Archive for the ‘Customer Advisory Boards’ Category

Welcome to 2012 CAB season — It’s time to start planning for your next Customer Advisory Board meeting

Monday, January 23rd, 2012
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Sunshine is breaking through the recessionary clouds of the past few years. Signs of cautious optimism are sprouting everywhere, giving hope that 2012 will be a pivotal year that will show continued improvement in the global economy. Many companies report a stronger-than-expected Q4, the DOW is moving forward, and most business people I know have greeted the new year with a smile. This is why now is the perfect time to plan your Spring Customer Advisory Board meeting. (more…)

Setting up your 1st CAB? Here’s a sure-fire agenda

Thursday, May 13th, 2010
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Lately, I’ve received many calls from executives looking to start up a customer advisory board program for their company.  Inaugural CAB meetings are especially important because it marks the first opportunity to not only introduce your CAB program, but to also put your best foot forward and make a good impression.

I’ve been running CAB programs for clients for 10 years, and I have played with a variety of agenda models.  For running a first CAB meeting, I’ve found the following type of agenda to be the most effective.  (Other agenda models are used for successive CAB meetings.)  This article concludes with 3 rules for your CAB agenda.
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Voice of the Customer and Social Media – An Intuit Case Study

Sunday, February 28th, 2010
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The DMA Northern California (DMANC) recently hosted a presentation by Scott K. Wilder, former GM of Intuit’s Small Business Online Communities. The topic: “Getting Closer to the Customer Using Social Media: A Case Study from Intuit.” Here are a few key “take-aways” from Scott’s presentation.

Leading companies, like Intuit, have a relentless drive to understand their customers. Intuit’s founder, Scott Cook, started the “follow me home” program in 1989 to observe real customers using Intuit products in their home environment.  It is part of Intuit’s culture to use every interaction with prospects and customers as a learning opportunity and to ask the “5 WHYS” – drilling down to the root of problems.

Based on this culture, it was natural for Intuit to embrace online communities with their customers. In 2003, Intuit started a Small Business online community then added Facebook and LinkedIN in 2008.  In 2009 the company built community right into their products. Users have become company ambassadors and today, 70% of users get their answers from the community site versus customer support – significantly driving down support costs. Intuit is also leveraging Twitter and observing customer-created videos on YouTube that showcase Intuit’s products.

Before you launch into your Voice of the Customer initiatives, consider Scott’s “Top 10″ list of tips:

  1. Ask “what problem are you trying to solve?” Use objectives and metrics to build a business case. Be open to the unexpected.
  2. Have a clearly defined learning plan including how feedback will be shared and used. Scott’s team reported on customer issues to cross-functional teams as well as externally on the community site. They captured the issue, a quote from the customer, a link to the customer’s post,  the action taken and the learnings.
  3. Look at qualitative as well as quantitative feedback.
  4. Understand technology adoption curve of your customers.
  5. Understand how your products or services are being used in the customers’ environment  (ie: in their office)
  6. Understand the ecosystem and persona of different types of users – their title, their job function, the type of company they work for, what’s important to them, how you can help them succeed.
  7. Strive for continuous improvement in products and processes. Go for the unexpected “wow.” Scott often met with customers to have them help prioritize new product features by asking “tell me how to spend your money.”
  8. Understand the difference between what customers “say” and “do.” Intuit uses Omniture to observe behavior as well as Radian6Buzzmetrics and Google searches (which are free) to monitor what people are saying about the company.
  9. Start simple. Don’t try to build every feature possible.
  10. Learning can happen at any time. Learn => teach => learn.

At the end of the day, the best advice to truly understand your customer is to be humble and let the customer lead. According to Scott, “It is important to start simple adding only a few features at a time– and to be in a constant learning state of mind, listening to what the customer says, how they say it and the language they use.”

Scott recently accepted a new position as SVP and Social Media Architect at Edelman Digital. Edelman is the world’s leading independent public relations firm, with more than 3,500 employees in 51 offices worldwide. You can follow Scott on Twitter at skwilder.

Your “Customer Advisory Board” (CAB) Resource Center

Tuesday, October 20th, 2009
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There’s no question that 2009 has been tough on Customer Advisory Board(CAB) programs and events.  Many companies had little choice but to cancel or postpone their events this fall.  But good news is on the horizon.  The Dow has hit 10,000 and many expect signs of recovery to continue to blossom in 2010.  Kicking off or rejuvinating your company’s CAB (or Customer Advisory Council – CAC) program is an excellent way to strengthen customer loyalty and ensure you are on the right (roadmap) track for 2010.

I’ve been facilitating CABs and other executive summits and offsites for more than 10 years.   Here is a collection of articles that offer insights, tips, and best practices that will help optimize your program and build stronger executive relationships.

Understanding the CIO

Thursday, October 8th, 2009
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In his article, CIO Tells Us How to Sell to CIOs, Sridhar Ramanathan interviews Walt Thinfen, CIO of Visioneer.  This article is a timely reminder about the importance of customer relationships built on an understanding of the customer’s world.  Especially in this difficult economy, marketers and sales people can fall into the trap of myopic short-term thinking centered on making the quarterly number.  It’s easy to lose sight of the customer and the problems they are trying to solve. 

One excerpt that I really like is the following:

Vendors do, of course, need to do all the usual things like webinars, trade shows, datasheets, whitepapers, analyst briefings, etc. But I actually find the most valuable ones are opportunities to speak with fellow CIOs whether it’s on the golf course or in customer reference calls. I never turn down “lunch and learns” and events where I can have quality time with a peer.

There are two key elements interwoven into this quote from Walt.

  1. Reading between the lines suggests that when all the features and benefits become commoditized, the executive relationship will become the only true differentiator.  This is where and why customer forums and Customer Advisory Boards (CABs) become so important. 
  2. While the traditional “push” marketing tactics (like webinars, datasheets, etc) will continue to be important, they are not sufficient for successfully engaging CIO prospects.  Marketing teams need to consider “push” marketing tactics that make relevant content (information & experiences) available to CIOs in places where CIOs look.   Consider that in today’s Internet-based, social media-infused marketplace, 90% of the average sales cycle does NOT involve a sales rep!

Bottom line: the tough economy is causing marketers everywhere to rethink their approach in order to balance push and pull marketing tactics.  And, in the center of the marketing plan needs to be recognition and respect for the executive relationship.