Salesforce

How it benefits your business

Save More Time

1. Automate the mundane
   Most businesses operate using a range of manual tasks, with staff rekeying information from one app into another, or retyping the same message, which is extremely inefficient. With ChatDaddy’s integration, you can help your business save time and remove human errors. You can trigger a message drip or notification to run in Chatdaddy from all sorts of events, from receiving an email, adding a row to a spreadsheet, updating a record in a CRM, receiving an appointment, or creating a financial transaction in an accounting app.
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2. Scale your business
   Growing a business can be challenging, especially if team members are spending more time on admin than the stuff you would rather they were doing. Reviewing your processes, streamlining them, and then using ChatDaddy to automate them will free up time for staff to concentrate on the core business.  They can get back to being creative, or looking at the big picture, rather than drowning in a mountain of paperwork. As you grow, you can already support the increased business as it will be handled by automation rather than needing to hire more people.

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Do More Sales

1. Increase conversion rates
   With an eCommerce WhatsApp Chatbot, your business can send payment reminders, offer incentives to create a sense of urgency, and answer questions that your customers might have. ChatDaddy is also ideal for sending handy reminders for calls, meetings, and any other appointments which you don’t want to forget. Connect with your calendar app and send notifications or send message drips, it’s like having a personal assistant!
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2. Streamline your customer onboarding
   Making a sale is great but it usually triggers a series of tasks to get the new customer set up on various systems and send them information about how you’ll work with them.  You may need them to sign a contract and set up some initial workshops.  All of this can be automated, from calendar management to creating Zoom meetings, sending emails, and updating your CRM.  You’ll never forget a step in the process, will save a load of time, and have peace of mind that the data is accurate.
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3. Get more testimonials
   Testimonials are key for winning new business and satisfied customers are usually more than happy to provide one, but many businesses don’t ask for them.  Using an automated workflow at the end of a project or after selling a product makes it really easy to get valuable testimonials. You can send a sequence of WhatsApp messages using ChatDaddy to make the request, follow up if needed to remind your customer, and the content can include links to your Google business page, an industry review site, your Facebook page, or LinkedIn profile.

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Business Applications

1. E-Commerce

• Send Payment Reminder Notification
• Send Payment Confirmation Notification
• Send Order Cancellation Notification
• Send Delivery Notification

‍2. Appointment

• Automated notifications
• Send meeting confirmation
• Send appointment (meeting dial-in or business location) details
• Send reminders for calls, meetings, and any other appointments

3. CRM

• Send personalized message drip
• Client status update notification
• Assign customers teammates
• Tag customers
• Increase CRM database
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4. Productivity

• Client status update notification
• Assign customers teammates
• Tag customers
• Increase CRM database

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How to connect Salesforce to ChatDaddy

1. ChatDaddy in-app integration
2. Zapier
3. API (Docs)
4. Webhook

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