Yesterday at Cloudforce in NYC Salesforce did a fine job of delivering a compelling vision for the Social Enterprise, demonstrating innovative new Social capabilities in existing products along with announcing new products that extend their overall social value proposition and may widen the gap between them and the competition. If you’re a CRM Vendor or business partner of one of the big CRM Vendors; Oracle (Siebel), Microsoft (Dynamics CRM), IBM (Sugar CRM) you had better sit up and take notice of what Salesforce is doing otherwise you increasingly run the risk of becoming less and less relevant to companies like Dell, Gatorade, Scholastic, Caterpillar, Computer Associates, Burberry, GE Capital, Bank of America, Disneyland, Comcast, Air Canada, KLM and ExtraSpace Storage. These are examples of companies from a diverse set of industries and sizes pioneering the usage of Social technologies from Salesforce.
If nothing else Cloudforce NYC demonstrated that Salesforce is one of the most agile of the Cloud vendors in responding to social trends and the needs of customers. See at the end of this blog some ideas for improvements but those aside the event overall was compelling. The main themes that are most worthy of review are:
1. The Social Enterprise
2. Product Innovation
3. Customer Insights
4. Customer Path – 3 Steps to becoming a Social Enterprise
The Social Enterprise
The Salesforce inspired message of “The Social Enterprise” delivers a compelling vision for how companies can improve their ability to collaborate between and with their employees and their customers. It paints a picture of how company, employee and customer collaboration merges into a seamless circle of Sharing, listening, understanding, engagement and action on a level that has never been seen before. The benefits include improved employee productivity (less time spent on email, less time spent in meetings), faster access to information and most critically the ability to build rich customer relationships centered on an understanding of exactly what it is the customer is looking for at a precise moment in time. The Social Enterprise revolution is taking place in front of our very eyes. It’s a bottoms-up movement lead by no-body but involving an ever increasing percentage of the business population. What Salesforce is doing really well is capitalizing on this revolution positioning themselves as the company delivering the right set of socially inspired technologies via the right delivery channel (Cloud Computing) at the right time.
Product Innovation
Salesforce presented a number of upgrades to their existing products and some new products that continue to help position themselves as leaders in B2B Social. For example, the ability to engage Chatter their Social Enterprise collaboration tool from directly inside the CRM solution (the Sales Cloud as it is now referred to – another example of clever positioning) is a nice capability and the experience, at least on the demo’s looks pretty seamless. What Chatter does is take employee collaboration and customer collaboration to a new level. It’s like having a combination of Outlook, SharePoint and Lync all incorporated into a single solution that is executable from within your CRM and is fully integrated with your CRM. It’s like having an Enterprise ready version of Facebook integrated into your CRM.
Salesforce emphasize the importance of companies investing in building out the Social Profile of their customers. Richer customer profiles they argue lead to the ability to build deeper relationships with customers. Salesforce enables this by making it easy for companies to feed into the CRM Customer Profile data from Facebook, Twitter and Linkedin. This is similar to announcements already made by Microsoft with Dynamics CRM and IBM with their partnership with Sugar CRM. There are a few differences here worthy of mentioning. Firstly, Salesforce takes the lead from a positioning perspective by calling the customer profile the new “Customer Social Profile” and arguing that this should be the first step that companies take towards becoming a Social Enterprise. Start immediately they argue, to build out your Customer Social Profiles. Secondly, Salesforce offers a new button on the Customer Social Profile called “Data.com”. You press this button and the customers profile is augmented with information that flows in from sources such as Dunn & Bradstreet and other 3rd party database companies that Salesforce is forming partnerships with to build out a new service that they are offering called “Data.com”. The idea behind this is to provide customers with rich sets of customer profiling data that helps them to develop a 360 degree view of the customers they are trying to build relationships with. If you add together profile data that customers may already have + Facebook, Twitter, LinkedIn profiles + Dunn & Bradstreet (via Data.com) = The 360 Customer Social Profile.
