Operational Responsiveness: Ideas from Progress Software

Progress Software was kind enough to reach out to me and share some of their thinking on Operational Responsiveness (OR).  Over the course of the next few posts I’ll share with you some of the key components of OR.  My approach will be:

  • An introduction to OR, the point of this post.
  • A deeper look at how Progress Software define OR.
  • How does OR compare to Social CRM?  Is it the same thing?
  • Where I would like to see Progress Software go with OR

Why am I interested in OR?  I see OR as being related to Social CRM, and I will share the reasons why in later posts.  Alright John, we’ll wait.  Tell us, how does Progress define OR?

“Operational responsiveness is the ability of business processes and systems to respond to changing conditions and customer interactions as they occur, enabling business leaders to capitalize on opportunities, drive greater efficiencies, and reduce risk.”

Flexible, agile, systems and processes that can react to changing market conditions to enable business leaders to make the right decisions…  If you’re thinking Social CRM you’re not alone.  While the concepts put forth in the white paper are not as evolved as the conversations the Social CRM (#scrm) crew is having on Twitter, I see the right core concepts in play:

  • Awareness of the broader business environment.  You must clearly understand the goals of the business and the strategies and tactics being employed.   Your processes and systems must support this environment.
  • Awareness of the market through observation.  Using the tools at your disposal to understand changing market conditions and how your business and your competition (both the competition you are aware of and that which you have yet to identify) are impacting this marketplace.
  • Change management.  In OR the use of agile techniques to quickly drive process changes is critical.

While this has only been an introduction, what questions or comments do you have?

John

Behind the CRM Thought Leaders: Brent Leary

Brent Leary, Co-author of Barack 2.0 , Partner of CRM Essentials

Brent Leary is a CRM industry analyst, advisor, author, speaker and award winning blogger. He is co-founder and Partner of CRM Essentials LLC, an Atlanta based CRM advisory firm covering tools and strategies for improving business relationships. His client list includes Research In Motion, Sage, Microsoft, Intuit, Cisco and the state of Georgia’s Depart of Economic Development.
Recognized by InsideCRM as one of 2007′s 25 most influential industry leaders, Leary also is a past recipient of CRM Magazine’s Most Influential Leader Award. He serves on the national board of the CRM Association, and as a subject matter expert for the Small Business Technology Task Force. He’s been quoted in several national business publications, including the Wall Street Journal, Newsweek and Entrepreneur magazine.

In 2009 Leary co-authored Barack 2.0: Social Media Lessons for Small Business. He has written regular online columns for Inc. and Black Enterprise magazines, as well as for popular business sites including American Express OPEN Forum. Leary also hosts and produces the popular “Technology For Business $ake” Internet radio program. His popular blog can be found at http://BrentLeary.com. You can find him on Twitter at http://twitter.com/brentleary

Brent, thank you for taking the time to do this interview.  You are one of the thought leaders in the CRM space and I know my readers will appreciate your insights.
 
Q.  I was surprised when I read a recent post of yours to learn that you are an introvert.  You are a recognized leader, a regular on the speaking circuit, and a frequent blogger.  What are some of the biggest challenges for you in this regard?

A. John thanks so much for the kind words, and for inviting me to participate in your Q&A series.  My nickname should probably be the Accidental Speaker or something like that.  Because a guy with an accounting degree, years of back-room application development, and at one time holding every Microsoft technical certification known to mankind, is typically not placed in front of a group of people – with nothing but a microphone between them.  But social media is an introvert’s best friend, because it allows us to feel comfortable sharing a bit of ourselves and connect with all kinds of people while still having our comfort zone.  And allows us to expand that comfort zone on our own terms.   And I was surprised at how much I enjoy writing blog posts and articles for magazines.  I really didn’t do much writing at all before 2004 because I didn’t think I had much to say of value.  But I stuck with it, found my voice and have been writing ever since.  And I probably was the most surprised person to find out how much I enjoy participating as a speaker and panelist at industry events, but I think social media put me on a path that naturally led me to where I am today. 

Q.  I am always curious about what drives people to start their own businesses.  What motivated you to co-found CRM Essentials?

A. I co-founded CRME out of a desire to spend more time at home.  I was a management consultant at PricewaterhouseCoopers in their CRM practice.  And while the projects I worked on were great, I spent 80% of my time on the road.  After two and a half years of that lifestyle I was really itching to stay local.  On one of those out of town projects – a PwC/Oracle joint venture – I met my eventual CRME co-founder Michael Thomas.  He was also from Atlanta, and was in the same boat I was with respect to travel.  And while it took a few years, we stayed in touch and eventually met up and decided it was time to get off the road and do some CRM work in Atlanta.  CRME was born in 2003, and the focus was on doing CRM implementations for the SMB crowd.  We quickly got certified on Microsoft’s inital CRM offering, but we also became one of the first Salesforce.com certified partners.  We quickly got involved doing Salesforce.com implementations, which led to great early experience with SaaS, which proved to be extremely valuable in the long run. 

Q.  All companies have their ups and downs.  Have their been moments when you wanted to give it up and try something else?

A. Absolutely.  But everytime those moments creep up, I always give myself a cooling period so that I can objectively weigh the good, the bad and the ugly.  And while there has been plenty of bad and ugly, there was always enough good to keep me going.  I’m glad that I was able to stick with it, because I truly love what I do, and the people I’ve met along the way that help me do it.

Q.  There is constant discussion about Social CRM, how do you see it evolving in the near future?
A. Because social technologies are becoming cheaper and easier to use, the transformation of traditional customers into social customers will increase exponentially.  Look no further than how smartphones are changing our life experiences, what we’re able to do, and how we’re able to do it.  And as the number of social customers increase, the variety of ways they express themselves will increase, along with their expectations for meaningful exchanges with vendors they buy products and services from.  So companies need to invest time and effort in understanding the best ways to connect with social customers.  It means using social applications (monitoring tools, social analytics, response management, customer communities, content creation and distribution, etc.) and strategies to deepen relationships with current customers who are spending a growing amount of time communicating via social networks.  It also means creating a “corporate social persona” that will appeal to prospective customers who use social sites to search for solutions to the challenges they’re faced with. 

Q.  If you were not a CRM guru, what other job would you be doing?

A. I don’t know, but my dream job would be doing a sports talk show on ESPN, or maybe being an “Old School” hip-hop dj on the radio.

 Q.  Helping customers with CRM requires you to have a deep understanding of the business.  What was the most surprising, perhaps most humorous, engagement that you’ve been involved with?
 
A. Watching two executives almost come to blows over whether a rep should be required to fill out a custom field.  I felt like Mills Lane having to separate them and send them to their neutral corners.  I believe I may have even stolen Rodney King’s line – “Can’t we all just get along?”.  But it’s not surprising, because data is that important to management. I just wasn’t ready for “Ali-Frazier IV”.

Q.  When you’re not working, what do you like to do to relax?

A. I love reading history books (currently reading 1919 Paris – Six Months That Changed the World) and watching historical documentaries, i’m a huge sports fan, and an absolute music fanatic. In fact I’m probably best known on Twitter for my Friday night DJ mix – #fridaynitemix.  

Once again, I appreciate you taking the time to share some time with our readers.

John

Doing the right thing, socially of course

I was surprised this week when one of the former members of my Twitter community reached out to me and told me they were “unfollowing me”, primarily because they had the perception that “I was gaming the system”.  While I make no secret of my reasons for using social media, I believe, with complete conviction, that you must always add more to the ecosystem than you take in return. If you follow this advice you will enjoy your social media experiences, and those you engage with will as well.

I have a challenge for all of you. Let’s take a moment and truly follow the above advice.  For the next week reach out to your various social communities and find out who is unemployed.  Spread the word for these people, try to help them make connections.  I’m going to start by noting two members of my community who are unemployed:

  • Jungchan Hsieh (@JungchanHsieh).  He is a developer in Texas and can be found on LinkedIn.
  • Charles Burleigh (@CharlesBurleigh).  Think of data as Charles is all about Data Integration, ETL, Data Quality. He lives in Missouri and can be found on LinkedIn.

It’s time to decide if social media is all about you or if you’re willing to give back.  Which will it be?

John

Brief response to customer service vs. social crm

I was reading this post and felt it was important to respond more broadly than I am able to via Twitter. Here is the message I left, I hope others will weigh in as well.

“While I like the article overall I have to disagree that customer service is about today and Social CRM is about tomorrow.  Here’s why:

  • Social CRM is a superset of CRM, well defined by Paul Greenberg.  For the rest of this response I’ll simply refer to CRM
  • CRM is not just about the long term retention of clients.  It is both strategic in terms of acquisition and retention but tactical in terms of short-term strategies and solutions too.
  • Customer service is an activity that is part of the overall CRM offering, not something to be thought of as separate at all.

