{"id":35458,"date":"2020-10-30T00:00:00","date_gmt":"2020-10-30T00:00:00","guid":{"rendered":"https:\/\/newrcblog.wpengine.com\/5-benefits-of-using-a-social-crm-for-small-business\/"},"modified":"2025-03-13T06:23:09","modified_gmt":"2025-03-13T13:23:09","slug":"social-crm","status":"publish","type":"post","link":"\/us\/en\/blog\/social-crm\/","title":{"rendered":"What is a social CRM\u2014and how should you choose one?"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">When it comes to consumer behavior on social media these days, it\u2019s no longer just about sharing photos or updates from their day. In fact, social media has become a force that can really influence sales and move the needle for a variety of businesses.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From Facebook and Instagram ads to company profiles, reviews, and more, there are a lot of ways to get your brand out there. But the key to creating a social media presence that truly makes a difference for your business? Use it as a listening tool.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s right\u2014it\u2019s easy to think of <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/social-media-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">social media<\/span><\/a><span style=\"font-weight: 400;\"> as a space for broadcasting only, but it\u2019s also a valuable place to engage with your target customer.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">More and more, users are expecting quick replies, customer service, and engagement with brands on social media. And the ones that follow through receive <\/span><span style=\"font-weight: 400;\">valuable customer loyalty<\/span><span style=\"font-weight: 400;\"> in return.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Of course, all of that <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/customer-engagement\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">engagement <\/span><\/a><span style=\"font-weight: 400;\">is easier said than done. It\u2019s hard enough to stay on top of your customer service requests via emails, phone calls, and <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/instant-messaging-programs\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">messaging<\/span><\/a><span style=\"font-weight: 400;\">, without even thinking about social media. That\u2019s where a social <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/best-crm-for-small-business\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer relationship management tool<\/a> (social CRM) comes in.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using the right social CRM software tracks and simplifies the process of connecting with customers on social media.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By unifying a customer profile not only with their emailing record, but also social media, a social CRM paints a fuller customer picture. Plus, it allows you to flag complaints and quickly address customer service questions. And, with shared access across departments, you can easily assign a follow-up to the right team member from sales, marketing, or support.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As a communications company that keeps teams all around the world connected to each other and customers, we know that, with any new technology investment for your business, it can be hard to know if it\u2019s <\/span><i><span style=\"font-weight: 400;\">really<\/span><\/i><span style=\"font-weight: 400;\"> going to make a difference for you.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s why today we\u2019re diving deep into social CRMs. Here\u2019s what we\u2019ll cover:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><a href=\"#what\"><span style=\"font-weight: 400;\">What is a social CRM?<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#look\"><span style=\"font-weight: 400;\">What to look for in a social CRM<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><a href=\"#five\"><span style=\"font-weight: 400;\">The 5 best social CRM software tools<\/span><\/a><\/li>\n<\/ul>\n<hr \/>\n<p class=\"p1\">How customer-obsessed is your business? Are you providing a good experience\u2014both on social and off? Take the quiz to find out.<\/p>\n<p class=\"p1\">\n<div class=\"download-form-widget standart-download-form\" data-url=\"https:\/\/netstorage.ringcentral.com\/documents\/quiz_how_customer_obsessed_your_business.pdf\" data-id=\"69d2adcedb3b6\" id=\"69d2adcedb3b6\">\n\t\t<button tabindex=\"on\"  on=\"tap:69d2adcedb3b6.toggleClass(class='open')\" class=\"open-modal-download-action download-form-button\" type=\"submit\">\ud83c\udf1f Want to provide better customer service?<\/button><\/p>\n<div class=\"download-form-modal\">\n<div class=\"download-form-modal-body\">\n<div class=\"download-form-modal-content\">\n<div class=\"download-form-modal-title\">\ud83d\udc40 Ready to see how your business stacks up? <\/div>\n<form class=\"download-form SMB\" method=\"post\">\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Full Name\" aria-required=\"true\" aria-invalid=\"false\" type=\"text\" name=\"fullname\" placeholder=\"Full Name\" data-dl-events-hover=\"true\" data-dl-element=\"text\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<input class=\"download-form-input\" aria-label=\"Email (please enter a work email address)\" aria-required=\"true\" aria-invalid=\"false\" type=\"email\" autocomplete=\"on\" name=\"email\" placeholder=\"Email (please enter a work email address)\" data-dl-events-hover=\"true\" data-dl-element=\"email\" data-dl-additional-info=\"download form\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"popup_form\" value=\"1\">\n\t\t\t\t\t\t<\/div>\n<div>\n\t\t\t\t\t\t\t<input type=\"hidden\" name=\"Lead_Entry_Source__c\" value=\"RC Blog\" class=\"download-form-input\"\/>\n\t\t\t\t\t\t<\/div>\n<div class=\"download-form-part\">\n\t\t\t\t\t\t\t<button class=\"download-form-submit\" type=\"submit\" data-dl-element=\"button\" data-no-auto-dl=\"true\" data-dl-additional-info=\"download form\" data-dl-name=\"Take the quiz\">Take the quiz<\/button>\n\t\t\t\t\t\t<\/div>\n<\/p><\/form>\n<p> \t\t\t\t\t<button on=\"tap:69d2adcedb3b6.toggleClass(class='open')\" role=\"button\" tabindex=\"0\"  class=\"download-form-modal-close\"><\/button>\n\t\t\t\t<\/div>\n<div class=\"download-form-modal-thank\">Enjoy the quiz! <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p>\n<hr \/>\n<h2><span style=\"font-weight: 400;\"><a id=\"what\"><\/a><br \/>\nWhat is a social CRM?