WhatsApp Reader App

Ever thought of Automatic reading of your business related SMS/WhatsApp and automatic replying to the sender in real time?. Want to do a campaign for feedback or polling through SMS/WhatsApp but have no time and resource to Update or Record their feedback ?. Do you get plenty of duplicate messages daily and hence can’t filter out original messages ?  Well UMS has a perfect solution to do it for you, “SMS/WhatsApp Reader App”.
The Application can programmatically read your incoming business messages be it on WhatsApp or SMS and push the data in a easy to use Google sheet and/or CRM of your choice.

You can do many things around using this Application following may be the Use-cases.

  1. Your business groups on WhatsApp receives huge number of messages from your customers or business partners and you are not able to record or analyse it for business purposes. With the UMS developed application you can automatically read these messages and push it in an easy to use Google Sheet. Once in Google Sheets you can easily apply filters and sort your messages as per business requirements.
  2. Your Business receives orders from your customers via WhatsApp and SMS & You are finding it difficult to track and record the orders. With the Reader App you can track all your orders as they will be pushed in easy to use Google sheets.
  3. You want to do polling. You can ask your customers to Send Yes/No, Voting, Like/Dislike Messages on your WhatsApp number. The Reader App will push the response in the Google Sheet for record and analysis purpose. This campaign will give you good numbers in terms of volume as people love to interact on WhatsApp than conventional IVRS. Further you can also send out Thank you messages to the customers on their WhatsApp.
  4. You can run a Feedback campaign from a WhatsApp number and ask your customers to provide their feedback about your product/ services on the WhatsApp number. All the feedback provided by your customers can be pushed in Google Sheets as well as also can be uploaded in the CRM against the contact in the CRM.
  5. You can also give an additional facility to your customers to log Complaint Tickets via WhatsApp in ticketing CRMs. All the customer messages from the whatsapp chat will be updated in the CRM.
  6. You Automatically send an acknowledgement message by reading the incoming message from your customer based on some predefined keywords.
  7. You can also trigger an IVR call based on a keyword in the WhatsApp message sent  by the customer. Example If your customers replies I am interested. Then based on the keyword “interested” you can consider placing an IVR call to him to tell more details about your product or services.
  8. You can automatically create leads in Your CRM based on the incoming WhatsApp message.

Above are just few examples to underline the possibilities of SMS/WhatsApp Reader App. There can be many more such use-cases.  The same functionality can be used suit many business needs.

Advantages of WhatsApp Reader Application

  1. Programatically read and store message in Google Sheet or CRM
  2. High Level of Data safety.
  3. Since the data is stored on cloud, the Data can be accessible from any place and across all devices.
  4. Highly reliable system.
  5. Simplify the data handling, recording & analysing through the use of simplified google sheets.
  6. All the data can be pushed in your existing CRM and hence no need for a new system.
  7. Customers will love to respond on WhatsApp instead of IVRs for feedback.

For More Information on the Product, Its possible Use-Cases & Pricing please Contact Us.

Call, WhatsApp & SMS from Inside of Freshdesk

If you are using Freshdesk CRM for your Ticketing purposes and want to integrate your Cloud Telephony Providers services or for that matter WhatsApp directly into Freshdesk then continue to read on this blog completely.

If you have any doubts even after reading this blog, please reach out to us on Contact Us.

Also you can visit Product Webpage. https://umstechlabs.com/freshdesk-crm-telephony-integration/

The need for Cloud telephony integration with freshdesk arraises to enhance your customer satisfaction experience. With the cloud telephony integration & WhatsApp Integration for freshdesk you can increase your agents productivity and economise on your support teams operations.

Let’s discuss the standard Integration features as below.

With Freshdesk CTI Integration, your agent can know the income caller details like his Name, Contact number,  his open tickets etc, even before he picks up the phone call and specks to your customers.

The integration furthers equips your Agents to automatically update or create tickets over call reducing the interaction time with your customers. There by you save on your agent time and your customers valuable time.

You can record the entire agent customer conversation against a particular ticket. This recording you can use for Quality and training purposes.

You can also send out automatic SMS & WhatsApp messages to your customers when a new ticket is created or an old ticket is closed.

Freshdesk CTI integration is Click to call feature. With this feature your agents can call your customer straight from freshdesk just by clicking on his contact number. Also the complete call history and call recording will be available against the Ticket in freshdesk Page itself.

You Can also log the missed calls from your customer in your existing Tickets or create an new ticket so that you are reminded to reach out to the customer.

You can also send pre-configured text messages to your customers by clicking on SMS button in the Ticket page.  Also the SMS history will get updated in the Ticket.

With Freshdesk WhatsApp integration you can send pre-customised messages to your customers via click to whatsapp message button.

The most Interesting thing about whatsApp integration is you can also create new tickets or update existing Ticket when your customers sends you whatsapp messages.

The Freshdesk CTI integration offers seamless integration of cloud telephony features over freshdesk platform and hence You have more free agents to actually interact with your customer  Thereby you can economise on your support & call centre operation expenses as well as develop customer satisfaction. With ease of call recordings available in freshdesk you can also monitor Quality and use for training purposes.

For more such integration please visit CTI integration page.