With that said, however, I agree that companies must embrace social media, and social CRM, now.  I will avoid sending you to my various blog posts, but will sum them up with the following comments:

  • Social can be used effectively as an extension to typical support channels as you have indicated.
  • Social should be used for relationship building, critical in both up and down economic situations.
  • Social can be used for branding.

John Moore
http://twitter.com/JohnFMoore
http://johnfmoore.wordpress.com

What do you think?

John

Asking for opinions on engaging your community on twitter

I want to be clear, right at the beginning of this post, that I do not know what the right answer is to the questions I am raising.  I am looking forward to hearing from all of you regarding what is right, what is wrong, where the gray lines are.

I recently had a member of my twitter community go out of their way to let me know that they were unfollowing me on Twitter.  I was not surprised or disappointed that someone was choosing to leave the community, you should only stay as long as you feel that you are gaining value from the relationship.  What surprised me, however, was the need to formally let me know.  This left me curious, I had to learn more.  After asking this person for more information they graciously shared with me the reasons in two different DMs.

  • “Too many messages, most RT your own name. Feels like you’re gaming Twitter for ranking instead of honest content.”
    • I probably do send too many messages for most people as I feel the need to share what I come across.  My messages generally fall into these categories:
      • Content that I come across on my own.
      • Questions that I raise to the general Twitter community.
      • RT (retweets) of articles I see others sending.
      • Thank you messages to people that have RTd my information or included me in follow fridays.  I always attempt to leave the original message unchanged so my name definitely stays associated with these messages.
    • Gaming the system?  This is an interesting one as I’ve never considered Twitter a system to be gamed.  I’ve regularly published articles bashing people for similar actions…  However, with social media your must always remember that their is the group perception and there is  your reality.  Your reality matters little, the group perception is what matters.  More to consider here…
  • “7 of ur last 10 tweets had your @name in them. Your shilling for followers to reach 3000 I found disturbing.”
    • He was right, of course.  When having conversations with people I use RT instead of Response so that the context of the message is not lost, this does leave my name on the message.
    • The shilling for 3000 was a fun one.  I realized I was roughly 10 away one night and asked my friends on twitter to recommend me to get me over the top.  If this bothers people I hope they were equally bothered when I challenged another twitter friend to a race to 1 million followers.  I’ve only got 997,000 more to go, watch out. :-)

In all seriousness though, while I don’t know what’s right I’ll share with you what I feel is right for me:

  • Be genuine, be honest, be who you are.  In all of the examples above I was being genuine John, no one else.  If you like the information I share and the way I share it, come along for the ride.  If not, no hard feelings from my side.   Social media is about relationship building and if we see the world differently that is okay.
  • Continue to operate the same way I always have.  I will continue to adjust my twitter usage to be sensitive the community as I know that I send a lot of messages.  I’m playing with thanking people in bunches instead of one at a time.  I’m not sure I like it though as it loses the direct connection that I like with twitter.  Time will tell.

What do you think?  Is this just part of what people go through as their community gets larger?

John

A community-developed post on finding your next startup

I believe that your social media communities should provide value to all participants in the community.  In that vain I asked those in my Twitter community for their advice on selecting your next start-up.  While the responses were not large in number they did provide some valuable information.

  • Good advice from Rizwan Iqbal:  Good advice from Ask people about the company culture and if possible visit the office at least a couple of times un-announced just to check how the environment is generally. Sometimes people might not appreciate your visit but at the end of the day, they would be glad you did.  Also check out the link that he shared with me here.
  • Advice from Rob Brucker. Rob suggest checking out this site to find a job (most of these are vc’s looking for people for the start up they are funding), then do a cross reference between linked in and the company, find out who’s in charge of hiring.
  • David Szego shared his thoughts, “Pitch a plan based on how you’d do things to make employees happier – not why your widget/service is “better”".  In other words, come prepared, show the people in the company you’re giving thought to what differentiates them from other companies.

Can you help extend this social experiment by providing your responses via this blog?

John

Social Media for Branding, What’s Holding You Back?

I have said countless times that social media is a powerful weapon for branding, and have blogged about it here in posts such as these:

While I see larger companies making great strides, and sometimes great missteps (like Best Buy recently), it seems that many are still avoiding it, just dipping their toes in the water instead of leaping in.

That leads me to ask a question of my C-level readers out there.  If you are not yet utilizing social media for your branding efforts, what’s holding you back?  If you can, leave comments (feel free to go anonymous if needed) so we can all learn more about the hurdles in front of us.

John

John’s Twitter Engagement Index

I was having a conversation with @wimrampen and we began discussing how I measure my “success” on twitter.  I started with a baseball analogy at which point I realized Wim and I were speaking different languages.

