Blogging

How Forrester is squandering its leadership in social media

Social media experts often chide marketers about control. The experts say that in the new era of social media, marketers need to stop delivering tightly-scripted, one-way messages and start engaging in uncontrolled, transparent conversations with customers and prospects wherever those conversations happen.

That’s why a change in the policies of perhaps the leading voice for social media, Forrester, has bigger implications than it may seem.

Recently, an analyst relations consultancy, SageCircle, broke the story that Forrester management will require its analysts to take down their personally-branded blogs or redirect readers to a Forrester-branded blog.

The most powerful example of one of these personally branded blogs is Web Strategy by Jeremiah, by Jeremiah Owyang, an analyst who left Forrester prior to the policy change. Owyang’s blog is one of the most highly trafficked, most influential social media blogs today, as it was when he was at Forrester.

Another example is Experience: The Blog, by Augie Ray, who is Owyang’s replacement at Forrester. Ray is one of the analysts who will be taking down his blog. (Forrester is quick to point out that it will begin allowing individual analysts like Ray to have their own blogs behind the firewall.)

No doubt, the success of Owyang’s blog is due in part to his former role at one of the most respected analyst houses in the world. And this is the crux of Forrester’s argument in defense of the policy change. Another prominent Forrester social media analyst, Josh Bernoff, who was a co-author of perhaps the most influential book about social media to date, Groundswell, puts it succinctly in his blog post about the controversy: “If you’re creating content for a content company, that company ought to host your blog.”

All of Forrester’s commentaries about the policy change so far have focused on this idea that content companies are special and have a special need to protect their IP—which is words. No wonder they all steer the argument in this direction; it makes it seem like Forrester is the aggrieved benefactor being sucked dry by selfish, ungrateful employees who insist on giving away the IP that Forrester pays them to create—and whose powerful brand opens the doors for them with the sources they need to help create that IP.

I have no doubt that Forrester is a powerful, valuable brand. And I can certainly sympathize with Forrester’s argument about IP. “Information yearns to be free” is utter nonsense uttered by people who don’t know what the hell they’re talking about. Yes, crappy information yearns to be free and is worth what we pay for it, but good information, such as that provided by Forrester, cannot and should not be free.

It takes time, money, talent, and innovation to create good information. No doubt you’ve seen research showing the degree to which most web content leads back to a few, dependable sources like the New York Times—whose reporters do all the work (which, contrary to popular belief, very few people could do even if they had all the time and money in the world) so others can benefit.

So at this point you must be wondering why I am bothering to write this post. Here’s why:

  • Forrester doesn’t take its own advice (no really). It’s maddening that Forrester doesn’t acknowledge the fact that while it actively preaches to clients that they should give up control, Forrester is exerting tighter control over its employees—specifically in social media! Bernoff addresses this offhandedly by saying, “Groundswell says that your employees will be blogging—it doesn’t say that content companies should have their content creators blog anywhere they want.” Oh wait, I forgot. Content companies are different. C’mon. IBM has as much IP to protect as Forrester, if not tons more—and it allows employees to have personal blogs.
  • Forrester controls the message. In another Forrester blog post in defense of the move, analyst Nigel Fenwick acknowledges that there was controversy within Forrester about the change. Indeed, I’ve been a journalist too long not to know that stories don’t get leaked to outside sources unless someone inside the company isn’t happy about what’s happening. What about hearing from people inside Forrester who oppose this move? Isn’t that what social media is supposed to be about? Openness? Transparency? Not from a company that tries to put strict controls on the ways its social media content is cited by others.
  • Forrester is shocked, shocked. Ray tries to spin the controversy in his post by calling it “a minor tempest in the research industry teapot.” The worst way to fend off controversy is to downplay it (as Forrester also regularly counsels its clients). And it insults the intelligence of those of us who are fans of Forrester. As one of the leading lights of social media, is Forrester really surprised that a change in its policies would invite thorough scrutiny? Please.
  • Forrester loses IP. It’s clear that by controlling its employees, Forrester will lose IP in the long run. Big thinkers who have built up personal brands through their blogs will think twice about coming to work at Forrester because they will have to cut that thread (even if it can be reconnected on the other side of Forrester’s firewall).
  • Forrester loses R&D. Forrester swears up and down that analysts will able to say and do whatever they like related to their jobs on their personal Forrester blogs. I don’t think that’s true. Not because I think that Forrester will become Big Brother, but because analysts will police themselves. Places like Forrester are full of smart, talented, competitive people. It’s going to be harder to look stupid and ask for help from behind the firewall. Personal blogs are more fertile ground for testing half-baked ideas than those that have your employer’s logo next to yours.
    I should know; it’s one of the reasons I set up my blog outside of ITSMA’s firewall. I want to be able to experiment fully and freely while reducing my own sense that I could potentially do harm to my colleagues who have given me the time to do this (but who in no way have ever tried to control what I say). I think it’s easier for everyone this way (and it absolutely feels better than when I used to blog from behind the firewall at CIO magazine). If Forrester’s analysts feel the slightest trepidation about posting something on these new personal blogs, everybody loses. So why not just let them start their own? It all leads back to the mother ship in the end—via reports and presentations that are better and more fully informed than they would have been.
  • Forrester loses a piece of its supply chain. I never visited Jeremiah Owyang’s blog posts on Forrester unless he sent me there from his own blog. Forrester thinks that’s a loss for them. But in fact, it’s a gain. Social media isn’t about companies (as Forrester will tell you); it’s about people connecting with one another. Owyang drove more traffic back to Forrester than it ever would have gotten on its own because he was a recognizable, solo voice, rather than one among many. When you lose traffic that way, you lose a valuable piece of your content supply chain—the customers, prospects, and influencers that you need to help develop and sell your ideas.

