There is no doubt that WhatsApp is a powerful way to build relationships with prospects and customers, so much so that CRM-WhatsApp integration is increasingly sought after by sales teams. Is this your case?
Fast communication and a high number of Brazilian users are some of the obvious advantages of using the tool commercially. However, when there is a loss of information and a lack of standardized and automated processes , many managers rethink the viability of applying WhatsApp in companies.
Small, medium and large companies that already use a CRM to control sales and negotiation processes can benefit from integrations that connect WhatsApp to the customer management platform. The goal is to combine the best increase sales of both tools: CRM management and processes combined with WhatsApp’s relationship-building potential.
In this article, you will understand why integrating WhatsApp with CRM can benefit your team, customers and results, as well as the best tools to implement this integration. Enjoy your reading!
WhatsApp: Simply the best WhatsApp CRM
WhatsApp has become an essential tool for a large part of the population and, consequently, for companies. It facilitates communication between sellers and customers, bringing greater practicality to the buying and selling process.
As the best CRM for WhatsApp on the market, Bitrix24 allows you to integrate your customer service channel with WhatsApp, significantly increasing your conversion power. The tool allows you to send messages and create bots in an integrated manner.
With all this convenience and ease, your customers’ experience will be much better, which contributes to the prominence and acceptance of your company in the consumer market.
Learn how CRM integrated with WhatsApp works
CRMs are well-established platforms for building relationships with prospects and customers. Without them, many companies lose their sales processes , business intelligence , and relational databases . Integrating WhatsApp with CRM adds another way to build relationships with customers, and is also an opportunity to capture leads .
But what is the difference between using customer service management software and using a CRM integrated with WhatsApp?
Simply put, by integrating WhatsApp with CRM, you maintain the processes already standardized in the CRM, simply adding another contact channel. On the other hand, when opting for a customer service management platform , you need to consider the increase sales of connection between the contacts made and the sales funnel .
Therefore, we can list the main advantages of using CRM integrated with WhatsApp:
history of information obtained during the negotiation;
more productivity with CRM automations in contacts via WhatsApp;
integration with the sales funnel and
scalability in service, with automatic messages .
Find out the benefits of integrating CRM with WhatsApp
Integrating CRM with WhatsApp has many benefits. Having a customized CRM is essential for even more qualified customer service. See the main advantages below!
Facilitates lead capture
If the page that the person accesses has a WhatsApp button, the chances of turning them into a lead increase greatly. This way, the person doesn’t waste time entering data and makes contact with just one click, which also makes it easier for the company that receives the contact and, automatically, the lead enters the CRM pipeline, so that the sales team can explore the customer’s potential.
Speeds up the submission of proposals
With information concentrated in a single place, CRM integrated with WhatsApp makes it possible to have a more efficient and broader view of business opportunities whatsapp number list each stage of the funnel.
With a more dynamic relationship, communication also becomes more efficient and the chances of closing a deal increase considerably.
Sorts the customer registration in the system
CRM integration is essential to professionalize your business. CRM integrated with WhatsApp helps to structure and standardize processes, resulting in optimization and better relationships with leads and customers. Reports will be more efficient and consistent, which will support the sales team.
Promotes integration between social networks
Social media is an essential tool for generating leads and maintaining customer relationships. With a good strategy, you can stand out from the competition.
To achieve this, offering omnichannel service is essential. With the integration between CRM (Customer Relationship Management) and WhatsApp, you can offer a unique customer-centric experience.
Increase sales
An agile service system with automated processes increases the chances of closing good sales. By using automated processes, marketing and sales teams have time to focus on activities 6 ways to automatically generate leads maintain high productivity.
Allows scalability in service
With faster information and better centralization, it is possible to expand service. Delivering services and other activities 24 hours a day, seven days a week will result in greater scalability in the business.
Tips on how to integrate CRM with WhatsApp
At Br24, we have a very simple way to integrate CRM with WhatsApp, through the PowerZAP application , you no longer need to purchase an integrator to link communication with your customer on WhatsApp within.
PowerZAP WhatsApp API is an application created by Br24 that is available on the Bitrix24 marketplace for all users with commercial plans of the platform. This application is responsible for connecting the function of sending and receiving messages, performed by the integrator, to the CRM functions.
With the API, you can use Bitrix24.CRM automations, send and read messages from increase sales, and distribute contacts among your team using just one WhatsApp number. In addition, you can:
Automatically send messages, files, images and audios.
Keep a history of all interactions directly in the CRM.
Have a Dashboard to monitor your sales strategy.
Automatically capture new leads.
Send messages even outside business hours.
Manage service queues.
