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How to measure the SMS, WhatsApp and messenger ROI within Salesforce

Sakshi Sharma June 12, 2026

SMS, WhatsApp, or messenger application is the fastest and the easiest method to communicate with customers. But remember, sending messages on repeat will not alone define the success of any organization.

So, "how to exactly measure all the success of any organization?"

One of the proven ways to figure out which campaigns provide real results and which are weak points is through Salesforce messaging analytics. Businesses can make the best decisions if they have access to detailed analysis of customer engagement and response trends, along with campaign success.

After gaining sufficient customer engagement metrics and SMS campaign reporting data, companies can easily achieve better communication strategies and customer engagement.

Importance of Measuring Messaging ROI in Salesforce

The investment being put into SMS and WhatsApp for increased engagement must be accompanied by tracking business impact.

By measuring the ROI of Salesforce messaging, you can better evaluate how the conversations contained in your sent SMS or WhatsApp messages add value to the business.

From a revenue-generating aspect, engagement, and client satisfaction:

Top Key Metrics to Evaluate SMS, WhatsApp, and Messaging ROI

As a business owner, if you truly want to understand whether the SMS ROI or other is lucrative, don’t set a limit to tracking the number of sent messages only.

Go beyond that and measure the performance across all the touchpoints. It ultimately helps in knowing what factors encourage customers to take action.

01

Delivery & response rate

By monitoring the delivery time of the messages, response, customer interaction, the company can analyze how effective it is reaching the customer.

02

Impact on conversions

Monitoring lead movement, appointments set, purchases, and follow-ups allows businesses to gauge the influence that messaging is having on sales actions and overall outcomes.

03

Campaign results

Individual campaign metrics help evaluate which message, audience, and timing approaches work best for better outcomes.

04

Cost vs returns

Analyze every single penny spent on the campaign against the conversions & sales as it helps in calculating the actual SMS ROI, and assessment of investment efficiency with Salesforce SMS ROI.

05

Customer insights

Analysis of how customers interact with and engage via Salesforce communication metrics allows for more personalized and effective messaging campaigns.

How Salesforce Messaging Analytics Track the ROI

In Salesforce, it's easy to track all the conversations of the customer, measure the performance of the campaign, and analyze sales activity as it is stored on one single platform.

Salesforce messaging analytics can allow the teams to get a view of how they are using SMS and WhatsApp and accompany the customer on their journey along with business objectives.

By converting the messages into insights, they can go beyond simple tracking to analyze the revenue impact of every interaction.

Adding SMS and WhatsApp features into Salesforce allows the teams to hold all conversations and track the engagement and campaign results with a tool like GirikSMS.

Ways to Improve Messaging ROI with Salesforce

With Salesforce's assistance, businesses can adjust messaging strategies using all the gathered information as well as campaign reports and consumer engagement.

All these features make messaging easier and more efficient.

Conclusion

Understand that the quantity of messages sent is not the only factor affecting the effectiveness of SMS and WhatsApp communication. But by the value they add to the business. Find the true impact of your messaging campaigns through Salesforce by linking customer engagement to messaging outcomes, revenue outcomes, and performance.

By reviewing the right Salesforce messaging KPIs and SMS campaign reporting and always look for opportunities to optimize your messaging communications, make smarter decisions to engage your customers better and get more value out of each communication and turn messaging data into insights.


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