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Social Selling Business Case Template

Gain executive support and unlock budgets for successful social selling programs in financial services

An effective social selling program offers a unique opportunity for your organization to increase brand visibility, nurture sales leads, and generate new business. When a program is implemented correctly, the return on investment in social selling is significant.

Many senior executives don’t have a marketing background—let alone expertise in social media—so gaining internal support and securing budgets for social programs can be tricky.

This guided template is intended to help aspiring social selling program managers build a business case to gain the executive-level support and resources required to launch a successful social selling program.

What you’ll learn:

  • How to identify key business challenges to shape the social selling opportunity for your organization

  • Ways to gain a better understanding of the current use of social media and demonstrate internal interest in social selling

  • Tools to create ROI projections

  • How to map program requirements, select the right technology partners for your program, and create a project blueprint

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