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 legal leads for sale 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!