How to improve your sales with a CRM for WhatsApp

Introduction

With the new year comes naturally new goals. In such a competitive environment, staying on top of innovation is key to the survival of any business. In this article, we will understand how to improve your sales with a CRM for WhatsApp .

What is a CRM and why is it important?

A CRM , which stands for Customer Relationship Management , is a tool that allows you to manage your social media conversations in one place.

Managing conversations in one place is whatsapp blasting extremely useful, as your team will be more efficient. Instead of responding to messages on several social networks, you do it from a single interface.

Here, you can select conversations and organize them into custom sales funnels . You can even create groups and put conversations into each one. For example, you could create columns with the titles:

  • First contact.
  • Offer.
  • Conversion process.
  • After-sales service.

How to use a CRM for WhatsApp and increase sales

 

Let’s look at 10 strategies you can implement to increase your sales with a CRM for WhatsApp.

Use sales funnels

Sales funnels are one of the most powerful tools in any CRM.

This is a space where you can put your customers’ conversations at each stage of the customer journey :

  • Awareness.
  • Consideration.
  • Buys.
  • Retention.
  • Recommendation.

On this point, if we consider Leadsales , you will have access to custom funnels! This is great, as you can define yourself which stages you want to display.

For example, you could have How to improve your conversations broken down into these stages:

  • First contact.
  • Interested.
  • Advance payment.

Agenda for massive actions

With CRMs, it is possible to schedule how to build an email marketing list by purchasing databases your team’s internal tasks in one place.

Forget about outdated Excel files: Leadsales is the new Excel for your conversations.

In this way, all tasks (or at least the most critical and relevant ones for customer communication) can be managed from the CRM and thus make your team’s time more efficient.

Message Automation

Take advantage of CRM automation features to send automated messages via WhatsApp. This can include welcome messages, order confirmations, shipping updates, and other messages that improve the customer experience and maintain communication.

Customer Segmentation

Use information stored in CRM to usa lists segment customers based on their preferences, purchasing behaviors, and other relevant characteristics.

Then, personalize your WhatsApp messages based on these segmentations to offer specific offers and content that may be more relevant to each group.

Personalized Offers and Discounts

Use CRM information to offer personalized deals and discounts via WhatsApp. For example, if a customer has purchased certain products in the past, you can send related offers or specific discounts to encourage additional purchases.

Surveys and Feedback

Send surveys via WhatsApp to collect customer feedback. Use CRM to analyze responses and adjust your sales strategies accordingly. Direct feedback can help identify areas for improvement and better meet customer needs.

Integration with Payment Platforms

Integrate CRM with payment platforms and payment processors to facilitate transactions via WhatsApp. This can simplify the purchasing process for customers, which could increase conversions.

Sales Team Training

Use CRM to educate your sales team on customer interactions on WhatsApp. Provide insights into customer preferences, purchase histories, and any other relevant information so your team can customize their sales approach more effectively.

Benefits of a CRM

Now that you know how to improve your sales with a CRM for WhatsApp, let’s look at the main benefits of integrating this program into your business.

Efficient Contact Management

A CRM centralizes customer information, including contact details, interaction history, and preferences. This facilitates more effective contact management and improves teams’ ability to deliver personalized service.

Improving Internal Communication

By having a centralized platform, internal teams can collaborate more effectively. Sharing information about customers, transactions, and activities becomes easier, contributing to more efficient internal communication.

Automation of Repetitive Tasks

CRMs allow for the automation of various tasks such as sending emails, following up on leads, scheduling appointments, and more. This frees up time for employees to focus on more strategic and higher-value activities.

On the other hand, the CRM has an integrated chatbot that will allow you to automate messages such as:

  • Answers to frequently asked questions.
  • Welcome messages.
  • Away messages.

Sales Funnel Tracking

CRMs make it easy to track customers throughout the sales funnel. Sales teams can identify what stage each customer is in, anticipate their needs, and customize their approaches to close deals more effectively.

Analysis and Reports

CRMs offer robust analytical tools that enable managers and teams to evaluate sales performance, the effectiveness of marketing strategies, and other key aspects of the business. These analyses inform data-driven decision making.

This way, as a business, you will know what to focus on, so that resources are used more efficiently.

Improve Customer Experience

By having access to detailed customer information, teams can offer a more personalized experience tailored to their needs. This contributes to customer satisfaction and strengthens long-term relationships.

Increase in Customer Retention

An efficient CRM makes it easy to manage customer relationships even after the sale. Retention strategies, such as post-sale follow-ups and personalized offers, help foster customer loyalty and retain customers for the long term.

Adapting to market changes

The ability to collect and analyze data in real time allows businesses to quickly adapt to changes in the market, adjusting strategies and approaches as needed.

Most productive team

A CRM condenses all your potential clients in one place, and not only that. In this same place, you can also assign which collaborators on your team are assigned to which clients. This increases the productivity of your business.

The BEST CRM for WhatsApp

The answer is Leadsales . While there are certainly good CRM options on the market, your best option will always be Leadsales because of its high quality.

It is thanks to this quality that we build day by day, that we were chosen among 2,000 startups to work on the future of messaging with Meta (Facebook).

Among the options we offer that other CRMs do not , we have:

  • Sales funnels , to manage and organize conversations with your customers.
  • Massive actions to successfully implement strategies.
  • Improve customer service using conversational commerce strategies.
  • Message automation .

Conclusion

Well done! In this article, we learned strategies on how to improve your sales with a CRM for WhatsApp, as well as the main benefits of integrating this technology into your business.

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