Show your social media team how their work impacts sales

Product Updates Published: November 16, 2021
Show your social media team how their work impacts sales

What if your Salesforce and social data could come together to create a 360° view of your customer?

Our Salesforce integration lets you follow your customers on each and every touchpoint they have with your brand on social media and pinpoint their intent in real-time. Not only does it add your customers’ social engagement data to Salesforce, but it also shows you how this channel impacts your bottom line.

Good stuff. As a marketing leader, you will want to share these insights with people who could help you take action on them – your social media team. And Oktopost has a new tool for that: Influenced Opportunity reporting.

Now, you can track how your social content influences sales opportunities right from within your Oktopost account.

Oktopost’s influenced opportunity report

Share all important data with your social media people and give them visibility into some relevant Salesforce analytics without direct access to your CRM. It will empower your team to understand how their work impacts the company’s bottom line and what they can do to make this impact even bigger.

This update is not only about giving your social team a better toolkit; it’s about a brand-new mindset they can adopt to do their job better: having sales-focused KPIs of social media success and being able to attribute some wins to this channel.

Here are just a few samples of what you can build:

A B2B social media manager can get lots of invaluable information from this dashboard.

For example, seeing that opportunity contacts most often engage with your social accounts during the demo stage can inform your strategy: share more middle-of-the-funnel content to get the right information in front of your prospects at the right time.

How to set it up

Like any other Social BI dashboard, you’ll be able to set and customize each Influenced Opportunity report with metrics your team should care about and filter out the rest. We encourage every B2B marketer to report on things that matter to their business instead of using another cookie-cutter analytics tool that will fail to deliver real value.

Do you have any questions or want to share feedback on this feature? Let us know!

Frequently Asked Questions

How does Oktopost enhance Salesforce data with social media insights for B2B?

Oktopost’s Salesforce integration creates a 360° customer view by adding social engagement data to your CRM. It allows B2B marketers to follow customer touchpoints on social media, pinpoint real-time intent, and demonstrate how social channels impact the bottom line directly within Salesforce.

What is Oktopost's Influenced Opportunity reporting and how does it help B2B sales attribution?

Influenced Opportunity reporting is a new Oktopost tool that tracks how your social content directly influences sales opportunities. It enables B2B marketers to attribute social media efforts to pipeline and revenue, providing clear visibility into the channel's impact on the company’s bottom line from within your Oktopost account.

Can Oktopost provide social media teams with sales-focused insights without direct CRM access?

Yes, Oktopost allows marketing leaders to share relevant Salesforce analytics and Influenced Opportunity reports with their social media team without granting direct CRM access. This empowers social teams with sales-focused KPIs, helping them understand and maximize their contribution to company revenue.

What kind of actionable insights can B2B marketers gain from Oktopost's Social BI dashboards?

B2B marketers can gain invaluable insights, such as identifying at which sales stage (e.g., demo stage) opportunity contacts most engage with social content. This data allows for the optimization of social strategy, enabling targeted content delivery (e.g., middle-of-the-funnel content) at the most impactful moments. Reports are fully customizable to business needs.

How does Oktopost help B2B organizations achieve a sales-focused social media strategy?

Oktopost helps B2B organizations adopt a sales-focused mindset by providing tools like Influenced Opportunity reporting and integrating social data with Salesforce. This allows teams to track the direct impact of social content on sales opportunities, establish sales-focused KPIs for social media success, and confidently attribute wins to their social efforts.

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