8 Smart Steps for B2B Social Media Marketing

While most B2B marketers are scratching the surface, Kirsten Watson and her team at Kinaxis, a Supply Chain Management solutions provider based in Ottawa, are digging deep into the rich veins of social media and finding gold. And while my metaphor may be tired, the 2009 versus 2008 results are anything but:

  • 2.7 times increase in website traffic
  • 3.2 times increase in conversion
  • 5.3 times increase in blog traffic
  • 6.0 times increase in registration of community members

How Kinaxis did all this and more is both instructive and inspiring especially given the extraordinary humility with which Watson shared her story. After I reassured her that Kinaxis was way ahead of the pack, Watson noted, “When you’re in the trenches, head down at the desk, you always feel like you’re playing catch up.” From my perspective, the only catching up to do here is for my readers, who I hope will see this as the definitive case for B2B social media marketing.

1. Innovation Rolls Down Hill

Perhaps the theme I hear most often is the importance of the CEO in inspiring marketing innovation.  Well guess what?  It’s true for our Canadian neighbors too. “It started in late 2007, when our CEO Doug Colbeth came to us,” noted Watson, adding, “He is the visionary type and was noticing all the social media stuff on the rise and wanted to know if there was an opportunity there for us.”  Thinking that social media was mainly Facebook and not seeing a fit, Watson and her team started reading all they could including Groundswell, the seminal book that according to Watson, “Sets the stage for what all the social media stuff really means.”

2. Experts are Worth the Investment

Knowing what you don’t know is tough and knowing when to pay for outside expertise is even tougher.  Noted Watson on the decision to spend $70,000 with Forrester on research, “Our company isn’t big enough, so we needed outside help and engaged Forrester to help us understand our audience.”  Added Watson, “if we don’t understand the audience we’re trying to reach, how in the world could we build an infrastructure to engage them?”  Forrester’s recommendation to build a community was unexpected but the data was quite strong. Offered Watson, “So we executed on all of their recommendations, the biggest being the community.”

3. Patience is Rewarded Especially When it Comes to Blogging

“Our blog is a huge part of our social media strategy but that’s been going on since 2005,” noted Watson, who added “We were banging our heads against the wall, questioning if it was worth the investment of time.”  That is no longer the case, noted Watson, “Our blog today is one of the industry’s leading blogs; we get a lot of leadership points off our blog because we’re quite careful about the quality of the content.”  This sensitivity to their readers provided a strong foundation for their newer social media activities, added Watson, “We’re never trying to be over-promotional and we’re always talking about real issues.”

4.  SEO is More than a Side Benefit of Social Media

“The biggest thing for us has been about finding ‘religion’ in SEO,” noted Watson when explaining her top lessons learned.  “Start with really understanding the keywords that are important to your marketplace and then build your campaign in as integrated way as possible,” she added.  Kinaxis has an editorial calendar based on key industry topics, writes a monthly whitepaper and then extends that content to Slideshare (PowerPoint presentations), YouTube (videos of the author), blogs, LinkedIn groups and newsletters. Offered Watson, “We understand things like keyword density, interlinking, back-linking,” thus helping to turn social media content into gold.

5. Building Community Means Letting the People Speak

In July 2009, Kinaxis launched a community for supply chain management enthusiasts with a hope and a prayer.  The hope was that they would get a few hundred members and a prayer that it would attract new customers as well as their current.  One year later, the community now has over 2760 members, 75% of whom are not current Kinaxis customers.  Watson advised avoiding any kind of corporate messaging in the community, “When you understand the social media revolution; it’s owned by the people and not us. “ She added, “You have to be open, be honest, encompass all ideas and let people communicate how they like.”

6. Holy Hockey Player Batman; Even Supply Chain Experts are People Too

All too often, B2B marketing efforts are restrained by a deadly seriousness that simply ignores the humanity of the target.  Not so for Kinaxis.  Comedy content has been a long-standing component of their web efforts and it became an important part of the community when it launched. “Comedy has been a great draw, since at the end of the day, it gets back to the whole notion that people are people,” she chuckled. “Our business world and personal world do intersect,” noted Watson. “I don’t think there’s anything but good things that come from a company showing its personality and that it has a sense of humor,” concluded Watson.

