Integrate Social and CRM for robust social sales and social care

For 10 years brands have been talking about the concept of “Social CRM”, and now is it truly possible with Salesforce. Social Studio natively connects with Sales and Service Cloud so Social users can raise Social Cases or Social Leads with a single click, while Social Hub (an intelligent rules engine) runs in the background for automation and scale.

Our Social Connect™ package connects your Social Studio to Service and Sales Cloud so your social teams can start escalating Social Cases or Leads seamlessly. Service and Sales Teams can then reply directly to the customer on Social, all from within Salesforce CRM.

AFDigital Social Connect Accelerator Package

Benefits

Social Customer Service
Social Selling
12 Month Roadmap

Inclusions

Below is a recommended basic package, but we can also tailor a specific package depending on your business needs.

Design

  • Discovery Meeting
  • Blueprint
  • Design Review Meeting

Social Studio Set Up

  • 1 x Brand / Business Unit
  • 1 x Workspace
  • 1 x Topic Profile
  • 2 x Engage Macros (Case / Lead)

Social Hub Set Up

  • 2 x Data Sources
  • 2 x Content Libraries
  • 6 x Rules

Salesforce CRM Setup

  • Install Social Customer Service Package
  • Install Social Sidebar Package
  • Modify up to 5x Page Layouts
  • Update Roles & Permissions
  • 2 x List Views
  • 1 x Default Dashboard (6x Reports)

Deployment

  • Solution Verification Meeting
  • Admin Handover Meeting

Strategy

  • 12 Month Roadmap

Enablement

  • Social Studio Handbook
  • 2 Hours Training

Have one of our friendly staff contact you back with relevant information and pricing.

  1. Complete the questionnaire and checklist tasks
  2. Attend a Kick-Off and Discovery meeting
  3. Attend a Blueprint Review and Approval meeting
  4. We will setup Social Studio and Social Hub to integrate with Sales and Service Cloud
  5. Attend a Solution Verification meeting where we make the solution live
  6. If anything isn’t working as expected within the first week, call us and we’ll fix it.
  7. We will facilitate a Social Maturity Workshop and develop a 12 month Roadmap to ensure continued success on social.

Clients

Some of our amazing clients we have helped build smarter customer journeys with.

Testimonials

Have one of our friendly staff contact you back with relevant information and pricing.