Customer Relationship Management or CRM system and WhatsApp are two solutions that are widely used by companies across the world. The former is meant to organize customer data and improve customer relations.  WhatsApp, on the other hand, is the most popular messaging application in the world.

Even though a company can surely use these two solutions separately, to deliver better results, it can be a good idea to leverage the facility of CRM integration with WhatsApp. This allows business organizations to consolidate their customer relationship efforts in a single channel for better workflow.

As you try to integrate CRM with WhatsApp, here are some elements you must keep in mind:

  • Register WhatsApp API numbers: To integrate WhatsApp with your CRM, a WhatsApp API account shall be needed. As these API accounts are linked to a phone number, it is imperative to doubly check that the number used for registration is owned by the business and is a valid one. This number can be of a landline as well, if it is capable of receiving either voice calls or SMS.
  • CRMs facilitating WhatsApp Integrations: There are a variety of CRMs that companies use today for customer engagement solutions. One of the key elements one must see is that whether or not the CRM they are currently using is compatible and a good fit for WhatsApp integration. As WhatsApp can be integrated with the majority of the best-known CRMs available, like Salesforce, HubSpot, Zoho, Microsoft Dynamics and AmoCRM, one should ideally not face any issue. While CRMs and their specific features may vary extensively from each other, the overall advantages of integrating WhatsApp with them are broadly similar. No matter the CRM, this integration would enable the use of a shared message inbox that can be accessed by several team members. It also facilitates the sending of broadcast messages and aids people to manage and filter their WhatsApp contacts a lot more easily.
  • Easy-to-navigate interface: Even after the CRM and WhatsApp integration is complete, nothing much shall change in terms of its interface. It would remain easy, smooth and familiar as always and hence it is unlikely that people shall face any issues in navigating it.

WhatsApp is now a lot more than just a platform for smart messaging services today. It can support the marketing efforts of diverse businesses, and allow them to explore better prospects in the market.