Demo video: Social Marketing Lead
Overview
This module helps businesses create and manage potential customers (leads) directly from social media conversations while storing chat history in leads to provide complete context for customer care.
Key Features
- Quick Lead Creation in Chat Window
- Use the /social_lead command to capture potential customers as they interact via chat.
- System automatically saves conversation content into leads to support interaction history tracking.
- Links leads with message sender information, creating consistent data in CRM.
Benefits
- Save Lead Processing Time
- Sales staff can create leads immediately when customers interact, no manual operations needed.
- Provide Complete Information
- Chat history is stored in leads, helping understand customer needs directly from chat content.
- Efficient Data Synchronization
- Automatically links leads with message senders, minimizing errors from manual data entry.
Target Users
- Online Businesses
- Leverage social media to attract and manage potential customers.
- Sales & Customer Service Staff
- Track and process leads directly from social media messages.
- Marketing Teams
- Improve customer outreach efficiency through CRM integration.
Supported Editions
- Community Edition
Installation
- Navigate to Apps.
- Search with keyword viin_social_lead.
- Press Install.
Instruction
Instruction video: Social Marketing Lead
On the Facebook or LinkedIn page you post, customers and partners will interact directly with you via live chat. At this time, you will receive notifications and chat directly from the chat window of the Socail Marketing app.
At the chat window, the system supports you to create opportunities by clicking '/' and selecting social_lead.
Add title for the opportunity.
Navigate to CRM > Pipeline, you will see a new opportunity created with the same title as the image above.
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