Case Study: CBIZ boosts social selling revenue with Oktopost

CBIZ generates $800K in revenue with Oktopost

CBIZ, a professional services firm in the financial services industry, needed a comprehensive social selling strategy to empower its revenue producers, who lacked the time and expertise to prioritize it. The challenge was to secure adoption and demonstrate social media's direct impact on revenue, as manual tracking in Salesforce was proving error-prone. They turned to the vendor Oktopost and its B2B social media management platform for a solution.

The Oktopost solution involved integrating advocacy training with the platform's seamless sharing and advanced Salesforce analytics. This strategic approach improved adoption, enabled strategic content management, and automated revenue tracking. Oktopost helped CBIZ influence $800,000 in revenue, with 60% of social-influenced opportunities becoming closed-won deals, and drove a 67% increase in LinkedIn engagement.

CBIZ