To successfully implement a social CRM strategy, it is essential to have a clear understanding of what you hope to achieve. This will enable you to determine how often you should post content, and what kind of content is most likely to result in engagement from your audience.

If one of your goals is customer retention, you should engage with current customers on Facebook and promote offers that might convince them to buy from you again in the future.

If you’re looking for ways to keep your customers longer, it’s time to use social CRM.

This blog post discusses how you can improve your social CRM strategy by using social media channels such as Facebook and Twitter to interact with customers and potential customers.

1. Customer Tracking and Personalization

This is something that is essential and goes without saying for the reliable performance of your CRM system- you must know your customer well.

By using CRM, you can keep track of what your customers need and want. This allows you to tweak your processes to better suit their needs.

An effective CRM strategy includes personalization.

When you share information that is specific to what the person you are talking to needs, you are helping them make a more informed decision. This also creates trust and credibility between you and the person you are talking to.

Use your CRM system to see how potential customers move through your sales process. Look at the data to see what causes conversions and add those factors into your business strategy.

If you want your interactions with others to be more relevant and targeted, keep track of their behaviors and preferences.

Tracking customer activity and using that information to improve your CRM system can provide you with feedback and insights.

2. Devise an Effective Content Strategy 

Although you may be tired of hearing it, content marketing is extremely important.

You can generate more leads with content marketing for 62% less money than you would with traditional marketing methods.

Your CRM efforts will only be successful if you include content that is relevant to your customer’s journey. Make sure that this content matches your buyer personas and journey stages.

This means that you can send the right message to the right person at the right time.

Your conversion rate can be significantly increased by maintaining a channel of informative and engaging content for your contacts. You can include various content types in this channel, such as white papers, guides, videos, blog posts, etc.

3. Focus on Re-Engagement

Customer engagement is an important part of your CRM strategy.

It is important to show your customers appreciation through loyalty and rewards programs. This will help foster customer loyalty and provide you with opportunities to upsell. Incentivizing your customers will help keep them coming back to your business.

For example, BIGContacts shows upcoming birthdays, past interactions, and other personal information, which can help you send personalized messages and offers to your customers.

The CRM system can also be used to track your customers’ purchasing behavior. This data can help you offer relevant offers and reward schemes to increase customer retention.

4. Keep CRM Data Clean

It is important to manage and update your customer data correctly, as it can become obsolete otherwise. Therefore, data deduplication should be included in your CRM strategy.

This will help keep your CRM database organized and accurate, allowing you to provide excellent service to your customers.

It is important to regularly clean up your CRM system in order to prevent any errors or inconsistencies. You should also get rid of any leads that are no longer useful to your business.

It is important to keep the data in your CRM system current. This will help you avoid giving your customers inaccurate information, which could damage your credibility.

This text is discussing the importance of regular audits in order to keep a CRM tool working properly. It is important to define clear objectives for the audits and to create a proper maintenance schedule. By doing this, you can keep your database free of errors and always usable.

5. Maintain Business Halth with Reporting and Analytics 

The effectiveness of CRM is heavily dependent on reporting and business analytics.

If your organization uses reports to collect data, you can use that data to make more informed decisions that will help your organization grow.

The reports can help you get a better understanding of how your business runs and how well your team performs.

The tab mentioned allows you to include only the most important fields in the report for a more focused view of your company’s data.

Your CRM’s analytics can help you uncover trends and identify business opportunities. Make more precise forecasts and decisions by taking full advantage of the data available.

6. Track Customer Queries

Customer service is important for establishing a brand’s reputation and increasing customer satisfaction. How quickly issues are resolved and the quality of support offered are both significant factors in customer retention.

A customer service relationship management strategy should be implemented in order to retain more customers. Automated alerts, canned responses, and quick resolution should be included in the plan.

It is important to respond quickly and reliably to customer queries. By dealing with customer requests and complaints effectively, you can maintain a strong presence in the marketplace and continue to grow your business.

A CRM tool like BIGContacts can help your support team deliver more customized solutions by unifying customer tickets with contact information. This way, they can tailor solutions to fit the specific needs of each customer.

You can also keep tabs on support tickets and manage them without having to go back and forth between different applications. In addition, having everything in one place makes it easier for different business departments to work together smoothly, which leads to a more seamless customer experience.

7. Use Experienced Data Analysts

To manage this effectively, you need to be able to handle a large amount of social data and match it to specific customer records.

The data needs to be used to segment customers based on social behaviors, and outbound campaigns are developed to communicate to these segments.

Small organizations generally don’t have to worry too much about this issue, but it’s a different story for organizations with huge databases.

