基本信息

更新日期:
包名:
bkbipadjogdmmnajfplbllmglobaiapc
版本:
3.3.18
大小:
2.51MiB
类型:
扩展
平台:
Chrome
评分:
发布日期:
2020-06-28
价格:
免费
开发者:
whatslly.com

Whatslly插件截图

【图】Whatslly – Connecting WhatsApp & Salesforce(截图1)【图】Whatslly – Connecting WhatsApp & Salesforce(截图2)

Whatslly插件简介

A Salesforce AppExchange Partner, create leads, view contact details and copy chats into Salesforce.

** Salesforce AppExchange Partner **
See: https://bit.ly/Whatslly-apex-cws

Whatslly connects between WhatsApp & Salesforce and turns WhatsApp into a 1:1 Customer Relationship Channel.

It enables Sales, Customer Service and Support teams to communicate with customers on the most popular communication channel in the world – WhatsApp.

Agents can review contacts’ data, instantly create new leads and record chats with people as activities or cases in Salesforce, directly from the WhatsApp web app.

Watch this Getting Started video: http://go.whatslly.com/intro

Contact us to learn more about additional solutions we provide.

Key Features
————-
✓✓ Automatic chat syncing
✓✓ 1-Click to send WhatsApp message from Salesforce (!!) – click the Whatslly icon next to phone numbers to start a new chat
✓✓ Start new WhatsApp chats with people that are not contacts in your phone
✓✓ Integrates effortlessly between WhatsApp & Salesforce
✓✓ Fields customization (lead, contact, account, activity, task and case)
✓✓ Supports Salesforce’s Standard and Lightning versions
✓✓ Supports WhatsApp Classic and Business (web app)
✓✓ 20 seconds installation
✓✓ Salesforce custom domain or sandbox implementation
✓✓ Add new people to mobile contacts list
✓✓ DYNAMIC MESSAGE TEMPLATES !

Whatslly doesn’t do:
————————
✗ Any type of bulk/automated messaging
✗ Auto-responses or any type of automated engagement (i.e chatbot)
✗ WhatsApp calls using desktop
✗ Messaging through a single number
We’re completely following WhatsApp’s terms of use (see: https://www.whatsapp.com/legal/)


For all WhatsApp contacts (including anonymous and known people):
✓ Search on LinkedIn
✓ Search on Facebook
✓ Search on Google
✓ Chat on Messenger
✓ Send an email
✓ Schedule a meeting
✓ Add new people to mobile contacts list


For Unknown:
✓ Add to mobile contacts list
✓ Create new leads or contacts (automatically captures known contact details from WhatsApp)
✓ Start new chats with people event if they are not your mobile contacts


For Leads:
✓ View lead data in WhatsApp
✓ View recent activities and open tasks
✓ Click to view lead in Salesforce
✓ View company data in WhatsApp
✓ Log chat as an activity in Salesforce
✓ Upload files as activity attachments
✓ Log chat as a task in Salesforce
✓ Upload files as task attachments
✓ Send an email (using default app, only leads/contacts with email)
✓ Call (using default app)
✓ Set a meeting with Google Calendar (only leads with email)
✓ Navigate with Google Maps (only leads with address)


For Contacts:
✓ View contact data in WhatsApp
✓ View recent activities and open tasks
✓ Click to view contact in Salesforce
✓ Log chat as an activity in Salesforce
✓ Upload files as activity attachments
✓ Log chat as a task in Salesforce
✓ Upload files as task attachments
✓ Submit chat as a case in Salesforce
✓ Upload files as case attachments
✓ Send an email (using default app, only contacts with email)
✓ Call (using default app)
✓ Set a meeting with Google Calendar (only contacts with email)
✓ Navigate with Google Maps (only contacts with address)

For Accounts:
✓ View account data in WhatsApp
✓ Click to view account in Salesforce
✓ View open/closed opportunities


Salesforce User:
✓ View Salesforce user’s details
✓ View Salesforce user’s manager details

Fees
—–
Free 14-day trial – no credit card required!
See all our subscription options on: https://whatslly.com/pricing/
Contact us for other multi-user subscription options

Permissions & Privacy
———————-
Once you install the Extension we request the following permissions:
• “storage” – Allows us to store, retrieve, and track changes to user data. We use it to store your settings and user info.
• “activeTab” – Allows us a temporary access to the currently active tab when the user invokes the extension. We use this to operate almost everything Whatslly enables you to do. We only use this permission on the specific and relevant websites.
• For the authentication and validation process we are capturing and storing your Salesforce user information (no password or API keys), WhatsApp user ID and phone number.
• You will be asked to connect with your Salesforce user
• You will be asked to provide your Salesforce username (no passwords!) for login validation
• WE DO NOT STORE ANY OF YOUR LEADS/PROSPECTS/CONTACTS/CUSTOMERS DATA

See our Privacy Policy (https://whatslly.com/privacy-policy/) and terms of use (https://whatslly.com/service-terms-and-conditions/)

For any questions/concerns, please don’t hesitate to contact us at support@whatslly.com

Our happy customers say:
——————————-
Andrew S ★★★★★
Whatslly is just what we needed for our sales team! There’s nothing quite like it and it saves so much time.
Great app, would highly recommend!

Nicolas B ★★★★★
Great tool for our Customer Experience Team! Super easy settings & user friendly! Its a Plug & Play tool!!

Christian C ★★★★★
Great simple tool to link WhatsApp to our Salesforce platform!

Jonny K ★★★★★
WOW!
Awesome tool allowing all of our agents to connect with customers.
This is what I am talking about!

Rachel S ★★★★★
The perfect formula for customer service in Retails.

Ben R ★★★★★
Amazing tool for sales and customer service teams!

Yovel A ★★★★★
Very Helpful. Great tool.

LEGAL
——
Whatslly is an independent solution developed by Overstack Ltd, a certified Salesforce AppExchange partner and has no relationship to WhatsApp™ or Facebook™.

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插件评论

Cinthya

Excelente herramienta! Muy práctica

Nicolas

Great tool for our Customer Experience Team! Super easy settings & user friendly! Its a Plug & Play tool!!

Nicole

Excelente herramienta!!

Valentin..

Herramienta muy útil y práctica. La recomiendo!

Viridian..

amazing!

Yanir

Thanks Christian!

Christia..

Great simple tool to link Whatsapp to our Salesforce platform!

Yonatan

一个连接Whatsapp和Salesforce的简单解决方案。在日常工作中非常有用,并且易于调整。我们很高兴我们找到了这个解决方案并立即实施了它。谢谢您!

Andrew

Whatslly is just what we needed for our sales team! There's nothing quite like it and it saves so much time. Great app, would highly recommend! 我们的销售团队需要什么!没有什么能比得上它,它能节省这么多时间。很好的应用程序,强烈推荐!

Sudhakar

100% time saver, one of the easiest way to connect & sync salesforce & whatsapp chat data.

Jonny

WOW! Thank you, awesome tool allowing all of our agents to connect with customers. This is what I am talking about! 真 的!谢谢,让我们所有的代理商都能和客户联系的很棒的工具。这就是我在说的!

Fernando

我一直在寻找一款能让我们将Salesforce与Whatsapp整合的应用程序。这样可以节省很多时间和错误。它使用简单,非常有效。

Yovel

Very Helpful. Great tool.

Ben

Amazing tool for sales and customer service teams!