In order to understand my definition of success it is first critical that you understand my goals for Twitter:

  • Increase personal value.  While hard to measure, the goals related to this include interview requests (for blogs, papers, etc..), board seats (anyone interested?), job offers (I am happy at Swimfish but always good to feel love), etc..
  • Increase profitability of Swimfish.  Easier to measure in terms of partnerships established, new sale opportunities, helping customers, and potential customers, better understand how to improve their business.  All of these interactions will ultimately lead to a more profitable company.

Clearly every conversation is not about the items above, nor should they be. However, my initial reasons for joining Twitter are listed above.

How do I measure success?  Ultimately, of course, it comes down to how well I am doing against the goals listed above.  I truly enjoy the conversations and love being part of a rich and growing community.  While the goals above remain important just getting to know people has also been a great value add.

Okay, I have shown you my sinister nature by revealing some of my goals.  How do I measure how well I am doing in moving along the path to achieving these goals?  I use John’s Twitter Engagement Index.  If CoTweet, PeopleBrowsr, or some other Twitter client adds this index I will switch immediately.

  • Twitter success begins with interactions.  RTs, DMs, discussions.  The more the better.
  • My index is similar to American Baseball’s slugging percentage with these formulas:

Engagement Points

RTs: 0.5 Point

DMs: 1 Points

Dialog: 2 Points per response

index = (Total Engagement Points per week)/(Total Members in my Community [followers])

  •  
    • RTs are often not true engagement, I count these for the least points.
    • A DM is often a person connection, although some of these are obvious SPAMMY.  However, I count these as having more value then an RT.
    • When I am having longer dialogs with a single person, that is a high quality dialog.
  • Here is an example:
    • A user has 100 followers.
    • They have 10 items RT’d in a week. (5 engagement points)
    • They have 5 DMs in a week. (5 engagement points)
    • They engage in dialog 20 times over the course of the week. (40 engagement points)
    • Total engagement points would be 50.  The index would be 50%, a really good engagement index!

Clearly this is too cumbersome to handle manually as your community scales, but this is the basic concept I use to see if I am on track with engagement targets; targets that I believe will help me achieve my broader goals.

What do you think?

John

Who owns Social CRM, a response to Graham Hill

My fellow Social CRM “teammate” on Twitter, Graham Hill, just posted a question regarding who should own Social CRM.  What follows is my response to Graham and my fellow Social CRM teammates.

“Ownership” for Social CRM will initially vary from company to company.  It will depend on who the initial advocate is for Social CRM and how it will be initially utilized.  While Social CRM must become part of the overall corporate ecosystem, ultimately, it will primarily start within one organization (often support).  In this case support should clearly be the “owner” of the effort.

However, as I look slightly further into the future, and as we look at some of the key components, I see a different owner.  The key components for anything social need to include:

  • Relationship building.
  • Adding value to the community before you seek something in return.  You should always seek to give more than you take.
  • You must be transparent, open, and honest.  You must share who you are as a company.

As I look at the above I am constantly brought back to marketing as the owner of Social CRM in the second phase of roll out, once it has gone beyond the department/function level.

In phase three of the roll-out, where Social CRM is being used across the company and as part of value co-creation efforts, the “ownership” of Social CRM swings slightly, with Marketing and Customer Support jointly owning the solution.

This is but one CTOs opinion, what is yours?

John Moore

Response to Data Quality Post in CIO Magazine

I read an article today called “What Price CRM Data Quality?” and had to disagree with it for several reasons.  It is a good magazine but even the best of us occasionally get it wrong (I know I do).  I left this as a comment on the post, but also wanted to post here since comments are not easy to find on the site.

I would suggest different phrasing for the beginning of this process, although I feel we were probably both saying the same thing.  “Clarify the business requirements for your CRM system and ensure that data required to support the key business processes and reports is clean.”

Once you have clarified requirements you can more easily determine which bucket the data goes into.  In my experience you should only bother gathering data that you truly care about and you should be going for 100% clean data.

Some customers understand this and do a great job of understanding their business needs up front.  By doing so they capture the minimum information required and only add to it, or remove from it, as the business needs evolve. 

Many fail to do so and try to capture all the data possible, even data that the business has no need to capture.  In this case I would urge companies to purge the data instead of leaving partially accurate data in place.  Partially accurate information leads to poor decision making  as you are unable to determine what is valid and what is not valid.

If you are unwilling to invest in clean data, don’t invest in a CRM system at all.

John

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