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Effectively Leveraging Social Media as a Support Channel John Ragsdale Vice President of Technology Research

Effectively Leveraging Social Media as a Support Channel

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Presentation done by John Ragsdale at the meetup for Bay Area Executives:http://www.meetup.com/BayAreaExecutives/Social media are fast-tracking to becoming important channels for customer support. In fact, our data shows that 57% of technology companies have a customer discussion forum, and 36% already embrace Twitter as a method for starting conversations with customers. Join us for an interactive lunch presentation to hear John Ragsdale, VP of technology research at Technology Services Industry Association (TSIA), share the advantages and risks of embracing social media for support, as well as data from TSIA’s social media survey.

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Page 1: Effectively Leveraging Social Media as a Support Channel

Effectively Leveraging Social Media

as a Support Channel

John Ragsdale

Vice President of Technology Research

Page 2: Effectively Leveraging Social Media as a Support Channel

22

Since 1989Since 1975 Since 2005

Page 3: Effectively Leveraging Social Media as a Support Channel

TSIA Member Profiles

10%

20%

7%

30%

6%

13%

15%

Company Revenue

<$25M $25-$100M

$100-$500M $500M-$1B

$1-5B $5-10B

>$10B

52%

30%

10%

8%

Geography

Global (NA, EMEA, APAC)

NA Only

EMEA Only

APAC Only

320+ Corporate members across all areas of enterprise and consumer technology

Page 4: Effectively Leveraging Social Media as a Support Channel

Social Support Defined

Service and support offerings in which voluntary customer actions meaningfully change the customer experience, for those and other customers–either in support, or indirectly in the rest of the whole product.

The range of applications for social support includes: Peer support (forums, third-party blogs)

Customer-generated content (visible feedback, customer edited docs / KB)

Ratings and reputation (for people and content)

Social networks as a channel (e.g., updates via Twitter, company blogs)

Voice of the Customer (ideation, product ratings, “CGM” analysis)

Proposed Definition from David Kay, DB Kay & Associates

Page 5: Effectively Leveraging Social Media as a Support Channel

Social Network Adoption Precedes

Best Practices

57%

49%

36%

0% 20% 40% 60%

2009

2008

2007

Do you offer a discussion forum for customers?

• Everyone asks:

– How do you attract

customers?

– How do you encourage peer-

to-peer support?

– What moderation resources

are required?

– How can we search forum and

KB content?

– What emerging channels

should be leveraged?

– How do you calculate ROI?

– What vendors are most

commonly used?

Source: TSIA Member Technology Survey

Page 6: Effectively Leveraging Social Media as a Support Channel

Social Media for Support: Blessing or

a Curse?

• Positive

– Great opportunity to

dazzle customers

– High visibility can lead

to positive media

attention

– Embracing customer

channels of choice

– Boosts company’s

“cool” factor

• Negative

– Trendy channels come

and go

– High visibility can lead

to embarrassment

– Emerging channels do

not always lend

themselves to tech

support

– Most volatile

customers

Page 7: Effectively Leveraging Social Media as a Support Channel

How long has your company been

using social media?

21%

29%

22%

26%

0% 5% 10% 15% 20% 25% 30% 35%

Don't use

< 1 year

1-2 years

2-3 years+

Source: TSIA 2009 Social Media Survey

Page 8: Effectively Leveraging Social Media as a Support Channel

Top Installed Customer Community

Platforms

1%

1%

1%

1%

1%

2%

2%

2%

3%

4%

6%

17%

20%

37%

0% 5% 10% 15% 20% 25% 30% 35% 40%

RightNow

InQuira

phpBB

Joomla

Telligent

Parature

Drupal

Leverage Software

Small World Labs

Consona CRM

Jive

Other

Lithium

Home Grown

Source: TSIA Member Technology Survey

Page 9: Effectively Leveraging Social Media as a Support Channel

TSIA Member “Pacesetter” Examples

• Cisco Consumer

Community

– Over 200k registered users,

significant increases month

over month

– 10-15M page views monthly

– 1M+ user sessions covering

all Cisco Consumer products

– Currently serving 500,000+

“Accepted Solutions” and

climbing

– Global communities

supporting 6 international

languages

• HP Consumer Forums

– Over 2 million customers

visit each month

– 140,000+ registered

members

– 20 million page views per

month

– 33 Super Users worldwide,

so far contributing 24,000+

posts, averaging 25 hours

a week in the Forum

Page 10: Effectively Leveraging Social Media as a Support Channel

What Department Is Primarily

Responsible for Social Media?

44%

14%9% 8% 8% 8%

5% 4%

0%5%

10%15%20%25%30%35%40%45%50%

Source: TSIA 2009 Social Media Survey

Page 11: Effectively Leveraging Social Media as a Support Channel

Staffing for Social Media

• Challenges for social

media staffing:

– What is the role of forum

moderator and how many

do I need?

– Should we use customer or

employee moderators?

– Should employee

moderators pretend to be

customers?

– What skills or profiles are

required for successful

moderators?

