This comprehensive guide will equip you with the knowledge and skills to effectively use WhatsGenius WhatsApp CRM to enhance your customer communication and drive business growth. We’ll explore a wide range of features, including automated workflows, personalized messaging, team collaboration tools, and powerful analytics, demonstrating how to leverage them to maximize your return on investment.
WhatsApp has become an essential communication tool for businesses. To effectively manage your customer interactions and streamline your workflow, consider using a WhatsApp CRM like WhatsGenius.
Setting Up Your WhatsGenius CRM –
Before we dive into the exciting features of WhatsGenius CRM and how they can transform your customer communication, let’s ensure your account is ready to go.
1. Download and Install:
- Open the chrome://extension. Search for “WhatsGenius CRM” and add it to your Chrome browser.
- Refer to the detailed installation guide for a smooth setup process – WhatsGenius WhatsApp CRM Installation Step-by-Step Guide
2. Activate the Extension:
- Click the WhatsGenius CRM icon in the Chrome toolbar.
- Upon purchasing WhatsGenius CRM, you’ll receive a unique license key.
- Follow the step-by-step activation guide to activate your CRM and unlock all its features.
3. Launch and Connect:
- Locate the WhatsGenius CRM extension conveniently pinned to your browser.
- Log in to your WhatsApp account on web.whatsapp.com. Click on the WhatsGenius CRM extension icon to launch the CRM interface.
- You’re now ready to explore the features and start managing your WhatsApp business interactions effectively.
How to Use Key Features of WhatsGenius WhatsApp CRM
Here’s a simplified guide to using some of the key features of WhatsGenius CRM.
1. Flash Broadcast: Send instant messages to multiple contacts simultaneously.
- 1. Select your delivery method:
- Choose how you want to send your message:
- 1:1: Send individual messages to each contact on your list.
- Group: Send a single message to a selected group of contacts.
- Tab: Send the message as a link to a custom tab within WhatsApp.
- Compose your message:
- Write your message in a clear and concise manner.
- You can also include images, videos, documents, and audio files to enhance your message.
- Choose your recipients:
- Select the contacts or groups you want to send the message to.
- Review and send:
- Review your message and recipient list carefully before clicking “Send”.
2. Custom Tabs: Create a new tab within the CRM.
- Design your Tab:
- Give your tab a descriptive name (e.g., “Product Catalog,” “FAQs,” “Order Tracking”).
- Add relevant content to your tab, such as Tab details.
- Choose your delivery method:
- Select how you want to share the tab:
- Through Chats: Share the tab link directly within individual WhatsApp conversations.
- To Groups: Share the tab link with specific WhatsApp groups.
- Select your recipients:
- Use the search bar to quickly find and select the desired contacts or groups.
- Save your tab:
- Click on the “Save” button to save your newly created tab.
- Edit or Delete:
- You can easily edit the content of your tab or delete it entirely if needed.
3. Templates: Create a message template with placeholders for variable information.
- Create a Template:
- Click “Create Template.”
- Enter a descriptive name for your template (e.g., “Welcome Message,” “Order Confirmation”).
- Compose your message, including placeholders (e.g., {customer_name}, {order_id}) for dynamic information.
- Save the template.
- Edit or Delete:
- Modify or remove templates as needed.
4. Scheduled Broadcasts:
- Select your audience:
- Choose your recipients by selecting contacts, groups, or specific tabs.
- Compose your message:
- Choose from existing templates or compose a new message.
- Customize your message with placeholders for personalized information.
- Schedule delivery:
- Set the date and time for your message to be sent.
- Review and submit:
- Preview your message and schedule.
- Click “Save” to confirm and schedule your broadcast.
5. Scheduled Notifications:
- Choose your notification type:
- Select whether you want a one-time notification or a recurring notification.
- Select your target:
- Choose your recipients by selecting contacts, groups, or specific tabs.
- Define notification parameters:
- Select a template type or compose a custom message.
- Choose the desired time and date for the notification to be delivered.
- Select actions:
- Choose the desired actions to be triggered by the notification, such as sending a reply or performing specific actions within the CRM.
- Review and schedule:
- Review all notification settings and schedule the notification to be delivered at the specified time.
6. Notes & Reminders:
- Add notes to individual contacts to record important interactions.
- Set reminders within the CRM to follow up with specific clients.
7. Kanban Boards:
- Organize your workflow:
- Visualize your sales pipeline with a Kanban board featuring stages like “To Do,” “Processing,” and “Done.”
- Manage contacts effectively:
- Add contacts to the board and easily move them between stages as they progress through the sales funnel.
- Flexible management:
- Drag and drop contacts between stages to update their status quickly and easily.
- Complete control:
- Add, delete, and edit contacts within the Kanban board as needed.
8. Functions-WhatsGenius CRM offers a suite of powerful functions to enhance your workflow and productivity:
- Contact Management:
- Import/Export Data: Easily import and export contact data for seamless integration with other systems.
- CRM Customization:
- CRM Custom Attributes: Create custom fields to track specific data points relevant to your business.
- CRM Custom Tags: Organize contacts with custom tags for better segmentation and filtering.
- Group Features:
- Create and manage groups of contacts for targeted communication and segmentation.
- Communication Enhancements:
- Quick Replies: Create and save pre-defined quick replies for faster and more efficient communication.
- Utilities:
- Access a range of helpful utilities to streamline your workflow, such as export contacts and other time-saving tools.
9. Tools-WhatsGenius CRM provides a suite of valuable tools to enhance your efficiency and streamline your workflow:
- WhatsApp Link Generator:
- Easily create shareable WhatsApp links for quick and convenient communication.
- Blur Settings:
- Control the visibility of sensitive information within the CRM to ensure data privacy and security.
- Auto Enable:
- Automate specific actions within the CRM to save time and effort, such as:
- Quick Reactions: Automatically enable quick reactions to incoming messages.
- Direct Replies: Enable direct replies to messages for faster responses.
- Open Conversations: Automatically open conversations when new messages are received.
10. Chatbot Functionality-WhatsGenius CRM incorporates a powerful chatbot feature that allows you to automate interactions with your customers.
- Workflow Creation:
- Create Workflows: Design and configure automated workflows to handle customer inquiries and interactions.
- Define Workflow Name: Give your workflow a descriptive name for easy identification.
- Message Configuration:
- Choose Message Type: Select from pre-defined templates or compose custom messages.
- Message Content: Include text, images, documents, audio files, contact information, buttons, and even polls within your chatbot messages.
- Show Typing Status: Simulate human-like interaction by displaying a “typing…” indicator to customers.
- Set Delay: Control the delay between messages to create a more natural conversation flow (minimum and maximum delay times are configurable).
- Scheduling & Execution:
- Schedule Execution: Schedule your chatbot workflows to run at specific times or on specific days.
- Keyword Triggers: Configure the chatbot to respond to specific keywords or phrases within customer messages.
- Save & Manage:
- Save Workflow: Save your completed workflow for future use or modifications.
- Cancel Workflow: Stop an active workflow if needed.
This comprehensive chat bot functionality empowers businesses to automate customer interactions, provide 24/7 support, and enhance customer satisfaction.
By implementing the strategies and best practices outlined in this guide, businesses can effectively leverage the power of WhatsGenius CRM to transform their WhatsApp communication and achieve their business objectives. Get Started Today!
Download WhatsGenius CRM today and experience how it can revolutionize your WhatsApp communication and drive significant growth for your business.
If any queries arise, you can contact us through email at samdataservices(at)gmail.com or by filling out the contact form
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