Svennis Cloud Solutions - Zoho Partner Europe

Supercharge Your Business Communication with the ​AI-powered Whatsapp integration for Zoho CRM

By - Svennis
11.09.23 08:42 PM
In today's fast-paced business world, good communication is crucial for building relationships with leads, clients, and partners.

With businesses going global, language barriers and grammar mistakes can make communication tricky. But thanks to digital technology and AI tools, making your messages clear and professional has become much easier.

Imagine a world where you can manage all your conversations and make your messages better with grammar help and translation - all in one place: Zoho CRM.              

Well, that world is here! In this blog post, we're going to introduce you to the powerful WhatsApp integration for Zoho CRM, which uses AI to supercharge your business communication.
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Effortless Client Communication

Contacts & Leads Sync: Your CRM can sync all your Leads and Contacts with your WhatsApp integration, ensuring that only the conversations relevant to your business are at your fingertips when you need it.
Figure 1. Contacts and Leads synchronized from Zoho CRM in the WhatsApp integration tab.
Send and Receive Messages in Zoho CRM: In CRM, navigate to a Lead or Contact record, and scroll down to the whatsapp widget. Here, you can send messages just like you would from your phone. All your interactions are neatly logged, providing a comprehensive history of your conversations.
Figure 2. The Whatsapp widget is accessible directly from the Lead or Contact record.

Real-Time Notifications using Signals: Stay informed with real-time notifications. Receive alerts when your client sends a message, ensuring you never miss an important conversation.

Figure 3. WhatsApp Notifications in Zoho CRM.
Multimedia Sharing with our Integration: Share documents, images, videos, and other files directly through WhatsApp from within your CRM. This feature streamlines the sharing of important information with your clients.
Figure 4. Multimedia sharing directly through the Whatsapp integration in Zoho CRM.

Send Custom Templates Retrieved from Meta's Platform: Send custom message templates for common client interactions. This saves time and ensures consistency in your communication.

Figure 5. Message templates to start business conversations.

Language Correction with GPT: Translate your messages to your customer’s preferred languages, on-the-fly, again using GPT.

Figure 6. Text correction before sending a message.
Language Translation with GPT: Translate your messages to your customer’s preferred languages, on-the-fly, again using GPT.
Figure 7. Language translation + correction before sending a message.

Scenario

Imagine a scenario where you’ve just received a client enquiry from your website. Let’s see how the WhatsApp integration in Zoho CRM can help:

  1. Generate Lead: A lead record was created in your CRM, based on your super-efficient integration from your website form to your Zoho CRM.
  2. Initiate WhatsApp Conversation: In case the lead left you with a phone number, you can start a conversation with the lead directly in their Record in CRM, or through the WhatsApp web tab. You can use a template to send an introductory message.
  3. Respond in Real-Time: The client responds, asking a few questions. You respond promptly, and using the grammar fixing integration, in impeccable, professional English, providing detailed information about your services.
  4. Instantly Accommodate Multicultural Customers: Your customer is from Germany, but even though you can speak German, it's rusty? Instantly translate all of your messages in German, or write in German and let the grammar fixer deal with it.
  5. Conversion: Over time, your timely and personalized communication leads to the conversion of the lead into a paying client.

Conclusion

This WhatsApp integration in Zoho CRM revolutionizes the way you engage with your clients.

With the added power of grammar correction and translation, you can take your communication to the next level, ensuring that every interaction leaves a positive and lasting impression.


Want to try out this game-changing integration for your team?

Interested to fully support the above scenario in your company?


We would be delighted to help you. 


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Categories -
Zoho CRM
Tags -
fast-paced business tools business relationship effective communication grammar fix translation on-the-fly AI-powered GPT WhatsApp Zoho CRM