7. Keep it Fresh by Taking Calculated Risks

In early 2010, Kinaxis opened its blog up to outside bloggers, a calculated risk that has already paid off.  5 leading industry experts are now posting content along with 18 Kinaxis employees, helping to drive site traffic and improve organic search performance.  “These bloggers can even go on and post a contrary view to the way we see things which adds more credibility to the blog,” noted Watson, who also added, “None of our posts are preapproved—it’s all or nothing.”  Understanding the need for experimentation, Watson acknowledged, “We don’t expect to get it right every time and there’s still so much learning to do,” revealing the refreshing humility I mentioned upfront.

8.  Track Everything and Revel in the Love of Your Sales Force

Though measurement is still considered a work in progress, how Kinaxis monitors its social media progress is first rate.  Noted Watson, “We’re tracking all of the traditional stuff like keyword searches, website hits and conversions but its hard to track what created what.”  Taking things a step further, Kinaxis uses a scoring system to monitor qualified leads against a number of criteria including industry, revenue range and title.   She added that leads, “Hit a threshold value of points that then tells us this is a market qualified lead; they’re all tracked by SalesForce, so we can look back and see where our best qualified leads came from,” thus generating the on-going love and appreciation of the Kinaxis sales force.

Final note: While Kinaxis is far from a household name, if you are in the Supply Chain Management business there is a pretty good chance you’ve heard of them, laughed with them or even given them a piece of your mind. And if you haven’t, they just added a “community manager” to increase the odds that you will soon and that this fast-growing privately-held Canadian company will continue to lead the way in social media marketing.

Cisco’s Social Media Marketing Puts Game on Leaderboard

Just after the Marketing VP set the bar at 20,000 downloads in the first six months, Petra Neiger and the myPlanNet game team at Cisco wondered, “How the heck are we going to do that?” The marketing budget was well under $50,000, her team was tiny and each of them had other marketing responsibilities. Nonetheless, when I met Petra this May, the program was already a stunning success and being honored with BtoB’s Social Media Marketing Award for Best Integrated Campaign.

In fact, myPlanNet, a simulation game that “puts you in the shoes of a service provider CEO,” exceeded expectations at every turn. Launched in October 2009, the game surpassed the download goal by 3,200 the end of January and has gained at least 20,000 more players since then. The game has attracted over 60,000 fans on Facebook with players from at least 2500 different companies and over 130 different countries. With 5,000 new fans joining between mid May and mid June, myPlanNet is a case worth studying, revealing six game-changing steps to social media innovation.

1. Get Management Blessing

It’s a fundamental truth that innovation requires support in the highest offices of any company. Not surprisingly, the myPlanNet game concept was “formed out of an internal innovation contest,” noted Ms.Neiger. “The idea was to find an untraditional way to engage our customer and teach them about Cisco,” she added. “Cisco is very big on innovation, wanting to show the human network in action,” offered Petra. That said, management did not write a blank check and instead put a cap on financial resources, limiting the development budget to $200,000 thus requiring the team to make the most of every dollar. This hedging approach to innovation is not unusual and can inspire further creativity as it did with this program.

2. Channel Internal Energy

Often companies overlook the importance of encouraging widespread employee involvement in their innovative initiatives, particularly in social media. This was not the case with myPlanNet. First, noted Ms. Neiger, “we had an internal group that tested the game every step of the way.” This helped keep the program on budget. Then, added Ms. Neiger, “We launched the game internally 2-3 weeks before external launch because it’s a very robust game so we didn’t know how it would work once a lot of people started playing.” This had the added benefits of enhancing morale and as Petra noted, “started a trend inside the company where other groups are starting to play the game and are inspired to try more innovative approaches.”

