From the way social networking is perceived, it would seem that traditional Customer Relationship Management (CRM) has had its day, and all companies need to do is to creata Twitter account and a Facebook page and engage prospects and customers through these.  

However, it is not quite as simple as that, and the devil – as always – is in the detail.  

As with any new technology, the social network does not push away everything that has gone before. Companies still receive paper mail, telephone calls, e-mails, web contacts. All social networks do is add to that complexity. Any social media user in a customer relations department must ensure they view the total picture of any individual or group acrosall of these touchpoints 

Social media users can be your greatest asset – or your greatest enemy. A happy customer who passes the word on in the social network can rapidly extend positive brand awareness. An unhappy customer is far more likely to pass on their views, in any case. However, if you identify their problem rapidly and deal with it effectively, they may turn to be positive. But, without integration, it is far more likely that the customer will end up even more unhappy, and the company’s brand enters into a downward spiral that is difficult to halt.  

It is pointless, creating a position of “social media Tsar.” The person will only be working in their world outside of the big picture.  

The results will be silos of information that are difficult to pull together and fully understand unless everything is bringing data together   


The wrong and the right way    

It is in the notice that customers and prospects tend to work through multiple channels. They may have the first contact through the company’s website, use social media to gauge the sentiment of the crowd about a specific product or brand, and then usthe telephone or e-mail tfinish off the deal. If all thtouchpoints are not thinking through a single system, issues will arise 

For example, a company with disjointed overall CRM may find the person responsible for social media has made an offer through the company’s page on Facebook. A follower goes to the website to see about the product – but wants it in a different size or color. They phone to find out if the item on special offer is available in the right size or color – but the telephone agents are entirely unaware of the offer, as it is not on their system. The prospect goes away unhappy – and spreads the word through leaving messages on the Facebook page, on their page, and through Twitter. The company’s brand is hurt, and the damage in place 

But picture this done the right way. The company decides on special offer. It looks at all the different options it has available and looks at what the overall desired outcomes are. In this case, the main driver is as driving brand recognition – something where social networks can excel. Therefore, the business decision is that the main places for the offer will be through Facebook and Twitter – but in a manner where everything is joining 

Web advertising, paper marketing, e-mails, are all created telling people that if they follow the company’s Twitter account or favorite the company’s Facebook page, they will gain a code that will get them the special offer. Maybe, for every friend they refer to or every Twitter retweet, they will earn an extra amount towards the offer. The whole process of the proposal has to be in to the overall CRM system – the telephone agents, the ecommerce system, the inventory, and logistics systems all need to be aware of how the offer is going to work and what it means to them.    

The result should be a happy customer (they get a special deal) ana whole host of new prospects aware of the company’s brand, due to the viral effecof the social network. Ishort, a low-cost means of others doing the work for you  


Integrate CRM systems  

The main issue is that systems will be required that enable everything to be pulled together in a meaningful manner. For example, all mentions of a company through social network channels will need to be monitored, along with any accepted different forms of this (for example, in the social media world, Microsoft is not just Microsoft, but also Microsoft, MSFT, M$ftMicro$oft and so on).  

A means of parsing the messages to figure out whether these are positive or negative will also be required. A rapid means of response to inquiries, to positive and negative comments, also needs to be in place – all tied into the other channels of interaction so that all bases are covered.  

Customers’ and prospects’ social accounts, all need to be into their master customer record, and bringing all information together in a simple manner for reporting and analysis is a must. It should be possible to respond through a single interface in the way that a prospect or customer wants so that a Tweet gets answered via Twitter, a Facebook comment via Facebook, and e-mail via e-mail, all linked and joined up.  

The big CRM players are beginning to work this out. For example, has launched Chatter, nominally a private social network for business-to-business (B2B) value chains. Still, it can be integrated with public social networks to enable monitoring, tracking, and two-way interactions in a business-to-consumer (B2C) manner. Others may just support publishing to social sites; specialist companies such as Confirmit have moved from employee surveys to more freeform social interactions, including using public social networks to gain broader reach. 


Feedback boosts your brand  

Other ways of interacting with customers socially go beyond just integrating into social networking sites. For example, Adobe has introduced its digital enterprise platform (Adep) to underpin its customer experience management (CEM) strategy, replacing LiveCycle   

Building on Flash and AirAdep is aiming at enabling a highly interactive and engaging two-way customer engagement interface, along with providing a customer feedback loop allowing feedback collection to make websites more appealing and, therefore, more profitable.   

Customer recommendation engines, such as those seen on Amazon, are also a way to engage with customers. Just as comments on Twitter and Facebook can help or hinder a brand, enabling customers to comment on their orders and to give honest feedback on the purchase and the company can be beneficial. Looking at a site like secretescapes.commany brickbats are being thrown around based on some of the holidays on offer. Still, the site owners take a very positive approach to this, asking for more information and thanking people for their negative feedback, promising that it will all be taken into account as they look to identify other offers.  

What should be evident from all of this is that using social networking as part of an overall business strategy is not something thais in place as a single basic approach. It is on the fact that the social environment is changing on a regular and rapid basis, that the free environment (such as Facebook and Twitter) cannot be forced out by the private, but has to be embraced, and that the broad reach of social networking means that a company has less control over what is being said – but must be able to respond to ensure that their brand is protected 

Social networking is not something to be looked at as separate to existing customer interactions; it is just an incremental extra that needs to be embraced. Ensuring that everything is pulled together will help to ensure that social CRM works for the prospect, for the customer – and the business.