Social monitoring and listening (the Marketing Cloud) was the new product announcement. Of course the product (Radian6) is not new but it is new to the Salesforce stable. Radian6 is one of an array of new technologies emerging to help companies monitor and listen to the Social conversation. Through the Radian6 engagement consul users can create a listening profile targeting industries, brands, competitors and include key words like “Buy CRM software”. This means companies can build highly targeted prospecting lists because they are able to pinpoint specific buyers and take actions that buyers may find most useful to help them take the next step. For example, a specific coupon that incentivizes the customer to buy or a white paper that may help them understand more about the technical capabilities of a specific product. Up to this point Social Media monitoring and listening has been embraced primarily by marketers looking to test the impact of campaigns and to understand more about how their brand is perceived in the market place. This is about to change as companies start to learn how to leverage social monitoring and listening to help drive prospects for sales and also provide better quality of service to customers that want to use Social channels like Twitter as a way to ask questions about products that they have already purchased or to seek real time help if products are not working correctly. What’s nice about Radian6 and Salesforce is that lists of prospects from Radian6 can be automatically assigned to different sales reps and the information on the “prospects” fed into the Customer Social Profile in CRM. Also, different ranks can be applied to different levels of prospects. Some maybe ranked as a 1 and therefore require immediate follow-up by a nominated sales rep or others maybe ranked as a 2 which leads to a less immediate or different follow-up approach.
Customer Insights
Dreamforce was supported by customers providing insights of their “in-the-trenches” perspectives on using the new capabilities and new products from Salesforce. For example, the Social Media team from Scholastic (Children’s book publishing and Book Clubs) presented how they have been using Radian6 to help measure the impact of campaigns and book launches. They said that when they started they didn’t really know what to listen for or what were the key topics, what should be the key words. It took them time to learn and understand how to set things up to get the most out of the system. This demonstrates that customers need help as they start to adopt these new Social Enterprise solutions. In this case the help was provided by the Radian6/Salesforce team. But as these solutions scale out vendors are going to need partners to help them deliver these services to customers. Vendors with already establish partner eco-systems such as Microsoft are best placed to capitalize on this need if they can integrate Social Media monitoring and listening capabilities into their existing CRM solutions and encourage their partner ecosystems to develop adoption services. For Microsoft partners good alternatives other than Radian6 would include http://www.alterian.com http://www.visibletechnologies.com/ and http://www.nmincite.com/. The Scholastic team figured out that the best time to listen was one month before a new book was due to be published and one month afterwards (obvious but without the capability to do so being obvious is not very helpful). They learnt that through listening they were able to discover who the key influencers in the market were and which social channels to use to best address the influencers. As a result Scholastic has become far more effective in targeting the key influencers especially with regard to follow-on books that have come out. This goes to show that the payback from social listening and monitoring investments may not be immediate but builds over time.
3 Steps to becoming a Social Enterprise
One of the most important questions to answer is “Where do I start to build the Social Enterprise?” Salesforce went some way to address this question (see visualization).

The 3 Steps to the Social Enterprise by www.cloudtorre.com
Salesforce advises customers to first create a Customer Social Profile, second build an employee Social Network and third connect this to Customer Social Networks and Product Social Networks.
Obviously the recommended approach aligns conveniently with the Salesforce product solutions, but that said there is some obvious logic in following the 3 steps; Understand more about the social profiles of your customers is a great place to start. Providing your employees with better ways for them to collaborate and share ideas and knowledge is also a great step and from there connecting with customers in the same way has obvious advantages. The recommendation we are making at www.cloudtorre.com would be to find parts of the business where the benefits of improving employee and customer collaboration can bring about immediate value. For example, if your company has account teams including sales, technical and marketing roles all focused on a particular account or a territory of accounts, providing them with a social collaboration platform can lead to a reduction in meetings and 3 Steps to emails which can dramatically improve productivity, especially if the team is located across time zones. Being able to set-up private groups enables the very same teams to take the next step and invite customers into the conversation. Finally, as a result of social monitoring and listening being able to feed knowledge and insights about the conversations taking place across those accounts can increase the pipeline of opportunities and enable the account teams to best respond to customers based on the specific issues/needs that the customer is expressing through the social conversations they are having.
Cloudforce Improvement
One area of improvement relates to the pre-key note interviews and key note customer discussions. Specifically these could have been more valuable if the focus and emphasis of the discussions was better aligned to some of the big questions that attendees had. For example,
1. Specific Reasons for making the investment in the Social Enterprise
2. Specific execution steps taken towards becoming a Social Enterprise
3. Specific examples of payback associated with the execution steps taken
Dreamforce NYC – Social Vision + Social Innovation + Customer insights = Like