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B2B social selling: from a useful post to a project conversation

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An integrator publishes an explanation: a website form reports a successful submission, but the sales representative cannot see the enquiry in the CRM. A head of sales recognises the problem and asks where to look for the cause. The author can answer and learn about the circumstances. “Let's implement a new CRM straight away” gets ahead of the conversation: the cause might be a setting that controls which records appear.

B2B social selling connects professional content with conversations about work. A reader encounters a specialist's reasoning, asks a question and, where help is relevant, discusses a next step. The marketer counts real conversations, not likes, and tracks how many of them reach a deal. Qualification, approvals and the buyer's decision still stand between a post and a paid project.

A post about lost enquiries is linked by a dotted line to a notebook asking where the record disappears, how it was investigated and what happens next. A calendar stands beside it.
A post about lost enquiries is linked by a dotted line to a notebook asking where the record disappears, how it was investigated and what happens next. A calendar stands beside it.

Choose a problem the team knows how to investigate

“Business automation” is too broad to start a conversation. “The form was submitted, but the sales representative cannot find the enquiry” gives readers a recognisable situation. The material explains what evidence to look for between form submission, record creation and the record appearing in an employee's working list.

In the example, the integrator suggests tracing one enquiry. An on-screen message confirms only what the interface displayed. Creation of a CRM record needs separate confirmation. If the record exists but an employee cannot see it, access or list settings become relevant. While the cause is unknown, the post helps narrow the investigation and gather information for a specialist.

This material shows the limits of the author's expertise. They can explain a familiar diagnostic approach, name the information needed and acknowledge uncertainty. Promising to fix any fault without access to the system creates an expectation that may be hard to meet. State the conditions under which the proposed investigation is suitable.

Publish a customer's story only with their consent and without confidential data. If a scenario was devised to explain a point, call it an example. Do not attribute that story to a well-known company to make it persuasive: readers need to understand where the result comes from.

Find a place for the conversation

Choose a platform based on the presence of relevant people and the discussions they have. It might be a professional Telegram channel, an expert's LinkedIn page or another place where market participants discuss work. A social network's name cannot replace observation: who responds, which language they use and which topics lead them to discuss their own process.

Before planning posts, read several substantive conversations with potential buyers. What information are they willing to discuss publicly? Which questions do they put to colleagues? What will they answer only in private? These observations help you choose the depth of the material and the next step to offer.

A personal profile gives an expert a place to answer in their own name. A company page can describe the services, team and published work. If both support acquisition, their service information should agree. A company page also helps readers understand which team they would work with after meeting the author.

A fitting comment in someone else's discussion adds an explanation or clarifies a question. When linking your own material, explain which part of the problem it addresses. Repeating a call invitation under different posts does little to help readers resolve the original issue.

Agree a small next step

The head of sales writes: “We lose enquiries too.” The author needs to learn how that was discovered. Did an employee fail to find a record in their list, is it absent from the entire CRM, or did the form data never reach the server? The reader may not know yet. The next step is then to gather the required evidence before discussing a replacement system.

One possible offer is: “If useful, I can send a diagnostic flow. It shows what information to gather for your IT team.” Send the agreed material where the person requested it. Agree further commercial messages separately. If the person declines or asks you to stop writing, note it in the CRM and do not write again.

When discussing a real project, establish who owns the process, how the fault affects work and what constraints the team faces. For an initial conversation, a process description without customer data will often be enough, without requesting their full correspondence. If access is needed later, agree its scope and method with the person responsible for the system.

One contact may lack authority over budget or access. A map of buying participants connects roles to the questions people need to resolve. In the current conversation, establish who can help continue the investigation and arrange their involvement through the person you already know.

Pass a confirmed problem to sales

The team defines the boundary of a qualified opportunity in advance. For our integrator, it requires a confirmed working problem, an owner on the customer's side and an agreed step towards discussing a project. A reaction to a post or a request for an article remains a content interaction. A separate meeting may be needed to establish the problem, so retain its purpose too.

What happenedWhat to record
A reader reacted to a postWhich material prompted the interaction
Someone described a situationThe problem, known conditions and open questions
Both sides agreed a reviewIts purpose, participants and next step
Qualification criteria were metThe company, separate project and person responsible for continuing

Several employees from one company may be discussing one project. Connect their conversations to a shared opportunity while retaining each person's role. A different problem in the same company may need a separate record if it involves an independent purchase decision.

Platforms also provide measures of activity within their own services, such as LinkedIn's SSI. Your sales report still needs confirmed problems, project progress and deal outcomes. A platform score cannot replace these records.

Calculate content cost and the observed result

Suppose the integrator spent 160,000 ₸ preparing and publishing 4 posts. The amounts and results in this separate example are illustrative. Costs include the writer's and editor's work; the salesperson's time in subsequent conversations has not yet been included. Through post links and readers' answers, the team connected the material to 4 substantive conversations with employees of 2 companies.

One company confirmed a problem and agreed a review of project requirements. The other is gathering information without purchasing plans. The records therefore contain 1 qualified opportunity. Content cost was 160,000 / 4 = 40,000 ₸ per post and the same per substantive conversation. Cost per company was 160,000 / 2 = 80,000 ₸; per qualified opportunity it was 160,000 ₸.

The last figure includes only the specified content expenses. Full acquisition cost also needs sales and other touchpoint costs, while CAC additionally requires won customers. If the project is bought after advertising, a referral and several posts, you cannot assign all its revenue to every source and then add those reports together.

Keep the observed connection to material separate from an estimate of its causal effect. The person may already have been seeking an integrator and used the article to compare suppliers. “Which material helped you understand the issue?” suggests a topic for the next post, but one answer cannot establish how many extra sales a post generated.

Exercise: prepare content and a transition to conversation

Choose a recurring customer question from your own project. Outline a short post: the starting situation, an accessible way to investigate and the point at which specialist help is needed. Then write a reply to an interested reader and offer one small next step. Alongside it, define which confirmation would justify creating a commercial opportunity.

In the CRM example, strong content helps distinguish a missing record from missing access to it. The next step might be sending a diagnostic flow if the reader wants it. An opportunity comes later: the team has established the problem, found an owner and agreed a project discussion. A like and an accepted connection request do not meet those conditions.

160,000 ₸ is the price of one opportunity under our counting rule; whether it paid back will be clear after the deal. The salesperson will maintain the record through the project's outcome, while the editor uses questions from the conversation to prepare further material. Content then receives feedback from conversations, and the customer can see which work they are paying the marketer to do.

Video: B2B and LinkedIn

Social Selling: how B2B companies can attract customers on LinkedIn (ModumUp webinar) - Social Selling and B2B Marketing (in Russian)

Choose a question from your own work that deserves a separate post.

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