Feedback management over WhatsApp

For businesses it is becoming more and more imperative that they have accurate and Quality customer feedback data to analyse and better their services. No secret that businesses are exploring new tools and methods to reach out to their customers. Certainly contacting customers on their WhatsApp for feedback would be a great opportunity to develop strong & Satisfying customer relationships.Simply Put: WhatsApp provides a safe and secure Instant messaging platform with at most Privacy.
Hence business have started using WhatsApp for gathering their Customers feedback. However most of the business don’t have an automatic solution for this and hence they are not able to do it on large scale and efficiently. With Various WhatsApp Integration offered by UMS, automation of Feedback system over WhatsApp are possible.

With Integration of WhatsApp with Your CRM you can now start feedback campaign automatically straight from your CRMs and Record/Update Your customers Feedback in the WhatsApp history section under respective Ticket/contact or Lead section of the CRM. This method is highly efficient and saves over Agent time and other expenses which are involved while taking feedback by other conventional methods. The whatsApp integration is also possible with Google sheets, This solution is Simple and more cost effective than to have a CRM. All the feedback provided by your customer can easily be updated in the Google sheet and stored for your future analysis.

Benefits of Automated feedbacks taken over WhatsApp.

  1. Straight and Direct communication. (No lost Emails & Dropped or Missed Phone  Calls)
  2. Automated Feedback request sent on a click of Button.
  3. Customers response available in Easy to use google sheets or CRM of your choice.
  4. Satisfied & Delighted customers.
  5. Most Economic and Cost effective

To summarize, In order to  make customers more loyal Companies should be certainly investing in personalized and sustainable relationships with customers over Instant messaging platforms like WhatsApp. Taking continuous feedback is one of them, by automating this step  over WhatsApp will certainly provide the companies the required data to leverage their existing position in Market and Improve on. Customers will also be happy to respond over WhatsApp rather than emails or surveys.

For more information on the integration please click here and leave us a message. We shall be happy to reach out to you.

PDF invoice from Tally to WhatsApp !

Just imagine Tally sending automated WhatsApp messages. But is there a way to integrate Tally with WhatsApp??? And the answer is YES. UMS Tech Labs offers an API to integrate WhatsApp with Tally.

“WhatsApp is the new Trend & We feel that WhatsApp can be a very strong customer communication tool”

Gone are the days for conventional email and SMS as they are looked up by the new generation.

Here is a sales tip – If you do your follow-ups on WhatsApp instead of direct phone calls, you will get 40% more response. No one appreciates phone calls from unknown numbers but we are more likely to respond to personal messages.

Sending Invoices as and when created is the new area where a lot of traction is seen. With our Integrations and APIs which we expose any Tally programmer can integrate WhatsApp with Tally.

Advantages of WhatsApp Tally Integrations:

    1. Instant Invoice pdf/Message sent by a single click on customers WhatsApp.
    2. No need of saving customers number.
    3. Creates a brand Image in customers mind when they see the message with Company logo and other business details.
    4. No international message cost.
    5. Happy customer.
    6. Less manual efforts.
    7. Reminders and text alert statements can also be sent

For more information on the integration please click here and leave us a message. We shall be happy to reach out to you.

WhatsApp API Interesting Use Cases

whatsapp apiBusiness APIs launched by WhatsApp is a Welcome Initiative launched by WhatsApp Inc. With these APIs a lot a customer communication and customer experience activities can be revolutionised.

Imagine getting Banks, Hospitals, Medicine,Airports, Railways, Cabs, New, Market alerts all just over WhatsApp. The advantage to integrate WhatsApp API into your back ends is the end customer need not maintain separate Apps.

There are more than 1 billion active user WhatsApp and is very user friendly. Another positive aspect of WhatsApp is it is internet based and does not require SMS or calling packs hence you can serve all your National and International customers at Flat rate cost.

We at UMS Tech Labs work closely with these WhatsApp API integration. We do integrate these WhatsApp APIs into CRMs like Salesforce, Zoho, Pipedrive, Freshdesk, Zendesk,Zoho Desk, SAP etc.

Such that your Agents can chat with your customers over WhatsApp and the complete chat history is available in the CRMs.

Also with the APIs we can send automated messages based of work flows in the CRMs. For example when a new lead is created or a ticket is created or status is changed we can send automated messages.

Another option most of the customers are looking for is Tally WhatsApp Integration. With the WhatsApp API  now it is possible to send PDF Invoice and other Accounts message straight from tally to customers WhatsApp without adding or storing his number anywhere.

Some Of the Application of Business WhatsApp API can be as follows.

  1.  Creating New leads/Tickets Based on Incoming whatsapp messages.
  2.  Customer support chat over WhatsApp.
  3.  Automated alerts notification over WhatsApp. (Status changes in CRM)
  4.  Automated Ticket/Hotel/Activity Booking over WhatsApp.
  5.  Feedback campaigns over WhatsApp.
  6.  Appointment / other Reminders over WhatsApp.
  7.  Product/System updates over WhatsApp.
  8.  PDF invoice over WhatsApp from Tally.
  9.  WhatsApp CRM integrations
  10.  Replacing Automated IVR options over WhatsApp.
  11.  Sending WhatsApp instead of international SMS.
  12.  FAQ answers over WhatsApp
  13.  Automated Appointment booking over WhatsApp

Above are sample and non-exhaustive list of WhatsApp API applications. The use cases can  be defined by organisation according to their needs. We can do the integrations withall the use cases.

Sooner or later every organization has to adopt and use WhatsApp as a customer support and experience tool.