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Linking Social and CRM

Build better digital campaigns and prove that they work.

Your organization is active on social, but are the users you engage with online actually becoming paying customers? Are the customers who do engage with you on social more valuable than those that don’t?

If these questions stump you, you’re not alone. Only 10% of the marketers we surveyed with Altimeter for our Social Transformation Report said their organizations sync their social data with their CRM systems. But leading organizations are quickly discovering that syncing social data with CRM systems is the key to building effective social campaigns—and proving that they work.

This guide breaks down why social CRM is so critical for driving (actual) business value from social, and four easy ways to get started.

What you’ll learn

  • How CRM lists can help you hone in on custom audiences so your digital campaigns cost less and reach the right people.
  • A step-by-step process for turning engaged social users into trackable leads in your CRM system—and how to convert those leads into customers.
  • How B2B and B2C companies use social listening to join the right conversations online and create meaningful engagements.
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