5 Ways to Use WhatsApp to Close More Deals & Win in Sales With WhatsApp

Closing deals on WhatsApp means real-time and personalized communication with customers, but are those enough to guarantee you success? While they’re key to building strong customer relationships, WhatsApp has a lot more to offer, like business features and integrations.

In this guide, we’ll tell you how to use WhatsApp to close more deals, improve your sales process, and create a flawless customer experience.

How to close deals on WhatsApp #

Here are some practices to help you close deals on WhatsApp:

Personalize your outreach #

Generic messages can put off customers during the sales process, and luckily, WhatsApp gives you an ideal chance to personalize your outreach. It provides real-time communication where you can respond to customers quickly and customize the messages according to their pain points and stages in the sales funnel.

For example, if a customer is hesitant about pricing, you could say:

“Hi [Name], I understand pricing is a big decision. Let me show you how [Product Name] can save you [specific benefit, e.g., time or costs] in the long run. Would you like to see a breakdown or hear how another client in your industry benefited?”

Personalized communication shows you understand the customer’s challenges, builds trust and loyalty, and increases your chances of closing a deal.

Follow up in a timely fashion #

Letting leads go cold is the main reason behind many failed deals, and WhatsApp helps you avoid it. Using the platform, you can reach out to customers after a product inquiry, conversation, or even missed call. Unlike emails and other slow communication methods, WhatsApp prompts customers to reply immediately, or at least open the message, which increases your chance of getting a reply.

An example of this is following up with a customer after a demo call with them. For instance, you can send a message like:

“Hi [Name], did you get a chance to check out the demo? I’d love to answer any questions you have or help you get started.”

This makes it easier for customers to take the next step, which might encourage them to seal the deal with your business.

Integrate WhatsApp with your sales tools #

If you use the WhatsApp Business API, you can integrate WhatsApp with other sales tools in your tech stack, which can help you work more efficiently. You can integrate WhatsApp with CRMs, workflow automation tools, collaboration tools, scheduling tools, and more.

Integrating WhatsApp with your CRM and automation tools helps you centralize your customer data, keep your sales process organized, and automate redundant tasks. For example, you can automate lead assignment, follow-ups, and data entry.

By syncing WhatsApp conversations with your CRM, every time a customer contacts your business, their data and conversations get automatically logged into the CRM. This helps your team gain context before re-engaging with customers and helps you track the team’s performance.

Guide your customers through the sales funnel #

WhatsApp gives you a chance to smoothly move your prospects through the sales funnel, all the way from awareness and consideration to decision-making. To use this chance well, you need to give your customers a clear call-to-action to follow after each step.

So if a customer is ready to close, you need to follow up with a message like this:

“Here’s the link to finalize your order: [Link]. Let me know if you need help or have any questions before completing it.”

Making the next step easy to take increases the chances of the customer actually taking it.

Use WhatsApp Business features #

If you’re using the WhatsApp Business app, you have access to a few helpful features that can help you close more deals, which include automated greetings and away messages, product catalogs, and broadcast messaging.

You can use automated greetings and away messages to respond instantly to prospects, even when your team is unavailable. As for the product catalog, it helps you showcase your products directly in the chat, making it easier for customers to browse and inquire.

Broadcast messaging can help you reach multiple customers at once, and the message will still feel personal because each customer will get it in their individual inbox, not in a group.

By using these features, you can boost customer engagement, which naturally leads to more successful deals and increased sales.

Handle objections with empathy #

To close deals, you’ll have to address many objections first. Not all leads are ready to commit immediately, and many may have valid questions about pricing, features, or the value your product provides.

Luckily, WhatsApp lets you handle these objections in real-time. By empathizing and customizing your responses according to the customers’ pain points, you can build trust and reassure your leads about any concerns they have. As a result, they’ll be more likely to go through with the purchase.

5 WhatsApp features to help you close deals #

Here are 5 WhatsApp features that can help you close more deals.

1. Voice calls #

Use it to build trust & rapport.

