PowerSocial allows Dynamics CRM users to post messages on LinkedIn or Twitter, all from within the comfort of their CRM system. It’s as easy as choosing a publisher, creating a message, and posting! But, of course, not just anyone can post using PowerSocial. PowerSocial also includes the ability to require approval before posts are blasted out into the wilderness of the social media sphere. PowerSocial also makes it easy to keep a consistent flow of messages going out, by allowing users to schedule messages to post at a specific date and time. With PowerSocial, you can not only post from within your CRM, but you can also monitor specific people, hashtags, groups, companies, etc., plus you’ll be able to turn incoming messages into contacts or leads, and respond to posts or repost from within CRM. If you are a social media nut, PowerSocial is the add-on for you!
To add a contact in CRM, first you will need to add a social feed to monitor on your Social Monitor Board. Reference the PowerSocial User guide on the PowerObjects site if help is needed.
Navigate to PowerPack.
Navigate to Social Monitor.
A social feed will need to be setup already or create a new one now. In this example, I will be using Facebook and Twitter as my social platform examples but the following also applies to LinkedIn. Simply click or hover over the CRM at the bottom of the social post. If the connection is not already in CRM, there will be an option to Create Contact or Create Lead. PowerSocial will automatically populate any available information on the person and fill it into the Contact/Lead form in CRM. If the connection is already associated with CRM, the Contact/Lead can be opened or a Case may be created.
This will then open a window to create the new record (Contact, Lead, or Case) or it will open the existing record in CRM (Contact or Lead).
Thanks for your interest in PowerSocial. Should you have any questions, contact us at 612-339-3355 or email firstname.lastname@example.org. Remember, your trial will expire 30 days from the date of installation. If you are interested in subscribing, go back to the configuration screen and change “try” to “subscribe” and enter your credit card information – you will be charged $1/CRM user/month.