WhatsApp sales: Funnels, CRM integration, and automation

Learn how to use WhatsApp for sales with CRM integration, automation tools, and funnel strategies to boost conversions and streamline outreach.

Ana Rukavina Content Marketing Specialist
Skip to table of contents

When it comes to driving sales, your customers are already on WhatsApp. Over three billion people use the app monthly, and millions are messaging businesses to ask questions, explore products, and make decisions in real time. With verified business profiles, rich media, product catalogs, in-chat payments, and smart automation, you can turn WhatsApp into a trusted space where interest becomes action and conversations lead to conversions.

This guide will show you how to turn WhatsApp into a high-performing sales channel. You’ll learn how to set up WhatsApp Business for sales, build a practical funnel from lead capture to conversion, connect WhatsApp to your CRM, and use automation to qualify, route, and close at scale. We’ll cover message templates, etiquette, team workflows, and compliance with opt-ins, plus real examples and tips to navigate limits like native analytics. You’ll also see how to do this with enterprise-grade reliability and integrations through Infobip’s WhatsApp Business Platform. Let’s get started.

Why use WhatsApp for sales?

WhatsApp gives sales teams a faster, more human way to connect, qualify, and convert. Here’s what makes it a powerful channel:

  • Direct, personal conversations with high engagement: WhatsApp is always-on, familiar, and supports quick, natural back-and-forth that helps qualify interest fast.
  • Trust and privacy: A verified branded sender and end-to-end encryption build confidence, especially when sharing quotes, documents, or payment details.
  • Rich, interactive experiences: Share images, videos, voice notes, product lists, and catalogs. Use quick reply buttons, product pickers, and flows to reduce friction and speed up decisions.
  • Sales-ready building blocks: Add in-chat catalogs, collect payments, attach proposals, and schedule demos without channel switching.
  • Scale for teams: Use automation and chatbots to triage and qualify, then hand off to agents in a shared inbox. Integrate with your CRM to keep pipeline data in sync.
  • Cost-efficient: WhatsApp’s clear delivery and engagement metrics allow for better optimization, making it more economically viable than slower, lower-engagement channels.
Smartphone screen displaying a WhatsApp-style conversation with a travel agency. Messages read: greeting asking about January getaway promo, customer asking for options, agent recommending a 3-day escape and offering to send a secure order link, customer agreeing, order link sent confirmation, customer thanking, and agent replying “Awesome! Bon Voyage” with a party popper emoji. The travel agency profile features an orange airplane icon and a green verification checkmark.
Example of a WhatsApp chat used for sales, showing a conversation between a travel agency and a customer discussing travel promo options and order link details.

Potential challenges and strategic responses

Like any channel, WhatsApp requires the right setup and etiquette to be effective. These common challenges are easy to overcome with the right strategy:

1. Outreach can easily feel intrusive if it is not permission-based, so it is essential to rely on clear WhatsApp opt-ins and soft CTAs that respect user expectations.

2. Another consideration is analytics, since native insights are limited. Pairing WhatsApp with Infobip analytics and your CRM ensures full visibility into performance and revenue impact.

3. And while group broadcasting is not supported through the API, segmentation, template-based outreach, and dedicated work numbers for each representative make one-to-one communication scalable without compromising privacy.

Proof that WhatsApp drives revenue

Businesses across industries are already seeing measurable impact from WhatsApp sales:

How to set up WhatsApp for sales (step by step)

1. Choose the right setup: Business app vs Business platform/API

Start by selecting the WhatsApp version that matches your team’s scale and workflow.

WhatsApp Business App

WhatsApp Business App is designed for small teams that need a simple setup, basic messaging, and minimal automation. However, it lacks multi-user support and advanced capabilities. 

WhatsApp Business Platform/API via Infobip

For growing or established sales teams, the WhatsApp Business Platform/API via Infobip offers multi-agent support, advanced automation, CRM and eCommerce integrations, analytics, and enterprise-grade security. 

Quick tip: If you need shared inboxes, routing, templates, Click to WhatsApp ads, and CRM sync, choose the API path with Infobip.

2. Create a professional business profile

Add your brand name, logo, description, website, and contact details, and work toward verification to boost credibility. 

Set business hours and enable welcome and away messages for quick, consistent replies. Create quick responses for FAQs to maintain speed while keeping communication on-brand.

3. Build a product catalog

Upload product images, descriptions, pricing, and stock-keeping units (SKUs) so prospects can browse without leaving the chat.

Organize items into collections to match product lines or regions, and share specific products or lists during conversations to remove friction from the buying journey.

4. Use labels or tags to organize leads

Track your pipeline with labels such as new lead, interested, demo booked, proposal sent, and closed won. In a shared inbox, tags can trigger routing rules, reminders, and management oversight so no opportunity falls through the cracks.

5. Activate automation and message templates

Set automated greeting and away messages to ensure instant responses and after-hours coverage. Use chatbots to answer FAQs and pre-qualify by asking about budget, use case, or timeline before routing to a sales representative.

6. Create click-to-chat links and QR codes

Add wa.me links or QR codes across your site, email signatures, social media, packaging, and in-store displays. Run Click to WhatsApp ads on Facebook and Instagram to drive prospects directly into chat. 

Once the user starts interacting with you through click to WhatsApp ads, a special entry point rules apply, which is that all templated messages sent within 72-hour time window are free of charge.

7. Add a WhatsApp chat widget to your site

Give website visitors a direct way to reach your sales team without switching channels. Trigger automation to qualify leads immediately and hand off to a representative if needed.

8. Connect WhatsApp to your CRM and sales tools

Integrate WhatsApp with Salesforce or your CRM to sync contacts, message history, pipeline stages, and attribution data. 

Use a shared inbox to assign conversations, track SLAs, monitor performance, and coach your team. Measure engagement and conversion events through Infobip dashboards for full visibility.

Build a WhatsApp sales funnel

A high-performing WhatsApp sales funnel moves prospects from first touch to repeat purchase through fast, personal, and well-timed conversations. Here’s how to structure each stage for maximum impact.

Awareness and lead capture

  • Place chat CTAs, wa.me links, and QR codes on high-intent pages, social bios, email signatures, and in-store signage.
  • Use Click to WhatsApp ads to turn ad clicks into chats. Offer incentives such as a discount, demo, guide, or giveaway in exchange for opt-in.
  • Keep the first message short, set expectations, and use quick reply buttons to guide to the next step.

Nurturing and qualification

  • Send a personalized welcome message. Offer quick reply options such as Book a demo, See pricing, or Talk to an expert.
  • Use a chatbot to qualify on budget, timeline, and use case, then route to the right seller or calendar booking flow.
  • Share helpful content, short videos, or product lists based on the prospect’s answers.

Conversion and closing

  • Share a curated product list or catalog items tailored to the buyer’s needs. Include images, specs, and pricing.
  • Send quotes, contracts, or payment links right in the chat. Use voice notes or short videos to explain complex points.
  • Use soft CTAs such as Would you like to proceed or Should I send the order summary? Offer time-bound incentives where appropriate.
  • Reinforce with a relevant success story or testimonial to reduce risk.

Post-sale follow-up and loyalty

  • Send order confirmations, shipping updates, onboarding steps, and setup tips.
  • Provide support, collect feedback, and invite reviews. Close the loop quickly to build trust.
  • Automate replenishment, renewal, and re-engagement reminders using templates and opt-ins.

Best practices and etiquette for WhatsApp sales

Successful selling on WhatsApp is all about being relevant, respectful, and easy to engage with.

  • Start by personalizing every interaction and being human: Use the customer’s name, reference their context, and maintain a friendly, professional tone rather than relying on generic scripts.
  • Respect business hours and privacy: Be mindful of timing and privacy by messaging during standard business hours and using dedicated work numbers for sales reps to maintain boundaries and trust.
  • Keep it short: Keep your messages short and scannable, ideally two or three sentences at a time, and break information into clear, digestible chunks.
  • Use soft CTAs: Guide conversations with soft CTAs that introduce the value quickly and then gently prompt the next step. 
  • Stay compliant: Always remain compliant: collect opt-ins, respect local regulations, and use approved templates for proactive outreach.
  • Automate the routine, hand off the high-value: For efficiency, automate routine tasks such as FAQs or lead qualification, but ensure a seamless handoff to a human when the conversation becomes complex or high-value.
  • Measure and optimize: Finally, measure everything. Track delivery, read rates, response times, clicks, conversions, and revenue, and use Infobip analytics and your CRM to attribute pipeline and deal impact directly to WhatsApp, then refine your approach based on what works.

