Social CRM is a solution that integrates sales channels on social platforms (such as Facebook Fanpage, Zalo OA, Shopee) directly into your CRM system. This integration provides a unified platform for storing and managing customer data, interaction history, and behavioral insights from online engagement, empowering your business with a comprehensive view of customer relationships.
Accelerate operations by eliminating the need to switch between separate social management platforms.
Easily track all: messages (inbox), comments, customer interactions — all in one centralized interface.
SUPPORT MULTIPLE ACCOUNTS simultaneously for Fanpage/Zalo OA: Automatically hide and reply to comments containing phone numbers; boost processing speed with pre-set reply templates.
Monitor key metrics from Shopee stores: orders, products, revenue, etc., and automatically sync data to CRM.
Sync chat data from social platforms directly into the CRM database
Instantly search and retrieve: customer profiles, communication history, transaction records...
Enable smooth internal handoffs: double coordination speed between departments, improve consultation quality and online customer support
Maintain consistent data: enhance customer satisfaction with unified service experiences across all sales channels
Build a closed-loop customer interaction workflow: Collect leads → Check for duplicates→ Create new customer → Apply automated care scripts to avoid data loss or missed follow-ups
Monitor employee-customer interactions: assign managers, track conversations, and manage sales activities
Control each step of the sales pipeline: from creation, processing, to approval of orders
Enable system integrations to optimize management: from inventory and logistics to accounting and finance
Expand customer lifecycle value by implementing a comprehensive care journey before – during – and after the sale with Marketing Automation
Attract and capture leads into your sales funnel (pre-sale): Share content that draws in new leads and enables remarketing to unengaged potential customers
Accelerate the buying process with sales nurturing scripts (during sale): Deliver relevant information at the right time, reminders, surveys, consultation prompts
Maintain post-sale engagement to strengthen relationships: birthday greetings, milestone celebrations, upsell/cross-sell campaigns, personalized promotions, and loyalty incentives
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