Integrating Salesforce Marketing Cloud with WhatsApp for Enhanced Customer Engagement

About The Company:

Our client, a leading provider in the electronics and consumer goods industry, prides itself on delivering high-quality products and exceptional customer service. With a broad customer base spanning several continents, they constantly seek innovative ways to enhance customer engagement and streamline communications.

Customer Challenges:

Despite its success, The client faced several challenges in its customer engagement efforts:

  • Fragmented Communication Channels: The company used multiple communication channels to interact with customers, including email, SMS, and social media. This fragmentation led to inconsistencies in messaging and customer experiences.
  • Limited Reach: While traditional channels were effective to an extent, they still needed to fully reach the company's global audience, particularly in regions where WhatsApp was the preferred communication tool.
  • Personalization Issues: Crafting personalized messages for a diverse customer base took time and often resulted in generic communications that failed to resonate with individual customers.
  • Engagement Tracking: Measuring the effectiveness of customer engagement strategies was challenging, making it difficult to optimize campaigns and improve customer interactions.

In addition to this they also wanted to have an omnichannel engagement strategy.


To address these challenges, We suggested them to implement Salesforce Marketing Cloud's integration with WhatsApp, utilizing the following features:

WhatsApp-First Business Messaging (Meta) API:

We created a WhatsApp Business account using the WhatsApp Business API, which helped the company connect with customers through WhatsApp channels and send them approved template messages.

WhatsApp Chat Messaging (Sinch):

The client partnered with Sinch, an official WhatsApp partner, to assist with WhatsApp account and channel creation and template message approvals. Sinch’s Chat Messaging Setup app was integrated into Marketing Cloud Engagement AppExchange, streamlining the setup process.

Marketing Cloud Tools:

  • Contact Builder: we used Contact Builder to manage its audience efficiently, ensuring that customer data was organized and up-to-date.
  • Content Builder: This tool enabled the creation, preview, and personalization of content, allowing GlobalTech to send tailored messages that resonated with individual customers.
  • Journey Builder: Journey Builder facilitated the design of comprehensive customer journeys, incorporating WhatsApp messages seamlessly into the broader customer engagement strategy.


The integration of Salesforce Marketing Cloud with WhatsApp yielded significant benefits for the client:

  • Improved Customer Engagement: The company experienced a marked increase in customer engagement. WhatsApp's high open and response rates ensured that messages were seen and acted upon promptly.
  • Enhanced Reach: By leveraging WhatsApp, the client was able to connect with customers in regions where traditional channels were less effective, thereby expanding its reach significantly.
  • Personalized Communications: The use of Contact Builder and Content Builder allowed the client to send personalized messages tailored to individual customer preferences and behaviours, enhancing customer satisfaction and loyalty.
  • Streamlined Operations: The integration simplified the company's communication processes, reducing the time and effort required to manage multiple channels. The comprehensive customer journeys designed in Journey Builder ensured a consistent and seamless customer experience across all touchpoints.

Technology and Tools Used:

Salesforce Marketing Cloud, Managed Package, AppExchange, WhatsApp, Meta, Sinch, Contact Builder, Content Builder, Journey Builder, API.

Final Words:

The integration of Salesforce Marketing Cloud with WhatsApp and CloudCache Consulting’s assistance proved to be a game-changer for clients. By addressing the challenges of fragmented communication channels, limited reach, and personalization issues, the company was able to enhance its customer engagement significantly. 

This case study highlights the potential of our Salesforce Professional Library to leverage innovative solutions to stay ahead in the competitive electronics and consumer goods industry, setting a benchmark for other companies seeking to improve their customer engagement strategies. You can read our client testimonials on Fiverr to be assured about our consulting services.  

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