Six Steps To Successful Socialtext

Implementation and Adoption

Encourage a range of use cases

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Broad Range of Use Cases

Recruit energetic champions

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Launch with hands-on activities

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Route repeated activities through Socialtext

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Complement existing systems of record

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Leverage the public Socialtext community

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Collaboration +

Social Networking

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Backup…

Use Cases

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Company wide

•  Conversation: provide a place where everyone has a voice, and everyone can share ideas, bookmarks, pictures, news, …

•  HR processes: – New hire on-boarding – Accounts payable – Benefit enrolments

Sales & Marketing

•  Event planning •  Competitive intelligence •  Best practices (lead gen, prospects, closing)

•  Customer / Account / Rep information •  Tracking and metrics

Accelerate sales cycles & win-rate

Dev / QA / Support

•  Feature planning •  Release schedules / milestone reports •  Problem reports, bug tracking / fixing •  Knowledge Base •  Product Documentation

Reduce time-to-resolution / implementation

External

•  Vendor Relationships (ex: Press Relations) –  Improve communication

•  Business Development & Partner Programs – Grow channel revenue

•  Professional Services & Client Relations –  Increase customer satisfaction

Personal

•  Information repository

•  Journal

•  Task list

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