The future of sales is on WhatsApp

With the right funnel, thoughtful messaging, and smart automation, sales teams can qualify leads faster, shorten buying cycles, and create experiences customers actually enjoy. With Infobip’s WhatsApp Business Platform, you can enjoy various benefits, including connecting your CRM, automating outreach, and guiding every lead from chat to close with ease.

Build trust through personal, real-time conversations while scaling efficiently with automation, analytics, and seamless integrations. Start today by talking to an Infobip expert or exploring the platform’s features and pricing to see how WhatsApp can help your sales team convert faster and sell smarter.

Ready to turn WhatsApp into a powerful, revenue-driving sales channel?

FAQs

Keep reading:

Get the latest insights and tips to elevate your business

By subscribing, you consent to receive email marketing communications from INFOBIP. You have the right to withdraw your consent at any time using the unsubscribe link provided in all INFOBIP’s email communications. For more information please read our Privacy Notice

Digitaleo: Spearheading the French conversational marketing revolution with RCS

Digitaleo is leading the RCS revolution in France with Infobip, transforming mobile marketing into rich, two-way conversations.

Zoha Tapia Director of Marketing EMEA
Skip to table of contents

In France a new mobile channel is rapidly transforming how brands connect with their customers: Rich Communication Services (RCS).

RCS offers a richer, more interactive experience than traditional SMS, opening up a plethora of use cases for conversational marketing and driving unprecedented engagement.

Digitaleo, a leading French digital marketing agency, has been at the forefront by pioneering the use of RCS campaigns since 2019 and partnering with Infobip to deliver exceptional results for their clients.

We sat down with Martin Briantais, Senior Product Manager, Digitaleo to discuss the rise of RCS in France and how brands can make the most of this channel.

The rise of conversational marketing and RCS in France

Traditional marketing methods, like email and SMS, often involve one-way communication. However, consumers are increasingly demanding more interactive and personalized experiences.

It is true that today, the way in which brands communicate with their customers, with consumers, we are still in mostly one-way campaigns, especially when we talk about classic campaigns, such as email or SMS. And in terms of mobile marketing, more and more consumers are expecting more conversational exchanges.

Martin Briantais

Senior Product Manager, Digitaleo

In fact, according to a research France’s conversational commerce market will be worth $80.67 Billion by 2028.

This shift has fuelled the rise of conversational marketing, which focuses on two-way dialogues between brands and consumers. RCS is perfectly positioned to facilitate these conversations, offering a dynamic platform for richer, more engaging interactions.

RCS goes beyond basic text messaging, enabling brands to incorporate rich media content like images, videos, and carousels directly within the conversation.

The global challenges are to create conversational experiences, much richer experiences also in terms of media, to be able to offer video, images, even carousels to offer an inventory of products,” explains Martin.

Furthermore, RCS supports quick reply buttons and integrated action options, streamlining the user experience and facilitating seamless transactions. These features allow brands to create end-to-end purchase experiences or provide comprehensive customer support within the messaging interface.

So really the conversation can be end-to-end – a global purchase experience or even a customer relationship experience, where the customer will be able to question the brand on a product or service,” Martin adds.

According to a recent report by Omdia and Infobip, Europe’s A2P RCS installed base will grow from 66 million in 2024 to 145 million in 2029. This growth will drive traffic from just 800 million messages per year in 2024 to 11 billion in 2029, at a CAGR of 69%, and revenue from $22m to $324m, at a CAGR of 72%.

France is expected to be the largest market for A2P RCS, with revenue expected to reach $73m by 2029. France, with its 73% Android penetration has an advantage in terms of its existing user base creating a head start for RBM.

In France, the anticipated support of RCS by Apple in 2025 is expected to be a major catalyst, dramatically expanding the reach of RCS campaigns.

This major announcement has convinced us that in 2025 RCS will be an essential channel for conversational marketing. We anticipate that this will push RCS reach from the current 50% to upwards of 90-95% by 2025.

Martin Briantais

Senior Product Manager, Digitaleo

Why digital marketing agencies need RCS to innovate

RCS presents a unique opportunity for agencies to differentiate themselves and provide significant value. By leveraging the advanced features of RCS, agencies can create highly engaging campaigns that drive measurable results.

Our goal was to always be responsive to emergent marketing channels,” says Martin. “We quickly identified RCS and proposed it to our clients early on in 2019. Our goal was to always be proactive on innovative marketing channels.

RCS enables agencies to move beyond traditional push marketing and foster genuine conversations with consumers. This shift towards personalized interactions builds stronger brand loyalty and drives higher conversion rates.

Agencies that embrace RCS are better positioned to meet the evolving needs of their clients and deliver exceptional ROI. Furthermore, the ability to track metrics like open rates and click-through rates in RCS provides valuable insights into campaign performance, allowing agencies to optimize their strategies and maximize impact.

Digitaleo: an RCS pioneer

Digitaleo launched the country’s first RCS campaign in 2019 with their client Beaux-de-mer Auto. This early adoption demonstrates their commitment to innovation and their understanding of the transformative potential of RCS.

Since then, they have continued to refine their RCS strategies and deliver successful campaigns for a diverse range of clients. “To give a concrete example, today we have almost a dozen RCS campaigns operating for our clients, and this is becoming more and more frequent,” Martin shares.

One notable example is their campaign for Village Moto, a motorcycle dealership network. For their “Open Day” event, Digitaleo in partnership with Infobip deployed RCS campaigns alongside traditional SMS campaigns, allowing for a direct comparison of performance.

The results were striking

The goal was to generate traffic for the “Open Day”,” Martin explains. “In a few messages, we managed to reach a global audience of more than 50% with RCS.

The RCS campaign achieved an impressive 80% open rate, significantly higher than traditional SMS, and generated three times more clicks. Furthermore, the RCS campaign resulted in a 10% reduction in cost per click compared to SMS.

While they recognize the power of RCS for marketing campaigns, they also see the value of other channels like WhatsApp for customer service.

Our vision is to put RCS in the hands of our clients to support them in building mobile and local marketing campaigns and then gradually open up to other conversational channels such as WhatsApp, which will surely develop and establish itself gradually in France on more client-relations and customer-service use cases.

Martin Briantais

Senior Product Manager, Digitaleo

The Digitaleo x Infobip partnership

Digitaleo’s success with RCS is closely tied to their strategic partnership with Infobip’s conversational experience platform.

Infobip’s technical expertise and established relationship with Google have been invaluable in navigating the complexities of RCS deployment. “To operate RCS campaigns for our clients, we decided to work with Infobip,” Martin says.

First of all, because Infobip and its technical expertise around RCS made us save a lot of time. And they provided us with a very simple platform to be able to build campaigns and do our reporting,” Martin adds.

This collaboration has allowed Digitaleo to focus on their core strengths – developing innovative marketing strategies and providing exceptional client service – while leveraging our expertise in RCS technology.

We are very satisfied with Infobip’s reactivity and their expertise. And it’s true that we were very complementary, us in front-end interface with our clients, and on the other hand, Infobip’s technical support, in particular, to be able to manage these campaigns and make them a great success for our clients.

Martin Briantais

Senior Product Manager, Digitaleo

As RCS continues to gain momentum in France, this partnership is poised to play a key role in shaping the future of mobile marketing.

You might be interested in:

Dsquares: Partnering to deliver innovative conversational loyalty experiences

Deep dive into the importance of conversational loyalty experiences and how our partnership with Dsquares brings it to life.

Director of Marketing EMEA

Zoha Tapia

Director of Marketing EMEA

The UAE and Kingdom of Saudi Arabia (KSA) are projected to see significant increases in online shopping over the next five years.

With smartphone penetration being exceptionally high at 97%, customers in both countries enjoy the convenience of mobile-first shopping.

However, this has also led to increased competition within the eCommerce sector and hence, the need for brands to provide exceptional digital experiences that focus on:

  • Customer retention with personalized experiences
  • Customer loyalty with conversational programs and rewards

And that’s where the Dsquares and Infobip partnership comes in. 

Dsquares, a leading loyalty solution provider in the region, partnered with us to deliver innovative conversational loyalty experiences. 

By combining Dsquares’ expertise in creating tailored reward programs with our omnichannel conversational experience capabilities, we’re able to offer clients engaging and personalized loyalty solutions that drive customer satisfaction, retention, and ultimately loyalty.

To deep dive into the importance of conversational loyalty experiences and our partnership, we spoke with Hazem Shorbagy, VP Partnerships at Dsquares who shared his insights.

Loyalty is key for eCommerce success

The Middle East’s eCommerce market is already valued at billions of dollars and is poised for exponential growth. 

