Third Idea Consulting

There’s been a slight change of plans, readers: I was all set to give you a rundown of the great stuff that happened at Paul Greenberg’s recent SCRM Summit in Herndon, VA, but a funny thing happened on the way to the Capitol Region. Somebody mentioned snow, and all the DC-area airports rolled up their runways. I didn’t get to go, and neither did a lot of people. Sad.

However, while I was sulking over my misfortune, a couple of new developments in the world of social networking caught my attention. (Yeah, there were probably more than two, but these are the ones I feel like mentioning.)

First, Facebook just changed its home page, and not for the better in my opinion. Many things aren’t where I expect them to be, and my bookmarked apps (mostly games, I admit) seem to have been randomized—I never quite know what I’ll have available. Everything requires more clicks. I am not as vehement a Facebook-basher as some people I know, but a little warning about this change would have been nice. As it stands, Facebook has traveled through time to an era before UI design was considered important on the Interwebs.

Second, and equally jarring, Google surprised us (or at least me) with the launch of Google Buzz, a built-in social networking function for users of Gmail and presumably any other piece of the Google empire. Mashable has this to say about it, if you want full coverage. I say that it’s a good thing there’s a way to turn Buzz off, because I wasn’t looking for yet another social media environment to integrate with my daily explorations. It’s already far too easy to get lost in the things we do; Buzz might have legs—it’s a network for people you actually know and correspond with, as opposed to weak-tie pseudofriends—but right now it feels like a “me-too” offering.

The lesson from these two news items is that I’m an extremely grumpy person when somebody moves my cheese. But the more applicable lesson is this: Don’t be content with your current approach to social media, because it can become obsolete in a day. New apps will replace old ones, and the conversation moves whether you like it or not.

In the event y’all don’t read ZDNet, I’d like to direct you to a report by security firm Sophos about the rise of malware on social networks. Basically speaking, the state of computer security in the social world is 70 percent worse than it was a year ago. According to the report, 57 percent of users surveyed in December 2009 reported being spammed on social networking sites, while 36 percent said they had been sent malware via one or more social channels; both represent a 70 percent increase from April of that year.

I recommend reading the entire report, though it’s not a happy story. We can expect security threats to increase, and there’s no particularly good news in the entire document, but at least there are some suggestions for how to mitigate the dangers. Meanwhile, 72 percent of businesses surveyed indicate concern that employee activities on social networking sites puts company data at risk, and the majority name Facebook as their biggest single source of worry. Yet 49 percent allow unrestricted employee access to Facebook, up 13percent from last year.

My intent here is not to scare people away from social networks—career suicide for me—but to make them aware that security issues do exist. Social CRM is still fairly new, and it can be hard sometimes to tell the difference between a poorly executed marketing campaign and a phishing scam. It’s up to users, developers, and businesses to keep an eye on their activities as best they can, while security professionals work to plug holes in social coding. Let’s be careful out there.

While we’re talking about social networks, security, and ZDNet, I’d like to shine a light on a recent post by the inimitable Paul Greenberg about his recent security breach on Facebook. (Wow, this is a bad week for Marc Zuckerberg, huh?) Let it serve as a reminder that businesses shouldn’t forget the human side of their activities while dealing with computer security; making it difficult for legit users to reinstate their privileges after being hacked doesn’t make things harder for the hackers, but it does make it harder for users to want to come back.

One final note: I’ll be in Herndon, VA next week (February 8-9) attending Paul Greenberg’s seminar on social CRM. Look me up if you’re there, but make sure you pay most of your attention to Paul—he’s got some great advice.

The other day, I retweeted a short Social Media Today entry by Maggie McGary about some of the major effects social media are having on our lives. In it, she cited an accurate prediction and a side-by-side strategy comparison of Massachusetts’ senatorial election result; a report on how social networking is helping to save lives in Haiti; and news articles about how major brands are altering or outright abandoning the infamous 30-second spot during the Super Bowl broadcast in favor of social marketing. Now I’m going to add some opinion (about the first two things, at least; I love Super Bowl commercials and will miss them if they fade away).