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">We know what you\u2019re thinking: \u201cHow does a <em>social<\/em> CRM differ from a traditional CRM?\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Well, as the name suggests, with a social CRM it\u2019s as easy to track and respond to a customer interaction via Facebook or Twitter as it would be with phone or email inquiries using a traditional CRM.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019re still thinking of social media as <em>just<\/em> a marketing opportunity that\u2019s mostly you broadcasting messages that potential customers receive, then you\u2019re missing out.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In fact, one-sided social media is one of the biggest mistakes we see small businesses make. We know it can be time-consuming or overwhelming, but until you start seeing social media as a two-way conversation, it\u2019s not going to work for you as efficiently as it could.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using a social CRM, it\u2019s easy to create and manage those conversations with your customers and prospects.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are just some of the key benefits of having a social CRM. It helps you:\u00a0<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Provide quick, accessible <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/customer-service-tech-startups\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">customer service<\/span><\/a><span style=\"font-weight: 400;\"> for easy-to-resolve issues\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Engage with customers and prospects in real time\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Create a positive brand image by helping your team flag and respond to social media complaints\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Find and celebrate your biggest fans and advocates<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Nurture better relationships with your audience<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">There are many benefits of a social CRM, but they boil down to one thing: creating a real connection with your customers (and potential customers). And that\u2019s the kind of brand relationship that boosts sales and <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/return-customer\/\" target=\"_blank\" rel=\"noopener noreferrer\">keeps customers coming back.<\/a><\/span><\/p>\n<h2><span style=\"font-weight: 400;\"><a id=\"look\"><\/a><br \/>\nWhat to look for in a social CRM\u00a0<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">So, having a social CRM helps you engage with your customers and leads on social media, but how exactly does it do that?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There are a couple of key things you need to look for when it comes to choosing a social CRM software.<\/span><\/p>\n<div class=\"tip\">\n<div class=\"tip-heading\"><b>\ud83d\udca1 Pro-tip:\u00a0<\/b><\/div>\n<p>Remember, it should do more than just keep a record of what happened. A good social CRM should make your life easier as you&#8217;re building an online community\u2014even if you don&#8217;t have a big team or if it&#8217;s just you.<\/p>\n<\/div>\n<p><span style=\"font-weight: 400;\">Here are the tasks your social media CRM should ideally be able to manage.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Unified social notifications<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When you have customer messages and requests coming from email, phone calls, social media, chat, and more, it can understandably get hard to keep track. Factor in that social media requests can come as comments, DMs, subtweets, and more\u2014it\u2019s tough to manage it all.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With a social CRM, you should be able to see a stream of all your new notifications in one place, so you can read and respond immediately to exciting engagement opportunities, <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/customer-support\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">customer service requests<\/span><\/a><span style=\"font-weight: 400;\">, and happy customers all in one place. For example, with RingCentral Engage Digital, you can see all of a contact&#8217;s previous online\u2014and even over-the-phone\u2014touchpoints with you, consolidated into one profile:<\/span><\/p>\n<p><a href=\"https:\/\/www.ringcentral.com\/digital-customer-engagement.html\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone size-full wp-image-44859\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/03\/engage-digital-all-sources-conversations.png\" alt=\"engage digital all sources conversations\" width=\"900\" height=\"456\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Whatever tool you choose, there should also be a way to manage, prioritize, and assign messages of all kinds so that the right team, whether it\u2019s sales, service, or marketing, knows to get in touch.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Integrations with other communication tools<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">As you\u2019re managing your social notifications, it\u2019s not enough just to know that they came in\u2014you also have to respond to them, of course. That\u2019s why it\u2019s crucial to find a social CRM software that connects with your communications tools.