Growth of eCommerce market in Middle East
(Source: Statista)

Leading this is KSA and UAE who are the regional leaders, with customers increasingly embracing digital shopping. Making loyalty programs a cornerstone for businesses looking to thrive in this competitive landscape.
 
When it comes to mobile spending, according to The Future Shopper report, both UAE and KSA have seen a 32% increase in online shopping done via mobile devices. And leading the channels for these conversations is WhatsApp with the highest mobile channel penetration:

  • UAE: 85.8% of the population aged 16-64 use WhatsApp
  • Saudi Arabia: 83.1% of internet users use WhatsApp

For brands, this represents a golden opportunity to uncover new touch points and incorporate the latest technologies that will enhance the shopping experience, and foster brand loyalty.

The opportunities in the loyalty landscape and in the retail business are unlimited. And I believe that even the challenges that we face are opportunities. From our perspective, the ability to offer personalized loyalty programmes that leverage the power of AI and machine learning can easily, deeply resonate with each customer persona.

Hazem Shorbagy

VP Partnerships at Dsquares

Personalization: the cornerstone for a successful loyalty program

To build a loyalty program that clicks with customers, you need experiences that are different and unique. There are billions of customers, and each one expects a personalized conversation, on a channel of their choice.

  • 80% of consumers in the UAE expect companies to understand their needs and expectations
  • 66% expect offers to be personalized

“I see the most important aspect of a loyalty program is to be different from other loyalty program in the market. Otherwise, the customer will never feel special about your loyalty program. So, personalization is a key component of building your loyalty program,” says Shorbagy.
 
He adds, “You have to be different in offering unique experiences to your customers and also make sure that the way of communication between you and your customers is efficient with high quality.”

Conversational experiences: the key differentiator for loyalty programs

Loyalty programs should provide easy point tracking, reward redemption, and real-time updates on exclusive deals, ensuring a convenient and engaging experience. And to do this, redemption should be as easy as chatting with a friend, and that’s where conversational experiences over WhatsApp can help differentiate your loyalty program.

That’s why you need to enhance your customer experiences and customer engagements through chatbots, by applying omnichannel strategies. And Infobip can help us in this aspect by providing a seamless communication through WhatsApp and SMS. This can significantly boost customer engagement

Hazem Shorbagy

VP Partnerships at Dsquares

Use case: Redeeming loyalty coupons via a WhatsApp chatbot

Imagine this scenario: a customer has a chocolate wrapper with a unique QR code that can be used to redeem a loyalty coupon. They decide to use a WhatsApp chatbot to redeem the coupon.

  • Customer initiates conversation: The customer adds the WhatsApp chatbot number to their contacts and sends a message.
  • Chatbot greets the customer: The chatbot greets the customer and asks how it can help.
  • Customer requests redemption: The customer responds by saying, “I want to redeem my loyalty coupon.”
  • Chatbot requests QR code: The chatbot prompts the customer to share the QR code from the chocolate wrapper.
  • QR code scanning: The customer sends a photo of the QR code. The chatbot uses image recognition technology to scan and process the QR code.
  • Coupon verification: Once the QR code is scanned, the chatbot verifies the coupon’s validity and checks if it’s still active.
  • Personalized recommendation: Based on the customer’s previous purchases and loyalty history, the chatbot might suggest a complementary product or offer a personalized discount.
  • Redemption confirmation: If the coupon is valid, the chatbot confirms the redemption and provides instructions on how to claim the reward.

The technology powering the personalized conversational experience:

  • AI: The chatbot uses AI to understand the customer’s intent and respond in a natural and conversational way.   
  • Contextual awareness: The chatbot can remember previous interactions with the customer, allowing for personalized recommendations and a more tailored experience.
  • Emotional intelligence: The chatbot can respond to the customer’s emotions and adjust its tone accordingly, creating a more empathetic and engaging conversation.

By using a WhatsApp chatbot, the chocolate company can provide a convenient and personalized way for customers to redeem their loyalty coupons, while also building stronger customer relationships.

But just providing a QR code and chatbot experience isn’t enough. A strong loyalty program must be backed up by:

  • Efficient customer support: Ensure all customer escalation complaints are resolved promptly and effectively to maintain high satisfaction levels and minimize churn.
  • Data security and privacy: Protect sensitive customer data to comply with regulations and build trust, especially in the context of large-scale data utilization.
  • Gamification of engagement: Implement gamified loyalty experiences, such as badges for milestones and achievements, to enhance customer engagement and excitement.
  • Tiered loyalty programs: Offer exclusive benefits to higher-tiered customers, including early access to sales, to create a sense of exclusivity and encourage continued loyalty.

Key metrics to measure your loyalty program success

To assess the effectiveness of your loyalty program, focus on these key metrics:

  • Redemption rate: Measure the percentage of loyalty points or coupons that are redeemed. A high redemption rate indicates that customers find the rewards valuable and are actively using the program.
  • Churn rate: Track the rate at which customers stop participating in the loyalty program. A low churn rate suggests that customers are satisfied and committed to the program.
  • Engagement rate: Analyze metrics like open rates, social media engagement, and app usage to assess customer interaction with the program. A high engagement rate indicates that customers are actively participating and finding value in the program.

Shorbagy says: “We have different metrics in the loyalty programme and the loyalty programme consists of several elements and factors. You can judge if this loyalty programme is working well or not. So, for example, if you have a seamless customer experience and you have great value are giving to the customers personalization in place, unique rewards, everything in place, but you don’t communicate well on that programme, at the end of the day, the customers won’t know about your programme. So, it will affect directly the redemption rate.

“That’s why when we are saying this program is working well, we must check the redemption rate, engagement rate, churn rate, and the spend development of the customer. Any retailer having a loyalty programme must keep a close eye on those metrics to make sure that the loyalty program is really working.”

Dsquares x Infobip: co-creating conversational loyalty experiences

The Dsquares and Infobip partnership is a testament to the power of collaboration. 

We at Dsquares consider Infobip a trusted partner. A partner that we can truly depend on. Since we started our collaboration together, we have seen enhancements, quality, and effectiveness of our communication channels.

Hazem Shorbagy

VP Partnerships, Dsquares

Together, we’re excited to continue co-creating groundbreaking conversational loyalty solutions that drive customer engagement and satisfaction in the Middle East and beyond.

Make your loyalty programs conversational

Contact an expert


Oct 11th, 2024
7 min read
Director of Marketing EMEA

Zoha Tapia

Director of Marketing EMEA

Continue exploring

Read some of our latest blog posts

Answer FAQs

Offer 24/7 self-service support by providing instant answers to frequently asked questions through automated chatbots. 

Pain points

  • Unorganized information: many times, FAQs are unorganized and difficult to sift through for customers, making it hard to find the answers they need
  • Slow responses: long wait times for email or a transfer to customer service when they can’t find their answers can lead to poor customer service 
  • Too much information: Long lists of FAQs without clear categorization or prioritization can overwhelm customers, making it hard to find specific answers.

How FAQs on messaging channels can help:

  • Brands can make finding answers to FAQs faster over messaging channels, by directly answering the specific questions the customers inputs in chat 
  • With a rule-based chatbot, businesses can provide consistent and concise information
  • Seamless transfer to customer service is made easy over messaging channels
  • Add GenAI for translations to offer FAQ support to international customers who speak different languages 
  • 24/7 conversational support for FAQs makes customer experiences smoother and more convenient  

The business benefits:

  • Improve customer satisfaction: Messaging channels can provide instant answers to common questions, reducing customer wait times and enhancing satisfaction. 
  • Reduced Support Volume: By effectively answering common questions via messaging, businesses can decrease the volume of inquiries handled by customer support representatives, freeing them up to address more complex issues. 
  • Adaptability: Messaging platforms can quickly adapt to changing customer needs and business requirements, making it easier to update FAQ content and support strategies.

Available channels

Integrations

Functions

Support

Industry

eCommerce & retail

Telco

Text Global: Increased customer lifetime value and stickiness with modular API solutions and omnichannel capabilities

30-40%

revenue growth

78.98%

CAGR

Challenge

Scaling platform capabilities to decrease go-to-market time and reduce customer churn

Text Global is one of UK’s leading bulk SMS marketing platforms with a mission to help small business enterprises (SMEs) connect with their customers by building campaigns via an easy-to-use self-serve interface.

As the communication landscape evolves, Text Global realized that their clients’ customers wanted to have conversational experiences with the brands they interacted with. One-way SMS messages weren’t enough.

The main objective was growth and expanding our client base in different industries. Our application was built as a bulk SMS marketing platform and a lot of clients were coming with use cases that we couldn’t support.