The effect of social media on politics is nothing we haven’t heard before. Bloggers were important in swaying opinions during the 2004 U.S. presidential election, and Brent Leary and David Bullock’s excellent Barack 2.0 reveals how our current President made effective use of the immediacy and intimacy of social media to win a hotly contested race. The idea that the incumbent party could lose its Senate seat—despite a long history of success combined with sympathy for a fallen statesman—smacks not only of overconfidence but of ignorance.

Social technology has made it easier than ever before to spread word when disaster strikes, and to coordinate immediate relief efforts. Where it once might have taken weeks to arrange donations of money and essentials, motivated people and groups got it done in a matter of days—sometimes hours. Time saved equals lives saved when something as devastating as the Haiti quake hits.

In both cases, the technology is an important indicator and enabler rather than a deciding factor of its own. In both cases, technology is waving a great big flag that says, “This is where the people are!” Paying attention to that flag can have tremendous positive effects, whether in terms of electorate swayed, lives saved, or just business generated. Ignoring it means being ignored in turn. Social media is changing the world, my friends. It may evolve, but it’s not dying out any time soon.

Businesses are starting to understand the value and importance of a social media approach to CRM, if the calls I’ve been taking are any indication. That’s good, but sometimes I feel that for some people, the terms we use—social media, social CRM, Enterprise 2.0 and the rest—are just words hung onto a concept, their meanings ignored.

While letting “social CRM” exist merely as shorthand for a broader concept—like Paul Greenberg’s excellent and tweetable definition, “the company’s response to the customer’s control of the conversation”—I prefer for the concept to remain grounded in the words that describe it. In this case, the best definition of social itself is from Merriam-Webster: of or relating to human society, the interaction of the individual and the group, or the welfare of human beings as members of society; tending to form cooperative and interdependent relationships with others of one’s kind.

It’s great if your company is engaging its customers and partners in conversation through its own social networking tools. It’s beyond great, it’s necessary in most cases. But there must be more. You’ve got to reach out beyond your own circle, and start exchanging ideas with new people and organizations, ones in whom you don’t already have a financial interest.

This is not to say that you should abandon any current social efforts. Just make sure you’re sticking your corporate nose into somebody else’s as well. I’m not talking about corporate espionage—that’s bad. I mean participation in timely and topical discussion groups (the Answers section of LinkedIn is an excellent example), attending Webinars, and just letting your people explore where their interest takes them.

If our hunter/gatherer ancestors hadn’t been willing to meet other bands of like-minded people, we would never have gotten beyond tribes and clans, warring with one another for access to water, hunting grounds, and abundant vegetation. (You could make a decent argument that we still haven’t gotten beyond that, but I’m feeling generous to our insane species today.) Communication with “the other” brought trade, exchange of ideas, and the peace of mind that comes from knowing what those guys in the next cave are up to.

It’s no different in modern society. Looking for new ideas and new associates to share them with is a major driver for the modern, socially-aware business. Does your desire for partnership and creativity outweigh your fear of competition? It should; competition is healthy. Social interaction means business doesn’t have to be a zero-sum game. Your competitors may glean some ideas from you that they might otherwise not have, but you will do the same. You will each innovate, raising the standard for all. You will allow your entire industry to serve the customer better.

Take the next step. Get your company onto somebody else’s social network. It’s only natural.

I was planning to put this in my other post (see previous), but I was forced to clutter that space with live updates when I reached my Twitter limit. I’m not the only person who hit that particular wall–friend and respected blogger Esteban Kolsky got locked out as well, and I’m sure a number of others were as well. Look for Esteban’s post on why this is a bad thing, coming soon to a link near you once he posts it (and I update my blogroll–I’ve been a bit lax).

By now you’ve likely heard a fair amount about today’s biggest news, Salesforce Chatter. To sum it up nice and tight, Chatter is a new, more collaborative and intuitive interface for business applications. It’s the Collaboration Cloud. If Facebook and Twitter had a child, and that child grew up and got an MBA, it would be Salesforce Chatter. Feeds, status updates, groups, messaging–it’s all there, along with the dashboards and everything else we’ve come to expect from good CRM. Chatter can integrate social contacts from customers into the mix and provide context for it all. Even better, Chatter will be standard on all editions of Salesforce.com, Force.com, and related products. Outsiders can acquire access for $50 per user, per month.

