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A maturity model we developed to help describe how social media integrates with traditional customer service channels.
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Saturday 8 April 2023 2© Merchants
Content
• What is Social Media?
• What are its applications?
• What’s relevant to our clients?
• A Social Media Maturity Model
• Metrics
Saturday 8 April 2023 3© Merchants
Context: Social media is opening up new and exciting customer contact channels
The purpose being to:
• Understand how mature your organisation is in social media
• What Merchants can be doing to ensure we
are seen as part of the solution rather than
part of the problem
Saturday 8 April 2023 4© Merchants
One definition of social media…
Saturday 8 April 2023 5© Merchants
…here’s one view of what’s out there
streaming platforms
commerce platforms
blo
gg
ing
pla
tform
s
community platforms
an
aly
tics
search and browsing
contentcurator
applications
url shorteners
bu
sin
ess
so
ftwa
re
mo
bile
ap
ps
ga
min
g
photo sharing
contentsharing
soci
al a
dve
rtis
ing
pla
tform
s
social brand engagementso
cia
l me
dia
pla
tform
s
social intelligencesoci
al s
corin
g
social referral
soci
al d
ata
soci
al a
dve
rtis
ing
social ad network
soci
al n
etw
ork
s
soci
al s
ho
pp
ing
Saturday 8 April 2023 6© Merchants
Interact
Push
Pull
How can we use social media platforms?
Informwith insight
Seek helpin return for…
Invite toparticipate in …
Celebrate oracknowledge
Researchwith insight
Alertwith context
Monitor forintelligence
Gather contentfor re-use
Saturday 8 April 2023 7© Merchants
Social is findingnew and innovative applications, daily
Keeping pace with this ever-evolving media
requires dedicated focus
In the customer management domain, social media is being applied to everything
from peer-to-peer helpto sales and even retention activity
There is a plethoraof tools available
to help organisations harness the randomand often confusing nature of this media
Ways of using Social Media
Socialmedia
Saturday 8 April 2023 8© Merchants
Social is findingnew and innovative applications, daily
Keeping pace with this ever-evolving media
requires dedicated focus
In the customer management domain, social media is being applied to everything
from peer-to-peer helpto sales and even retention activity
There is a plethoraof tools available
to help organisations harness the randomand often confusing nature of this media
Ways of using Social Media
Socialmedia
Shareinformation
Research
Complain
Get help
Connect tocommunities
LearnAdvertise
Blog
Shop
Game
Saturday 8 April 2023 9© Merchants
We’re focusedon a few of these
areas initiallywhich tend to be
directly associatedwith contact centres
and customer management
Applications in Contact Centres
Socialmedia
Saturday 8 April 2023 10© Merchants
We’re focusedon a few of these
areas initiallywhich tend to be
directly associatedwith contact centres
and customer management
Applications in Contact Centres
Socialmedia
Shareinformation
Research
Complain
Get help
Connect tocommunities
LearnAdvertise
Blog
Shop
Game
Saturday 8 April 2023 11© Merchants
Merchants usesa maturity model
to determine wherean organisation isfrom a capability
perspective
We have adaptedour own CCDMfor this purpose,as this models
customer managementin the contact centre
domain
This helps organisations benchmark themselves, identifies quick wins and areas for improvement
Our maturity model helps client on their journeyto combine digital
and voice channelsto deliver an exceptional
customer experience
A Maturity Model for Social MediaS
tra
teg
ic i
nte
nt
Inn
ova
teD
rive
Co
ntr
ibu
teE
ng
ag
eC
on
tain
Reactive Basic Coordinated Integrated Optimised
Operational capability
Ad-hocresponse
Listeningand building
SM maps
Traffic captured, prioritised and responded to
in contact centre
Reportingin place
Part ofmulti-channel contact centre
platformwhich includes
externaldelivery sources
Creatingnew customer management
platformswithout
organisational boundaries
Resourcesdrawn from
combined internal and external
delivery teamsConstrain corporate and individualengagement
Understand and put into context
Planned engagement, resourced monitored and managed
SM part of multi-channelstrategy with ROI and integral to
Customer Experience Management
Customer interaction evolving with customer demand in real time
Customer Employees Organisation
Technology
Business
Saturday 8 April 2023 13© Merchants
Social Media Maturity Model | 1 of 2
Basic Coordinated Integrated Optimised
Listening, some presence but no coordinated response
Participating monitoring and responding with governance in place
Sharing across channels and platforms, selling serving and innovating
Delivering measurable economic value and recognised as socially significant
Employee
Social media Competence
Have a Facebook page for personal use. Not encouraged to use Social media in a work context
Community based engagement, where themes and special interests drive engagement
Part of a corporate specialist team, called on to proactively engage on topics
Strategic role to drive customer loyalty or CLV
Content Management
Push content only on a wide variety of topics
Marketing or CS managing centrally
Pull activity to support outbound activity
Push and Pull activity integrated to multiple sources internally and externally
Cultural integration
A few early adopters and evangelists
Centralised specialist team Integrated to other customer management teams
Enterprise-wide all employees empowered to contribute
Organisation
Community management
No formal management, left to individuals to self manage
Proactive and explicit by a central or local resource
Integrated across the Enterprise, delivering Social Customer Care
Forms part of the Customer and Staff Engagement Strategy managing Peer to Peer
Policies and Procedures
No formal policies in place Documented but not enforced- restrictive
Fully documented and adopted to facilitate social media usage
Policies enable development and adoption of social media
Metrics and Measures
Not measured, but statistics produced ad hoc
Ad-hoc project based measurement
Centralised measures using web tools
Enterprise-wide measures and metrics which form part of daily Customer Interaction Management reports
Saturday 8 April 2023 14© Merchants
Social Media Maturity Model | 2 of 2
Basic Coordinated Integrated Optimised
Listening, some presence but no coordinated response
Participating monitoring and responding with governance in place
Sharing across channels and platforms, selling serving and innovating
Delivering measurable economic value and recognised as socially significant
Technology
Architecture Open source, not using corporate standards
Enterprise tools in isolated areas Enterprise platform integrated to cloud services
Strategic, on demand, customer centric, Cloud or SaaS-based
Tools Self service, internet, outside firewall
Standard, IT approved list of best in class products
Apps and Services relevant to evolving needs
Inside the firewall, Enterprise developed
Connected-ness
Standalone Low-level ad hoc Multi-channel connectivity Internal and external channels fully integrated
Business
Vision & Strategy
None, low awareness and not seen as a strategic imperative
Departmental or central team define CS or marketing objectives
Business Unit or division incorporate social media into business strategy
Social media seen as a strategic imperative, delivering tangible returns
Leadership and Commitment
Bottom-up a few enthusiasts Functionally-led with proactive development
CMO or CSD lead and visibly lead social media strategy
CEO seen as social media leader in your industry
Governance No formal governance, but employees operate under corporate communications rules
Marketing or CS publish guidelines but not rigorously enforced
Part of overall customer management and communications governance process
Self governing as whole Enterprise understands the value, do’s and don’ts
Saturday 8 April 2023 15© Merchants
Customer management social media maturity
Basic Coordinated Integrated Optimised
Listening, some presence but no coordinated response
Participating monitoring and responding with governance in place
Sharing across channels and platforms, selling serving and innovating
Delivering measurable economic value and recognised as socially significant
Metrics
# followers and friends # links visited # registrations/referrals # converted leads
# posts and tweets # enquiries/responses # leads/prospects # customers retained
# policy violations # downloads % reach (share of voices) £ of customers won
# issues/problems £ costs saved
# mentions/re-tweets
# comments