What is Social Selling? (A Guide for Pros and Beginners)

Sales can happen almost anywhere your customers are. Social media is one of those places, and it is arguably one of the most important ones.

It doesn't matter whether your industry is so niche that you sell to customers one-on-one or have a product that could be sold to anyone worldwide. If your customers are on social media, social selling could be a great way to reach them.

But what exactly is social selling? And how can you use it to close more sales and grow your business?

In this article, we'll explore the details of social selling and provide actionable tips to help you get started.

What is Social Selling, and How Does it Work?

Social selling is the use of social media to interact with potential customers and build relationships that lead to sales. Instead of using a blatant sales pitch, it’s about creating connections with potential customers and providing them with valuable content that helps them make informed decisions.

A key piece of social selling is being in the right conversations at the right time, making sure you’re aware of what’s being said about your brand or industry. But mainly, social selling relies on relationship building and trust.

3 Major Benefits of Social Selling for Businesses

Social sellers are playing a long game—so is it worth the time and effort? Here are three benefits your brand could see from social selling.

1. Better Brand and Relationship Building

Social selling takes a one-to-one approach, unlike the one-to-many approach of traditional marketing.

For instance, rather than posting a generic message to your LinkedIn or Facebook page that goes out to all of your followers, reps can use their own social profiles to send a direct message to people who fit your ideal customer profile—especially the ones who have recently engaged with your content. You might comment on one of their recent posts, providing valuable insights or just sharing your reactions or thoughts.

Case in point: Appointfix's head of marketing, Iris Grossman, posted on LinkedIn about "the riskiest email subject" she'd seen all year; SEO consultant Kerapetsi Major commented and shared his thoughts on the post:

 Major Benefits of Social Selling for Businesses

See what happened there?

Major has just appeared under Iris' LinkedIn post with his headshot and bio, which tells Iris he’s an SEO consultant. If Iris' company needed SEO services, she might reach out to him.

But even if she doesn't need his services right now, Major will probably be one candidate she'll consider if the need arises.

And if that doesn’t happen, if Major reaches out to work with her, Iris will probably remember interactions like this and be more likely to respond favorably.

Sometimes, all it takes to make social selling work is little interactions like this. You can start building better relationships with your target customers and building your personal brand, which can eventually lead to improved sales numbers.

2. Qualitative Customer Insights

Social selling helps you engage with potential customers and learn a great deal about them.

For instance, let's say you're a salesperson for a real estate software company. You've been using forums or Facebook groups to establish yourself as a thought leader in the industry and connect with potential customers there.

One day, you come across a post from a potential customer complaining about something that’s a feature in your software and the challenge it’d pose for their business.

This is valuable insight that you can share with your team and use to improve your product. You can also reach out to that customer directly and address their specific concerns.

Or you may even see some nice things potential customers say about a competitor's product. This is invaluable feedback that you can use to improve your offering.

All this is valuable customer insight you wouldn't have had access to without social selling.

3. Leads and Revenue Growth

After all the brand building and customer insights you get from social selling, what often follows is increased leads and revenue growth.

The reason is obvious: when you’re engaging with customers on different social media, you’re also building relationships of trust. These relationships open the door for conversations and sales opportunities further down the road and can help a lot with your lead generation on these social platforms.

As your sales team becomes more adept at social selling and hones their sales process, they’ll be able to close more leads and increase revenue. To measure and optimize this increase in revenue effectively, take advantage of our revenue growth calculator.

Case in point: SAP once saw 32 percent more revenue when their sales reps used social selling techniques for the business; the same source shared IBM generated a 400 percent increase in sales using social selling.

People buy from people, so when you (or your team) connect with customers on a human level via social selling, they’re likely to convert into paying customers.

Improve your revenue growth trajectory using CRM – find out more here.

A 7-Step Process to Get Started With Social Selling

Ready to start your social selling strategy? Here are seven steps you can take.

