Unleash the limitless potential of customer data with us in today’s digital era! With the Omnichat Salesforce integration, you can now synchronise data between Omnichat and Salesforce seamlessly, and streamline sales and marketing strategies by unified customer profiles, ultimately achieving ‘Customer 360’.
The powerful integration with consolidated customer data enhances communication across WhatsApp, Facebook, Instagram, LINE, WeChat, and more messaging platforms. Your teams can drive more conversions and achieve remarkable results through accurate customer segmentation and effective retargeting campaigns.
Current business challenges
Are you currently using Salesforce’s Sales Cloud but struggling with the challenge of lacking integration with social messaging channels? You might be also experiencing the challenges below:
Fragmented customer communications
Conventional email campaigns have demonstrated lower open and reply rates, making it challenging to filter out high-potential sales opportunities. On the other hand, customers increasingly engage with businesses through messaging channels, and the absence of a comprehensive omnichannel chat commerce platform prevents the centralisation of these valuable profiles.
Insufficient customer information also hinders the ability to provide timely and personalised support, resulting in reduced productivity and decreased customer satisfaction.
Lack of personalisation
Without effective integration, you may encounter challenges in segmenting customers and delivering personalised experiences based on demographics and shopping behaviours. The inability to tailor messages and offers according to individual preferences limits the effectiveness of marketing campaigns and reduces customer engagement and satisfaction levels.
Inefficient tracking of performance
The failure to track conversations on messaging apps between sales representatives and customers can pose significant challenges to businesses. This can lead to missed opportunities, incomplete data, and inaccurate performance metrics when measuring sales activities.
Benefits of Omnichat Salesforce contact sync
To address the aforementioned challenges, Omnichat has developed an integration feature for Salesforce users, optimising performance, saving valuable time, and driving higher conversions.
Unified customer data
By consolidating all customer information on Omnichat, you can ensure seamless communication across channels, enabling you to implement precise retargeting and remarketing strategies that are based on purchase behaviour. Additionally, automated customer journeys can be set up for targeted segments, resulting in increased conversions and optimised sales cycles.
Sales acceleration across online and offline
Now you can consolidate all your customer data into a single platform. In other words, your salespeople can access basic customer information and track their purchase behaviours across different channels in one place for comprehensive insights and targeted communication.
For instance, your customer Amy purchased a necklace online three weeks ago and later visited your offline store asking for product recommendations. Through the Omnichat Salesforce integration, you can easily access her purchase history to determine her preferences in necklace styles and provide customised advice that increases the likelihood of a successful purchase.
By leveraging customer data, you can tailor marketing and sales strategies to deliver omnichannel personalised experiences, leading to shorter sales cycles and higher conversion rates. Furthermore, the customer service team can also harness the power of comprehensive data to enhance their support efforts and improve efficiency.
Performance tracking and optimisation
With Omnichat’s built-in coupon and game capabilities, you can effortlessly offer exclusive coupons and discounts to segmented customers to foster loyalty. Campaign performance can be closely monitored for continuously optimising sales and marketing strategies. The integration of offline and online sales ensures effective tracking of sales attribution and accurate measurement of marketing ROI, empowering you to drive more growth.
Consolidate customer data by connecting Omnichat with Salesforce
By easily configuring the data sync on Omnichat, you have control over audience segmentation, personalised broadcasts, and automated omnichannel customer journeys using the contact details from Salesforce.
You can use customers’ phone numbers or email addresses or member ID as identification fields on Omnichat, allowing for automatic merging of duplicate contacts. Catering to diverse business needs, we support various types of data for synchronisation, such as:
- Name
- Phone number
- Member ID
- Customer attributes: Birthday, Member tier, Member point, Purchase amount
Use cases for Salesforce contacts sync with Omnichat
Loyalty Program and Rewards
Lisa is a loyal customer of a fashion brand and enjoys trying out new products regularly. Through the Omnichat platform, Lisa receives notifications about exclusive loyalty rewards and special offers tailored to her purchasing history and preferences. She accumulates points with every purchase, which she can redeem for discounts, free samples, or VIP perks.
On her birthday, Lisa receives a personalised message with a special discount code for the next purchase. She can redeem shopping discounts in stores and try out the latest products on-site, creating higher revenue from online to offline. Delighted by the personalised attention and rewards, Lisa continues to engage with the brand through Omnichat, contributing to her satisfaction and loyalty as a customer.
Personalised Skincare Regimen
Emma, a skincare enthusiast, is seeking advice on improving her skincare routine to address specific concerns such as acne and dryness.
Emma engages in a chat conversation with a skincare expert through the Omnichat platform. She provides information about her skin type, concerns, and current skincare products. Leveraging the Salesforce integration, the expert accesses Emma’s customer profile, including past purchases and interactions.
With this holistic view, the expert analyses Emma’s skin profile and recommends a personalised skincare regimen tailored to her needs. Emma receives product suggestions, usage instructions, and additional tips for maintaining healthy skin, all within the Omnichat interface.
These examples highlight the power of Omnichat’s integration with Salesforce, enabling you to leverage data-driven insights for enhanced marketing, sales, and customer service strategies.
What’s Next: Omnichat Salesforce Marketing Cloud Integration
The seamless integration by connecting Salesforce Marketing Cloud with Omnichat enables you to design WhatsApp automation journeys directly within the Salesforce Journey Builder. Whether it’s sending abandoned cart recovery messages or personalised engagement messages, you can leverage the power of Salesforce integration to drive more conversions and foster stronger customer relationships through WhatsApp.
Explore new business opportunities with Omnichat
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