Sales operations · CRM / Sales / Social Media
Social Media Sales CRM
A sales CRM that consolidates social and messaging conversations, pipeline stages, weekly follow-ups, and active project progress in one operating view.
Representative CRM screens with sample sales data for demonstration.
Overview
A sales CRM that consolidates social and messaging conversations, pipeline stages, weekly follow-ups, and active project progress in one operating view.
Business context
A sales operation needed one place to track leads coming from Instagram, WhatsApp, web, Facebook, and LinkedIn without losing follow-ups across chats and spreadsheets.
Problem
Social and messaging leads arrived in separate inboxes, so pipeline status, weekly activities, and project progress were hard to review together.
Constraints
- Multiple inbound channels with different conversation styles
- Need for a clear sales funnel from new lead to closed deal
- Weekly schedule visibility for calls, demos, and follow-ups
- Active project progress had to stay connected to the sales conversation
Solution
Built a CRM dashboard that brings recent multi-channel conversations, funnel conversion, weekly activity schedule, and active project status into one sales operating screen.
Before / after workflow
Before
Leads from social and messaging channels lived in separate inboxes, so pipeline, schedule, and project status were reviewed separately.
After
One CRM screen shows conversations, funnel conversion, weekly follow-ups, and active project progress together.
Modules
- Conversation inbox
- Sales funnel
- Weekly schedule
- Active projects
- Quotes and commissions
Key features
- Multi-channel conversation inbox
- Instagram, WhatsApp, web, Facebook, and LinkedIn tracking
- Sales funnel stages and conversion
- Weekly activity schedule
- Active project progress
- Lead status tags
- Quotes and commissions navigation
Architecture or workflow
Multi-channel conversations → lead and funnel states → weekly activities and active project progress → CRM operating dashboard.
Technology
BLK responsibilities
- CRM information architecture
- Conversation and funnel views
- Weekly schedule and project progress modules
- Sales operations workflow design
Result
- Gave sales a single view of social conversations and pipeline stages.
- Made weekly follow-ups and demos visible on one schedule.
- Connected active delivery projects back to the sales conversation.
What was learned
- Social CRM only works when channel context stays attached to the lead status.
- Funnel percentages matter less than whether the next follow-up is obvious.
Next possible phase
- Deeper messaging-platform sync
- Automated follow-up reminders
- Commission reporting tied to won deals
Ready to remove one repetitive workflow?
An Automation Add-on can cover intake, notifications, approvals, or expense/invoice capture after the first useful release.