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About Periskope

The document summarizes a WhatsApp CRM platform called Periskope that allows businesses to manage all their official WhatsApp groups. It allows businesses to gain visibility and oversight of groups across internal and external teams. Some key benefits highlighted include tracking SLA adherence, integrating with other systems like CRMs, enabling bulk messaging, providing analytics, and facilitating secure access management and data storage. The platform aims to address issues like poor customer satisfaction, loss of revenue, lower productivity and lack of central access control that businesses currently face with managing numerous dispersed WhatsApp groups. It can be set up with just three simple steps of selecting a central number, scanning a QR code, and adding that number to all official groups.

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Pradeep Chaturvedi
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435 views8 pages

About Periskope

The document summarizes a WhatsApp CRM platform called Periskope that allows businesses to manage all their official WhatsApp groups. It allows businesses to gain visibility and oversight of groups across internal and external teams. Some key benefits highlighted include tracking SLA adherence, integrating with other systems like CRMs, enabling bulk messaging, providing analytics, and facilitating secure access management and data storage. The platform aims to address issues like poor customer satisfaction, loss of revenue, lower productivity and lack of central access control that businesses currently face with managing numerous dispersed WhatsApp groups. It can be set up with just three simple steps of selecting a central number, scanning a QR code, and adding that number to all official groups.

Uploaded by

Pradeep Chaturvedi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Manage all your official whatsapp groups with the powerful

Periskope Whatsapp Groups CRM

https://periskope.app
Most of your core day-to-day business operations runs
on WhatsApp groups

Sales Customer success Business operations

WhatsApp groups with leads, WhatsApp groups for ongoing WhatsApp groups with
and potential customers, customer support and partners, vendors, internal
during and after the sale engagement teams and other stakeholders

…resulting in a sprawl of thousands of WhatsApp groups across internal & external teams
But your central teams have limited visibility and oversight on these
groups, leading to significantly poorer business outcomes

Poor customer satisfaction and NPS Loss of revenue from poor sales processes
▪ No tracking of SLA adherence, time to response, tone of ▪ No visibility into the status of your sales conversations.
voice on customer WhatsApp groups Dropped leads due to lack of follow-ups

▪ Loss of historical messages and context when employees ▪ Stale data in CRMs due to manual data capture by
switch or transition salespersons on status

▪ No central repository of important contacts across


customers, partners

Lower productivity of your teams Lack of central access control and data security
▪ No integrations between WhatsApp groups and internal ▪ No visibility into which employees are responsible for
systems (CRMs, ticket management tools, etc.) which clients, vendors

▪ No ability to automate actions and messages on whatsapp ▪ No ability to centrally manage access – addition / removal
groups or switching of employees

▪ No control over sharing of sensitive data on whatsapp


groups
Introducing Periskope
A WhatsApp CRM platform to manage your official WhatsApp groups
The Periskope platform has a wide range of features to supercharge
your official WhatsApp groups

SLA tracking on live chats Integrate with your systems Bulk messaging
Track time to response SLAs, tone of Setup integrations between your Send bulk messages to all groups e.g.
voice across all Whatsapp Groups WhatsApp Groups and Slack, Linear, Jira, progress updates to clients, notifications
or your internal CRM systems on downtime
Share live conversations / snippets with
other internal team members Automate actions like raising issues, Feature in alpha. Coming soon to select
piping conversations to internal teams clients
Analytics on stale groups, response rate,
satisfaction scores, and more

Secure access management Central Data repository Automation


Create new groups, add / remove Retain important conversation history Tag the central number for automated
members centrally across your Whatsapp Groups actions (e.g. meetings, reminders, raising
tickets)
Seamlessly transition employees in/out Store important contact info of your
with full message history and context customers, vendors, partners Build flows and automated responses to
repeat questions
Monitor data leakage / sharing of Repository for all your shared
sensitive documents across groups documents, media across groups Feature in development. Coming soon
Periskope is built to fit seamlessly into your existing groups and
processes. Just three simple steps to start using Periskope

1 2 3

Pick a central whatsapp number Scan the QR code to activate your Add central number to all your
for your organization number on Periskope official whatsapp groups

This official number will be added to all Using whatsapp linked to the central Add the central whatsapp number as
your official whatsapp groups number, scan the QR code to activate ADMIN to all your official whatsapp
your Periskope account. groups (existing and new)

And that’s it! You’ll see all your groups on Periskope.


No complex integrations, no training required
We work closely with our pilot customers on custom features,
integrations – whatever you need to drive a successful outcome for you

Pilot proposal:
We have over 1000 groups across each of our managed
houses. We were struggling to manage complaints from
• Duration: 4 weeks owners of delayed responses. This is invaluable in delivering a
better, faster customer experience for our clients
• Commercials: To be discussed - Head of Product, Luxury Real Estate Co

• During this pilot, we will work closely with you to


add, modify features, integrations, and anything
else that will be valuable to you to drive
successful business outcomes
We are adding 500 groups a month – each with our customer,
a doctor and attendant. It was a nightmare to have any control
over processes across these groups. Periskope is exceedingly
important to us in making sure our clients get the right service
quality we want to deliver

- CEO, Digital Therapeutics company


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