WhatsApp Integration with Salesforce

Enhance Your Salesforce Communication

Enhance Communication, Improve Engagement, and Increase Sales with WhatsApp and Salesforce Working Together.

WhatsApp

Customers today want to communicate in a convenient and immediate way. WhatsApp, the messaging platform with billions of users around the globe, provides just that. By integrating WhatsApp with your Salesforce CRM through Communicat-O, an exciting new opportunity to further enhance customer engagement and support your business growth is available.

 

With Salesforce WhatsApp integration, businesses can use WhatsApp to send and receive messages, build chat bots and access a record of customer engagements. Not only can you send and receive messages within Salesforce, you can leverage Communicat-O to build a full featured WhatsApp digital store and communicate with customers like never before.

Communicat-O empowers you to

Send and receive WhatsApp messages directly within your Salesforce interface

Eliminate switching between apps and streamline your communication flow

Salesforce WhatsApp Integration

Seamless WhatsApp Calling Inside Salesforce

With WhatsApp Calling, sales teams can connect with leads and customers in just seconds, all without having to leave the CRM!

Personalize communications with Salesforce data

Use adaptable variables for proactive and relevant messaging crafted for each customer.

Automate business processes using triggers and actions

Generate timely appointment reminders, order status, follow ups based on Salesforce events.

Measure conversations and performance metrics

Gain insights on customers and measure the effectiveness of engagement.

AI-Powered WhatsApp Salesforce Integration

AI functionality offers businesses the opportunity to communicate with customers in real time, as well as to automate conversations.

Enjoy secure and compliant communications

Communicat-O complies with strict security data privacy regulations so that you can feel confident.

Benefits of using Communicat-O for Salesforce WhatsApp integration

Increased Customer Engagement

Communicate with your customer through the their preference of WhatsApp and receive responses faster with better customer satisfaction

Improved Conversion Rates for Sales

Personalize and timely communication through your WhatsApp digital store better your sales and service

Enhanced Agent Productivity

Spend less time switching applications and streamline communication so that your team can better service your customers

Deeper Insights into Customers

Utilize your WhatsApp conversations for valuable data into customer preferences to tailor your practices to the customer preferences

Scalability and Flexibility

Customize Communicat-O in ways specifically for your company with numerous options and capabilities

Additionally, with Communicat-O, you can

Create a Full-Fledged WhatsApp Digital Store

Showcase your products, take orders and even process payment - all from inside your WhatsApp chat.

Respond to Inquiries in Real-time

Provide "in-the-moment" personalized support, responding to customer inquiries immediately, increasing habitual sentiment.

Send Targeted Deals and Promotions

Provide deals and promotional offers to specific segments of customers on WhatsApp - driving sales and engagement.

Build Better Customer Relationships

Communicate in a way that customers prefer, creating a more personal connection with each participant.

WhatsApp Business

Communicat-O Feature Overview:

Consolidated Dashboard for Communicating on All Social Media Platforms

Managing multiple social media channels can lead to missed customer communications and an unhappy buyer. Communicat-O can combine all of your social media communication platforms into a single interface. By sharing one inbox, you can stay on top of customer inquiries and no one is left waiting for an answer.

Quickly Access Your In-Depth, Real-time Analytics

Understanding how your social media marketing campaigns are performing is essential for making intelligent decisions. With Communicat-O, you can access in-depth, real-time analytics and KPIs that can quantify your marketing performance and allow you to make quick proactive decisions.

One Platform for all Social Media Interactions - Mobile Ready

To best use your communication tools, you should be able to do so by mobile device. With Communicat-O, all features are mobile compliant and you can access all your social interactions while you are on the move. Communicat-O enables users to send SMS from Salesforce and Communicat-O is the ONLY mobile-ready, easy-to-use, multi-channel social media-based Salesforce marketing-SMS tool.

Automated and Bulk Messaging

Sending bulk messages on different platforms often becomes time-consuming and complicated. Communicat-O alleviates the stresses of sending messages, by implementing AI-powered pre-configured replies to common inquiries and by allowing you to send bulk messages out to all customers with just the click of a button, regardless of the platforms they're connected to.

Directing Conversations

Some customer requests may need specialized skills, or may require specialized team members to intervene. Communicat-O allows you to efficiently assign conversations to other agents, giving better visibility across the team and ensuring that expert agents respond to issues, leading to higher customer satisfaction.

Shared Inbox / Multi-Chat Window

In addition to having an inbox for private messages, Communicat-O brings you the benefit of multi-chat windows with the ability to access chats on the go - helping agents to multitask, and work through messages more efficiently across multiple channels.

Start your free trial now!

Take your customer communications to the next level with Communicat-O. Start your free trial today and see the capabilities for yourself on WhatsApp & Salesforce integration!

FAQs about Communicat-O and WhatsApp Integration with Salesforce

To use Communicat-O, you must possess a Salesforce account and a WhatsApp Business account. Communicat-O offers a variety of plans to consider so that you can select the plan that best suits your needs.

Communicat-O adheres to data privacy regulations such as GDPR and CCPA and is quite serious about data protection, using secure encryption and limiting access.

Yes, Communicat-O allows you to send personalized bulk messages that use dynamic fields based on Salesforce data.

Yes, you can configure triggers and actions for tasks to be automated to work with Salesforce events (e.g., appointment reminders, formal updates, follow-ups, etc.).

Communicat-O has detailed analytics so you can track metrics like delivery rates, open rates, response rates, etc.

Yes, they offer the option of trialing out the platform yourself, and you can request a demo to see how it can support your needs.

Communicat-O offers a variety of support options: email, phone, and online documentation.

Yes! Communicat-O integrates with other popular messaging platforms such as Facebook Messenger, Telegram, WeChat, and Google Chat.

Yes, Communicat-O does offer a HIPAA-compliant plan for healthcare organizations.

Certainly, you can customize greetings, welcome messages, and quick-reply options to further promote your branding and style of communication.

Yes, you can share images, documents, and other files within WhatsApp conversations from the Communicat-O app. The feature is easy to use, improves the users’ ability to share information, and may even enhance customer engagement.

FAQ

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