Discover how Ubic Center automated the sending of quotations via WhatsApp

Who is DataPlus Clouds Services?

A cloud services company that helps other companies in their digital transformation process.

• Infrastructure as a Service.
• Backup as a Service.
• Disaster Recovery as a Service.

We looked for different communication partners, and WOZTEL was the right choice. We always have help when we need it, and thanks to this we were able to develop the solution for Ubic Center.

Who is Ubic Center?

Ubic Center manufactures supplies for the food industry.

Something that identifies the company is that they use biodegradable materials such as corn starch and sugar cane.

What did Ubic Center need?

Automate sending messages using WhatsApp and Zoho.

The Mexican company needed a way to automate the quotation sending to WhatsApp using the client information on their CRM and the documents created in Zoho Workdrive. They also wanted a communication solution to improve their customer experience.

Before implementing the solution, Ubic Center sent the quotations via e-mail. However, one of the problems was that e-mail has a low open rate and an elevated response time.

Research has shown that companies that answer quickly to their customers and leads have more chances to qualify a lead and close a sale. Therefore, at Ubic Center, they wanted to find a way to reduce the time and optimize responses.

What was the solution?

Improve customer service and reduce operation times.

One of the challenges was that Ubic Center makes the quotation documents on Zoho Workdrive, but META does not accept these files in their messages. So with WOZTELL, they created the instructions to be able to do it.

The solution was to create a blueprint that generates an URL when they create the quotation. This URL goes into the message template and calls the file to attach it.

Now, when they generate a quotation, a message is sent automatically to the WhatsApp number registered in Zoho CRM. If the client requests a change, the Ubic Center team updates it and sends it again.

↑15%

Increase in sales in the first month

Although, at first, the goal was to provide better customer service and automate processes, they also achieved an increase of 15% in sales during the first month after implementation. Additionally, by automating the sending of quotations via WhatsApp, they optimized response times and improved the open rate of their messages.