- Ukuhlanganisa i-WhatsApp ne-CRM kukuvumela ukuthi uhlanganise idatha ndawonye, wenze izinqubo ngokuzenzakalela, futhi wenze konke ukuxhumana namakhasimende kanye namakhasimende akho kube ngokwakho.
- I-WhatsApp Business API esemthethweni, kanye ne-CRM noma ipulatifomu yengxoxo, ivumela umsebenzi wama-ejenti amaningi, ama-bots, i-AI, kanye nezilinganiso ezithuthukisiwe.
- Kunezindlela eziningana zokuhlanganisa: ama-plugins endabuko, amathuluzi ezinkampani zangaphandle, ukuthuthukiswa kwe-API, noma amapulatifomu engxoxo njenge-CPaaS.
- Ukukhetha ikhambi elifanele kuncike enanini lezingxoxo, i-CRM osuvele uyisebenzisa, kanye nezinga lokuzenzakalela kanye nokuhlaziya okudingayo.
Uma usuvele usebenzisa i-WhatsApp ukuthengisa, ukuphendula imibuzo, noma ukunikeza ukwesekwa, kodwa ungakakwenzi lokho uxhumeke kakhulu ku-CRM yakhoUvumela ukushelela kude isikhathi, idatha kanye namathuba okuthengisa Nsuku zonke. Akuyona ihaba: emazweni amaningi akhuluma iSpanishi, i-WhatsApp iyisiteshi sokuthumela imiyalezo esihamba phambili kokubili sokusetshenziswa komuntu siqu kanye nobungcweti.
Okwamanje, izinkampani eziningi sezivele zilungiselele kahle: ziphendula ebhokisini lokungenayo elilodwa, zisabalalise izingxoxo phakathi kwama-ejenti, zilandelele ngokuzenzakalela, futhi zithembele ku- ama-chatbot kanye ne-AI aqeqeshwe ngolwazi lwawo Futhi konke bakwenza besebenzisa i-CRM efanayo. Kodwa-ke, abanye basaqhubeka nokushintsha phakathi kwamafoni abo, i-WhatsApp Web, namaspredishithi angahlelekile. Ake sibone ukuthi singakugwema kanjani lokhu kwamuva nokuthi yiziphi izinketho zangempela onazo namuhla.
Iyini i-CRM futhi kungani kubalulekile uma uyihlanganisa ne-WhatsApp?
Uhlelo lwe-CRM (Ukuphathwa Kobudlelwano Namakhasimende) yilapho idatha igxiliswa khona. lonke ulwazi olufanele mayelana namakhasimende akho kanye namakhasimende akhoUlwazi lokuxhumana, umlando wengxoxo, okuthengiwe, izinkinga, izintandokazi, izigaba ze-funnel, nokunye okuningi. Empeleni, "kungumqondo" wokuthengisa kanye nenkonzo yamakhasimende ebhizinisini lakho.
Ubuhle bokuba ne-CRM ukuthi ukumaketha, ukuthengisa, kanye nokusekela konke kusebenza ngokubheka irekhodi elifanayo, kanye umongo ophelele womuntu ngamunyeAkusekho ukuthi "Ungangithumelela ifayela le-Excel?", "Ubani okhulume naleli klayenti?", noma "Bengingazi ukuthi sebevele bavule ithikithi." Uma uxhuma lobo buchopho ku-WhatsApp, konke okwenzeka engxoxweni kuba idatha esebenzisekayo.
Ukuhlanganisa i-WhatsApp ne-CRM yakho kusho ukuthi nonke ningaba sepulatifomu eyodwa. thumela futhi wamukele imiyalezo, uqophe konke ukusebenzisana, bese uqala ukuzenzakalela ngokusekelwe kulokho umuntu akwenzayo noma aphendula ngakho. Lokhu kwandisa amandla eqembu lakho ngaphandle kokwandisa abasebenzi ngesivinini esifanayo njengoba inani lezingxoxo likhula.
Yini oyitholayo ngokuhlanganisa i-WhatsApp ne-CRM yakho?
Uma ukuhlanganiswa kwenziwe kahle, i-WhatsApp ayibe "yifoni yomthengisi" bese iba yifoni isiteshi esilandelekayo, esilinganisekayo nesabelwana ngasoNgokwezinga elingokoqobo, lokhu kuholela ezinzuzweni eziningana ezicacile.
