Tips to Increase Your Social CRM Success

Social CRM can play an important role in your marketing strategies, especially in a world that is hyperactive around social networking. Let’s look at 5 things you can do to increase your social CRM success.

  1. Ensure Your Social Media Messages Are in Alignment With Your Brand Image
    Even with social media, visitors want to feel like it’s a real live person they are talking with. You want to ensure the tone of your messages on your social media sites are in alignment with your company.
  2. For example, a laid back coffee house that caters to university students can have a casual, relaxed tone on their social media page, but a big corporation dealing with money investment must be professional, courteous and information. In other words, know what your brand image is and who your audience is.

Social networks are an important part of today’s marketing strategies; make sure you get the most out of your social CRM.

A Timely Responses to Customers is Necessary
How fast you respond to a customer is as important as your response. The faster the better. We live in a world of ‘instant’ and so when a customer asks a question they want an answer immediately. They should not have to wait hours for their answer. This is especially true if they have a complaint. You will have to work at staying on top of it, but the reward it customer trust and loyalty.

Take Advantage of the Group Feature
Thankfully, the three most important social networks (LinkedIn, Facebook and Twitter) make this simple. You can easily create groups such as Prospects, Current Customers, Positive Feedback, etc. You can then create social campaigns for each group of visitors. This is a very helpful tool.

Be as Human as Possible – Put a Name & a Face to It
People on social media want to interact with ‘real people’ not with nameless corporate entities. When you are building relationships on your social networking make sure that you are using your name and it’s a good idea to have a picture of yourself attached to your ID.

Use Your CRM System to Track More on Your Customer
Integrating your social networking with your CRM system allows you to record far more information on your customer. Don’t let an opportunity pass you by. This is a great way to build your customer profile, which in turn will help you to be able to create marketing campaigns that are even more targeted.

Social networks are an important part of today’s marketing strategies; make sure you get the most out of your social CRM.

Benefits of CRM in Your Marketing

When you combine CRM with marketing automation, you get more than a new system. You create a powerful marketing and sales tool that can improve the quality of your lead generation, make your market to sales handoff more efficient, automate marketing campaigns, and do much more. Marketers will enjoy better marketing accountability and find it easier to see ROI. Let’s look at 3 benefits to blending CRM and marketing software.

  • You Can Automate Lead Qualification
    One of the biggest problems between sales and marketing teams is that the quality of the leads is poor. Gathering data using a marketing automation system allows marketers to score and grade their leads. That means the highest qualified leads go directly to sales. Leads that reach a specific score threshold and grade are automatically assigned to sales personal. This really cuts down the amount of manual processing that has to happen. The lead assignments are more effective and efficient.
  • Improve the Quality of Revenue Tracking
  • When your CRM and marketing automation system are integrated, ROI reporting on campaigns is far easier. Bi directional syncing means that campaigns you create in your marketing automation platform map directly back to your CRM software. This allows closed deals to be tied back to the campaign they occurred in. Closed leap reporting increases the quality of the reporting and allows for accurately measuring ROI and projected revenue, tracking marketing spends, and attributing revenue to a specific marketing campaign.
  • Allows for More Targeted Messages to Occur
  • The majority of buyers want to receive different targeted content at every state of research. In fact, a recent study said 77% want this (Pardot’s 2013 State of Demand Generation Study).
  • This behavioral information that marketing automation tool collects can be used to send a targeted message to your prospects. These emails can be very personalized and they can attract the interest of the prospect at the various stages of the buying cycle. The creation of one on one email communication based on criteria will increase the relevance of your emails and that’s going to make costumers happy.
  • There are many other benefits to incorporating CRM with marketing automation, but these three key points should be enough to get your attention. Much of today’s marketing is carried out through email and social media, as well as, a company website. The combination of these two tools can increase the effectiveness of your marketing campaigns.

We live in a hyper social world and that’s also where you will find your customers sharing their opinions, offering compliments and voicing their complaints about your products/services.

How to Achieve Success with Social CRM

Facebook and Twitter are the two most commonly used social networks but there are many others. It is difficult to separate customer relationship management from social media management; however, just having social CRM alone isn’t adequate. You will need to choose a management solution that fits your company and then develop guidelines and strategies that work within it.
Let’s look at how you can create a successful social CRM strategy.

  1. You Need the Right Resources
    Social networks allow you an opportunity like never before to deliver your customers great service. However, your team is setup to solve problems it can be a frustrating experience for your customers. Consumers are extremely impatient with hold times on the phone, but they are also becoming impatient with how social help requests are handled, so keep this in mind.
  2. You Need a Solid Platform to Conduct Social CRM

You want to choose a comprehensive social media management platform so that you have quality listening, top-notch engagement capabilities and the ability to monitor. Your social platform needs to seamlessly integrate with your CRM system and it should be customer centered. Off point solutions are a thing of the past.

  1. Reward Your Customers That Are Loyal
    Those customers that exclusively engage with your brand via social media should be rewarded. You can create a loyalty code to keep those customers. You can also offer a discount code for prospects to entice them to make that purchase. If a customer leaves a positive feedback, reward them by sending them out a personalized message with a discount offer. Send it via snail mail for extra impact.
  2. Identify Who Your Social Influencers are and then Engage Them
    Use the social media tools available to you to identify who is responsible for driving the most conversation around your brand. Then reach out to those individuals and start to build a relationship with them. Measured Analytics is an excellent tool to use here.
  3. Remember to Talk to Your Customers
    If you want to build a powerful social media presence, you will need to engage your customers and visitors in two-way conversation don’t just shove information out there for them. No one likes to be talked at.
    Implement these 5 tips to help you get the most out of your social CRM endeavors.