3. Create Something Innovative

Admittedly, this sub-head may seem a little obvious, but the key word here is “Create” and you’d be amazed how often marketers seek social media success without actually creating something of genuine value for their target. In Cisco’s case, they created a simulation game that according to Petra, was “easy to play but difficult to master; you can play five minutes or you can play for an hour.” One sure sign of success that you’ve created something innovative is unplanned press attention. “We had no PR outreach whatsoever,” added Ms.Neiger, yet the Washington Post, The SF Chronicle, numerous magazines and blogs all reported on the game, which in turn fueled social media engagement.

4. Seed Your Efforts

Bestselling author Doug Ruskoff recently suggested that all a company needed to do was to create a superior product and, in the new world of social media communications, consumers would find out about it and beat a virtual trail to their door. This idealistic viewpoint may ultimately prove to be true but few marketers can or should take this chance right now. At a minimum, marketers need to jump-start the conversation, as was the case with myPlanNet. The game demoed at a big tradeshow in Geneva last October where, noted Ms. Neiger, “We had a camera to record people’s experiences and put these videos and images on our Game Support and Facebook fan pages.” Judiciously allocating their $30k launch budget to demos, welcome ads and content syndication, Cisco also spent $100 per day on Facebook to bring people to their fan page all of which helped spark interest in the game.

5. Keep on Experimenting

Given the dynamic nature of social media, it is essential that once you get started you keep adapting to consumer feedback and experiment as the opportunities present themselves. Noted Ms. Neiger, “six weeks after launch we started doing social media even more and experimenting a lot.” When they started seeing comments in foreign languages, they responded with a monthly report of fans by country. “People have national pride and are very into it so they passed along the link,” offered Petra who noted enthusiastically that users could be traced back to 130 different countries, thus fulfilling an important objective for this unique marketing initiative. Later on they added a holiday challenge, mini-online games and even a multiple choice quiz about the game, all of which increased fan engagement.

6. Think Small

Unfortunately, a lot of innovative programs, especially ambitious ones in the social media arena never see the light of day because their initial funding requirements are deemed to be too large by management. myPlanNet, the game, was built in 13 months with the help of external experts at a budget cap of $200,000. Though previous gaming efforts by Cisco had achieved some success, management still asked, “Why would this be different from what we’ve done before and how do we get the word out?” Petra and her team were quick with answers, having baked in a more “inclusive gaming experience” and social media-friendly elements like in-game testimonials and a dynamic leader board that allows players to see top scores by week, month and all-time. At the same time, Petra noted that “We would have loved to do more personalization within the game and to include a multiplayer aspect,” but that would have required more time and money, changes that might have prevented this winning game from launching in the first place.

Final note: Petra was quick to remind me that myPlanNet, “started as a side project.” Since then, she added, “The company realizes that the game is really good and really successful,” but she “still has a day job” as does the rest of her team–so much for award-winning marketing being all fun and games!

How Shelly Palmer Built his Personal Brand

Four years ago, Shelly Palmer was asked to stop pushing an “advanced media agenda” by the Emmy® Awards Board of Governors after writing a book called “Television Disrupted” that anticipated the transformation of network TV.  The son of Julliard-trained musicians and a composer/producer himself, Shelly was not one to mope over a blown recital.  Instead, he gathered his instruments; forty email addresses, some fellow digital enthusiasts, a lifetime of technical innovations and started a project that focused on emerging media and what they call a “digital life.”

900 business days later, the Shelly Palmer brand is nearly ubiquitous.   He is on practically every media platform from daily newsletters to radio, taxis to Facebook, websites to books and a broadcast TV deal is in the works. His consulting practice is highly lucrative and he gets paid to speak all over the world.  Shelly will tell you he’s been very lucky, but after spending on hour on the phone interviewing him, I can assure you luck has nothing to do with it.  In fact, the success of Shelly Palmer is a beautifully conducted symphony of marketing savvy, revealing a six-movement composition on how to orchestrate a personal brand.