- Ukukhiqiza abaholayo ngengxoxo: wonke umuntu okubhalelayo nge-WhatsApp angangezwa ngokuzenzakalelayo kusizindalwazi sakho njengoxhumana naye, ngenombolo yakhe ehambisanayo, amathegi, imvelaphi yengxoxo, kanye nezinkambu ezenziwe ngokwezifiso.
- Ukuhlonza ikhasimende ngokusheshaI-CRM iyayibona inombolo ye-WhatsApp futhi ikhombisa ngokushesha umlando wokuthenga, amathikithi, imikhankaso ebikuyo, amanothi angaphakathi, nanoma yiluphi ulwazi olulondolozile.
- Okuhlangenwe nakho okwenziwe ngokwezifiso kakhuluUngenza imiyalezo, okunikezwayo, kanye nezikhumbuzo ngokwezifiso zakho ingxenye, isigaba se-funnel, noma ukuziphatha ngaphambi kokuxhumana ngakunye.
- Ukuthengisa okwandisiwe ngokuthengisa okuxubile kanye nokuthengisa okukhushuliweUkubuka umlando kukuvumela ukuthi uphakamise imikhiqizo noma izinsizakalo ezifanele ezihambisanayo, ngaphandle kokuziqamba noma "ukungaziboni".
Ngamanye amazwi: uhlanganisa okuhle kakhulu kwe-WhatsApp (isivinini, ukusondela, izinga eliphezulu kakhulu lokuvula) kanye nokuhle kakhulu kwe-CRM (idatha, ukuhlukaniswa, ukuzenzekela, kanye nokuhlaziyaLeyo nhlanganisela yiyo eyenza umehluko namuhla phakathi kokuphatha izingxoxo nokuphatha ibhizinisi.
Izinzuzo ezibalulekile zokuhlanganisa i-WhatsApp ne-CRM
Ngaphandle kwemfundiso, ukuhlanganiswa kwangempela (hhayi nje "ukufaka inkinobho ye-WhatsApp") kunemiphumela ecacile ekusebenzeni kwansuku zonke kanye nemiphumela. Ake sikuchaze.
Ukusetshenziswa okuthuthukisiwe kwesiteshi esithandwa amakhasimende akho
Iningi labasebenzisi likhetha ukuxhumana nezinkampani nge-WhatsApp kune-imeyili noma ngocingo, futhi lokhu kubonakala eqinisweni lokuthi Amanani okuphendula ngokuvamile aphezulu kakhuluUma futhi uxhumana ne-CRM ngokuzenzakalelayo, usuka ekuphenduleni imiyalezo ngayinye uye ekwakheni okuhlangenwe nakho okuphelele kwengxoxo.
Ukuhlanganiswa kukuvumela ukuthi usebenzise izici ezithuthukisiwe ze-WhatsApp Business API: imiyalezo ehlelekile, amathempulethi avunyiwe ngaphambilini, amakhathalogi, ukugeleza okusebenzisanayo, kanye nemiyalezo ye-multimediaKodwa ngomongo kanye nedatha enikezwe yi-CRM. Akukhona nje ukuba ku-WhatsApp, kodwa nokuyisebenzisa ngokuhlakanipha.
Okuhlangenwe nakho kwamakhasimende okubushelelezi nokungaguquguquki
Ngokubeka yonke into ku-CRM endaweni eyodwa, njalo uma umuntu ebhala nge-WhatsApp, i-ejenti ikubona ngemizuzwana. ungubani, yini ayithengile, yiziphi izinkinga abe nazo, nokuthi ubesebenzisa ziphi iziteshiLokhu kukuvumela ukuthi weqe imibuzo ephindaphindwayo futhi ugxile engxoxweni ekuxazululeni inkinga noma ekwenzeni intuthuko.
Aphinde avule umnyango ama-funnel okuthengisa azenzakalelayo kodwa enziwe ngezifisoIzikhumbuzi zenqola ezilahliwe, izexwayiso zokuvuselela, izaziso zokulethwa, okunikezwayo okuqondile okusekelwe ekuthengeni kokugcina, njll. Akuyona "umyalezo wakho ojwayelekile" ojwayelekile, kodwa ukuxhumana okufanele okusekelwa idatha.
Izinqubo zangaphakathi ezisebenza kahle kakhulu
Enye yezinto ezibangela ubuhlungu obukhulu lapho usebenza nge-WhatsApp ngokungahleliwe ukuphathwa kwangaphakathi: izingxoxo kumafoni omuntu siqu, izingxoxo ezingabelwe, akekho owaziyo ukuthi ubani ophendule kulokho... Ngokuhlanganisa, yonke imiyalezo... kuthreyi ehlanganyelwe, enesabelo kuma-ejenti, izimo, kanye nemisebenzi.
