It is a well-known fact that effective communication is the ultimate key to operating a scalable business. It helps to interact with customers, get to know about their experiences, complaints, and reviews. In the same way businesses share about their offers, rewards, status, and other information with them.
WhatsApp is one of the most used platforms in the world that is used to communicate with others. During the early years of its launch, it was just used as a chatting platform. However, in the modern business landscape, it has become an essential business tool. With the correct use of WhatsApp Integration with Salesforce, any business can take themselves to a higher level in customer satisfaction.
Why is WhatsApp Integration with Salesforce becoming a basic need for successful business operations?
Earlier, conventional methods of communication with customers were emails, SMS, and mostly calls. There were times when they had to wait on the call for long hours and the emails remained unread or ignored.
Now, the majority of businesses are leaving behind these methods and opting for an easier, faster, and user-friendly method. In this popular method, WhatsApp integration with salesforce is done to streamline the communication between the businesses and the customers. Now let’s discuss some of its features point by point-
An Unified Messaging Approach
By integrating WhatsApp with salesforce, a business can handle all the customer conversations from a single window. It means teams do not have to open multiple platforms to go through the customer details, every information is compiled together on a single platform i.e WhatsApp. Salesforce WhatsApp Integration eliminates the effort of switching to various tools and saves time along with ensuring accuracy.
Real-time WhatsApp Calling
When businesses integrate WhatsApp With Salesforce,they are able to make direct WhatsApp calls to the leads and customers from the Salesforce. This helps them to understand the viewpoint of customers in a more personalized and impactful manner as compared to texts. It is crucial for handling complex customer queries and managing situations where human connection is required.
Moreover, smart features like call recording, AI enabled summarisation, AI enabled live transcripts, quick call transfer & merging, and many others aid in reducing.
Detailed analytics and dashboard reports
A Business can get detailed insights about the performance of its customer communication strategies by tracking response time, message volume, and agent productivity. With this, the strategies can be tracked and improvised regularly.
On-time resolvement of issues
When a customer raises a complaint or query on WhatsApp, it timely reaches the agent through salesforce and further actions can be taken to solve it or answer it. By this, no query is ignored, no issue is left unsolved, and a right person can be assigned to handle the matter which gives the customer a smooth communication experience.
AI-Powered
With the help of AI-Powered WhatsApp Salesforce Integration, businesses can effectively use chatbots to automate the conversations and specially, to answer frequently asked questions (FAQs) instantly.
This also aids in capturing lead details and handing over the complex issues to human agents. As a result, customers get instant responses, answers, and solutions anytime and from anywhere.
How WhatsApp Integration with Salesforce Benefits Modern Enterprises?
When almost every smartphone user has an active WhatsApp account and spends their maximum time there, they tend to not like opening emails or picking calls. Businesses that use WhatsApp Salesforce Integration method provide every answer and address every problem on the same platform. With this, many benefits are on the table for modern enterprises that want to develop an efficient customer engagement ecosystem. Some of them are:
- A complete customer satisfaction can be gained by providing instant and relevant solutions on their most familiar platform- WhatsApp.
- As a result of trust and connection, a surge in sales can be observed by the businesses.
- The important information of a customer or a lead are available in a single tool so it becomes easier to track the history, conversations, and records.
- Personalized and “in-the-time” communication can be provided to customers to boost their trust and interest in your business.
- Direct Salesforce WhatsApp calling feature aids in resolving the complex queries effectively.
- Agent performance is improved as the time and effort of switching across various tools is saved.
- Customer’s information is saved in a safe and secure platform with ease of access to the business.
- Leads are provided with the business details, offers, notifications, and announcements on a regular basis. This makes them remember the brand and increase the tendency of lead conversion.
- Once a customer starts trusting a business through regular engagement, they are likely to promote it through word of mouth.
Industry-wise Use Cases of WhatsApp Integrated Salesforce
To better understand how salesforce whatsapp integration can revolutionize the way business perform, here are some use cases to explain how various industries imply it-
- Healthcare: The health records of patients can be maintained under one single platform and reminders can be scheduled accordingly. With the maintained records, personalized test recommendations can be sent.
- Education: The details regarding syllabus, attendance, and course can be effectively communicated. A track of information related to staff as well as students can be maintained. Warnings, notices, and reminders can also be scheduled in accordance with the records saved.
- Banking and finance: The account details, payment pattern, and banking history can be saved under a single platform. In accordance with which, a communication process is undertaken.
- Real estate: Appointments with clients, links to VR tours or drone shoots, property offers, and reminders can be shared. Also, the queries of prospect customers can be entertained. Whatsapp salesforce for real estate makes sure that no leads are missed, prospect customers are managed with appropriate solutions, and long-lasting trust is built.
- E-commerce: Information regarding order confirmation, shipping, delivery, and other updates are shared directly on the WhatsApp number of the customer. The queries raised by them can be handled in no time and no customer feels ignored. Also, personalized offers and recommendations reach the target audience on-time.
Conclusion
Companies which are struggling to maintain an effective customer engagement record must opt for WhatsApp Integration with Salesforce. This is a boon for modern enterprises as it solves the problems of customers and answers their queries in real-time.
It not only saves the effort of switching from one window to another to gather the customer information but also builds trust and loyalty among them. They get solutions, messages, personalized offers, calls, wishes, everything under the same roof. The analytics and reports of the performance of interactions can also be tracked within seconds.
Integrating WhatsApp with salesforce is not considered as a choice these days, it is a necessity to win customers, support them, and retain them. It gives them comfort, saves their time and makes your business stand stronger.
FAQs
Why is WhatsApp Integration with Salesforce important for modern business?
WhatsApp integrated with Salesforce is important for modern businesses because of its features like maintaining consistent customer engagement, answering queries instantly, sharing news and announcements, sending automated notifications, and many more to build trust and authenticity.
How do businesses who integrate WhatsApp with salesforce improve customer support?
Businesses that use Whatsapp integrated salesforce can provide a full-fledged customer support by answering their queries in real time. Because of a unified messaging platform, leads and clients receive all the messages, notifications, alerts, and other information within a single trusted platform- WhatsApp.
Can my business make WhatsApp calls with salesforce?
Yes, when your business integrates WhatsApp with salesforce, direct WhatsApp calls can be made to connect better with the customers to provide them more personalized solutions and address complex queries.
How can my business Integrate WhatsApp With Salesforce?
There are many brands that provide services for integrating WhatsApp with Salesforce. Communicat-O is a platform by Manras Technologies that helps you with top quality services with the same. You can book a demo today for guided assistance by their team.
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