Making Use of a CRM With Social Media Integration

by | Feb 17, 2023 | Marketing

There are many ways in which a CRM can be utilised within a business. From sales to customer satisfaction, and even in the marketing phase. In this article, we will discuss how a CRM with social media integration capabilities can be used to simplify your business’s lead generation strategy.

How Does CRM Integrate With Social Media?

Social media marketing is a very effective way of building your brand identity and can be used to gather leads. By running lead generation ads, you can target your ideal customer base and offer them something in exchange for their contact information. Such offerings can include a sale that provides a certain percentage off of a product or service, a lead magnet, and more. These ads can be set up to target individuals with certain jobs, interests, locations, and more, ensuring that the person being targeted has a high chance of signing up and converting into a lead.

However, there is no point in gathering leads if you do not have anywhere to store them effectively. This is where a Customer Relationship Management (CRM) system comes into play. One is able to link or integrate a CRM with social media in a way where the leads generated from social media ads can be stored directly in the CRM. As the lead comes in, your sales team will be notified and they can then react to the lead immediately, contacting the lead, and potentially converting them into a sale.

Social Media CRM Examples

There are two ways in which you can “connect” or “link” your CRM to your desired social media platform and lead generation ads. They consist of:

  • Third-Party Integration Tool: When setting up a social media lead generation ad, you will be able to send your leads through to your CRM by making use of a third-party integration tool. Therefore, your lead will travel from the ad, to the integration tool, and from there travel to your CRM where it will be stored, sorted according to how qualified the lead is, distributed to the correct salesperson, and more.
  • Use a Landing Page: The second way in which your leads can be sent to your CRM is by making use of a landing page. Therefore, your potential lead will click on the social media lead generation ad and be directed to a landing page. Here, they will fill in their information to receive whatever has been promised to them in exchange for this personal information. Once they click submit, their information will be captured in the CRM and the sales process can begin.

Leadtrekker is a South African CRM that has been designed with marketing agencies in mind. Because of this, you will be able to connect it to your social media lead generation campaigns by making use of these two methods, ensuring that you never lose a lead again!

Contact Leadtrekker to find out more about how we can help you capture and secure your leads.

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