Why WhatsApp fits sales teams
Sales teams need speed. WhatsApp automation reduces response time, keeps lead data organized, and ensures reps always follow up. Instead of managing scattered chats, you can centralize conversations in a WhatsApp CRM and automate the repetitive steps.
Lead capture workflows
Start with a lead capture workflow that automatically:
- Welcomes new inbound leads
- Confirms their inquiry
- Assigns them to the right rep
This approach improves first-response time and prevents leads from getting lost.
Qualification and routing
Use automation to ask qualifying questions and route leads based on criteria like budget, region, or product interest. You can also integrate with your existing CRM for full visibility.
Follow-up sequences
Missed follow-ups cost deals. Build a sequence that sends reminders at 24 hours, 3 days, and 7 days, then assigns a task to the rep if there is no response.
- Day 1: Quick check-in
- Day 3: Share a relevant case study
- Day 7: Offer a short call or demo
Pipeline handoffs
When a lead moves from SDR to AE, the full WhatsApp history should follow. Wonotify keeps the conversation tied to the lead record, so handoffs are seamless and informed.
Measuring success
Track key metrics such as:
- Response time per rep
- Conversion rate by stage
- Deal velocity and win rate
Learn more about WhatsApp CRM for sales and view case studies to see the impact.
