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All Hands on Board for Social Media

September 3, 2015 by Dennis Fischman Leave a Comment

Let’s say you’ve made the decision: you want your employees on social media.

Many handsIt took some courage to arrive at that decision.  You’ve heard the horror stories  about what can happen when things go wrong.  But you know that people will talk about you online, no matter what.  It’s better for your organization to be a part of that conversation.

And there are great advantages to being there:

  • Keener sense of what your supporters want
  • Stronger relationships with your community, customers, or clients
  • Better customer service
  • Reaching people earlier in the buying cycle (which is also the giving cycle, for nonprofits!)
  • Creative ways of accomplishing your mission

Why Get Your Employees Involved?

You could assign your social media to just one person, or just one department.  Why should you get as many people involved as possible?

Because your employees are a source of all the good stuff you can share on social media.  Success stories.  Fascinating facts.  Good advice for people looking to use your products or services, and fast responses to people who have questions or complaints.  Inside looks at  how the organization works.  In short, everything that would make people follow you on social media.

How to Get All Hands on Board

Let’s face it: your employees are already busy.  If you ask them the wrong way, they’ll see social media as just one more task they have to do.  What’s the right way to get them involved?

  1. Ask for their stories.  People like to be listened to. Make a habit of asking your staff about successes, challenges, and memorable or funny things that happen during work. Write the stories up for your website or newsletter…or ask them if they’d like to write their own stories. You can do that even if you’re not yet on social media!
  2. Let them create a social media policy.  Provide templates–you can find some at the link–but let them discuss the issues and come up with solutions that fit your company.
  3. Have and share a strategy.  Make sure that employees know what the organization is trying to do.  Empower them to figure out how to do it.
  4. Provide training.  A person may be active on her own Facebook account, but that doesn’t mean she’ll recognize opportunities to post to the agency’s.  Brainstorm.  Provide examples.
  5. Welcome mistakes and learn from them. You can’t know in advance what will work with your specific audience. Even highly paid “social media experts” goof.  As long as everyone is sticking by the policy, expect mistakes, allow for them, and reward learning.

Has your organization already empowered employees on social media? How did it go?  If you share what you learned, you will be doing us all a favor!

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Remember Me? (Free Tools to Help You Track Relationships)

September 15, 2014 by Dennis Fischman 4 Comments

When you’re building relationships with donors, clients, customers, or business partners, a good memory helps.  But research shows that we can only really keep track of 150 relationships on our own.  Beyond that, we need tools.

You can turn tools you have, right there on your desktop or on the web, into your relationship management system.  All it takes is time.

Microsoft Outlook

You probably already know you can store addresses, phone numbers, email addresses, web page URL’s, and the company and job title of each person you know in Microsoft Outlook.  But did you ever:

  • Use the Search function to find all the people in your Contacts who work at a particular company, or who have a specific title, or whose email address ends with @NameOfTheirOrganization?
  • Add photos so that you recognize them on sight?
  • Use the notes section to store research you did on them?
  • Check your email to and from that person to remind you what you talked about last?
  • Search the Calendar to see when you met with them last?
  • Use the Tasks section of Outlook to remind yourself to talk with them again, or send them something, or do something for them, by a certain date?

Google

If you live in the Googleverse, you can do a lot of the same things that an Outlook user can do, and more.

  • Aside from the usual Contacts information, you can record birthdays, nicknames, how their name is pronounced, and the names of their spouses, children, and other relationships–including the name of the person who referred you to them.
  • Instantly see whether you are on Google+ together, and the Circles to which you have assigned them.  Easily click over to Google+ to see what they’ve posted there.
  • Follow people’s YouTube channels if they have them.
  • Set up a Google search for that person’s name so that anything that appears on the web about them will show up in your Gmail box.
  • Easily share documents with that person without worrying about whether the email bounced, using Google Drive.

LinkedIn

On LinkedIn, other people do a lot of your work for you.  If you connect with me on LinkedIn, you will find not only my contact information but my Twitter handle and my website information, too.

