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Social CRM for CRM’ers

By Mike Boysen On July 27, 2010 · 22 Comments · In CRM, Social CRM

[widget id="ad_unit-4"]ad_unit-4[/widget]As a grizzled CRM veteran, you probably have mixed feelings about all of this touchy feely stuff like the social customer and social business. The bottom line is that it’s probably set you off a bit with regard to all these new things people are calling Social CRM. After all, you’re the expert in CRM platforms, right? Who are all of these social media and PR people with all of these bizarre new software tools they’re calling Social CRM?

Oh, I forgot the Sales 2.0 people who forgot that SFA died all by its lonesome.

Social CRM doesn’t look like Twitter. It doesn’t look like a product review website. It doesn’t look like a Social Support Community and it doesn’t look like a Social Media Monitoring tool. It doesn’t look like a viral marketing campaign either. Support communities are logical extensions of CRM and linkage is usually available. Simple enough. Product reviews and and SM monitoring, however, are really about the people that are conversing, and these people are either in your database or they should be – as they already would be in a support community.

Don’t build your business on silo’s

So, what is Social CRM? Don’t worry, it’s really simple as far as you’re concerned. Here’s what traditional CRM looked like with regard to relationships. All of it in one place, the contact – inherited by the Account and anything else you tied into it.

  • Don't building your business on silosNotes
  • Emails
  • Meetings
  • Phone Calls
  • To-Dos

These are all 1:1 relationship points, maybe 1:M in some cases. Adding social to CRM means dealing with not only more 1:1 and 1:M communication channels, but also the ability to see M:M or 1:M or 1:1. Nothing really nifty here? Well, what about being able to see your customers engage with people other than you, but on topics that may interest you ?

Social CRM, the platform – not the concept, is going to add these to your traditional contact mix, and do so in a way that won’t require you to use multiple disconnected tools:

  • Twitter posts, DM’s and user timelines
  • LinkedIn statuses and group discussions
  • Facebook walls and comments
  • Blog comment threads
  • Traditional Forum Threads
  • Social Community Threads

Imagine seeing your email, Twitter and Facebook conversations with a Contact in a single place – and being able to reply, or initiate, from that single place. And best of all, retain all the CRM goodness you have today and tie all of this into it. Sales, Marketing, Customer Service, Process Automation – all levering this new social data in a very structured and cohesive way.

The Social CRM protocol will be born – a standard for tying relationship together, completely. It may be a hodge podge or proprietary mechanisms at first. But, that’s far better than a hodge podge of silos we would have to deal with.

If you’ve ever used Twitter, there are two gaping holes: 1) 140 character limit and 2) it’s not tied to the place where you maintain your relationship information. A contactified Twitter client is not the answer. Same goes for all the other social media venues. This is changing CRM’ers. Don’t despair. It will begin looking like the CRM you’ve grown used to. With, maybe, a few modernization moves to catch-up a bit.

You need to get with the plan. It’s not going away. Don’t let the social media folks confuse the issue. It’s really very, very simple.

Tagged with: logical extensions • mixed feelings • new software tools • Social Business • Twitter • viral marketing campaign 
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About The Author

Mike Boysen

Mike Boysen, founder of Effective CRM, is a strategic consultant in the CRM arena. He brings practical insight to businesses to help them understand customer-centered business strategy: outside-in process design, frameworks for understanding customer needs, understanding the jobs of your customers, market growth through innovation, behavior driven relationship marketing programs and designing systems to support these initiatives. The technology part is simple, so why are you spending so much money on that? Can't answer that? This is not the CRM your friends have been talking about...

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  • http://twitter.com/mikeboysen mikeboysen

    #acinsights Social CRM for CRM’ers http://bit.ly/9f0ZG1 #CRM by @mikeboysen #EffectiveCRM
    This comment was originally posted on Twitter

  • http://twitter.com/mjayliebs mjayliebs

    Social CRM for CRM’ers http://bit.ly/9f0ZG1 #CRM by @mikeboysen #EffectiveCRM #acinsights #scrm | Good stuff sir!
    This comment was originally posted on Twitter

  • http://twitter.com/jayhawkscot jayhawkscot

    Social CRM for CRM’ers http://bit.ly/9f0ZG1 #CRM by @mikeboysen | Great piece Mike #acinsights #scrm
    This comment was originally posted on Twitter

  • http://twitter.com/buchanla buchanla

    spot on! RT @mikeboysen: #acinsights Social CRM for CRM’ers http://bit.ly/9f0ZG1 #CRM by @mikeboysen #EffectiveCRM
    This comment was originally posted on Twitter

  • http://twitter.com/redeye redeye

    http://effective-crm-consulting.com/crm/social-crm-for-crmers/ beautifully simple explanation of Social CRM
    This comment was originally posted on Twitter

  • http://martijnlinssen.com Martijn Linssen

    Fine post mike! And I love the picture ;-)

    The Social CRM Protocol is already here, and I’ve seen it: it’s Nimble – you should have a chat with @jon_ferrara

