1. Social media isn't free. It is cost-efficient when planned for and managed appropriately, and like any investment that comes with a price, what you will yield is proportionate to what you invest.
2. The tools are merely a means to an end.  What you do with the tools, and how you integrate them to improve the base business are what  really matters.
3. "Trust" and "Influence" are relative and fluid. However, they generally belong to people that consistently deliver positive, remarkable experiences -- across channels and over time. Deliver on every promise, exhibit high level of ownership / stewardship and be a "mensch." Do this, and being an influential trust agent will come naturally.
4. "Authenticity" is a terribly abused word. There are plenty of authentically bad companies and products out there. Strive to be authentically good and constantly improving and you'll win.
5. "Transparency" is an illusion. While conversational media increases visibility into your operations, you can maintain enough opacity to protect your sensitive underbelly.
6. Senior engagement is critical.  If your senior leadership wants to relegate social media to an intern, agency or middle manager, resisting the notion that these tools may transform the enterprise, consider changing jobs.
7. The tools require a high level of proactive readiness. Engage in these channels and you're a friend, confidant, real-time service agent, facilitator, guide and publisher. Be prepared in advance. Get the right hooks in place and the right teams involved. Establish policies and processes that expedite resolution and response.
8. Results must be measured against a solid plan. If you are not using conversational media to drive some specific and measurable objectives you are probably wasting your time
9. Success is (still) about the Customer Experience.  If holistically, your base-level customer experience stinks, using social media tools probably won't help much. That's why this blog is dedicated to CX rather than preaching the virtues of any one specific channel.
10. Good help is golden. Strategists who can't execute are as dangerous as "one-trick ponies who only know how to use a single tool ... or generalists who speak at conferences a lot but don't actually deliver any work!  Find resources that can develop a solid strategic plan, execute, help your organization prepare, educate and stand by to help, if needed. Look for dirt under the fingernails... and don't be social media sharkbait!  

Add your truths!  I'm all ears!

Spring is almost here and with it comes the birth of many new things, including the new The Age of Conversation 3, which is scheduled to be released in April. I am honored to have been selected as a contributing author with an esteemed group of incredible thinkers, writers and thought leaders. All of them are active in a variety of areas, working across industries on the "bleeding edge" of social media. This will be a great book for anyone looking to practically implement social tools into next-generation customer management.

Here's a list of contributing authors and links to each!
 

