Benefits of WhatsApp CRM Integration [Video]

WhatsApp is probably most used means of communications across the planet. In India, WhatsApp is very widely used for business also. Apparently, your Customers also use WhatsApp for communication. WhatsApp CRM integration can be of extremely effective means of communication especially by using Templates and automated transactional WhatsApp Messages.

Bulk WhatsApp is useless, But WhatsApp CRM integration can provide transactional WhatsApp Messages which is great.

Lets first look at some numbers about WhatsApp:

  • More than 1.5 Billion Active users.
  • More than 75% of users use it daily.
  • Its 2nd most used Mobile App.
  • More than 55 Billion messages sent daily.
  • Most of Indians use it for Business also.

Three types of WhatsApp accounts.

  • WhatsApp personal Account
    • This is free to use.
    • It has personal information and essential communication functions which are extremely useful on a personal level.
    • Everyone has been using this for ages now (at least it looks like it). There are mobile apps for almost every platform and also WhatsApp for Web, which works in alignment with your Mobile number.WhatsApp Personal
  • WhatsApp for Business App is free to use.
    • It also allows registering landline numbers for WhatsApp Messaging.
    • It provides some useful features like necessary information about the business, Automated replies shortcuts for frequently used messages and similar other functions.
    • WhatsApp recently launched this special Android-only App for SME businesses. Apparently, the most significant market for this app is, India.
  • WhatsApp for Business App. (SME)
    • It is available to selected few vendors as a pilot project and will surely come at a very dear cost.
    • In fact, WhatsApp launched this before launching the Business App for SME (as mentioned above). WhatsApp is targeting Enterprises.WhatsApp for Business (Enterprise)
    • WhatsApp is providing API for this Account, using as much automation as possible.

Do you want to know how WhatsApp CRM integration works?

It helps you to reduce work load

Book a Free Demo

WhatsApp Business or CRM Integration?

Even if we use Business WhatsApp correctly and efficiently, it can enhance our marketing efforts to a large extent. We have created a guide to WhatsApp Marketing, Please have a look. Don’t miss the video.

Sangam CRM provides WhatsApp integration, in a way that is 100% valid as per WhatsApp Usage Policy

CRM Integration without WhatsApp API?

Mobile CRM App from Enjay, provides easy to use templates and single click WhatsApp sending from Mobile itself.  We are not using WhatsApp API as of now. However, if the requirement is there, then that can be done.

Benefits of WhatsApp CRM Integration

Bulk WhatsApp broadcast is apparently not on the cards here. We are talking about the transactional and operational use of WhatsApp for marketing promotions and Sales process management.

  1. Direct
    WhatsApp Message is the most direct means of communication. Most of the people read WhatsApp before they read email or SMS. So the effectiveness of WhatsApp is unparalleled.
  2. Template Based
    Send pre-formatted (or custom) text messages along with links to your prospects and customers. 
  3.  Workflow-based
    Create a drip-marketing campaign to send sequence of WhatsApp message to your Leads.
  4. Time-based
    Imagine sending Happy birthday message or ETA of Delivery or anniversary greetings to your Client’s WhatsApp. Triggering time-based or date based WhatsApp messages is a great idea.

WhatsApp CRM Integration can be used in Marketing, Sales Follow-up, Support and even tracking orders or deliveries.

Do you want to know how WhatsApp CRM integration works?

It helps you to reduce work load

Book a Free Demo

Examples of WhatsApp CRM Integration

Here are a few areas where WhatsApp CRM integration can work wonders. While this is a small suggestive list of use cases, the possibilities are endless. Your imagination is the only limitation.

  1. Lead Nurturing.
    1. Send your product brochures, Images and Videos to your prospect based on their recent interactions with your team (or your website).
    2. Here is a small video which explain use of Whatsapp Templates from CRM
  2. Sales Follow-up
    1. Send an automated WhatsApp message with details of your product (and preferably some images or doc files) when someone fills up a form on your website.
  3. Order Tracking and updates
    1. Send automated notifications about order tracking and delivery updates to your clients.
  4. For Customer Support and Ticketing.
    1. Helpdesk functionality can be revolutionalised using WhatsApp CRM Integration. Sending updates on ticket creation,  status, and resolution.
  5. Get feedback from your customers.
    1. When a support ticket closes, send a small notification to your client with a small link which they can click and give instant feedback.
  6. Notifications for your Team
    1. Naturally, your team also uses WhatsApp to no small extent. How about notifying your Sales and support teams about inquiries or tickets being assigned to them or anything getting escalated internally.

How does WhatsApp CRM Integration work?