Ngaphezu kwalokho, umsebenzi wesandla wokukopisha nokunamathisela izingxoxo kuspredishithi se-Excel noma i-CRM uyanyamalala: ukusebenzisana kuqoshwa ngokuzenzakalelayo, amasimu ayabuyekezwa, amathegi ayengezwa, izigaba ku-funnel ziyasuswa, futhi ukugeleza kuyaqaliswa ngaphandle kokungenelela komuntu. Amaphutha ambalwa, isikhathi esincane esichithwayo, kanye nokugxila okwengeziwe ezitokisini zenani.
Ukuqapha nokuhlaziya okwenzekayo ku-WhatsApp
Enye inzuzo enkulu yikhono lokulinganisa. I-CRM enhle enokuhlanganiswa kwe-WhatsApp ikuvumela ukuthi ubone izilinganiso ezifana nokuthi isikhathi sokuphendula esimaphakathi, inani lezingxoxo nge-ejenti ngayinye, amathuba akhiqizwe esiteshini, ukuguqulwa ngomkhankaso ngamunye, ukwaneliseka kwamakhasimende (i-CSAT), njll.
Ngale datha, ungakwazi ukubona izithiyo, imiyalezo esebenza kahle kakhulu, amahora esevisi aphakeme, ama-ejenti adinga ukwesekwa okwengeziwe, futhi ulungise ngisho nezifanekiso zakho kanye nokulandelana ukuze uthuthukise imiphumela. I-WhatsApp ayiseyona nje "imbobo emnyama yezingxoxo" kodwa iba yingxenye yethimba lakho. amadeshibhodi ezentengiselwano kanye nezinsizakalo zamakhasimende.
Izidingo eziyisisekelo zokuhlanganisa i-WhatsApp ne-CRM yakho
Ngaphambi kokuthi uqale ukukhetha amathuluzi, kubalulekile ukuqonda ukuthi yini edingwa yi-WhatsApp (Meta) ukuze usebenzise izici zayo. I-API Esemthethweni ngefomethi yobungcweti nengalinganiswaNgamafuphi, uzodinga:
- I-akhawunti ye-WhatsApp Business Platform (WABA) ehlobene nenkampani yakho.
- Inombolo yocingo enikezelwe ye-API (ukuyabelana ngayo nohlelo lokusebenza olujwayelekile akuvunyelwe).
- Umphathi Webhizinisi Le-Meta Oqinisekisiwe kanye nezimvume ezifanele.
- Ukufinyelela kobuchwepheshe ku-CRM (ukufaka ama-plugin, izixhumi noma lungiselela ama-API).
- Umhlinzeki Wesevisi Osemthethweni (i-BSP) noma ipulatifomu yokuxoxa lokho kusebenza njengebhuloho phakathi kwe-WhatsApp ne-CRM yakho.
- Amathempulethi emiyalezo avunyiwe uma uzothumela ukuxhumana okusebenzayo (izikhumbuzo, imikhankaso, izaziso).
- Amacala okusetshenziswa achazwe kahle: yini ofuna ukuyenza ngokuzenzakalela, yimaphi amaqembu ahilelekile, nokuthi iyiphi idatha okudingeka uyivumelanise.
Kubalulekile futhi ukuqonda ukuthi i-WhatsApp idinga imvume imiyalezo eqalwe yinkampaniAmathuluzi anjenge-HubSpot, i-Salesforce, noma amapulatifomu akhethekile aqopha lokhu "ukukhetha ukungena" kuzintandokazi zokubhalisela zoxhumana naye futhi avimbele ukuthumela uma kungahambisani nezinqubomgomo.
Izindlela zokuhlanganisa i-WhatsApp ne-CRM (ngokuthuthukiswa nangaphandle kokuthuthukiswa)
Akuzona zonke izinkampani ezinethimba lobuchwepheshe langaphakathi, ngakho-ke "indlela" yokuhlanganisa izoncika kakhulu ezinsizeni zakho, ubukhulu, kanye nobunzima. Ngokubanzi, kunezindlela ezine eziyinhloko.