Look, I love Forrester. For 13 years as a journalist covering IT I was constantly blown away by the quality of the firm’s insights and by the approachable, friendly, patient nature of its analysts. But I fear for the future of the brand with this move.

What do you think? Am I being too hard on Forrester?


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Why the volume and quality of interactions with customers has to pass for social media ROI

Google Analytics - Number Nerd
Image by LollyKnit via Flickr

I wish I could say that social media leads to sales. I really do. But I can’t. And I haven’t encountered anyone else who can either, have you? So when we think about social media ROI, we need to make a leap of faith. We need to believe that more engagement between our companies and the people we want to reach is a good thing that ultimately leads to sales—but down a long, narrow, winding path with a few jumps between cliffs thrown in there.

To make ourselves feel a little more comfortable with this idea, we may need to categorize social media with something whose hazy ROI we’re more familiar and comfortable with: PR.

There have been research attempts made to uncover and evaluate methods for measuring the ROI of PR. But you’re not going to like them.

Jumping through ROI hoops
Techniques include measuring the:

  • Value of impressions. We track the marketing mix (including PR) over time against trends in sales. Lots of variables there.
  • Return on media impact. This is the number of articles or blog posts that mention the product or service measured against the trend in sales. Again, tough to isolate PR’s role.
  • Value of earned media. This is what it would cost to place an ad in a magazine vs. the cost of getting the story placement. The PR cost is usually less and the value is usually larger, but by how much? Old beliefs about the relative value of earned media vs. advertising are all over the map—and probably need to be revised in the age of social media.

But ROI has to be there, right?
Still, we know in our bones that positive word of mouth has a positive effect on sales. We just have a hard time proving it. The only effective argument I’ve heard recently is that we embed calls to action in social media that drive readers to a landing page where we capture their information and start nurturing them as leads. But without good systems for tracking those leads from social media all the way through a sale, it’s difficult and expensive to do. And it leads back to the problem we have with PR. Did the social media impression really lead to the sale?

As with PR, perhaps all we can do is establish that social media was at least a guidepost along that narrow rocky path to a sale.

Volume and quality of interactions
So if you buy that leap of logic, let’s say that blogs are another channel, like PR, in a marketing mix designed to familiarize customers and prospects with our companies and us. And if that’s true, then we should try to increase the volume and quality of interactions with have with customers and prospects through social media, no?

That’s when things start to get easier. We can more easily measure engagement in social media. Especially on blogs.

For this reason, I think we need to think about blogs as the center point of a social media strategy. Aside from the corporate, a blog is the mother ship of social media interaction and content. And blogs are really measurable. In fact, we can do a lot of it for free. Here are some metrics, mostly for blogs, that help build engagement with customers and prospects. Please tell me what I should add or take away. And if you have the magic sauce for social media ROI, please douse us with it!

(For much more on the social media ROI topic, see this terrific list of resources compiled by Robin Broitman at Interactive Insights Group called the Social Media Metrics Superlist.)

  • Connect to your most important keywords. SEO is really a fancy term for constructing your sentences carefully—especially your headlines. If the intention of your blog is to drive traffic to your main website for lead generation, then you should be using the keywords on your blog that matter most on your website. To oversimplify it, if you want to sell more ERP software, you should use keywords like “enterprise software,” a lot on your blog so that Google associates your blog with your company’s area of expertise.
  • Grow the number of influential referral sites. “Owning” a keyword term in Google searches is nice, but building traffic to your blog through references on other blogs and websites is the key to sustained, long-term growth. Obviously, the more influential the referral site the better. But we’re not talking just sheer numbers here. For example, being listed on the blogroll of a highly respected blogger, analyst, or journalist not only generates traffic; it also establishes you as an authority among the people who care most about the subject you’re blogging about. That authority begins to have exponential effects over time. You and your posts are referred to more often as the network of referrals grows. The growth in traffic then confers its own authority—you get lots of visits so you must be smart. It becomes a virtuous cycle.
  • Don’t forget the outbound links. We all tend to obsess over the number of mentions with get in blog rolls or our influence rank in Technorati. But we often don’t stop to think about whether we’re linking to anyone else’s blog. One of the cornerstones of social media is sharing. Be generous with links to other blogs and websites and others will return the favor and build your traffic for you.
  • Understand the location of your audience. In Google analytics, you can drill down by country—even by city—to see where your traffic comes from. Comparing the geographical distribution of your blog to your company’s website should give you a sense of whether your blog is hitting with the same areas of the world as your website. It could also reveal potential new areas of focus for your salespeople.
  • Measure endurance. Good blogs hold people to the page they’re viewing. So time spent is metric to track to see if people spend more time reading over time. Bounce rate is a good metric for websites because it helps show whether people are finding what they’re looking for. But it’s not so good for blogs because blogs generally only have one or two pages—a page for the posts and a page for “about me” or “contact me—so the bounce rate is going to be higher for blogs by default. You read the post, you leave. Google analytics also has a metric for loyalty—the numbers of repeat visits over time—that shows whether people are sticking with you.
  • Find and nurture your VIPs. It’s hard to measure the number of people who care about and are really influenced by your blog. So I apply the old subscription model. If people care enough to want to know when your next post comes out, they are engaged. If they also comment on your blog, they are friends. Make a list of the people who subscribe to your blog through RSS and e-mail and match them up to your comments. Those who both subscribe and comment regularly are your VIPs. RSS+comments=VIP. These are the people who matter; they should receive responses to all their comments and an e-mail thanking them for being such a valuable collaborator. If they happen to also be customers, then all the better. But just don’t try to sell them. They know where to find you.
  • Use Twitter for blog PR. If Twitter isn’t one of your highest-ranking referral sites, you’re not using it properly. Twitter is the logical front end to a blog post. It’s where you distill the post down to a nugget and put a link next to it. There are even tools like Tweet This, that can be set up to send a tweet based on the title of your post automatically. Or a tweet can be the inspiration for a blog post later on. Regardless, blogs and Twitter accounts should be joined at the hip, because Twitter is a powerful traffic builder to blogs.
  • Use URL shorteners to gauge subject interest. By using a URL shortener like bit.ly within a Tweet, you can track how many people click on the content link you offer in your tweets. Sure, the language of your tweet counts in building interest, but if you link to content that is directly related to your tweet, it’s a good gauge of how popular the subject is among your followers.
  • Use social networks as water coolers and newsstands. LinkedIn and Facebook have groups where you can post elements of your blog post as a question, or post the entire thing as a news item. Track the number of comments and views to the things you post. The numbers aren’t too big here generally, as the group tools on these sites are crude and many group leaders don’t spend much time filtering out the self-promoting jerks that litter these things with spam. But it’s a way to expose your blog to new faces and engage in dialog away from the blog.
  • Build cross-referencing across social media tools. No social media tool is an island. All should cross-reference each other at every opportunity. So for example, your blog comments on other’s blogs should contain your Twitter handle and a link to your blog. The communities you belong to should all Your LinkedIn profile should display your most recent posts and tweets, and your blog should display all of the above. There’s no real way to measure all this from what I can tell, but it isn’t hard and it can’t hurt.
  • Embed and measure calls to action. If we can get people to a landing page, we should. Social media offer plenty of opportunities for doing that. And sometimes social media becomes the end in itself. For example, the landing page could be for a LinkedIn group you manage rather than the traditional white paper, newsletter, or Webinar. Social media gives us ways to build relationships with customers that white papers or newsletters can’t.