1. Give Away the Melody

The marketing cornerstone of the Shelly Palmer brand is a daily email newsletter that now goes to a whopping 575,000 subscribers.  Noted Palmer, “We take the 3-5 most interesting stories every day, distill them down, contextualize them and try to add value.” Initially, these stories were just provided as headlines, which encouraged readers to visit ShellyPalmer.com to get the whole story and of course learn all about Shelly’s other “products.”  This marketing as service approach led readers to sing Shelly’s praises, for in a world of information overload, he helped them “look like a genius to their bosses and less-informed colleagues every day.”  By “relentlessly putting something of value in people’s mailboxes,” Palmer stayed top of mind as a potential speaker or consultant, like a pop tune you simply can’t shake.

2. Beat Your Measures

Well aware of the need to acquire a steady stream of “customers” cost-effectively, Palmer and Co “took all the available technology to promote a marketing circle.”  Email drove web traffic which drove video plays which led to speaking engagements which led to consulting gigs and so on. But unlike most start-ups, Palmer assigned dollar value metrics to all the things you could do on his website even those without an immediate return.  For example, a newsletter subscriber with a corporate email address was assigned a value of $4 since it would have cost them that much to buy such a name.  By carefully tracking everything from email open-rates, to website loyalty and recency, to conversions, Palmer was also able to make informed improvements over time.  On a side note, Palmer castigated the use of website hits, calling them “how idiots track success.”

3. Try New Tunes

As a small company, Palmer noted that “it was easy for us to test things and we tried a dozen different experiments with radio, all of which we screwed up.”  Eventually they got it right, partnering with the United States Radio Network, providing a daily Shelly Palmer Digital Life minute to 218 stations across the country.  They also continued to refine their newsletter approach and recently started providing the whole story instead of just headlines.  Added Palmer, “our website traffic dropped off 50%, however, our conversion against product sales, speaking engagements and email opens went double digit through the roof.”  This new approach also reflected Palmer’s preference to “follow the road, not the map” by adjusting to changing circumstances with savvy, speed and flexibility.

4. Every Instrument is its Own Art Form

Shelly Palmer cranks out a remarkable 46 different pieces of content on a daily basis.  Knowing that his target expects a consistent level of excellence regardless of the medium, very little of the content is cookie cutter.  Palmer offered, “You can’t repurpose physical media, you need to rebuild it for what it is, radio can’t just be the audio from a video.”  The terse newsletter wouldn’t work as a video nor could it translate into the longer-form thought leadership pieces Shelly writes weekly.  And this level of customization continued with the emergence of social media. Added Palmer, “We were there instantly, putting all our content in the form of questions in order to inspire conversation.”  Since the Shelly Palmer brand is only as strong as each individual communications, he and his team take the time to make each component stand alone, an effort that other marketers would be wise to emulate.

5. Find Your Voice

At one point when Palmer was traveling, a substitute performed on his daily MediaBytes video.  The fans were not amused and hundreds complained.  Thinking that his brand was only about the high quality content that he and his team worked so hard to deliver, Palmer suddenly realized that, “a huge part of what the Shelly Palmer brand is–is Shelly Palmer.”  He doesn’t say this as an egotist but rather with amused resignation that he and the brand are one.  Fortunately this role fits him like the fine suits he wears.  “I love to perform and I get a kick out of it when people tell me that I’m a good speaker,” notes Palmer who is called to the lectern over 50 times a year.  He also noted that as a personal brand, “You gotta be in uniform and always assume you are being watched—so I try to comport myself that way.”

6. Don’t Play Every House

When offering advice to other small businesses, Palmer noted “I don’t take every consulting job–I only take the ones that I can do great, make a lot of money for me and my clients and when people learn that I did that, they say ‘Wow’.”  This approach sings volumes about Palmer’s commitment to delivering a product that is of genuine value, whether free or paid.  For his weekly thought leadership article, Palmer imagines that he is writing it for a media maven like Jeff Zucker, making sure he keeps it interesting and “wastes as little time as possible.”  And though Palmer acknowledges that his articles may be “superficially useful for the less digitally literate,” there is always “code” for important digital issues that will spark interest among his more sophisticated consulting clients.