Make several calls with just one number or choose several local numbers for each one, it’s up to you.
Learn how to get results with Whatsapp CRM
The results of using WhatsApp CRM are extremely promising and satisfactory for companies. If you are interested in using this tool to your advantage throughout your professional career, you definitely need to be aware of how to obtain good returns.
To get results with WhatsApp CRM, you need to use it strategically. So, explore the history of interactions between your team and customers, analyze your consumers’ preferences and needs, automate tasks aleart news increase employee productivity, take advantage of the platform to make more sales and improve your business’s contact with customers.
Learn how to use Bitrix24 CRM integrated with WhatsApp
With PowerZAP WhatsApp API you integrate information in a simple way and configure it in a way that is best for your company.
You can install it in two ways. Access your Bitrix24, click on the Applications option in the left menu. In the search field, type “PowerZap WhatsApp API for Bitrix24”. When you find our application, open the link and click on the Install button.
Once the installation is complete, open the application from the list of applications. A window will then open to define the payment method that needs to be made. Define the chosen payment method and complete the installation.
The second way is to type “PowerZap WhatsApp API for Bitrix24” in the search field. When you find our application, open the link and click the Install button. Then a window will appear asking you to enter your increase sales. In this field, enter the URL of your Bitrix24.
Once the installation is complete, open the application from the list of applications. A window will then open to define the payment method that needs to be made. Define the chosen payment method and complete the installation.
Opening the PowerZap WhatsApp API application, you can click on “Add new number”. Just fill in the Nickname information for your number, choose the API (we recommend using PowerZap’s own integration), and that’s it, just confirm the registration by clicking “Ok”.
Then, simply click on the sandwich menu of your registered number and click on “Link Open Channel”. This is where you define which channel will receive messages from this WhatsApp number.
Identify relevant information
With the integrated CRM, you will be able to see all WhatsApp conversations in a simple way, thus being able to have an idea of the demands and how customers interact with your brand.
Filter the most relevant information and organize it. After all, there are different types of data, but not all of them will be essential for your business. Look at suggestions, strengths and weaknesses, needs, etc. With this data, you will be able to better personalize offers and service for each customer.
Adopt a time interval between messages
Although you can send automatic messages with the CRM integrated into WhatsApp, you should not use this feature indiscriminately. This is because, if the frequency is too high, your messages may be ignored.
Process automation is a great ally in lead nurturing, but it must be used with caution. Therefore, constructing strategic messages is essential, in addition to having a well-defined interval between sendings.
Use a chatbot
Using a chatbot combined with a CRM integrated with WhatsApp can boost your sales even further. Customer service can be provided through this tool and you will be increase sales available 24 hours a day, without needing a person and, at the same time, without giving up personalization.
The chatbot helps to minimize queues in customer service and also ensures greater post-sales satisfaction, as it is possible to solve problems in a simple way.
At Br24 we have Chat Booster , which is integrated with Bitrix24 CRM, with which you can bring automation to all areas of the company. Learn about some of the main features below:
Marketing: add a link to your chatbot with strategic information about your action to your email campaigns or automation flows.
Pre-sales: set up custom lead qualification filters and automatically distribute those that pass your criteria to the sales team.
Sales: accelerate the sales cycle with valuable information received by the bot and stored directly in your CRM and receiving contacts aligned with the moment of purchase.
Service: Distribute leads to open channels according to your needs. With automatic messages and questions, understand their needs before even passing them on to a specialist.
image with shades of blue, a cell phone and a tablet appear in the layout and next to it is written: Free eBook Chatbot: How to personalize your customer experience. A guide on how to use chatbots to provide quality automated service.
Define a sales funnel
People who interact with your company are at different stages of the purchasing journey. Therefore, developing strategies for groups at each stage is essential to explore the full potential of CRM integrated with WhatsApp.
Mapping this journey will help the company define the best strategies and approaches. With integrated CRM, you will know the best content to talk to each person increase sales is part of this journey, and you will also be able to guide the customer more naturally through the entire process until they make a purchase. And, you will be able to use WhatsApp at each stage of your sales funnel.
Using CRM for WhatsApp Business: understand if it is possible
Using CRM together with WhatsApp Business is not only possible, but also highly recommended. This integration is very beneficial for businesses, as it facilitates customer relationships, boosting company results.
The integration between CRM and WhatsApp Business is also a way to make the company more visible and attractive to the consumer market. This is because this combination makes customer access to the company more convenient and practical, reducing the distance in this relationship.
Furthermore, CRM linked to WhatsApp provides greater control over the lead and customer database, which makes negotiations more agile and allows results to be monitored.
