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3 Steps to Using Facebook as a CRM

One of the first questions I get when presenting Facebook to business pros is “should I approve every “friend” request that I get on Facebook?”. I bring this up here in this post because I am now encouraging creating the largest friend base as possible to drive “Likes” to your business page. The key here is “friend” base management and organization.

Using Facebook as a CRM is both fun and effective- here is my recommendation on how to get started:

1) Review Facebook’s rules on creating lists.
2) Go through your entire friend base and tag them to lists.
3) Incorporate the “Limited Profile” list approach into your plan. These are the people that you would not have “friended” in the past but are collecting now to drive your business page. You can immediately drive those you invite to the Limited Profile list as well as accept requests and immediately tag them to Limited Profile.
I now have an organized list! I go to my categories (Ex: Prospects) and on a regular basis try to naturally build rapport through commenting on their posts. I am also keeping up with their life events and look for ways to transition the communication to a business conversation. An example of this would be the following:
A Real Estate agent sees that a past client just renovated their kitchen through reading one of their Facebook status posts. The real estate agent comments on the post with “Great choice! Here is an article detailing how you have increased the value of your home”. The real estate agent offers value with this action and everyone who has posted to the status before them get introduced.

Here is a post and video from Tech Savvy Agent (great blog for Real Estate Pros to follow!) detailing how to get your lists started.

Use Facebook as a CRM and see how your business benefits from this activity!

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