Start Using Salesflags Freeflags from within a social activity report:
- Find Salesflags Freeflags in the App Launcher
- Note the Home screen contains a link to further online user support
- In the Reports tab, open Social Activities Report (Class/Lightning)
In the initial Social Activity Report:
- Instantly see the historic results of Company Page posting and engagement to date.
- Measure the user’s social touches on newly recorded and existing leads.
- Salesflags imports social activity and, where possible, matches to any existing Leads, adding a record of their social engagement
- If no existing Lead is present, Salesflags creates a new Lead record
- Salesflags tracks the user's reaction to comments on LinkedIn as Activity Tracked.
- Analyzing Post performance, identify where activity has not been tracked and open the social activity record
- Switch from the Details to the Related tab.
- Click View All on the Social Activities list.
Review which Leads qualify for follow up:
- Review where a Lead has a Comment but no Activity Tracked, and click the Post’s URL.
Engage directly in LinkedIn:
- Engage on the Lead’s comment with a reaction.
Refresh:
- Return to Salesforce to refresh the social activity records. Open the Accounts tab and select your Salesflags Account.
- In the drop down menu click the All Company Post button
- Return to the Social Activities tab to see (after a few minutes) a check mark in the Activity Tracked box.
Monitor KPIs with a before and after snapshot of the report:
- After three weeks of seeing the results of posting performance and engagement tracking, compare the change in touches on both existing and new Salesflags created Leads.
