Importance of Integrating WhatsApp with your CRM

  

Technology is evolving and businesses are taking complete leverage of this technology to grow their business to heights of success. Today, technologies like CRM systems are a valuable asset for businesses across multiple industries. With its intelligent features and powerful integrations, CRM systems like Kapture help bridge the gap between businesses and their potential customers. Thus, what is important today is an efficient CRM integration.

 What is CRM Integration?

 Now the question is what exactly is CRM integration? Precisely, it is the seamless connectivity between your business’s CRM (Customer Relationship Management) software and third-party applications. The significance of integrating your CRM with third-party applications is that it eliminates the need to shuffle back and forth between other applications or systems. With integrations, the functionality of your CRM software expands and you can easily access the most common third-party applications. Apart from communicating with your customers seamlessly, your CRM should also be efficient and easy to use. 

Today CRMs like Kapture, which is an efficient help desk ticketing software provides 500+ powerful integrations of common and popular third-party applications and several business processes. 

 What is WhatsApp Integration?

 WhatsApp has a massive influence and reaches across the globe as the most popular messaging app which provides a simple and reliable way of communication. Currently, it has over 2 billion active users and 2 billion minutes of voice and video calls are made on this platform. With all this in hand, integrating your CRM with WhatsApp would mean that you have a great opportunity to nurture the relationship with your customers.

 Statistics show that “WhatsApp has retained its top position among the most popular messaging apps for nearly 10 years now. All projections point towards an upward trend in the number of its users, revenue, and most importantly user satisfaction.”

 Maximize business growth with WhatsApp CRM integration

 Integrating your CRM with the most popular communication platform WhatsApp helps businesses in connecting with their customers effortlessly and enhances the customer experience. WhatsApp API integration provides seamless communication with customers all over the world for both large and medium businesses. Now connect with your customers in a simple, secure, and reliable way. With WhatsApp API integration businesses can create built-in Chabot’s where they can find customer’s crucial queries and reach out to everyone. 

 What is WhatsApp Business API?

According to statistics, more than 2 million people across the globe use WhatsApp not merely as a messaging app but also for business purposes. Businesses are massively turning their business by integrating their CRM to WhatsApp to engage with their customers more effectively. WhatsApp provides users with a WhatsApp business app with features like fast replies, labels, and business profiles. WhatsApp Business API allows businesses to receive as well as answer unlimited messages from their customers and provide seamless customer service. 

 

Martine van der Lee, Director of Social Media, KLM Royal Dutch Airlines, says that “With WhatsApp, we could boost our brand and keep customers informed about their flight details in a non-intrusive manner.”

 

Benefits of WhatsApp CRM Integration

Wondering why WhatsApp CRM integration is much needed for businesses. This is because the pace with which technology is advancing is remarkable. And to be relevant in the market, businesses need to leverage social media and other digital platforms to seamlessly provide a better customer experience. Here are some of the major benefits of integrating your CRM with WhatsApp. 

1. Receive WhatsApp Notifications on CRM 

WhatsApp provides seamless communication and is the best way to connect with potential customers. Customers can easily reach out to brands and inform their queries without having to juggle between customer care numbers or platforms. With WhatsApp, integration businesses can easily manage work and have the opportunity to change the status of leads. 

2. Quick Feedback Management 

Feedbacks are necessary for businesses to improve and improvise their business strategies and enhance customer satisfaction. Customer feedback plays an important role in making decisions about product strategies too. By integrating your CRM with WhatsApp, collecting feedback is a matter of a few seconds. You can easily send feedback and service links to customers on their WhatsApp numbers from the CRM software and fill the gaps accordingly. 

3. Lead Nurturing

Easily send brochures, documents, images, etc. based on their recent interaction with the business. Nurture your leads and convert them to potential customers by providing an accurate solution for their pain points.

 

4. Follow-Up Messages

With automated CRM’s like Kapture, you can easily send automated messages to your customers and support them in their customer journey.

 Now you know how WhatsApp CRM integration works and how it helps in maximizing your business’s growth. Integrate WhatsApp with CRM’s like Kapture and provide your customers with seamless customer support all along. The market is competitive and businesses must mark their brand’s identity to reach heights. In this power era of customers, this is only possible with a good CSAT rate. Integrate your CRM with WhatsApp and skyrocket your business’s growth. 

Book a demo right away to understand how Kapture CRM can integrate with your current systems to help add value to your business.

Learn how CRM integration can boost revenue and increase productivity.

 All businesses aim to increase profitability and bring in revenue, with this the ultimate goal is to increase sales. Though the sales component is very important to keep a business running, another important thing we forget is customer service. Customers and sales are two interdependent elements of any business. When we keep customers happy sales automatically increase. But with so many enterprise operations it becomes challenging to give customer service the amount of time it needs. This is where CRM integration comes in. 

What is CRM integration? Why do you need CRM integration?

Though the primary goal of a CRM or customer relationship management software is to bridge the gap between a business and its customers and provide better customer service the software also helps businesses to handle and overlook all enterprise operations of the business. Integrating CRM software to all operations helps the businesses to not only run more efficiently but also helps them increase customer satisfaction which results in more revenue. By improving customer relationships using CRM software businesses are bound to increase profitability with happy and satisfied customers.  