In June 2024, WhatsApp introduced voice calls, which is an excellent feature for building trust and rapport with your clients. They add a personal touch that text messages can’t match.

You can use voice calls to follow up on conversations, clarify details, and show your enthusiasm and commitment.

This real-time, direct communication can strengthen customer relationships and help you move the deal forward.

2. Group chats #

Use it to address objections and concerns.

Another newly introduced feature, group chats, is perfect for addressing objections and concerns in a collaborative setting.

By including all decision-makers in a single group chat, you ensure that everyone is on the same page. This transparency helps in quickly resolving any issues and reassures potential clients that their concerns are being heard and addressed promptly.

3. Broadcast lists #

Use it to provide value and create urgency

WhatsApp Broadcast allows you to send personalized messages to multiple prospects without them knowing it’s a bulk message. It makes it easier to inform customers about new features or send them exclusive offers.

4. CRM integration #

Use it for efficient management of the sales pipeline

With a WhatsApp CRM integration, every conversation with a prospect or customer is automatically logged in your CRM, ensuring no details slip through the cracks. This gives you a bird’s eye view of all interactions, making it easier to track progress and prioritize leads.

Automated workflows can also simplify your sales processes. For example, you can set up triggers to create new deals in the CRM when a customer inquires via WhatsApp or send follow-up reminders to sales reps based on the status of the conversation.

CRM integrations are available through the WhatsApp Business API, so they require a little extra investment to deploy, but they can be a great way to help your sales team spend less time on manual data entry and more time building relationships and closing deals.

5. Team collaboration features #

Use it for post-sale support and follow-ups

Team collaboration features, such as team assignments, notes, and mentions, ensure that your clients receive post-sale support and follow-up services efficiently. For example, assigning specific team members to handle client interactions ensures that every customer gets a consistent point of contact, reducing confusion and building trust.

Meanwhile, features like notes and mentions allow your team to share important details internally, ensuring smooth handovers and continuity in communication.

Using a WhatsApp team inbox will help your team maintain smooth collaboration, making it easier to track client interactions.

Why use WhatsApp to close deals #

Using WhatsApp to close deals increases your chances of success, but why? Here are the reasons it’s the right move.

Real-time communication #

WhatsApp allows instant interactions with prospects, which helps sales teams answer questions, address objections, and move deals forward without delays. The real-time nature of the platform can shorten the sales cycle compared to traditional communication methods like email. Naturally, this prevents prospects from losing interest while moving through the sales funnel.

An example of this is when a lead asks about pricing or availability. You can respond immediately with customized answers, keeping the customer engaged and increasing the chances of a successful deal.

Business features for better organization #

WhatsApp Business provides features that can make your sales process more organized. It provides labels that you can use to categorize your customer conversations according to stage or priority. Also, it provides product catalogs for an easier shopping experience and quick replies for faster responses without distracting the team.

For instance, when a lead asks about payment methods, a sales agent can instantly send a pre-saved quick reply with all the details instead of typing it out repeatedly.

Better customer experience #

Communicating over WhatsApp gives your customers a better experience because it’s fast and engaging. You also guarantee that the message will get delivered and not end up in a spam folder, like in emails. Plus, its automation features let you engage with customers without adding extra work for your team.

Your customers can quickly ask questions, get updates, or solve issues without waiting. This means happier customers and a smoother sales process for everyone involved.

Conclusion #

To get the most out of WhatsApp while closing deals, you need to personalize your messages, follow up with customers, use business features, and integrate WhatsApp with your sales tools. Some features that can help you are voice calls, group chats, broadcast lists, and CRM integrations.

By following these steps, you can build stronger relationships with customers and get a step closer to sealing the deal.

To learn more about using WhatsApp for sales, check out this guide.

Frequently asked questions #

About the author

Hania Elmessiry

Hania is a content writer with four years of experience, driven by deep passion for writing and reading. She helps B2B companies market their products and boost their sales using one of the most powerful tools of mankind: words. Writing has always been her way of connecting with people, sharing her ideas, and leaving an impact.

@Hania Elmessiry on LinkedIn