What do you think?

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Top B2B marketing posts for 2009 (hint: social media)

Who says B2B marketers are lagging in social media? If they are out there, they aren’t reading this blog. Of the top ten posts on my blog this year, only one did not involve social media. Though I’m supposed to be an objective researcher, I have to admit bias here. I think the social media phenomenon is the most exciting and important thing to hit communications in my lifetime. So writing about this stuff is fun. I hope you enjoy reading it as much as I do writing it.

Thank you so much for your comments, links, and tweets this year. I’m happy to say that traffic to my blog has quadrupled (I’ve gone from a D-list blogger to a C-list, I think) in 2009 thanks to you. I look forward to collaborating even more in 2010. Have a happy and safe New Year!

Check out these top posts if you haven’t already:

  1. Six factors driving B2B social media marketing adoption
  2. The four components of social media management
  3. Want proof that the C-suite is into social media? Here it is.
  4. How to create B2B social media policies
  5. Why B2B marketers hate social media
  6. Social media strategy for B2B: what’s required and what’s optional
  7. Why bother with thought leadership? Five questions and answers.
  8. Eight reasons to monitor social media and a list of tools for doing it
  9. Where should your corporate blogs live?
  10. Why B2B marketing will become more visual, vocal, and mobile

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How to create B2B social media policies

One of the cornerstones of a social media strategy is having a clear set of corporate social media guidelines or policies. The best documents don’t just tell employees what not to do; they also tell them what they should be doing to further the marketing goals of the company. Here are some recommendations based on a cross-section of social media policies from B2B companies, including social media policy examples from some leading B2B companies. (Thanks to Kent Huffman for giving me a great starting point for this post):

Invite employees into the process. Employees will feel much more comfortable adhering to policies if they feel that they have had a voice in shaping them—as IBM’s and SAP’s employees did. But don’t provide them with a blank slate. Develop a draft that corporate and legal are comfortable with to make sure all the bases are covered. IBM and SAP put their draft guidelines on wikis, where employees were invited to make comments and suggestions.

Reference the employee code of conduct, if you have one. The code of conduct is the “umbrella policy” for your social media policy; it does the heavy lifting for the more serious aspects of employee conduct (e.g., obey your local laws, behave ethically, etc.) so that your social media policy can focus on the specific issues that arise from social media.

Determine a policy for direct contact with key influencers. For example, some companies allow employees to communicate generally to the social sphere but require that any direct communications to analysts, the financial market and/or members of the media must be conducted only through corporate communications.

Require a disclaimer—and provide the boilerplate. “This [Choose. Blog, Space ...] is the personal [Blog, Space …] of [Name] and only contains my personal views, thoughts and opinions. It is not endorsed by [X corporation] nor does it constitute any official communication of [X corporation].”

Require that any use of the company logo or name be approved. Disclaimers aren’t enough if the blog is plastered with company logos or the company name is part of the blog title. It should be clear that this is a personal effort, not a corporate one.

Have a “don’t be stupid” clause. Guidelines are not guardrails. People need to know that taking personal responsibility for their actions is the best guideline of all. Here’s an example from one company’s policy: “Please be aware that, although [X Corporation] is providing you with these guidelines, the overall and final legal responsibility for any statement made by you will reside with you personally. Therefore, you should exercise caution and thoughtfulness to statements you make online.”

Spell out what stupid means—both internally and externally. Being sure to include the “including but not limited to” phrase, make sure employees know that blogs are not for communicating policies to other employees, negotiating with third parties, or releasing material information about company strategy or financials (or as Sun puts it in its social media guidelines, “it’s not OK to publish the recipe for one of our secret sauces”).

Encourage openness, honesty and transparency. The social media sphere punishes people who don’t disclose their affiliations or pretend to be someone they aren’t (e.g., the Whole Foods CEO using an alias to bash competitors or the Wal-Mart bloggers who didn’t disclose that they were being paid by the company). Require employees to disclose their affiliation with the company at all times and avoid using aliases.

