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Social CRM

Social CRM for salespeople

The Web has gone social, and there’s no turning back. Social networks and social media have revolutionized communication channels and transformed traditional one-way business-to-customer and business-to-business interactions into a complex net of many-to-many conversations. While marketers are realizing the game-changing impact and unprecedented potential insight of sites such as Twitter, Facebook, and LinkedIn, most are still struggling to find the business value and to understand how to apply and manage social media insights in a practical manner. We have a solution: Pivotal Social CRM.

Pivotal Social CRM brings the power of the social Web into your business where it’s most relevant and valuable: within your CRM system. An application module built for the Pivotal CRM 6 and Pivotal CRM for Financial Services 6 platforms, Pivotal Social CRM integrates the most popular and ubiquitous social media tools—Facebook, LinkedIn, Twitter, InsideView, and Google BlogSearch—with your users’ daily activity hub, CRM. This solution brings the deep insight and business intelligence of social media sites into your customer and prospect database, while incorporating social media elements into your marketing team’s natural daily workflows.

Pivotal Social CRM embeds functionality into your existing CRM system and enables you to use Twitter, LinkedIn, Facebook, and InsideView to find relationships, manage events, find leads, and more – uncovering the practical marketing value of social media channels.

Key Features

  • Social Media Integration with Facebook, Twitter, LinkedIn, InsideView, and Google BlogSearch
  • Account Linking
  • Activity Viewing
  • Aggregate Views
  • Social Media Searches
  • Social Media Monitoring
  • Social Media Communication
  • CRM Actions
  • Facebook Event Management
  • Social Media Activity Tracking
  • Relationship Tracking

Here’s what Pivotal Social CRM can do for your sales team

Streamline Public Communication

More channels often mean more work — but not with Pivotal Social CRM. Broadcast marketing messages and corporate announcements to your CRM contacts and social network base in a single step. You can easily expand your social networking presence by inviting customers, prospects, employees, and anyone else in your CRM database to connect through your social networking accounts.

Gain In-Depth Sales Insight

The customer and prospect insight you pass on to sales reaches the next level with Pivotal Social CRM. You know that prospects are out there asking for advice on products and services, but finding the ones that are relevant to your business can be time-consuming. With Social CRM, you can identify prospects and learn what they’re saying and to whom, then take immediate action within the CRM system to assign appropriate tasks and follow-up. You can also gain insight into deal influencers by seeing who your customers and prospects know and how they interact with each other. Identifying “who knows who” can help your sales force pinpoint connections that can provide access to target prospects and decision-makers. Monitoring social media discussions and updates can help uncover potential revenue opportunities and provide intelligence on sales deals.