The art of closing deals using WhatsApp

Miodrag Magyar
Last updated September 2, 2023
The art of closing deals using WhatsApp

Digital platforms are quickly overshadowing traditional channels of communication. Among these, WhatsApp has emerged as a versatile tool for businesses, serving as an essential channel to nurture leads, interact with customers, and, most crucially, close deals.

Here’s a comprehensive look at how to use WhatsApp Business to close deals.

Understanding the WhatsApp Business Platform/API

WhatsApp Business offers businesses access to a range of powerful features through its API. By integrating it into your customer relationship management system, you can automate conversations, track customer interactions, and streamline your sales processes.

The WhatsApp Business Platform/API doesn’t have a user interface, so to use it, you’d need to connect it to a customer communications platform like Rasayel. Selling over WhatsApp is easy with tools and features like:

Rasayel platform for WhatsApp

Develop a sales close plan

Map out the specific steps, techniques, and timelines needed to move a prospect from initial interest to a finalized deal. Developing a sales close plan involves understanding the customer’s needs and pain points, crafting a tailored solution that emphasizes the unique value of the product or service, and determining the optimal timing and method for presenting the closing offer.

A well-crafted sales close plan also anticipates potential objections and prepares appropriate responses, ensuring that the sales team is equipped to handle any hurdles that may arise during the closing process.

Here’s a general outline:

1. Lead identification and qualification

  • Objective: Identify potential customers and qualify them based on their interests and fit.
  • Action steps: Use WhatsApp to generate leads, evaluate their needs, and identify serious prospects.

2. Initial engagement and needs assessment

  • Objective: Establish a connection and understand the customer’s unique needs.
  • Action steps: Reach out through WhatsApp, ask open-ended questions, and identify key decision-makers.

Asking open-ended question on WhatsApp to understand customer’s needs

Conversation in Rasayel.

3. Product or service presentation

  • Objective: Demonstrate how your product or service solves their specific problem. Using multimedia such as videos and photos can make this demonstration more engaging and vivid. The goal is to visually show the client how the solution works in a real-world context.
  • Action steps: Create customized presentations or demonstrations, and highlight unique selling points.

4. Proposal and quote submission

  • Objective: Provide a detailed proposal that aligns with their needs and budget.
  • Action steps: Tailor the proposal to address specific pain points, include pricing, and terms.

5. Negotiation and objection handling

  • Objective: Address any concerns or objections and negotiate terms if necessary.
  • Action steps: Prepare for common objections, be ready to negotiate terms, and maintain a collaborative approach.

6. Closing the sale

  • Objective: Obtain a commitment and close the deal.
  • Action steps: Confirm the agreement, ask for the sale directly, prepare the necessary paperwork.

Customer quotation

7. Onboarding and post-sale engagement

  • Objective: Ensure smooth transition and build a long-term relationship.
  • Action steps: Guide them through the onboarding process, provide support as needed, and maintain regular communication for upsell or referral opportunities.

Read our recent post: How to create a sales funnel on WhatsApp?

Key considerations when using WhatsApp in sales

Integrating WhatsApp into your sales strategy can transform your engagement with prospects and clients, making the entire process more dynamic and effective. Here’s what you need to consider:

Factors influencing the buyer’s journey timeline

The timeline will vary depending on the product, service, and the buyer’s journey. It is a variable aspect that depends on factors such as the complexity of your product or service, the customer’s awareness, and education, the decision-making process, the use of technology, customization, and ongoing post-sale engagement.

Personalize your WhatsApp messages for better engagement

Using WhatsApp message templates with placeholders and variables for customers’ names, the products they are interested, and other relevant data will make your WhatsApp interactions more personal, increasing the chances for sales and retention. Using interactive elements such as quick replies or buttons with links will additionally increase customer engagement.

Personalization of customer communications using Rasayel’s template creator

Use a WhatsApp chatbot to automate answering customers

You can create personalized and sophisticated chatbots that engage customers 24/7. You can easily create a WhatsApp chatbot in Rasayel that can be integrated seamlessly into various stages of the sales funnel, from lead generation to closing, ensuring consistent and meaningful interaction with prospects.

Conversation with a WhatsApp chatbot

Best part?

You don’t have to be a tech person to use our chatbot builder. It’s easy as building a Lego robot.

A chatbot flow created in Rasayel’s chatbot builder.

WhatsApp supports rich media

Images, videos, PDFs, and voice messages can all be sent via WhatsApp Business Platform/API. Using multimedia messaging enhances customer engagement by providing captivating and clear communication. It allows for a more personalized experience, increased efficiency in sharing vital documents, and superior customer support.

Multimedia WhatsApp message

Agent collaboration

Notes and Mentions in Rasayel allow sales agents to communicate and collaborate without the client’s visibility.

Agent collaboration using notes and mentions in Rasayel

Effective follow-ups

Automated messages and reminders allow you to follow up on a lead without being intrusive.

Interactive WhatsApp message


Monitor success at each stage and adapt as necessary.

Analytics report in Rasayel

Analyzing and improving

Rasayel gives you insights into message delivery, reads, and interactions allowing you to improve your approach continually.

Analytics report for a campaign in Rasayel


The integration of WhatsApp Business into a sales strategy isn’t just a trend; it’s a powerful method that aligns with the contemporary way of doing business. By focusing on personalized communication, utilizing multimedia, timely follow-ups, and leveraging the analytic capabilities, businesses can effectively and efficiently close deals.

In a competitive marketplace, the human touch, facilitated by technology, can make the difference between a deal won and a deal lost. Embrace the art of closing deals with WhatsApp, and make this potent tool a cornerstone of your business’s success strategy.

Learn more

If you'd like to learn more about how WhatsApp can help you grow your business, please reach out to us on WhatsApp at +13024070488 (Click to chat now).

We also offer a free consultation session where we review your use case, answer any questions about WhatsApp, and help you build a strategy to make the best out of the platform. Book a call with us here. We'd love to speak with you:

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About the author
Miodrag Magyar

Miodrag brings over 15 years of hands-on experience in content writing and marketing, with a talent for making even the trickiest topics clear and interesting. His passion lies in guiding businesses to effectively utilize WhatsApp to build stronger customer relationships and drive results. With an eye for detail and a heart for storytelling, he’s here to show how effective WhatsApp communication can boost sales and enhance customer engagement.

@Miodrag Magyar on LinkedIn