Encourage community through sharing and attribution. Social media is not just a place for broadcasting opinions. Employees should be encouraged to become part of the community by doing research and linking to other relevant content—not just their own.

Separate opinion from fact. The best retort to criticism is factual evidence to the contrary. But employees need to check those facts for accuracy and attribute them rather than passing along something they aren’t sure about.

Demand respect in all interactions. When people make nasty comments in social media it’s tempting for employees to respond in kind. But bad behavior inevitably makes its way back to the brand, while good behavior demonstrates that a company is able to handle negative feedback gracefully and builds empathy. Make it clear: no disparaging remarks about third parties—ever.

Remind them of their day jobs. Employees are not doing the best thing for the company by letting social media take over their workdays. Emphasize quality rather than quantity in social media interactions.

Encourage them to write what they know. Employees may feel passionately about the possibility of life on other planets, but unless they work for NASA, it’s probably not worth getting into on a blog.

Provide a channel for questions. No matter how good your social media guidelines are, employees are going to have questions—especially those who are new to social media. The guidelines should include a place to go for advice. For example, Cisco has an e-mail alias called “internet postings” where employees can get help.

Ditch the legalese. Social media is supposed to be fun, informal, conversational and open. Take whatever language legal gives you and translate it into English; otherwise, you risk scaring off or offending employees.

Make it public. Nothing demonstrates your openness and commitment to social media more than making your policy publicly available. Big companies like Cisco, HP, IBM, Intel, SAP, and Sun, all do it. Invite comments and update the policy as needed. Making your guidelines public also gives you license to borrow from others (ask permission first and give credit where it is due).

Here are links to the best examples of B2B corporate social media policies that I found:

Also, check out the non-profit Social Media Business Council’s Disclosure Toolkit

Sources: Kent Huffman, Cisco, HP, IBM, Intel, SAP, Sun.

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Where should your corporate blogs live?

Earlier this year I surveyed B2B marketers about their approaches to corporate blogging. Their strategies take two basic approaches.

Onsite. These marketers take a direct role in finding and supporting internal bloggers and in helping them develop content. The blogs are an integrated part of the corporate marketing strategy and are usually hosted on the corporate website. Most say that they try to suggest topic areas that fit with the company’s overall thought leadership strategy.

Offsite. Whether through choice or through necessity, these marketers take a more hands-off approach—the “let a thousand flowers bloom” approach. They encourage subject matter experts to blog, track what they write about, and offer blogging guidelines and help when needed. They do not set up or tend corporate blogs. The subject matter experts have independent blogs or speak through third-party platforms like Linked-In, etc.

I don’t think that one approach is necessarily better than the other. But I’d like to hear your opinions. Here are some strengths and weaknesses of both approaches.

Onsite advantages:

  • Built-in traffic. It can takes years to build enough word-of-mouth to build a marketing worthy audience for a blog. The corporate homepage can direct a fire hose of traffic to the blog from the start.
  • Integration with other marketing. Blogs are only part of a thought leadership marketing program. Surrounding the blog with links to other sections of the site gives the blog credibility and helps build interest.
  • Brand respect. Impress visitors by having a summary page of your blogs set against the corporate backdrop.
  • Incentives for bloggers. Being on the corporate site is a good way for bloggers to raise their visibility inside the company and promote their careers. It’s also easier for marketers to justify spending their time supporting bloggers when the blogs are on the corporate site.

Onsite disadvantages:

  • Suspicion. You can’t have a disclaimer on your corporate-hosted blogs. Readers will assume that corporate bloggers will sanitize their opinions and do what they can to promote their companies. That runs counter to the spirit of the best blogs. Of course, a good blogger can break through that suspicion with content that is interesting, unbiased and altruistic.
  • Content inflexibility. Bloggers will feel more irresponsible taking flights of fancy on their corporate-sponsored blogs than on their own personal blogs. And visitors will frame their expectations of the blogs through the expectations they have of the company. For example, visitors may not feel that an executive from a computer networking company should be writing about tangential topics, even if he or she is qualified to do so.
  • Technology inflexibility. Corporate websites are complex beasts that are difficult and expensive to change and require going to another department, IT. Meanwhile, social media technology is changing constantly. Corporate-hosted blogs won’t be able to take advantage of the latest social tools that complement blogs without going to IT and getting some custom coding.
  • Life sentence. It looks bad when corporate-hosted blogs shut down unless there are others to take their place.
  • Failure runs deep. A bad blog with little traffic and no comments reflects badly not just on the blog but on the corporation hosting it.

Offsite advantages:

  • Resource savings. Letting bloggers do their own thing requires little support from marketing. A blogging policy is generally enough.
  • A degree of separation from mistakes. Gaffes by independent bloggers generally don’t lead back to their employers.
  • Thought leadership farm team. Marketers can spot and encourage budding subject matter experts and re-purpose their content as thought leadership.
  • Half-life is less important. Independent blogs can appear and disappear without reflecting badly on the blogger’s company.
  • Technology flexibility. Independent blogs can take advantage of new technology quickly and easily, because most independent platforms are built on standard internet technologies.

Offsite disadvantages:

  • Building traffic takes longer. The search engines don’t pay much attention to blogs with little content. Building up that foundation of content takes time.
  • No integration with marketing goals. You take what you get with independent bloggers. You can’t pick the topics.
  • Limited incentives. Marketers won’t be able to do much for their independent bloggers.

What do you think? How are you handling your corporate blogging strategy?

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Three steps for B2B marketers to build a personal social media presence

In my last post, I hope I convinced you why you should establish a personal presence in social media even if your company hasn’t done so yet. That was the why of social media.