1. Helps in making better decisions based on data

Manually collecting and organizing data is a very hectic job that consumes a lot of time and energy. Through CRM integration, collecting and organizing data from customer purchases becomes easy. The data collected by the CRM software enables businesses to build their marketing and sales and product strategies based on customer increase or decrease in purchases. It helps in identifying trends and buying patterns of customers that enable them to understand what exactly they have to produce and how much they have to produce. It helps businesses build customer profiles through which customer targeting becomes easy. 

2.  Increases customer retention and onboarding 

All customers want to save time. When customer queries are not answered immediately it frustrates them and puts a halt to the purchase process. This not only decreases sales but also creates a bad image for the brand itself. This also leads to lower customer retention. Businesses are capable of overcoming this issue using CRM software that helps in providing immediate automated responses to their customers or leads at any time and anywhere. Integrating helpdesk ticketing systems like Kapture CRM not only increases customer retention but also improves customer onboarding. 

3.  Helps in finding new leads

Integrating help desk software helps keep a thorough check on all the tickets raised. It allows businesses to collect data from all the tickets and helps identify and track potential leads. 

With CRM software like Kapture CRM, storing and categorizing data related to tickets becomes smooth. Another added benefit of Kapture CRM is that it categorizes leads into warm, cold and hot based on their in-app or website activity like videos streamed or links clicked. This helps businesses in understanding when exactly a lead should be contacted. By integrating help desk software businesses save money on traditional methods of lead generation. Additionally, businesses tend to save more time on tracking new leads when they switch to CRM software. 

4.  Helps in improving customer experience

Better customer experiences automatically translate to profitability. Customer experience should be given the utmost importance. Having CRM software assists businesses in storing customer information that can be used for personalized marketing that adds up to the customer experience. Having a CRM-backed Knowledge management system helps in building a self-service portal that plays an important role in improving customer experience. It helps businesses create more independence in customers and answers their queries even during the off-hours which lead to higher rates of customer satisfaction. Having higher rates of customer satisfaction increases repeat buyers which adds up to the sales.

5.  Increases efficiency and productivity 

Having high levels of productivity and efficiency is what keeps the businesses running. CRM integration provides immediate automated support which not only reduces manual workload but also saves company time. Due to quick automated responses and automated agent assignments for tickets raised, CRM software automatically increases the productivity of businesses. CRM software makes sure no tickets go unattended and also leaves no room for errors which results in high levels of efficiency.

Boosting revenue and increasing sales can seem like a long and tedious process, but not with CRM integration! Want to learn more about CRM integration? Click here for a demo now.

Healthcare: How can hospitals become more efficient with CRM integration?

Healthcare institutions today are facing tremendous amounts of pressure to wade through the crowd and come out as the leading brand. The reasons for this situation can range from increased competition, obsolete programs, decreased foundation funding, insufficient marketing campaigns, disorganized customer database, etc.

At the heart of every issue is the institution’s focus on the business, and on itself, to generate more leads and customers, and more sales. This approach has become grossly outdated as customers – a wide user base that comprises of patients, doctors and physicians – have started gravitating towards services that value and listen to them, and construct programs for their specific needs. This path to a customer-centric market requires hospitals to rethink their marketing strategy to achieve the maximum return-on-investments and set the right business image.

In the last decade or so, medical institutions have increasingly adopted a Customer Relationship Management (CRM) system into their marketing mix, to provide that much-needed leverage to engage with more people and convert them into loyal, long-term customers.

The main objectives and advantages of implementing a CRM marketing software into the hospital’s operations include organizing all the data that is obtained from any customer that comes into contact with the hospital. Once the data is centralized into one data repository, CRM analytic tools can recognize leads that can be converted into customers through profiling and segmentation, and come up with marketing plans to do that through targeting and communication. Finally, as the messages are delivered to the right people at the right time, hospitals can monitor the progress and status of their marketing campaigns, and effect the necessary changes, if required.

Catering to Patients

A CRM database holds every piece of information that is provided by a customer when they interact with a hospital. This data helps the hospital to understand each individual patient and their health requirements, so that they can come up with medical programs and packages that not only provide value to the patient but also boost customer satisfaction and loyalty, which eventually leads to more sales.

A hospital’s responsibility towards their patients must not end as soon as the patient leaves the hospital, especially the ones who are afflicted with chronic diseases. Hospitals can monitor the patient’s medical status through routine check-ups, or follow-up through calls or e-mails, or notify them about events or seminars that are relevant to them. All these efforts let the customer know that they are being cared for, and are more inclined to suggest and promote the hospital to their acquaintances.

Catering to Physicians

Hospitals with specialist doctors often source their business from either general physicians or healthcare organizations. This is because a patient’s first point of contact is usually one of the two aforementioned entities, after which they are referred to those specialists who may be able to help them more accurately.

