ValueText

  ValueText facilitates German Insurance Claims on WhatsApp for a leading Insurance Provider. A leading German Insurance provider relies on conventional methods for verification of accident claims, which are slow and tedious. They are looking for a more efficient method of verifying accident claims to streamline their process and make the settlement process faster for the customer. Their entire business runs on Salesforce and with the Help of the ValueText App, they have automated the above use cases. ValueText is the top-ra t ed & first  SMS & WhatsApp app for Salesforce  which is having many features to fulfill all your use cases. 1.One to one live conversation. 2. Automation of Texting. 3. Bulk messages. 4. Texting from reports. 5. Schedule messages. 6. Drip campaign. 7. Bots & survey 8. Many more There are few use cases you can easily handle like a. End to end case management. b. Appointment automation. c. Service order assignment. d. Sales & service. ...

Send and Receive SMS within Salesforce SMS is a great way for companies to connect to their customers or leads and should be included in all communication strategies be it Sales, Service or Marketing. SMS has a 100% chance of reaching the customers compared to an email which often has to go through a lot of spam filters before reaching the customers. Salesforce’s sales cloud or service cloud doesn’t have an inbuilt feature of SMS to connect with their contacts and this is where third-party tools or apps come into the picture for you to be able to use SMS as a communication medium in Salesforce. One such brilliant app that I have come across is ValueText SMS app available on the Salesforce AppExchange. ValueText App – https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EFoedUAD ValueText app provides a drastic advantage in lead closing by using SMS follow-ups, aids in improving communication with the customers, and helps in getting better attention from their Lead...

The need for customer interaction and management has been realized by businesses for a long time. The game has really changed with the advent of technology. Customers want to connect with businesses on readily available platforms that they are familiar with. And what easier way to fulfill this demand other than WhatsApp. With more than 1.5 billion users across 180 countries, WhatsApp is the leading messenger app in the world. So, it is no surprise that they launched WhatsApp Business to take advantage of the wide user base that they have. Another giant in the tech industry is the Salesforce CRM platform. It is a dominator in CRM with more than 150,000 users and 83% of market share among Fortune 500 companies. It is but natural to wonder how these two can be combined to create even more business value with better CRM. In this blog, I will share my experience and findings for the implementation of WhatsApp business with Salesforce.  Client Use Case My client was a car dealership owne...

Since the time WhatsApp has introduced the ability for the businesses to use it for connecting with their customers, more and more enterprises leverage WhatsApp for their proactive and reactive communications. And since Salesforce is the leading CRM system in the world, Salesforce and WhatsApp integration was long-awaited. With WhatsApp being used by 2 billion people in over 180 countries, it has easily one of the largest user bases in the world. WhatsApp also has dedicated business apps and enterprise solutions designed to aid small and large scale businesses with customer service and sales efforts. Experts all around the world foresee WhatsApp to be used as the primary source of communication within the enterprise channel mix. The extensive usage of WhatsApp as a preferred channel by users across the globe has intensified the need of having WhatsApp embedded in enterprise customer journeys. Hence, it was a natural step when Salesforce introduced the ability to establish a connected c...

                             Best Method to Integrate WhatsApp with Salesforce I was looking at various options available to integrate WhatsApp with Salesforce for one of the requirements in my projects. In this article, I will be sharing my findings with pros and cons for each method and also the best solution out there in the market. Basically, there are 2 ways to integrate WhatsApp (in fact any app) with Salesforce: The traditional way of doing it – “API Integration” Find an App from AppExchange WhatsApp API Integration Using  WhatsApp Business API  providers, you can directly integrate with SOAP or REST APIs. All the transactions happen through API calls between WhatsApp and Salesforce. Cons : Integration using APIs takes a lot of time and resources Need to build everything from scratch – lightning components/VF pages, apex triggers, apex classes, scheduled jobs, etc. Any change in a template requir...