We are excited to announce the launch of the Waitwhile Salesforce integration, a powerful solution designed to transform your enterprise customer flow management and personalization capabilities. This integration offers customizable two-way data synchronization between Waitwhile and Salesforce, allowing you to seamlessly access and leverage Salesforce data within Waitwhile, all without leaving the Waitwhile platform.

The data is unanimous; personalization is non-negotiable. 62% of consumers say they not only want but expect personalization, and that a brand that doesn’t offer a personal experience could lose its business (up from 45% in 2021).  

Personalization and clienteling tech bring huge gains. In this data-driven era, a CRM integration isn't just beneficial; it's essential for retail success. Our Salesforce integration opens up new levels of clienteling and customer personalization - and increased sales! Once installed and configured, you’ll be able to:

• Look up walk-in clients in Salesforce directly from Waitwhile in real time. If they are current customers or prospects, they’ll show up as a suggested hit. If clicked, your data fields will be auto-completed, saving you a lot of time. 
• Have important client info at your fingertips. Once a connection has been made with a Salesforce contact, this data will show up, easily accessible in a Salesforce profile box attached to the client’s visit making it easier than ever to customize their time with you.
• Create new leads in Salesforce from Waitwhile visits. If a customer does not exist yet, a new contact will be created in Salesforce with the information you’ve entered. This means you can automatically enroll them in sequences without even leaving Waitwhile.

And this works both for when your staff is adding the visit themselves, or if the client is signing up via phone or on your website.

This integration is highly configurable and will be set up to the exact specifications of your organization, to fit seamlessly into your current tech stack and ways of working!

Learn more about the Salesforce integration in this help article.