Case Study: Planview achieves a 22% uplift in lead generation from social media with Oktopost

Planview Generates a 22% Uplift in Lead Generation from Social Media with Oktopost

Planview, a global leader in work and resource management headquartered in Austin with ~700 employees, faced a fragmented social media stack and limited reporting that left its marketing team unable to track KPIs or demonstrate ROI. Managing multiple tools for scheduling, employee advocacy, and monitoring made it difficult to execute a cohesive B2B social strategy and accurately attribute leads and conversions.

By consolidating onto Oktopost’s unified social media management and employee advocacy platform, Planview streamlined workflows, gained granular social analytics, and began tracking link clicks and conversions across channels. The change drove measurable gains: a 61% increase in posting volume, a 75% rise in click-through rate, and a 22% uplift in leads generated from social media — enabling the team to prove social’s impact on the bottom line.

Planview

Hayley Eubanks

Content Marketing Specialist