Integrate WhatsApp with Salesforce to Improve CRM Management
The Key Benefits of Integration
1. Automation of personalized communications
- •Send personalized messages: reach customers and prospects with targeted content based on data collected in CRM.
- •Trigger intelligent automations: send notifications, updates, or promotional offers based on specific actions or triggers, such as submitting a form, a purchase, or a support request.
- •Save time: eliminates manual and repetitive tasks by automating processes such as follow-up, reminders, and request management.


2. Centralized Data for a Complete Vision
- •Full traceability: monitor WhatsApp interactions directly in the customer record, including messages sent, received, and replies.
- •Integrated management: links customer information with team activities to optimize each step of the sales and support process.
- •Advanced reporting: analyze the performance of your WhatsApp campaigns, identifying the most effective messages and adapting your strategy.
- •Omnichannel campaigns: link WhatsApp to email marketing, phone or social strategies for coordinated communication.
- •A/B Testing: measure the success of different campaigns on WhatsApp directly in Salesforce to optimize ROI.
3. Improvement of operational efficiency
- •Quick Replies: send immediate messages for questions, support requests, or order information.
- •Superior customer experience: WhatsApp is a direct and familiar channel for building trust and making communication smooth and personalized.
- •Resource optimization: your team can focus on strategic activities while automations take care of day-to-day operations.


4. Powerful software for Marketing and Sales
- •Advanced segmentation: uses CRM data to identify the most interesting customers and send personalized messages based on their preferences.
- •Targeted campaigns: reach your audience on WhatsApp with promotions, offers or new product announcements.
- •Lead qualification: engage your prospects in real time and guide them along the path to purchase with relevant messages.
- •Create authentic relationships: respond quickly to requests and offer personalized support.
5. Scalability and Adaptability
- •Easy implementation: connects Spoki and Salesforce without operational disruption.
- •Total customization: configure automated flows in Salesforce Flow to fit your business processes.
- •Ongoing support: our team is always available to help you make the most of this integration.


6. In-Depth Analysis and Data-Driven Decisions.
- •Performance monitoring: analyze WhatsApp campaigns to evaluate open, response and conversion rates.
- •Behavioral analysis: identifies buying patterns or preferences to better segment audiences.
- •Real-time reports: view the impact of WhatsApp communications directly in Salesforce dashboards.
7. Higher Conversion Rate
- •Automatic lead qualification: sending targeted WhatsApp messages based on the lead's level of interest.
- •Personalized follow-up: automatically responds to initial interactions, keeping the lead warm.
- •Active engagement: with relevant content and exclusive promotions, stimulate the customer to action.

How does it work?
- 1.Create a flow in Salesforce Flow: define the triggers and conditions that will trigger the sending of a WhatsApp message.
- 2.Customize your message in Spoki: Use Spoki's advanced options to create engaging, tailored content.
- 3.Send and monitor: watch messages arrive to customers and track interactions directly in Salesforce.