Question

Topic: Social Media

Tracking Social Media Prospects & Conversations

Posted by KathyAd on 2/25/2015 at 9:16 PM ET 50 Points
Does anyone know of a tool for tracking social media prospects and conversations? I am talking about tracking activity BEFORE a prospect would go into a CRM system as a lead, or do you just put them into Salesforce right away?

For example, let's say on Twitter that I start conversations with 20 physicians or retweet their tweets. I am thinking of making a spreadsheet of these 20 physicians and entering the data I know (anything I can get from their profile or geographic location), and noting that I talked with these people on Twitter on February 25.

Then let's say I reach out to all 20 physicians again one week later (on March 4). I would note that in the spreadsheet, along with any more information I learn about each of them.

And then let's say after 6 months of interactions I add them to our nurture email list, or introduce them online to one of our salespeople, or something like that — and maybe then officially put them into Salesforce.

Does anyone have experience with this? Do you know of good software to use or any good articles?

Thanks very much!
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RESPONSES

  • Posted by Jay Hamilton-Roth on 2/26/2015 at 8:15 AM Accepted
    I'd put them directly into Salesforce, adding information as you determine it. That'll help later on to fine-tune your sales funnel.
  • Posted by Peter (henna gaijin) on 2/26/2015 at 12:36 PM Accepted
    If it is someone who you have decided you want to track, I agree that they should go right into your CRM (Salesforce). Is there some reason that you don;t want to do this?
  • Posted by KathyAd on 2/27/2015 at 1:07 PM Author
    I guess I am not rushing to put them into Salesforce for 2 reasons: (1) I want to have a really quick snapshot of each social platform (2) but mostly because I figure only a portion of these people will truly become contacts or prospects.
  • Posted by Shelley Ryan on 3/10/2015 at 1:39 PM Moderator
    Hi Everyone,

    I am closing this question since there hasn't been any activity in at least 10 days.

    Thanks for participating!

    Shelley
    MarketingProfs
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