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Real Social CRM

By on Jun 7, 2011

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The following post is by Michelle Murrain and was originally posted on her blog, the Zen and the Art of Nonprofit Technology. In addition to blogging, Michelle is a board member for Aspiration, an organization focused on software development in the nonprofit sector, and a past member of the board of NTEN, the Nonprofit Technology Network. Thank you Michelle for sharing this blog post with Connection Café!

So I do have social media ennui, but I am also somewhat of a data geek, and cool ways of moving social media data into one’s nonprofit data workflow is pretty important in my most humble opinion. This post on Social CRM is not going to contain one buzz phrase. It’s going to talk about one particular, interesting example of how to move social media data into a real live CRM -the one you might even be using now – Salesforce.

This example uses an app from the Salesforce AppExchange, called “Salesforce for Facebook and Twitter.” To make things just a tad confusing, this is also called “Salesforce for Social Media” and “Salesforce for Twitter.”

There are likely many more options, but this is one I’ve seen that is pretty cool, although it has its weak spots. It definitely is geared more toward the “Service Cloud” than the “Sales Cloud.”

You can set up multiple twitter and Facebook accounts, and each Facebook account can have access to multiple pages. It’s all done via OAuth, which is cool. Once you set up the accounts, you can then grab conversations:

You can filter and sort, just like records in any other SF object. You can choose whether or not to send Twitter or Facebook identities to Leads, Contacts, or Person Accounts. You can choose to create cases from tweets or FB posts as well.

You can tweet or post to Facebook directly from Salesforce:

And it works:

You can schedule tweets and Facebook posts as well.

There is a lot more you can do – it’s a pretty cool tool. The one thing I can’t seem to find – and I don’t know whether this is in development, or they won’t ever do it – is import your social graph into salesforce – your Facebook fans or your twitter followers. I’m not sure why this is, exactly. It seems a big gap to me. But then, it is the folks who engage with you who you definitely want to make sure to keep track of.

Anyway, if you are a user of either Salesforce, the Nonprofit Starter Pack, or Convio Common Ground, this is definitely a tool to know about.

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From time to time, a guest blogger will appear on npENGAGE. Guest bloggers are industry experts contributing useful, relevant content to the conversation on npENGAGE. If you are interested in being a guest blogger, contact the editor.

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