The answer is yes, without a doubt! WhatsApp is an agile tool that offers excellent results when used in conjunction with CRM strategies. According to an internal survey conducted by Agendor, salespeople receive three times more feedback through WhatsApp than through email.
If you already make good sales via WhatsApp, using all the power of CRM will only help you close even more deals!
Tip! Be sure to check out this article to understand the legal leads for sale full potential of this tool: “ WhatsApp Business: best practices for using WhatsApp for companies ”
How to use CRM for WhatsApp?
Using CRM for WhatsApp is identical to the process adopted in other channels for contacting your customers.
Think about it this way: how does your sales team capture leads? They use different methods, right?
They may work with inbound marketing and content marketing , for example. In this case, it is very likely that they use an email marketing automation tool as well.
So, this means that not only do they quickly place these new leads into the sales funnel of their CRM tool, but they also use integrations between other solutions to their customer relationship management system.
Through these integrations, every time the team acquires a new lead or it reaches a certain stage of the marketing automation tool, it is automatically registered in the CRM, and vice versa.
So, think the same way when using a CRM tool for WhatsApp: feed your sales funnel and keep your relationship history updated without complexity!
Also check out: “ Understand what Inbound Marketing is and discover 4 strategies that work ”
6 rules on how to use CRM for WhatsApp to get more results!
Below are six key practices for the proper use of CRM integrated with WhatsApp.
1. Be disciplined when filling out data in the CRM
Just as with leads acquired through other channels, it is essential that salespeople feed the CRM with the information gathered as they interact with customers via WhatsApp.
A complete relationship history is essential! Did you close a sale via WhatsApp, send a proposal, or discover a customer preference? Immediately transfer this information to your CRM.
And the best part: with Agendor's integration with WhatsApp, you can record this information without even having to leave the conversation with the customer!
Watch this video and better understand the functionality and how to manage contacts via WhatsApp directly from our CRM!