A complete guide for WhatsApp CRM for marketing, sales and support

A complete guide for WhatsApp CRM for marketing, sales and support [May 2024] Are you looking for a CRM that supports the integration of WhatsApp? Or would you like to integrate WhatsApp into your existing CRM? We answer all your questions because we have personally tested the WhatsApp integration in various common CRMs. We start to understand what a WhatsApp CRM is and what you need to know about the CRM-WhatsApp integration. We also explain how you can use AI-based software to manage customer discussions such as respond.io for WhatsApp marketing, sales and support. What is WhatsApp crm?. WhatsApp CRM is the integration between WhatsApp API, also known as WhatsApp Business Platform, and a CRM. While this concept may seem simple, companies Bulk SMS on WhatsApp that are looking for WhatsApp-CRM are pursuing one of two different goals: How to integrate WhatsApp into an existing CRM Integration of WhatsApp with messaging software that can serve as a WhatsApp CRM Regardless of this, we will deal with both types of integration and give an insight into how they can be implemented effectively.

Types of WhatsApp CRM integration Depending on your business goals, the type of integration you are looking for can vary. Let's take a look at how different integrations can meet your business requirements. WhatsApp API integration into an existing CRM Companies that want to integrate WhatsApp into an existing CRM usually want to have the opportunity to send and receive messages in their existing CRM. Some CRM systems support native WhatsApp integration, but cannot support certain WhatsApp messaging functions because they were originally developed for email and not for messaging. Thanks to our extensive tests, we have experienced these critical restrictions first -hand. The native WhatsApp integration of Zendesk, for example, has restrictions on how the impossibility of viewing videos in the preview and listening to language notes directly in the inbox. The agents have to download them to know the content. This slows down the work of the employees because they have to change between the Zendesk and their download folder while taking care of several customers at the same time. You may also open the wrong file so that you have to download the content again or search for it in your download folder. In addition, the integration of WhatsApp-API is limited to a single CRM by the native integration of CRMs. If a company has more than a CRM and wants to exchange WhatsApp information with all its CRMs, it will not be able to do so.

Fortunately, most CRMS offer integrations of third-party providers so that companies can choose the best software that supports WhatsApp integration. This brings us to the next type of integration, which is more compatible with WhatsApp. WhatsApp API integration with messaging software In contrast to common CRMs such as Salesforce and Zendesk, software for managing customer discussions or messaging software supports the native WhatsApp integration with all its functions. This is because they were specially developed for instant messaging. These platforms can effectively serve as WhatsApp CRM and offer seamless and integrated experience for the handling of WhatsApp conversations. They also enable integrations with existing CRMs. Here you will find a list of messaging software that can be used as a WhatsApp CRM. Respond.io (the best CRM with WhatsApp integration overall) Wati Trengo Lean river Messagebird There are many providers of solutions, but we recommend using WhatsApp with respond.io and integration in your CRM, as it meets all the requirements for a robust WhatsApp CRM. Let's take a look at the advantages below. Have discussed the advantages of WhatsApp CRM, we now want to examine the most important considerations before investing in such software. Advantages of using a WhatsApp API CRM software developed for messaging. The use of a WhatsApp Business CRM has many advantages. Depending on the solution you have chosen, you can: Use WhatsApp Business with several users Send whatsapp mass messages, including messages with product catalog Use of AI to process inquiries and support agents in answering Automate the lead qualification Automatically forward and assign discussions Follow important key figures and gain valuable insights into the team performance! And the list is far from over. You can achieve much more if you use AI-based software for the management of customer discussions such as respond.io. After we have discussed the advantages of WhatsApp CRM, we now want to examine the most important considerations before investing in such software. Factors that must be taken into account when choosing a CRM with WhatsApp integration: In this section we will examine the criteria that should have the best WhatsApp CRM.

