Overview of Social in Nonprofit Vertical CRM
Before you actually start marketing to donors, the first important rule is to get to know your prospects well: what interests them, what kind of service they are looking for, etc. Today, one of the best ways to understand this is by following and keeping track of what your prospects say on social media. Millions of people post updates on Twitter, Facebook and Google+. Among those, there are some who talk about what causes and interests they may have.
The question is, how will you connect these social interactions with your CRM database to follow the people who are prospective donors and members or who can become one in future? The answer to this is Nonprofit Vertical's CRM's integration with Twitter, Facebook and Google+. This integration is the key that connects the social interactions of your leads and customers on Twitter, Facebook and Google+ with the data in your CRM account.
Brand Interactions: Associate company's Twitter, Facebook and Google+ Accounts
Monitor your nonprofit's Twitter, Facebook and Google+ pages, search relevant topics and engage with constituents and leads from within the Social tab. This is an Organization-specific feature that an Administrator needs to set up. Users with Social tab profile permission can access it.
Individual Interactions: Associate Twitter, Facebook and Google+ profiles to your leads and contacts.
Find out more about your leads/contacts and new business opportunities by associating Twitter, Facebook and Google+ profiles of your leads and contacts in Nonprofit Vertical CRM. This is a User-specific feature and so users can use their own Twitter, Facebook and Google+ accounts to associate the social profiles of their leads and contacts. They need the with Social Profile permission to use this feature.
To learn more about setting up social watch this short video:
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