How has integrating your social media management platform with your CRM transformed your workflows or improved your customer engagement? What benefits or challenges should we consider before pursuing a similar integration?

Applications & PlatformsFeedback
1.4k viewscircle icon1 Upvotecircle icon2 Comments
Sort by:
SVP of Marketing in Banking8 months ago

Haven't adequately done this and interested in community feedback for Salesforce customers.

Lightbulb on1
Director of Marketing8 months ago

Integrating a social media management platform with a CRM can greatly enhance workflows and customer engagement.
Benefits
Offers a complete picture of customer interactions for personalized communication.
Enables quicker, more contextual responses to customer inquiries.
Automates tasks, reducing manual effort and boosting efficiency.
Provides deeper insights into customer behavior and campaign performance.
Links social interactions directly to CRM records for improved tracking.
Challenges
Technical challenges in ensuring seamless data flow.
Compliance with data privacy regulations.
Potential expenses for software, development, and maintenance.
Requires team training and overcoming resistance to change.
Not all platforms are compatible, limiting options.
Assess your needs and resources to determine if the integration is worthwhile.

Lightbulb on1

Content you might like

If you could change one thing about how your organization initially implemented its hybrid work structure, what would it be?

Read More Comments

How are you thinking about or implementing content governance strategies, especially when it comes to highly technical user generated content across multiple websites?

Which business function do you see the most need for automation?

Sales11%

Marketing30%

Accounts Payable22%

Accounts Receivable14%

Legal5%

HR12%

Other (pls comment)3%

View Results

AI and Research in Marketing and Communications: How Are You Ensuring Quality and Truth Over Speed? As AI becomes embedded in our day-to-day marketing operations, from customer insight to content strategy, it’s clear we’re gaining speed and scale. But are we sacrificing veracity and quality of output in the process? One of the biggest challenges I'm seeing is the rise of hallucinated content in AI-generated research.   - How do we ensure AI systems are surfacing trustworthy, contextually accurate, and well-sourced information? - Are we building enough verification layers into our AI-driven content and research workflows? - And how are you educating teams (and execs) to challenge AI outputs, rather than accept them at face value? - What frameworks, tools, or governance models have you adopted to maintain integrity and depth in AI-led research and insight creation? - Have you had success (or struggles) balancing speed vs. substance in AI-powered strategies? Your thoughts, examples, and recommendations would be incredibly valuable in helping others try to navigate this shift responsibly.

Do interns believe in what your company does or produces?

Not at all likely.55%

Extremely likely.44%