This time, I’d like to concentrate on the how. I’m going to attempt to explain it by humbly offering my own initiation into social media as a guide. When I despair at ever mastering all the social media tools that exist out there, I remind myself (as I hope you will) that at its core social media is all about communication and that marketers are all expert communicators. We’ve already mastered the hardest part; the tools are something that anyone can learn.

In pursuing a personal presence in social media, I had it easier than you will. My job is to learn about how to become a better B2B marketer and to share what I learn with others. You may have to adopt a more split business personality (and do more work). You shouldn’t just get involved in social media to the extent necessary to do your day job. To get better, you should think of yourself as part of the emerging guild of B2B marketers in social media. You stand a better chance of learning more about how to accomplish your goals at work if you can engage with a community of people that face all the same challenges you face.

I think of Paul Dunay as one of the model citizens of this online B2B guild. Paul has been a B2B marketer for years for companies like BearingPoint and Avaya and has accomplished quite a bit with social media in those jobs. But his personal presence in social media is based on sharing best practices in B2B and social media generally—there’s nary a mention of his company or his day job.

So now that we have established your personal social media goal—to be a valued member of the online B2B marketing guild—let’s talk about how you go about building your presence.

I approached my initiation by thinking of it broadly in terms of communications rather than specific tools—because the sheer number of social media tools is overwhelming. There are three broad ways that marketers use social media (I go into these in more detail in this post):

Step 1. Monitor

Monitoring is finding and tracking the conversations that are occurring about B2B marketing online. Monitoring is the foundation of your personal presence. Before you can begin talking, you have to listen. You need to identify the most important influencers in you market and track those conversations.

Pick an RSS tool. One of the best ways to start is with RSS. There are a million tools out there for doing this, and you can integrate RSS feeds into your browser but I find that cluttered and distracting. I use SharpReader, which is free and open source and lets you scroll through headlines without having to read individual items, which saves a lot of time.

Now, I have to admit that I’m not a diligent RSS follower. I mostly use it as a platform for determining the blogs I like best and then follow them through good old-fashioned e-mail (the tool that most bloggers use to do this is Feedburner). SharpReader is more a reference database for the blogs that I like rather than a day-to-day tool. But it’s nice to have them all in one place.

Pick blogs to follow. Here are some important B2B blogs that I track:

Here are some important social media blogs that I track:

There are tons more blogs out there, but I’m picky. I’m interested in good guild members who think and are willing to share.

Use Twitter for monitoring. Another way to monitor the online B2B marketing guild is through Twitter. Twitter is a fantastic tool for learning and sharing, as I explain in this post. “Following” is a non-threatening way to build up your network of contacts without having to know any of them. To me, it’s the missing link between monitoring blogs and connecting with people through social networking sites like LinkedIn and Facebook. I’d like to be able to connect with more B2B colleagues through LinkedIn and Facebook, but sending invites to people who I only know through their blog posts or their professional credentials seems incredibly presumptuous. I won’t do it. And the few times I’ve accepted invites from people on this basis I’ve usually lived to regret it. Either we turn out to have nothing in common or they try to hit me up for work.

But Twitter lets you start to build a professional relationship without getting in each other’s face. It’s like being at a cocktail party where you see a circle of people having an interesting conversation that you can just break into—without having to know any of them or having to say something interesting. You can just listen. Even better, you’re able to send those people a signal that you think that what they have to say is interesting enough to follow. And that can be a nice ego stroke for them (if they don’t already have 40,000 followers). If they follow you, then you can start to build ties through re-tweeting and direct messages.

Pick a tool for managing Twitter. As soon as you join Twitter, however, you’ll realize how poor the site is for managing your Twitter presence. You’re better off getting a dedicated tool that lets you manage the flow of information. Here again, there are a bunch of tools available, but the one that works for most people is Tweetdeck. It’s a nicely designed dashboard that lets you create columns for different categories of tweets. For example, I have a column that does a running search for “B2B.” It’s a great source of content and for people that I may want to follow. By default, Tweetdeck has columns for tweets by the people you follow and for any direct messages (messages that only the two of you can see, not your followers) that you receive from people. The best way to figure out how to use Tweetdeck is to hover your mouse over the image that comes with each tweet you receive. You’ll see options for reply (send a message to the twitterer that everyone following you can see), re-tweet (you think the tweet you’ve received is cool so you’re sending it out to all of your followers), or send a direct message.

I started by following the bloggers I like, as well as friends and colleagues. You will find that as you start tweeting (make sure your Twitter bio mentions B2B and marketing somewhere so that people can find you through Twitter search) people will just start following you. You can accept their follows or reject them (there are many spammers out there). But finding people is tedious and time consuming.

Tools for figuring out whom to follow. Of course, there are tools for making searching for people to follow on Twitter less painful. I use a free tool called TwiPing that lets you see who is following others in your network. So for example, if you decide to follow me (@ckochster—Twitter names always have the @ in front of them), you can use TwiPing to show you all the people who follow me. You can “mass follow” my followers to instantly build up your network, or pick through the contacts individually (their bio information is included). Other good tools for bulking up your network include:

  • MrTweet—Recommends people based on direct interactions that your followers have had with others outside your network.
  • WeFollow
  • Twitseeker—Find people based on the subjects they twitter about the most.

For more Twitter tools than you could ever possibly use, check out The Ultimate List of Twitter Tools.

I don’t believe a bigger network is necessarily better. And don’t go nuts with following others. If you follow many more people than follow you, everyone might start to think you’re a spammer. I think following between 100-200 quality B2B twitterers should give you enough to think about. (For more on Twitter etiquette, see Twitter Bible: Everything You Need To Know About Twitter.)

Step 2. Engage

When you are ready to move beyond reading others’ blogs and tweets, you can start to engage as an active member of the online B2B guild.