Adam Joseph	Priyanka Sachar	Mark Earls
Cory Coley-Christakos	Stefan Erschwendner	Paul Hebert
Jeff De Cagna	Thomas Clifford	Phil Gerbyshak
Jon Burg	Toby Bloomberg	Shambhu Neil Vineberg
Joseph Jaffe	Uwe Hook	Steve Roesler
Michael E. Rubin	anibal casso	Steve Woodruff
Steve Sponder	Becky Carroll	Tim Tyler
Chris Wilson	Beth Harte	Tinu Abayomi-Paul
Dan Schawbel	Carol Bodensteiner	Trey Pennington
David Weinfeld	Dan Sitter	Vanessa DiMauro
Ed Brenegar	David Zinger	Brett T. T. Macfarlane
Efrain Mendicuti	Deb Brown	Brian Reich
Gaurav Mishra	Dennis Deery	C.B. Whittemore
Gordon Whitehead	Heather Rast	Cam Beck
Hajj E. Flemings	Joan Endicott	Cathryn Hrudicka
Jeroen Verkroost	Karen D. Swim	Christopher Morris
Joe Pulizzi	Leah Otto	Corentin Monot
Karalee Evans	ME!	David Berkowitz
Kevin Jessop	Lesley Lambert	Duane Brown
Peter Korchnak	Mark Price	Dustin Jacobsen
Piet Wulleman	Mike Maddaloni	Ernie Mosteller
Scott Townsend	Nick Burcher	Frank Stiefler
Steve Olenski	Rich Nadworny	John Rosen
Tim Jackson	Suzanne Hull	Len Kendall
Amber Naslund	Wayne Buckhanan	Mark McGuinness
Caroline Melberg	Andy Drish	Oleksandr Skorokhod
Claire Grinton	Angela Maiers	Paul Williams
Gary Cohen	Armando Alves	Sam Ismail
Gautam Ramdurai	B.J. Smith	Tamera Kremer
Eaon Pritchard	Brendan Tripp	Adelino de Almeida
Jacob Morgan	Casey Hibbard	Andy Hunter
Julian Cole	Debra Helwig	Anjali Ramachandran
Jye Smith	Drew McLellan	Craig Wilson
Karin Hermans	Emily Reed	David Petherick
Katie Harris	Gavin Heaton	Dennis Price
Mark Levy	George Jenkins	Doug Mitchell
Mark W. Schaefer	Helge Tenno	Douglas Hanna
Marshall Sponder	James Stevens	Ian Lurie
Ryan Hanser	Jenny Meade	Jeff Larche
Sacha Tueni & Katherine Maher	David Svet	Jessica Hagy
Simon Payn	Joanne Austin-Olsen	Mark Avnet
Stanley Johnson	Marilyn Pratt	Mark Hancock
Steve Kellogg	Michelle Beckham-Corbin	Michelle Chmielewski
Amy Mengel	Veronique Rabuteau	Peter Komendowski
Andrea Vascellari	Timothy L Johnson	Phil Osborne
Beth Wampler	Amy Jussel	Rick Liebling
Eric Brody	Arun Rajagopal	Dr Letitia Wright
Hugh de Winton	David Koopmans	Aki Spicer
Jeff Wallace	Don Frederiksen	Charles Sipe
Katie McIntyre	James G Lindberg & Sandra Renshaw	David Reich
Lynae Johnson	Jasmin Tragas	Deborah Chaddock Brown
Mike O'Toole	Jeanne Dininni	Iqbal Mohammed
Morriss M. Partee	Katie Chatfield	Jeff Cutler
Pete Jones	Riku Vassinen	Jeff Garrison
Kevin Dugan	Tiphereth Gloria	Mike Sansone
Lori Magno	Valerie Simon	Nettie Hartsock
Mark Goren		Peter Salvitti

I'm excited to read all the fabulous insightsin this book... carrying forward the tradition from two greatly successful editions. Stay tuned for more!

1. The overall size and activity of the channel's network (established user base)
2. The actual or potential size, significance of the end-user's in-channel network (my network)
3. The ease of replicating a user's in-channel network within another channel ("portability")
4. The tools base level of reliability and performance (base level functionality & decent "up time")
5. The existence of other tools that help alleviate application shortcomings (e.g. Tweetdeck for Twitter)

Leveraging the same, tired traditional media tactics within emerging channels is like trading in a mule for a Ferrari - and then attempting to bridle it, saddle it, and ride it home while sitting on the roof.

It boggles the mind that a lot of companies actually do this. However, it's an all to common occurence. In my experience, it seems that the ones that behave in this manner are also the same brands that seem to be experimenting in new channels in a way that may be hazardous to brand health.

I've been thinking about this and there are a number of reasons this may be occuring... some more lame than others. Please add your own in the comments.

1. We didn't know what we were signing up for.
Truth be told, many of us have been caught off guard, but that's no excuse. There's enough information out there to test the waters of emerging channels in an intelligent manner. If you're still being caught with your pants down on say, Twitter -- the lack of preparation is your fault -- not a result on an untested medium.

I tend to agree with Jeremiah Owyang's assertion that Twitter will become a CRM tool. I'd submit that we should be thinking about all emerging - or "agile" channels like we would think about CRM tools. This is important because the transparency created by emerging media naturally demand the resolution of key, customer-facing issues. This entails a unique mix of customer service, operational and/or IT skills, and a little PR... although some issues may be related to larger, operational challenges.
Many stakeholders assigned to digital and social media just don't have the level of empowerment or create resolution or influence change at a level that might be necessary. When people are not empowered to answer and resolve tough customer questions in a timely manner in emerging media channels, it becomes highly evident to the brands social newtork.

