Picture this: you're handling a comment, message, or any other interaction β and right at your fingertips are essential details about the author, like email address, previous conversations, and even your notes. Curious?
Let's dive in!
What Social CRM profiles are
Think of Social CRM profiles as digital business cards for each friendly or not-so-friendly face who contacts you on social media. πΈ
Whenever you're viewing a ticket in Social Inbox, you'll have quick access to the author's profile! How so? CRM profiles provide a detailed snapshot of every user, featuring:
All previous interactions with your brand, like comments, messages, and the like
Overall sentiment toward your brand
User tags
Custom names (that can be different from their social media names)
Email addresses
Personal notes about the user
The benefits of Social CRM profiles
With Social CRM profiles in NapoleonCat, you'll have a cat's-eye view of your social landscape, making it a breeze to identify and manage your interactions. πββοΈ You can:
Get to know your audience better with instant access to user insights
Speed up customer support by spotting repeat customers and their past concerns
Personalize conversations and tailor responses to each user's unique profile
Enhance team collaboration through shared notes and insights on specific users
Charm your way into fan hearts by tackling negative interactions before they grow
π€ Imagine this: a frustrated customer is asking about their order, but left out the details. No biggie!
With Social CRM Profiles, you spot the info in a previous comment. You track the item, notice they've had more issues before, and offer a discount for their next buy.
Problem solved, happy customer, and a high-five for you! π
How to set up social CRM profiles
Just follow these simple steps, and you'll be rockin' it in no time:
Hop on over to your Social Inbox
Click on a comment, message, mention, or any other interaction from the user for whom you'd like to create a Social CRM profile
On the right-hand side, type in their custom name, email address, add a note, and a user tag. Then, hit 'Create CRM Profile' or 'Add to existing CRM profile':
Choose their overall sentiment (negative, neutral, positive)
Ta-da! πYou've created a Social CRM user profile.
π Now every time you view a conversation with that person in Social Inbox, you'll see their info along with their previous interactions (comments, messages, etc.) that you can quickly jump to!
To access all your CRM profiles, simply head to the Social CRM tab in NapoleonCat
Learn more about what can be done in the Social CRM tab in this article.
Supported platforms and the required NapoleonCat plan
CRM profiles are available on the Pro and Expert plans.
CRM Profiles work with all social media platforms like Facebook, Instagram, YouTube, LinkedIn, TikTok, and Google My Business.
Happy profiling! π
π¨οΈ Got questions? We got answers! Don't hesitate to reach out to our Customer Success team on chat in the bottom right-hand corner of your screen.