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With the right technology integration, you\u2019ll not only be able to see that customer messages came in and look back through past messages but also respond seamlessly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For instance, when you <\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/?q=crm&amp;appCategory=CRM\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">connect RingCentral to your CRM<\/span><\/a><span style=\"font-weight: 400;\">, you\u2019re able to call customers with a single click from your CRM interface, automatically log customer communications, and seamlessly share records from your CRM with team members so everyone is on the same page. Here&#8217;s what the Salesforce integration looks like:<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-44476\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/10\/salesforce-ringcentral-integration-1024x657.png\" alt=\"salesforce ringcentral integration\" width=\"1024\" height=\"657\" \/><\/p>\n<h3><span style=\"font-weight: 400;\">Customer contact records<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Obviously, contact records are the bread and butter of what most sales teams use a CRM for, and, with a social CRM, it\u2019s no different.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The key when you\u2019re looking for a social CRM is to find one that can deepen your contact records by tracking a lot more than when you called or what their latest email said. By unifying contact records across social media platforms, you can save your support team from redundant work and paint a clearer customer picture for everyone.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The added context from a social CRM helps your team provide better service and create an exceptional brand experience.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Plus, a two-way sync between your social CRM and sales, marketing, and customer service software tunes you into all kinds of new <\/span><a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/customer-engagement-strategies\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">customer engagement opportunities<\/span><\/a><span style=\"font-weight: 400;\">. For instance, the right social media tracking helps you discover and reward your greatest promoters.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Social listening and sentiment analysis<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">One feature that some social CRMs offer to help you stay on top of criticism is social listening with sentiment analysis.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Social listening allows you to monitor conversations, on your brand page or otherwise, with certain keywords (like your company\u2019s name). This tool can be used to find new leads, study industry trends, and never miss a mention of your product.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Combined with sentiment analysis, you can get a feel not only for when people are talking about you, but how people feel.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Use these tools to keep a pulse of how your brand is being talked about on social media, keep an eye on what the competition is up to, or just be sure negative feedback receives a quick response.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400;\"><a id=\"five\"><\/a><br \/>\n5 best social CRM software tools<\/span><\/h2>\n<h3><a href=\"https:\/\/www.ringcentral.com\/digital-customer-engagement.html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">1. RingCentral Engage Digital<\/span><\/a><span style=\"font-weight: 400;\">\u2122<\/span><\/h3>\n<p><b>Best for: <\/b><i><span style=\"font-weight: 400;\">Delivering great customer service via multiple social media channels with limited resources and time<\/span><\/i><\/p>\n<div class=\"rc_custom_video\"><a class=\"rc_custom_video__link\" href=\"https:\/\/www.youtu.be\/PZC3o5YN90E\">\n\t\t            <picture><source srcset=\"https:\/\/i.ytimg.com\/vi_webp\/PZC3o5YN90E\/maxresdefault.webp\" type=\"image\/webp\"><img decoding=\"async\" class=\"rc_custom_video__media\" src=\"https:\/\/i.ytimg.com\/vi\/PZC3o5YN90E\/maxresdefault.jpg\" alt=\"\">\n\t\t            <\/picture>\n\t\t        <\/a><br \/>\n\t\t        <button class=\"rc_custom_video__button\" aria-label=\"Play video\"><svg width=\"68\" height=\"48\" viewBox=\"0 0 68 48\"><path class=\"rc_custom_video__button-shape\" d=\"M66.52,7.74c-0.78-2.93-2.49-5.41-5.42-6.19C55.79,.13,34,0,34,0S12.21,.13,6.9,1.55 C3.97,2.33,2.27,4.81,1.48,7.74C0.06,13.05,0,24,0,24s0.06,10.95,1.48,16.26c0.78,2.93,2.49,5.41,5.42,6.19 C12.21,47.87,34,48,34,48s21.79-0.13,27.1-1.55c2.93-0.78,4.64-3.26,5.42-6.19C67.94,34.95,68,24,68,24S67.94,13.05,66.52,7.74z\"><\/path><path class=\"rc_custom_video__button-icon\" d=\"M 45,24 27,14 27,34\"><\/path><\/svg><br \/>\n\t\t        <\/button>\n\t\t    <\/div>\n<p><span style=\"font-weight: 400;\">Not sure your company really needs all the features of a social media CRM, but still want to be able to manage your social media conversations? We\u2019ve got just the solution for you.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">RingCentral Engage Digital lets you stay in control of all your social media platforms in one place.