At least, that’s what Chatter will be. It’s not due until the end of 2010, which is a long way off. Chairman and CEO Marc Benioff went out of his way to point out the portion of Salesforce.com’s safe harbor statement that says the company is not responsible for what might be vaporware. That’s out of character for Marc, who usually waves his hand in the general direction of the statement and makes a joke.

But the other thing that was out of character was the level of energy Marc brought to the event. This is not to say he’s usually laid back when presenting–far from it. Today’s level of bombast, though, was one step beyond. Either Marc Benioff is very excited about his new Collaboration Cloud (which is likely), or he wants us to believe he’s very excited about it (which is also likely, CEOs having certain responsibilities and whatnot). Chatter is a big deal, and it will change the way business gets done, once it’s released.

I asked about just how Chatter will change business processes, but Marc’s take on the situation is that business is already changing to accept this model, and Chatter is the first tool that allows companies to do so securely, in an orderly manner, and with scalability. However, as Kraig Swensrud (SVP of product marketing) said in a followup interview, Chatter is not Twitter or Facebook. Just as we use business email and personal email differently, the internal and external feeds of Chatter will have their own character. Surfing the Web was once a workplace taboo; now it’s how many of us do our jobs. Salesforce.com hopes that Chatter will be the same.

There’s plenty more to say about this Collaboration Cloud thing, but there’s also plenty more for me to learn before I go further. My next post will probably deal with Salesforce.com’s messaging, not its applications.

As usual, my patented, trademarked, hermetically sealed and hypoallergenic live coverage of this morning’s event (Dreamforce 09) will be appearing in the Twitter stream to your right. Follow @Lager if you don’t already, and I will be adding my analysis afterward in this space.

If you’re wondering why I don’t just liveblog it here, the answer is simple: I like words, and the temptation to editorialize is much easier to manage at 140 characters a pop.

UPDATE 11:40 am PST: Tweetdeck just crapped out on me, with the “recipient not following you” error message. I’m over my limit.

11:44 am PST: Generally speaking, Salesforce Chatter looks a whole lot like Facebook. There’s also Twitter embedded. It’s a secure social business interface. I want a lot of demo time with this.

11:48 am PST: Marc is wrapping up now. Force.com has been modified so you can build collaboration apps. Chatter collaboration cloud is an attempt to change the way we work and make it more like … well, how we kill time at work when we should be working. Your coworkers are now your community, with the closer contact that implies. The biz apps, dashboards, and workflows are still there, but social networking is now built in instead of layered on.

11:53 am PST: For those of you who are worried about security, Chatter is as secure as Salesforce.com in general. You can pull in info and interactions from outside the enterprise, but I assume that once it’s there it is shielded from malfeasance.

11:55 am PST: Sales Cloud 2 is built on Chatter. Service Cloud 2 has been rebuilt for Chatter (that two rebuilds of Service Cloud). It’s all mobile capable.

12:01 pm PST: True to social form, content can be followed or broadcast automatically–you don’t have to go into a group and post to it. Your content, your apps, and your people are all talking to you. And, to judge by this demo, they’re all talking about how bad Sharepoint is.

12:04 pm PST: Demo is over, now announcing pricing. Available early 2010 in all editions of Salesforce.com and Force.com–standard in all editions. If you want to bring outsiders into Chatter, there’s a $50/user/month product. Very nice, and a welcome departure. We’ve got Jason Goldman, from the board of directors of Twitter. @goldman if you want to know.

I had some other topics lined up for today—my thoughts on what applications like Scanaroo are doing for social CRM, for one—but it looks like there’s some breaking news on broken social tools that must take precedence.

Today saw a massive denial-of-service (DOS) attack against popular social networking sites, most notably Twitter, Facebook, and LinkedIn. I won’t link to them directly right now—they’re the Big Three so you know how to find them, and they also have enough traffic trouble at the moment—but I’ll cheap out and give you the New York Times coverage here.