1. Ama-plugin noma amamojula endabuko e-CRM uqobo
Ama-CRM amaningi adumile asevele enikezwa izandiso ezisemthethweni noma zemakethe ukuxhumana ne-WhatsApp Business API. Lokhu kunjalo ngezixazululo ezifana ne-Salesforce, i-HubSpot, i-Zoho, i-Odoo, noma amanye ama-CRM agxile kakhulu kuma-SME afika ne-WhatsApp esevele ihlanganisiwe.
Inzuzo ukuthi ngokuvamile kulula kakhulu ukuzisebenzisa uma usezinhlelweni zabo eziphakathi nendawo noma ze-premium: ufaka isixhumi, uxhumanise iseva yakho ye-WABA, bese ulungiselela amathempulethi nemithetho eyisisekelo. Inkinga ukuthi ezimweni eziningi lokhu kuhlanganiswa kuyasetshenziswa. kunqunyelwe ezenzakalelayo, i-AI noma iziteshi eziningiNgoba i-CRM yaklanywa nge-imeyili kanye nefoni, hhayi ngemiyalezo esheshayo.
2. Amathuluzi eqembu lesithathu njengebhuloho
Enye indlela evame kakhulu ukusebenzisa amapulatifomu aphakathi kwe-WhatsApp ne-CRM, esebenza njengesikhungo sezingxoxo. Lezi zixazululo zihlinzeka ngebhokisi lokungenayo le-omnichannel (WhatsApp, Messenger, Instagram, Telegram, njll.) futhi zihlanganiswa nama-CRM afana nalawa I-HubSpot, i-Salesforce, i-Pipedrive noma i-ActiveCampaign.
Amandla azo aseqinisweni lokuthi zenzelwe ngqo ukuthumela imiyalezo, ukuze zikwazi ukumelana yonke imisebenzi ye-WhatsApp APII-Multimedia, amanothi ezwi, izingcingo, ukuzenzakalela okuthuthukisiwe, ama-chatbot kanye ne-AI, ukuqondisa izingxoxo, ukumaka, ukuhlukaniswa, njll. Bese bevumelanisa oxhumana nabo kanye nemicimbi ne-CRM ukuze bagcine idatha ihambisana.
3. Ukuhlanganiswa kwe-API eqondile (ukuthuthukiswa ngokwezifiso)
Inketho eguquguqukayo kakhulu (futhi futhi enobuchwepheshe kakhulu) ukuxhuma ngqo i-WhatsApp Business API ku-CRM API yakho noma izinhlelo zangaphakathi ngokuthuthukiswa ngokwezifiso. Azikho izifanekiso zesixhumi esibonakalayo lapha: ithimba lakho noma umhlinzeki wakho uyayiklama. ukugeleza, ama-webhook, ama-endpoints, kanye ne-logic yebhizinisi ngokwezinqubo zakho ezithile.
Lokhu kuvumela izinto ezifana nokuhlanganiswa okuqondile ne-ERP yakho, amasango okukhokha, izinhlelo zokuthengisa amathikithi ezizimele, noma izinhlelo zokusebenza zangaphakathi. Kodwa futhi kusho ukuthi isikhathi, isabelomali kanye nokugcinwa njalo: Kufanele uhlale unolwazi ngezinguquko ze-WhatsApp API, ugcine ukuphepha, futhi ubuyekeze ukuhlanganiswa njengoba i-CRM ithuthuka.
4. Amapulatifomu okuxoxa athuthukisiwe (CPaaS)
Okokugcina, unamapulatifomu okuxoxa afana ne-CPaaS ahlela konke ukuxhumana kwedijithali (i-WhatsApp, ama-bots, izwi, nezinye iziteshi) futhi akuxhume ku-CRM yakho kanye nenye isofthiwe. Lezi zixazululo aziyona nje ibhuloho lobuchwepheshe, kodwa isikhungo sokulawula ulwazi lwengxoxo.
Ukusuka lapho ungaklama uhambo oluphelele ngokuxuba I-AI yengxoxo, ama-ejenti abantu, ukuzenzekela kokumaketha, ukwesekwa, kanye nezinqubo zangaphakathiNgokuvamile zihlanganiswa nama-CRM nama-ERP, amapulatifomu okusekela noma amadeshibhodi angaphakathi, okwenza zibe zilungele izinkampani ezinezingxoxo eziningi noma nezinhlelo eziningana ezidinga ukuhlanganiswa.
Yini okufanele inikezwe yi-"WhatsApp CRM" enhle?
