Follow this blog:
RSS

Forrester’s 5 best practices for applying social media to better customer service

By | August 18, 2009, 8:14 AM PDT

OK, how come we all HATE being put on hold on the telephone or pushing prompts to get through some customer service maze, but businesses all expect various social media strategies and social networks to be the answer?

Personally, I think there are three answers to this question:

1. Humans are very impatient by nature. What, you aren’t? Right.

2. We like taking control of our destiny whenever possible. As in, now.

3. We like talking about stuff that has happened to us: good or bad.

Inherently, this is the sort of thing that draws people to communities associates with products or services that they use: the idea that we can take command and that we can commiserate. It is also what is driving some of the early behavior that all of Corporate America is anxiously watching for some insight on how to spend their social media budgets.

Lucky for you that Forrester analyst Natalie Petouhoff, who covers this space regularly, has just released a new report called “Best Practices: Five Strategies for Customer Service Social Media Excellence.”

I won’t give away all her secrets, but here are her main ideas:

  1. Take ownership. Keep focused on the true mission, making the customer service, and avoid letting marketing and sales control the agenda. Understand what they need, but don’t skew what you’re doing to accommodate tactical problems. If you handle customer service properly, it will naturally help sales.
  2. Figure out who you want to reach and set out specific goals. Don’t just experiment.
  3. Focus on the customer experience. In particular, make sure there is support for a two-way conversation. Where possible, let the customer do the talking on your behalf by engaging and developing “super customers.”
  4. Understand the role of different technologies. In all likelihood, your strategy will rely on multiple approaches. You need to figure out what’s best for your audience AND you need to keep on top of the new tools that will doubtless be at your disposal in three months.
  5. Figure out the costs and build a real business case. Even if some of your perceived benefits might be intangible, you can assign them a value and weigh them against the start-up technology investment you might have to make. You need to know the risks and when to cut your losses.

By the way, here’s my bonus 6th best practice to consider: Don’t copy what other companies are doing. Figure out what is best for you based on your brand mission and the customers you are really hoping to nurture. Using Twitter, as an example, may seem like a default strategy because EVERYONE is doing it, but there are those who would beg to differ. My mom doesn’t use Twitter at all, as an example, but she DOES use Facebook and she regular checks status updates.

Here’s a link to Petouhoff’s latest report. If you have a Forrester subscription, you can also read different corporate case studies that she used as the research foundation for her findings, and she is planning to publish more of them. Petouhoff has also created a calculator to help gauge the return on investment of various social media methods. Have at it.

Incidentally, here is a link to a blog that Joe McKendrick wrote about one of Petouhoff’s earlier reports on this subject. It might be worth revisiting.

Start your week smarter with our weekly e-mail newsletter. It's your cheat sheet for good ideas. Get it.

Heather Clancy

About Heather Clancy

Heather Clancy is a contributing editor for SmartPlanet.

Heather Clancy

Heather Clancy

Contributing Editor, Business

Heather Clancy has written for United Press International, ZDNet, Entrepreneur, Fortune Small Business, the International Herald Tribune and the New York Times. She holds a degree from McGill University. She is based in New Jersey.

Follow her on Twitter.

Heather Clancy

Heather Clancy
Writing publicly about what the high-tech industry is actually doing to help itself and the world get greener or more sustainable is one way I figure I can contribute more meaningfully to said effort. I'm also a big OMG-kind-of-fan of smart leadership, which is why the goodly folks who publish this blog let me go on about this topic and why I am always on the hunt for forward-looking business management ideas.

My daily writing is focused on looking for topics for my blogs, GreenTech Pastures and Business Brains. I also write often about emerging technology trends such as mobile computing, unified communications and cloud computing. Occasionally, I will pop up at an industry conference in some sort of speaking capacity. In cases where a speaking engagement involves a sponsor that may be covered in this blog, that fact will be disclosed in coverage as appropriate.

My corporate writing work usually consists of crafting research white papers about some aspect of technology. In the event that my commentary (in written, audio or video form) mentions a company for which I have provided consulting advice, I will disclose that fact. However, there is no connection between these projects and the topics that I'm covering in my blog.

She writes for SmartPlanet and is not an employee of CBS.

