Businesses want to communicate with their customers as quickly as possible in today’s virtual world. To do this, they have found that integrating a WhatsApp business API with a CRM is one of the best ways to engage with customers. The integration will enable all of your WhatsApp conversations, inquiries from customers, support requests from customers, and cart abandonment notifications, etc., to automatically populate into your CRM. This means that you can manage everything in the same place.
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Why should you use WhatsApp?
With over 2 billion users around the globe, WhatsApp achieves nearly 100% open rates on messages sent via WhatsApp and messages sent directly through email (which has an average reader rate of just 20%). That makes WhatsApp an excellent choice for communicating with your customers.
Benefits of WhatsApp CRM Integration
- Increased Customer Engagement
Through instant messaging via WhatsApp, customers can have their questions answered faster and gain greater trust in your company.
- Personalizing At Scale
Your CRM system will provide you with information about the types of messages that would be most relevant to each individual customer. Therefore, when you combine that data with WhatsApp, you can create meaningful interactions with all of your customers.
- Automation of Routine Communication
You can schedule follow-ups, reminders, and notifications to automate these processes. This helps you manage your time better and reduces the potential for errors due to missing notifications or phone calls.
- More Efficient Lead Tracking
When customers express interest in your business, you can track every interaction they have with your business. This way, you won’t lose any potential customers.
- More Economical Marketing
Compared to traditional marketing methods, WhatsApp provides a much more cost-effective way to reach customers. Therefore, it is especially beneficial for small to mid-size companies.
Setting Up WhatsApp CRM
- Select a Customer Relationship Management (CRM) platform that has WhatsApp Integration.
- Register for WhatsApp’s business application programming interface (API) through a vendor who provides bots. After completing that step, you will set up the API/webhook within the system.
- Using your API credentials, you will connect your CRM system to the WhatsApp business API.
- Automate messages, reminders and follow-ups through workflows.
- For your team to utilize the integrated CRM system, you will need to provide training on how the system works.
Best Practices for Using WhatsApp CRM Effectively
- Always obtain explicit consent from customers before sending them any promotional communications.
- Use personalized messages rather than general greetings.
- Ensure that all links, media items, and payments processed through WhatsApp are optimized for mobile devices.
- Do not bombard your customers by sending them multiple messages on a daily basis.
- Track WhatsApp communications with metrics also so that you can refine your communication strategies over time.
Integrating WhatsApp into your CRM System Allows for Engaging Customers through Various Channels in a Full-Scale Solution. Real Time Chat Management, Personalized Messaging Options, Automated Follow-Ups, and Streamlined Lead Conversion Are Just A Few Examples Of How A Business Can Create An Engaging Customer Experience Using This New Tool.
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