Salesforce Ideas
Harness the Power of Online Communities with Salesforce CRM Ideas
Description: Online communities shape brand perceptions and let you form deeper connections with customers. They can also be instrumental in increasing organic Web traffic, generating leads, and uncovering new sales opportunities. Hear how other customers are leveraging this exciting new app as a central part of their social media marketing strategy.
Speakers: Vida Killian (Dell), Matthew Guiste (Starbucks)
Implementing a Closed Loop Process for Innovation
Description: Many companies have a scalable process for generating leads and managing opportunities, but how do you track your innovation pipeline? See how Salesforce Ideas and the new Ideas in Action applications are being used by leading high-tech companies to harness innovation from the community and track the top ideas to fruition.
Speakers: Vida Killian (Dell), Navin Ganeshan (Network Solutions)
Harness Customers and Employees for Innovation with Salesforce Ideas
Session Description: Invigorate innovation by harnessing the ideas and insights of your customers, employees and other communities that are consuming or contributing to your products & services. Join this panel discussion with Executives from Dell and Starbucks to hear how they are using Salesforce Ideas to harness the voice of the customer and tap into the imagination of their expansive global communities. Learn firsthand from their experiences and find out what it takes to create a community of your own.
Speakers: Jamie Grenney (Salesforce), Bob Pearson (Dell)
Customer Blog: Six Steps to a Successful Ideas Implementation
I thought this post from a customer blog was worth pointing out. JP is the administrator for 120 user Salesforce implementation and they've been using Ideas since the product went into limited release last November. He does a great job of highlighting a set of actionable tactics that have made their implementation successful.
Step 1: Customize the App
Step 2: Prime the Pump
Step 3: Inform and Train Your Users
Step 4: Lead the Horse to Water
Step 5: Make Him Drink
Step 6: Preach from the Soapbox
Salesforce Ideas Dashboard and Ideas in Action Posted on AppExchange
We've mentioned how easy it is to keep track of the activity in your community with the Salesforce Ideas Dashboard: you can identify at a glance your top ideas and contributors, and slice and dice the data any number of ways. We've posted an example of the Dashboard on the AppExchange. It's meant as a starting point that you can modify as best suited for your needs.
We've also posted an example of the Ideas in Action custom object. Ideas in Action essentially allows you to take the top ideas and turn them into active projects, with associated project owners, milestones, and status. It's a best-in-class project management app that showcases the power and flexibility of the Force.com Platform. It's easy for you to make it your own by adding or changing fields to incorporate what's most relevant for you. All the activity in Ideas in Action can also be tracked via dashboard, so we have included an example as well. Here is the link:
If you have any additional examples of how you've tracked the activity in your community and turned the top ideas into reality, please share with us!
Moderating an Ideas Community
We are often asked, how many people does it take to manage and moderate an Ideas community. Obviously the answer to that question is going to depend on the size of the community and the complexity of your organization. That being said, I thought I'd try to map the various roles and responsibilities. (Download PowerPoint File )
It could be that you have one person managing the community and they wear a number of different hats. For example the project manager, community manager, and innovation manager could all be the same person. In fact, that same individual might also be your executive sponsor, Salesforce administrator, and moderator. There are a number of other roles listed below where you'll tap into shared resources. For example, Legal, HR, PR, Marketing, and your Ambassadors might be asked for a couple hours here and there.
It is also important to strike the right balance. You want to devote enough resources to make the initiative successful, but it's easy to get sucked into the perception that you need an army to manage the community, when in fact it's pretty amazing how scalable and self-policing they are. Even huge communities often time only have 1 or 2 people full time.
What Should We Expect? Typical Traffic Patterns
With Ideas communities we often see a massive first day spike. This might be driven by your marketing efforts, press coverage, or simply the pent up demand to share ideas. You'll want to be prepared with trained moderators and a communication plan in place. You want to show customers and employees your listening right off the bat.
Over time the community will settle into a steady state, which is perfectly natural. It's hard to keep up the launch momentum. For example on the IdeaExchange today we got 10 new ideas and 30 comments which is well off our peak but still a healthy stream of innovation.
If you continue to market the community and deliver on ideas you should
see steady growth. After all you're content is growing as are your
registered users. On the flip side if you neglect your community and appears that no one is listening you will probably see traffic die off.
Often times companies want to figure out how to make a disruptive shift
and raise the baseline. There might be a new feature which improves the
stickiness or viral nature of the site, but better yet, think about
what new communities you might be able to create? Is there a different
audience you can tap into or a new conversation you can spark.
A Closed Loop Process for Innovation
Here's an overview of the process behind managing an online community, from launch through implementation of top ideas.
Typically we'll find an executive sponsor who decides the organization needs an application like this to help them become a more responsive, innovative company. The implementation process can be very fast, because it is often a greenfield. You need to think about what you want to accomplish, and who you need to involve. You need to customize the application to match your website and create a back end process for managing ideas.
When you launch your community, you might open it up to employees or customers and partners. You can start simple, but we also support the ability to create lots of communities for different topics, departments, or customer segments.
How Many People Do You Need to Manage and Moderate an Ideas Community?
I'm often asked, how many people do you need to successfully moderate an Ideas community? The answer is obviously depend on the size of your community but here is some guidance to get you started.
Executive Sponsor: Having an strong Executive Sponsor is critical to the success of an Ideas community because it often represents a significant cultural shift. The Executive Sponsor will help define the goals of the community and appoint a team to lead the initiative. They'll provide the feedback to the project team and rally the support of employees and other executives.
Project Manager: The project manager creates the playbook and guides the team through the implementation process. They'll create dashboards, conduct monthly or quarterly review of new ideas, and coordinate follow up. This individual might also be responsible for training business owners how to best leverage the community. In the first 30 days this might be a full time job, but over time it should be a shared resource.
Product Marketing: This individual helps coordinates product marketing efforts around the community to help drive participation. They might also be responsible for communicating wins (ideas that are being delivered) through a blog or the Ideas in Action app. This can be a shared resource.
Moderators: These individuals are in charge of maintaining data quality and ensuring a healthy conversation. There is no magic number but if you tasked your moderator with reading every post, I'd guess a moderator could get through 200-500 new comments/ideas a day. While that might seem like a lot, most won't posts require any action. Because users are logged in the conversation is typically pretty healthy and often doesn't require moderation. So to figure out how many moderators you need, estimate your daily volume and divide by 200. My guess is the for the vast majority of companies moderation is probably a part time job.
Ambassadors: If you read the BusinessWeek article, it sighted that Starbucks has 48 specifically trained employees who act as hosts of the discussions. As Chris Bruzzo says, "These are the people at a dinner party who make sure everyone is having a good time." These individuals probably aren't full time moderators, but rather product managers from all different areas of the business who can respond to customers, ask questions, and put ideas into action. This might represent 5% of of their job, similar to time spent running focus groups or surveys. I often suggest that you have at least one Ambassador for each of category on your site.
UPDATE: Also See... Moderating an Ideas Community 8/20/2008
Multi-Site Administration - Now Accepting Applications
With the Salesforce Ideas Summer '08 Release you can create up to 25 communities. So how are you divide them up and ensure they're successful? This best practice presentation will help guide you through identifying your communities, selecting project teams, and laying the foundation for a successful launch.


