Personalize customer interactions

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WhatsApp makes it easy to personalize your communications with each client, which means you can meet each prospect’s unique needs and pain points.

An example of personalized interactions is segmenting prospects according to industry and personalizing each one’s onboarding content. For instance, a prospect from a marketing agency might receive a WhatsApp message with a link to a case study that shows how the tool helped similar agencies.

The sales rep can follow up with a personalized message like:

“Hi [Name], based on our last conversation, I’ve attached a resource on how our platform can specifically help with team collaboration for your marketing projects. Let me know if you have any questions or would like to schedule a demo!”

Sending a quick message like this one on WhatsApp is far more efficient than scheduling a call or waiting for an email response. It’s immediate, less formal, and doesn’t require the prospect to sit through a lengthy email or a scheduled call.

Integrate with your sales tech stack
With WhatsApp Business, you can have a fully integrated tech stack that centralizes all of your customer data and business needs.

It integrates with other sales tools like CRM systems, sales enablement tools, analytics platforms, and marketing automation software, allowing your sales team to track and log customer interactions automatically, set reminders for follow-ups, and store data for analysis.

When you sync WhatsApp with your sales tech stack, you can create a connected workflow that improves your productivity and drives you to make smarter business decisions. That said, integrations are only available through the WhatsApp Business API, not the WhatsApp Business app.

WhatsApp sales strategy: the detailed process
Before you start building your sales strategy, ask yourself: In what part of the sales process will WhatsApp be most effective?

There are seven steps in a typical sales process: prospecting, preparation, approach, presentation, handling objections, closing, and follow-up.

Here’s how you can use WhatsApp for each step.

Prospecting
Your sales team can use WhatsApp to reach out to potential leads in your target market. There are several ways to do so, including creating ads with click-to-chat links, sending newsletters with scan-to-chat QR codes, or adding WhatsApp chat widgets on your website.

Preparation
Before reaching out to prospects, your sales team needs to be prepared with information and peru whatsapp phone number context. Integrating WhatsApp with a CRM tool will give you just that, as the CRM will create a profile for each customer that contacts your business.

The profile will include all the personal information your team needs for contact, and they’ll also have access to all past interactions between the same customer and your business.

Approach
This step in the sales process is where the first real interaction happens. WhatsApp is an ideal channel for an informal yet professional introduction, helping your team form a connection with the customer and building trust. By starting with a friendly greeting, you can establish rapport quickly.

When a customer engages with your business, you can approach them using a similar message to this one:

“Hi [Name]! Thank you for reaching out to [Your Business Name]. We’re here to help with any questions or requests you have.”