Waitwhile Product Updates logo

Product Updates

The latest product updates for Waitwhile

Subscribe to Updates

Labels

  • All Posts
  • Fix
  • Announcement
  • Improvement

Jump to Month

  • March 2025
  • February 2025
  • January 2025
  • October 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • February 2024
  • October 2023
  • June 2023
  • May 2023
  • April 2023
  • February 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
Announcement
a year ago

Salesforce integration 👥

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.  

Avatar of authorJakob Larsson Stern