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March 29, 2017

The Power of the Social Business – presentation

By michaelpace on September 5, 2012

Next Wednesday, October 10th, I will be in Miami, FL presenting The Power of the Social Business at the Contact Center Conference – Fall 2012 (Hashtag: #CCCon12).

If you are attending as well, here is a sneak peek.  If you are not attending, you should, but if it is too late to slide into your schedule, you can view my presentation below.  Obviously, you are not going to get the awesome performance that accompanies the presentation.  Hopefully you learn something new, and enjoy!

If you have any questions, feel free to contact me anytime.


Top 5 Reasons Why Customer Service is Avoiding the Social Media Wave

Waiting for the social wave

By michaelpace on August 19, 2011

Ok, show of hands (and be honest, I can see you through your webcam), does your company provide social customer service through your actual customer service department?

Or does Marketing handle it; or some other department or combo? During a webinar hosted by Jeremiah Owyang (a must follow) earlier this month, he stated that roughly in 70% of the cases, Marketing handles social media, including customer service inquiries. In my own experience speaking with customer service executives and at conferences, I estimate less than 10% of customer service departments handle support related inquires or comments. Why? Why are you not riding the Social Customer Service wave or are you waiting for the wave to crash into you?

Reason #1: Marketing owns and handles social

Background or Myth: Marketing should handle social media stuff because of possible public relation issues, social media is a marketing job, or it’s just always been that way.

Reality: Social media is a tool of social business, similar to your phone system being a tool for your customer service. You probably don’t own the phone system, and Marketing probably doesn’t need your permission to use the phone. If individuals are afraid of a public relations issue being created through social media, do they monitor all of your outgoing emails and chats? An email or a chat is equally “socialable” through their own technology or in combination with other social networks. Similar to email and chat technology channels, best practices, process and clear roles and responsibilities are needed to execute effectively. Your customer service team is best equipped to handle service inquiries and provide content that helps educate your customers. And anytime someone tells you it’s always been done that way, you know it’s time for a change.

Reason #2: If a tree falls in the woods, does it make a sound?

Background or Myth: You know there are millions of people on social sites like Facebook, but they are not talking about our brand or service (or at least we haven’t heard it).

Reality: If you are not listening, how can you know if someone is talking about or to you? Have you ever put your company name (or variations of) into Google Blog Search or into Twitter’s Search? There are tremendous amount of free tools to use to listen to understand if people are talking to you or about you. I prefer Hootsuite for Twitter and Google Alerts for everything else on the web. It’s now common place for people to express their opinions to their friends, family and followers on the web, and it will only become more common. Per Socialnomics, ½ of the world’s population is under 30, they do not know what life was like before the internet (think about it).

Reason #3: Not a valuable use of time or resources

Background or Myth: As compared to our other channels, social media related channels are such a small percentage of our overall volume.

Reality: The previous statement is both true and false. It is true for an actual physical count of tweets, Facebook posts, blogs commenting on your business, and LinkedIn discussions, but it does not accurately reflect the impact. For example, at Constant Contact (where I work), the average person tweeting positively or negatively about us has approximately 1300 followers. Over the course of 2010, there were almost 1,000,000 impressions of positive or negative commentary. Now not all of those impressions were influential, but even if a small portion (10% or 100,000) were influential, doesn’t it make sense for you to be a part of those conversations?

Reason #4: We are in a regulated industry; we could break laws by talking about personal accounts publicly

Background or Myth: In many industries, such as healthcare and financial services, public “discussion” of personal information can land your company in a heap of legal and compliance trouble. This statement is true, but there are reasons to still get engaged.

Reality: Probably the most valuable aspect of social customer service (at this point) is pure acknowledgement of being heard. If someone mentions you on the social web, you should still acknowledge their message and then offer to take it to a more secure channel. If you need to track even these minimal conversations, you can do it manually or if you have the scale, most CRMs now are available with social tools integrated into their workcase management. Regulated industries are typically complicated, which also makes them ripe for proactive outbound communications to your customers about your products and services. Blogs, branded communities, Twitter, Youtube and LinkedIn provide fantastic platforms for educational content that can be pulled from existing sources like your knowledge base or marketing materials.