Final note:  Shelly Palmer has been training for this role all his life, writing music since he was four, filing for his first patent in his teens, attending NYU film school, producing EMMY-award winning TV shows and composing over a thousand pieces of music (including “Let’s Go Mets”) that are currently in use on TV or radio.  Like every great musician, Palmer knows that he is only as good as his last performance, an understanding that is sure to keep his brand pitch perfect for many years to come.

How to Ice the Competition via Marketing as Service

With the Great Recession looming on the horizon, Catherine Davis, then the SVP of Marketing Services at Diageo, knew it was not a time for the usual, and called for an entire re-distillation of her online marketing program. Noting that, “In 2008, we saw a big shift to home consumption,” Catherine and her team at the world’s largest spirits company set the bar high, aspiring to “own cocktails” and to “preempt the competition” in order to gain share. When the program rolled out in the latter part of 2008, it soon achieved all its goals providing a “top-shelf” example of the power of Marketing as Service.

With the totally reconceived microsite TheBar.com at the core along with a paid search program and partnerships with leading recipe sites feeding it, Diageo effectively dominated the online cocktail recipe search and fulfillment during the all-important holiday seasons in both 2008 and 2009. Traffic to TheBar.com, according to compete.com, was four times that of any of the leading brand sites, peaking at a whopping 286,621 visitors in December 2009, thus allowing this punctilious author to outline for you seven key ingredients to icing your competition.

1. Turn Lemons into Lemonade

Catherine reflects upon her efforts at Diageo with a matter of fact tone that minimizes the true nature of her challenge, stating simply, “The economy had gone south and we needed to grow share.” Easier said than done. Many marketers saw the storm clouds but most just closed the windows on their efforts, choosing inactivity over new initiatives. Catherine, on the other hand, planned out a fully integrated online program that had real scale in the market in order to take advantage of the shift to home consumption. “We looked around and we saw a lot of programs, but they weren’t generating a lot of scale,” offered Catherine, whose three-pronged approach turned economic lemons into share-gaining lemonade.

2. Know Your Patrons

Prior to the re-concepting of TheBar.com, Diageo conducted extensive qualitative research to understand the needs of their target. “Our research showed that consumers lacked a lot of confidence about how to make a cocktail,” offered Catherine who used these and other insights to guide the makeover. Noting that “rum and Coke is the 9th most searched recipe,” Catherine and her team focused on content that was easy to grasp even for novices. Instructional videos and hundreds of simple recipes made it easy for “consumers to see what they really wanted,” added Catherine. “We understood the purchase decision process and what they needed to do to feel good serving cocktails,” thus insuring that TheBar.com fulfilled a real consumer need.

3. Shake Things Up

Marketing at its best is a mutually beneficial exchange of value between brand and consumer. The original TheBar.com sought that exchange as entertainment, trying to replicate a genuine bar experience complete with a chatty bartender named Jack. Turns out, even the hardiest of spirits lovers aren’t seeking that online experience and instead visit brand sites primarily for recipes. “We went from being a combination of entertainment and service to really being 100% focused on service that consumers wanted,” noted Catherine who also hired a new agency, Tribal DDB, to help with the transformation.

4. Find the Right Mix

Knowing the critical role of search in consumer’s quests to find recipes, Catherine and her team sought to “own search,” both of the organic and paid variety. By ditching the flash-based content in the old site, improving key word tagging and adding a lot more recipes, Diageo saw significant gains in organic search performance. Adds Catherine, “We developed a multifaceted search program around drink types, spirits categories and brands, particularly around the holiday season – our period of higher volume.” Without revealing any confidential information, Catherine assured me that these activities were among the most cost effective she’d ever seen, driving qualified traffic to the site by the caseload.

