With a vast user base of billions of monthly active users, WhatsApp offers a unique opportunity to engage potential customers more personally.

Several businesses operating in countries where people prefer WhatsApp over other messaging apps use it as a sales channel. It lets them leverage the application’s personal touch to engage prospects and close more deals

Let’s take a look at how you can leverage the app’s full potential, turning it into a sales machine. 

4 steps to make WhatsApp a sales machine

To turn WhatsApp into a sales machine, you need it to cater to all four stages of the WhatsApp sales funnel: attention, interest, decision, and action. 

WhatsApp, as a standalone application, can navigate a potential customer through all these stages. However, when the number of leads and prospects increases, the app becomes cluttered, and you start losing focus on conversations that matter. 

Cooby, a WhatsApp productivity solution for sales teams, helps you be more focused and prioritize conversations better. 

1. Prioritize conversations to gain your focus back

When you use WhatsApp day in and day out to talk to leads and prospects, it becomes cluttered with numerous chats, leaving you wondering what chats you should prioritize first.

Every chat popping up in your inbox pulls your attention toward it, making you cluelessly respond as they come in. Cooby pulls you out of the clutter so you can focus on conversations that matter the most for your business.

Cooby lets you reach Inbox Zero every day. You can snooze conversations if they aren’t a priority, set a time when they pop back into your inbox, and close priority chats after responding. It lets you get to conversation per your priority, giving the required focus and attention to conversations that matter the most.

See Inbox Zero in action

Wen Shaw, Co-Founder and CEO of Cooby, says, “Inbox Zero isn’t about counting messages in your inbox; it's about liberating your mind from the inbox's clutches so you can think, create, and live without digital distractions.” 

2. Organize chats for better personalization

Organize your inbox into tabs like leads, prospects, and opportunities using Cooby. This triaging is based on the stage of a potential buyer in the funnel. This way, you can personalize better when you broadcast marketing messages to them. 

For example, people in the opportunity tab will benefit from case studies, limited-time deals, and discounts, among other things.  You can broadcast messages to these chats in the opportunity tab with the required personalization. 

You can write and personalize the message with the contact's display name to share it with all contacts in a tab. Cooby will automatically put the appropriate name of the person, making recipients see it as a message individually sent to them. 

Disclaimer: Avoid broadcasting messages to several chats at once. Manage the volume of messages you send to avoid the risk of getting banned by WhatsApp. 

This way, you can personalize the right messaging for every tab, helping you manage and converse with multiple people in a tab simultaneously. Moreover, organizing conversations in a tab will help you prioritize the ones closer to converting into paying users. 

3. Engage and convert collaboratively

As a salesperson, you have the knowledge and skills to push your pipeline forward. But sometimes, the push from sales alone isn’t sufficient to take potential buyers toward conversions. 

You need a collaborative effort to close deals. For example, if you’re selling a course, the prospect might be interested in more technical details of it known to a subject matter expert. With Cooby, you can tag the subject matter expert (SME) on prospects' WhatsApp chats without them knowing it. 

This way, sales, and SMEs can collaborate to better support prospects with complicated queries, avoiding many back-and-forths in which sales end up acting as a bridge in the middle. 

Cooby lets you take notes on WhatsApp conversations, assisting the whole team in being on the same page. Anyone can take over if the engaged salesperson cannot attend to a conversation for any reason. 

4. Integrate with HubSpot and Salesforce CRM

Usually, WhatsApp isn’t the only channel where you converse with potential customers. The conversations live on WhatsApp, emails, SMS, phone calls, and social media. You need to get these interactions together to get the complete picture of your customers. Customer relationship management software like HubSpot and Salesforce are the platforms where you can see the full picture. 

Cooby syncs WhatsApp chats with HubSpot and Salesforce, giving CRMs complete visibility over what’s happening on WhatsApp. It lets users update CRM tasks from WhatsApp, giving them more time to focus on pursuing sales rather than doing administrative work. 

You can easily log sales activity on CRM through WhatsApp and update contact details and stages. Cooby supercharges WhatsApp for sales use cases, giving teams time and focus to expedite their pipelines and drive more revenue. 

Why You Should Prefer WhatsApp for Sales Over Other Channels

WhatsApp can become a powerful business sales tool that seamlessly takes your buyers from attention to decision stages. Here's how:

  • Direct communication. Helps you directly chat with customers, answering questions and addressing concerns quickly. This builds trust and encourages sales.
  • Broadcast lists. You can simultaneously send updates about new products, special offers, and events to many customers, keeping them engaged and informed.
  • Personalized messages. By segmenting the audience, you can send personalized messages that cater to specific customer needs and interests, increasing your chances of a sale.
  • Catalog feature. Showcase your products or services in a catalog within the WhatsApp Business app, making it easy for customers to browse and purchase without leaving WhatsApp.
  • Order updates. You can use WhatsApp to provide order updates and tracking information, keeping customers informed and satisfied.
  • Collect feedback. After a sale, you can ask for feedback via WhatsApp, helping your team improve services and products based on customer input.
  • Integrations. Integrate WhatsApp with CRM systems to keep track of customer interactions and sales data, making it easier to follow up and manage relationships.

Supercharge your WhatsApp for Sales

WhatsApp, as a standalone tool, might seem a little clumsy and cluttered for high-velocity sales. However, with tools like Cooby, you get a supercharged WhatsApp for the sales use case. Cooby is built for sales teams that interact with their clients and customers primarily on WhatsApp, giving you the features that push your productivity upward daily

Make WhatsApp work for you when you work consistently toward closing deals. Use Cooby to make a WhatsApp sales machine for your business. 

Take a free trial and see how Cooby empowers you to win at sales.

"Cooby created a massive impact on our business. Our teams became more efficient and effective in managing clients on WhatsApp."

Pascal Lammers
Head of Digitization, Mission Mittelstand GmbH

Sobre o autor

Sagar Joshi
Content Marketing Manager at Cooby

Sagar Joshi strongly believes that content marketing is a way of helping people. It motivates him to write well-researched content pieces on sales, marketing, and customer experience. In his free time, you can find him reading a book, learning a new language, or playing badminton.

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