Social media like these have quickly changed the way we go about our daily lives, so it’s all the more painful when we info addicts get cut off at the source. I was really looking forward to seeing what was happening in my personal Twitosphere today, not to mention driving some traffic to my site and those of my allies. Twitter has been hit hardest, and despite claims that the problems have been fixed, many users (myself included) still have no access. Facebook has been unreliable as well, so my Mafia Wars conquests are on hold for now. LinkedIn is more of a tactical asset for me—I use it when I need it, but don’t stay connected for long—so I haven’t seen the extent of the damage there, but you can be sure that some important business connections didn’t get made today.

The optimist in me says that when irresponsible scriptkiddies with a surplus of free time and a dearth of creativity launch attacks like this, it ultimately strengthens the sites they attack. But the inner optimist is very small, and not nearly as vocal as the rage-filled monster who wants to make an example of these jackholes with a blowtorch and a pair of pliers, Marcellus Wallace-style. I suppose I’ll have to settle for the criminal justice system, but that will do.

This moment of Ahab-vs.-Moby-Fail also reminds us that social networking and customer engagement aren’t new phenomena. We still have phones, and the ability to go to bricks-and-mortar establishments. Most of the Internet still works, too, so it’s not like the engines of enterprise have shut down altogether. Social CRM is a strategy, and the online component is not the only component.

/rant

In other news, I’ll be guest-blogging for my friends Paul Greenberg and Brent Leary, the CRM Playaz. My piece isn’t live yet, but when it is I’ll have the honor of being their first post. Along with that, I’ll also be chatting with them on their next podcast, recording tomorrow. I can’t get enough of these guys—they combine insight with humor, whether separately or working together. They also show exceptional taste in guests.

Thanks to Metafilter (by way of my girlfriend), I found out about a case involving the apparent power of social media. I would have missed it entirely because of the other recent social media event surrounding Michael Jackson’s death. It involves another celebrity, Adam Savage of MythBusters.

Briefly, the situation as reported in the Vancouver Sun is this: Savage got hit with $11,000 in connectivity charges from AT&T for what amounted to a few hours of use over a period of five days. The company shut off his phone as a result. Savage turned an assistant loose on the provider to try and straighten out the charges, but it appears that the real work was accomplished with a few tweets. (No disrespect intended to the assistant, of course.)

Your first reaction to this story might be, “Aha, the power of social media in action!” (It was my second, right after, “Those guys have the best job ever, and I love that show.”) But if you look deeper—not just in the MeFi comments but read Adam’s own words—you’ll see another thing at work: the power of celebrity.

“A lot of people on Twitter are saying, ‘Well it’s great that it worked for you, because you’ve got 50,000 followers, but what about the rest of us?’ ” Savage said. “And I totally agree with them.”

The fact is that the power of massed customer voices is mostly a sea-change thing for the moment. One tweet, one blog, or one Facebook group typically has little power of its own; as they accumulate, they exert pressure on businesses that want to maintain good public opinion. It’s like emailing your senator or congressperson to ask them to put their weight behind a certain bill—no matter how awesome and right I think I am, my note is almost useless by itself. It’s going to take a lot of constituents to shift a legislator’s opinion, or get one to make it a pet project instead of just something to vote on.

The squeaky wheel gets the grease, and Adam Savage is capable of a much louder squeak than most of us. Kudos to him for acknowledging this.  The typical customer would have spent days or weeks sorting this mess out, or might just eat the charge if it was small enough. You’d better believe that if AT&T hit me with $11-grand in charges I’d become an instant sensation on Cursebird (NSFW).

The change we’re all hoping for is that businesses don’t just use social media as an alarm system directing them to fires which must be put out. If somebody goes to the trouble of starting a social networking group founded on the premise that your company is run by thieves and/or morons, or makes a public-message complaint that is echoed by others, it doesn’t just mean some customers are unhappy—it means you’re doing something wrong. Fix the damage first, put out the fire, but if your next step isn’t taking a hard look at the policies that caused the fire, you’re missing the point of listening and are a fire hazard.

Also, congratulations to MythBusters cohost Kari Byron (no, she doesn’t know me) on successfully completing her pregnancy internship. Good luck in your new role as Doctor of Momology.