Whatslly - Connecting WhatsApp & Salesforce

Whatslly - Connecting WhatsApp & Salesforce插件简介

Whatslly - Connecting WhatsApp & Salesforce插件描述

<>  Salesfce AppExchange Partner  <>

Whatslly connects  WhatsApp & Salesfce  turns WhatsApp into a 1:1 Customer Relationship Channel. 

It enables Sales, Customer Service  Suppt teams to communicate with customers on the most popular communication channel in the wld  WhatsApp.

Agents can review contacts data, instantly create new leads  recd chats with people as activities  s in Salesfce, directly from the WhatsApp web app.

Watch this Getting Started video: http://bit.ly/whatsllygettingstarted

Contact us to learn me about additional solutions we provide in this space.

Key Features

✓✓ 1Click to send WhatsApp message from Salesfce (!!)  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 efftlessly  WhatsApp & Salesfce
✓✓ Fields customization (lead, contact, account, activity, task  )
✓✓ Suppts Salesfces Stard  Lightning versions
✓✓ Suppts WhatsApp Classic  Business (web app)
✓✓ 20 seconds installation
✓✓ Salesfce custom domain  sbox implementation
✓✓ Add new people to mobile contacts list


F all WhatsApp contacts (including anonymous  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


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


F Leads:
✓ View lead data in WhatsApp
✓ View recent activities  open tasks
✓ Click to view lead in Salesfce
✓ View company data in WhatsApp
✓ Log chat as an activity in Salesfce
✓ Upload files as activity attachments
✓ Log chat as a task in Salesfce
✓ 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)


F Contacts:
✓ View contact data in WhatsApp
✓ View recent activities  open tasks
✓ Click to view contact in Salesfce
✓ Log chat as an activity in Salesfce
✓ Upload files as activity attachments
✓ Log chat as a task in Salesfce
✓ Upload files as task attachments
✓ Submit chat as a  in Salesfce
✓ Upload files as  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)

F Accounts:
✓ View account data in WhatsApp
✓ Click to view account in Salesfce
✓ View open/closed opptunities


Salesfce User:
✓ View Salesfce users details
✓ View Salesfce users manager details


Whatslly doesnt do:
✗ Bulk messaging
✗ Autoresponses  any type of automated engagement (i.e chatbot)
✗ WhatsApp calls using desktop
✗ Messaging through a single number


Fees

Free 14day trial  no credit card required!
See all our subscription options on: https://whatslly.com/pricing/
Contact us f other multiuser subscription options


Permissions & Privacy

Once you install the Extension we request the following permissions:
• "stage"  Allows us to ste, retrieve,  track changes to user data. We use it to ste your settings  user info.
• "activeTab"  Allows us a tempary 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  relevant websites.
• F the authentication  validation process we are capturing  sting your Salesfce user infmation (no passwd  API keys), WhatsApp user ID  phone number.
• You will be asked to connect with your Salesfce user
• You will be asked to provide your Salesfce username (no passwds!) f login validation
• WE DO NOT STORE ANY OF YOUR LEADS/PROSPECTS/CONTACTS/CUSTOMERS DATA

See our Privacy Policy (https://whatslly.com/privacypolicy/)  terms of use (https://whatslly.com/servicetermsconditions/)

F any questions/concerns, please dont hesitate to contact us at suppt@whatslly.com


Our happy customers say:

Andrew S ★★★★★
Whatslly is just what we needed f our sales team! Theres nothing quite like it  it saves so much time. 
Great app, would highly recommend!

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 fmula f customer service in Retails.

Ben R ★★★★★
Amazing tool f sales  customer service teams!

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

LEGAL

Whatslly is an independent solution developed by Overstack Ltd  has no relationship to WhatsApp™, Facebook™  Salesfce™.
                                

Whatslly - Connecting WhatsApp & Salesforce插件离线安装方法

1.首先用户点击谷歌浏览器右上角的自定义及控制按钮，在下拉框中选择设置。

2.在打开的谷歌浏览器的扩展管理器最左侧选择扩展程序或直接输入：chrome://extensions/

3.找到自己已经下载好的Chrome离线安装文件xxx.crx，然后将其从资源管理器中拖动到Chrome的扩展管理界面中，这时候用户会发现在扩展管理器的中央部分中会多出一个”拖动以安装“的插件按钮。

4.下载 Whatslly - Connecting WhatsApp & SalesforceChrome插件v6.22.0版本到本地。

5.勾选开发者模式，点击加载已解压的扩展程序，将文件夹选择即可安装插件。

注意：最新版本的chrome浏览器直接拖放安装时会出现“程序包无效CRX-HEADER-INVALID”的报错信息，参照这篇文章即可解决