WhatsApp CRM Custom Workflows Setup and Integration

created by , a member of Netbasejsc

About This Service

We offers to you a solutions for uou and your business with Custom Workflows developments where it capables for a seamless informations exchanges while you messageing with clients on our platforms. Because of that you wont need to change or to swtich between your CRM and the messaging platforms. We also provide the ability to track important metrics, offering valuable insights into team performance.



What Do We Provide?


1.Lead Qualification Automation: Leverages artificial intelligence (A.I) to scrutinize a lead's WhatsApp interactions. It gauges the likelihood of a lead converting into a customer based on various factors such as the speed of response, interaction frequency, and the type of inquiries. This automation can greatly expedite the lead qualification process and enhance efficiency.



2. Conversation Routing and Assignment: Ensures that every conversation is managed by the most appropriate team member. For instance, queries related to technical issues can be automatically directed to the technical support team, while inquiries about purchases can be routed to the sales team. This not only accelerates response time but also boosts customer satisfaction as their queries are addressed by the right expert.



3. Performance Metrics Tracking: By linking WhatsApp with your CRM, you can monitor a range of performance metrics such as response time, resolution time, and customer satisfaction scores. These insights can aid in identifying areas for improvement and facilitate data-driven decisions to boost team performance.



4. Existing CRM Integration: Facilitates seamless integration with your current CRM. For example, when a customer sends a message on WhatsApp, the conversation can be automatically logged in your CRM. Likewise, any update in the CRM can trigger an automated message to the customer on WhatsApp. This ensures all customer interactions are recorded in one place, simplifying the provision of personalized service.



5. Message Personalization: Personalization is crucial to effective customer engagement. Platforms like Zoho CRM enable you to craft personalized WhatsApp message templates based on various customer attributes such as their name, past purchases, and preferences. These personalized messages can be utilized at various stages of the customer journey, including welcome messages, product recommendations, and after-sales service.



6. Action-Based Messaging Automation: Enables you to automate WhatsApp messages based on specific customer actions. For instance, if a customer adds a product to their cart but doesn't complete the purchase, you can set up an automated message to remind them about their pending purchase. Similarly, automated messages can be sent for order confirmations, shipping updates, and more.



Why Choose Us?


Choosing our service ensures you get a tailored solution that aligns with your specific business needs. Our service is compatible with various CRMs and offers different features, allowing you to choose what best fits your business requirements. Plus, our commitment to continuous improvement and customer satisfaction sets us apart in the market. Join us for a transformative approach to customer relationship management.


Cmsmart Support

  • Service Added

    Jan 13, 2025

  • Number Of Team

    98 Team Member

  • Processed Tasks

    30316 Tasks

  • Processing Tasks

    516 Task

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About Project Assistant

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Frequently Asked Questions

Our Ecommerce Service is for all ecommerce partners that wants to

1

Outsource your Ecommerce Business with a Know-How Tech Team Supported by a Smart Management Tool

2

Manage your Store Development project from small front-end tasks to full project development in Agile Approach

3

Develop and deploy any Complex eCommerce Marketplace or integrate CRM, ERP system to your platform business

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