How to Use Facebook Integration for Sage CRM

As social media becomes more widely-used and accepted, companies are starting to open up to the many business opportunities that social media interactions can offer. And with the release of Sage CRM Version 7.2,  it's even easier for you to leverage the vast amounts of customer and prospect information available on social media and combine that data with the contacts and opportunities in your CRM database. 

Already integrated with Twitter and LinkedIn, Sage CRM Version 7.2 integrates with Facebook giving you a complete picture of all your customer and prospect interactions online without ever having to leave the Sage CRM interface. 

Now you can engage and interact with customers and prospects on Facebook, gather relevant information, and better understand the opportunities you're pursuing. 

Here's how to get started using the Facebook integration with Sage CRM.

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Install Sage CRM for Facebook

To install the Facebook for Sage CRM component:

1. Download the component from the Sage CRM Community Marketplace in the Sage CRM Downloads section.
2. Save the component zip file somewhere that'll be easy to remember, such as your desktop.
3. Go to Administration > Customization > Component Manager, choose the zip from where you saved it, and select Install Component.
   

Search Facebook from the Person Summary Page

To find a person on Facebook from Sage CRM:

1. Select Find > Person, and open the person's record.
2. From the Summary tab, select Search Facebook.
3. A new page displays a Facebook search results with a number of suggested matches. Note: If you have not already signed in to Facebook, then sign in first.
4. Select the person in Facebook.
5. Copy their Facebook URL to your clipboard, and back in CRM select the Edit button.
6. Paste the person’s Facebook URL into the Facebook field.

    7.    Click Save.

The person’s Facebook link is saved with the person record in Sage CRM, and a Facebook icon is displayed next to the field – and also next to the person in search results. Clicking on this icon will go directly to the person’s profile page in Facebook. 

If a public profile picture is available, the picture replaces the Person icon in the top content area of the person page in CRM.

View a Company's Facebook Feed from Sage CRM

To view a company’s Facebook feed from Sage CRM:

1. Select Find > Company, and open the company record.
2. From the Summary tab, select Search Facebook.
3. A new page displays a Facebook search results with a number of suggested matches. Note: If you have not already signed in to Facebook, then sign in first.
4. Select the company in Facebook.
5. Copy the company Facebook URL to your clipboard, and back in CRM select the Edit button.
6. Paste the company’s Facebook URL into the Facebook field.

    7.   Click save. Two new links are also displayed next to the Facebook field, profile and feed.

• Profile: Opens the Facebook page in a new window.
• Feed: Opens a pop-up tab in Sage CRM with the company's news feed, as well as information about the people who Like that company's Facebook page. Note: To close the tab, click on the Feed button again.

If CRM can retrieve the company's profile picture, it will replace the company icon at the top of the company page in CRM. 

The Sage CRM Facebook Component is now available for download in the Sage CRM Community Marketplace.
How do you plan on using this great new feature?

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