SOCi needed a tool to help them identify and prospect clients more efficiently when targeting new business for their social media management platform.

Our discovery phase revealed that it took the SOCi sales team- a time-consuming-, three hours to identify one prospective client.  Not only was the process manual and labor-intensive, but findings lacked visual appeal and design direction.

Our solution was the Social Health Check, a social audit that leverages Facebook’s public API and scrapes it for the key qualifiers needed to identify a prospective client. This automated process reduced SOCi’s prospecting time by 90%, was fully integrated into their Salesforce pipeline, and delivered in a visually appealing manner.

Our Health Check tool has become a key part of building our business pipeline and decreased our prospecting time from 30 minutes to 30 seconds.

Monica HoCMO | Meet Soci