Social Networking and CRM

Social networking in the workplace has long moved beyond the concept of frivolous, into the background environment of what people do during their days. Corporate culture doesn’t yet acknowledge networking to be as essential as email, say, but the change is happening, incrementing daily.

At Dovetail Software – given our development emphasis on support tools for Clarify CRM - we tend to see the rise in social networking in terms of its customer service and support (CS&S) value. As we wrote early in the year:

“The imperatives [i.e. to companies] to stop customer churn and provide Customer Service and Support (CS&S) are driven by customers themselves as they reveal their own networks of trust.” – The Social Networking Convergence With CRM

Larry Dignan at ZDNet this week writes about enterprise social networking. A company called Trampoline proposes a system that auto-populates itself with documents and relationships by algorithmic trawling of the enterprise.

“Biddle says for enterprise social networking to become as popular as something like Facebook it has to be manageable, patchable and mesh well with group policies and privacy. Corporations also want phased rollouts with social software. Overall, security is a big concern.

”’Networks exist, but they are only good as the people in them. The enterprise doesn’t know who’s good at what and what they are doing. This is common at a large organization,’ says Biddle. ‘With social networking someone can switch jobs and be found six months later.’

“Armstrong also adds that companies don’t need big workflow changes to make social networking work. ‘The changes are more subtle at the organizational level,’ he says.” – Peter Biddle: Enterprise social networking ready for lift-off

On the Web, millions of users with little to lose form the proving ground for valuable technologies and systems, while in the enterprise, C-level executives and IT managers require relatively proven products to bring into their organizations.

Executives are both uncertain about adopting Web 2.0 technologies and enthusiastic. Consultants continue to tell CEOs to get with the Web 2.0 program, but it will be trusted vendors offering enabling packages that sway them all eventually.

In this vein, Yahoo has just unveiled a collaborative environment (complete with aggregation tools for lesson plan materials) for teachers, who in this instance certainly would never have had the time to develop such a system themselves using available Web tools.

“Setting the background, Weber noted that tech use in education falls across a wide gradient-while students are generally more wired than ever, teachers may be tech savants, total Luddites, or anywhere in between. In their discussions with educators, Weber said, they heard that teachers must spend large amounts of time outside of their workday working on lesson plans and preparation, and they feel disconnected from other teachers; after all, they can’t just walk out of the classroom to chat around the water cooler, particularly at lower grade levels.” – Hacking education with Yahoo! Teachers

Even so, people have to make social networking work. What about age difference? Luis Suarez, one of the most enthusiastic proponents of social networking as a knowledge management system, thinks that age is less a factor than comfort zone. As he writes in his ITtoolbox blog:

“I doubt it would be much an issue about age making use of them, but more a culture thing. Would a mature workforce want to change the way they have been working for years, even if that would make them more effective, as opposed to how comfortable they are at the moment in their own settled working environment? I doubt it. There would be folks who would, but there would be a majority of them that would reject changing their habits. So I am not sure it is an age issue in here any longer. Plus there are plenty of solutions available out there to tackle this problem, like mutual mentoring between the younger and baby boomers generations” – Enterprise 2.0 – Fixing the Generation Gap

Social networking is not often perceived as the harmonious cooperative union between software and people that it is, but probably should be. The growth of social networking is affecting CRM, affecting customer behavior, and affecting the developers of software, such as ourselves, particularly as we find it bearing out our major design premise, that the user is king.

Published Thursday, August 23, 2007 4:49 PM
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