Case Study: CBIZ drives $800K in won revenue through social selling with Oktopost

How Oktopost Empowers CBIZ's Social Selling Program, Influencing $800K in Revenue

CBIZ, a 6,500-employee professional services firm, needed a scalable social selling program because many revenue producers lacked the time and expertise to use social media effectively, and manual Salesforce updates made it difficult to demonstrate social media’s impact on revenue.

CBIZ implemented LinkedIn profile optimization, ongoing advocacy training, and adopted Oktopost for seamless sharing and automated Salesforce tracking, plus content management and enablement resources. The program produced a 67% increase in LinkedIn engagement, helped attribute $14M in revenue influenced by LinkedIn (including $4M where LinkedIn was crucial), and drove $800K in won revenue tied to Oktopost-influenced posts, with 60% of those opportunities closing.

CBIZ

Brittany Otting

Director of Social Media