    • http://www.effective-crm-consulting.com Mike Boysen

      @Martijn Linssen: Shhh…I was trying to be sneaky

  • http://martijnlinssen.com Martijn Linssen

    Fine post mike! And I love the picture ;-)

    The Social CRM Protocol is already here, and I’ve seen it: it’s Nimble – you should have a chat with @jon_ferrara

    • http://www.effective-crm-consulting.com Mike Boysen

      @Martijn Linssen: Shhh…I was trying to be sneaky

  • http://twitter.com/Jon_Ferrara Jon_Ferrara

    Social CRM for CRM’ers http://bit.ly/9f0ZG1 #CRM by @mikeboysen – Gosh do I hear my words in there Mike? I LUV IT! Nice Summary.
    This comment was originally posted on Twitter

  • http://www.nimble.com Jon Ferrara

    Mike,

    I have to take my hat off to you. Nobody gets #Nimble like you do. I need to hire you to write our stuff for us. I say things once to you and you say them back to me better than I said them to you in the first place. Very nice summary of our #Nimble vision. Didn’t you sign an NDA? ;-)

    Have you read Martijn’s blog post – http://www.martijnlinssen.com/2010/07/scrm-mm-customer-crush.html – Ties in nicely with your M:M or 1:M or 1:1 ideas.

    Cheers,

    Jon

  • http://www.nimble.com Jon Ferrara

    Mike,

    I have to take my hat off to you. Nobody gets #Nimble like you do. I need to hire you to write our stuff for us. I say things once to you and you say them back to me better than I said them to you in the first place. Very nice summary of our #Nimble vision. Didn’t you sign an NDA? ;-)

    Have you read Martijn’s blog post – http://www.martijnlinssen.com/2010/07/scrm-mm-customer-crush.html – Ties in nicely with your M:M or 1:M or 1:1 ideas.

    Cheers,

    Jon

  • http://twitter.com/CRMStrategies CRMStrategies

    Social CRM for CRM’ers by @mikeboysen http://ow.ly/2hnMJ #crm #acinsights
    This comment was originally posted on Twitter

  • http://twitter.com/mikeboysen mikeboysen

    No @Jon_Ferrara I don’t recall signing an NDA ;) http://bit.ly/bkFsqN I thought I was just out there flapping my trap about a dream I had
    This comment was originally posted on Twitter

  • http://twitter.com/prem_k prem_k

    Social CRM for CRM’ers | Effective CRM http://bit.ly/bHUcgS #acinsights #scrm
    This comment was originally posted on Twitter

  • http://twitter.com/majvandenberg majvandenberg

    #Social #CRM voor #CRM -ers. Social media integreren in CRM: van 1 op 1, naar 1 op En en En op En relatie management: http://bit.ly/bLkiQo
    This comment was originally posted on Twitter

  • http://twitter.com/glfceo glfceo

    Social CRM for CRM’ers | Effective CRM http://goo.gl/fb/2CJJa #scrm
    This comment was originally posted on Twitter

  • http://twitter.com/erikjan erikjan

    Great post of @Mikeboysen Social CRM for CRM’ers http://bit.ly/a4sCMs
    This comment was originally posted on Twitter

  • http://twitter.com/conniechan8 conniechan8

    Social CRM for CRM’ers http://bit.ly/arQ5mw from @mikeboysen | On the mark!
    This comment was originally posted on Twitter

  • http://www.twitter.com/bsstoltz Brenda Stoltz

    Thank you, Mike, for a great post. In 2002, I worked with one of the founders of a innovative new social networking application to integrate it with the enterprise CRM/SFA application I managed.

    Company priorities at that time meant this idea wasn’t funded. And, as often happens, as an early innovator in this space, this particular social networking app ultimately lost the market to a competitor a few year later.

    However, when I see all the hype now about #scrm, I think that way back in 2002, there were fools sitting on stools working on bringing these pieces together. Were we aiming to be some new “guru?” Nope. We were just trying to bring into the CRM system a new tool for sales reps to build their network, grow relationships, get introductions, and help them do their job. Simple. #CRM.

  • http://www.twitter.com/bsstoltz Brenda Stoltz

    Thank you, Mike, for a great post. In 2002, I worked with one of the founders of a innovative new social networking application to integrate it with the enterprise CRM/SFA application I managed.

    Company priorities at that time meant this idea wasn’t funded. And, as often happens, as an early innovator in this space, this particular social networking app ultimately lost the market to a competitor a few year later.

    However, when I see all the hype now about #scrm, I think that way back in 2002, there were fools sitting on stools working on bringing these pieces together. Were we aiming to be some new “guru?” Nope. We were just trying to bring into the CRM system a new tool for sales reps to build their network, grow relationships, get introductions, and help them do their job. Simple. #CRM.

  • http://twitter.com/pgreenbe pgreenbe

    Social CRM for CRM’ers | Effective CRM http://bit.ly/cLwCK5 Straightforward, classic @MikeBoysen
    This comment was originally posted on Twitter

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