Akuzona zonke izixazululo ezithi ziyi-"WhatsApp CRM" ezidalwe ngokulinganayo. Ezinye zimane nje zibhokisi lokungenayo elabiwe ngaphandle kwesizindalwazi esiqinile; ezinye ziyi-CRM yendabuko ene-chat patch. Ukuze uhlukanise ukolweni nokhokho, cabangela lezi zidingo ezincane.
Ukufinyelela okulula ku-WhatsApp API esemthethweni
Ithuluzi kufanele likwenze kube lula ngawe ukubhalisela i-WhatsApp Business API, kungakhathaliseki ukuthi Umhlinzeki Wezixazululo Zebhizinisi le-WhatsApp (BSP) Noma ngoba ihlangana ngqo nenye. Uma kufanele ubhekane nazo zonke izinhlaka zobuchwepheshe ngokwakho, uzolahlekelwa amasonto.
Qiniseka futhi ukuthi ikhambi liyasekela wonke amakhono ayisihluthulelo e-APIAmathempulethi, imiyalezo yeseshini, i-multimedia, izinkinobho, uhlu, izingcingo (uma kudingeka), njll. Okunye ukuhlanganiswa kwe-CRM komdabu kuhlanganisa kuphela inani elincane lokuthumela nokwamukela umbhalo.
Ukuphathwa kokuxhumana okuhlanganisiwe kanye nokuhola
Inhliziyo ye-CRM isekuphathweni kwayo kokuxhumana. Uhlelo oluhle kufanele lukwazi ukwenza kanjalo. dala, buyekeza futhi uhlanganise oxhumana nabo uma befika bevela ku-WhatsApp, i-imeyili, amafomu ewebhu, ezinkundleni zokuxhumana, noma kwezinye iziteshi.
Ipulatifomu ekahle izokuvumela ukuthi uhlele oxhumana nabo ngesigaba somjikelezo wokuphila, ubabeke uphawu ngokwemikhankaso noma izintshisekelo, bese usebenzisa okuzenzakalelayo (noma ama-ejenti e-AI) ukugcwalisa amasimu, ukufaka amaphuzu, nokuwahambisa ku-funnel ngaphandle kokuthinta ithayela ngalinye ngesandla.
Ucingo lwe-WhatsApp kanye nokusekelwa kwe-multimedia
Emikhakheni eminingi (izindlu, ezempilo, ezemfundo, izinsizakalo ze-B2B), izingcingo zezwi zihlala zibalulekile. Uma kufanele ushiye ithuluzi lakho le-CRM noma lemiyalezo ukuze usebenzise izingcingo zezwi, ulahlekelwa umongo kanye nokusebenza kahle. Amanye amapulatifomu avumela lokhu. qala futhi wamukele izingcingo ze-WhatsApp ngqo kusuka ebhokisini lokungenayo elifanayo lapho uphatha khona izingxoxo.
Okubaluleke ngokulinganayo ukuthi uhlelo luphatha kahle Amafayela e-multimedia: izithombe, amavidiyo, umsindo, amadokhumentiUkubuka kuqala, ukudlala okuqondile, njll. Uma inothi ngayinye yezwi kufanele ilandwe ngesandla ukuze uyilalele, lokhu kuba yinto ekhungathekisayo kuma-ejenti.
Ukuxhumana okunamandla okuzenzakalelayo kanye nama-ejenti amaningi
Esinye sezizathu eziyinhloko zokushintsha kusuka kuhlelo lokusebenza lwe-WhatsApp Business uye ku-API ukukwazi ukusebenza ne- ama-ejenti amaningi ngesikhathi esisodwa kuthreyi evamile Futhi ngokuzenzakalelayo kwangempela. Lokhu kufaka phakathi ukuqondisa ngomnyango, izimpendulo ezizenzakalelayo ezisekelwe kumagama angukhiye, ukugeleza kokwamukela, ama-bot aqoqa idatha bese edlulisela icala kumuntu, njalo njalo.
Izixazululo eziphambili kakhulu zihlanganisa I-AI ekhiqizayo kokubili umbhalo kanye nezwi: abasizi abaphendula imibuzo evame ukubuzwa, abafanelekela ukuhola, abalandelelayo, abamaka izingxoxo, ababhala izifinyezo ze-ejenti, futhi abakwazi ukunquma ukuthi bazofika nini kumuntu wangempela benomongo olungele konke.