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With connections for <\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/engage-digital-youtube-channel-connector\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">YouTube<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/engage-digital-instagram-connector\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Instagram<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/engage-digital-facebook-messenger-channel-connector\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Facebook Messenger<\/span><\/a><span style=\"font-weight: 400;\">, and <\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/engage-digital-twitter-channel-connector\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Twitter<\/span><\/a><span style=\"font-weight: 400;\">, the platform allows you to respond to comments and messages across these platforms through a single unified dashboard. No more toggling endlessly between different tabs and windows:<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-44860\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/03\/engage-digital-channels.png\" alt=\"engage digital channels\" width=\"1000\" height=\"506\" \/><\/p>\n<p><span style=\"font-weight: 400;\">By aggregating every single comment into one place, you can ensure that you\u2019ll never miss an opportunity for engagement.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">AI-enabled routing and conversation assistance routes interactions to appropriate agents across all digital channels and streamlines the process of crafting responses.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, what\u2019s the distinction between RingCentral and a CRM? RingCentral doesn\u2019t quite have the same customer records system that you might be used to seeing in a CRM and doesn\u2019t have some of the traditional CRM features you might need, like lead scoring and deal tracking.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It <\/span><i><span style=\"font-weight: 400;\">does<\/span><\/i><span style=\"font-weight: 400;\">, however, still consolidate social identities into a single profile, so you can see a history of interactions across channels for a given customer.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you decide that customer records are worth the upgrade to a true CRM, RingCentral does <\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/?q=crm&amp;appCategory=CRM\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">integrate with many great options<\/span><\/a><span style=\"font-weight: 400;\">\u2014including all the ones on this list\u2014so you can keep your communications in one place but still have notes and customer records organized and unified.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But if you decide a true CRM is a bit more than you need, and you\u2019d rather just add social media to your customer support communications strategy, then RingCentral is a good option.<\/span><\/p>\n<hr \/>\n<p class=\"p1\"><span class=\"s1\">\ud83d\udd79\ufe0f<\/span> Get a hands-on look at how RingCentral works by booking a product tour:<\/p>\n<p class=\"p1\"><button data-href=\"#leadform-popup\" class=\"js-open-popup-activator btn primary\" >Choose a time<\/button><\/p>\n<p>\ud83d\udcb0 You can also <strong><a href=\"http:\/\/www.ringcentral.com\/roi-calculator\" target=\"_blank\" rel=\"noopener noreferrer\">use this calculator<\/a> <\/strong>to see roughly how much your business could save by using RingCentral to support your team&#8217;s communication with each other\u2014and clients.<\/p>\n<hr \/>\n<h3><span style=\"font-weight: 400;\">2. Salesforce Social Studio<\/span><\/h3>\n<p><b>Best for:<\/b><em><span style=\"font-weight: 400;\"> Companies already using Salesforce or looking to invest in a very sophisticated, full-fledged CRM platform<\/span><\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-44866\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/10\/salesforce-social-media-crm.png\" alt=\"salesforce social media crm\" width=\"857\" height=\"493\" \/><\/p>\n<p><span style=\"font-weight: 400;\">We probably don\u2019t have to introduce you to Salesforce\u2014they\u2019re a giant in workplace SaaS options and offer seemingly everything a business could need, including a social CRM.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Called Social Studio, their social media CRM offers features like sentiment analysis to help you see how people are feeling, organized into a handy dashboard with statistics like number of mentions, top words used, and how many posts you\u2019ve been publishing.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can also get a single view of customers by routing social posts to your CRM and open service cases based on social media interactions.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can not only reply to comments on social media, but create, collaborate on, and approve content for multiple social accounts in one place.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The drawback? With a price tag beginning at $1,000\/month, Salesforce is best suited to larger organizations or those that really want to prioritize social\u2014and pay accordingly.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">3. Zoho CRM<\/span><\/h3>\n<p><b>Best for: <\/b><em><span style=\"font-weight: 400;\">Companies already using Zoho CRM or the Zoho suite<\/span><\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-44867\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/10\/zoho-social-media-crm-1024x731.png\" alt=\"zoho social media crm\" width=\"1024\" height=\"731\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Zoho is another popular CRM that also has a social tab, which allows you to monitor the mentions, keywords, and people that matter to your business in a handy dashboard.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While this kind of social monitoring can help your team across departments, Zoho is really focused on optimizing social media for your sales team.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, Zoho makes it easy to add leads to your CRM based on social media conversations, either manually or automatically using automated lead generation rules.