Do More in Microsoft Dynamics with Oktopost

on September 2, 2020

Do More in Microsoft Dynamics with Oktopost

Much like other B2B decision-makers, your customers and prospects spend a lot of time on social media.

Many of them follow your company pages and regularly engage with your posts. Are you factoring their social interactions into your customer experience strategies? Even better – do you use social data to improve how your organization market, sell and support your products and services?

There is nothing like releasing a new integration, knowing it will bring Oktopost’s magic to more of our customers. So we did it again! Today, we’re happy to announce our integration with Microsoft Dynamics 365.

By connecting Oktopost with Microsoft Dynamics 365, you will be able to improve customer experience, personalize sales conversations and streamline social media attribution, making an impact across the whole organization.

Enrich Lead and Customer Data

Similar to our Salesforce integration, Oktopost is sending engagement data collected from social channels to Microsoft Dynamics and appending it to your leads and contacts.

This allows you to tailor further interactions with your customers based on their topics of interest and better evaluate your prospects’ stage.

Every time a lead or contact interacts with your social content, Oktopost automatically creates a Social Activity record in Dynamics. Each social activity contains detailed information including the type of engagement, campaign, social network and more – down to the specific social profile the lead engaged with, be it your corporate page or one of the advocates.

All this data will be available inside your CRM – and you can use it any way you want. Here is a couple of good use cases.

Report on How Social Impacts Open Opportunities

Social data might be a missing piece for your sales and customer success teams to close a deal or prevent a high-value customer from churning.

By integrating Oktopost with Dynamics, you can leverage our data to analyze and report on how social content impacts open sales opportunities.

In addition to setting up integration inside Oktopost, you can install the Oktopost Social Activities solution for Dynamics. It will automatically create a dashboard named Oktopost Social Insights that includes a few useful views and reports based on your customers’ and prospects’ social activities: such as engagement by channel, social sentiment score and more.

You can also use this data in your other Dynamics dashboards.

Attribute Leads to Social Channels

Here’s a fact: social drives revenue for B2B. But without Oktopost, you won’t be able to measure it. As part of the integration, Oktopost updates your contact and lead records every time a person interacts with your brand on social media.

This will help uncover blind spots in the buyer’s journey and correctly attribute leads to social media channels, proving that your social marketing efforts make a difference.

And the same goes for generating new leads. Once you enable the integration, you see the Microsoft Dynamics Sync button in our People Database. Now you can add new social leads to your CRM, without leaving Oktopost. To ensure that your lead database stays organized, we recommend customizing fields in Oktopost’s manual sync form to match the required fields in your CRM.

 

That’s just a few examples of how Oktopost makes Dynamics an even more capable and powerful tool. Our new integration can help take your social marketing to the next level, enabling you to prove ROI and connect social media to your company’s bottom line.

The integration will be added platform-wide later this month. If you want to enable it for your account today, please contact our team.

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