  1. Sending individual WhatsApp messages using Templates.
    1. This is possible from the Web interface as well as Mobile Interface.
    2. These messages are sent from your own WhatsApp mobile numbers.
  2. Scheduled WhatsApp Messages based on some event.
    1. CRM creates a message based on the template selected.
    2. Then it is ready for you to send, with a single click.
    3. This WhatsApp queue is defined based on Teams or registered WhatsApp Numbers which have been defined in the CRM.
  3. Do you require to pay anything to WhatsApp?
    1. No, because no API is used here.

Artificial Intelligence Chatbot system with WhatsApp, Messenger and chat support is near future

What’s Next with WhatsApp CRM Integration?

Obviously, the next step is going to be an Integrated AI-based chat experience, Where the chat-bot engine is talking to all different mediums at the same time and responding to them. For example, your clients can communicate with you on SMS, WhatsApp or chat or Facebook Messenger and your Integrated AI-based chatbot will respond automatically. But that needs WhatsApp API Integration.

53 Comments

  1. S P TOSHNIWAL

    Amazing. This take business to next level of client/prospective clients interaction.

  2. Bhavesh

    When are you going to launch this?

  3. Vicky

    Awesome

  4. shabbir

    we are a mnc shipping manning company, would lile to have some info about your products
    thanks
    shabbir

  5. suryansh pratham industries pvt.ltd

    it is a fantastic application for business needs. please help us with the subscription

  6. shalini

    Salesforce Whatsapp integration is possible.

  7. shalini

    Salesforce and Whatsapp integration is possible?

  8. kunal

    is it leagal ?

    • Limesh Parekh

      Of course. Everything mentioned in this blog article is legal. We have to understand one thing, for a company it is a policy and for Government or a Nation, there is a Law. WhatsApp is provided by a Company, which means it’s their policy an not a law.
      But to make things simple, we are talking about various types of WhatsApp accounts provided by the company and how it can be used for business.

  9. Naresh Garg

    It is revolutionary to integrate all social media message, receive and respond through a single application application.

  10. Rajiv Jain

    We are interested.

  11. Dr Bhavesh Shah

    I didn’t understand how crm help me and my patient as I run dermatologist cosmetology clinic
    Dr Bhavesh

  12. Madhu

    When it will be releas d for Apple Mobil
    Regards
    Madhu.b

    • Limesh Parekh

      Honestly, We don’t know. it’s up to WhatsApp as an organisation to do that. But thanks for reading my article and responding to it.

  13. Ashok

    I am keen to use small forms using WhatsApp to update Google sheets. This could be used for progress update or stores received at warehouse

    • Limesh Parekh

      Yes, 100% it can be used. I have written an email to you and connected with our Sales Team to help you.
      and yes, thanks for the comments.

  14. Nikhil Prasad

    Good explanation. We would like to explore more.

  15. Rajendra

    Cool…. This will take customer service & sales process to next level… All the very best…!!!

  16. Radjendirane S

    Dear Limesh Parekh,
    Very interesting and good to note the developments in this area.
    Please let us know VtigerCRM (latest version) and Whasapp integration possibility!

  17. UMS Tech Labs

    Really good information to show through this blog. I really appreciate you for all the valuable information that you are providing us through your blog. i’m happy if you look out this our WhatsApp API Integration Services.

  18. Davinder singh

    we required
    detail pls

  19. Shreyans Sankhala

    Can u get in touch with me on 94XXXXX221

  20. Subhash

    Nice blog, very interesting to read
    I have bookmarked this article page as i received good information from this.

  21. alessandro

    Good morning.
    Is it this service/crm integration available also for Italy?
    Thanks.

    • Raj trivedi

      Currently, we are not servicing the European countries but we will definitely get back to you once we open to foreign markets

  22. Gusfurnell

    This is really useful, thanks.

  23. Anthony

    This is actually helpful, thanks.

  24. Edmond

    Thanks for the wonderful post

  25. Colleen

    Thanks to the great guide

  26. shravi joshi

    Hi… These blogs offer a lot of information about CRM integration.Your blog is incredible. I am delighted with it. Thank you for sharing this wonderful post.

  27. Vivek Pal

    Sir can you guide me on how to integrate the what’s App in CRM and how it will work.
    Basically want to know that whatever the msg is coming in WhatsApp it should generate a lead in CRM. Kindly confirm whether it is possible or not.

  28. Mario

    Is this tool available right now Jan 2020 in Mexico? Get in touch if so. you got my email 😉

  29. Sahil

    Hey,
    I’m interested in learning more about this integrated CRM, please could you contact me with further details?
    Thank you.

  30. Brad

    Interesting! It was a great read! To my knowledge, 84% of SMBs think that WhatsApp helps them communicate with their customers. I found this quite fascinating.

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>