06 / Restime Social Networks

How to connect social networks with business and CRM

Reach and clicks are intermediate steps. The company needs to know what happened after them.

6 min read · Restime

In this article

Where the problem startsA practical way to look at itHow it connects to the businessWhy Restime

Reach and clicks are intermediate steps. The company needs to know what happened after them.

01 / Operational reality

Where the problem starts

Marketing reports interactions and business invoices results, but there is a lack of common language between the two. A contact from a campaign appears in CRM without a source, the marketer doesn't know the ad promise, and marketing doesn't know which audience brought in the valuable client.

02 / Practical approach

A practical way to look at it

The link starts with consistent campaign, offer and conversion naming. The form or reservation passes both the source and the context to CRM. The store will record the qualification and the result. Marketing then learns from business events, not just platform metrics.

03 / Connected context

How it connects to the rest of the business

Web Design creates the right landing page, Booking a specific term, and CRM the next business step. Invoices will replenish the trade value. Social Networks will get aggregated feedback to help improve content and audience without mixing sensitive data.

What to take away

Three practical principles

  1. 01Transfer the source and context of the contact to CRM.
  2. 02Agree on a common definition of a qualified conversion.
  3. 03Optimize for business outcome, not just clicks.

Your process

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