Six Benefits of Integrating Vtiger CRM with Your WhatsApp Account

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ashammi238
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Joined: Sat Dec 21, 2024 3:16 am

Six Benefits of Integrating Vtiger CRM with Your WhatsApp Account

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Instant messaging has replaced traditional methods of commercial communication. Customers want companies to be able to interact with them immediately.



Did you know that 63% of people would like a whatsapp number list company to offer text messaging as a communication channel?*


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But messaging apps have expanded beyond their core text messaging function. Online messaging apps like WhatsApp provide an easy and cost-effective way to communicate. Sales and customer support teams use these apps to connect with customers. Many of these apps also provide automated messaging bots to handle customer inquiries.



As a Vtiger CRM user, have you explored this opportunity? You can now integrate your WhatsApp Business account with your CRM through different service providers. This integration allows you to send messages directly from Vtiger CRM to your contacts and leads.

Why should you integrate Vtiger CRM with your WhatsApp account?
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It was found that almost three-quarters (72 percent) of respondents are more likely to buy from a shopping site that uses live chat with a real employee on the other end. *


Simply put, integrating your WhatsApp Business account with Vtiger CRM allows you to easily and securely target, connect, and engage with your customers. From messaging to sharing images and documents, you can use it to fulfill your sales and support needs.



Multiple Service Providers

Additionally, Vtiger has teamed up with five different service providers to connect WhatsApp to CRM. You can link your WhatsApp account and send direct messages from your CRM using Twilio, Clickatell, IMIMObile, and Gupshup .


How will this integration benefit you?
WhatsApp can be a great way to connect with your customers. It makes customer interactions easy by providing tools to quickly sort messages and respond to them quickly. Let’s learn about the benefits of integrating your WhatsApp account with your CRM.

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Cost-effective way to communicate: With WhatsApp messaging, you can reach a wider audience at a low cost. You can regularly interact with your contacts, share information, and get feedback to build meaningful relationships. You can attract potential customers, paving the way for conversions.
Centralized Communication: The WhatsApp module records detailed information about all messages. You can see the different statuses of your messages - whether they have been sent, delivered, read, etc. You can also send WhatsApp messages from different modules in the CRM. This works great if you need to send standard messages like offers, greetings, pleasantries, etc. to all your contacts.
Reduced response time: Vtiger-WhatsApp integration enables direct two-way messaging. Send messages from different modules directly from CRM screens. Delight your customers with a quick response.
Excellent customer experience with various message types: WhatsApp supports a variety of message formats. These can be simple greetings, quotes, and other documents for review and approval. They can be sent as documents, images, videos, etc., helping you create interesting content.
Secure Messaging: Worried about rules and regulations like GDPR in different countries where your customers live? WhatsApp provides end-to-end encryption and 2FA for your messages, reducing privacy and security concerns.
Messaging Workflows: Want to send a message on a specific date? Or send a notification to make sure your customer responds on time? Schedule your messages with workflows. You can set up a workflow in your CRM for drip marketing campaigns, standard messages like greetings, etc., and make sure you don’t miss your schedules.

Features of Vtiger-WhatsApp integration
WhatsApp integration with Vtiger CRM provides you with many useful features. Not only can you send messages directly from the CRM screen, but you can also:

Use standard message templates or customize your messages using pre-approved templates.
Send messages from different modules that have WhatsApp integration available.
Send messages in the form of standard text messages, notifications, alerts, and even approval notifications.
Send messages as images and videos.
Attach documents such as invoices and quotes to your messages.
Check the status of messages.
Open individual messages to view details.
Create workflows in CRM to schedule WhatsApp messages for different dates and times.
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