The whole idea of integrating social tab in the CRM is to build an integrated interface for users and customers to share and collaborate. With the facility of managing social media from the CRM, you can get a deeper insight into the customer's likes, preferences and opinions and accordingly customize your client approach.
You can get social feeds of a lead by adding the social profile link/URL in the CRM database.
Adding of social links into the CRM:
Clicking on the drop down option, you can choose the social medium for which you want to put the social link.
Note: at present, ConvergeHub only supports Twitter. Integration of other social mediums is soon to follow.
After clicking on Twitter, you can copy paste the social link of the lead's Twitter profile in the empty field.
Once you have copy pasted the link, click on to complete the procedure.
Click on if you do not want to save the social link in the CRM.
Viewing the social updates
You can view the social feed of a lead in 2 ways:
- Clicking on the icon under the lead's image will redirect you to his/her Twitter profile.