Ukuphepha kwedatha, ukuthobela imithetho, kanye nokulawula
Ukusebenza ngedatha yamakhasimende kusho ukuthobela imithetho yobumfihlo efana ne-GDPR nokugcina izinga eliphezulu lokuphepha. Buza njalo mayelana ukubethela, izitifiketi, izilawuli zokufinyelela ezisekelwe ezindimeni, amalogi okuhlola kanye nezinketho zokungaziwa noma zokususa kanye indlela yokuzivikela ngempela.
Khumbula ukuthi i-WhatsApp ibhala ngemfihlo imiyalezo kusukela ekuqaleni kuya ekugcineni, kodwa uma leyo datha isiku-CRM yakho noma ipulatifomu yokuthumela imiyalezo, umthwalo wemfanelo ungowakho. Umhlinzeki omuhle unalokhu okuthuthukisiwe nokubhalwe phansi.
Imibiko yokusebenza namadeshibhodi
Okokugcina, i-CRM ye-WhatsApp kufanele ikunike umbono ocacile walokho okwenzekayo: ivolumu ngesiteshi ngasinye, ikhwalithi yomholi, Ama-SLA okuphendula, ukukhiqiza kwama-ejenti, imikhankaso eguqula kakhulu, ukwaneliseka okulandelayo, njll.
Okungcono kakhulu, kufanele ukwazi ukwakha amadeshibhodi enziwe ngokwezifiso zethimba ngalinye (ukuthengisa, ukwesekwa, ukumaketha) futhi ubuyekeze kalula izingxoxo ezibaluleke kakhulu ukuze uthole izinkinga. Ukuthuthukiswa kweskripthi, ukuphikiswa okuphindaphindiwe, kanye namathuba okuqeqeshwa okweqembu.
Indlela yokuhlanganisa i-WhatsApp ne-CRM yakho ngokoqobo
Ngaphandle kwamathuluzi athile, inqubo yokuhlanganisa ivame ukulandela isakhiwo esifanayo, ikakhulukazi uma usebenzisa ipulatifomu esevele ifaka izixhumi zama-CRM athandwa kakhulu.
Isinyathelo 1: Sebenzisa i-WhatsApp Business API
Isinyathelo sokuqala ukuthola ukufinyelela ku-API esemthethweni. Ukuze wenze lokhu uzodinga Qinisekisa inkampani yakho ku-MetaKuzodingeka uhlanganise inombolo yocingo ezinikele bese uqedela inqubo yokubhalisa ye-WABA. Uma ipulatifomu yakho noma i-BSP iyisethiwe kahle, konke lokhu kungenziwa ngemizuzu usebenzisa i-wizard eqondisiwe.
Ungaphambanisi lokhu nohlelo lokusebenza olujwayelekile lwe-WhatsApp Business: lolu lwenzelwe amabhizinisi amancane kakhulu anedivayisi eyodwa futhi engenakho ukuhlanganiswa kwe-CRM. I-API ingumkhiqizo ohlukile, ogxile ezinkampanini ezifuna ukwenza ngokuzenzakalelayo, ukukala, nokusebenza nama-ejenti amaningi.
Isinyathelo 2: Xhuma i-WhatsApp ku-CRM noma ipulatifomu yokuthumela imiyalezo
Njengoba i-API isilungile, udinga ukunquma ukuthi uzokwenza yini xhuma ngqo ku-CRMkuya epulatifomu yengxoxo evumelana ne-CRM, noma kokubili. Kuma-CRM afana ne-Salesforce, i-HubSpot, i-Zoho, noma i-Odoo, lokhu kuvame ukwenziwa ngezixhumi zomdabu noma izandiso ezivela emakethe yazo.
Uma ukhetha ipulatifomu yokuphatha ingxoxo, ngokuvamile uzoba nokuhlanganiswa okuchazwe kusengaphambili nama-CRM adumile: ugunyaza ukufinyelela, ukhetha ukuthi yiziphi izinkambu okufanele uzivumelanise, unquma isiqondiso sedatha (efundwayo kuphela, eqondiswayo, njll.), futhi uchaze ukuthi irekhodi lidalwa noma libuyekezwa nini.
Isinyathelo 3: Chaza ukuthi iyiphi idatha nezinqubo ofuna ukuzivumelanisa
Lena yingxenye izinkampani eziningi eziyigwemayo, bese kuvela izinkinga. Kufanele wenze isinqumo esicacile. yiluphi ulwazi okufanele luhambe kuzo zonke izinhlangothi nokuthi yiziphi izehlakalo (ama-webhookIzenzo ezithile zengxoxo ziqala izenzo ku-CRM.
