Extend your customer outreach with WhatsApp marketing within Dynamics 365 Customer Insights

By | April 28, 2024

The Power of WhatsApp Marketing for Brands: A Game Changer

Today, brands constantly bombard customers with emails, calls, and social media ads. It can be hard to stand out from the noise and connect with customers in a meaningful way. But what if there was a way to reach customers directly on a platform they already use and love?

Enter WhatsApp marketing. With a staggering 85% of customers preferring to receive brand updates and communications via WhatsApp, it’s no surprise that it’s becoming a game-changer for marketers.


This blog covers how you can leverage the power of WhatsApp marketing with Dynamics 365 Customer Insights using WhatsApp4Dynamics, with a fictional example of a beauty brand called A&B Organics.

A&B Organics Leverages WhatsApp4Dynamics

A&B Organics’ marketing team wanted to leverage the growing popularity of WhatsApp and its potential to reach customers on a more personal level.

However, being a Dynamics 365 CRM user, they did not want fragmented communication channels. They wanted something that could be integrated into their existing system and did not require additional training for their users. This is where Inogic’s WhatsApp4Dynamics came into the picture.

WhatsApp4Dynamics is a WhatsApp Integration app that integrates WhatsApp Business with Dynamics 365 Sales, Customer Insights and Customer Services.

Dynamics 365 Customer Insights

As they were using Customer Insights for marketing, this low-code, no-code ISV app became just the solution they needed.

Here’s how they did it:

  1. Segment-Based Journey for Increased Engagement

Segment-Based Journey for Increased Engagement

Robert, the new marketing lead at A&B Organics, wanted to let his loyal customers know about upcoming discounts and offers. He created a segment-based journey within his CRM campaign, targeting loyal customers. This strategic approach helped boost engagement rates and elevate campaign performance.

  1. The Power of Emojis

The Power of Emojis

Robert strategically integrated relevant emojis throughout his bulk messaging. This helped him connect with customers on a more personal and familiar level.

  1. Monitor Campaign Performance with WhatsApp4Dynamics Insights

Monitor Campaign Performance with WhatsApp4Dynamics Insights

WhatsApp4Dynamics provides valuable insights that Robert could access within the journey to monitor the campaign’s success and delivery statistics. This allowed him to track important metrics and adjust as needed.

  1. Trigger-Based Journeys

 Trigger-Based Journeys

Robert also created a new trigger-based journey for WhatsApp contacts. This powerful feature made possible by WhatsApp4Dynamics ensures that whenever a new customer is added to CRM, a welcome message with a campaign update is automatically sent to them on WhatsApp. This is just one approach, there are numerous ways you can benefit from this feature.

A Resounding Success

The WhatsApp marketing campaign proved to be a resounding success for Robert and his marketing team. They achieved a significant 5x increase in product inquiries, demonstrating the power of this innovative marketing strategy.

Ready to Explore WhatsApp Marketing?

This blog post just scratched the surface of the numerous features available in WhatsApp4Dynamics.

And Many more.

To learn more about how you can leverage WhatsApp marketing to take your customer engagement to the next level, watch our video showcasing how A&B Organics sales team efficiently handles incoming inquiries using WhatsApp4Dynamics for Dynamics 365 Sales.

Download WhatsApp4Dynamics today from Microsoft AppSource or the Inogic website. Don’t hesitate to connect with our product experts at crm@inogic.com to discuss your specific needs and explore how WhatsApp marketing can help your brand achieve its goals.