Step 1: Define Your Target Audience

This might seem basic to professional sales professionals, but the truth is that even the pros sometimes forget these fundamental steps.

Take the time to sit down and think about who your ideal customer is. Narrow their characteristics as much as possible to focus your social selling efforts on the right people. Don’t make this theoretical—look at your sales data to find your most successful customers and identify commonalities.

Some questions you can ask yourself to help define the right prospects (or ideal customer profile) include:

  • What industry are they in?
  • What size company do they work at?
  • What is their job title?
  • What are the specific pain points they'd need your products or services to solve?

In short, add any question that'll help you know:

  • Who your customers are
  • What challenges do they want to solve
  • How big their company needs to be to afford your product or service

Once you have answered these questions, you'll have defined your target audience and can move on to the next step.

Step 2: Identify Where Your Audience Hangs Out Online

At this stage, you should have a good idea of your target audience and their interests.

Now it’s time to start thinking about which social media platforms they mostly hang out on. Do they spend most of their time on LinkedIn? Or do they prefer visual channels like Instagram and Pinterest?

One of the best ways to find out is to visit each platform yourself and see which ones have users who match your target audience.

For example, if your target customers are founders, you could find them on LinkedIn, Facebook, Twitter, etc. But to be sure, head over to each platform and do some research on your own.

When you search "founder" on Twitter, for instance, and navigate to the "people" tab, you'll discover that there are so many people with that keyword in their bios:

Identify Where Your Audience Hangs Out Online

If you go to LinkedIn and do the same, you'll find almost three million profiles of founders in the UK and US alone.

Identify Where Your Audience Hangs Out Online

Of course, you’ll need to narrow this down to your niche and the industries you sell to. But this way, you get to know where to find your target audience. Do your own research to see which platform is most popular among your target audience and focus on that one first.

Step 3: Follow and Connect with "Industry Stakeholders"

Your industry stakeholders are typically potential customers and industry influencers who regularly post content and engage with others on social media. They may include existing customers who are active on social as well.

You need to connect with these two sets of people because (1) your potential customers can become your paying customers, and (2) industry influencers can help you amplify your content and generate awareness for your brand organically.

So, you want to find "industry stakeholders" in your field and start connecting with them.

This is an ongoing process—you won't just build a large network overnight; it's something you'll have to keep doing regularly.

The larger your network gets, the more chances you have to sell.

Step 4: Create Content That Genuinely Provides Help

Once you have at least 200 "industry stakeholders" in your network, it's time to start creating content.

Your goal here is two-fold:

  • To help these industry stakeholders with their pain points
  • To show them that you're an expert in your field who can help them solve their problems

In addition to creating valuable content, remember that your LinkedIn profile is often the first point of contact with potential leads. Utilizing tools like the LinkedIn Headline Generator and LinkedIn Summary Generator can help you craft a profile that effectively communicates your expertise and value proposition. A well-crafted headline and summary can make a significant difference in how you are perceived and can increase the effectiveness of your social selling efforts.

People are more likely to buy from someone they see as an expert or thought leader in their field—because they trust them. But they won't just develop trust for you overnight. You'll need to build it—and that building process almost always starts with sharing helpful and relevant content.

What does “helpful” content look like? Here are a few ideas:

  • How-to guides: Teach your audience how to do something related to your product or service. For example, if you sell cold calling software, you could be sharing content on how to write cold emails that get results with templates, letting your audience know you know a lot about how to do cold outreach.
  • Tips and tricks: Share tips and tricks that will help your audience get the most out of your product or service. For example, if you sell a productivity app, you could share tips on having a productive day.
  • Industry news: Stay up-to-date on news and developments in your industry, and share this information with your audience. This will not only help them stay informed, but it will also position you as a thought leader.
  • Product reviews: Give your honest opinion about products in your industry. This can help decision-makers make more informed buying decisions—and trust what you have to say about your own products.

Notice how all this focuses on you helping your target audience?

