Webinar on WhatsApp Web Integration with Salesforce.   Click Here   to register -->

Pioneer in Offering CRM Solutions since 2010...

Need Help?

Automate Birthday and Anniversary wishes using Salesforce

Customers were anxious to send Birthday and Anniversary wishes messages (Emails and Messages) to their Esteemed customers at specific times of the day on their special days(Birthday/Anniversary), Make customers feel special with a birthday/Anniversary coupon. Celebrating anniversaries/birthdays is a great way to engage with customers and let them know how much the company connects with their end customer. To consider this objective, a customer is looking to implement birthday/anniversary wishes in Salesforce.

banner-image
Business Challenges image

Business Challenges

  • Initially, emails/SMS were sent through workflow when workflow was the core product of Salesforce.
  • When Salesforce discontinued workflow features, It became challenging to manage them using Flow.

Solution

requirement-image
40%

Response Rate

By building Automated message solutions on Salesforce, Retail companies gained an increase in customer trust through automated greeting messages and generated more Cross-selling from existing customers.

requirement-image

Send Anniversary Wishes via Email & SMS to the customer

Based on implementation requirements Email & SMS has to be sent to the customer based on the Different Timezone set for the Customer.

  • Customers from the UAE received Anniversary SMS/Email at 08:00 AM UAE Time.
  • Customers from the India received Anniversary SMS/Email at 08:00 AM India Time.

Format of the Actual message sent to the Customer based on the format set in the Salesforce System.

msg-formate

Send Birthday Wishes via Email & SMS to the customer

Based on implementation requirements Email & SMS has to be sent to the customer based on the Different Timezone set for the Customer.

  • Customers from the UAE received Birthday SMS/Email at 08:00 AM UAE Time.
  • Customers from the India received Birthday SMS/Email at 08:00 AM India Time.

Format of the Actual message sent to the Customer based on the format set in the Salesforce System.

msg-formate

"Salesforce helps us see daily sales and marketing activities on single click."

Management Team

N Gopaldaas

Salesforce / Integration Tools used

  • Salesforce Sales Cloud
  • Salesforce Customer Portal
salesforce integration tools

Team Involvement

  • Jr. Salesforce Developer
  • Sr. SF Developer
  • Salesforce Architect
salesforce team involvement

Useful Resources

  • Blog

  • Videos

  • Case Study

Trusted Customers

Contact Us About

By sending this form I confirm that I have read and accept Variance Infotech Privacy Policy

What happens next?

  • Our sales manager reaches out to you within a few days after analyzing your business requirements.
  • Meanwhile, we signed an NDA to ensure the highest level of privacy.
  • Our pre-sale manager presents project estimates and an approximate timeline.

We use cookies to provide better experience on our website. By continuing to use our site, you accept our Cookies and Privacy Policy.

Accept