Izibonelo ezijwayelekile zifaka: ukudala oxhumana naye lapho othile ebhala okokuqala, ukubuyekeza isimo sethuba lapho ukuthengisa kuvaliwe nge-WhatsApp, ukuqopha amanothi ngokuzenzakalelayo ngezifinyezo zengxoxo, noma ukwengeza amathegi ngokusekelwe ezihlokweni ezixoxwe ngazo. Uma uhlela kangcono kusukela ekuqaleni, kulapho kuzodingeka wenze izinguquko ezimbalwa kamuva.
Izindlela ezinhle kakhulu zokuthola okuningi ekuhlanganisweni kwakho kwe-WhatsApp + CRM
Ukuqeda ukuhlanganiswa kumane kuyisiqalo. Ukuze uthole okuningi kukho, kunezincomo eziningana okufanele zisetshenziswe kusukela ngosuku lokuqala.
Qoqa futhi uhlanganise izihlonzi zoxhumana nabo
Noma nini lapho kungenzeka, zama ukuqinisekisa ukuthi oxhumana nabo abayona nje inombolo ye-WhatsApp engahleliwe. Setha okuzenzakalelayo noma ama-bot ukuze wenze izicelo ngokwemvelo, i-imeyili, igama, isibongo noma olunye ulwazi olubalulekileNgale ndlela ungaxhumanisa ingxoxo nemikhankaso ye-imeyili, ukuthenga kwangaphambilini, noma ezinye iziteshi.
Ngokufanayo, sebenzisa imithetho yokuhlanganisa oxhumana nabo ukuze ugweme ukufana okubili lapho umuntu ofanayo ekuthinta nge-WhatsApp, izinkundla zokuxhumana, kanye namafomu. Uma isizindalwazi sakho sihlanzekile, kuzoba lula ukusihlukanisa nokwenza izinqumo ezinolwazi.
Ingxenye yokuthumela imiyalezo efanele (futhi ihambisane nemithethonqubo)
I-WhatsApp iqine kakhulu mayelana nogaxekile. Ungangenisi yonke i-database yakho ye-CRM bese uyihlasela; lokho kuyindlela yokuvinjelwa. Esikhundleni salokho, sebenzisa ukuhlanganiswa ukudala izingxenye ezichazwe kahle ezisekelwe ekuziphatheni, emvumeni, kanye nezintandokazi.
Ngalezi zingxenye ungaqala imikhankaso ye-WhatsApp ewusizo ngempela: izikhumbuzi ze-aphoyintimenti, izexwayiso zesitoko, ukuvuselelwa, ukuxhumana kokusekela, ukukhushulwa okuqondiswe kakhulu… njalo ngezifanekiso ezivunyelwe kusengaphambili kanye nokuhlonipha ukukhetha komsebenzisi.
Yenza ngokuzenzakalelayo ngaphandle kokulahlekelwa ukuthinta komuntu
Ukuzenzakalela kubalulekile, kodwa isihluthulelo siwukukusebenzisa ngokuhlakanipha. Vumela ama-bot noma i-AI baphathe imisebenzi. Imibuzo evame ukubuzwa, ukuqoqwa kwedatha yokuqala, iziqu eziyisisekelo, kanye nokulandelela okuphindaphindiwefuthi ugcine ama-ejenti akho ezimweni ezibiza kakhulu.
Futhi setha imithetho ecacile yokwenyusa intengo: uma ikhasimende likhungatheka, uma i-bot ingaqondi okuthile, noma uma kutholakala ithuba elikhulu, ingxoxo kufanele ishintshele kumuntu kalula, wonke umlando ubonakala futhi, uma kungenzeka, nge isifinyezo esikhiqizwe ngokuzenzakalelayo ukonga isikhathi.
Ukuvikela idumela kanye namathempulethi emiyalezo
Nge-WhatsApp API, usebenza endaweni eqashwe kakhulu kunakuhlelo lokusebenza olujwayelekile. Kumelwe uthuthukise amathempulethi akho nge imiyalezo ecacile, ewusizo futhi engakhuthazi ngokweqileHlonipha imikhawulo yemvamisa futhi uqaphele amazinga okuvimba noma okubika.
Thumela amathempulethi ukuze avunyelwe kusenesikhathi, ubuyekeze okuqukethwe ngokucophelela, futhi uqaphe indlela oxhumana nabo abasabela ngayo. Uma umkhankaso uvimba, buyekeza indlela yakho, kopisha, futhi uqondise ukuze uvikele inombolo yakho kanye nesiteshi.