Be as helpful as possible with your content, and you'll eventually build trust. Once that trust is there, it's much easier to sell them.

Step 5: Join Conversations and Build Relationships

You don't just want to keep posting content and hope people will see it. You want to build relationships with other platform users.

One of the best ways to do that is to join conversations that are already happening. Add your comment if you see a piece of content you have something to say about. If someone asks a question, answer it.

You can also start your own conversations by asking questions your target audience might be interested in.

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But overall, remain strategic. Remember that your goal is to connect with potential B2B buyers, so avoid interacting with content that doesn't align with this sales goal. Keep most of your conversations and interactions business-focused.

Step 6: Monitor Your Social Selling Results

There are two types of social selling results you need to focus on:

  • Quantitative results: This includes reach/engagement numbers and follower counts.
  • Qualitative results: The quality of the relationships you're developing and how many people reference your social selling activities on sales calls.

Both are important results to track, but you must also be careful not to get too caught up in the numbers—especially at the beginning. Remember that social selling is often a long game, and most of the relationships you build may not pay off until months and years later.

5 Common Social Selling Mistakes and How to Avoid Them

Just like any sales strategy, social selling has some common pitfalls that you should be aware of.

1. Being Unresponsive

One of the most common mistakes people make is not replying to comments and direct messages (on time)—maybe because they don't get email alerts when people leave them or for any other reason.

Common Social Selling Mistakes and How to Avoid Them

Solution: Set up email alerts or push notifications. Most social media platforms allow you to do this. Or check your notifications regularly and reply as soon as you can.

2. Posting Low-Value Content

Low-value content could be a fluffy, one-sentence answer to a question or regurgitated content that doesn't provide any new information for your target customers.

For example, if your target customers are remote workers, low-value content would be a post titled "The Benefits of Working From Home." Most remote workers already know these benefits, so this topic will likely not interest them.

Solution: When creating content, always consider what value it will provide to your target customers. If you're not sure whether your content is low-value, ask yourself if it's something that your target customers would find interesting or useful. If not, it's best to scrap it and look for other ideas.

3. Being Too Sales-y

Social selling is a long game, so trying to sell someone on your product or service right away is a surefire way to lose their trust.

For instance, people will tune you out if you’re constantly pushing your products or services on social media. Instead, use a jab, jab, jab, punch approach, where:

  • Jab = Give, give, give
  • Punch = Ask for the sale

When you give so much value, people will be more likely to buy from you because they've derived so much value from your content and have now developed a level of trust in you.

In fact, as a rule of thumb, you should only try selling to people who have engaged with you or have built some level of trust in you.

4. Waiting Too Long to Sell

There's such a thing as waiting too long to sell. It usually happens because some sellers feel it's a dirty practice to sell anything on social media.

But in reality, if people have already seen or engaged with your content and your offer is relevant to them, they'll almost always be interested in what you're selling. There will be a few who might not be interested no matter when you sell them, but you shouldn't let that stop you.

Another reason sellers avoid selling on social is the fear of rejection. But selling is a numbers game; the more people you talk to, the more likely you are to find customers.

So, when you see a potential customer—especially one who has engaged with your content before—feel free to present your offer to them.

5. Not Monitoring Your Activity & Results

If you're not monitoring your social selling activities and results, you're driving in the dark.

You need to know what's working and what isn't so that you can optimize your sales strategy when needed and continue to drive B2B sales through social media.

Most platforms provide dashboards you can use to keep an eye on your social selling metrics. For example, if you use LinkedIn, you can see how many views you're getting, who's viewing your profile, which industries and job titles interact with your content, and more!

With data like this, you can see what kind of content is resonating with your audience, identify new leads and potential customers, and so on.

Top 4 Social Selling Tools and Platforms

These four will help you carry out effective social selling that gets results.

1. LinkedIn Sales Navigator

LinkedIn Sales Navigator Social Selling Tool

With LinkedIn Sales Navigator, you can target your ideal customers with laser precision and connect with them professionally.