5. Flavor it with Partners

Wanting a program with true scale, Catherine told of partnering with “the top 4 recipes sites, which represented 70% of all recipe volume.” These were not typical ad buys, but rather true partnership deals in which sites like AllRecipes.com and Delish.com focused on recipes that featured Diageo brands. “We know that about 1.6 million people search the word margarita each month,” offered Catherine as further evidence of the need to be everywhere the consumer searched. “The whole strategy was about going where people already were and intercepting them at the right point in the decision making process,” she concluded.

6. Measure the Right Things

Because spirits has a complex distribution system, it is very difficult to directly correlate marketing and sales. ‘Since we couldn’t tie it directly to sales, we had to develop proxies like number of page views and the number of brand views as a better proxy of success for cross sell and up sell.” As usual, this was grounded in a consumer insight as well. Offered Catherine, “When you’re planning a party you’re not thinking about a single brand or a single spirits category,” so monitoring page views and brand views by individual visitors along with number of recipes printed were simply the best means of measuring site performance.

7. Trust a Proven Recipe

Acknowledging that a recipe-focused program was hardly a new idea, Catherine laughed, chalking it up to the benefit of good training. “I worked on Pillsbury for 5 years at Leo Burnett and had seen the power of recipe campaigns and what they can do to drive a brand,” added Catherine. Knowing full well that “about 50% of people who are looking for drink recipes are looking for them online,” she pursued this approach with the clarity of purpose that only comes from experience. Catherine notes, “we knew what role we wanted to play and aimed to do so in a sophisticated and polished way that still enhanced all the Diageo brands.” Cheers to that.

Final Note: Though Catherine has since moved on, she considered this program to be one of the major highlights of her three years at Diageo. She also delighted in the fact that this premium example of Marketing as Service lives on, adding more content via a recent mobile edition and thus continuing to “fulfill a need and dominate the competition on recipe search.”

Graduate to Social Media 3.0 (redux)

Just in case you missed it, this article ran on MediaPost today.

A seasoned marketing veteran said to me recently that social media is simply “what we used to call buzz marketing.”  I bristled at this and mentioned that Donny Deutsch had also tried to categorize social media at the recent NYC I40 Character conference as “just another new & sexy media channel” like cable TV 20 years ago or the Internet 10 years ago.   In my humble opinion, to look at social media through the lens of a previous communication channel is an old-school approach that is inherently self-limiting.

Instead, I would encourage marketers to graduate to Social Media 3.0, an entirely new dynamic that requires a high degree professionalism, new strategic platforms, new metrics for success, new monitoring tools, cross-disciplined planning and an open-mindedness to social media in just about any business category.  To that end, here are four courses of action marketers should consider to really make the grade in social media.

Enough with the Interns

Because a lot of marketers consider social media experimental and/or the exclusive domain of Millennials, they fail to staff this relatively young field with experienced professionals.  The result is a self-fulfilling mishmash of tactics that rarely yield sustainable results.  Because social media can have an impact on everything from search results to PR coverage, lead generation to customer loyalty, marketers need to acknowledge its critical role and staff it accordingly.

Just a couple of weeks ago I met with a publisher of a major print mag that was way behind its publishing peers in social media.  When I asked how he planned to attack this challenge, his response was, “We just hired a summer intern to outline our social media strategy.”  Are you kidding me?  I couldn’t help but wonder if this same publisher would put interns on the phone with his most important customers or ask an intern to figure out his long-term business plan. No wonder print is in trouble.

Don’t get me wrong.  I love interns.  Just don’t put them in charge of anything customer facing – especially social media. Take this stuff seriously folks. Hire professionals, or your competition will eat you for lunch.

Align with Business Goals

Social Media 2.0 was mainly “ready, fire, aim.” Marketers set up Facebook pages, Twitter accounts, YouTube videos and blogs  when the spirit arose, all in the name of experimentation.  Some succeeded but more ended up with a disparate array of content that languished, raising serious questions in the C-Suite about the ROI of social media.

