Benefits
With Mercuri, your business can seamlessly integrate SMS and WhatsApp functionalities directly into Pipedrive. Enhance your sales process by managing all customer communications in one place, ensuring you never miss an important message. Automate follow-ups and notifications to stay on top of every opportunity, and provide personalized updates to keep your customers informed and satisfied.
Streamlined Communication
Manage all your SMS and WhatsApp conversations directly from Pipedrive. With our plugin, you no longer need to switch between different applications to communicate with your customers
Enhanced Sales Efficiency
Automate follow-ups and notifications to never miss an opportunity. Our plugin allows you to set up automated messages for various stages of the sales process. Whether it's a follow-up reminder, a meeting confirmation, or a promotional offer, automation ensures that your customers receive timely and relevant messages.
Improved Customer Satisfaction
Provide timely updates and personalized messages to keep your customers happy. With our plugin, you can send real-time updates to your customers when they move from one stage to another through the CRM.
Why Mercuri for Pipedrive?
Two-Way Messaging
Engage in real-time conversations with customers via SMS and WhatsApp. With our plugin, you can send and receive messages directly from the Pipedrive interface.
This two-way messaging capability enables you to have meaningful conversations with your customers, resolve their queries, and provide support without any delays.
By integrating real-time communication into your deal management process, you can move deals forward faster. Immediate responses to customer inquiries keep conversations alive and prevent opportunities from stalling.
Automations
Automate communication with your deals as they move through various stages of the sales pipeline. For instance, when a deal progresses to a new stage, such as “Proposal Sent” or “Negotiation,” an automated SMS or WhatsApp message can be triggered to update the customer or follow up on important next steps.
This proactive communication keeps your deals warm, helps avoid missed opportunities, and ensures that your sales team stays on top of every stage without manual intervention. Automating these touchpoints leads to a smoother, more efficient deal flow and better chances of closing deals.
SMS & Whatsapp Marketing Campaigns
With Mercuri's integration with Pipedrive, you can effortlessly create customer segments and send out targeted SMS and WhatsApp campaigns directly from your Pipedrive interface. Engage your audience with personalized messages and drive higher engagement and conversion rates, all within the familiar Pipedrive environment.
Whether you’re in real estate, eCommerce, financial services, or any other sector, you can tailor your outreach to different customer groups based on their deal stages, interests, or any custom fields you have in Pipedrive. By leveraging this data, you can create powerful, segmented campaigns that resonate with your audience and send the campaign.
FAQ's
Can I automate messaging with this integration?
Absolutely. You can automate messages based on pipeline status changes within Pipedrive. For example, when a deal moves to a specific stage, you can trigger a follow-up message or notification through SMS or WhatsApp.
How do I manage messaging templates in Mercuri.cx?
Mercuri.cx allows you to create and manage both SMS and WhatsApp templates directly from the Pipedrive interface. You can use these templates to initiate customer interactions or send updates.
How does the WhatsApp Business verification process work?
To use WhatsApp in Mercuri.cx, your business must have a verified WhatsApp Business account. The verification process involves setting up your business details, which can be initiated via the Mercuri platform. Detailed instructions are available once you begin integration.
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