Andrew Cook

Managing Director, Text Global

This led to clients looking for omnichannel marketing platforms who could help them launch digital campaigns quickly – resulting in churn.

Text Global needed to scale their platform to include a broader range of channels such as Email, Voice, and RCS Business Messaging, along with the ability to:

  • automate marketing messages across all channels
  • build chatbots for two-way interactions
  • integrate live agent support

However, to do the above they needed a modular API solution that:

  • is easy to integrate
  • quickens the time-to-market for their client’s campaigns
  • improves operational efficiency

What they needed was partnering with a single communications platform that enhanced their omnichannel capabilities, diversified their channel portfolio, helped them reliably deliver campaigns and increase their revenue margins.

We needed a resell model or partnership with Infobip where we could retain and win that business, which would result in growth.

Andrew Cook

Managing Director, Text Global

Solution

Modular API-driven, omnichannel communications solution to enhance platform capabilities and enable new use cases

The partnership between Text Global and Infobip has evolved over the years. The easy integration of our solutions and channels empowered Text Global to enhance their offerings and position themselves for revenue growth.

Through our partnership, Text Global are now able to offer a three-pronged solution to their clients.

  1. SMS API for SMEs to run bulk marketing campaigns
  2. Resell model for businesses that want to add omnichannel marketing automation to their customer communications with Voice, RCS and Email in addition to SMS
  3. Partnership model for companies looking to scale their communications with more conversational experiences by leveraging chatbot, marketing automation and contact center solutions

SMS API for bulk marketing campaigns

For a lot of SMEs, running bulk marketing campaigns over SMS is a first step. Our direct connections with mobile network operators, enabled Text Global to integrate the channel and run these campaigns reliably.

In addition, our SMS API enabled them to deliver advanced features, such as alphanumeric sender IDs, two-way conversational SMS messages, and the ability to send traffic quickly over an API.

Omnichannel marketing automation with Voice, RCS, Email and SMS

As clients started asking for more use cases, Cook said: “We found ourselves in a position where even our clients who were using us for API driven traffic and bulk ad hoc marketing wanted more automation and flows.”

This led to Text Global integrating our customer engagement solution (Moments) and customer data platform (People CDP) to create marketing automation packages that would include creating customer journeys, automating flows, and integrating third-party platforms such as Zendesk. All into one solution.

Now, they can also offer additional channels such as Voice, RCS, and Email – for their clients to create synchronous omnichannel marketing campaigns that can be personalized as well.

Conversational experience solutions for scale

As their clients scaled and their end-customers demanded better experiences, Text Global used us as technical partners to integrate our chatbot building platform (Answers), customer engagement solution (Moments) and contact center solution (Conversations) to cover the entire customer journey.

They worked closely with our team to create a proof of concept and offer new use cases that would help their clients deliver conversational experiences. For example, recently Text Global partnered with us to help a pizza company in the UK integrate Moments and RCS with Shopify to create automated marketing campaigns.

Streamline account management and boost operational efficiency

As the number of clients, types of use cases and channel portfolio increased, Text Global needed a single API solution to help with account management. Our modular API solution CPaaS X allowed them to make their solutions more scalable for new customer use cases to help relieve operational bottlenecks, provide accurate reporting, and deliver quick speed to market. This helped:

  • Efficient management of Resources (Alphanumeric Senders, Email domains, and ChatApp IDs) at scale
  • Automation of resource provisioning, campaign registration, and client-specific consumption reporting
  • Smooth client onboarding and number provisioning to get operational and start sending traffic faster
  • Easy adoption and unification of channels

Result

Increased client stickiness and revenue growth with a CAGR of 78.98%

Through this three-pronged approach and the implementation of CPaaS X, Text Global were able to improve their client lifetime value and increase loyalty.

Since partnering with us, Text Global has experienced increased growth, achieving a staggering 30-45% year-over-year increase in annual revenue. This translates to a phenomenal CAGR of 78.98%.

Along with that they achieved:

  • Expanded client reach: Our platform and partnership empowered Text Global to attract and retain SME and enterprise clients.
  • Omnichannel capabilities: Clients gained access to a wider range of popular digital channels (Email, Voice, RCS, WhatsApp) to build robust omnichannel strategies, enhancing customer engagement.
  • Faster time to market: CPaaS X enabled Text Global’s clients to rapidly deploy advanced SMS features and omnichannel capabilities, accelerating their growth and fueling Text Global’s own success.

By leveraging Infobip’s solutions, Text Global unlocked a new level of growth and empowered their clients to thrive.

We started laser-focused on SMEs, but the client needs evolved rapidly. Infobip’s partnership program was a game-changer that allowed us to leverage richer features via APIs, unlock new use cases with their omnichannel communications platform and integrate more channels such as Voice, Email, RCS and SMS. This empowered us to serve larger clients with advanced use cases – averaging a remarkable 30-45% revenue growth year-over-year. And now, with CPaaS X, we’re poised to hand even greater control to our clients, accelerating their business at scale.

Andrew Cook

Managing Director, Text Global

Discover how other platforms maximize results with Infobip

Omnichannel integration using Adobe Journey Optimizer

Learn how Infobip’s Adobe Journey Optimizer integration helps marketers to use SMS to connect with customers at all stages of their journey.

Delivering personalized interaction across multiple marketing channels is the key to a strong customer experience. Looking for innovative ways to engage your customers and deliver personalized experiences? Combining the strengths of two leading solutions, Infobip SMS and Adobe Journey Optimizer, could be the solution you’re looking for.

In this blog, we’ll cover the benefits of using Adobe Journey Optimizer to deliver and manage creative, authentic customer campaigns. We’ll also explain how Infobip’s Adobe Journey Optimizer integration can connect the dots for you to engage with your customers through SMS integration, wherever they are.

What is Adobe Journey Optimizer with Infobip SMS?

Whether you’re new to omnichannel marketing or well-versed in creating a cohesive user experience across all your brand’s touchpoints, Adobe Journey Optimizer is sure to open the door to improved campaigns that connect with your customers across all channels.

Adobe Journey Optimizer is an application that allows you to manage scheduled cross-channel campaigns for millions of customers. Even better? The entire journey is optimized for you to gain valuable insights. Its integration with Infobip allows you to seamlessly integrate SMS into your omnichannel marketing strategies to encourage consistent, impactful customer experiences across all channels. You’ll unlock two-way communication between your brand and your customers, as well as real-time reporting and analytics for you to keep track of your messages and their effectiveness.

Advantages of Adobe Journey Optimizer with Infobip SMS

Adobe Journey Optimizer’s integration with Infobip SMS platform can help you connect with your customers wherever they are in their customer journey. After all, it’s a top-quality platform – it’s only right that you match it with a reputable SMS service provider.

Here are just some of the benefits of integrating the two platforms:

  • Seamless omnichannel integration: By combining Adobe Journey Optimizer with Infobip SMS, you’ll gain a holistic view of your customer journeys across various channels. With Infobip, you can seamlessly integrate SMS into your omnichannel strategies for personalized communication across other marketing touchpoints to offer a consistent customer experience every time.
  • Personalization and targeting: Adobe Journey Optimizer goes above and beyond with its customer profiling and segmentation capabilities. By integrating Infobip’s SMS, you can go one step further with these customer insights to build highly targeted, personalized SMS campaigns. You’ll know that you’re sending relevant messages to the right audience, at the right time.
  • Automation and workflow orchestration: Adobe Journey Optimizer takes automation one step further. By incorporating Infobip’s SMS, you can trigger SMS messages at different stages of your customer journeys and automated workflows, so you know that SMS is used strategically, from onboarding new customers to retaining them.
  • Extensive reporting and analytics capabilities: Integration means you’ll gain access to robust reporting and analytics features. You’ll have a comprehensive overview of your entire marketing strategy and see how your SMS efforts are performing. This can encourage you to make informed, data-driven decisions and continuous improvements to your campaigns.
  • Global reach: With Infobip SMS integration, you’ll have global reach with direct connections to telecom operators, so your messages are delivered quickly and reliably, wherever the recipient lives. This can help you develop your brand’s presence on a global scale.
  • Regulatory compliance and data protection: You’ll be pleased to know that both platforms take data security and regulatory compliance very seriously. Infobip is well-versed in international SMS regulations, so you can be reassured that your SMS campaigns remain compliant. Likewise, Adobe Journey Optimizer safeguards customer information with its data security features, to keep your data safe.
  • Valuable customer support: Both platforms deliver dedicated customer support that you can rely on. Should you have a problem or query, you can count on a team of experts to put wrong to right.

Why use Infobip for SMS?

Reliability and scalability with the world’s most trusted SMS platform.

