I’ve always loved the phrase “Grandmother Research.” It’s a casual approach to gathering input about a topic of interest. The person conducting the survey asks everyone they know about the topic and then forms a point of view that reflects common wisdom. Not very scientific, but probably a good indicator of opinion trends among people you know and trust.

My personal Grandmother Research today is around the topic of social marketing and its adoption among major corporations. I’ve formed an opinion based upon experience in the marketplace and numerous conversations with other practitioners of the art. The common wisdom among this group is this: the sophistication of social marketing is rapidly evolving as the market becomes less experimental and more strategic and integrated in their approach.

Here are five emerging topics that we find interesting and encouraging:

• Engagement. Marketers understand today that engagement is a faceted process that gets better and richer over time. The old one size fits all model is giving way to more personal interaction that is based upon profile information, actions, participation patterns and feedback.
• Community Without Walls. Some organizations are firm believers in engaging in branded community sites while others stick solely to Facebook and other mass social media outlets. Some do both with very little integration between the two, although our research shows that this is starting to change. The best practice is to do both with tight integration between all social assets.
• Reputation Management. The art of rewards and recognition is following the community without walls model. Companies are beginning to understand that they need to aggregate reputation of their members and fans across the cloud. Badges should be present across the full engagement lifecycle; not just on a single property. Likewise, rewards should be tied to activities and contributions throughout the cloud, not as separate programs for each point of engagement. This integrated approach is in the seedling stage, but adoption is growing.
• Advocate Segmentation. All brand advocates are not created equal. Many organizations have forwarded a segmentation model for advocates; the most recognized is probably the one created by Forrester. A few years ago, we did a study for a client where we overlaid nearly 100 of these models and surfaced the four most common advocate types. The four (creators, critics, connectors and collectors) work well as a basic segmentation model for engagement. The trick is to understand your business objectives and aligned social engagement strategy, and then actively recruit the type of advocates who will most constantly help you achieve your goals. Your RepMan system and measurement approach should track levels of engagement by advocate type and provide insights for ongoing recruitment, engagement and campaign strategies.
• Metrics ≠ ROI. Marketers have lots of metrics, but do not know how to efficiently mash-up suites of them so they tell a story. Social engagement has three distinct pillars: feedback, advocacy and support. Each has its own associated set of metrics that come from multiple sources. The industry is starting to “get this” and approach ROI in a way that matters. For example, knowing engagement levels is a metric, but is not necessarily an indication of ROI. When combined with five or six other metrics, however, a story begins to emerge that shows how engagement can lead to revenue growth or to adoption of a more efficient business process that leads to cost savings. Many organizations are still stuck at the metric level, but the conversation is definitely focusing on true ROI.

At ComBlu, we’re excited about this new level of discussion. In fact, much of it coincides with the current work that we’re doing. Part of my Grandmother Research indicates that our growth will come in these very areas. To handle this, we’re always looking for smart people and feel blessed to have just added one such professional, Dawn Lacallade, to the ComBlu team.

As an expert in community strategy, advocate activation, social engagement and social media, Dawn brings added firepower to ComBlu. Her forte is building healthy, thriving on-line communities and integrating social media into the marketing mix.

Before joining ComBlu, Dawn was head of Social Media and Community at Solar Winds, a Network Management Software Company. In that role, she was instrumental in embedding community experience throughout the product lifecycle from innovation to support. Prior to Solar Winds, Dawn held several community positions at Dell, including Manager-Dell Ideastorm and Manager–Dell Community Forums, where she led the evolution from the focus on support forums to a broader integrated community strategy.

As a recognized thought leader in the on-line community space, Dawn is a frequent speaker at industry conferences including Community 2.0 conferences (3 times), WOMMA Summit, Microsoft High Tech Summit, Google Product Management Leadership Summit, Social Media Breakfast, e-Business Conference and guest speaker on multiple webinars. Dawn is one of the founding members of the Community Roundtable and a member of the Social Media Breakfast and the Social Media Club.

Dawn is great; I even think my grandmother will like her!

One of the first things that Sam Palmisano did after becoming CEO of IBM was to do a values gut check. Palmisano felt strongly that a refreshed values system would provide a roadmap for operating differently in a rapidly changing market environment and ultimately complete the transformation process.

The biggest challenge? Despite the fact that IBM was emerging from a long, painful decline and was newly prosperous, people were cautious and suspicious of a new vision. The company needed a way to galvanize people around hope and aspiration as opposed to fear of failure. The company also has a massive, global employee base with widely divergent views.

The answer was a highly innovative process that IBM called Jam Sessions. In a nut shell, the first one started with senior management creating a set of values that were vetted and refined through focus groups and surveys. Then, the entire employee population was invited to weigh in on the list. IBM used social media tools to gather input and analyze trends across the input. Each “value” was the topic of a single forum that was moderated by a member of the senior management team, including the CEO. Employees comments reflected the “good, the bad and the ugly.” Instead of running from the bad and the ugly, Palmisano viewed negative input as a mandate for change. Tags helped sort input, which informed the creation of a new mission and values statement. The company eventually held adjunct Jam Sessions to identify operational roadblocks to adoption of the new IBM way.

If President Obama and the United States Congress could outsource the healthcare debate, IBM would be the perfect partner. Imagine if we “jammed’ the healthcare bill. Each major tenet could be debated over a 2-3 week period and include anyone in the country who wanted to learn and participate. For example, one week, the focus could be “cost reduction”. This umbrella topic could be broken down into several sub topics such as “tort reform”, buying insurance over state lines”, “public option” , “pools”, etc. Before jumping into the jam session, the participant could view content that provides context for each topic. A few experts could debate the pros and cons of each topic and then citizens could jump into the session and comment. Following the “open jam” period, comments could be analyzed and used to create a “mission” for each topic. This mission then would be sent back out and people could give a thumbs up or down for each sub topic. Sort of a mash-up between Yelp, Ideastorm and IBM’s jam sessions.