WhatsApp-API access When choosing a CRM with WhatsApp integration, make sure that the solution offers access to WhatsApp-API for quick and uncomplicated integration. The choice of an official WhatsApp Business Solution provider (BSP) is better for faster and safer access. Integration and compatibility Choose for a CRM that can be seamlessly integrated into WhatsApp and important business platforms, including leading CRM software, e-commerce systems and various messaging channels. This ensures a uniform system that increases operational efficiency. Support and development Find a WhatsApp CRM software that offers strong user support, including detailed integration guidelines, efficient customer service for immediate help and regular functional updates that are based on the latest technology trends. Extended functions for improved communication Advanced WhatsApp CRM tools and functions such as AI functions, advanced automation, multimedia support and CRM analyzes are the key to opening up the full potential of WhatsApp integration for optimized communication and optimized processes. Security and compliance Data protection and security cannot be assessed high enough. Choose a platform that complies with the highest standards for data protection and privacy to protect sensitive customer information. Now that you know everything about the integration of WhatsApp Crm, let's take a look at how to do it on respond.io. Flexible CRM integration with respond.io Respond.io is a versatile, AI-based software for managing customer discussions that was specially developed for messaging. Compared to other messaging programs mentioned above, Respond.io offers the best platform reliability and availability of the customer support. This ensures smooth, consistent business operations and access to excellent support whenever you need it. Respond.io you can also connect WhatsApp to several CRMs to exchange information between you so that you can use the full potential of WhatsApp. It also offers a Ki-controlled omnichannel mailing input that summarizes messages of messaging apps such as WhatsApp together with traditional messaging channels such as email and webchat. In contrast, WhatsApp

CRMs like Wati do not support other popular channels, so that customers are limited to a single channel to reach them. Respond.io also supports WhatsApp functions such as sending WhatsApp catalogs, broadcasts, push notifications, the furnishing of interactive messages and much more. The best of all is that it can be seamlessly integrated into almost every type of CRM. Let's take a look at how the integration of an existing CRM with respond.io works. Integrate existing CRMs with respond.io First create a respond.io WhatsApp Business API account. Then create a new workflow automation and add the HTTP requirement step to connect your CRM and respond.io. In this way, you can automatically exchange information with your existing CRM while sending customers to respond.io messages without having to switch between your CRM and respond.io to respond to WhatsApp messages. Companies can use the platform to qualify sales contacts, call up updated contact profiles or to create shops and tickets in external CRMs. Would you like to know what else you can achieve through the integration of WhatsApp with respond.io? Read on and find out! Advantages of using respond.io as a WhatsApp CRM for various applications Respond.io is a WhatsApp Business Solution provider and a proven meta business partner. The former means that you have official access to WhatsApp-API, while the latter means that Meta has checked and recognized the company for its specialist knowledge. In this section you will learn how to use the respond.io AI-based software to manage customer discussions for marketing, sales and customer service. We will also discuss how you can use the platform for teams and managers. You can find out more below.

Marketing: Catch Leads through inbound conversations Companies can apply various methods to win WhatsApp leads. You can promote incoming conversations by attaching QR codes on flyers, business cards or in your shops. You can also enter chat links into a number of digital media and record website visitors via chat widgets. Companies can apply various methods to win WhatsApp leads. You can promote incoming conversations by attaching QR codes on flyers, business cards or in your shops. You can also enter chat links into a number of digital media and record website visitors via chat widgets. For a more proactive approach, advertisements that click on WhatsApp, on Facebook and Instagram can effectively address users on these platforms by precise target group segmentation. In this way, companies can reach relevant leads and ask them to connect on WhatsApp to continue to get involved and move them into a conversion. As soon as a lead begins a conversation, its contact information is saved, and companies can then forward it to the sales funnel by qualifying it. Best CRM with WhatsApp integration: Use of respond.io for marketing For a more proactive approach, advertisements that click on WhatsApp, on Facebook and Instagram can effectively address users on these platforms by precise target group segmentation. In this way, companies can reach relevant leads, ask them to connect on WhatsApp to continue to commit themselves and move them into a conversion. As soon as a lead begins a conversation, its contact information is saved, and the companies can then forward it to the sales funnel by qualifying it.

