3 Ways to Integrate Salesforce With Other Platforms

Here are three ways Salesforce can be integrated with social media platforms:

Social Listening and Engagement

• Salesforce Social Studio allows you to monitor conversations about your brand, products, or industry across various social media platforms such as Twitter, Facebook, or Instagram.
• Gather real-time insights into customer sentiment, trends, and mentions related to your organization. This helps in understanding customer perceptions and responding promptly to inquiries or issues.
• Track interactions and engagements with your social media posts directly within Salesforce. For example, record likes, shares, comments, and click-through rates to gauge the effectiveness of your social media campaigns.

Lead Generation and Customer Profiling

• Integrate social media platforms with Salesforce to capture leads and contacts from social media interactions.
• Use social media interactions and profile data to score leads based on their engagement level and likelihood to convert. For instance, identify prospects who frequently engage with your content or express interest in your products/services.
• Enrich Salesforce CRM profiles with social media data to create a comprehensive view of each customer. This includes their social media handles, preferences, and interactions, enabling personalized communication and targeted marketing campaigns.

Social Media Advertising and Campaign Management

• Integrate Salesforce with social media advertising platforms (such as Facebook Ads or LinkedIn Ads) to manage ad campaigns directly from Salesforce.
• Use Salesforce data to create targeted audiences for social media ad campaigns. Leverage CRM data such as customer demographics, behaviors, and preferences to refine your ad targeting.
• Monitor the performance of your social media ad campaigns within Salesforce. Analyze metrics such as impressions, clicks, conversions, and return on ad spend (ROAS) to optimize your advertising strategies and allocate budgets effectively.

Orchid Connect is a woman-owned Salesforce implementation firm with 30 years of experience serving associations, non-profits and small/medium businesses. We specialize in strategic and implementation services, go-to-market support, and ongoing support. To learn more, reach us at reachout@orchidconnect.com.