What You Need To Know About WhatsApp CRM Integrations

By: Yukta Debnath

WhatsApp CRM Integration enables you to offer potential customers and/or clients with catalogue, photographs, location, documents, audios, videos, and much more based on their most recent interactions with your team.

With the ability to broadcast media-rich messages and capture leads automatically, WhatsApp CRM integration can help you grow your business. Throughout this post, we’ll discuss several factors you should know before integrating CRM and WhatsApp.

Engaging with your customers is something as a business owner you can never ignore. Customers need to know what you are offering them. Apart from showcasing or marketing your products to them, it is important that you also create a positive rapport with them. And that is why you have to embrace customer relationship management solutions. Using a CRM system, you can organize and analyse customer data to increase customer satisfaction. That means you easily develop customer loyalty and attract more customers due to the positive reviews you will receive.

You can also integrate your customer relationship management system into your WhatsApp. WhatsApp is one of the most popular social media platforms, with at least 2 billion active users. With a large number of users, you can tap into a new market where you can even attract new customers and engage with existing ones. Thankfully, you can integrate WhatsApp with the CRM system you use. It saves you from the frustration you might face juggling between your CRM system and WhatsApp. That will ensure that you communicate with your customers and get a chance to gather valuable customer data you can use to boost your sales.

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Even though merging your WhatsApp with a customer relationship management system is a great way of growing your business, it does come at a cost. There are factors you need to consider before enjoying the benefits that WhatsApp CRM integration has to offer. They include:

1. Get A WhatsApp Business API Account

If you own a large business and need to communicate with many customers, then having a WhatsApp business API account is important. The account allows you to collect valuable data from your customers. Acting upon that data gives you various ways to grow your business by boosting your sales.

With a WhatsApp business API account, you can integrate the CRM system. Doing so will come with significant benefits to you. The ability to engage your customers on a real-time basis. It is possible by providing quick responses. That enables you to deal with issues your customers face within a short while. So, you will not have to keep your customers waiting.

To have a WhatsApp business API account will require you to register a business mobile phone or landline number. That means you need a phone number that will solely belong to the WhatsApp business account. But if you have a WhatsApp business number, you can shift it to your WhatsApp business API account. You will have to forego your WhatsApp business account.

2. Find A WhatsApp Business Solution Provider

Even though using a WhatsApp business API account comes with many benefits, applying for it can be a hectic process. That is why you need to find a reliable WhatsApp business solution provider. WhatsApp has permitted specific companies to approve business and also fast-track the process of acquiring a WhatsApp business API account. It is upon you to work with the company of your choice to ensure you get to set app your account and integrate it with your CRM system. You can now capitalize on chatbots or WhatsApp chat widgets to respond instantly to your customers. That will enable you to keep up to date with them. You can share with them information regarding their order and delivery status. Besides, you can keep them updated on upcoming promotions and offers.

whatsapp crm integration

3. Adhere To Privacy Policy

Even as you use WhatsApp CRM integrations, you must adhere to the data privacy policy. Remember, you will mine customer data and use it to benefit your business. But, you must ensure that you do not misuse customer data to exploit customers. Doing so ensures you create a great rapport with customers and gain your trust. Below are some important laws you have to adhere to:

  • Do not inquire about sensitive information from customers, for instance, their health and finances
  • Do not give customer data to unauthorized persons
  • Keep your customer data safely

4. WhatsApp Messages Opt-In

Communicating with your customers does not mean you should bombard them with unnecessary WhatsApp messages. You need to get consent from them to send promotional messages about your business through WhatsApp. So how do you go about it? You have to introduce the WhatsApp opt-in feature that allows you to send your customers messages about your goods and services.

Using message templates can help you come up with personalized messages for customers. You get to understand your customers more personally, hence ensuring you satisfy their needs. It is a crucial step towards retaining your customer, thus having them buy more from you.

whatsapp commerce flow
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5. CRMs That Integrate With WhatsApp

To start messaging, connect your WhatsApp API account to a WhatsApp Customer Relationship Management (CRM) platform. Integrating WhatsApp with your CRM allows you to use data from your CRM in your WhatsApp account.
Whether your CRM is compatible and a good fit for a WhatsApp integration is perhaps one of the most important factors to consider.
The majority of popular CRM systems are compatible with WhatsApp. Among them are:
  • SuiteCRM
  • Salesforce
  • Pipedrive
  • AmoCRM
  • HubSpot
  • SugarCRM
  • Microsoft Dynamics 365
  • Zoho

To wind things up....

WhatsApp CRM integrations allow you to reach out to your customers efficiently. You can address their grievances easily and get to know what they need. It is a crucial strategy for enhancing your relationship with your customers. However, before you integrate your CRM with WhatsApp, there are many factors you have to adhere to. This is important in ensuring that you can leverage WhatsApp CRM integrations appropriately. For instance, you have to apply for a WhatsApp business API account with the help of a WhatsApp business solution provider, adhere to the data privacy policy, and utilize WhatsApp messages opt-in to constantly communicate with your customers.

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READ MORE: Enhancing Conversational Commerce using WhatsApp for Business

Reference | Gupshup

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