Unfortunately, instead of resolving this problem with better oversight, coordination and collaboration, many companies react by moving customer facing issues solely offline and manage the digital channels in a more opaque, non-relational manner: Treating the channels as outbound communications vehicles, rather than customer service medium, and limiting individual engagement with customers online. This is a huge mistake.


Emerging media channels need structure and oversight -- but not at the expense of neutering the channel - or of applying common sense. Having thinking workers at the helm who can provide carefully worded and high enough level responses to diffuse risk, and make participants feel valued and respected are essential to keep the "flow" going in favor of the brand. Analysis paralysis is the enemy in what I'm starting to call "translucent culture" (Thanks to @bethharte brain hockey and comment). It's important to find the balance between enough structure to keep things manageable -- and enough flexibility to facilitate agile response.

2. We didn't come along willingly
I've talked to executives from a few major brands who feel they have far too many, vocal detractors and skeletons in the closet to succeed in the use of digital and social media. In fact, the head of customer analytics for a major airline laughingly described Twitter to me as "Pandora's Box" late last year. Many are hesitant to expose present business realities to a broad audience base. Others don't know if they want the exposure something like a blog, Twitter, Facebook or You Tube might create because they might just have more to lose than to gain. Some, frankly, feel social media engagement is a huge waste of time. The point is simple: digital and social media are simply not a priority to everyone.

At the same time, many reticent companies (including the airline I mentioned) have become active in emerging channels anyway. Why? In some cases, a high level executive mandate was issued. In other cases, they were pushed hard by consultants, agencies, industry analysts and overzealous agencies. In some, they merely wanted to reserve user names ... and things cascaded from there.

Whatever the case, the activity of these brands doesn't indicate a fully sponsored, well organized presence. It doesn't indicate alignment, or buy in. It doesn't suggest the individuals managing the digital media presence entered with an understanding of the potential up-side of participation, what they might be in for, or knowing how to manage things, well. It doesn't mean proper resources were allocated to doing social media the right way. Perhaps they came in kicking and screaming, and they're still reeling as they figure things out. This might be more common than you think.

3. The wrong people are steering!

• A lack of executive understanding, oversight and/or leadership of emerging channels
  
• Poor interdepartmental alignment and coordination of the emerging media presence


• Unempowered or unskilled individuals managing (and advising) the social web
  

These are bad things. Why? Because the lack of leadership and oversight are plainly evident to every bright individual within a brand's social network.
Case in point -- I recently audited the tweets and posts of a national brand that is a former client. I was disheartened to find the brand's formerly engaging, relational tweets and posts replaced by self-promotional, broadcast-driven messages, with no sign of interaction. I reached out to my contact to ask what happened.

My contact reluctantly and apologetically confessed to me that the team was swamped and decided to pass the management of emerging media channels for the summer to an intern. After sucking in my breath to temper my response, we discussed the ramifications of their decision in rather frank terms. They assured me they'd turn things around. They certainly know better, and I hope they do get it right.
Another interesting aspect to this story is that their executive management doesn't know any better and hasn't challenged the team on this approach. The executives think it's enough for the brand to be present on Facebook, Linked In, Twitter and blogs - so there's no pressure to engage or do anything differently ... no urgency to remedy the issue. It's important to understand that being present in emerging channels isn't the same as having a meaningful presence. Meanwhile, there are a myriad of constituents who have befriended this brand online who were hoping for more than a press release.
This is just one tiny case study that demonstrates the points above. This brings me to the this next point:

4. We jumped in with both feet, but had no plan
It's easy to engage in digital and social media channels without a lot of forethought or up-front planning. This happens more than we might think -- especially in light of a strong internal executive push. However, make no mistake -- digging in one's heels and jumping in with reckless abandon can result in just that -- reckless abandonment. More than a few companies have been forced to refocus or retrench to properly manage customer communication in emerging channels, and in many instances, transparency was not a friend of the brand.