Sales: improved lead qualification and sales efficiency By integrating your sales CRM with respond.io, you can exchange data between the two platforms to qualify leads and create business with a click of the mouse. Employees can carry out sales -related tasks while talking to customers without having to change the platform. In addition, companies can automate sales tasks such as the processing of routine lead inquiries and their automatic qualification with AI Agent, a AI-controlled chat bot. Depending on which funnel you fall, you can then be forwarded to the right sales team and automatically assigned to a sales employee. The highly adaptable nature of the workflows of Respond.Iogift managers the freedom to implement their routing logic, e.g. B. the forwarding of leads after priority access, business size, region and more. In addition, you can ensure an even distribution of the leads to the sales team and automatically assign existing customers to your responsible sales employee. Since agents have to communicate with customers with different backgrounds, they can use AI prompts to formulate messages more clearly, messages too Translate to overcome language barriers and much more. In this way, agents can ensure that their messages are effectively communicated. You can also use this function for WhatsApp customer support that we will go into below.

Binding: Improve the quality and efficiency of the customer support Respond.io enables companies to improve the efficiency of their customer support through AI and automation. You can send automated FAQs and send multiple-choice questions with predefined answers to help customers formulate their needs clearly. Depending on what customers are looking for, they automatically forward them to the right team and assign them to the right agent. Similar to the skills of the AI agent mentioned in the above application, companies can use AI to edit routine inquiries and escalate complex or sensitive problems to human agents. In this way, agents are freed from the execution of repetitive tasks and can concentrate their time on critical problems. In order to make the work of the agents easier, tools such as AI Assist offer agents quickly access to relevant information from knowledge databases or existing resources. In this way, you can react quickly and precisely to customer inquiries, which improves response times and contributes to higher customer satisfaction. In addition, agents with just one click of the mouse can create support tickets on external CRM platforms such as Zendesk. After completing a conversation, companies can send a survey on customer satisfaction (CSAT) to measure the success and quality of their customer support. Simplify team cooperation Respond.io makes it easy for team members to work together in a team inbox. Through internal comments, agents can provide background information on contact for further references. The agents can also mark their teammates to discuss how they can best help a customer, or to escalate complex cases whenever this is necessary. The best thing is that agents work with the mobile APPRESPOND.IO without any problems, chatting with customers and managing their tasks.

Team performance effortlessly follow With the advanced reporting and analysis module from Respond.Iooconal, managers easily pursue the performance of individuals or teams. In addition, managers can filter and check high -quality conversations using a custom inbox. This ensures the best possible customer experience and contributes to increasing customer loyalty. Now let's briefly summarize what we have discussed in this blog. WhatsApp CRM: The most important knowledge In the meantime, you should know that the best way to integrate WhatsApp Business with CRM is to use WhatsApp API in software for managing customer discussions that was specially developed for messaging. Then integrate your existing CRM with this software. This integration approach has proven to be extremely effective in various industries, including food and drinks (F&B), hospitality, healthcare, education, real estate and retail. Read our customer reports to find out how companies have benefited from the integration of WhatsApp with CRM in various industries. Now that you know the basics of WhatsApp CRM, you can use your newly acquired knowledge and bring your WhatsApp messages to the next stage. Register for Respond.io WhatsApp Business API today! Frequently asked questions Do I need WhatsApp Business API to use WhatsApp CRM? Yes, to use WhatsApp CRM, you need a WhatsApp Business API account, as it enables the necessary functions to send and receive messages if it is connected to a CRM system. Is WhatsApp Business API free? No, it is not. These are the costs you can expect: a telephone number, a inbox for receiving and sending messages and the conversation -dependent fees of WhatsApp. Which is the best CRM with WhatsApp integration? This depends on the target of WhatsApp CRM integration. If you are looking for a solution that enables you to use WhatsApp with your existing CRM or to integrate WhatsApp with messaging software that can serve as WhatsApp CRM, then you should give a chance.

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