Ledgeview Partners and SalesforceSocial media management in combination with CRM bridges the gap between your sales and marketing departments to create an optimal experience that will benefit your whole business.

It’s a story as old as the digital age: your marketing team is working tirelessly to post new tweets, Facebook posts, LinkedIn updates, and more.

Meanwhile, the sales department is working to engage prospects and leads, take meetings, guide the customer, and close sales.

So, where is the connect?

Social media management should not be a feared term in the world of CRM anymore.

When you complement your CRM system with social media management, you place the customer right at the heart of your organization.

This will help you drive sales and create new opportunities.

Social media management with CRM offers a complete picture of the customer experience to your team, so you aren’t wasting time as a sales or marketing team member chasing the wrong people, and they are getting the messages on social media they want to be getting.


By practicing social media management through CRM, you stop interrupting people with content they aren’t interested in and become what they are interested in.

The benefits of Social CRM go beyond that. Consider these positives before you dive in:

1. Building Deeper Relationships: As your customers become well-known between your sales and marketing teams, your ability to understand and empathize with your customers becomes more apparent.

This, ultimately, gives you an advantage in communicating with them effectively through social media.

2. Competitive Intelligence: With social media management and CRM, you can monitor why your leads, prospects, or “unknowns” are angry with their current technology.

This gives you the advantage of reaching out to them, resolving their problem, addressing their needs, and closing the deal.

3. Improved Research and Organization Growth: Social analytics are thorough in most CRM systems. Within it, you can monitor customer conversations, and develop better branding initiatives to meet your customers’ ongoing social media and product or service demands.

4. Encourages Team Proactiveness: Social Media allows you to get ahead of the curve if you know how to monitor it, but if your marketing team’s specialty is not with social media, monitoring social media analytics through your CRM system poses a huge benefit for their education and awareness.

Your efforts will be boosted and focus will become clearer with where you should be posting and targeting your customers in social media.

Even if your customers aren’t directly tagging you in content, there is the ability to set up tracking to stay involved in your brand’s conversation with your customers, whatever your level of experience with social media.

5. Increases Inter-Departmental Communication: Once you implement social media tracking in CRM, it will be easier for your sales and marketing team to visualize their connection, and see how they can work together to achieve success with your customers.

Getting your team members on the same page encourages conversation between them.

6. Productivity Increases: Once you can see social media analytics in your CRM system, you are able to create a more efficient task list to meet your company’s social demand.

Sales and marketing will see a dual-benefit in where to reach your customers and how.

Social media management in CRM connects you to your customers, but it also connects your marketing and sales departments.

There is a variety of technology that can be used to accomplish effective social media management in CRM.

Salesforce Marketing Cloud’s Social Media Studio, for example, is a good option for Salesforce Users, while those using Microsoft Dynamics 365/CRM may opt to integrate Microsoft Social Engagement for Social Insights to monitor their progress with digital communications.

If you want more tips on marketing and sales alignment, click here.

Learn more about the possibilities of social media management and CRM by connecting with a Ledgeview Partners Marketing Consultant. Click here to get in touch.

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