Automated messages sent monthly by linking CRM with WhatsApp
A leading education consulting firm helps students secure admissions to top global institutions, primarily in the US. Handling between 10,000 - 12,000 inquiries annually, the firm faced challenges in managing WhatsApp conversations across its sales, customer support, and mentoring processes.
Conversations were scattered across sales teams' personal WhatsApp accounts, making it difficult for management to track inquiries and ensure consistent responses. The lack of visibility and manual handling of messages caused delays and inefficiencies, particularly in providing timely support to students.
The firm integrated their CRM with Periskope to automate messages across student groups and 1:1 chats, providing visibility across multiple sales WhatsApp numbers.
Multi-Number WhatsApp Inbox: Periskope connected both the sales and mentoring teams’ WhatsApp numbers into a unified platform, giving management full visibility and tracking of communications across individual and group chats.
Message Automation: By integrating the CRM with Periskope, the firm automated outreach and follow-up messages at various stages (e.g., application review, submission). Whenever a lead status changed in the CRM, automated messages were triggered, notifying students of next steps and eliminating manual follow-ups.
Masking Numbers for Privacy: Mentors communicated with students through Periskope, where student phone numbers were masked to protect privacy while allowing seamless interactions.
Visibility and Control: Management gained real-time access to all conversations, enabling them to assign mentors to specific student groups, monitor mentor performance, and track key metrics like response times and open tickets.
By unifying the WhatsApp numbers of all team members and fully integrating WhatsApp with their CRM, the firm is poised to double its sales query volume this quarter, while automating 20,000 messages monthly across both student WhatsApp groups and 1:1 chats.
