Melissa Campanelli’s The View From Here: How Twitter Helped Tax Season Run Smoothly for TurboTax

If you think you’re busy putting your taxes together during tax season, think about how busy it must be for the employees at Intuit, who work with its TurboTax brand.

If you think you’re busy putting your taxes together during tax season, think about how busy it must be for the employees at Intuit, who work with its TurboTax brand.

To help make the process of answering all the questions it receives during tax season more efficient and effective, TurboTax launched a major Twitter initiative in February. It enlisted 40 employees — everyone from tax experts to product managers to support reps — to answer both tax and software questions through its Twitter account.

The process was managed with the help of ExactTarget’s Twitter platform CoTweet, a sort of CRM Twitter software that enables users to easily search for questions across Twitter about taxes; assign customer tweets to the right expert within the company; and respond to the customer in short order. In fact, the program enabled TurboTax employes to answer tweets in less than four minutes.

The program worked. After April 15, TurboTax surveyed its customers and received the following results:

  • 54 percent of TurboTax Twitter followers specifically sought tax help;
  • 48 percent of users said TurboTax was effective in helping them complete tax returns; and
  • 77 percent of users said they’d likely recommend TurboTax.

Best practices
Because of the success TurboTax enjoyed, I asked Chelsea Marti, public relations and social media manager at TurboTax, to come up with some best practices associated with using Twitter for business. She offered the following three:

1. Remember that you’re a brand. “While you may want to personalize your approach with your Twitter followers, remember that you’re a brand first; don’t invade their personal spaces,” Marti said. “Start out by introducing yourself and saying hello, then start answering questions. Don’t start hawking your products or throwing information at them right off the bat.”

2. Keep it fun. “We find that we have much better engagement with followers when we’re light-hearted and friendly,” Marti said.

3. Plan ahead. “Before you begin an enterprise-level Twitter program, have a plan in place,” Marti warned. “Spend a substantial amount of time searching for how people are talking about your brand on Twitter before answering questions.”

Do you have any Twitter for business best practices you’d like to share? Please do so here.

Author: Melissa Campanelli

Melissa Campanelli is Editor-in-Chief of Total Retail. She is an industry veteran, having covered all aspects of retail, tech, digital, e-commerce, and marketing over the past 20 years. Melissa is also the co-founder of the Women in Retail Leadership Circle.

Leave a Reply

Your email address will not be published. Required fields are marked *