4.1 billion

SMS messages sent during cyber week 2023

800+

direct telco connections reach 100% of the world’s mobile phones

250 billion

SMS messages delivered per year

How to get started

Looking to take your customer communications to the next level? Integrating Adobe Journey Optimizer with Infobip SMS can ensure your customer experience is consistent across all channels.

Infobip is an Adobe partner which makes integration a breeze. We have the expertise and experience to support your SMS needs, with 24/7 help if you need it. SMS is considered a personal channel – after all, you’re messaging your customers directly to their phone, so it’s important to choose an SMS provider that you can trust. You can rely on Infobip to deliver speed, security and a reliable service, so you can build meaningful connections with your customers.

Here’s a step-by-step guide on how to integrate Adobe Journey Optimizer with Infobip SMS:

Step 1: Set up the integration

First, you’ll need to set up the integration between the two platforms. Log in to your Adobe Journey Optimizer account and open the integration settings. There, you’ll need to select the Infobip SMS integration option and follow the prompts to connect your Infobip account to Adobe Journey Optimizer.

Step 2: Create your SMS templates

Once your integration is complete, you can start creating SMS templates in Adobe Journey Optimizer. These are the templates you’ll use to send SMS messages to your customers. Make sure the templates you build align with your brand guidelines and tone of voice. Consider the ways you could personalize your messages to appeal to different customer segments. You can also use dynamic fields to customize your content based on the recipient, to appeal to their needs and values.

Step 3: Design customer journeys

Once you’ve created your SMS templates, you can go on to incorporate them within your customer journeys with Adobe Journey Optimizer. This allows you to trigger the sending of SMS messages once a customer completes a certain action or specific stage of their journey. For example, you could send a discount code SMS on their birthday, or a reminder SMS for an upcoming event.

Step 4: Set rules and triggers

To engage with your customers on a deeper level, it’s important that your SMS messages are sent at the right time and to the right audience. To do so, you’ll need to set up specific rules and triggers within Adobe Journey Optimizer. These rules define the conditions that must be met for an SMS message to be sent. For example, you could specify that a promotional SMS should only be sent to customers who have purchased your product within the last 30 days. These triggers can be based on customer behavior, demographic data, or any other relevant criteria.

Step 5: Test and launch

Before launching your SMS campaigns, make sure you test them to ensure everything works how you want it to. You can use the testing features within Adobe Journey Optimizer to simulate different scenarios and see how your SMS messages are being sent. From there, you can make any necessary changes to the templates, rules and triggers based on your test results. Once you’re happy with your setup, you can launch your SMS campaigns to interact with your customers on a global scale and build deeper connections.

Use cases for of Adobe Journey Optimizer with Infobip SMS

Take advantage of the unparalleled reach and high open rate of SMS to achieve the best possible results for your use cases:

  • Promotional messages: Use promotional SMS messages to engage with customers at every stage of their journey. From discovery through to purchase and beyond, Adobe Journey Optimizer ensures that SMS messages are delivered at just the right time.
  • Authentication: Incorporate SMS two-factor authentication at key points in the customer journey to provide protection for them and your business. All people will need is their mobile phones to provide proof that they are who they claim to be.
  • Transactional messages: Keep your customers informed with information about your products and services, and any purchases that they make. The immediacy and high open rate of SMS makes it the ideal channel to send updates quickly and reliably.
  • Reminders: With Adobe Journey Optimizer, SMS reminders can be scheduled to reach the right customers at just the right moment. Ideal for appointments, renewals, and any important events which require customers to take an action.

Connect with your customers for free today

Create meaningful connections with your customers through Infobip’s Adobe Journey Optimizer integration. Unlock improved customer experience and stronger customer relationships.

Get in touch
Dec 8th, 2023
7 min read

Imagine CX: Increasing revenue with innovative communication solutions via Infobip and Oracle’s partnership

193%

increase in potential clients

5%

increase in sales revenue

Challenge

Need for a communications solution provider to seamlessly integrate with existing Oracle and address CX needs

Latin America’s leading business consulting firm Imagine CX, strives to be a strategic ally to brands by developing high-impact customer experience and digital transformation initiatives.

As an Oracle Gold Partner, they were on a look out for a comprehensive communications solution provider that they could easily integrate to scale their client’s customer experience and address a range of challenges and needs such as:

  • Centralizing customer information
  • Sending mass messages through WhatsApp
  • Routing customers to specialized advisors
  • Streamlining customer communication
  • Enhancing omnichannel customer experiences
  • Automating messaging processes
  • Personalizing customer interactions
  • Gaining data-driven insights
  • Improving customer engagement
  • Increasing operational efficiency

They needed a communications technology partner that could easily integrate with their existing Oracle Sales, Oracle Eloqua and Oracle Service solutions, and strengthen their business globally through:

  • Market expansion: By helping expand their services to new markets and leverage each other’s strengths and market insights to identify strategic opportunities and unlock new growth opportunities
  • Continued client success and support: Working closely together to ensure joint clients receive the highest level of service and support throughout their journey. Deliver exceptional customer experiences, drive client satisfaction, and foster long-term partnerships.

For Imagine CX, it was important to choose another Oracle partner with whom they could continue to explore new avenues for collaboration, identify synergies, and capitalize on opportunities. Along with having a shared goal to further expand and deepen the partnership, ultimately delivering exceptional value to clients and achieving mutual growth and success.

Solution

Partnering with Infobip to integrate WhatsApp Business Platform and Moments with Oracle Sales, Oracle Service, and Oracle Eloqua

Imagine CX chose Infobip as a partner due to our comprehensive communications platform, global reach, technological innovation, strong reputation, and partnership approach.

Our wide range of offerings allowed us to provide our clients with an integrated communication platform, while their global infrastructure and partnerships ensured seamless solutions on a global scale.

They integrated WhatsApp Business Platform powered by Infobip along with our customer engagement solution Moments with Oracle Sales, Oracle Service and Oracle Eloqua to enhance customer experience processes. This integration provided significant benefits to their clients and allowed them to send conversations to Oracle Sales, Oracle Service, and Oracle Eloqua.

This integration of Infobip’s solutions and Oracle with their microservice, allowed ImagineCX to:

  • connect customer information with agents
  • centralize all customer data in one place
  • give their clients a complete view of customer information, including purchased products, previous interactions, and other relevant details
  • efficiently manage and direct WhatsApp conversations

In addition, this integration of Oracle, Infobip, and Imagine CX has been a key factor to their growth and success. By leveraging each platform’s strengths and harmonizing the varied functionalities, the partnership allowed ImagineCX to create a unified experience for their clients.

Both ImagineCX and Infobip’s commitment to innovation, customer-centric approach, and successful platform integration helped foster a successful and mutually beneficial partnership.

Together, with Infobip’s hands-on approach and ImagineCX’s knowledge we have implemented various successful strategies and approaches.

In-depth needs assessment: We work closely with clients, understanding their challenges and goals, to develop targeted solutions.

  • Tailored solution design: Leveraging our platforms and services, we craft custom solutions that perfectly fit the clients needs.
  • Active support and collaboration: Ongoing assistance and open communication ensure swift problem-solving and adaptable solutions.
  • Innovation and evolution: We embrace tech trends and feedback, driving continuous enhancement and cutting-edge solutions.

The Infobip and Imagine CX partnership in action

Elevate customer chats

Imagine having all your customer chats in one place! With Infobip’s WhatsApp Business Platform and Moments playing nice with Oracle Sales and Service Cloud and Imagine CX’s expertise, several companies like digital platforms of basic SME services and real estate platforms in Colombia now manage chats seamlessly for a bird’s-eye view.

  • Chat history, sorted: Thanks to this handy integration, WhatsApp talks are neatly logged in Oracle Sales, making it a breeze to track past conversations and offer that personal touch.
  • WhatsApp at your fingertips: No more app hopping! The agents chat directly within Oracle, zipping up response times and keeping it all in one handy spot.
  • Tailor-made conversations: Now, WhatsApp chats work seamlessly with other interactions in Oracle Sales, paving the way for personalized, spot-on service.
Upgrade text messaging and automate processes

Mixing Oracle with Infobip’s text messaging and Imagine CX’s expertise allowed a well-known insurance agency nestled in the heart of Colombia’s financial landscape to serve up campaigns with a personalized punch.

Process automation: Through the seamless integration of text messaging services with Oracle Sales and Service Cloud, they have successfully executed highly effective text message campaigns. This integration has empowered them to leverage their CRM data for the creation and deployment of personalized campaigns on a significant scale through the capabilities of Infobip. Furthermore, with the strategic implementation of Imagine CX’s custom microservice, they have achieved process automation, streamlining campaign creation based on CRM insights, and enabling the automated dissemination of mass text messages. As a result, substantial time and effort have been conserved in the management of campaigns.