Social Media 3.0 is about aligning your efforts clearly and directly with your company’s principal objectives of increasing revenue and/or lowering costs.   If the emphasis is on the revenue side, then you can further break this down into customer acquisition and/or revenue per customer.  A number of companies like Dell and e.l.f. cosmetics are using social media to drive revenue, pushing out offers to their networks of fans that translate into immediate sales and repeat purchases.

If the emphasis is on cost reduction, then consider how social media can lower call center costs and/or cost per lead.  Best Buy’s Twelpforce has responded to 28,000 customer inquiries via Twitter, dramatically lowering cost per response vis-à-vis its call center.  A well-designed social media program can radically improve natural search results, which in turn will lower your cost per lead.

Get Serious about Metrics

Once your business goals are clear, establishing KPIs (key performance indices) and related social media benchmarks is a relatively simple task regardless of your business category.  To that point, one of the most interesting social media cases I’ve seen lately was about a Canadian supply chain management company named Kinaxis, a company that is so serious about metrics for success that they hired Forrester to guide their strategy while making the business case for social media.

In 2008, Kinaxis set out to engage the greater supply chain community with the hopes of increasing website traffic, driving sales leads, generating positive word of mouth all with the underlying goal of improving natural search results.  Using a multi-pronged online approach that included blogging, community building, video distribution and Twitter, Kinaxis was able to build and sustain an active community and triple their number of web-based sales leads to 42,000 in 2009.

Though I can’t do justice to the Kinaxis case here, suffice it to say that they monitored a wide range of metrics including page views, impressions, referrals, email open-rates, conversion rates, word of mouth mentions, and more, all of which went up dramatically due to a well planned and executed program of engagement.

Conduct a Social Media Audit

As I stated at the beginning of this diatribe, social media is far more complex than a traditional media channel in which a marketer can simply buy some time and push out a message.  Social media touches just about every aspect of your business from customer service to corporate compliance, lead generation to public relations, advertising to corporate social responsibility and then some.

As such, marketers would be smart to conduct a thorough social media audit internally or better yet with the help of outside experts who can take an impartial look at both the issues and the opportunities.  This audit requires the attention and participation of multiple department heads, since a well-conceived and well-executed program is inherently cross-disciplined, and turf wars must be avoided.

A thorough social media audit (see Renegade Social Media Audit slideshow here) examines the competitive environment, defines an overall strategy in the context of business goals, outlines tactical opportunities and identifies any organizational and cultural changes required to support implementation.  This highly disciplined approach will save countless hours of wheel spinning, helping to insure that your investment will be rewarded and you’ll be graduating to the next level of social media success.

So instead of just toasting Dads and grads on Facebook this June, give some serious thought to how your social media program can graduate to a new level of professionalism and accomplishment.

CMO Insights: No One Dies in Marketing

Two days after resigning from his position as Chief Marketing Officer, Jeffrey Hayzlett was still saying “we” when referring to Kodak, a habit I suspect will take some time to break. Speaking with understandable pride after four years of remarkable accomplishments, Jeff answered my questions with an authority that at first left me baffled. Then it hit me. This is not your typical marketing maven. Jeff Hayzlett actually puts the Chief in Chief Marketing Officer.

Instead of talking about ad campaigns, we talked about products and value propositions. Instead of talking ideas, we discussed what a marketing chief needs to do to succeed in a rapidly changing media landscape. Its not that Jeff doesn’t care about ideas, its just that he knows those are by products of performing the CMO job as a true leader, a practice that I have broken down into seven bite-sized morsels for your immediate consumption.

1. Align Goals

Making sure your marketing goals align with the goals of the company seems like a fairly basic place to start but it is amazing how many senior marketers forget this important first step. “A lot of CMOs fail because they forget to get conditions of satisfaction,” offered Hayzlett, who spends a lot of time setting the goals and won’t move forward until he knows what will make his customer (in this case, his boss) happy. Jeff acknowledges that “a lot of CMO’s aren’t even in the C-suite,” which can make nailing down the goals quite a bit tougher.

