You might have felt like a happy child in a candy shop when you first got your hands on WhatsApp Business (If you haven’t yet registered for it, check out this step-by-step guide to starting well). The ability to reach out to new leads and existing customers using one of the most popular messaging apps in the world seemed too good to be true! But then it hit you:
How do I manage all of these leads?
How can I make sure that I’m making the most of this awesome opportunity?
And how can I fully integrate WhatsApp into my other sales and marketing tools?
Well, we’re here to tell you that there’s a simple solution. All you need to do is to start integrating WhatsApp Business with your Customer Relationship Management (CRM). This will capture your inbound leads automatically, provide a unified view of your contacts, streamline communication, keep customer data secure, and allow better team coordination. Let’s look at each of these points in turn.
It captures your inbound leads automatically
It’s exciting when you get a new lead on WhatsApp Business. No matter what kind of business you’re running, that’s always a good sign. But it’s also a little bit… nerve-wracking? when you have to go in and enter that lead into your CRM word for word, number for number. Just the thought of having to type all that information in can be stressful and time-consuming.
Yet, we know it’s important. It helps you keep track of your leads and how they move through your sales funnel, which means you can always be sure that they’re getting the attention they deserve. You can also look back and see who needs follow up and how long it’s been since they last heard from you.
With the integration, a new deal will be created automatically in your CRM when a prospect messages you on WhatsApp Business. No more worries about typos or transposing numbers one by one and cross-checking.
It provides a unified view of your contacts
When your CRM and WhatsApp Business accounts aren’t integrated, they each have their own database of contacts. This means you’re working with two lists instead of one, adding complexity to any task that requires viewing information about someone on either platform. By integrating them together into a single database, however, all contact data is visible from within your CRM—making it much simpler to find what you need quickly and easily.
Besides, a unified view of your contacts enables you to have a more comprehensive understanding of your customers and their preferred communication channels, methods and frequency. You can then utilise this knowledge to create more meaningful and relevant conversations with your customers that drive better results for your business.
It streamlines communication
One of the biggest advantages of WhatsApp is its ability to reach people directly. Due to its ease of use and instantaneous nature, most people respond to their WhatsApp messages much quicker than they would with emails. On average, each WhatsApp user opens the app 23-25 times daily! It is indeed a key tool today when it comes to customer communication.
Through the integration, you can send WhatsApp messages directly from your CRM. You don’t need to use another app or platform to send them. No more swapping of screens and copy and pasting contact details to connect with your customers.
It keeps customer data secure
When you manually transfer leads from one platform to another, there is always a risk of losing some of your customer data or making errors that could hurt your sales.
By integrating WhatsApp with your CRM, you can eliminate this risk. All customer data will be in one place without any chances of getting lost or transferred incorrectly. It will help you prevent human errors as well as ensure better management and organization of all your leads and contacts.
It allows better team coordination
Integrating your CRM and WhatsApp Business can increase the value of your CRM because it allows better team coordination.
For example, in a sales team, any sales rep can respond to a customer in the CRM. If sales rep A is not available for follow up, the next sales rep will be able to take over with a complete picture of the conversation thus far.
This is especially useful in cases where there is a change of sales reps. In such instances, new sales reps can pick up from where the existing one left off.
This also means that no customer questions or inquiries are lost, resulting in better customer service and happier customers.
3 integrated solutions
To conclude, integrating WhatsApp Business with your CRM provides you with a better-organised customer communication strategy. It assures that you do not let any lead go to waste and puts all your contacts under one roof. Apart from being efficient, it is also cost-effective.
If you haven’t gotten both integrated yet, now is the time!
At SalesJourney360, we provide three integrated solutions to help you achieve the above.
- SalesJourney360 Inbound Lead Capture
Capture your inbound leads from WhatsApp automatically in our integrated CRM. Never miss a lead again.
- SalesJourney360 Chatbot Lead Generation
Capture and qualify your inbound leads from WhatsApp 24/7 in our integrated CRM. Waste no time on uninterested or spammy leads.
- SalesJourney360 AI Outreach
Capture your inbound leads from various sources then qualify and nurture your leads using WhatsApp automatically. Our AI technology will trigger an instant SMS notification to your sales rep only when leads are hot and ready to convert.