Table of Contents:
Introduction
WhatsApp CRM is a Customer Relationship Management software that integrates with WhatsApp Business API to allow your business to communicate and interact with your customers from a single dashboard.
WhatsApp CRM integrations can be categorized into native and third-party integrations. A native integration is a direct integration of WhatsApp into a CRM platform that is usually developed and supported by the CRM provider itself. This ensures a seamless user experience and usually comes with affordable pricing. A third-party integration, on the other hand, is developed by external providers that connect WhatsApp with a CRM system. Third-party integrations have more advanced features and customization options that aren’t normally available in the native integration.
Choosing the right WhatsApp CRM for your business
An excellent customer relationship management (CRM) system helps businesses efficiently manage customer data, strengthen customer relationships and streamline sales processes. Various aspects such as ease-of-use, features, integrations, implementation support, and your own business objectives must be considered before opting for any CRM.
Some popular WhatsApp Customer Relation Management (CRM) platforms available are, Leadsquared, Zoho, Salesforce, Hubspot, Zendesk Sell, Freshworks, WebEngage, and MoEngage . Choosing the right WhatsApp CRM solution is an important decision. We at Route Mobile are connected to all of these global CRM partners, making your job easy in case you are seeking a CRM-integrated WhatsApp solution.
The integration allows you to easily send and receive messages to your customers right from your CRM and offers many other benefits for keeping up with your customers’ requirements and your business growth.
For example, if your goal is WhatsApp marketing, sales and customer service, we can help you interact with your leads and clients on WhatsApp in a more effective way.
Here’s a wireframe of CRM integrated WhatsApp solution for Banking
One key advantage of a CRM tool is its ability to collect and store customer data, allowing you to analyze behavioural and preference patterns. This insight enables you to send more personalized messages, thereby increasing the likelihood of converting prospects into clients.
The wireframe below illustrates the complete customer profile management in Banking and a range of use cases to meet customer needs and service requests through WhatsApp Chat.
Objectives of Integrating WhatsApp with CRM
Integrating a WhatsApp Business account with a CRM offers several advantages for business owners:
Increasing Leads and Sales
Responding promptly to customer inquiries with relevant and affordable solutions can significantly boost conversions. A CRM allows you to manage multiple customer interactions simultaneously, ensuring that no potential lead is overlooked.
Enhancing Operational Efficiency
CRM tools automate processes, improving operational efficiency by providing actionable insights from customer data. This helps business owners better understand customer behavior and preferences, leading to more informed decisions.
Optimizing Client Support and Management
CRM integration enables real-time customer responses, enhancing support and fostering trust. This level of responsiveness is key to maintaining strong client relationships and ensuring customer satisfaction.
How can WhatsApp CRM integration benefit your business?
Integrating WhatsApp with your CRM offers numerous advantages, including:
Manage Multiple WhatsApp Numbers: Seamlessly connect multiple WhatsApp numbers within your CRM.
Set Goals & Track Performance: Monitor your messaging campaigns and measure their effectiveness.
Scale Messaging Campaigns: Launch and manage large-scale messaging campaigns effortlessly.
Automate Lead Capture and Conversion: Automatically capture and convert WhatsApp leads into your CRM.
Send Targeted Messages: Send one-to-one or bulk messages to your contacts with ease.
Centralize Team Communication: Allow your team to manage conversations with leads and customers through a single WhatsApp number.
Use Message Templates: Respond instantly with pre-approved message templates.
Set Auto-Replies: Configure auto-away messages and availability status.
Add Internal Notes: Attach custom notes to conversations for internal tracking.
Organize Conversations: Categorize chats with colorful tags for easy reference.
By integrating your CRM with WhatsApp, you can centralize all your conversations in one place. This allows you to manage chats, create leads, and assign conversations to the appropriate team members efficiently.
For growing businesses, managing communications across multiple devices can be challenging. WhatsApp CRM allows multiple team members to handle conversations from different devices using a single WhatsApp Business API. You can send various types of messages, including text, media, and documents, while tracking delivery and read indicators. This overview helps your team analyze key conversations and deliver a personalized experience to potential customers.
Conclusion
With Route Mobile’s platform, brands can seamlessly communicate with customers across multiple channels, including WhatsApp, SMS, Voice, and Email. This approach ensures that brands can reach customers through their preferred channels, maximizing engagement and responsiveness.
From broadcasting media-rich messages to automatically capturing leads, WhatsApp-integrated CRM can set your business for long-term success. If you want to know more about how you can integrate WhatsApp with your business, book a consultation session with us.
