7 Proven Sales Tips to Sell on WhatsApp in 2024

Running sales on WhatsApp is more than just sending messages—it’s about using the platform’s full arsenal of tools and features to get the best results from your sales strategy. After working with numerous businesses and seeing what truly works, we’ve compiled 7 best tried and tested tips to grow your sales on WhatsApp in 2024.

This article focuses mostly on the WhatsApp Business Platform, although some of the tips listed here can be used with the WhatsApp Business App as well. If you’re unsure what the differences are between the app and the platform, we compared the WhatsApp Business App vs. WhatsApp Business API to help you decide which is better for your business.

Let’s dive into each tip and see how you can benefit from the sales techniques used by other companies. Let’s get started.

1. Connect WhatsApp with your CRM #

The programmable nature of the WhatsApp Business Platform lets you connect it to virtually any business tool you’re using. Integrating WhatsApp with your CRM will give you full control over your sales process.

This helps with the following:

• Improved tracking of leads moving through your sales funnel.
• Faster & more efficient conversions with automated workflows.
• A full overview of how your agents and overall sales strategy.

How Rasayel helps:

Rasayel integrates with the most popular CRMs, so you don’t need to hire a tech team or code the integration yourself. You can connect WhatsApp with HubSpot, Pipedrive, or (soon) Salesforce.

You can use Zapier to connect Rasayel to over 6000 apps and platforms, and if that’s not enough, you can use our REST API to build your own integrations.

With our deep CRM integrations, you can set up automated workflows that trigger from specific events, such as:

• Changes to contact properties
• Specific customer actions
• Date-related events

You can use these workflows to automate things like:

• Lead qualification and distribution
• Period follow-ups
• Onboarding new customers
• Running re-engagement campaigns

Our CRM integrations allow you to message leads directly from your CRM so you don’t have to switch between platforms. All customer engagement is automatically logged, so you can build detailed reports for customer activity, messaging results, or agent performance.

2. Qualify Leads with a Chatbot #

How much time does your team spend figuring out which leads are most promising? What if they could use that time for selling? Set up a chatbot to handle initial interactions, from lead generation to qualification and distribution.

This helps with the following:

• A WhatsApp chatbot can ask essential questions to determine a lead’s potential right at the beginning.
• Your team can focus on closing deals rather than sifting through unqualified leads.
• Chatbots can engage with leads instantly, reducing wait times.

How Rasayel helps:

Creating a chatbot in Rasayel is as easy as building a Lego piece. The drag-and-drop interface allows you to build and customize chatbot flows in minutes. The chatbot can ask qualifying questions, send WhatsApp flows to gather information, designate data attributes for effective customer segmentation, and assign prospects to the most appropriate team or agent.

3. Re-engage with Dormant Leads #

Dormant leads don’t have to stay dormant forever. With automated follow-ups and broadcast messages, you can bring them back into your sales funnel. Broadcast messages are perfect for announcements, promotions, or any updates you want to share with a broad audience.

This helps with the following:

• Inactive leads are reintroduced into your sales funnel.
• More people see your offers and updates.

How Rasayel helps:

You can set up automated “Sequences” to nurture leads over time. A sequence in Rasayel is an automated series of WhatsApp templates sent with delays between each message.

4. Personalize WhatsApp Engagement #

Does anything feel more personal than calling someone by their name and remembering their past purchases or what they were looking for? WhatsApp allows that human touch in communication.

This helps with the following:

• Personalized messages resonate better.
• Customers feel valued and are more likely to buy.

How Rasayel helps:

Our CRM integration with WhatsApp will help you identify your client’s needs faster than saying “How can I help you?” Customer segmentation lets you categorize your audience based on purchase history, style preferences, geographical location, or any other data attribute relevant to your audience. Once you have your contact list neatly organized, you can send messages that speak directly to each customer.

If you want to send bulk messages on WhatsApp, you need to create template messages in advance and submit them to WhatsApp for approval. While this process can often be tedious and time-consuming, Rasayel turns this typically painful task into a delightful experience. Our AI assistant automatically fills in the required information for you and even flags anything that could cause your template to be rejected.

Need a template fast? We’ve got you covered! We’ve gathered a list of approved WhatsApp message templates to save you time and effort.

5. Attract New Leads from Ads Directly to WhatsApp #

By using click-to-WhatsApp ads, you can attract new leads and start conversations instantly, right where they feel most comfortable. These ads allow users to engage with your business by simply clicking on an ad, which opens a WhatsApp chat with your team.

This helps with the following:

• Increase your outreach.
• Prospects can reach out to you instantly.

How Rasayel helps:

With Rasayel, you can manage these interactions efficiently and set up a chatbot to engage leads immediately.

6. Automate Appointment Scheduling #

Managing appointments and sending reminders manually can be time-consuming and prone to errors. By automating these processes through WhatsApp, you can reduce no-shows.

This helps with the following:

• Keep customers aware of their scheduled appointments.
• Customers appreciate the convenience of receiving timely reminders

How Rasayel helps:

Thanks to our Calendly integration with Zapier, when someone schedules a meeting with any of your agents, they immediately receive a confirmation message on WhatsApp. After that, you can set up an automated response, trigger a chatbot, or respond to the lead directly.

7. Provide Exceptional Customer Support via WhatsApp #

WhatsApp is where your customers are most active throughout the day, so why not offer them personalized customer support on their favorite app?

This helps with the following:

• Improve customer experience and build trust.
• Faster issue resolutions.

This direct and personal communication with customers seeking support is a great channel to double down on your efforts to build rapport and deepen relationships. By resolving issues quickly and efficiently on WhatsApp, you create opportunities to ask for referrals. Satisfied customers are more likely to recommend your service to others.

How Rasayel helps:

The WhatsApp Business API allows multiple agents to collaborate and resolve customer issues. With Rasayel, agents can use notes and mentions to add context to conversations and easily involve the right team members.

Our AI Assistant, integrated into your chatbot flows, can answer customer questions independently. When the AI support agent encounters a question it can’t answer, it simply hands over the conversation to a human agent, so your customers receive support accurately and on time.

Conclusion #

From integrating with your CRM to automating customer interactions and providing personalized support, these tips to grow your sales on WhatsApp will help you connect with customers more effectively and close deals faster.

Whether you’re re-engaging dormant leads or attracting new ones, each tip is designed to give your business a competitive edge. With Rasayel, you have the tools and support to implement these strategies smoothly, setting the stage for impressive sales growth in the year ahead.

Frequently Asked Questions #

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