WhatsApp
WhatsApp Ai bot

HariKumaresh M

Posted : Feb 15, 2024

Salesforce whatsapp compared with CTI or SMS

In the realm of customer communication, businesses are constantly seeking efficient and effective ways to engage with their clientele. Traditional methods such as Computer Telephony Integration (CTI) and Short Message Service (SMS) have long been staples in customer interaction strategies. However, with the rise of messaging platforms like WhatsApp and the evolution of CRM systems like Salesforce, new possibilities have emerged. In this blog post, we'll compare Salesforce WhatsApp integration with CTI and SMS, highlighting the advantages and use cases of each approach.

1. Real-Time Interaction

Salesforce WhatsApp Integration : WhatsApp offers real-time messaging capabilities, allowing businesses to engage with customers instantly. By integrating WhatsApp with Salesforce, agents can initiate conversations, respond to inquiries, and provide support in real-time, fostering proactive and dynamic interactions.

Personalized Interactions : By assigning specific WhatsApp numbers to different Consultant Teams, the agency can tailor their communication to suit the preferences and needs of various customer segments. Whether it's luxury travelers or budget-conscious adventurers, each team can provide personalized assistance, thus enriching the customer experience.

CTI : While CTI enables integration between telephony systems and CRM platforms, it may not offer the same immediacy as WhatsApp. Calls need to be answered, and there might be delays in connecting with the right agent, leading to potential customer frustration.

SMS : SMS provides near-instant delivery of messages, but it lacks the interactive nature of WhatsApp. Customers may not always respond immediately to text messages, leading to delays in communication.

2. Multimedia Support

Salesforce WhatsApp Integration : Salesforce WhatsApp Integration: WhatsApp supports multimedia content such as images, videos, documents, and voice messages, allowing businesses to deliver rich and engaging experiences to customers. This multimedia support goes beyond the capabilities of CTI and SMS, enhancing the overall communication experience.

CTI : CTI primarily focuses on voice communication, limiting the ability to share multimedia content during interactions.

SMS : While SMS supports text-based communication, it has limitations in delivering multimedia content. Links to multimedia may be included, but the experience is not as seamless as WhatsApp.

3. Conversational Context

Salesforce WhatsApp Integration : WhatsApp conversations are stored within the CRM system, providing agents with valuable context for each interaction. This contextual information enables personalised responses and allows agents to pick up conversations seamlessly across channels.

CTI : CTI may capture call logs and basic information, but it may lack the depth of conversation history and context provided by WhatsApp integration.

SMS : SMS conversations are typically not integrated directly into CRM systems, making it challenging for agents to maintain context and provide personalised responses.

4. Automation and Scalability

Salesforce WhatsApp Integration : With WhatsApp Business API, businesses can automate routine tasks such as sending notifications, updates, and reminders. Integrating WhatsApp with Salesforce's automation capabilities allows for scalable and efficient communication workflows.

CTI : While CTI systems may offer some level of automation, they are primarily focused on call routing and management rather than proactive customer engagement.

SMS : SMS can be automated to some extent, but the level of sophistication may be limited compared to WhatsApp integration. Additionally, SMS automation may not offer the same multimedia capabilities.

Conclusion

Salesforce WhatsApp integration offers a modern and versatile approach to customer communication, combining the real-time nature of messaging with the robust capabilities of CRM systems. While CTI and SMS have their strengths, they may fall short in delivering the interactive, multimedia-rich experiences that customers increasingly expect.

By leveraging Salesforce WhatsApp integration, businesses can enhance customer engagement, streamline communication workflows, and deliver personalised experiences at scale. Whether it's providing real-time support, sharing multimedia content, or automating routine tasks, Salesforce WhatsApp integration empowers businesses to stay connected with their customers in meaningful and impactful ways.

WhatsApp Business for Salesforce Users

Level up WhatsApp Integration with Salesforce

Start with a 30 day trial for you to taste the CRM + WhatsApp interactions!