Short answer: WhatsApp SMS email templates pehle se likhe messages hain jo CRM se ek click mein jaate hain: welcome message, brochure, quotation, payment reminder. Iske 3 fayde hain: (1) team ka typing ka time bachta hai, kai teams mein roz ke kaam ka ek-chauthai tak, (2) har customer ko ek jaisa professional message jaata hai, (3) har message ka record CRM mein rehta hai.
Pichhle article mein boss ke comment ka asar dekha. Ab team ka roz ka time kaise bachaayein, iski baat.
Salesman ka time kahan jaata hai?
Ek salesman roz 30–40 log se baat karta hai. Har ek ko lagbhag wahi message: “Namaste, aapki inquiry mili, brochure bhej raha hoon”, phir “Quotation bheji hai”, phir “Kya aapne dekha?” Har message type karna, brochure dhoondhna, personal WhatsApp se bhejna. Ghante nikal jaate hain.
Fayda #1: Time ki bachat
Template mein naam aur product apne aap bhar jaata hai. Ek click, message gaya. Jo kaam 3 minute ka tha, kuch second ka ho gaya.
Fayda #2: Ek jaisa, professional message
Har salesman ki apni bhasha, apni spelling, apna tareeka. Kabhi galat rate, kabhi purana brochure. Template se har customer ko company ki taraf se sahi aur ek jaisa message jaata hai.
Fayda #3: Har message ka record
Personal WhatsApp se bheja message salesman ke phone mein reh jaata hai. Salesman gaya, record gaya. CRM se bheja message lead ki history mein rehta hai.
8 zaroori WhatsApp SMS email templates
| Template | Kab |
|---|---|
| Welcome + brochure | Nayi inquiry aate hi |
| Call nahi utha | Call miss hone par |
| Quotation | Quotation bhejte waqt |
| Quotation follow-up | 2–3 din baad |
| Meeting confirmation | Meeting fix hone par |
| Order confirmation | Order milne par |
| Payment reminder | Due date se pehle |
| Thank you + review request | Delivery ke baad |
WhatsApp ke liye zaroori baat
Company ke naam se WhatsApp templates official WhatsApp Business Platform (API) se bhejein, personal number se nahi. Business-initiated templates ko Meta se approve karwana hota hai, aur Meta ka per-message charge alag hota hai. Green Tick milna Meta ka faisla hai, koi vendor iski guarantee nahi de sakta.
Achha template kaise likhein?
- Chhota rakhein: 3–4 line.
- Customer ka naam aur product shuru mein.
- Ek hi kaam ki baat: brochure, quotation ya reminder.
- Aakhir mein agla kadam: “Call karein” ya “Reply karein”.
FAQ
CRM mein message templates kya hote hain?
Pehle se likhe messages jo ek click mein WhatsApp, SMS ya email par jaate hain.
Kya WhatsApp templates ke liye approval chahiye?
Haan, WhatsApp Business API mein business-initiated templates Meta approve karta hai. Order updates ke ready-made examples ke liye dekho: WhatsApp order templates.
Kitne templates banaane chahiye?
Shuru mein 6–8 zaroori templates kaafi hain.
Agla kadam
CRM mein ab har message aur lead ka record hai. Yeh tab kaam aata hai jab koi employee chhod kar jaata hai. Agla article: Employee Chhod Jaaye ya Naya Aaye, CRM Records Kaise Sambhaalein
WhatsApp API aur templates setup chahiye? Call karein: 99142 49191.