2. Create Tension

Once your marching orders are clear, Jeff believes the next priority of the CMO is “to create tension in order to encourage more innovative activity.” When reviewing the launch of a new video camera, Jeff created tension “by asking questions no one thought to ask before,” even going so far as to publicly ridicule an alphanumeric product name. “That made some of my people cringe,” acknowledged Hayzlett, whose questions led to a public search for a new name that generated millions of free PR impressions, thousands of entries and one winning name—PlaySport.

3. Act Fast

As we jumped from topic to topic, it was clear to me that Jeff is nothing if not a man of action, and his biggest lament, “wasting time on things that didn’t materialize.” In a period of four years, he was able to launch several successful new products in both B2C and B2B segments, all of which were able to achieve 1st, 2nd or 3rd positions in their respective categories. Jeff noted with glee that 60% of Kodak’s revenue now comes from products that didn’t exist when he started there. When talking about the launch of the naming promotion for Play Sport, Jeff sounded more like the head of racing pit crew, having jumped from concept to execution in two weeks flat!

4. Stretch Budget

It is no secret that Jeff is a huge fan of social media noting that, “It’s a great way to launch a new product and gave us an extreme amount of credibility in the video camera category.” Targeting “every blogger and thought leader,” Hayzlett and his team were able to make Play Sport a strong alternative to category leader Flip without spending a dime on traditional media. As he points out in his new book, The Mirror Test, Hayzlett sees social media as an extraordinary way to connect with consumers and stretch a budget under an umbrella notion he celebrates as OPM, or “Other People’s Money.” Given the low costs, even the smallest businesses can see very tangible returns from social media,” offers Hayzlett.

5. Breakdown Silos

Recalling the extraordinary success that Kodak has had in the ink jet category, Jeff zeros in on how Kodak changed the value proposition in the category, offering reasonably priced ink cartridges to go along with a reasonably priced printer. “When the printing of a recipe is more expensive that the actual ingredients, the consumer knows there is a problem,” noted Hayzlett. Because marketing had a “seat at the table” and participated in the product development process, Hayzlett was able ensure that a strong value proposition was baked into the product, offering a point of difference that made marketing a far simpler task. With the silos broken down, Kodak ink jet printers, according to Hayzlett, “achieved #1 share in some countries.”

6. Take Risks

“No one is going to die in marketing,” offered Hayzlett when discussing the justification for taking risks like playing a video featuring a gray-haired spokesman shouting “booyah” about how Kodak was changing. He went on to note that, “if you want to grow, you’re going to have to take risks. It’s not that Hayzlett is out to offend but as he cautions, “sometimes you don’t know ‘til you try it.” He prescribes “doing it in such a way to minimize the backlash,” and if things don’t work as planned, “its okay to say we screwed up.” Jeff recalls with bravado that his group was fined $500 for not filing a promotional contest in time, a calculated risk that ended up saving his team irreplaceable weeks in program development time.

7. Listen Up

After talking for a good bit, Hayzlett circled back to the importance of listening to the consumer and being “completely transparent.” During his tenure at Kodak, he brought “voice of the customer” to the forefront establishing the position of Chief Listening Officer “to bring scale” to all of Kodak’s social media activities. With a CLO in place, Hayzlett ensured that complaints were heard, questions were answered, comments were responded to and even more PR was generated. “When a consumer tweets ‘they are thinking about buying,’ then we listen and point them in the right direction,” added Hayzlett, whose innovative and authoritative approach to the CMO position at Kodak leaves some pretty big shoes to fill.

Final Note: During his tenure at Kodak, Hayzlett established himself as one of the first “celebrity CMOs,”gaining notoriety on Celebrity Apprentice and extending it with a well publicized book tour. With an army-sized following on Twitter, and a well-established presence in every form of media, I have no doubt we’ll be hearing a lot more from Jeff in the near future.