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s a two-way street, with automatic alerts that let you know whenever any of the leads already in your CRM are talking about you on social media\u2014ideal for salespeople who want to optimize timing for <a href=\"https:\/\/www.ringcentral.com\/us\/en\/blog\/sales-call-planning\/\" target=\"_blank\" rel=\"noopener noreferrer\">sales calls<\/a> or keep an eye on what a certain lead is thinking.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you miss a notification, these interactions are also filed in that contact\u2019s details, along with deal history and other important interactions. All of those details in one place add great context to sales calls and responses to posts alike.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While free accounts are available, you\u2019ll need the paid plan to get the social CRM features, starting at $12\/user\/month when paid annually.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">4. HubSpot<\/span><\/h3>\n<p><b>Best for:<\/b><em><span style=\"font-weight: 400;\"> Companies looking for a broad tool that covers marketing, customer service, and sales\u00a0<\/span><\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-44868\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/10\/hubspot-social-media-crm-1024x605.png\" alt=\"hubspot social media crm\" width=\"1024\" height=\"605\" \/><\/p>\n<p><span style=\"font-weight: 400;\">HubSpot is another giant, with software solutions that work across marketing, sales, and support departments. Their social media inbox tool is a good option for companies that want to monitor and respond to social media messages in a place where the whole team can access.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With HubSpot, you can either manually publish or schedule content across social media platforms, and then monitor responses and reply to comments right within HubSpot.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">On the social dashboard, you can see every interaction, and create custom keyword monitoring through \u201cstreams\u201d so every team member can see the interactions that are important to them.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">HubSpot has a number of products, plans, and bundles to build your own suite or marketing, sales, and customer service software, with basic free tools and more advanced options starting at $45 per month.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">5. HappyFox<\/span><\/h3>\n<p><b>Best for<\/b><span style=\"font-weight: 400;\">: <em>Social media customer service on Facebook and Twitter<\/em><\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-44869\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2020\/10\/happyfox-social-media-crm.png\" alt=\"\" width=\"924\" height=\"492\" \/><\/p>\n<p><span style=\"font-weight: 400;\">HappyFox isn\u2019t quite a social media CRM, but we wanted to provide an option that was more focused on the customer service side of things, in case that aligns better with your social media goals. HappyFox is a social help desk software that allows you to provide incredible customer service to your customers right where they are.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Through their integration with Facebook, HappyFox converts all Facebook messages and posts on your account into support tickets, automatically converting your responses to Facebook messages when you hit send.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By integrating with Twitter, you can similarly manage Twitter requests in your help desk by converting Tweets to support tickets, as well as monitoring brand mentions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ultimately, this is one solution for getting all of those public requests and complaints in one place so they can be handled quickly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But, since it only works for Facebook and Twitter, this might not be the right fit if your brand is looking to deliver customer service on Instagram or YouTube.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Does your business need a social media CRM?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Ultimately, every business is going to be different when it comes to technology needs. But if you\u2019ve decided it\u2019s time to turn social media into a two-way conversation, it might be time to look into getting a social CRM or a great alternative like RingCentral.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whatever technology tool your business chooses to use, you\u2019ll be well on your way to humanizing your brand and creating a true connection with your customers.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And that\u2019s just good business\u2014because when customers feel truly engaged and endeared to your brand, they\u2019re more likely to repurchase, promote, and share your message.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>When it comes to consumer behavior on social media these days, it\u2019s no longer just about sharing photos or updates from their day. In fact, social media has become a force that can really influence sales and move the needle for a variety of businesses. From Facebook and Instagram ads to company profiles, reviews, and &#8230;<\/p>\n","protected":false},"author":29,"featured_media":44696,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17901],"tags":[260,884,401,444,885,402,445,343,254,162,886,383,270],"class_list":["post-35458","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-leadership","tag-business-success","tag-crm","tag-customer-community","tag-customer-relations","tag-customer-relationship-management","tag-customer-service","tag-customers","tag-facebook","tag-marketing","tag-small-business","tag-social-crm","tag-social-media-strategy","tag-twitter"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What is a social CRM\u2014and how should you choose one? | 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