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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.

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

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.

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.
salesforce-wishes

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

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.
case study salesforce wishes

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

"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

Team Involvement

  • Jr. Salesforce Developer
  • Sr. SF Developer
  • Salesforce Architect

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