Use Twitter to engage through linking. Twitter is a great way to engage because the 140-character limit means that Twitter is for linking, not thinking. As you dig through the blogs, newsletters, online publications and other things you read regularly, twitter the stuff you find interesting and add a line or two of commentary. The quality of your followers will go up, because they can see what you’re interested in through your tweets, and you’ll be able to engage in more direct dialog with the members of your Twitter community. Be sure to get an account at Ping.fm so that when you twitter, you can automatically have your tweets show up on the other social networks of your choosing.

Transfer Twitter relationships to LinkedIn and Facebook. After you’ve created a link with someone on Twitter (they follow you, too) and you’ve exchanged a few direct messages, you have an excuse to invite them to connect on LinkedIn or Facebook so that you can getting to know one another better. There are all sorts of opinions about whether LinkedIn or Facebook is better for business contacts. Facebook is quickly crossing over to business from its beginnings as a personal network. But for now, LinkedIn is still considered more appropriate for business networking.

Join LinkedIn and Facebook groups and answer questions. Perhaps more important than building up the number of your connections on LinkedIn and Facebook is joining groups of like-minded professionals and engaging in conversations and answering questions. For example, we just happen to have an ITSMA group on LinkedIn that you can join. You can post news articles, ask questions, and answer other peoples’ questions. Other B2B-oriented groups on LinkedIn include:

Step 3. Manage

Managing means that you take an active role in creating conversations and fostering a community. Here are some ways to do it:

Decide whether to do a blog. I’d recommend against it unless you write regularly as part of your day job. Obviously, writing is hard. Worse, there are a million marketing blogs out there already. To stand out, you really have to think and contribute unique ideas. I’ve been blogging for years, beginning when I was at CIO magazine, and I still find it difficult after all these years.

But there really is no better way to serve the guild than to start a blog. If you’re worried about having enough to say, create a blog designed to be a service to your readers. Some blogs thrive by being filters rather than thought leaders. They summarize content from other blogs and thread multiple external posts on a topic together to add more context and meaning. They also assemble subject-specific lists of content and update them as needed. A good example of this kind of blogging is Junta42, which has a post called 42+ Social Media Tools that is regularly updated with contributions from readers. These lists are great traffic drivers and make their creators very popular among guild members (who often do most of the work in the end!).

If you decide to take the plunge and start a blog, WordPress is the way to go. It’s free, open source, and incredibly rich. It has blossomed from a blogging tool into a full-blown website content management system (in fact, it is now the content management system for ITSMA.com)—though it’s still incredibly easy to use for newbies. WordPress also has a great support community. I was able to get this blog up and running in less than one hour.

Start your own online group. Besides creating online communities in business-oriented third-party hosted social media venues like LinkedIn, you can also start guild-related wikis. Wetpaint offers a nice free wiki.

Regardless of where or how you start your own group, be prepared to invest a lot of time and content. Research shows that even in vibrant online communities, fewer than 10% of members contribute any content and fewer than 2% take an active role in starting and leading discussions. For now, you’re better off taking advantage of the scale of a LinkedIn or Facebook to draw attention to your group and build it than trying to create a community on your own.

If you work in a big company and would like to be a good guild leader for your internal marketing colleagues, you should check out Yammer. Many companies are having great success using Yammer as a kind of guerilla knowledge management system.

I hope this post is helpful. It is offered in the spirit of the guild. I hope you will comment and add in your suggestions to help B2B marketers build their personal presences online. I will update the post with new links as I get them.

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Why Twitter is for old people

Like many, I’m a late convert to Twitter. I avoided it for defensive reasons. I’m one of those boring people that eats the same thing for lunch almost every day. So I figured I wouldn’t have much to twitter about. I also figured that Twitter would appeal mostly to young people interested in flirting with one another in 140 characters or less.

But then I tried it and I realized that the hidden power of Twitter is in another kind of human appetite: learning.

Twitter doesn’t just add another one of those annoying Web 2.0 verbs to the English vocabulary (by the way, the co-founder of Twitter, Biz Stone, says the correct form is “to twitter”) it adds new meaning to an oldie: to follow.

Now for an old fart like me, the concept of following someone in Twitter has a much different context and meaning than it might for, say, my daughter, who is a tween and is not on Twitter. To someone her age, the concept of following immediately conjures up the issue of personal relationships—who you hate and who you like—and status—who is popular and who isn’t.

Viewed in that context, my reaction to Twitter is the same as her’s: “Yuck.”

Follow to learn
Thankfully, adults have another context for developing relationships: communities of learning. And it’s in this sense that Twitter is a goldmine for B2B marketers. Think about it. You can seek out the best thinkers in marketing—people that you’ve paid money to go see at conferences—and listen to what they have to say anytime, for free. I quickly discovered that I didn’t have to twitter about my lunch (PB&Js most days—hey, I’ve loved them since I was 5 (see how boring this is?)) and that the people I want to hear from aren’t doing that either (though the air travel tweets get a little old—travel twittering seems to be one of the few “what I’m doing now” things that people feel is worth telling everyone about, perhaps because people generally think that traveling demonstrates importance and coolness and also because its something that some people just do an awful lot of).

The two subject areas I’m most interested in in my role at ITSMA are B2B marketing in general and social media in particular. I started following people whose blogs I like in those areas and things took off from there.

An entrée to the cocktail party
The wonderful thing about following (in the business context) on Twitter is that it’s like being at a cocktail party where you see a circle of people having an interesting conversation that you can just break into—without having to know any of them or having to say something interesting. You can just listen. Even better, you’re able to send those people a signal that you think that what they have to say is interesting enough to follow. And that can be a nice ego stroke for them (if they don’t already have 40,000 followers).