19%

45%

21%

7%2%6%

FTEs dedicated to social service

As needed 0

1-3 4-6

7-9 10+

11Source: TSIA 2009 Social Media Survey

Page 12: Effectively Leveraging Social Media as a Support Channel

Online Tools Used to Provide

Service Or Support to Customers

25%

35%

36%

44%

46%

49%

54%

72%

0% 10% 20% 30% 40% 50% 60% 70% 80%

Social networks (Facebook)

Wiki (Wikipedia)

Microblog (Twitter)

Video (YouTube)

RSS feeds

Listservs

Blogs

Forums

Source: TSIA 2009 Social Media Survey

Page 13: Effectively Leveraging Social Media as a Support Channel

Supporting Social Media Channels:

Go Where Your Customers Are

1% 3%

27%38%

31%

0%

20%

40%

0-12 13-17 18-34 35-49 50+

LinkedIn

13%

41%

27%

17%

2%

30%

21%

102%

276%

194%

0% 100% 200% 300%

Under 17

18-24

25-34

35-54

55+

Facebook 2009 Member Distribution by Age

Growth Rate % of Users

4%13%

45%

24%14%

0%

20%

40%

60%

0-12 13-17 18-34 35-49 50+

Twitter

Page 14: Effectively Leveraging Social Media as a Support Channel

Collaborative Content Development

• Content creation has

become more transparent

• New challenges for KM

processes

– Customers as authors

– Customers as editors

– Audit trails and security

concerns

• 27% of members

reported plans to invest in

wikis in 2010-11

25%

32%

0%

5%

10%

15%

20%

25%

30%

35%

2008 2009

SSPA Members Offering Customer Wiki

Page 15: Effectively Leveraging Social Media as a Support Channel

The ROI Challenge

4%13%

12%

3%

23%

45%

Are you receiving ROI for your social service

investments?

Full ROI received

Some ROI received

No measurable ROI

Don't expect ROI

Unable to measure ROI

Don't know

• Barriers to accurate ROI

tracking:

– Few companies have

enough cross-channel data

to identify traffic

fluctuations

– 35% of members using

home-grown forum solution

with limited reporting

capabilities

– How to measure number of

resolutions

– Soft metrics critical, but

hard to quantify

Source: TSIA 2009 Social Media Survey

Page 16: Effectively Leveraging Social Media as a Support Channel

Most Likely Barriers for Broad

Adoption of Social Media

3%

4%

5%

7%

7%

8%

10%

11%

12%

13%

16%

0% 5% 10% 15% 20%

Negative impact on productivity

Brand risk/reputation

No exec sponsorship

No customer demand

No perceived benefits

Internal resistance to change

Insufficient internal resources

More 'personal' than 'business'

Security/legal concerns

Low priority project

Unable to measure ROI

Source: TSIA 2009 Social Media Survey

Page 17: Effectively Leveraging Social Media as a Support Channel

Social Media Efforts Lacking

Discipline, Process

• Only 17% of members have

integrated social media

channels into the corporate

website

• Only 8% of members have

integrated the new channels into

their CRM/incident management

system

• Only 8% of members include

social media channels in

performance dashboards

• Only 3% of members address

social media channels in SLAs

Page 18: Effectively Leveraging Social Media as a Support Channel

How important is it to combine social and enterprise

content together in a centralized repository?

Extremely Important

31%

Important31%

Neutral24%

Not Important10%

Not At All Important

4%

Source: TSIA 2009 Social Media Survey

Page 19: Effectively Leveraging Social Media as a Support Channel

Typical Knowledge Ecosystem

Product Information

Product Manuals

Installation Guides

Release Notes

Upgrade Procedures

Diagnostic Information

Knowledge-base

Bug Database

Product Diagnostics

Customer Log Files

Customer Information

Account Information

(CRM)

Incident History

Warranties/ SLAs

Multi-channel history

Training Information

Product Training Modules

Integration /SDKs

Video Tutorials

Administrator Guides

Community Information

Peer to Peer Support

Forum Questions/Answers

Expert Blog Posts

Developer Access

Web Information

Third Party KBs

External Forums

Industry Blogs

Tech Sites, Online

Research

Page 20: Effectively Leveraging Social Media as a Support Channel

Three Search Markets Converge to

Create Intelligent Search

KB-Centric Search

Concept based, finds one right answer

Enterprise Search

Search data in any format, structured

or unstructured

Social Search

Factors in user ratings, links and

page views

Intelligent

Search

Page 21: Effectively Leveraging Social Media as a Support Channel

From Popular to Effective: Mining

Forum Content

• Emerging “social search”

platforms enable:

– Dynamic, personalized

FAQ lists

– Dynamic recommended

links on content

– Pre-filtered search results

based on social elements

– Customer “folksonomies”

eliminate manual tagging

Page 22: Effectively Leveraging Social Media as a Support Channel

0

20

40

60

80

100

120

2007 2008 2009 2010 2011

Social Media

Community

Self-Service

Web Chat

Email

Phone

Percent of Customer Issues by Channel

Source: TSIA Benchmark and TSIA Social Media Survey data

Page 23: Effectively Leveraging Social Media as a Support Channel

Merging of Social Service and Self-

Service

• Intelligent search is bridging

the gap between

knowledgebase and

community content

• Social search is leveraging

“voice of the customer” across

communities, social media

channels and self-service

• Call deflection is key metric,

all unassisted channels

counted

Page 24: Effectively Leveraging Social Media as a Support Channel

0

20

40

60

80

100

120

2007 2008 2009 2010 2011

Self and Social Service

Social Media

Community

Self-Service

Web Chat

Email

Phone

Percent of Customer Issues by Channel

Source: TSIA Benchmark and TSIA Social Media Survey data

Merging

Page 25: Effectively Leveraging Social Media as a Support Channel

TSIA Recommends: Start With Basic

Support Processes

• Monitor

– Create notification rules for

conversations about your

company and products

• Engage

– Encourage customers to move

conversation to an auditable

channel

• Record

– Capture interaction so it

remains part of customer history

• Share

– Close out the loop in the social

media channel with results

Page 26: Effectively Leveraging Social Media as a Support Channel

Looking Ahead….

Social media will continue to add channels and content

Be cautious of over investing in trendy channels

Increased mobility in both B2B and B2C drives expectations and lowers patience