The only way to achieve commercial success is to have a professional data analyst who can manage databases, model data, mine data, and analyze data to create sophisticated customer segments based on social media.

An experienced data analyst can help you turn social media data into marketing strategies.

8. Test Outbound Communications

You should have your database structured for social CRM, develop a strategy, identify your mix of technologies, and experiment to see which delivers the results you want.

You should test your outbound communications with a pilot campaign before implementing them on a larger scale. This will allow you to gauge the effectiveness of the communications and make any necessary adjustments.

Start with a small campaign based on social behaviors, then learn as much as you can to fine-tune your next campaign.

9. Respond to Customers Promptly

Brian Coughlin, an SEO analyst at, states that it is not only important to have a response to customer complaints, but it is also important to engage with the customer as soon as possible.

Coughlin says that you should answer questions and address complaints quickly, as this will improve customers’ trust in you.

10. Put a Human Face (or name) on Your Social Media Conversations

You’re not just a nameless corporation-you’re a person too.” Peter Friedman, chairman and CEO of LiveWorld, believes that in order to build strong relationships with customers through social media, it is important to be as human as possible.

According to Friedman, people do not want to interact with companies or nameless flacks, they want to interact with real people. Therefore, by appearing more human, companies can create stronger relationships with their customer base.

“Encourage your social media representatives to be themselves and show their personality, as long as it aligns with your brand attributes and goals,” says Friedman. “For example, if your company has a Twitter account that is used by multiple employees, make it clear that there is a real person behind the tweets by including their name at the end of each message.”

11. Make Sure Your Social Media Messaging is Consistent With Your Band Image

Chris Apaliski of Magic Logix advises that companies strike a balance on social media between appearing human and staying true to their brand.

Apaliski explains that the tone a company takes in its auto replies should be based on the company’s image. For example, a restaurant that makes a lot of money from happy hour can afford to be more casual, while a data company needs to be informative yet courteous. He advises knowing your business and audience in order to create an effective strategy.

12. Monitor What Your Customers are Saying So You Can Quickly Respond

Root recommends that people “anticipate problems before they are presented to you” as a way to solve them.

Monitoring social media can help businesses identify customer service issues so they can be resolved before support tickets come in.

You can also use tools like Google Alerts,, or to be alerted when your clients are appointed, promoted, or quoted in the media. This way, you can congratulate them on their success.

These acts of kindness will show your clients that you care about them, and will help to cement your business relationship.

13. Don’t Feed the Trolls

Alex Beard, the senior vice president and general manager at, claims that trolls can be found in every corner of social media, looking to cause conflicts with companies.

Bard defines a troll as somebody who makes inflammatory or non-constructive statements online in order to elicit a strong emotional response from other users.

If you’re thinking about responding to an angry tweet or Facebook comment, be aware of the person’s intentions. Don’t feed the troll by responding to inflammatory statements.

It’s important to know the difference between people who are just looking to cause controversy and those who may have a legitimate grievance.

Even if you have great offerings and customer service, there will be times when customers complain on social media. Some complaints may be more valid than others.

Deleting a negative comment can be more harmful than the comment itself, except for when the comment is highly inappropriate or offensive.

If you delete bad feedback, your customers may think you care more about your online image than about them. Be proactive and professional when dealing with negative feedback.

14. Let Customers Know How and When to Reach You

Brand’s social media pages should include a statement about the page’s purpose, including the hours the page is monitored and a timeframe for when customers can expect a reply, according to Jon Schepke, CEO and founder of SIM Partners.

If a customer is displeased or requires extra assistance, take the conversation offline by providing an email address or phone number they can contact for direct support.

15. Use Social Profile Data to Augment Contact Information

According to Root, by studying customer data from social profiles, marketers can get a better understanding of who their current customers are and what kind of people they should target in future campaigns.

The most dedicated and communicative social media followers your company has are very valuable. Forming bonds with these supportive customers as well as those with the most social sway can transform your online presence into one of several communities.

For example, you can run a Twitter event based on a particular hashtag promotion. Give a shoutout to the customer who has been most active in your community this week. Send out discount offers or promotional codes to reward customers who are engaged.

Social CRM is how businesses can take advantage of social media to connect with more customers than ever before.

Define Your CRM Strategy

If you want to improve your financial situation, it can help to have a plan with specific goals, a strategy for achieving them, and a way to track your progress.

The process of building the strategy mentioned above can help your business build long-lasting relationships.

Any of the strategies in this article can be adopted to make your CRM system more productive.

The profitability of your CRM largely depends on both the software you choose and the techniques you employ. Make sure to take the time to consider which software would be the best fit for your organization’s needs and develop a clear strategy for its usage.

About the Author Brian Richards

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