I put those up.  I also posted:

  • Summary of who I am and what I do
  • Experience
  • Projects I have worked on (with links to the end results, and the names of people who worked on them with me)
  • Professional courses I have taken
  • Languages I speak
  • Skills & expertise
  • Honors & awards
  • Education
  • Interests
  • Organizations

People have recommended me, and I have recommended them, and both types of recommendations are right there on my profile.  LinkedIn will also show you the LinkedIn groups I belong to, the people I follow, and the people who have connected with me.  Now you know more about me than my mother does!

But how am I related to you?  Next to the Contact Info tab on my profile is a tab marked Relationship.  There, you can write notes about me,  set your self a reminder in relation to me, write down how we met and who introduced us.

Use whichever of these tools feels most natural to you, and you’ll never have to wonder again.

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Know Your Audience Better, On a Budget

November 21, 2013 by Dennis Fischman 4 Comments

“What’s that guy’s name again?”

“Where does that woman work?”

“When did we last speak?”

When you’re building relationships with donors, clients, customers, or business partners, a good memory helps.  But research shows that we can only really keep track of 150 relationships on our own.  Beyond that, we need tools.

You can spend tens of thousands of dollars on a really sophisticated customer relationship management system.  (Well, you can if you have the money.)  But suppose you’re a grassroots nonprofit organization with a limited budget.  How do you keep track of all the people you want as your supporters?

Use Tools You Already Have, For Free

You can turn tools you have, right there on your desktop or on the web, into your relationship management system.  All it takes is time.

Microsoft Outlook

You probably already know you can store addresses, phone numbers, email addresses, web page URL’s, and the company and job title of each person you know in Microsoft Outlook.  But did you ever:

  • Use the Search function to find all the people in your Contacts who work at a particular company, or who have a specific title, or whose email address ends with @NameOfTheirOrganization?
  • Add photos so that you recognize them on sight?
  • Use the notes section to store research you did on them?
  • Check your email to and from that person to remind you what you talked about last?
  • Search the Calendar to see when you met with them last?
  • Use the Tasks section of Outlook to remind yourself to talk with them again, or send them something, or do something for them, by a certain date?

Google

If you live in the Googleverse, you can do a lot of the same things that an Outlook user can do, and more.

  • Aside from the usual Contacts information, you can record birthdays, nicknames, how their name is pronounced, and the names of their spouses, children, and other relationships–including the name of the person who referred you to them.
  • Instantly see whether you are on Google+ together, and the Circles to which you have assigned them.  Easily click over to Google+ to see what they’ve posted there.
  • Follow people’s YouTube channels if they have them.
  • Set up a Google search for that person’s name so that anything that appears on the web about them will show up in your Gmail box.
  • Easily share documents with that person without worrying about whether the email bounced, using Google Drive.

LinkedIn

On LinkedIn, other people do a lot of your work for you.  If you connect with me on LinkedIn, you will find not only my contact information but my Twitter handle and my website information, too.

I put those up.  I also posted:

  • Summary of who I am and what I do
  • Experience
  • Projects I have worked on (with links to the end results, and the names of people who worked on them with me)
  • Professional courses I have taken
  • Languages I speak
  • Skills & expertise
  • Honors & awards
  • Education
  • Interests
  • Organizations

People have recommended me, and I have recommended them, and both types of recommendations are right there on my profile.  LinkedIn will also show you the LinkedIn groups I belong to, the people I follow, and the people who have connected with me.  Now you know more about me than my mother does!

But how am I related to you?  Next to the Contact Info tab on my profile is a tab marked Relationship.  There, you can write notes about me,  set your self a reminder in relation to me, write down how we met and who introduced us.

Use whichever of these tools feels most natural to you, and you’ll never have to wonder again.

Spending Money to Save Time

Free is not always the best price.  Using Outlook, Google, or LinkedIn as your CRM takes work.  If you want to send a series of emails to a person over a period of time, it would be a lot easier if you could automate the process.

Idealware has posted an excellent article, “10 Things To Consider in a CRM.”  If you are considering buying software, read the article first.  Then ask yourself: what is it worth to this organization to know everybody the way we know our best supporters?

 

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