Discussion Forums

How about a little social media?

 
New Member
5 posts

With the social media age upon us, I think it’s important to have some sort of integration with Twitter / Facebook / LinkedIn streams for contacts. And even killer feature would be pulling in mentions of my company from each of these social sites into a dashboard in Solve360. This would give me a one-stop experience for all my biz communication needs - and save me tons of time.

And, in general, if there’s any mention of integration with social media planned, could anyone direct me to forum posts?

Avatar
Lyncean
348 posts

I use digsby and sometimes tweet deck to manage all that good stuff.

As much as I like social media stuff, I see this being more applicable to the manager of a company, not necessarily all the employees!

I’m the type that likes to compartmentalize, so keeping social media separate from my crm / pm works really well for me personally.

New Member
5 posts

I know, I use a couple of different tools to track social relationships. And, being the primary in a small business, I still want a solution that lets me track what my leads/prospects - even clients - are doing in social media integrated into my CRM so that I can one-stop-shop.

And I can see benefit for a sales or development team of employees as well. For instance, what if a sales person was able to track tweets with a glance in ‘360. It’s possible they could find information about a prospect that could help on closing a deal. I would think it’s more likely for the sales person to put tweets and prospect’s needs together if they could be viewed, considered, researched and tracked all in that prospect’s account in ‘360.

Avatar
Lyncean
261 posts

I agree with dmiracle. When I was researching CRM’s I found a few that integrated that information really well into the contact view and it was fantastic. Gist comes to mind.

Avatar
Administrator
286 posts

It’s absolutely interesting e.g. to follow what a prospect is saying about a competing CRM system as they evaluate yours wink  Social media can definitely help better understand a client and manage interactions with them.

Avatar
Lyncean
261 posts

You know which I picked right? <g> To me S360 is the best out there and we’re all just trying to ‘help’ make it better. It’s your job to keep us in line with the vision <g>.

New Member
5 posts

I’m blown away by S360. Some features and 3rd-party stuff not in place as I’d like it yet. But the interface is lovely and it’s so easy to use…yet powerful.

Would just love to follow tweets for prospects and clients inside.

Apprentice
6 posts

I second those who want dynamic social media functionality. Maybe it wouldn’t be right/appropriate for some situations/companies; in that case, they wouldn’t have to use it.

Personally, I LOVE being able to click on a contact and then click on their Twitter and/or LinkedIn and/or Facebook—especially their Twitter. It is not only fun, but often quite helpful. A couple of other CRMs that I have used (and that I am now transitioning from to Solve360)have that feature and it is awesome.

Right now, I am going to have to make lists in my Twitter Feed and in Tweetdeck just for my business contacts; but having it within Solve360 would be great.

Part of what I do in my business is work with clients on their Social Media Strategy, so this functionality would be an integral part of my business activities.

Could you move this request closer to the top of your feature update queue? Thanks!

New Member
2 posts

http://www.briansolis.com/2010/03/customers-ignite-a-new-era-of-crm/#comment-18713

Interesting!  Good discussion—I agree!  Integrate Facebook, LinkedIn, Twitter more fully!

If possible: include some trends monitoring too.  Tweetdeck is useful to me, but for my taste it is ugly and entirely utilitarian.  It would be awesome to include some of those social features as well.

Thanks!

Avatar
Lyncean
48 posts

Agree too.

There is a convergence between CRMs, social comm aggregators, email clients and collaboration platforms (even reputation monitoring apps).  See http://www.dynamicscrmtrickbag.com/2010/05/08/social-crm/

For example, contacts, organizations and project could have tabs for Twits, RSS feeds, Alerts, ... for reputation monitoring, competitive analysis, opportunity mining, etc. 

Whichever CRM embraces this trend will take the lead. S360 is a strong contender with BantamLive, Batchbook, Worketc, Moobiz and the like or Teambox or Huddle.

Worst case scenario, Google might try to buy you…

Avatar
Lyncean
128 posts

+1 for this feature

Avatar
Lyncean
348 posts

Have to throw in an argument against Social Media in my CRM.

I don’t see the need for this, particularly when you can configure a note to embed streams.

Furthermore, there are Social Media apps that are far more powerful and better suited to managing these types of things. Adobe has poured millions into TweetDeck. HootSuite is a great SaaS app that does Social Media, and then there’s Loic’s Seesmic.

I would rather have CRM/PM developers spend time develop CRM/PM than social media, particularly when the space is already so darn crowded.

Want Social Media tightly integrated with Solve360? Open a tab next to your S360 tab and fire up HootSuite.

Personally, I use TweetDeck, monitoring all my friends / lists / trends / competition non-stop.

Avatar
Lyncean
128 posts
adrian@vm - Jul 22, 2010 04:05am

Have to throw in an argument against Social Media in my CRM.

I don’t see the need for this, particularly when you can configure a note to embed streams.

Furthermore, there are Social Media apps that are far more powerful and better suited to managing these types of things. Adobe has poured millions into TweetDeck. HootSuite is a great SaaS app that does Social Media, and then there’s Loic’s Seesmic.

I would rather have CRM/PM developers spend time develop CRM/PM than social media, particularly when the space is already so darn crowded.

Want Social Media tightly integrated with Solve360? Open a tab next to your S360 tab and fire up HootSuite.

Personally, I use TweetDeck, monitoring all my friends / lists / trends / competition non-stop.

Thanks for the tip! Didn’t even know that was an option.

Avatar
Sentinel
25 posts

As a small business owner, I would find it helpful have facebook and twitter icons right near the google and linkedin icon so I could just go there quickly.  Also, these icons take up much less space than a regular field so the contact page is much less cluttered. 

Please, please add this.

Avatar
Lyncean
58 posts

We are still in the setup phase of S360. Loving it. Like all systems there will be bits it won’t have that we want, and bits it does have that we didn’t know we needed , till I used them, ;)

I definitely see a need for all the “guff” in the SMedia our clients, partners, suppliers, verticals, horizontals and their grannies have to belch out.

So I do use Tweetdeck, Hoot, and others. Have been known to Copy/paste, and or direct links in my CRMs which have all worked for us previously.

Little icons next to names would work nicely too.

There is definitely a need to integrate, however I think S360 could easily work with a SM partner, someone who’s business is SM, then find a way to connect the S360 with them for our benefit, rather than focus away from the current road maps. Mind you as I type some may see this as mission critical for their business.

perspective perspective.

Avatar
Lyncean
62 posts
adrian@vm - Jul 22, 2010 04:05am

Have to throw in an argument against Social Media in my CRM.

I don’t see the need for this, particularly when you can configure a note to embed streams.


What are the steps for accomplishing this? Currently I have links in all my contact records pointing to Gist but would much rather have it inside of Solve embedded in a note. Thanks!

Sentinel
28 posts

With the limited development resources S360 has, and the alternatives available (as mentioned above), I’d rather see the S360 team spend their time improving the CRM/PM functions.
Let’s not lose sight of what may be the most important feature of any system: SPEED. If the system becomes too bloated, responsiveness may suffer.

Avatar
Lyncean
62 posts
Frantz - Jan 21, 2011 12:30pm
adrian@vm - Jul 22, 2010 04:05am

Have to throw in an argument against Social Media in my CRM.

I don’t see the need for this, particularly when you can configure a note to embed streams.


What are the steps for accomplishing this? Currently I have links in all my contact records pointing to Gist but would much rather have it inside of Solve embedded in a note. Thanks!

I was able to figure this out through other posts. I now have Gist profiles embedded in notes. Thanks for this tip. Now if there was only a way to automate this process (other than setting up an activity template with a pre-populated formatted text box).