CRM Experts Share 6 Top Marketing Tips

CRM experts know that your CRM system can play a key role in your marketing campaign. Let’s see what the top 6 marketing tips are.

  1. Use the Subscription Management Page to Gather Marketing Data
    Don’t just use the subscription management page to allow recipients to opt out or change their email preferences. Make the most of it. Use it gather additional marketing data. For example, you can use a web form to gather support requests or you can use a survey to obtain your customer’s feedback. Make the most out this opportunity to engage with the customer.
  2. Do Not Just Use Email Communication for Your Nurture Program
    Your nurture campaign should involve both email and a personal phone call from the sales staff. You can trigger a CRM workflow from within the nurture. This will create a reminder for the sales staff to follow up with this customer on the nurtured lead.
  1. Use Dynamic Content to Simplify Email Marketing Campaigns
    There is no need to create tons of various email templates to send the same message to different audiences that you are targeting. Just create a single template and then take advantage of dynamic content creating a customized experience for the email recipients.
  2. Manage Your Live Events by Combining CRM Systems With Marketing Tools
    Take advantage of web forms to gather registrations, send out save the date emails and other reminders. You can also connect your CRM system with Eventbrite to collect the most data about the live event you are having.
  3. Grow the Power of Your Automated Marketing Tools with CRM Workflows
    You can evaluate the answers to your survey and then send any negative responses the department or personal in your company by using the customer workflow in CRM.
  4. Use Social Media to Collect Data, Use it And Analyze It
    Social media is used to communicate with customers, but why not use your CRM system to collect social networking data and then align it with your other marketing and sales information in a way that will help you to understand your customer much better. Social data offers deep insights that can aid you in your marketing campaigns, as well as, selling to your customers and serving them better.
    These are 6 simple things that CRM experts recommend that allow you to get the most out of your marketing through taking advantage of your CRM system to its full capacity.

How to Automate Your CRM Marketing

CRM marketing is a powerful tool that savvy marketers take advantage of.

One real advantage is your ability to automate the process. Using the right tools, you can save yourself and staff a great deal of time. Rather than spending your time running campaigns that can be automated you can spend it following your marketing activities and learning what’s working and what’s not.
Your CRM system offers you the opportunity to instantly access customers and their personal information. With the aid of an eMarketing tool, you can take that information and use it to create marketing campaigns that are scheduled to be sent out at specific times.
Let’s have a look at what the workflow would look like.

Step #1 Plan

The first thing you need to do is have a plan. You will determine who your target group is and what content you are going to send them. You will decide on a theme for your campaign or newsletter. For example, you might be sending out a monthly newsletter that’s full of helpful tips or you might be putting together a campaign for a promotional item or big sale. Your themes will change depending on what it is you are trying to accomplish.


Step #2 Production
Here is where you will design the actual mailing using your eMarketing tool. You will add your text and whatever images you want in the mailing. You can create landing pages that when your viewer clicks the link will take them instantly to that landing page. You can include as many links as you want. Even in your newsletter these should be thought of as sales opportunity.


Step #3 Follow Up
Ironically, this is where many marketers fall down. They send out their campaigns and that’s the end of it. You will want to look at your mailing report so that you can see what’s working and what’s not. In your mailing report you will be able to see what links your readers are clicking and you will even be able tell what content they prefer. You will get an excellent look at what it is your readers are interested in.

When you use an eMarketing tool that’s fully integrated with your CRM you can automate many of the functionality, such as add anyone who clicks on specific link in your mailout and tag them for later action, or you can add people by specific interests. Just as easily, you can remove people.
For a long time CRM has been associated with sales but CRM actually stands for Customer Relationship Management and your marketing is a key part of that. Today is the day to start taking advantage of this powerful tool in your marketing.

CRM Marketing Needs To Align With Multiple Technologies

If you are going to create customer relationship management that is highly effective at the enterprise level you are going to need to create a database strategy that incorporates many different technologies along with integrating different business functionality such as sales, customer service and marketing.


If you really want to get the most out of your CRM technology, marketing needs to have a solid relationship with the IT Dept. This is not the same type of alignment that marketing would have with sales. The IT Dept deals with installing, maintaining, and supporting technology within the organization and they make the decisions about technology. When marketing correctly aligns with the IT Dept, they will be able to get access to the marketing systems they need to achieve their goal and get the marketing outcomes they desire.

It takes time to build this relationship with the IT Dept, so start earlier rather than later. It will be especially beneficial to you. It’s also important not to get IT involved too late in your CRM strategies. The earlier you integrate them, the better they will understand your needs and the more help they can be to you.


If you are using cloud based software you will need to have your IT Dept involved because there are many concern for your other data systems. Everything needs to be compatible, privacy needs to be ensured, and it must be secure.

You need to your IT Dept’s help here!
Another excellent alignment is with sales. Sales already has the data relating to current customers and in that, data will be trends that can help you with your current marketing campaigns. However, in today’s world it’s also important to reach out beyond the sales department.
For example, savvy CRM marketers are turning to social networking and integrating that into the CRM database. Again, here’s a need for your IT Dept. Social media offers you an incredible amount of data on potential customers, such as what they like, what they watch, what they follow, personal information, and the list goes on. This information, when integrated with existing database information can be used to create powerful CRM marketing campaigns that are second to none.

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To date, there has never been the ability to easily collect so much information on customers and potential customers. The use of social media is affordable and readily available. Many refer to it as the biggest marketing tool to ever be available.
The key is to make sure you are taking advantage of multiple technologies and venues to gather the information you need to build a strong and effective marketing campaign.

Are You Ready to Use CRM in Your Marketing?

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