When there's no plan in place that helps companies manage the digital footprint, build relationships, align resources, govern communication, oversee communication and monitor reputation and feedback, the presence becomes unmanageable, difficult to monitor, coordinate and measure. Unfortunately, many brands don't know enough to create a cohesive governance, workflow and management plan. Further, many of their agencies - while active promoters of digital and social media -- are unskilled and untested in the channels, themselves. So, the brands continue on auto-pilot, learning as they go -- often in an inefficient and unsustainable manner.

5. We are really MOST comfortable doing what we KNOW...
Preach all you want about the benefits of digital and social media. Train your team on channel best practices and how to build a successful network. Just remember this: these lessons are easily forgotten in light of a hectic schedule, competing priorities and the unanticipated number of hours it takes to manage the emerging media presence. Business stakeholders may fail to apply their training and revert to more "familiar" tactics. While these may vary from company-to-company, or even department-to-department... you might see the status quo in action, in the form of the following:

• Working around problems, rather than fixing them
• Resorting to spin, rather than engaging and managing meaningful conversation
• Focus on broadcast "push" messages, rather than building relationships
• Slapping constraints on the use of new channels, rather than harnessing opportunities
• Staying within the "silo" rather than working cross-functionally to meet customer needs

This isn't the kind of culture successful brands want to reflect to the critical public in emerging channels. This is another reason sticking to a plan, putting in proper oversight, and investing in continuous learning and reputation monitoring (read comments on this post, too!) are critical for success.

It's time for a Reality Check!

Sooner or later, the smoke clears and you won't fool anyone. For the brands that suffer from one or more of the symptoms above... take heart. You don't need to hold up mirrors and a smoke machine to mitigate risk and create positive impressions in emerging channels. It's time to get real about your digital media footprint, and the impression it gives.

Your degree of preparedness is evident to customers online. While some executive leaders may not know the difference between being present and having a presence -- your customers will. Don't need to treat emerging channels like broadcast media - and don't allow ignorant people to narrow the emerging media presence so much, their potential is nullified. You need the right approach, commitment, tools, tactics, communication, expectations and management. That requires education by specialists who understand these channels.

Applying old marketing tactics to emerging media channels is abuse - it hurts your brand, your customers and subverts dynamic channels. This doesn't work in anyone's best interest. These channels work best for building relationships, fostering dialog, promoting good will and generating brand advocacy. Winners know this and adapt!

The truth is -- everybody's watching - and waiting, to see if you'll evolve in to a semi-transparent, customer-centric company, or stay stuck in the stone age. If you don't - people may shift to a brand who does adapt.

You can make digital and social media your friend.
The writing is on the wall. While medium of communication has never replaced other medium of communication, new channels do trigger consolidation and impact use and investment. While we still have signs, print, the phone, and recorded music... we also have television, video, video-on-demand and networked computing. New mediums and channels will continue pave the way to the future of interaction while the old channels continue to serve their perhaps more limited purpose. It's important to remember that emerging channels can work against us, becoming an enemy when they are ignored, abused, poorly managed or misunderstood. My advice? Make them your friends, instead!

For a lot of brands, it's time to work harder to refocus and rebuild what may be a shaky foundation. It's okay. It's still early. Most of us are very forgiving... and often forgetful of past mistakes. After all, we've all made mistakes - especially in the online medium. We all face challenges! Want an honest example? This site design has outgrown its purpose... I'm working on a redesign between client obligations... and I can't move this along fast enough.

Developing a digital presence that matters is so important -- much more than spin, or hype or words. Your dedication to customers and improving the business will translate across the social web in a manner that reinforces trust and builds brand affinity. Companies just have to ditch that saddle, and learn to drive!