Every engagement is logged in your CRM

[lopebix427]

whether it’s a message, call, or any other form of communication. The recorded history of customer interactions allows you to export detailed reports and see how your strategy is working. Analytics allow you to tailor future conversations and find the sales approach that works best. Here’s a view of the engagement logging in HubSpot:

A view of a logged WhatsApp message in HubSpot.

Instead of manually searching through conversations in your team inbox to get details on a specific client, you can review logged activities and gain all the context you need in one place. Here you can see how activities are logged in HubSpot:

A view of logged WhatsApp activities in HubSpot.

Deeper insights
With a WhatsApp team inbox integrated with a CRM, you have access to detailed reports and insights. You have a clear view of customer engagement trends, response times, conversation volume, and agent performance. Here’s an example of how you can create a report with the WhatsApp HubSpot integration.

A report extracted in HubSpot

With activity and engagement logging in your CRM, you can chile whatsapp phone number export granular reports that give you a detailed view of customer interactions. These reports can highlight the sales approaches that work best, pinpoint where customers tend to drop off and reveal which types of messages drive conversions. Use these insights to refine your messaging strategy and optimize the sales process.

Role of WhatsApp shared inbox in customer service
Customer support goes hand in hand with sales. Let’s explore how each feature plays a specific role in improving the customer support processes:

Personalized customer service
You can add helpful details to customer profiles using contact properties for easy access to important information. Some basic info, like a new profile with the customer’s WhatsApp name and phone number, is automatically added when you receive their first message.

From there, you can add any other details you need to make each profile as complete and useful as possible for your team.

A list of properties in Rasayel.

Organized and prioritized support
Adding tags to contacts allows you to categorize customers based on characteristics like “VIP,” “New customer,” or “Interested in X.” They make it easy to prioritize and personalize interactions.