Ukungathembeli kuphela ku-WhatsApp njengesiteshi
Noma ngabe i-WhatsApp iqine kangakanani, ukuthembela kuyo kuphela kuyingozi. Ukuphazamiseka kwesevisi, izinguquko zenqubomgomo, kanye nezingxenye zabasebenzisi abangayisebenzisa kakhulu... Ukuze kuncishiswe izingozi, kuyalulekwa ukuthi... isu leziteshi eziningi: i-imeyili, iwebhu, amanethiwekhi omphakathi, izingcingo, njll.
I-CRM (noma ipulatifomu yokuthumela imiyalezo ye-omnichannel) elungiselelwe kahle ikuvumela ukuthi uhlanganise leyo nhlanganisela yeziteshi ibe umbono wekhasimende elilodwa, ukuze i-WhatsApp ibe yinto ebaluleke kakhulu ezimweni eziningi, kodwa hhayi isiteshi sakho sokuxhumana kuphela.
Khetha ikhambi elifanele ngokusekelwe kusayizi wakho kanye nezinsizakusebenza zakho
Njengoba kunikezwe konke okungenhla, umbuzo onengqondo uwukuthi: hlobo luni lwethuluzi olufaneleka kakhulu esimweni sakho? Impendulo izohluka kuye ngokuthi ungumuntu osebenza nge-SME ophatha izingxoxo ezimbalwa ngosuku noma inkampani enamaqembu amaningi nezingxoxo eziyizinkulungwane.
Uma uphatha amavolumu amancane futhi udinga okuthile okulula kakhulu ukuqala, uhlelo olulula lungase lwanele. I-CRM elula enokuhlanganiswa kwemvelo Noma ngebhokisi lokungenayo lengxoxo elixhuma kuspredishithi sakho noma i-CRM elula. Umgomo kuleso simo ukuyeka ukuphatha amakhasimende usebenzisa ifoni yakho ephathekayo bese uthola ukuhleleka nokulandelela.
Uma usuvele unayo i-CRM eqinile (i-Salesforce, i-HubSpot, i-Zoho, i-Odoo, i-Bitrix24, njll.) futhi uyisebenzisa njengesikhungo sakho esiyinhloko, into enengqondo okufanele uyenze ukuyifuna. ukuhlanganiswa okuqinile ne-WhatsApp Business APIKungakhathaliseki ukuthi kungokwasendaweni noma ngeplatifomu yokuxoxa, ukugxila kukugcina yonke ingqikithi ngaphakathi kwe-CRM nokusebenzisa amandla okwenza izinto ngokuzenzakalela, i-AI, kanye neziteshi eziningi.
Ezinkampanini ezinemiyalezo eminingi noma izinqubo eziyinkimbinkimbi (izikhungo zezingcingo, amabhizinisi amakhulu e-commerce, amabhange, ama-telcos…), ngokuvamile kunengqondo ukukhetha amapulatifomu okuxoxa athuthukile ezisebenza njengesikhungo phakathi kwe-WhatsApp, ezinye iziteshi, i-CRM, i-ERP kanye nezinhlelo zangaphakathi, ezinekhono eliphezulu lokuqondisa, ukubika kanye nokulawula.
Kungakhathaliseki ukuthi uqala kuphi, ukuxhumanisa i-WhatsApp ne-CRM yakho ngokujulile akube "yinto enhle eyengeziwe" futhi kuba yingxenye ebalulekile yesu lakho lokumaketha, ukuthengisa, kanye nensizakalo: uhlanganisa ulwazi, wenze imisebenzi ephindaphindwayo ibe ngokuzenzakalelayo, unikeze ukunaka okusheshayo nokunobuntu, futhi uphendule yonke ingxoxo ibe yithuba lebhizinisi elilinganisekayo.
Umbhali oshisekayo ngomhlaba wamabhayithi nobuchwepheshe ngokujwayelekile. Ngiyathanda ukwabelana ngolwazi lwami ngokubhala, futhi yilokho engizokwenza kule bhulogi, ngikubonise zonke izinto ezithakazelisayo kakhulu ngamagajethi, isofthiwe, ihadiwe, izitayela zobuchwepheshe, nokuningi. Inhloso yami ukukusiza ukuthi uzulazule emhlabeni wedijithali ngendlela elula nejabulisayo.
