WhatsApp within your Dynamics 365 CRM: How it can Help Your Business in 2024?

Visit Website View Our Posts

Imagine a world where you can instantly respond to your customer’s questions, provide timely updates, and even finalize sales, all on the same platform you use to chat with your friends and family. Simplifies business, doesn't it?

That's the advantage of integrating WhatsApp into your Customer Relationship Management (CRM) strategy – and this is why you need to try – WhatsApp4Dynamics.

We will walk you through the essentials of WhatsApp4Dynamics and explore how you can utilize this application to enhance your business communication and customer relations.

What is WhatsApp4Dynamics?

Traditionally, users of Microsoft Dynamics 365 CRM have relied on email as their primary communication method. However, the demand for integrating WhatsApp into CRM is rapidly increasing.

Globally, WhatsApp messages have an open rate as high as 95%, compared to the average email open rate of just 23%.

CRM users are recognizing that WhatsApp can be a powerful channel for reaching new leads, nurturing prospects, and closing deals globally. Email communication often involves delays, and manually sending emails to each CRM contact can be highly repetitive. Additionally, exporting contacts from Microsoft Dynamics 365 CRM, importing them into WhatsApp, and viewing messages for each contact can be cumbersome.

In essence, WhatsApp4Dynamics involves using WhatsApp to manage and grow your customer interactions. This approach shifts your business communications into the same space where your customers feel chat interactions are more personal, direct, and efficient. 

​Benefits of WhatsApp4Dynamics

Let’s break down on the benefits of using WhatsApp4Dynamics for your business.

  1. Unified messaging system.
  2. Complete history of WhatsApp transcripts on your CRM for each record.
  3. Prompt updates of incoming and outgoing WhatsApp messages.
  4. Easily create CRM records from WhatsApp messages with one click.
  5. Schedule WhatsApp messages based on CRM events and actions.

Key Features of WhatsApp4Dynamics

Here are some key features of WhatsApp4Dynamics that can supercharge your customer interactions:

  1. WhatsApp Conversation Manager in CRM

WhatsApp4Dynamics offers a seamless integration between WhatsApp and Microsoft Dynamics 365 CRM, enabling you to directly communicate with customers from within the Dynamics environment. This eliminates the need to switch between different platforms.

  1. WhatsApp Chat Notifications in CRM

WhatsApp4Dynamics promptly notifies users about new incoming WhatsApp messages within the Dynamics platform. These notifications are essential for keeping users informed and ensuring quick responses to customer inquiries and important messages. A chat bubble on the right-hand side displays the total count of unread chat messages, keeping users updated in real time.

  1. Easy-To-Use Chat User Interface

WhatsApp4Dynamics provides an easy-to-use Chat User Interface (UI) within the CRM environment, fully integrated with WhatsApp. This integration allows users to initiate and manage WhatsApp conversations with customers directly from a single platform. Additionally, if there’s any new enquiry received through WhatsApp, it can be converted into a lead right from the record itself, and thus much more.

  1. Track Communication with Historical Chat Sessions

WhatsApp4Dynamics offers the ability to store chat history within chat sessions. This feature allows users to retrieve the ongoing context via WhatsApp directly from the CRM as the entire conversation history is saved as a chat session. Users can maintain the WhatsApp chat history associated with each record, track communications, and review past conversations.

  1. Trigger & Send Automated Messages

With WhatsApp4Dynamics, you can automate message sending through workflows within Dynamics 365 CRM. Set up triggers for specific events or actions, such as sending automated WhatsApp messages for order confirmations or appointment reminders. This automation saves time, reduces manual effort, and ensures timely communication.

Future Trends of WhatsApp-CRM Integration

Curious about where WhatsApp-CRM is headed? Let's take a glimpse into the future:

  1. Enhanced AI Integration

Chatbots are just the beginning. Expect AI-driven tools that predict customer needs, offer tailored product suggestions, and further streamline CRM tasks.

  1. Deeper Analytics

Future versions of WhatsApp-CRM will likely provide comprehensive insights into customer behaviour, mood analysis from their texts, and purchase prediction algorithms, going beyond just message reads and replies.

  1. Integrated Payment Solutions

Direct transactions within chats are on the horizon, simplifying purchasing processes and making it even easier for customers to buy from you directly within the chat.

  1. Collaborative Business Features

Think shared whiteboards, joint project management tools, or co-browsing options. These features could transform how you collaborate with clients and partners on the platform.

By staying informed about these emerging trends, you can position your business not just to adapt but to lead.

In Conclusion

The power to manage customer interactions directly through a platform as widely used as WhatsApp can significantly enhance your business operations. However, to truly harness the power, you need a reliable and robust platform, offering a seamless, feature-rich application for your needs.

With WhatsApp4Dynamics, you can effortlessly integrate your Dynamics 365 CRM system with WhatsApp, enabling you to manage customer interactions efficiently. It supports automated responses, allowing you to respond to common inquiries instantly. Moreover, its compliance with data privacy laws ensures that your customer data is always secure. WhatsApp4Dynamics is a comprehensive solution for leveraging the power of WhatsApp in your business.

In conclusion, integrating WhatsApp CRM is a strategic move that can transform your customer engagement and support. With a reliable partner like Inogic, you can unlock the full potential of this integration, propelling your business towards greater success. So, why wait? Embrace WhatsApp4Dynamics with Inogic and take your business to new heights.

Download WhatsApp4Dynamics from our website or Microsoft AppSource to Start your FREE Trial Today!

Get in touch with our experts for a demonstration tailored to your business requirements at crm@inogic.com.

Leave a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Show Buttons
Hide Buttons