How to implement 
social CRM and learn 
from your customers
What’s the difference between CRM and social CRM?
Customer 
Relationship 
Management 
is a method for 
managing your 
sales, marketing 
and customer 
service interactions 
with customers. 
CRM
Social CRM 
is a strategy that 
combines CRM tools 
and technologies 
with the workflows 
and processes of a 
business.
Why is social CRM 
important to my business?
From an online survey of 500 Twitter users in the US and UK by Market Probe International and Twitter
How can I 
get started 
on social media?
Choose your 
social network
Many networks may call
Choose wisely
Study the etiquette, tone 
and nuances of conversations on each network.
Discover how or if a social network can work for 
your business.
Talk to your 
customers 
online
Social media users are responsive to new and interesting content.
They will engage with, react to 
and shape trends.
Establish long- term relationships
Foster relationships with 
customers through streams 
of regular conversations.
These regular conversations with 
customers will provide you with 
greater customer insight.
Encourage customer engagement
You can announce new 
product features on Twitter.
You can run product related 
polls on a LinkedIn group.
Let social media inform your business
Use social media to keep up-to- 
date about customers, 
leads and business partners.
Follow their LinkedIn 
page, Twitter stream 
or Facebook page.
How can I implement 
social CRM?
Have you identified your brand or product’s biggest online champions and influencers?
Have you identified your brand or product’s biggest online champions and influencers? 
Do you manage an internal community where customers and business partners contribute?
Have you identified your brand or product’s biggest online champions and influencers? 
Do you manage an internal community where customers and business partners contribute? 
Is your company connecting and conversing with partners, leads and customers on LinkedIn?
Have you identified your brand or product’s biggest online champions and influencers? 
Do you manage an internal community where customers and business partners contribute? 
Have you used your Facebook company page to engage with a customer or lead? 
Is your company connecting and conversing with partners, leads and customers on LinkedIn?
sagecrm.com 
Download our free eBook “Making every customer conversation count” 
http://bit.ly/SageCRMSlideS

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