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Social CRM

Harness the relationship-building power of social networks across your sales, marketing & customer service teams

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. Whether you are a marketer, a salesperson or a customer service professional, chances are, you are already beginning to use social media as part of your role.

Pivotal Social CRM brings the power of the social Web into your business where it’s most relevant and valuable: within your CRM system. The solution 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 team’s natural daily workflows.

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 Social CRM can do for your sales team

Streamline Public Communication

Broadcast marketing messages and corporate announcements to your CRM contacts and social network base in a single step. 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

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.

Understand Relationships

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.

Coordinate Multi-channel Marketing With Ease

Easily manage online and in-person marketing events on Facebook from within the CRM system. Use Social CRM to track the effectiveness of your social media campaigns and initiate CRM actions, such as lead entry according to social media responses.

Open Up a New Customer Service Channel

Social CRM lets you easily capture support incidents from any social media update and assign them for prompt follow-up. You can also use Social CRM to leverage social media for service and technical broadcasts and communicate with your customers via social media for service and support.