Transcript
Page 1: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

Activating Advocates Who Aren’t Your Customers: The “Custo-User”

Daniel PalayManager, Global Customer Programs

March 1, 2015 | @danielpalay

Page 2: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

Agenda

Introduction Why This Talk? The Custo-User

aka: What makes Wikimedia different from NASA? Democratizing Story-ing

The Power of Centralized Knowledge The Future What It All Means

Questions

2

Page 3: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

3

Me…Daniel PalayManager, Global Customer Programs(+ I dabble in sarcasm, hugs, &Social Media )

Started: March 31, 2014Fun Facts

Proud UC San Diego Triton (American Politics & History)

I play ice hockey

I’ve shaken the hands of two Presidents but never while they were President

Page 4: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

What is ?

Source: Gray Calibri 10pt

+ + 25 OtherCountries

4

Page 5: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

Open Source Software

Quick Poll

Look it’s free5

Page 6: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

6

Page 7: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

Why This Talk?

Source: Gray Calibri 10pt

Page 8: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

8

Simple Answer…

Great Conference, but everything was about the customer

The question is…what happens when your best references don’t necessarily pay you to use your software?

Page 9: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

Source: Gray Calibri 10pt

Introducing…

The Custo-User

Page 10: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

What’s in a word… The word is self explanatory, but the concept is

daunting…and takes a while to perfect (or fake it at least ;-) )

So what do you do first?

50 million+downloads

XCustomers

10

vs.

Page 11: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

Step 1

...Don’t worry, we’ve all be there

Freak out...

11

Page 12: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

Step 2 Ready, set go…

12

Page 13: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

13

Step 2 (cont.) Presenting the Spreadsheet of Awesome (or pain…)

Page 14: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

14

What we learned… FOCUS...FOCUS...FOCUS

On only things that build the funnel But what part of the funnel?

On making life easier for the team Give them a system that has the least resistance

SPREADSHEETS ARE TERRIBLE Comand+F only goes so far Try making everyone contribute

Page 15: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

15

The Open Source Funnel…

USER

CUSTO

Page 16: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

Custo-User

Topic Custo User

Open Source Product Usage

✔ ✔

CommercialPlugins

✔ ✔*

Value of Support / Services

Approval Needed ✔ *

Value Added ✔ ✔

16

Page 17: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

Custo-User

Funnel Stage Custo User

Awareness ✔ ✔

Interest ✔ ✔Action ✔ ✔

Action for Users = Adoption, Trust, Commitment

Action for Customers = Long Term $$ Commitment, Mission Criticality, X-Pack Needs, Meeting Corporate Needs

17

Page 18: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

What Does It Look Like?

Videos

CUSTO USER

Case Studies

18

Page 19: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

What Does It Look Like?

Guest Blogs

CUSTO USER

Slides

19

Page 20: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

What Does It Look Like?Conference Speakers

CUSTO USER

20

Page 21: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

Democratizing Story-ing So…we’ve activated our custo-users…now what?

How do we make this accessible to people in 27 countries acros the world? Remember SPREADSHEETS ARE TERRIBLE...

21

Page 22: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

22

Centralizing Knowledge

Where it began: Marketing: Customer Programs, Events, DevRel,

DemandGen Field Ops: Inside, Outside, & Direct Sales, Sales

Engineers & BD Product Management

What’s there? All that content (in multiple languages) Internal knowledge sharing (call notes, descriptions,

etc.)

Reference Edge

Page 23: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

23

The Future

Customer Care & Training That’s right our Engineers are getting access…but why?

Real-time updates based on Customer happiness Notifications to Reference Team

Meet Corporate Story Requirements and Priorities Happy Support Encounters

Reference Edge

Page 24: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

What It All Means?

More Stories

That Are Better Targeted

And Shared in Streamlined and Centralized Way

24

Page 25: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

Questions?

25

Page 26: Activating Advocates Who Aren’t Your Customers: The ...2016.summitoncustomerengagement.com/pdf/Daniel Palay 2.30pm... · Agenda Introduction Why This Talk? The Custo-User aka: What

Daniel [email protected]

danielpalay | @danielpalay

26


Recommended