User Review
( votes)Welcome back Dynamic 365 Enthusiasts!
Our weekly polls are becoming quite the trend, and we couldn’t be more thrilled with the insightful responses! As our exploration into the dynamics of WhatsApp4Dynamics — an integration app for WhatsApp Business with Microsoft Dynamic 365 CRM continues.
We conducted an intriguing LinkedIn (P.S. Follow us if you haven’t already) poll for Sales Managers, probing into their perspectives on preferred communication channels by customers. The choices ranged from conventional channels like Email and Phone to modern solutions like WhatsApp and Microsoft Teams. The outcomes were unexpected and that motivated us to create an in-depth blog response. If you’d like to catch up on the details, you can find the full scoop here.
This time, our query revolved around the primary feature preference within WhatsApp4Dynamics. The results were not just exciting but also shed light on users’ preferences toward specific functionalities that improves workflows and drives business growth.
In this blog post, we’ll take a look at the various features that WhatsApp4Dynamics offers, diving into each aspect to understand their use cases. Also, get to know the reasons behind the victory of “Automate WhatsApp Messages” in our latest poll
So, let’s dive in!
A Quick Bird Eye View at WhatsApp4Dynamics Before Unpacking Its Features
WhatsApp4Dynamics serves as a powerful integration between Microsoft Dynamics 365 CRM and WhatsApp Business, designed as a productivity tool within the CRM ecosystem. This innovative app empowers users to seamlessly engage with customers, prospects, and business associates worldwide, all without leaving the Dynamics 365 platform.
By bridging the gap between Dynamics 365 CRM and WhatsApp, WhatsApp4Dynamics plays a crucial role in enhancing communication effectiveness across sales, service, and marketing teams. It equips users with the ability to interact efficiently, catering to customer needs, promoting products and services, and facilitating swift and effective client outreach.
Now that we’ve gained a bird’s-eye view of WhatsApp4Dynamics, let’s zoom in on its impressive array of features designed to transform communication within Dynamics 365 CRM.
Automate WhatsApp Messages
With WhatsApp4Dynamics, streamline messaging within Dynamics 365 CRM through automated workflows. Users can configure triggers and actions tied to specific events, like automated WhatsApp notifications for order confirmations or appointment reminders.
Imagine setting up an automated WhatsApp trigger message for new orders placed during the Christmas holidays. Whenever a new order is generated in CRM, the associated contact number receives a direct WhatsApp message automatically. Here’s a Christmas-themed example of such an order message:
This functionality showcases the convenience for users, making it incredibly useful.
Coming up shortly, we’ll delve into why Automated WhatsApp Messages stand out as a prime feature that excites users.
Get Chat Notification in CRM
WhatsApp4Dynamics swiftly alerts users about incoming WhatsApp messages directly within the Dynamics platform. Similar to the festive Christmas colours, these notifications are in red and green themed where red indicates “Decline” and green is for “Accept” to initiate chat sessions. These notifications serve a vital function, keeping users well-informed and enabling prompt responses to customer queries and crucial messages. Chat notifications are presented as a chat bubble on the right-hand side, displaying the total count of unread messages, ensuring users stay updated without delay.
Store Chat History
WhatsApp4Dynamics enables the storage of chat history within chat sessions. This integration allows users to engage with customers via WhatsApp directly from the CRM platform while preserving the entire conversation history within a dedicated chat session. Users can conveniently maintain WhatsApp chat records linked to each specific record, facilitating easy tracking of communications and effortless review of past conversations.
During the Christmas holidays, Sarah, a sales manager at a tech company. Prior the festive holidays, she had discussions about potential deals and project timelines with a crucial client, John. As the holidays wrapped up, Sarah returned to work energized but faced with numerous follow-ups. The chat history feature in WhatsApp4Dynamics came to her rescue. With the ability to review their past interactions, Sarah smoothly resumed discussions with John, showcasing her attentiveness and ensuring nothing slipped through the cracks, even after the holiday break.
Map contacts with CRM records
Connect contacts to CRM records seamlessly using WhatsApp4Dynamics. By linking new WhatsApp chats to specific mobile numbers, this feature ensures more contextual conversations. Enjoy the benefits of personalized support, leveraging the integrated data to enhance customer interactions.
Effortlessly sync your contacts with CRM records through WhatsApp4Dynamics. With this feature, each new WhatsApp chat is intelligently mapped to its corresponding mobile number, ensuring more contextually rich conversations. This connection empowers personalized support by leveraging integrated data, allowing for a deeper understanding of customer needs and preferences.
Why Automate WhatsApp Messages won the poll by whooping 48% percentage?
The reasoning behind the resounding 48% victory for Automate WhatsApp Messages in the poll boils down to four pivotal aspects:
- Convenience
- Instant Gratification
- Consistency
- Reliability
In today’s rapid-paced world, convenience holds paramount importance. Automated messages fulfil the need for immediate responses, providing swift acknowledgments that make users feel respected, even in digital interactions.
Furthermore, automation guarantees consistent messaging, eradicating the possibility of human errors or delays. This reliability fosters trust in brands by meeting users’ expectations for timely updates, establishing a dependable reputation.
The automation of WhatsApp holds substantial significance in sales, marketing, and customer interactions, optimizing message delivery, offer sharing, announcement management, and efficient handling of high call volumes.
Or it’s possible that the “cool” factor that comes with the word Automation influenced the decision. Who’s to say?
The four highlighted poll options were just the beginning; there’s an abundance of possibilities with WhatsApp4Dynamics. With the holiday season upon us, consider gifting your Dynamic 365 CRM with the finest WhatsApp integration – WhatsApp4Dynamics. This integration dramatically enhances your CRM’s capabilities, improving customer communication and productivity. Start by downloading the application and beginning your free trial today, accessible on Microsoft AppSource. Alternatively, explore further details about WhatsApp4Dynamics by visiting Inogic website.
Keep your sleighs ready, everyone! This holiday season, we have something extraordinary for businesses and individuals using SMS. Get ready for the arrival of TextSMS4Dynamics – the ultimate tool for text-ify your CRM innovated by Inogic. While it’s still on its way, take the opportunity to explore more about TextSMS4Dynamics.
Wishing you Happy Communication, Customers, and an early Merry Christmas!
The post Automate WhatsApp messages in Microsoft Dynamics 365 CRM – Most Requested Feature! appeared first on CRM Software Blog | Dynamics 365.
