chatter communities

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SALESFORCE CHATTER COMMUNITIES ERIC SCHEEL, MAGNET 360 PAUL CULPEPPER, SALESFORCE.COM

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These are the slides from the breakout session on Chatter Communities from the Becoming a Customer Company event. The event took place at the Metropolitan Ballroom in Minneapolis on July 17th, 2013. For more information, head to magnet360.com

TRANSCRIPT

Page 1: Chatter Communities

SALESFORCE CHATTER COMMUNITIES

ERIC SCHEEL, MAGNET 360PAUL CULPEPPER, SALESFORCE.COM

Page 2: Chatter Communities

SALESFORCE CHATTER COMMUNITIES

Page 3: Chatter Communities

E N G A G E M E N T S T R AT E G Y

Page 4: Chatter Communities

S A L E S F O R C E E X P E R T I S E

/// Partner Since 2004

/// 1,500 + Platform Projects

/// 73 Certifications

/// 8.8 Customer Satisfaction Score

Page 5: Chatter Communities

5 YEARS OF INNOVATION

Page 6: Chatter Communities

FICO DECISIONS COMMUNITY

First-of-its kind B2B Community on Force.com

Integrated five cloud services

Within months of launch, was the second largest lead source for the business

Page 7: Chatter Communities

HONEYWELL CONTRACTOR LOYALTY

Thousands of contractor and distributor users

Partner community

Points based loyalty program – key customer engagement and sales tool

Page 8: Chatter Communities

“The Collaborative Economy is an economic model where ownership and access are shared between corporations, startups, and people. This results in market efficiencies that bear new products, services, and growth opportunities.”

-Jeremiah Owyang, Altimeter Research The Collaborative Economy

Page 9: Chatter Communities

MATURITY MODEL

2 – Presence• Stake our claim

• Marketing interacts

• Direct customer engagement

• Paid/owned/earned presences are born

1 – Planning• Listen & Learn

• Simple monitoring

• Report on Sentiment and Influence

3 – Engagement• Dialog Deepens

relationship

• Marketing promotions take form

• Customer service engages

• Social graph aggregation

4 – Formalized • Organized at scale

• Global coordination

• Governance and response plans

• Paid/owned/earned is optimized

5 – Strategic • Social across

enterprise

• Links to customer service, sales, HR, IT

Functionality ExtensiveLimited

Bu

sin

ess

Imp

act

Hig

hLo

w6 – Converged• Social embedded

into products, services and events

Page 10: Chatter Communities

COLLABORATION VALUE CHAIN

Page 11: Chatter Communities

CARGILL AS A SERVICE

Page 12: Chatter Communities

COLLABORATION

Page 13: Chatter Communities

GENERAL MILLS

OPEN INNOVATION

Page 14: Chatter Communities

OPEN INNOVATION

Page 15: Chatter Communities

CHATTER COMMUNITIES - HAAGEN-DAZS EXAMPLE

Page 16: Chatter Communities

Bu

sin

ess

Imp

act

Hig

h

TOTAL PLATFORM INTEGRATION

Chatter

Sales Cloud

ServiceCloud

HD-ConnectCommunity

Site.com

Social

AnalyticsInsights

A Salesforce.com Journey – Started in 200525+ Projects | 1 Partner

Functionality Extensive

Page 17: Chatter Communities

STORE LAUNCHES

Page 18: Chatter Communities

COMPETITIVE INTELLIGENCE

Page 19: Chatter Communities

CONNECT

Page 20: Chatter Communities

CONNECT

Page 21: Chatter Communities

CONNECT

Page 22: Chatter Communities

CONNECT

Page 23: Chatter Communities

DEMO

Page 24: Chatter Communities

IMPLEMENTATION

Page 25: Chatter Communities

MIGRATING FROM PORTALS TO SALESFORCE COMMUNITIES

• Existing Portals can migrate to Communities

• No impact on your existing portals

• Communities and Portals can co-exist

Page 26: Chatter Communities

WHY COMMUNITIES?

• Next generation portal combines:– Force.com Platform– Site.com Branded Pages– Chatter collaboration

• Salesforce.com Platform with Collaboration at its core.

Page 27: Chatter Communities

COMMUNITY LIFECYCLE

Page 28: Chatter Communities

KEYS TO SUCCESS

• Brand Promise - Authentic – not marketing

• Identifying specific audiences, goals and needs

– Attract and engage so users are drawn to the community

– Users want access to SME

• Decide: private or public?

• Decide: evergreen or time-boxed community?

• Establish a bill of rights

• Transparency is key (fine line with sensitive information)

• Listen and Learn from feedback, metrics

– Iterative approach

– Expect and prepare for negative feedback

– Have thick skin

• Integrate with other business units, efforts, systems

– Sales / Operations / Marketing / Support

• Internal input is as important as external input

Page 29: Chatter Communities

Q & A

Page 30: Chatter Communities

WHO WE ARE

/ / / CLIENT TRUST EARNED EVERYDAY/// CONSTANT EVOLUTION/// RESPONDING WITH URGENCY

/// COLLABORATION/// SHARED OWNERSHIP/// ROCKIN

MINNEAPOLIS | NY85+ EMPLOYEES