By using a CRM Integration software, hospitals can add influential doctors to their roster, which would bring in more referrals and make the patients associate satisfaction with their hospital and its doctors, which eventually leads to a higher patient retention rate. It also allows hospitals and institutions to manage their communications with each other, so that a relationship can be established that benefits not only the concerned parties but also the end-users, the patients.

Considering the scope of a healthcare institution’s engagement with the community, it is incredibly essential for a hospital to incorporate CRM methodologies to improve its business operations while focusing on the customer’s health needs and general welfare. This builds a strong community and improves the overall health of the public.

SMART TICKET MANAGEMENT: HOW TO AVOID ILLOGICAL TICKETS AND ACTUALLY GET YOUR WORK DONE?-KaptureCRM

All successful managers know the secret of getting work done; it’s allocating task to best possible individual.

While one may be used allocate tasks by calling names, with increasing complexity and sophistication it has become increasingly difficult.

Why you need a Ticket Management System?

A long and winding task allotment process progressively breaks down any concerning parties.

Do you need to strain your brain for every new task? Do you know about best idea person in your Office? Do you know work-capacity of any individuals? Do your Customers complain about having too many tasks on limited members?

An answer to all of these key management metrics could come from one simple solution – You need to have a simple go-to system for daily task management.

As customers are expecting resolution within first interaction, businesses have limited time window for a solution. For a service center handling high volume client calls, finding and completing tasks are a hard challenge.

While traditional tricks like hand waving worked until a few years ago, modern service-oriented business system has challenged individuals to take-up new ways of thinking.

Instead of a single member handling multiple platforms, a CRM helps you to evenly spread out tasks and duties.

All clients are memorizing each possibility for their immense requirements. Every business needs to get more clients to relax in less time and have a better management philosophy.

A good ticket management system allocates task and benefits through a CRM software. It follows smart tickets to avail your customer benefits.

How CRM ticketing Works

Unlike traditional systems, CRM task management comes stripped-off multiple complexities and business hierarchy. With coming of every relevant issue, a concerned person views a list of available individuals. Afterwards, this concerned individual can complete task or raise a objection with reason.

As entire process takes place through a cloud platform, entire process is seamless and integrated to a common platform. This process also involves less expenditure of time and energy, allowing you to easily find the concerned person.

How CRM ticketing beckons a big Change?

A CRM ticketing is not only efficient, but also provides a handful of nifty advantages. Those are described below.

Tickets that Follows You Everywhere

In the movie ‘It Follows’, there’s a thing that’s inescapable and always following you around. An uncompleted CRM tickets has a very similar nature.

Unless it’s stamped as completed, it will always be a mark on a particular CRM account. Unlike trail mails, where a pending task could be easily hidden a CRM provides clear way to identify and single-out incomplete tasks.

Going forward, your employees will be more accountable for incomplete tasks and pending management risks.

Decidedly Share partial Client Information

CRM policy allows you to maintain confidentiality of client and information. One can choose to share information at only limited levels, which can then be sent directly to concerned employee through CRM.

CRM process allows you to maintain proficient client confidentiality. Availability of only relevant information also ensures that you are

Business requires every aspect of their companies being boiled down to basics and sharing insights.
Avoid Disgruntled Customers through Ticketing

Avoid Disgruntled Customers through Ticketing

Every business has at least occasionally faced clients about to blow-up and spew loud boiling obscenity. Here employees are expected to nullify situation through smooth handling, which is a rare skill.
Rather than trying to solve issues through verbal dialogues, ticketing system allows you to find effective solution.

As a unified system, assigned person can find required answers from cloud database. Otherwise, issues could be elevated to more equipped personnel.

It allows employees to create and manages your businesses through a unified interface, creating and indulging your activities from all aspect.

Effectively Prioritize Client Requirements

It’s a practically unavoidable sin to prioritize between customers. When deciding to prioritize your high paying customer above or below your low paying customer, one can always use an automated system.
When all customers are waiting on a list-basis, you can algorithmically prioritize clients or choose between less paying customers.

Add messages and Information to each concerned Tickets

Rather than sending long-form emails to be missed among other mails, a ticketing format lets you systemically add information at on-time basis. After a specific stage, a concerned employee can add details and additional information.

This system avoids information loss at handovers and data overload on each party. A single source for data will also cut-back on collection and segregation tasks, increasing productivity. It also automates segregating each task and duties.

Access your employees (anytime)

Every employer dreams but every employee dreads being available at all time; A CRM ticketing brings you a balance of each system.

Through a mobile CRM app, an employer can raise a ticket towards concerned employee. He just needs to attend to concerned notification as it appears on screen. Unless logged-in, a user need not see excess information to be accessed on a client account.

Putting tickets on Hold (optional)

Consider this situation; you are unable to immediately solve a particular issue and put it on pending list, but it continues to be overlooked for a long time. Resultantly you have a new customer complaint at your facebook page.

A ticket management system comes close to a solution at this situation. While you may put ticket on pending, ultimately you may not avoid it. But even as an optional factor, putting tickets on hold could be a highly desirable option for an overworked executive.

Rather than a 3rd party task sharing platform, a completely integrated CRM system gives a hierarchical overview of your organizational tasks.