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A Complete Guide to Salesforce WeChat Integration for Real-Time CRM Messaging Workflows

Digital outreach in the environment of Asian Pacific business ecosystems, particularly in Chinatown, relies on hyperlocal outlets. WeChat is still comfortable in this area, not only as a communication tool, but as an ecosystem. In the case of an organization working under Salesforce CRM, deployment of WeChat as an internal messaging system can radically enhance timeliness and the setting of business communication. This guide discusses how the integration of Salesforce in WeChat includes enterprise-level integration support, such as the 360 SMS App, that can put the CRM-driven actions in place to foster fast and multi-user-friendly interaction and synchronized operations. The importance of WeChat to Salesforce Messaging Ecosystems WeChat has transformed from a past messaging application to a critical B2C and B2B interface in most industries in East Asia. Be it customer support, post purchases, transaction messages, or multi-touch lead nurturing, organizations in this market need solutio...

Must-Have Capabilities your WhatsApp and Salesforce Integration Should Provide

Different methods provide different capabilities for managing WhatsApp operations.

Sometimes it could limit your capacities while performing WhatsApp operations.

Sometimes you get much more advanced features with WhatsApp integration in Salesforce that helps you take your business communication to the next level.

Say, if you choose WhatsApp API integration, you get limited capabilities for messaging. It requires additional development, time, and resources if you need something out-of-the-box to manage specific business requirements.

And in case you choose a third-party app from the AppExchange, you can expect different types of inbuilt capabilities to improve WhatsApp business communications.

Here are some must-have capabilities you should consider before looking for an app on AppExchange for WhatsApp and Salesforce integration.

This will help you be clear about what is necessary to succeed on the WhatsApp platform.

Essential Features you Should get with WhatsApp and Salesforce Integration

Ability to Use Personal WhatsApp

A firm interacts with its customers in different ways and using different channels.

So there could be a segment of customers with whom you've interacted in the past using your personal WhatsApp numbers, or you share a good bond that you do not need a pre-approved template to initiate a conversation with them.

And now, if you're planning to get a business WhatsApp account, you'd definitely like to continue conversations with the clients who are already connected with you over personal WhatsApp rather than using a new business WhatsApp number.

Therefore, your WhatsApp integration in Salesforce should enable you to use your personal WhatApp and business WhatsApp depending on your business requirements.

WhatsApp Messaging at Scale

Often businesses need to connect with prospects and customers at scale for different purposes- marketing, selling, educating, etc.

Therefore, they can't depend on calls and emails to communicate at scale faster.

Your WhatsApp and Salesforce integration should allow you to send WhatsApp messages at scale in one go.

This would help you with scalable WhatsApp messaging without investing much time and effort.

No-code WhatsApp Text Automation

WhatsApp text automation can be complex if it depends entirely on coding and developers.

So, get a texting app for WhatsApp and Salesforce integration that supports easy text automation for WhatsApp messages. It would be even better if you could automate text yourself without coding.

This will help you automate a single or a series of WhatsApp text messages for different use cases without experts' help.

Link Tracking for URLs Sent in WhatsApp Messages

Often, a business needs to understand its audience's interest before planning for the next step. This makes link tracking important.

You can get drill-down reports and attributes.

You should be able to send traceable and shortened URLs in WhatsApp messages.

This will help you track clickthroughs, gauge people's interest levels, and plan your next step.

Conclusion

The right capabilities and features for WhatsApp allow users to think ou-of-the-box and redefine WhatsApp business communications. With the right set of features, users can send mass SMS from Salesforce and scale communications in no time, make informed business decisions, and use personal or business WhatsApp, depending on the relations and preferences of the customers. This is how the right WhatsApp and Salesforce integration helps your company make the best of the WhatsApp platform.

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