Result

193% increase in potential clients and 5% contribution to sales

In summary, integrating Oracle, Infobip, and Imagine CX platforms has provided our joint clients with a unified and efficient platform to handle WhatsApp conversations, offering a more comprehensive service experience and improving customer information management.

This helped Imagine CX:

  • Generate more business opportunities resulting in a 193% increase in potential clients
  • Successful closing of major deals with a 5% contribution to total sales
  • Organize six impactful in-person events that saw a 200% increase in participation and strengthened the partnerships joint value proposition

Our partnership has yielded substantial accomplishments, including successful project deliveries for major clients in South America. These implementations showcase our expertise and the seamless synergy between our organizations.

In fact, one of our joint clients, a digital platform that provides services for SMEs, achieved substantial results including streamlined customer service and elevated experiences. By integrating Oracle Service Cloud with Infobip’s WhatsApp Business Platform and Moments, they witnessed remarkable impact: 388% increase, serving 75,000 services, with 60,000 seamlessly managed via WhatsApp integration in 2021.

Lastly, through the partnership Infobip and Imagine CX united for impactful joint marketing and thought leadership initiatives, joining forces in prominent events like the Customer Experience Conference (GO CX) and localized gatherings nationwide. These endeavors amplify the partnerships visibility, credibility, and mutual market positioning, harnessing shared experiences for elevated success.

Over the past four years, our partnership has produced significant results. We have generated business opportunities resulting in a 193% increase in potential clients. Our team has successfully closed major deals, contributing 5% to total sales at Imagine CX. Additionally, in 2023, we organized six impactful in-person events across three cities (Barranquilla, Cali, and Bogotá), which saw a 200% increase in participation, enhancing networking opportunities and fostering engagement. This data reflects the positive impact of our association and the relevance of our solutions in the market.

Katleen Carvajal

Head of Marketing, Imagine CX

Find out how other businesses are using WhatsApp Business App and Moments

Ready to elevate your client’s CX?

Partner with us and drive business growth by introducing innovative communication solutions that will supercharge your clients’ CX.

Conversational AI for digital marketing agencies

Explore the benefits of conversational AI for marketing agencies, from boosting customer satisfaction to optimizing workflows.

Group Content Marketing Manager

Razan Saleh

Group Content Marketing Manager

The digital marketing industry is evolving faster than ever! And with every new tech development comes the opportunity to create even better results for your clients. Digital Marketing Agencies (DMAs)  looking to differentiate themselves from the competition need to ensure their strategy includes one important element: Conversational AI.

Read on to learn more about the benefits of conversational AI for marketing and how it can boost your customer engagement and drive ROI.

What is conversational AI in marketing?

Conversational marketing is a two-way dialogue approach that uses real-time interactions to engage customers using chatbots or agents and quickly move them across the purchase journey.

Just like speaking with friends and family, conversational marketing enables businesses to engage with customers at scale and deliver more personalized experiences through one-on-one conversations over the customer’s favorite channels.

How does AI elevate conversational marketing interactions?

Integrating conversational AI could pose new business opportunities for your DMA and take your business strategy to the next level. Whether integrated into various social channels, a website, or a mobile app, AI can help humanize automated interactions on a personal level.

Interactive communication brings accessibility and personalized conversations to your clients’ prospects and customers anytime and anywhere. Now that we have a basic understanding of conversational AI let’s find out how it can elevate your marketing agency and supercharge your clients marketing strategy.

Advantages of conversational AI for marketing 

When you think of conversational AI, images of robots with the ability to think and carry out basic human tasks immediately come to mind. But due to evolving technology, conversational AI is now a complete digital marketing solution capable of automating repetitive tasks, improving efficiency, and enhancing engagement at each stage of the customer journey.

Research indicates the market for conversational AI is projected to grow at a compound annual growth rate (CAGR) of 21.9%, rising from  $4.8 billion in 2020 to nearly $14 billion in 2025.

Here are a few ways that conversational AI can improve your marketing efforts:

Increase campaign ROI

Using chatbots to engage with customers in a more personalized and interactive way, businesses can target specific customer segments with relevant offers and messages, leading to higher conversion rates and, ultimately a higher return on investment for each marketing campaign.

Provide personalized customer service

Chatbots can provide quick and efficient responses to customer inquiries, addressing common questions and concerns in real-time. This enhances the overall customer experience and helps businesses build stronger relationships with their customers by providing instant and tailored support.

Elevate customer engagement

Using chatbots as an interactive channel to engage with customers enables businesses to capture the attention of their target audience and keep them engaged throughout the customer journey. This increased engagement can lead to higher brand loyalty and customer satisfaction, ultimately driving repeat business and referrals.

And as AI-powered chatbots become more prevalent, businesses need to integrate conversational marketing as a part of their overall customer engagement strategy. This combination enables digital marketing agencies to help their clients better connect and engage with existing and potential customers resulting in the following:

  • Improved customer experiences
  • Enhanced customer engagement
  • Effective targeting and personalization
  • Increased customer satisfaction and loyalty 
  • Improved Return On Advertising Spend (ROAS)

Let’s find out how these advantages translate to real-world use cases and examples of conversational AI in marketing.

Conversational AI use cases for digital marketing

Conversational AI enables brands to have full-fledged conversations with customers as if they’re conversing with a real person. A recent report indicates that 90% of brands surveyed claimed measurable improvements in their resolution speed for customer complaints and overall customer satisfaction when using conversational AI.

In digital marketing, chatbots are used to optimize the customer journey while also scaling engagement efforts. When you incorporate generative AI into the picture, these bots will serve as a transformative force enabling marketers to unlock new levels of efficiency, personalization, and performance.

Here are a few real-world use cases in which conversational AI is transforming digital marketing:

Send targeted promotional messages

Conversational campaigns can offer targeted content and customized conversational styles based on customer demographics, language preferences, interests, and purchase history. This will ultimately improve your targeting, increase engagement and drive conversions.

Automate campaign management

Conversational automation allows you to automate specific repetitive tasks such as campaign management and scheduling, personalize content and optimize campaigns to engage with customers anytime and anywhere, resulting in streamlined processes and enhanced operational efficiency.

Enhance customer stickiness and boost ROAS 

AI-powered conversational tools are designed to boost the return on ad spending (ROAS) of marketing campaigns and create stickiness with clients through personalized experiences, ultimately resulting in increased customer lifetime value (CLV).

Provide personalized and improved experiences

Leveraging data insights gathered from conversations to deliver relevant campaigns that trigger personalized experiences anytime, anywhere, and across the entire customer journey.

Deliver accurate insights and predictions 

Conversational AI allows you to analyze large volumes of data, identify behavioral patterns and make data-driven decisions based on the findings. These insights can be used to allocate budgets effectively, predict customer behavior and anticipate outcomes that drive results.

Tools to power conversational AI

Gone are the days when you had to generate leads through long and boring online forms. By now, businesses should know that consumers are looking for quick, accessible, and convenient ways to engage with brands. And what’s the best way to do it? Implementing interactive two-way messaging and innovative AI tools to drive:

  • Personalized experiences: Use a Customer data platform (CDP) to understand data gathered from different sources and past interactions to segment audiences, provide personalized conversational experiences, and suggest products that closely match a user’s interest level, background, and needs.
  • Enhanced customer engagement and retention: Use conversational marketing to engage customers in real-time and provide targeted messages, special deals, coupons, and other offers to boost customer satisfaction and drive retention.
  • Optimize lead generation: Leverage Natural Language Processing (NLP) to engage customers using personalized content over the right channels, deliver more efficient sales cycles, and drive revenue.
  • Access to omnichannel marketing: Using the right AI conversational platform allowes you to connect instantly with customers across different channels like WhatsApp Business PlatformInstagramLive Chat, and others triggering a whole new set of conversations and opportunities for engagement throughout the customer journey.

To help you understand more about conversational AI, watch the video below and see how our partner Bruketa&Žinić&Grey an advertising and branding agency is helping their clients deliver conversational experiences at scale.

