Introduction
Integrating your 1Stop Install CRM account with social media enhances customer communication through real-time data exchanges. While social media platforms provide the opportunity to connect with many individuals, a CRM helps you identify and connect with the right people to help your business grow.
1Stop Install Social allows you to integrate your Facebook and Twitter accounts with your 1Stop Install CRM. This integration not only allows you to efficiently monitor and engage in social media activities from a single platform, but it also offers insights into the importance of individual customers to your business.
With 1Stop Install Social, you can:
- Manage and post to your company's social media accounts from your 1Stop Install CRM account.
- Add leads from social media into your 1Stop Install CRM account.
- Monitor customer feedback on social networking sites.
- Focus on posts from important customers/prospects by creating custom streams.
- Keep track of real-time activity, including likes, posts, comments, tweets, retweets, messages, and mentions related to your brand on Facebook and Twitter.
- Interact and engage with your customers across social media channels.
Understanding The Social Tab
The Social Tab consists of the following sections:
- Dashboard
- Monitor
- Post
- Activity Log
Dashboard
The Dashboard includes two distinct tabs that organize your social media interactions and messages: the "Conversation" tab presents posts, comments, mentions, likes, tweets, and responses from Twitter and Facebook, while the "Message" tab contains replies and private messages from Twitter and Facebook.
Monitor
The Monitor tab lets you select the type of interactions or conversations that you want to view for each social network. For instance, you can opt to display only mentions, timeline, or likes columns and access these results within the Twitter network. Similarly, you can select page mentions within Facebook to group and view all related posts. You have the flexibility to add as many columns as needed for each network, and rearrange them by simply dragging and dropping to your preferred location.
Furthermore, you can actively track specific keywords and save the search results columns for future reference. To access the latest posts or content associated with these keywords, a simple column refresh is all that's required.
Exclusively for Twitter accounts, you can perform the Keyword and User Search action and save those columns to display the said tweets sorted by recency.
The Keyword search function allows you to search for specific keywords on Twitter and store the search results. For example, if you're in the mobile app development industry, you can search for terms like "mobile app development," "iOS devices," "Android devices," and more. These search results will be archived as a new column in the CRM view. Whenever you refresh the content within this column, you'll stay informed about the ongoing discussions surrounding these topics on Twitter.
Similar to the Keyword search, you can also monitor posts from specific customers. For example, if you want to stay informed about what your regular customers are saying about your business, you can set up a User search for these customers. This will display the Twitter timeline of those contacts. By regularly refreshing the content in this column, you'll receive ongoing updates about what these customers are sharing on Twitter.
Integrating Facebook And Twitter
To begin working with 1Stop Install Social , you must first integrate your company's Facebook and Twitter accounts with your organization's 1Stop Install CRM account. Only a user with administrative privilege can enable this integration. Once a social media account has been associated, other users will be able to access the data in the Social Tab based on the permissions granted to them.