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WhatsApp is not just a messaging app. It is a powerful platform for any businesses, as it offers convenience, versatility, and familiarity to both businesses and customers. However, many start-ups, organizations, and sellers are not fully utilizing WhatsApp’s potential and are missing out on golden opportunities. With a low retention rate and fierce competition, it is crucial to leverage WhatsApp’s features to engage and convert leads.
In this article, we will show you how you can use Whatsapp4Dynamics, a productivity app that integrates WhatsApp Business with your Microsoft Dynamics 365 CRM environment. With Whatsapp4Dynamics, you can communicate seamlessly with your customers, prospects, and business partners across the globe via WhatsApp without leaving the CRM ecosystem. You can also leverage the power of WhatsApp to market your products and services, serve your customers better, and reach your clients faster and easier.
Why Use WhatsApp for Your Business Organization?
WhatsApp is one of the most popular messaging apps in the world, with over 2 billion monthly active users. According to some insights, WhatsApp users exchange more than 100 billion messages every single day. Compared to traditional emails with only 20-25% open rates, WhatsApp has a whopping 95%-98% rates. Over 50 million users are using WhatsApp Business, and more than 175 million people message a business account every day.
These statistics speaks volume for the importance of WhatsApp for businesses in 2023.
However, not using WhatsApp within CRM can cause many drawbacks, such as:
Missing out on potential leads and customers
Many people prefer to communicate with businesses via WhatsApp, as it is fast, convenient, and personal. If you do not use WhatsApp within your CRM, you may lose the opportunity to capture and engage with these leads and customers who are interested in your products or services.
Wasting time and resources on switching between apps
If you use WhatsApp separately from your CRM, you may have to switch between different apps and devices to manage your conversations. This can be time-consuming, inefficient, and prone to errors. You may also have to manually update your CRM records with the WhatsApp data, which can be tedious and inaccurate.
Losing track of conversations and context
If you do not use WhatsApp within your CRM, you may not have a complete and unified view of your customer interactions. You may miss important messages, details, or follow-ups that are stored in WhatsApp. You may also lose the context and history of your conversations, which can affect your relationship and trust with your customers.
Failing to provide consistent and personalized service
If you do not use WhatsApp within your CRM, you may not be able to provide consistent and personalized service to your customers. You may not have access to relevant customer information, such as their preferences, needs, feedback, or issues. You may also not be able to automate or customize your WhatsApp messages, such as greetings, reminders, confirmations, or notifications.
Missing out on valuable insights and analytics
If you do not use WhatsApp within your CRM, you may not be able to measure and analyse the performance and impact of your WhatsApp communication. You may not have access to key metrics and insights, such as response rate, conversion rate, customer satisfaction, or sentiment. You may also not be able to optimize and improve your WhatsApp strategy based on data-driven feedback.
How Can You Overcome These Drawbacks?
As we have seen, not using WhatsApp within CRM can cause many drawbacks. But what if there is a solution that can help you overcome these drawbacks and boost your productivity and customer satisfaction?
Whatsapp4Dynamics is the latest solution by Inogic that connects Microsoft Dynamics 365 CRM and WhatsApp. It allows you to access WhatsApp from within any CRM record or create a new record from a WhatsApp chat. You can also use WhatsApp features such as emojis, images, videos, documents, etc., from within the CRM platform.
Whatsapp4Dynamics provides the following features:
You can chat with customers from any CRM record or create a new record from a WhatsApp chat. You can also use WhatsApp features such as emojis, images, videos, documents etc., from within the CRM platform.
You can communicate with customers via WhatsApp from the CRM platform and store the entire conversation history as a chat session. You can also maintain WhatsApp chat history associated with each record, track communication, and review past conversations.
You can get notified about new incoming WhatsApp messages within the CRM platform. These notifications help you stay informed and respond quickly to customer queries and other important messages. Chat notifications are displayed as a chat bubble on the right-hand side that shows the total count of unread chat messages.
You can automate sending messages through workflows within Dynamics 365 CRM. You can set up triggers on specific events or actions, such as sending automated WhatsApp messages for order confirmations or appointment reminders. This automation saves time, reduces manual effort, and ensures timely communication.
If you want to leverage WhatsApp integration with CRM to boost your business, try Whatsapp4Dynamics. It’s the ultimate solution that connects Microsoft Dynamics 365 CRM and WhatsApp seamlessly. You can communicate with your customers and prospects with Whatsapp4Dynamics directly from your CRM system.
Take your business to new heights by starting a 15-day Free Trial now.
Whatsapp4Dynamics is also available on Microsoft Commercial Marketplace AppSource. Download it today!