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Training Your Customer Service Team for Social Media
Presented by:
Andrey Grigoryev
Social Strategy Director, Conversocial
linkedin.com/in/andreygrigoryev
Conversocial is a cloud solution
that enables businesses to
manage social media as a largescale customer service channel

eting
Mark

mer
usto
C

ice?
Serv

ume
Cons

ights
r Ins

PR

2
150+ global customers

3
360° Integrated Solution for Social Customer Service

TR

A

LO
G

Y

Social
Customer
Service
Integrated
Solution

ATION
TIV
AC

SUPPO
RT

TRATEGY
S

IN

IN G

EC H
T

O
N

4
Agenda
‣ Importance of Training
‣ Three Areas of Training
‣ Social Media
‣ Policies & Processes
‣ Social Media Management
System (SMMS)

‣ Effective Training Methods
‣ Tips for Successful Deployment
Importance of Training

‣ Unfamiliar technologies
‣ Visibility of actions
‣ Team confidence

6
Three areas of training

Social
Media

Policies
& Processes

Social Media
Management
System (SMMS)
7
Social Media

Social media 101
Overview

‣

Key functionality

‣

Descrip.on'

Example'

@"symbol"

All"account"handles"begin"with"the"@"
symbol."Including"an"@"men7on"in"your"
Tweet"directs"the"Tweet"to"that"account."

@Hertz;"@JohnSmith;"@Starbucks"

Tweet"star7ng"with"an"
@men7on""

Customer"is"speaking"directly"to"you."This"
appears"on"their"profile"rather"than"being"
published"to"their"followers,"and"so"is"
specifically"targeted"at"you."

Tweet"containing"an"
@men7on""

Customer"is"wri7ng"a"tweet"about"you"to"
their"followers’"news"feeds,"but"they"want"
you"to"see"it."

Retweet"(RT)"

When"someone"sees"something"they"find"
interes7ng"and"retweets"it,"they"are"
effec7vely"hiLng"‘share’"to"their"
followers."This"isn’t"a"new"tweet"(it’s"even"
displayed"with"the"original"name"and"
picture),"but"is"the"way"in"which"one"
tweet"gets"a"whole"new"audience."

Direct"Message"(DM)"

‣

Element'

Direct"Messages"are"used"to"send"private"
messages"to"other"TwiPer"users."Only"
users"that"follow"each"other"may"
exchange"direct"messages."

#"hashtag"

Tags"a"tweet"to"a"topic"that"can"be"easily"
searched/followed"by"others."
"

Use patterns & statistics

‣

Potential pitfalls

N/A"

8
Social Media

9
Policies & Processes

Social Customer Service Playbook

‣

Overview & mission

‣

Workflows

‣

Tone guide

‣

Crisis procedures

‣

SLAs

‣

KPIs

10
Social Media Management System (SMMS)

‣

Functionality

‣

Applied workflows

‣

Power use

‣

Limitations

11
Effective Training Methods

Train here

Social
Media

Policies
& Processes

Social Media
Management
System (SMMS)
12
Effective Training Methods

‣

Social media boot camp

‣

Policies & processes presentation

‣

Review past interactions

‣

Response development exercises

‣

Over-the-shoulder agent shadowing

‣

Engagement simulation workshop
13
Tips for effective deployment

‣

Establish approval workflow

‣

Assign agents to single channels

‣

Resource volume-appropriately

‣

Re-train stand-by agents before high-volume periods

‣

Review performance regularly

14
Further information:

conversocial.com/resources

15
Thank you
Learn more: conversocial.com
Presented by:
Andrey Grigoryev
Social Strategy Director, Conversocial
linkedin.com/in/andreygrigoryev

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Training Your Customer Service Team for Social Media

  • 1. Training Your Customer Service Team for Social Media Presented by: Andrey Grigoryev Social Strategy Director, Conversocial linkedin.com/in/andreygrigoryev
  • 2. Conversocial is a cloud solution that enables businesses to manage social media as a largescale customer service channel eting Mark mer usto C ice? Serv ume Cons ights r Ins PR 2
  • 4. 360° Integrated Solution for Social Customer Service TR A LO G Y Social Customer Service Integrated Solution ATION TIV AC SUPPO RT TRATEGY S IN IN G EC H T O N 4
  • 5. Agenda ‣ Importance of Training ‣ Three Areas of Training ‣ Social Media ‣ Policies & Processes ‣ Social Media Management System (SMMS) ‣ Effective Training Methods ‣ Tips for Successful Deployment
  • 6. Importance of Training ‣ Unfamiliar technologies ‣ Visibility of actions ‣ Team confidence 6
  • 7. Three areas of training Social Media Policies & Processes Social Media Management System (SMMS) 7
  • 8. Social Media Social media 101 Overview ‣ Key functionality ‣ Descrip.on' Example' @"symbol" All"account"handles"begin"with"the"@" symbol."Including"an"@"men7on"in"your" Tweet"directs"the"Tweet"to"that"account." @Hertz;"@JohnSmith;"@Starbucks" Tweet"star7ng"with"an" @men7on"" Customer"is"speaking"directly"to"you."This" appears"on"their"profile"rather"than"being" published"to"their"followers,"and"so"is" specifically"targeted"at"you." Tweet"containing"an" @men7on"" Customer"is"wri7ng"a"tweet"about"you"to" their"followers’"news"feeds,"but"they"want" you"to"see"it." Retweet"(RT)" When"someone"sees"something"they"find" interes7ng"and"retweets"it,"they"are" effec7vely"hiLng"‘share’"to"their" followers."This"isn’t"a"new"tweet"(it’s"even" displayed"with"the"original"name"and" picture),"but"is"the"way"in"which"one" tweet"gets"a"whole"new"audience." Direct"Message"(DM)" ‣ Element' Direct"Messages"are"used"to"send"private" messages"to"other"TwiPer"users."Only" users"that"follow"each"other"may" exchange"direct"messages." #"hashtag" Tags"a"tweet"to"a"topic"that"can"be"easily" searched/followed"by"others." " Use patterns & statistics ‣ Potential pitfalls N/A" 8
  • 10. Policies & Processes Social Customer Service Playbook ‣ Overview & mission ‣ Workflows ‣ Tone guide ‣ Crisis procedures ‣ SLAs ‣ KPIs 10
  • 11. Social Media Management System (SMMS) ‣ Functionality ‣ Applied workflows ‣ Power use ‣ Limitations 11
  • 12. Effective Training Methods Train here Social Media Policies & Processes Social Media Management System (SMMS) 12
  • 13. Effective Training Methods ‣ Social media boot camp ‣ Policies & processes presentation ‣ Review past interactions ‣ Response development exercises ‣ Over-the-shoulder agent shadowing ‣ Engagement simulation workshop 13
  • 14. Tips for effective deployment ‣ Establish approval workflow ‣ Assign agents to single channels ‣ Resource volume-appropriately ‣ Re-train stand-by agents before high-volume periods ‣ Review performance regularly 14
  • 16. Thank you Learn more: conversocial.com Presented by: Andrey Grigoryev Social Strategy Director, Conversocial linkedin.com/in/andreygrigoryev