https://sleekflow.io/blog/whatsapp-crm
If you are using a CRM solution that does not provide integration for messaging apps, you need to read this:
Customers prefer texts rather than calls or emails.
80% of WhatsApp messages are read 5 minutes after being sent, whereas email recipients generally take 10 hours to reply.
Maybe you know that already. You make it easy for customers to reach the brand in multiple channels. You train sales, marketing, and support agents about your products. Yet, have you made sure that the progress of the deals that happened in social messaging is recorded? Do you have a centralized customer database for tracking conversions? You need to go one step further if you are constantly on edge about losing the opportunity to drive more conversions when the customer hops from one channel to another.
That is, implement a social CRM, a platform that integrates social messaging apps, gives you access to business insights, and provides the social tools to collaborate internally.
In this article, I will walk you through how to integrate your CRM customer profiles into WhatsApp communication. There are 2 steps: getting your WhatsApp API account ready and choosing a software solution that supports the integration of WhatsApp and popular CRM softwares like Salesforce and Hubspot.
WhatsApp has two business versions: the native WhatsApp Business App and the WhatsApp Business API. To integrate your CRM into WhatsApp, you have to register a WhatsApp API account. What's the difference?
| WhatsApp Business App | WhatsApp Business API / WhatsApp Business Platform | ||
|---|---|---|---|
| Verified Business Profile (green tick) | X | X | ✓ |
| Multi-agent access | X | up to four linked devices | Unlimited |
| Broadcast messaging | X | At risk of suspension | Unlimited |
| Managing multiple number in one view | X | X | ✓ |
| Integration with other software | X | X | CRM, e-commerce softwares softwares |
| Application method | Download from Apple App Store / Google Play Store | Download from Apple App Store / Google Play Store | via SleekFlow |
The WhatsApp Business App is majorly used by small and medium-sized entities and can engage their customers through a smartphone application. It’s a known messaging application among IOS and android devices. It provides simple business features to automate, sort, and respond to messages fast. The interface is just like the personal WhatsApp application.
A summary of WhatsApp Business’ features: