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Salesforce Digital Engagement5 Tips That Will Help You Boost Your Salesforce Digital Engagement in 2024

This year has seen a 63% increase in budget allotted by companies for digital marketing. ROI is the primary factor contributing to this increase, as businesses have seen up to 200% returns for the money spent. Salesforce digital engagement has become crucial for companies generating leads and managing campaigns.

Every business focuses on digital engagement, with Salesforce constantly trying to stand out. Despite many resources, it is not easy. With 360 SMS, your business gets to stand out with ease. We cover some tips to help you take your digital engagement with Salesforce to the next level.

5 Tips for Boosting Salesforce Digital Engagement in 2024 

1- Access More Channels and Clouds 

Targeting more channels is always beneficial. You never know where the next lead comes from. Efficient targeting across channels ensures you never miss an opportunity from any platform. Additionally, it enhances your brand presence.

Using 360 SMS for digital engagement opens up the possibility of using Sales Cloud, Pardot, Service Cloud, and Marketing Cloud. The app opens new doors for your digital engagement strategies. With our Salesforce messaging app, you can start sending messages from anywhere to everywhere. It also allows you to access texting across all Salesforce objects. 

2-  Leverage Out-of-the-box Features 

Out-of-the-box features help your business optimize Salesforce for your unique needs and requirements. These requirements are not constant. Our app is designed to keep this in mind. It has several pre-installed capabilities to make configurations and customizations according to your needs in minutes. 

Some proven out-of-the-box capabilities include drip campaigns, scheduling voicemails, customizable after-hours with easy time-zone management, and URL-click tracking. 

The app lets you start digital engagement with Salesforce in minutes. You just need to download the app from AppExchange, customize it according to your needs, and get started.

3-Go Mobile and Access From Anywhere 

Salesforce 1 doesn’t work with digital engagement as of now. This would hamper your engagement strategies as it is restrictive and doesn’t allow accessibility from anywhere. Businesses traditionally have to compromise due to this gap and risk losing opportunities.

Our app bridges this gap. Mobile accessibility is a necessity for boosting digital engagement. With our app, you get mobile accessibility to ensure you can track everything, even if you are on the go.

4-Automatic Responses to Reduce Customer Wait Time 

Just engaging customers with your outreach efforts is not enough. You need to attend to customers promptly as well. Fast responses lead to more lead conversions, boosting business growth.

Using our Salesforce messaging app, you can send automated responses that help the customers engage even more. Automated responses can be set for sending replies to commonly asked questions, triggered replies can be set for when the customer uses a particular word or phrase, and automatic assignment allows the customer to be directed to the correct member of your team.

The benefits of this are twofold. Firstly, the customer is always engaged, and the wait time is reduced drastically, increasing customer satisfaction. Secondly, this makes your team more efficient as automation can reduce manual involvement in automated tasks and decrease the chances of human errors.

5- Make Better Decisions Backed by Analytics

Strategizing can be challenging, especially when it involves so many channels and your business growth is at stake. Making smart decisions is the way forward. How can you make intelligent decisions, and how can you be sure about them?

The answer is simple: use analytics and engagement reports.

360 SMS app makes your decisions more efficient and gives you the confidence to make quicker and smarter decisions with reports and analytics.

What Can Our App Do for Your Team

We have helped you with five essential tips that will help you boost digital engagement with Salesforce.

Our app not only helps you boost customer engagement but also convenience. It is designed to keep your ease of use in mind and has features that will help you use the app a breeze. Here is how:

Conversation Manager 

Cluttered conversations cause delays and can hamper the productivity of your entire team. Finding messages, filtering, and trying to find the customer you are looking for can all delay response time and hurt your business.

With our Salesforce messaging app, you can filter messages and search the customer of the customer set you are looking for. Filter list views and use in-line editing to simplify the entire process and boost your team’s efficiency.

Number Management

Managing numbers is crucial. Effective number management leads to reduced redundancies and enhanced productivity. The app creates an automated record of a new or unknown number, giving you a holistic view of all the records.

This unburdens your team from manually creating and adding numbers to the records and focusing on tasks that require more urgent attention. 

Color-coded Alerts

You can manage all customer conversations and color-code them based on priorities. These priorities are customizable to allow you to configure the conversation based on your needs.

How 360 SMS Boosted Salesforce Digital Engagement for Fintech Firm

Our client was a fintech firm looking to grow its presence in the EU market. They needed to leverage digital engagement with Salesforce to compete in the new market by engaging customers. They wanted a good ROI and to get more lead conversions.

Challenge: 

  • Engage customers in a new market.
  • Get more leads and have a high conversion rate.
  • See a good ROI.

Solution:

  • An extended version of Salesforce digital engagement with SMS was used throughout the region.
  • More digital channels were available for targeting.
  • Conversation manager was used to manage conversations with leads
  • Custom out-of-the-box features helped with precise targeting.
  • Automated responses were set for engaging with customers.
  • Automated drip campaigns were set up for nurturing leads.

Results:

  • The firm saw the benefit of sending bulk messages from the app and engaging with the audience, effectively creating the awareness they aimed for.
  • The omnichannel approach saw up to a 33% increase in customer engagement rate.
  • Automated responses led up to 37% more meetings scheduled with agents.
  • Lead response increased up to 29%.
  • The lead conversion was boosted up to 19%

Get started with boosting your digital engagement with Salesforce today. Contact our experts at care@360smsapp.com or click here to contact us.

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Siddharth Sehgal

CEO

Siddharth Sehgal is CEO & Salesforce Communication Guru. He helps businesses grow exponentially by putting their Salesforce CRM on steroids with his unique techniques. He is on a mission to help businesses build deeper relationships with their customers.