With Salesforce’s integration with WhatsApp’s business APIs, you can automate list updates and customer outreach. It’s an effective way to streamline your CRM process, automate customer data collection, and reach out to your customers.
With the Salesforce integration, you can automate the process of updating your CRM list whenever a prospective user or customer messages you. You can even set up a chatbot to collect information from users and automatically collect and update information they share, straight to Salesforce. Automating these processes helps you and your team save time and effort, and helps you handle and help multiple customers at the same time.
If you’ve already got a Salesforce account set up for your business, and your team works off of that account, this integration becomes a helpful tool to manage your business directly on Salesforce. From getting updates about new users who have messaged you, to reaching out to existing users, integrating with Salesforce lets you use the platform with the added ease of automating your work processes.
Once you have your customers updated and listed on Salesforce, you’ll be able to sort them into different categories, and assign them to different team members in an automated manner. Once you have your list of customers set in Salesforce, you can reach out to them automatically with pre approved template messages, or have your team reach out to customers based on their query or requirement.
Besides being able to help you streamline workflows for yourself and for your team, it helps you stay connected with your customers, and be on top of your business at all times.
Being able to integrate Salesforce with your WhatsApp Business Account means that you’ll be able to access customer information, and reach out to them on a platform you already use and are familiar with, without necessarily needing to learn a new bit of software. With the ability to reach out to your customers directly on WhatsApp with rich media like images, videos, and documents, it also means that your customers have a familiar platform to access your business as well. It’s a perfect solution for businesses that have large customer bases to be able to streamline their workflow and CRM process, while still remaining accessible to their user base.