November 1st, 2009 → 3:06 pm @ John M Perez
We have established very strong safeguards to ensure that your account and prospect information is never disclosed when you purchase or install our application in your CRM Environment. To ensure you feel comfortable using SocialCRMTools we are disclosing a summary of how the application works to keep your information secure. We will try to explain the technicalities in layman’s terms.
SocialCRM Tools is an application built and designed for Salesforce.Com. Salesforce.Com utilizes the most advance security technology available for the internet. For more information about Salesforce.Com security visit thier Security Statement Page.
When using SocialCRMTools, all Information regarding your own Social Networking Accounts are stored in your local PC or browser and are never sent to our Social CRM servers. This is no different then when you log on to a PC to check your Gmail, or Facebook Account. Social CRM Tools never accesses your personal Social Media Account information or Salesforce.Com information. When your in the application and query to lookup Social Media Information about your Customers, the application only performs and responds to your query by looking up the relevant web services for Facebook, LinkedIn, and Twitter. During any query, SocialCRM Tools does not query for your local browser information or Social Media Accounts. As a result, no one at our company or none of our Databases can access your passwords because they are locally stored on your computer. Imports of Social Profile information in Twitter and Facebook are done through web services using Scraping Technology and Web Services APIs directly into your Saleforce.Com instance.
We are continuously committed to ensuring your online security safety and look forward to providing updates on Social CRM Tools with the latest and most secure internet technology available today.
September 9th, 2009 → 7:31 am @ John M Perez
Attached are the most Frequently Asked Questions for SocialCRMTools.Com.
How can I look up a Facebook profile by the Contact/Lead Email Address –>
How can I look up a Facebook profile by the Contact/Lead Email Address?
From the Lead or Contact tab:
Select a Contact or Lead Profile.
On the left side of the Profile Detail screen, click on the “Facebook Search by Email” icon.
If Contact exists in Facebook under email address listed in the Contact Field, the profile will be displayed.
How can I look up a Facebook profile by the Contact/Lead Profile Name?
From the Lead or Contact tab:
Select a Lead or Contact Profile.
On the left side of the Profile Detail window, click on the “Facebook Search by Name” icon.
If Contact exists in Facebook under name listed in the Contact Field, the profile will be displayed.
How can I look up a LinkedIn profile by the Contact/Lead Email Address?
From the Lead or Contact tab:
Select a Lead or Contact Profile
On the left side of the Profile Detail window, click on the “LinkedIn Search by Email” icon.
If the Contact exists in LinkedIn under the email address stated in the Contact Field, the profile will be displayed.
How can I look up a LinkedIn profile by the Contact/Lead Contact Name?
From the Lead or Contact tab:
Select a Lead or Contact Profile.
On the left side of the Profile Detail window, click on the “LinkedIn Search by Name” icon.
If the Contact exists in LinkedIn under name stated in the Contact Field, the profile will be displayed.
How can I look up a Twitter account by the Contact/Lead Contact Name?
From the Lead or Contact tab:
Select a Lead or Contact Profile
On the left side of the Profile Detail window, click on the “Twitter Search by Name” icon.
If Contact exists in Twitter under name listed in the Contact Field, the profile will be displayed.
How can I look up all Real Time conversations occurring about a specific topic on Twitter?
Click on the “Twitter Lead Monitor” tab.
This will open a Twitter Search Window.
Type in your Company or Topic to Search on and select “Twitter Profile Search”
This will display all Real Time conversations taking place on your topic within Twitter.
You can search, review and select only relevant conversations on your topic.
How can I save my Twitter search to run at a later time?
Click on the “Twitter Lead Monitor” tab.
This will open a Twitter Search Window.
Type in your Company or Topic to Search on and select “Twitter Profile Search”
Click on the “+ Save this Search” button.
This will save the search in the “Saved Searches” window at the top.
How can I delete a saved Twitter Search?
Click on the “Twitter Lead Monitor” tab.
This will open a Twitter Search Window.
You will see the “Saved Searches” window at the top.
Once you run one of the Saved Searches
You will see an “x Remove this Saved Search” button.
Select the “x Remove this Saved Search” button to delete your query
How can I create a Sales Lead in SalesForce.com with Twitter Search Results?
Click on the “Twitter Lead Monitor” tab and run a new Twitter Search.
On the left of your search results, select the check boxes for all relevant results.
At the bottom, click the “Create Lead” button.
You should see a “Newly Created Lead” box with the associated number under the Saved Searches box.
Click on the associated Lead number to view the lead.
How can I add the Facebook Image and Profile URL to Lead or Contact Profile?
From the Lead or Contact tab:
Select a Lead or Contact Profile.
Click on the “Search and Import Facebook” button.
If Contact exists in Facebook, select contact and hit “Update Contact” button.
How can I Search and retrieve all discussions related to a specific account?
From The Accounts Tab:
Click on the “Omgili” Company Lookup Icon.
You will receive all related articles related to your account that are taking place in Forums, Q&A sites, Newsgroups/Mailing-lists and all social platforms.
How can I see all Facebook pages related to a specific account?
From The Accounts Tab:
Click on the “Facebook” Company Lookup Icon.
You will receive all pages related to your account.
How can I see all LinkedIn Profiles related to a specific account?
From The Accounts Tab:
Click on the “LinkedIn” Company Lookup Icon.
You will receive all profiles related to your account.
How can I see all Tweets related to an account?
From The Accounts Tab:
Click on the Twitter Company Lookup Icon.
You will receive all Tweets mentioning your account.
How can I open a new case from Twitter conversation?
From The “Twitter Service and Support” Tab:
Click on a Saved Search or enter a new search in the Twitter Search Bar.
Click the Twitter Profile Seach button.
You should the results to your query.
Select the “Check Box” on the left for any relevant search results.
Scroll down and click the “Create Case” button.
You should see a “Newly Created Case” with an associated Case number under your Saved Searches box
How can I access a newly created case and be able to work the issue?
To access the new case ticket.
Click on the associated number within the “Newly Created Ticket” box.
You should see the new case open up with the Tweet listed under the Description field.
August 20th, 2009 → 12:19 pm @ John M Perez
Do you want to get more social with your existing and new customers? Traditional CRM is all about tradiitional data like Name, Email, Address, etc. Today’s prospects and customers are having conversations on Twitter and Social CRM Tools is here to help.
This is a demo of Social CRM Tools in action with Salesforce.Com. This tool will integrate your Salesforce.Com’s Contacts, and Leads seamlessly with those Customers and Leads who have Twitter. This demo shows you how to do a look up of a customers twitter profile, and seamlessly import it into Salesforce.Com’s Contact, and Lead Records. The application imports Twitter information like Bio, Picture, Website URL, into Salesforce.Com so you can constantly stay up to date and connect with your customers online while working withing your CRM system.
August 19th, 2009 → 1:01 pm @ John M Perez
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