Challenges for marketing agencies implementing conversational AI

Incorporating conversational AI into your marketing agency sounds like the ideal solution to elevating your business. And while it brings numerous benefits to your business, there are some challenges obstructing the adoption of this technology at scale. Here are a few to consider:

  • Cost & resource limitation: Implementing conversational AI and automation can be expensive for smaller agencies with limited resources. It requires significant investments in hardware, software, training, and specialized staff to manage and operate these systems.
  • Integration: Conversational AI technologies may not be compatible with an existing IT infrastructure or may require significant modifications to integrate with current systems. This can be a complex process that requires significant time and resources.
  • Complexity of implementation: Incorporating AI into digital marketing requires specialized technical skills, resources, and scalable technology. Your business might face potential incompatibility with existing technologies and difficulty in integrating seamlessly across different channels and platforms. This, in turn, could affect the efficiency of the solution. 
  • User acceptance: User acceptance can be a challenge when implementing new technologies, particularly if employees are resistant to change or do not understand the benefits of the new systems.

Conversational AI is an evolving field, and maintaining and improving your customer engagement over time is crucial. Addressing these challenges requires careful planning, management, training, and investment in specialized personnel and hardware infrastructure to ensure your DMA can effectively leverage these technologies and achieve its strategic goals. Let’s find out how Infobip can help.

How the right technology partner can help your agency succeed

Partnering with a leading technology partner can help you monetize revenues, boost customer engagement, optimize lead generation and enhance scalability.

We can help you cover all the touchpoints across your customers’ journey, From simple use cases to the most complex conversational scenarios, we provide a tech stack that enables conversational experiences as part of an overall communication strategy to help you minimize costs and optimize resources.

And as a leader in CPaaS technology, we make sure our solutions are easy to integrate into your communication stack. Just plug and play.

We provide ongoing enablement services to support you with continuous improvement, product training, and maintenance. And through our CX consulting solutions, you’ll be able to:

  • utilize our experts to grow your ROI
  • keep up with the latest CX trends and tech advancements
  • help your clients deliver superior conversational experiences.

Successful conversational journeys built by DMAs and Infobip

Coolinarika by Podravka

Infobip partnered with Micorsoft Azure OpenAI Service, and digital agency C3 Croatia – 01 Content & Technology, to create an AI digital assistant – SuperfoodChef-AI by Coolinarika. The AI assistant is conceptualized and designed based on human-centered design principles and nudge architecture. SuperfoodChef-AI can:

  • create an enhanced user experience on the largest regional culinary platform
  • show users the importance of a varied and nutritionally rich diet in a simple, engaging and conversational manner
  • help users with culinary and nutritional advice and recommendations of delicious and healthy recipes

Pavle by LAQO

We partnered with Croatia’s first fully digital insurance provider, LAQO and Bruketa&Žinić&Grey to build an AI digital assistant, Pavle. The AI assistant was created to improve customer service with 24/7 availability, accessibility, and personalized support. Together with our chatbot building platform Answers, Bruketa’s team and Azure OpenAI Service, LAQO was able to launch a generative AI-powered assistant that:

  • reflects LAQOs brand voice and personality
  • offers 24/7 support for FAQs and repetitive queries
  • is available to assist in two languages: Croatian and English

Build your conversational future with best-in-class partnerships

The future of digital marketing is here. And by that, we mean conversational AI. It’s all about knowing your customers, predicting their behavior, and tailoring campaigns that drive results. Start building your conversational future with the best-in-class partnership.

By partnering with us, we can help you scale growth, expand your digital marketing efforts from customer engagement campaigns to additional services to grow your relationship with customers.

Combining the power of conversational channels, AI, and our customer engagement and data platforms, you can simplify your customer journey and ultimately drive more conversions. Digital marketing agencies can monetize revenues by selling these solutions to small businesses and enterprises or co-create their own to expand their product portfolio.

Together we can navigate the complexities and challenges of incorporating conversational AI into your marketing strategy and help your clients deliver superior conversational experiences that build customer loyalty and increase satisfaction.  

Ready to elevate your marketing with conversational AI?

Unlock the power of our conversational AI solutions and learn how you can drive sustainable growth.

Partner with us
Aug 31st, 2023
9 min read
Group Content Marketing Manager

Razan Saleh

Group Content Marketing Manager

Keep on exploring

Read some of our latest blog posts

How conversational experience solutions can grow your digital marketing agency

Group Content Marketing Manager

Razan Saleh

Group Content Marketing Manager

Managing a digital marketing agency isn’t easy, but keeping up with the latest technologies and ensuring its continued growth is even tougher! Digital marketing agencies today face an ongoing challenge of staying relevant and scaling growth. And although traditional marketing techniques are still valuable, they are no longer sufficient to captivate and retain audiences.

The pace of digital transformation, of which Conversational AI is a component, has picked up in the last few years. Consumers are now seeking hyper-personalized, interactive, and real-time experiences.

As a digital marketing agency, you need to navigate the ever-changing landscape of digital transformation and adapt your marketing strategies to meet your customers’ rising demands. One powerful approach that is revolutionizing business-customer relationships is the integration of conversational experience solutions.

In this blog, we cover how conversational experience solutions can help digital marketing agencies thrive and grow, the current challenges faced by the industry, and what strategies you need to overcome those challenges and scale growth.

The current challenges of scaling a digital marketing agency

As service providers, digital marketing agencies can sometimes struggle to drive growth. Why? Simply put, growing the business means either gaining more clients or increasing the customer lifetime value of existing ones. And with the current economic client, you need to solve the following challenges:

Increasing client churn  

As digital marketing agencies strive to scale and grow, they often encounter an unwanted obstacle, the dreaded ‘client churn’ affecting revenue, growth, and reputation. So, why do clients choose to bid farewell?

There are several reasons, one often cited and stands out is poor results that fail to deliver the desired impact/ROI/ROAS, higher conversions, and improved brand visibility. In addition, the market is very competitive and customers are constantly looking for the best prices and offers.

Therefore, it is crucial for digital marketing agencies to address these issues ahead of time, ensuring that clients stay on board and the agency can thrive in a fiercely competitive market.

Competitive market

The digital marketing industry is becoming more competitive and complex. This means your chances of gaining new customers become very slim. And as the industry becomes more competitive, service pricing continues to drop. In turn, you’ll find yourself using all your resources for smaller returns.

Reduced budgets and proven ROI

Let’s face it, everyone is trying to cut costs. As a digital marketing agency, you are always required to validate the return on every penny spent in a campaign. And so, not every customer will allow you to do whatever you want with the budget they set, therefore, proving the ROI becomes very difficult.

This is why you need to look for more cost-effective ways to take your clients’ customers through the marketing funnel – from awareness all the way to conversion.

For example, you can help your clients use cost-efficient advertising methods that provide detailed insights into their customers’ demographics and interactions, thereby maximizing their ad investment.

Strategies to scale your digital marketing agency 

To overcome these challenges, digital marketing agencies should focus on harnessing the power of conversational experience and its remarkable ability to deliver personalized and timely interactions.

By leveraging this approach, agencies can ensure that their clients’ customers receive the tailor-made experiences they crave. Ultimately, this contributes to the agency’s growth and profitability and solidifies its position as a trusted partner.

To get started, here are a few strategies to scale your digital marketing agency:

Leveraging AI chatbots and conversational experiences

The future of digital interactions is now and with our conversational experience solution, it’s possible over any chat app of your customers’ choice.

With us, digital marketing agencies can help their clients engage with customers across all touchpoints in their customer journey on any channel and all from a single intuitive interface, equipped with many solutions such as an AI chatbot and a customer engagement solution.

A conversational AI chatbot is a subset of artificial intelligence that works to simulate a human conversation between chatbots and people. These bots are built and trained to sound more human and less robotic. AI chatbots rely on machine learning (ML) and Natural Language Processing (NLP) to understand human speech and craft appropriate responses.

Leveraging AI chatbots offers you and your clients a wide range of business benefits, including providing customers with end-to-end conversational experiences that foster personalized interactions.

This helps businesses deepen customer relationships, increase lifetime value, and become market leaders in digital experience.

Other benefits for your clients include:

  • Improved customer engagement: Interact with potential customers in real-time by integrating live chat into business portals. Engage with customers at various touchpoints throughout their journey by offering instant assistance and personalized recommendations.
  • Enhanced lead generation: Optimize lead generation by integrating lead capture forms to collect valuable user information during interactions. This information can then be used to nurture leads, tailor marketing campaigns, and drive conversions.
  • Real-time customer support: Offer real-time customer support, promptly addressing queries and resolving issues. This level of responsiveness enhances customer satisfaction and demonstrates your agency’s commitment to excellent service.
  • Automation: Reduce costs by automating repetitive tasks and smaller requests using AI chatbots to handle frequently asked questions. This automation frees up your account managers to focus more on strategic projects.

Your clients can unlock unprecedented growth by harnessing the power of chatbots, AI, and conversational experiences. Offering these transformative solutions positions your agency as a leader in the digital marketing space, granting you a competitive edge that drives your business forward and exceeds your client’s expectations.