Indeed, I was surprised to see that some well-known social media and marketing experts who I think have interesting things to say followed me back after I followed them. Very cool. It gives me a way to gradually get to know them and for them to get to know me—and it’s an ego stroke to think that they might actually think I have something to teach them (or they could have their Twitter accounts set up to automatically follow those who follow them). But if they don’t follow me, who cares—it doesn’t have the same social weight attached to it as getting snubbed by the popular kids in middle school (not that that ever happened to me). Nobody knows but me. And I still get what I want most out of the relationship, which is to learn.

And I’m learning a lot. Twitter for business fills a learning gap that blogging used to fill but from which most good blogs graduated from early on: linking. I don’t think much of blogs that just post links to other stuff, unless the links are organized into useful lists, which take time. I think blogs are for thinking, not linking.

But Twitter is limited to 140 characters, so linking is pretty much the only way to add real value. And now when I do my morning research and find something interesting—but not interesting enough to spark a full blog post—I can twitter it so that others can learn what I’m learning.

Create your own ad hoc community
And to my relief, that’s exactly what others are doing with Twitter, too. Like any good social media tool, Twitter’s foundation is conversation and community through sharing. I’ve already developed what I think is a powerful network of B2B and social media thinkers that is in essence an ad hoc online community.And I have lots of people working to build that community for me. As I follow more people and more people follow me, I get constant suggestions for new people to follow who I’ve never heard of before but who have interesting things to say.

There is a nice spirit of sharing among the people I follow that is self-perpetuating and contagious. For example, after shamelessly sucking content from the people I was following for a few days, I started to feel an obligation–and a challenge–to start contributing. There’s an element of competition driving this, too. You start thinking, hey, I can find some cool stuff too, you know!

Linking to learn
I immediately started to feel a responsibility to start Twittering links that I think could help others in my position. The news, advice, and references I get each day from my Twitter “friends” is better than any Google news or blog feed. Furthermore, by seeing the occasional comments about the links, I can start to develop a point of view about the content.

Every B2B marketer interested in learning more about their profession should have a Twitter account. It’s the first step to creating a personal social media platform. More about that next time.

Have you tried Twitter yet? Tell me about your experiences so far.

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Blogs Don’t Build Revenue, but They Can Destroy It

This opinion was offered to me today by a marketing pro: “I would love to see stats showing that a corporate-sponsored blog built business,” he says. “But I haven’t seen any evidence of it.”

His company has a few corporate blogs. And they are done right. They are not written by blowhard corporate executives or by PR people but by people who actually make the products—in this case, software—and have the most legitimate voice with customers. But the bloggers have not had a demonstrable impact on sales. “At this point, we don’t encourage or discourage blogging,” he says. “If employees want to do it on their own, then great. But we don’t see it building business for us.”

Of course, you could argue that his sponsored bloggers aren’t good writers, or aren’t picking the right topics, but other b2b marketers I’ve spoken to echo this marketing executive’s opinion.

This is not to say that these executives think blogs have no impact on business at all. On the contrary, they think blogs can have a big impact. But they see the impact almost entirely on the negative side of the ledger. As in bloggers saying nasty things about their companies or products that resonate legitimately with customers (the kiss of death is the reader comment to the blog posting that begins “You know, I hadn’t thought of it that way before. You’re right…”). Or bloggers who discover a flaw in the product that gets picked up by the trade or general press.

This marketing executive doesn’t invest much in writing or promoting his own blogs, but he invests quite a bit in the people and processes necessary to track what other bloggers say about his company and his products. “The vast majority of blogs are positive and the bloggers are generally nice people,” he says. “But what if one of them goes home this weekend and discovers a problem in our products that we hadn’t seen and the press picks it up?”

He monitors the blogosphere carefully and assigns software developers to track particular blogs and influencers. He says compliance isn’t a problem. “These developers become attached to the products they work on and care deeply what people say about their code,” he says. He also has an escalation process for pushing issues around the company to the people most qualified to respond to them (all practitioners, not PR people).

It should be a wake up call to all of you who are taking a wait-and-see attitude on blogs. You can avoid sponsoring your own blog—for now, anyway—but you can’t avoid tracking what others are saying about you and having a process for engaging with critics. If you are ignoring the blogosphere, you do so at your company’s peril.

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Why blogs should be personal—even if they are corporate

I don’t hold out much hope for the future of corporate blogs. Most customers won’t read them because they won’t trust them. Companies exist to sell things and make money and the people who work for those companies are paid to further those goals. We humans are tribal, and our tribal loyalties always come first. Readers understand this and operate from the presumption that corporations are going to have a bias toward making themselves look good and getting their agreed upon message out. Discerning exactly how biased a given corporate blog is—and how much of the total puzzle of information the reader may be missing by not going elsewhere—takes too much time and energy.

This is why we have journalism. Readers don’t have to do as much work to determine the motivations of the writers. Regardless of whether you believe that journalists are inherently biased, the business model and the tribal bond that holds journalists together is that they are supposed to sample the entire field and report what they hear. Otherwise, they will earn the wrath of their readers, bosses, and peers. There is tribal pressure not to take one person or company’s word for it. I would much rather read about Microsoft’s corporate strategy in the New York Times or see it on Fox News than read it in a corporate blog from Microsoft.

The relevance of blogs is that they are personal. That’s why corporations can’t do them well. As an employee of the company, you would never want to take a controversial stand on something in the corporate blog without first figuring out whether it accurately represents the opinion of your tribe. That’s why corporate blogs will never be risk-taking enterprises. They will be press releases for broader consumption.