If you liked this, don't miss...
3
Comments

Join the conversation!

Follow via:
RSS
0 Votes
+ -
RE: Forrester's 5 best practices for applying social media to better customer service
Hi Heather!

thanks for the shout out! You got it right on #6 - don't copy OPSMS (other people's social media strategy)!

Every company is different - from the products they offer to their culture. Social media means being authentic, genuine and real. And you can't do that if you are copying someone else's model.

There are general things to consider and I do recommend talking to as many people as possible about what they did, lessons learned -- and taking that and creating your company's own unique brand of social media!

if you have questions about setting up a strategy, you can follow me on twitter at @drnatalie or email me npetouhoff@forrester.com

Learn. Grow. Share! Natalie
Posted by npetouhoff@...
18th Aug 2009
0 Votes
+ -
RE: Forrester's 5 best practices for applying social media to better custom
Heather this is very good advice; and thanks to Natalie. I like the fact
that you take the focus away from marketing and "campaigns". In fact
one of our recent blog posts was "Social media - do not start with
Marketing" just to get the same point across.

My opinion is that marketers have degenerated into campaign
administrators, and the hope is that social media will force marketing to
reinvent itself and go back to the future of embracing the whole
customer experience and protecting the brand depth. I posted on that
recently.

I also think that your emphasis on not copying what you see is a really
key point, which is often ignored. So often I tell companies not to copy
what they see on the surface as the social media success stories of
Dell or Starbucks or Virgin America for example. These companies
have very well thought through social media strategies and understand
and have implemented organisational and cultural change, and training,
and coordination, and resource commitments which outsiders cannot
grasp.

What you see on the surface is the tip of the iceberg. In fact I tell
people that while these companies are prominent on the speaker circuit
they actually don't give anything away except what is skin deep. They
realise that getting this right is a source of competitive advantage, and
this is about business after all - they're not going to teach you.

Companies have to use proper business assessment and planning
processes, and develop a social media strategy which aligns with
their objectives across the customer engagement and customer
experience lifecycle.

Walter Adamson @g2m
Social Media Academy, Australia
http://www.socialmedia-academy.com.au
Posted by walteradamson
18th Aug 2009
0 Votes
+ -
Axel Schultze
Thanks for chiming in Walter - good point - no further agreement needed. The title however "5 best practices" disappoints me a bit. I'd call the list "5 common sense".
Here is what we teach:
1) Assessment
Conduct an assessment. Meaning: Understand what your customer base (primarily the actual users) and adjacent groups are saying. Use widely available reporting tools to "listen" into the groups, forums, communities and networks. Instead of the good old survey, listen into real conversations.

2) Strategy
Create a strategy that solves the customers support issues, may it be as simple as giving up outsourced call centers nobody wants to deal with, may it be specific business processes to get to a solution, may it be creating an expert group within the customer base that is willing to help or thousands of other issues you may have. Integrate your customers in the strategy development.

3) Executable Plan
Develop an executable plan with resources you already have and re-engineer the customer touch points. This strategy based plan will describe the social media places and tools you use to interact and processes of escalation. It also describes the training requirements for the support team to engage.
As a business unit owner you should have only 1 goal in mind: Make customer to advocates of your strategy with the resources you have. The key of your strategy is "executable plan" meaning do it in a way it has a positive impact to your customer base and is doable even with a potential further reduction of resources.

4) Reporting
Reporting - reporting - reporting. There are a lot of great new tools out there. Measure, model and tune your results. And if advocacy is your main objective, measure your results by the increased number of positive posts and comments in your ecosystem.

Axel
http://xeesm.com/AxelS
Posted by AxelS256756745674567
20th Aug 2009
Join the conversation
Formatting +
BB Codes - Note: HTML is not supported in forums
  • [b] Bold [/b]
  • [i] Italic [/i]
  • [u] Underline [/u]
  • [s] Strikethrough [/s]
  • [q] "Quote" [/q]
  • [ol][*] 1. Ordered List [/ol]
  • [ul][*] · Unordered List [/ul]
  • [pre] Preformat [/pre]
  • [quote] "Blockquote" [/quote]

Join the SmartPlanet community and join the conversation! Signing up is fast and free. Don't wait -- we want to hear your opinion!