One of the key features it provides is the ability to see when someone in your network has changed jobs. This is important because it lets you contact them and see if they need your services or products in their new role.

Another great feature of LinkedIn is its Social Selling Index (SSI), which measures your success in building your personal or professional brand on the platform.

It provides many more features, but overall, LinkedIn Sales Navigator is an essential tool for any business that wants to use social selling as part of its sales techniques.

2. Close

Social Selling Tool Close

Close is a powerful CRM tool that helps you manage your sales pipeline and connect with leads. But it also has some great features for social selling.

For example, you can use Close to store and manage potential customers' contact information, track your interactions with them, and even set up sales workflows and reminders to follow up.

Using Zapier, you can connect Close with all the major social networks, import your leads from those platforms, and interact with them from the Close platform.

Pro Tip: Looking to get even more out of Close for social selling? Pair Close with tools like Kennected and LinkMatch to synchronize your data and get insights into your LinkedIn connections.

So, if you're looking to step up your social selling game, be sure to check out Close. It's a great tool to close more deals and build stronger relationships with potential customers.

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3. X Pro (formerly TweetDeck)

Social Selling Tool TweetDeck

While Twitter is a powerful tool for building relationships and growing your business, there is so much noise on the platform that it can be hard to stand out from the crowd.

X Pro can help you take your Twitter game to the next level by giving you more control over the conversations you see and who you engage with. When used strategically, X Pro can be a powerful tool for social sales.

Here's one way to use X Pro for social selling:

  • Use lists to segment your audience: Creating lists on X Pro is a great way to segment your audience so you can easily see and engage with the people most relevant to your business. For example, you could create a list of potential buyers, industry influencers, or journalists covering your sector.
  • Search for keywords and hashtags: X Pro's search function is incredibly powerful. Use it to find tweets containing specific keywords or hashtags relevant to your business. This is a great way to find leads or customers actively discussing topics related to your products or services.
  • Monitor competitor activity: Follow your competitors' Twitter accounts on X Pro to keep an eye on their activities. This will allow you to quickly see and respond to any news or announcements they share and get a better sense of their overall social selling strategy.
  • Engage with followers and potential buyers: X Pro makes it easy to quickly see and respond to tweets from people who follow you or mention you in their tweets. This is a great way to build relationships with potential customers or followers and familiarize them with your brand. You can also use X Pro to DM (direct message) people privately, which can help start one-on-one sales conversations without bombarding someone's public timeline with messages they might not be interested in seeing.
  • Set up alerts for key terms and phrases: X Pro allows you to set up real-time alerts whenever someone mentions a specific keyword or phrase in a tweet. This is an incredibly valuable way to track brand mentions, customer feedback, and even industry news as it happens so you can quickly jump into relevant conversations. Alerts can be sent via email, push notification, or both, so you'll never miss an important mention again.

4. Hootsuite

Social Selling Tool Hootsuite

Hootsuite provides users with powerful tools for managing their social media presence.

Besides allowing users to schedule and publish content, Hootsuite also provides insights into who is talking about your brand and what they are saying—essentially, it helps with social listening. You can use all that information to inform and refine your social sales strategy.

For example, suppose you see that a particular product generates a lot of positive buzz. In that case, you can use that information to target other potential buyers interested in purchasing that product.

Similarly, if you see that a negative story about your company is gaining traction, you can use Hootsuite's tools to monitor the situation and respond quickly. Taking advantage of Hootsuite's features ensures your social selling strategy is based on real-time data and insights.

Be More "Social"—Find Social Selling Success

As we've seen, social selling is a powerful way to connect with potential customers and build relationships that lead to sales or referrals.

But it's not a magic bullet—it takes time, effort, and a genuine interest in helping others. In simple English, be social.

If you're willing to put in the work, social selling can be an incredibly effective way to grow your business.

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