose the right software to help you ! 
• Monitor who is reaching out to you for answers! 
• Small companies might want to invest on social listening software's ! 
• Larger companies will want to invest in software designed specifically for social 
customer service.! 
• Track & compile all of your customer service conversations so your support team can 
easily prioritize and manage service requests.! 
• Manage every single touch point you have with your customers, emails, purchase etc! 
Tania Water!  Digital Strategy!
#3 Choose the right software to help you ! 
• Monitor who is reaching out to you for answers! 
• Small companies might want to invest on social listening software's ! 
• Larger companies will want to invest in software designed specifically for social 
customer service.! 
• Track & compile all of your customer service conversations so your support team can 
easily prioritize and manage service requests.! 
• Manage every single touch point you have with your customers, emails, purchase etc! 
Tania Water!  Digital Strategy!
CRM systems are anything to do with a customer interaction! 
“You need to monitor who is reaching out to you for answers 
you don’t want to miss a CRM opportunity!” 
enterprise-levelsmall business 
Tania Water!  Digital Strategy! 
enterprise-level 
cross-channel 
Small business 
customer service–centric 
Small business
#4 Measure Your Data! 
As a business, you want to turn your customers into advocates. To do this, you 
need to manage your data around the customer.! 
Tania Water!  Digital Strategy!
#4 Measure Your Data! 
As a business, you want to turn your customers into advocates. To do this, you 
need to manage your data around the customer.! 
Tania Water!  Digital Strategy!
• Analyze the percentage of high-priority requests your team responded to = 
Productivity! 
• Amount of time it took to respond to those requests = Efficiency ! 
• Survey the web to find out what your customers’ expectations are ! 
• You need to be able to find the social pieces of data that connect them to 
these existing customers. ! 
Tania Water!  Digital Strategy! 
compare all three:! 
productivity, efficiency and expectation—and adjust 
your CRM tactics as necessary to accommodate 
the needs of your clientele.! 
! 
! 
If you find your CRM agents are responding to only a small number of 
requests = Adjust your priorities + Reprioritize
• Analyze the percentage of high-priority requests your team responded to = 
Productivity! 
• Amount of time it took to respond to those requests = Efficiency ! 
• Survey the web to find out what your customers’ expectations are ! 
• You need to be able to find the social pieces of data that connect them to 
these existing customers. ! 
Tania Water!  Digital Strategy! 
compare all three:! 
productivity, efficiency and expectation—and adjust 
your CRM tactics as necessary to accommodate 
the needs of your clientele.! 
! 
! 
costumers
Four steps for developing a social CRM strategy.! 
@Alexandramaia_! #DGTLU!
Tools to help you ! 
Learn from the best brands ! Top blogs! 
Tania Water!  Digital Strategy! 
http://www.exacttarget.com/blog/! 
YOUtility provides real-world 
examples of companies that 
have moved beyond selling to 
provide real value -- and built 
a fiercely loyal audience 
along the way.!
• Be where your consumers are ! 
• Do not sound automated! 
• Be human ! 
• Make it easy! 
• Manage your presence! 
• Provide appropriate knowledge & solutions ! 
! 
Key Takeaways : ! 
Tania Water!  Digital Strategy!
#4 Measure Your Data! 
As a business, you want to turn your customers into advocates. To do this, you 
need to manage your data around the customer.! 
Tania Water!  Digital Strategy! 
. 
“As a brand be ready to be human if you going to be on social media. Act human and you 
will be closer to turning your costumers into a loyal marketing army!”
Tania Water!  Digital Strategy! 
Alexandra.maia@tbwaraad.com

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5 Step Strategy to Social CRM

  • 1. CRM manages all of your customers’ data, when you add in ! Social it takes in all of the social data too!
  • 2. Tania Water! Digital Strategy! 5 ! Tools to help you !
  • 3. Tania Water! Digital Strategy!
  • 4. Tania Water! Digital Strategy!
  • 5. “Costumer care in Social Media is taking responsibility CRM manages all of your customers’ data, when you add in ! Social it takes in all of the social data too! Kyle Lacy, Director of Global Content Marketing & Research -Sales force ExactTarget Marketing Cloud. for that friendship”
  • 6. Stats! • 99% of brands are on Twitter, and 30% of them have a dedicated customer service handle. ! • The average response time was 5.1 hours with 10% of companies answering within an hour! • Recent surveys show that for over 40% of the polltakers, a quick resolution was the most important goal in a customer service exchange! • another 26%, having their problems resolved in Arabs produce around 10 million tweets EVERY day 6.5 million a single users interaction from the Middle was paramount.East are ! on Twitter: 3.7 million are active users Tania Water! Digital Strategy! Study by J.D. Power and Associates 2014 State of Multichannel Customer Service Survey Internet World Stats
  • 7. 1Choose your main social CRM platform! Designate one platform as your main customer support hub ! ! Tania Water! Digital Strategy!
  • 8. Tania Water! Digital Strategy! Where to go ? ! !