That’s not to say that corporate blogs won’t be controversial. The numbing lack of controversy in the blog posts themselves will be in stark contrast to the comments about the posts. Take for example this innocuous post about GM’s new Pontiac G8. It’s written by one of a number of rotating authors on GM’s blog that include Bob Lutz (yet another issue for readers—whose voice really represents GM here and whom should we trust most?). This time it’s Adam Denison, GM’s Coordinator of New Media. And guess what! He really likes the G8! He congratulates Pontiac on building “an amazing car!” You know, maybe he really believes that. But it’s harder for readers to figure out his genuineness than to go elsewhere—or to point out their concerns in their comments. Like this one:

Adam Denison said: “So congratulations to Pontiac for a building an amazing car that is sure to be the brand’s flagship performance sedan. Great work Pontiac!”

Mr Denison,
Aren’t your congratulations misplaced? Correct me if I’m wrong, but isn’t the G8 only a rebadged Holden Commodore SS? Isn’t it a bit of a stretch to congratulate Pontiac for an amazing car when there role was little more than to put different badges on it and move the steering wheel to the left side?Shouldn’t the congratulations go to the Holden team who actually conceived and designed the car?
It’s a smart idea to bring the best models from GM’s overseas partners to the U.S., but credit for the design should go where it’s due. Wouldn’t you agree?Regards,Gary Dikkers”
Denison responds to other comments in the blog, mostly to correct errors in specifications and to urge readers to visit showrooms. But he doesn’t comment on this one. And that’s because he can’t. He may have an opinion, but likely GM hasn’t formed a tribal opinion about how to deal with the Oz issue. At least the comment wasn’t wiped off the blog, as other corporations have done.
For a corporate blog to be effective, it can’t be what we currently conceive of as the corporate blog. There needs to be a layer of separation between the corporation and the blogger or bloggers. The layer of separation gives the blogger and the corporation an out. For example, when the folks at ITSMA asked me to take up the blogging reins of my predecessors, my boss, Julie Schwartz, our senior vice president of Thought Leadership, suggested that I start my own blog rather than an ITSMA-hosted blog. Her suggestion stemmed in part from her knowledge that blogs are a lot of work and that the people doing them deserve some personal recognition for their efforts. She also knew that having a personal blog would motivate me more than doing one hosted by the company.

Julie’s has many smart ideas, but this one really intrigued me. I think blogging about marketing from an independent position benefits everyone involved. It lets me feel more emboldened to be personal and opinionated, and it gives Julie and Dave the ability to rightfully point out that stupid or incorrect things I might say are not necessarily reflections of their or ITSMA’s opinions (that was a shameless disclaimer in case you didn’t notice). I mean, let’s be real here. They don’t have the time to look over my shoulder while I blog through a corporate vehicle, so why not make that clear to everyone from the start?

I think this is where the corporate blog is headed. One of the models for my blog is Paul Dunay’s “Buzz Marketing for Technology” blog. Paul is a marketer for consulting company BearingPoint, but his blog is his own. He blogs on topics that interest him and his follow B2B technology marketers. It’s hard to discern any BearingPoint influence on his blog, and he puts a disclaimer on the front page absolving the company of any link to what he says. My work as a reader is lessened. Sure, Paul may be somehow advancing the corporate goals of BearingPoint through his blog, but as a reader I know he can’t hide behind the corporation or suddenly give way to someone else to do the talking. The result is that he looks smart and genuine, and, by extension, so does BearingPoint.

And that’s all corporations really can ask for from a corporate blog. The point is not to get a message across anymore, it is to engage people who are, or may someday be, customers, peers, or partners in a dialog—not with the corporation, but with smart people who want to help.

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Why I'm doing this

I’m viewing this blog as an experiment, as I think anyone blogging these days should. I’m convinced that this stuff is going to change very quickly over time, and I want to keep an attitude of experimentation at all times. Plus, I know that marketers—especially B2B marketers who will be the focus of much of my writing—are just getting started with social media and are confused about how to make it serve the traditional marketing goals of awareness, trust, and loyalty.

So I’m going to beg your indulgence while I write about my experiments with these new media. I will of course also include the research, best practices, and thoughtful opinions of those I encounter as part of my day job—as Associate Director of Research and Thought Leadership at the Information Technology Services Marketing Association, ITSMA.

Pardon more indulgence. Here’s more information about me: I am currently paid to learn and write about B2B marketing in the technology industry. I have a hard time imagining what could be more rewarding than being paid to learn about something—anything. As for writing, the rewards are obvious—50 gazillion bloggers can’t be wrong.

The kind people giving me money to learn are Dave Munn, CEO and president of ITSMA, and my direct boss, Julie Schwartz, senior vice president of Thought Leadership for ITSMA.

This blog will be about what I learn about marketing, my interactions and conversations with marketers in general and ITSMA members in particular. I prefer to think rather than just link, and will try to do that in everything I post. Point of view is more important than frequency. For that reason, I will not be the most prolific blogger in the world, but like my readers, I have a day job.

I have done this before. I blogged for about three years at my previous job, as executive editor at a technology trade magazine called CIO. I had a blog called “Koch’s IT Strategy.” The web people hated me because my blog posts were rarely less than 1500 words. But the longer ones got all the comments and were more fun to write. So I’m going to keep doing it that way.

I have spent most of my career in journalism, but it was interrupted for a few years by a stint as a marketer at a now-defunct consulting firm called CSC/Index. I did what they now call “Thought Leadership Marketing”: Developed and wrote case studies, ghost wrote articles for consultants, helped develop consulting content and edited publications. So I know something of what B2B marketers go through. I’m on a quest to understand the rest.

If you’ve gotten this far, I have earned the right to tell you about my other work experience, which is as a founding editor of a now-defunct consumer magazine about cycling, called Bicycle Guide. It was my first startup experience (my second was starting a bike touring company that took Americans to view the Tour de France bike race-so you can see how cementing I am about this stuff) and gave me a chance to learn and write about a sport I love more than any other. You will probably see postings somewhere on this blog about cycling.

You can see more about me at LinkedIn and Facebook.

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