Customer case studies  have been part of my job for longer than I have been doing media relations. When I started out as a trade journalist reporting for publications like Educational & Industrial Television and Video Trade News, end user stories were the mainstay of our editorial. Readers want to hear from peers who have “been there, done that,” which is why customer relations continues to be such an important part of any PR program.

Of course, customers aren’t always willing to talk, especially in high-tech. Trying to get a financial services company or insurance company to open up about the inner workings of their CRM system or their security systems can be challenging. Customer companies don’t usually have much inventive to share information about how they do what they do; there usually isn’t much in it for them. That’s why you want to enlist customers as allies, not just topics for case studies. You want to find incentives to help them with their own sales and marketing so they will help your clients by serving as case study candidates.

That’s part of the reason I was so pleased to place a profile of Stoops Freightliner in Heavy Duty Trucking this month for my client, FaceTime Communications. The story profiles how Stoops Freightliner is using FaceTime’s Unified Security Gateway to promote a secure social media marketing program to reach truck drivers across the Midwest. When I had an opportunity to place the story, I thought of Heavy Duty Trucking for a number of reasons:

• Heavy Duty Trucking is one of the biggest titles reaching trucking executives and decision-makers.
• A profile in Heavy Duty Trucking would help Stoops reach its customer base as well as new prospective customers for FaceTime – a win-win for everyone.
• I have a soft spot for Heavy Duty Trucking since my dad sold advertising for them for a number of years.

The strategy worked. Not only did Stoops get a great profile of their social media success at work, the article also brought in a new prospect for FaceTime.

When I develop a customer relations program for a client, I like to develop an integrated program that benefits both my clients and their customers. As part of the sourcing process, I work with end users to determine what their marketing objectives are and how far we can carry their application story for mutual benefit. The result is, at minimum, a published case study with supporting sales collateral, content to feed social media outlets, anecdotal data for press briefings, and Web content. With a cooperative customer, you can extend the program to include webinars, speaking engagements, and more. The key is to make sure that all the participants come out ahead.

The first revelation was that in order for there to be a crisis, you have to have a victim. This seems obvious, but I have known a number of chief executives who look at an internal product failure or a bad fiscal quarter and decide it’s a crisis that needs addressing. Unless the public, or employees, or stockholders are going to be affected (and usually in a dramatic way), there is no crisis.

I also discovered that NOT having a crisis communications plan in place can be expensive. You can’t just think in terms of losses in revenue, reputation, or brand equity. The premiums for E&O insurance are higher if you don’t have a crisis plan waiting in the wings. After all, statistics show that every organization will encounter a public crisis sometime in the next five years.

It’s also crucial that you not only identify corporate spokespersons in advance, you need to train them! CEOs think that talking to the press is the same as schmoozing a venture capitalist or addressing the board of directors. They are wrong! Crisis communications requires a level of understand and finesse that is unlike any other type of PR. If you have doubts, go to YouTube and look up any CEO dealing with a company crisis. If they have prepared, it shows.

What’s wrong with this picture? Would you trust this man with your crisis message?

The real trick in crisis communications is being responsible and admitting there is a problem without pointing fingers or assigning culpability. This is a fine line that can be very hard to walk. If you speak frankly and address concerns quickly about what you know, and stay within your area of responsibility, you can avoid laying blame or making statements that you will have to recant later.

Above all, crisis communications calls for authenticity It’s not just about saving the company’s reputation or shoring up stock price. It’s about being a stand-up corporate citizen that cares about customers, employees, or the planet – whoever has been affected by the company’s error.

So if you haven’t revisited your crisis strategy lately, it’s time. Make sure you have assigned your crisis team, refreshed your contact list, and trained your spokespersons. There’s nothing worse than getting caught unprepared. And when you are caught unwares, repairing the damage to your reputation and your brand, and rebuilding your sales could take more time than you can afford to invest.