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Posted: Tue Dec 17, 2024 6:59 am
Among others, the features of your CRM can become a powerful tool for small and large companies, with a large number of benefits. These include:
Shortening response times: Automating messages will result in capturing the attention of new customers to increase the possibility of closing sales, as well as improving the customer service rating.
Assign conversations to members of your team: This feature will allow you to assign conversations from potential customers to prequalifiers and salespeople within your team according to your sales funnel.
Define actions, decisions, and wait times: It is very important that when creating an automated WhatsApp flow, you define actions, decisions, and wait times according to each possible response from your users, as it will help you establish automatic responses, saving time and effort for your sales team.
Set activities, tasks, and reminders: Within an automated flow, you can define the kuwait whatsapp number data creation of activities, tasks, and reminders, which allow you to better track sales opportunities, as well as the fulfillment of what was promised to your users.
Automating lead nurturing: This is a great advantage within this tool, because instead of discarding a possible sale, automation is able to keep the potential client close, adding value over time through personalized communications that you establish in the flow.
Analysis of data obtained: Within your flow you have the possibility of collecting, analyzing and monitoring each established action, allowing you to view valuable information that will help you better optimize your communication and sales processes.
Some functions that you should know:
To create an automation flow, it is important that you know each function, that way you can make the most of the tool and execute appropriate actions to meet your objectives. Below, we present some questions to explain a little about 4 practical features of the Escala automation tool:
1. How is it possible to view WhatsApp message metrics in automations?
For a correct analysis and monitoring of the results, it is important to view the metrics of the flows, whether they are established with simple message sending, with lists of options or templates approved by Meta.
From the Escala platform, you can view these metrics from within each created WhatsApp flow, by previously activating it.
Play Video
Watch tutorial
2. Can automated flows be created with different WhatsApp lines or numbers?
When creating an automated flow in Escala, you can define that the responses received or sent are directed to different WhatsApp lines or numbers, giving you the possibility of increasing your performance, offering more response options and the freedom to define your communication channels.
Pre-configuring and linking different WhatsApp lines or numbers to your Escala account will help you define actions within an automated flow more quickly and without interruptions.
Play Video
Watch tutorial
3. Can automations be created with multiple decisions?
In order to help you meet your goals, when creating an automation flow, you can define multiple decisions within each action.
This function automatically evaluates that contacts comply with the decisions of each branch in a hierarchical order. That is, if the contacts meet both the conditions of the first branch and the third, they will go down the path of the first branch since it was established first, thus fulfilling each decision established from the beginning in the flow.
Play Video
Watch tutorial
4. How to automatically assign WhatsApp conversations in any flow?
Within a company, it is very important that you know the capabilities of your team members, since it can help you define actions, delegate assignments and conversations to those who are most qualified to fulfill each of them.
This function will help you automatically divide new contacts between each of the members of your work team, thus aligning with the strategies you establish.
Shortening response times: Automating messages will result in capturing the attention of new customers to increase the possibility of closing sales, as well as improving the customer service rating.
Assign conversations to members of your team: This feature will allow you to assign conversations from potential customers to prequalifiers and salespeople within your team according to your sales funnel.
Define actions, decisions, and wait times: It is very important that when creating an automated WhatsApp flow, you define actions, decisions, and wait times according to each possible response from your users, as it will help you establish automatic responses, saving time and effort for your sales team.
Set activities, tasks, and reminders: Within an automated flow, you can define the kuwait whatsapp number data creation of activities, tasks, and reminders, which allow you to better track sales opportunities, as well as the fulfillment of what was promised to your users.
Automating lead nurturing: This is a great advantage within this tool, because instead of discarding a possible sale, automation is able to keep the potential client close, adding value over time through personalized communications that you establish in the flow.
Analysis of data obtained: Within your flow you have the possibility of collecting, analyzing and monitoring each established action, allowing you to view valuable information that will help you better optimize your communication and sales processes.
Some functions that you should know:
To create an automation flow, it is important that you know each function, that way you can make the most of the tool and execute appropriate actions to meet your objectives. Below, we present some questions to explain a little about 4 practical features of the Escala automation tool:
1. How is it possible to view WhatsApp message metrics in automations?
For a correct analysis and monitoring of the results, it is important to view the metrics of the flows, whether they are established with simple message sending, with lists of options or templates approved by Meta.
From the Escala platform, you can view these metrics from within each created WhatsApp flow, by previously activating it.
Play Video
Watch tutorial
2. Can automated flows be created with different WhatsApp lines or numbers?
When creating an automated flow in Escala, you can define that the responses received or sent are directed to different WhatsApp lines or numbers, giving you the possibility of increasing your performance, offering more response options and the freedom to define your communication channels.
Pre-configuring and linking different WhatsApp lines or numbers to your Escala account will help you define actions within an automated flow more quickly and without interruptions.
Play Video
Watch tutorial
3. Can automations be created with multiple decisions?
In order to help you meet your goals, when creating an automation flow, you can define multiple decisions within each action.
This function automatically evaluates that contacts comply with the decisions of each branch in a hierarchical order. That is, if the contacts meet both the conditions of the first branch and the third, they will go down the path of the first branch since it was established first, thus fulfilling each decision established from the beginning in the flow.
Play Video
Watch tutorial
4. How to automatically assign WhatsApp conversations in any flow?
Within a company, it is very important that you know the capabilities of your team members, since it can help you define actions, delegate assignments and conversations to those who are most qualified to fulfill each of them.
This function will help you automatically divide new contacts between each of the members of your work team, thus aligning with the strategies you establish.