Reason #5: Getting started is too overwhelming

Background or Myth: There is very limited data or information on how to get started in social customer service, let alone operationalizing it.

Reality: Yes, getting up and running in social customer service is a sizeable task, but like other large initiatives, if you break it down it can be less daunting. Below is my high level work breakdown structure:

  1. Get yourself involved in social media
  2. Know your business strategy/what are your objectives/guidelines More information on steps 1 & 2
  3. Listen to your customers
  4. Customer Conversation
    • Develop SLA’s
    • Know your brand (big difference in Tiffany & Co.’s & Zappos corporate voice)
    • Engage your customers
  5. Workflow, Catalog & Tracking
  6. Developing & delivering proactive contentSocial Wave

Customer service leaders have a choice, try to stand strong against the incoming wave, and hope it does not knock you over (or provide a competitive disadvantage), or pick up your board, paddle out and ride the wave. This trend may not have all the same tools at the end of the day, but the premise of social business will remain, and become more prevalent in our lives and the lives of our future customers.

To chat with a bunch of other smart people about the topic of social customer service, and getting started, join me, Brad Cleveland, Bob Furniss & Todd Hixon for a tweetchat presented by ICMI on Tuesday, 8/23 @ 6:30 pm CST – follow hashtag #CCDemo11 for up to date details and more information.


Wave Image Credit,solitary/Interesting

Surfing image

Is your Social Media strategy RACI?

By michaelpace on May 10, 2011

EllenI just did a Google search on the phrase “Who owns social media within organizations,” and was returned 3,160,000 results. Now I doubt there are more than 3 million different ways or opinions for a company to organize around social media, but it is obviously a hot topic. I also believe how companies organize and operationalize social business and tools will be the most important topic in social media over the next 2 to 3 years. While I have a number of opinions about social media “ownership”, this post is about how to create operating agreements across your company, regardless of what model you have chosen, to ensure a well managed process.

Popular examples of social media organizational models via Jeremiah Owyang of the Altimeter Group.

Getting RACI!

In any well managed process, people need to understand who is doing what, and RACI is a fantastic tool to get everyone on the same page. RACI is a Business Process Management tool that clarifies everyone’s role in a process (in this case, execution of a social media strategy). RACI is an acronym for:

RACI Chart

Creation of a RACI matrix has a number of benefits for any process:

  • Encourages teamwork by setting boundaries of responsibility
  • Pushes you to think of who else in the organization needs to be consulted about this function/decision/action
  • Reduces risk of actions “falling through the cracks”
  • Saves time by reducing overlap and need for mass consensus
  • Allows associates to exercise their own responsible freedom/empowerment & increase personal satisfaction

How to build a RACI matrix/chart:

  1. Start with a template
  2. Define your main areas of function, decision and/or action (what activities, decisions, major tasks will be completed in the process)
  3. Determine who are all the possible players or participants
  4. Label the matrix boxes with the appropriate R, A, C or I


  • Only 1 person should be (A)ccountable per activity
  • Decision authority must accompany (A)ccountable
  • Minimize Your (C)onsults & (I)nforms
  • Place (R)esponsible for those who are physically performing the action


Performer Role Chart

Every organization’s RACI chart is going to be different based on strategy, personal competencies, organizational set up, technology knowledge and a number of other factors. Don’t over think it. Again, its about building operating agreements. Once you have the agreements, the execution of the RACI decisions is relatively easy. I would suggest reviewing and updating every 6 months with key stakeholders.

The first wave of social media was about the tools and the marketing, the next phases will be about it’s process and how you operationalize within your organization. Go buy a process manager a cup of coffee, you are going to need him or her to be successful for many years to come.