Generate Lead/Opportunity from Social Marketing

Social Marketing Lead help you create and manage all potential leads/opportunities from social conversion. Messages from social pages will be synchronized into one system.

Requirements

This tutorial requires the installation of the following applications/modules:

• Viindoo Social Marketing - CRM

Note

To generate lead/opportunity from Social Marketing, make sure that the integration social marketing with social media page was done, refer to Integration Social Marketing with social media page

Receiving The Customer’s Needs

When a customer or partner sends a message to your social page, this message will be synchronized with your instance and combined in the Social Conversation channel, you can check through the Discuss application interface.

The customer sends a message to your social page.

Your social page receices message.

Social page’s message is synchronized with your instance.

Creating The Lead/Opportunities

At the chat window, after discussing with the customer through this channel, if the customer seems to be a potential customer, the system supports you to create a new lead/opportunity by clicking ‘/’ and selecting social_lead.

Add title for the opportunity.

Navigate to CRM application and check the list of leads/opportunities, you will see a new lead/opportunity created with the same title as the image above.

See also

Related article

• Get Organized and Planning for customer care activities

Optional module

• Social Marketing