  • 9. Facebook! • Access largest audience ! • easily use third-party apps to create customized question and answer pages ! Tania Water! Digital Strategy! ! Twitter! • One of the most popular platforms for CRM ! • quick, user-friendly and the character limit forces support requests to get right to the point! • Twitter is where customers go to voice complaints,!
  • 10. Tania Water! Digital Strategy! Go where your customers are. ! Which of your social profiles has the most followers and the most engagement? ! ! ! That’s the platform to spend your time on.!
  • 11. Make it Easy ! ! Tania Water! Digital Strategy!
  • 12. #2 Excel in Responsiveness ! Tania Water! Digital Strategy!
  • 13. Prioritize! ! Who comes first ? ! Tania Water! Digital Strategy!
  • 14. Tania Water! Digital Strategy! 1. Look for comments and questions that indicate an interest in your product or service! 2. Know in advance how you will respond to dissatisfied customers.! 3. Do not ignore the bad & ugly ! ! 4. It’s no longer a 9 to 6 job! !
  • 15. Tania Water! Digital Strategy! 1. Look for comments and questions that indicate an interest in your product or service! 2. Know in advance how you will respond to dissatisfied customers.! 3. Do not ignore the bad & ugly ! ! 4. It’s no longer a 9 to 6 job! !
  • 16. #3 Choose the right software to help you ! • Monitor who is reaching out to you for answers! • Small companies might want to invest on social listening software's ! • Larger companies will want to invest in software designed specifically for social customer service.! • Track & compile all of your customer service conversations so your support team can easily prioritize and manage service requests.! • Manage every single touch point you have with your customers, emails, purchase etc! Tania Water! Digital Strategy!
  • 17. #3 Choose the right software to help you ! • Monitor who is reaching out to you for answers! • Small companies might want to invest on social listening software's ! • Larger companies will want to invest in software designed specifically for social customer service.! • Track & compile all of your customer service conversations so your support team can easily prioritize and manage service requests.! • Manage every single touch point you have with your customers, emails, purchase etc! Tania Water! Digital Strategy!
  • 18. #3 Choose the right software to help you ! • Monitor who is reaching out to you for answers! • Small companies might want to invest on social listening software's ! • Larger companies will want to invest in software designed specifically for social customer service.! • Track & compile all of your customer service conversations so your support team can easily prioritize and manage service requests.! • Manage every single touch point you have with your customers, emails, purchase etc! Tania Water! Digital Strategy!
  • 19. CRM systems are anything to do with a customer interaction! “You need to monitor who is reaching out to you for answers you don’t want to miss a CRM opportunity!” enterprise-levelsmall business Tania Water! Digital Strategy! enterprise-level cross-channel Small business customer service–centric Small business
  • 20. #4 Measure Your Data! As a business, you want to turn your customers into advocates. To do this, you need to manage your data around the customer.! Tania Water! Digital Strategy!
  • 21. #4 Measure Your Data! As a business, you want to turn your customers into advocates. To do this, you need to manage your data around the customer.! Tania Water! Digital Strategy!
  • 22. • Analyze the percentage of high-priority requests your team responded to = Productivity! • Amount of time it took to respond to those requests = Efficiency ! • Survey the web to find out what your customers’ expectations are ! • You need to be able to find the social pieces of data that connect them to these existing customers. ! Tania Water! Digital Strategy! compare all three:! productivity, efficiency and expectation—and adjust your CRM tactics as necessary to accommodate the needs of your clientele.! ! ! If you find your CRM agents are responding to only a small number of requests = Adjust your priorities + Reprioritize
  • 23. • Analyze the percentage of high-priority requests your team responded to = Productivity! • Amount of time it took to respond to those requests = Efficiency ! • Survey the web to find out what your customers’ expectations are ! • You need to be able to find the social pieces of data that connect them to these existing customers. ! Tania Water! Digital Strategy! compare all three:! productivity, efficiency and expectation—and adjust your CRM tactics as necessary to accommodate the needs of your clientele.! ! ! costumers
  • 24. Four steps for developing a social CRM strategy.! @Alexandramaia_! #DGTLU!
  • 25. Tools to help you ! Learn from the best brands ! Top blogs! Tania Water! Digital Strategy! http://www.exacttarget.com/blog/! YOUtility provides real-world examples of companies that have moved beyond selling to provide real value -- and built a fiercely loyal audience along the way.!
  • 26. • Be where your consumers are ! • Do not sound automated! • Be human ! • Make it easy! • Manage your presence! • Provide appropriate knowledge & solutions ! ! Key Takeaways : ! Tania Water! Digital Strategy!
  • 27. #4 Measure Your Data! As a business, you want to turn your customers into advocates. To do this, you need to manage your data around the customer.! Tania Water! Digital Strategy! . “As a brand be ready to be human if you going to be on social media. Act human and you will be closer to turning your costumers into a loyal marketing army!”
  • 28. Tania Water! Digital Strategy! Alexandra.maia@tbwaraad.com