Using advanced data insights to inform decisions and improve strategies

Advanced real-time insights are the key to informed decision-making and strategy improvement. They provide a deep understanding of customer behavior, preferences, and trends, precisely guiding marketing efforts.

Analyzing this data allows businesses to gain actionable insights into their customer’s needs and preferences to help them optimize their campaigns, identify new target audiences, and make informed business decisions.

Real-time data is extremely valuable, allowing businesses to be agile, responsive, and actionable. The benefits of data insights span across different aspects of digital marketing, such as: 

  • Improving services through customer feedback and understanding customer preferences based on data gathered.
  • Optimizing campaigns by identifying bottlenecks and streamlining operations.
  • Enhancing customer interactions through personalized communication based on individual preferences and behavioral patterns.
  • Elevating content strategy by analyzing performance and crafting more relevant and engaging content.

By effectively leveraging data, you can elevate customer experiences, outpace the competition, and drive remarkable business growth for your digital marketing agency and clients

Investing in new conversational technologies

Investing in new conversational technologies is essential for scaling your digital marketing agency. You can improve performance and deliver exceptional results by providing digital interactions that are automated, conversational, channel-agnostic, and hyper-personalized.

Take a look at Bolt for example, the ride-hailing company wanted to optimize their driver registration process by introducing a new sign-up channel and using automation to drive efficiencies and increase the percentage of drivers who complete registration.

Here’s what they did:

  • Introduced WhatsApp Business Platform as a new communication channel
  • Set up an automated chatbot to guide drivers through the sign-up process
  • Used live analytics to continually monitor sign-ups and automate messages to any person who abandoned the process

As a result, Bolt increased their conversion rate by 40%.

Infobip’s conversational experience solution is available on any chat app your customers choose. With us, digital marketing agencies can cover all the touchpoints across the journey from a single intuitive interface equipped with a customer engagement solution, chatbot building platform, and a cloud contact center solution—all underpinned by a customer data platform.

Everything can be built over your customers’ favorite digital channels, from simple use cases to the most complex conversational scenarios. And as a leading CPaaS provider, we make it simple for you to integrate any channel into your communication stack.

By leveraging Infobip’s solution, your agency can unlock the potential of conversational technologies, automate tasks, and deliver personalized experiences. Its fast authoring and deployment capabilities enable quick adaptation to market needs, keeping you ahead of the competition.

Deepen customer relationships

Conversational marketing tools offer an effective way to scale your customer relationship and build meaningful connections through personalized experiences and seamless communication across all channels. Tools such as chatbots, customer data platforms and customer engagement platforms enable real-time conversations, allowing businesses to address customer needs and build trust promptly.

Conversational marketing is a two-way approach to marketing that uses real-time conversations to engage with customers and quickly move them across the purchase journey.

Infobip’s conversational marketing solution can help digital marketing agencies deliver valuable campaigns that drive loyalty and revenue.

Offering these solutions can help your clients deliver personalized recommendations, offers, and experiences based on their customer’s preferences and behavior. This level of personalization fosters a deeper connection and makes customers feel valued – ultimately leading to long-term loyalty and satisfaction.

Increase customer lifetime value

Increasing customer lifetime value (CLV) is a key objective for sustainable business growth. To achieve this, digital marketing agencies can focus on maximizing revenue from existing customers through the following:

  • Cross-selling and up-selling techniques effectively increase customer value by offering complementary products/services and encouraging upgrades.
  • Adding on conversational experience solutions with technology partnerships helps provide campaign experiences that foster positive interactions and build trust, loyalty, and long-lasting relationships.
  • Enhancing the overall customer experience through streamlined processes, personalized communications, and proactive support also maximizes CLV.

By implementing these strategies effectively, you can strengthen customer relationships, increase revenue per customer, and drive long-term success.

Increase ROAS

Start boosting client’s Return on Advertising Spend (ROAS) with these steps:

  • Refine targeting: Optimize audience targeting based on demographics, interests, behaviors, and past purchase history to enhance efficiency and ROAS.
  • Leverage remarketing campaigns: Re-engage users who interacted with your brand by tailoring ads to their previous actions or interests, boosting conversions and ROAS.
  • Continuously monitor and optimize: Track performance metrics regularly, experiment with bidding strategies, ad placements, and formats, and make data-driven optimizations to maximize ROAS.

By following these steps and continuously refining campaigns, your clients can easily increase ROAS and achieve higher returns on advertising investments.

Become a market leader in digital experience

Becoming a market leader in digital experience offers significant benefits for your agency’s growth.

Here’s why it’s important:

  • Enhanced customer experiences: Prioritizing the best digital experiences establishes your agency as a trusted choice, leading to increased customer satisfaction, loyalty, and even referrals.
  • Competitive advantage: Exceptional digital experiences set you apart from competitors, attracting and retaining customers by staying ahead with innovative technologies.
  • Increased revenues: Delivering exceptional experiences drives repeat purchases, higher spending, and brand advocacy, resulting in revenue growth and access to a larger customer base.
  • Improved visibility and reputation: Being recognized as a digital experience leader enhances your industry visibility, attracting attention and opening doors to new opportunities and collaborations.
  • Customer loyalty and retention: Outstanding experiences foster trust and loyalty, leading to long-term customer relationships and reduced churn.

Becoming a market leader in digital experience drives revenue, visibility, and customer loyalty, and positions your agency as the one-stop shop for digital services.

Increased cross-sell and up-sell opportunities 

Implementing upselling and cross-selling strategies can increase customer lifetime value, benefiting your business in multiple ways. Here’s how:

  • Monetize: add new revenue streams by adopting new technologies and adding new services and solutions to your core business and reselling to your customers.
  • Add value: Unlock upsell and cross-sell opportunities by encouraging your customers to upgrade and buy new services.
  • Elevate the experience: Adds value, convenience, and a personalized approach that fosters loyalty.

Build your conversational future with best-in-class partnerships 

Partnering with the right technology platform enables digital marketing agencies to keep up with the latest trends and technologies, monetize revenues, boost customer engagement, improve lead generation, and enhance scalability.

The conversational era represents a significant opportunity for digital marketing agencies to grow and thrive. With a conversational experience solution, you can successfully overcome budget constraints, increase profitability, expand your digital marketing efforts from customer engagement campaigns to additional services, and build lasting relationship with customers.

Combining the power of conversational channels, AI, and our customer engagement and data platforms, you can simplify the customer journey and ultimately drive more conversions.

It’s time to unlock the full potential of conversational experiences and help shape a holistic omnichannel conversational journey for your clients.

Ready to elevate your digital marketing agency?

Partner with us
Jul 19th, 2023
9 min read
Group Content Marketing Manager

Razan Saleh

Group Content Marketing Manager

Optimizing martech platforms with CPaaS

Discover how CPaaS can help martech platforms scale, drive efficiency and grow revenue.

As an IT leader in martech, you face unprecedented challenges to continuously deliver value and accelerate growth, despite the market situation. To stay ahead of the curve, you need to not only keep up with emerging trends but also adapt to the changes in the market. Investing in CPaaS technologies is a strategic way to achieve this.

This eBook offers a deep dive into the benefits of CPaaS technologies for martech platform companies. It covers:

  • The trends shaping the martech industry
  • Key action investments for martech platforms
  • The perfect match between CPaaS and martech platforms
  • Insights on unlocking the value of CPaaS with the right provider
  • Unlocking business growth with a new CPaaS API stack
  • Ways Infobip can drive revenue, scale, and efficiency

Why is CPaaS crucial for martech success?

As a marketing and sales leader within a business it’s your responsibility to invest smartly in the right martech platforms to grow or risk losing market share.

According to Gartner’s 2023 Global Software Buying Trends report 68% of businesses are replacing software more frequently since 2021.

68%

of businesses replace software more frequently 

So, as a martech platform what can you do to prevent being replaced?

A strategic CPaaS provider offers a variety of tools and APIs that allow businesses like yours to build and customize their communication workflows according to their specific needs. By investing in CPaaS, martech platform companies can optimize their operations, scale their solutions, and pioneer new forms of engagement with their customers.

Download the eBook now and learn how CPaaS technologies can help your martech platform company improve revenue outcomes, transform business models, modernize technology, and enhance customer experience by continuously delivering value and accelerating growth.

Platforms looking to gain a competitive advantage have been searching for ways to expand their core offerings – wanting to grow and move to new markets to meet client demand. Whether a platform is enabling businesses to help customers market, shop, or bank, businesses need to communicate with customers in an equally efficient way.