Congress could augment this online debate with town hall meetings held simultaneously around the country in movie theaters. This approach was used by Buisness Week several years ago for its annual two day business conference. Live speakers were at various venues and teleconferenced to audiences in movie theaters around the country. Interactive devices facilitated audience participation and captured feedback instantly. This opens discussion and participation to audiences with no access to or comfort with online social tools.

The integration of on-and off-line engagement is  a best practices often missed by marketers. In this case, it also provides a very important choice for how to engage citizens.

Congress would then use this feedback to write a bill that reflects the will of the people. This of course has been one of the big criticisms of the current process: the will of the people has gotten lost in the shuffle. Another drawback of the recent debate has been the sheer size of both the House and Senate bills. A Healthcare Jam would break it down and give people an opportunity to learn in smaller bites, participate and “vote”. What a concept. It’s a little bit like “democracy in action”.

Let’s Jam!

Imagine that you are charged with launching a social media program for your product group. You ask your agency to develop a campaign. You think through the risks and rewards and go for it. Now, consider your counterparts in the other lines of business (LOB) in your organization who are doing the same thing. At any given point, each LOB may be thinking about or executing:

· Best practices

· Listening tools and campaigns

· Social media guidelines

· Outside and inside resources

· Platforms and social assets

· Research

· Advocate identification and activation

· Measurement

In fact, here’s the scary scenario: each LOB may be going down these paths separately and independently. At ComBlu, we’ve seen this over and over, and this practice is almost as prevalent today as it was during the wild, wild gold rush days of social media. Let’s think about what this really means.

· Scenario One: Group A wants a listening program and goes out and gets a license for a tool and trains some people to use it. At the same time, another group, licenses an entirely different tool and assigns one person to be the “chief listener”. Yet another group hires an agency to listen and respond for them and a fourth LOB contracts for a huge “listening study”. Yikes!

· Scenario Two: Now, these same four groups all decide they need social media guidelines. They each either develop their own or hire someone to do it for them. The result: four separate, sort of similar guidelines across four different LOBs.

· Scenario Three: Three out of these four groups all buy the same study from Forrester or another respected research firm

· Scenario Four: Two of these groups each buy a different community software platform and later decide they want to integrate their community experiences..

You get the picture. No standardization. No governance. No cost sharing. No knowledge sharing. No Center of Excellence (COE).

Many brands have Centers of Excellence for shared services and resources across their organization. A marketing department might have a COE for interactive, research, experiential, etc. And, a few are starting to add social marketing or social media to the COE approach. They are creating and sharing guidelines for listening and social media interaction, standardizing to a single community platform and listening tools, buying research once, and so on. Some are even meeting regularly to discuss best practices and parse their individual experiences with a vender, campaign or tool. But, here’s an interesting observation: they are not eating the social dog food. For the most part, the COEs are not using social tools to facilitate sharing and conversation about experiences, resources and approaches. They aren’t using rating and ranking systems to review venders or to get a view into planned programs that might provide insights or leverage between divisions, geographies or LOBs. They aren’t creating UGC or aggregating thought leadership information. They aren’t saying: “we’re in the early planning stages of research about XYZ that might benefit others. Let’s form a group and plan and co-fund it.”

One of the missions of ComBlu is to help organizations socialize their business model and supporting operations. We think brands would be better served by taking a COE approach, and using social tools to accelerate and facilitate adoption. The prize? Efficiency, effectiveness, bandwidth, cost savings and

At the end of last year, we were invited by the CMO of a very huge retailer to tout our wares. Our dog-and-pony very quickly turned into a conversation with a lot of probing and debate. At one point the CMO held up my business card and said, “I get about 50,000 of these a year. I throw them in a drawer. What should make me dig through that stack to find yours and give you a call?”

After a few seconds of thought, I replied, “When you want to take your customer relationships from transaction to engagement.” This hit a chord and we left high on the promise that he wouldn’t even throw the card in the drawer.

I’ve since thought a lot about that answer. Marketers throw the word engagement around like Frisbees at the dog beach. It’s a word with lofty goals, implying a rich relationship that deepens and grows over time. By its very nature, engagement suggests a commitment. From the marketer’s perspective, commitment is good; it strengthens customer loyalty, stimulates ongoing conversation and feedback, and results in higher lifetime value. From the customer point of view, commitment deepens the brand promise. The customer develops affinity for the brand because they have a role in how it evolves and grows.

Many brands don’t understand how to truly engage with its stakeholders. They take a one size fits all approach to engaging customers. Few recognize that commitment is not easy. Hiring a team of mommy bloggers is not engagement. Building a branded community isn’t necessarily it, either. Nor is surveying customers, launching a Facebook page or producing a viral video campaign.  These things are simply tactics; they do not unto themselves matter unless they are done cohesively.

Engagement results when you find the nexus of stakeholder needs and interests and your brand’s legitimate role in fulfilling those needs. It requires the recognition that people fulfill their needs in a variety of ways and that your brand is just a part of how they approach a specific part of their life. A brilliant engagement strategy helps individuals aggregate how they approach a special interest or need. The brand thus shows its commitment by truly engaging in ways that are important to its stakeholders.

Next time I get the question about “why should I call you?” I’ll answer a little differently. This time I’d say,” When you want to help your customers pursue, organize and enhance a lifestyle that includes your brand.” We’re way past engagement now; we’re moving towards consanguinity. Ant that’s a tough tie to break.