Social media integration with Zoho CRM gives the sales context to your interaction with customers. Following are the two ways in which you can make use of Social CRM.
The Social Related List in the Detail pages of your leads, contacts and accounts enables you to associate their Twitter and Facebook profiles with CRM.
This way, you will have the sales information of a particular lead/account/contact as well social media details on the same page. When it's time to offer them a deal, you might need to have an idea of what kind of solution they are looking for, what their preferences are, the competitors with whom they are interacting and so on. This will help you pitch to them better.
By default, this feature is activated for all the users with system defined Administrator and Standard profiles. Other profile users can use the integrations only if they have the Social Profiles and Social Tab permission activated in their profile.
To activate Social Integration for users
To start working with the Social related list, you must associate the social media profiles of your leads, contacts and accounts in their respective Detail pages. This enables you to interact directly and easily with the person, while you have the sales context right on the same page.
Once the profiles are associated, the Social related list will contain an overview of all the three associated profiles.
To associate the social media profiles
Once you have associated the profiles of your a lead/contact in their Social related list, you can begin interacting with them from the related list. Following are the different components of the Social related list.
You can add the leads' and contacts' profile images to your CRM account in just a click.
To add profile image
When you no longer want to use the integration, you can revoke the authentication and deactivate the integration.
To deactivate Twitter integration
To deactivate Facebook integration
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.