How to send a quote via WhatsApp to B2B customers? 6 practical and foolproof tips
Posted: Sun Dec 22, 2024 5:15 am
How can sending quotes via WhatsApp increase your sales? In the B2B business model, one minute of delay can mean one less sale. This is currently the reality for many B2B companies — and managers no longer know what to do to optimize their sales operations. But today we’re going to show you how to get around this situation.
What will you see in this article?
We will cover the best practices for sending quotes via WhatsApp and show you how it can be a great ally in your day-to-day life.
Furthermore, today we will show you how one of the most used applications by Brazilians can
help you create a good relationship with customers.
Finally, we will show you how the combination of commercial management tools, a bank of valuable information and interaction on WhatsApp transforms your company and maximizes sales.
Let's go!
Why is WhatsApp the favorite communication channel for B2B companies?
Using WhatsApp as a sales channel has become israel phone number whatsapp essential for those seeking faster communication with customers. After all, it allows you to send complete quotes and quickly respond to any questions that may arise during sales.
Furthermore, the application stands out in the market for allowing you to send photos, videos, audios and important links. It is very easy to use, completely free and brings the consumer closer to the company. This ensures that conversations are more frequent and are saved in the tool for long periods.
Unfortunately, WhatsApp should not be used to manage a company's sales. This is because the lack of a centralized database, the accumulation of messages received daily, and the difficulty in tracking the history of transactions directly harm your sales.
Therefore, avoid making a serious mistake in your management and use the app only as a direct communication channel with the customer. This way, you can combine the benefits of WhatsApp with tools that actually bring improvements to the management of your distributor's commercial processes.
Using WhatsApp in B2B sales: agility or chaos?
WhatsApp is a communication tool that has great duality in B2B sales. After all, it can be a great ally in communicating with customers while at the same time causing confusion in a company's commercial organization.
This happens because, in the app, you have no control over how many messages you will receive in a month and you cannot separate them between people who have already been converted into leads and those who are not yet customers.
Furthermore, sales information is not centralized; the manager cannot track the budget history, does not know how many orders are coming in and still risks losing all customer information if he no longer has access to the application.
Ultimately, the informality of the tool ends up causing problems in the long run. The lack of concrete information means that decisions are based on incomplete data. These flaws can lead to misunderstandings, lost negotiations, and even a loss of trust.
Why should B2B companies centralize all information in one place?
To have greater control over your operations and keep your business information organized, it is essential that you use a business management tool. After all, even though WhatsApp makes it easier to interact with customers, it does not have a database with a history of interactions, quotes, and orders.
Lack of information means that you and your sales team don't know what stage of the customer's buying journey they are at . This completely affects communication and causes sales to gradually decline.
Imagine the following scenario…
The representative sends a quote to their sales manager via WhatsApp, but the manager does not have easy access to the interaction history. This means they end up losing control over deadlines, discounts and other conditions previously agreed upon.
The lack of information not only compromises the efficiency of the sales process, but also harms the relationship with the customer, who expects clarity and speed in responses. Therefore, it is essential that you, as a sales manager, look for ways to get around this situation and keep WhatsApp only as a channel of interaction in your operation.
What will you see in this article?
We will cover the best practices for sending quotes via WhatsApp and show you how it can be a great ally in your day-to-day life.
Furthermore, today we will show you how one of the most used applications by Brazilians can
help you create a good relationship with customers.
Finally, we will show you how the combination of commercial management tools, a bank of valuable information and interaction on WhatsApp transforms your company and maximizes sales.
Let's go!
Why is WhatsApp the favorite communication channel for B2B companies?
Using WhatsApp as a sales channel has become israel phone number whatsapp essential for those seeking faster communication with customers. After all, it allows you to send complete quotes and quickly respond to any questions that may arise during sales.
Furthermore, the application stands out in the market for allowing you to send photos, videos, audios and important links. It is very easy to use, completely free and brings the consumer closer to the company. This ensures that conversations are more frequent and are saved in the tool for long periods.
Unfortunately, WhatsApp should not be used to manage a company's sales. This is because the lack of a centralized database, the accumulation of messages received daily, and the difficulty in tracking the history of transactions directly harm your sales.
Therefore, avoid making a serious mistake in your management and use the app only as a direct communication channel with the customer. This way, you can combine the benefits of WhatsApp with tools that actually bring improvements to the management of your distributor's commercial processes.
Using WhatsApp in B2B sales: agility or chaos?
WhatsApp is a communication tool that has great duality in B2B sales. After all, it can be a great ally in communicating with customers while at the same time causing confusion in a company's commercial organization.
This happens because, in the app, you have no control over how many messages you will receive in a month and you cannot separate them between people who have already been converted into leads and those who are not yet customers.
Furthermore, sales information is not centralized; the manager cannot track the budget history, does not know how many orders are coming in and still risks losing all customer information if he no longer has access to the application.
Ultimately, the informality of the tool ends up causing problems in the long run. The lack of concrete information means that decisions are based on incomplete data. These flaws can lead to misunderstandings, lost negotiations, and even a loss of trust.
Why should B2B companies centralize all information in one place?
To have greater control over your operations and keep your business information organized, it is essential that you use a business management tool. After all, even though WhatsApp makes it easier to interact with customers, it does not have a database with a history of interactions, quotes, and orders.
Lack of information means that you and your sales team don't know what stage of the customer's buying journey they are at . This completely affects communication and causes sales to gradually decline.
Imagine the following scenario…
The representative sends a quote to their sales manager via WhatsApp, but the manager does not have easy access to the interaction history. This means they end up losing control over deadlines, discounts and other conditions previously agreed upon.
The lack of information not only compromises the efficiency of the sales process, but also harms the relationship with the customer, who expects clarity and speed in responses. Therefore, it is essential that you, as a sales manager, look for ways to get around this situation and keep WhatsApp only as a channel of interaction in your operation.