Anyone who works in the Commercial, Sales and/or Financial department of a business knows very well how preparation and submission of proposals, budgets and quotes It can be exhausting and time-consuming. Especially when the potential client doesn't know exactly what they want; the chances of closing are slim, which can ultimately demotivate the team.
So imagine have an automated way to generate quotes and value proposals and forward them automatically for each user?! Better: create an experience of interaction and conversation that allows the user to inform their needs and obtain a personalized quote in seconds!
We are talking about using WhatsApp (more specifically, WhatsApp Flows) to create a quotation journey within the flow of a conversation. Below, you'll find a step-by-step guide and a clear example of how to do this.
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WhatsApp Flows and Quotes
Firstly, it is important to say that Automated quoting works primarily for businesses with variable value formatting in the face of adding/removing certain features and functionalitiesIn other words: if your business builds a budget based on the features and services purchased by the customer, this quote process will work very well for you.
This is important to emphasize, as it's known that some types of businesses have dynamic pricing variations that aren't directly tied to the size of a project and/or the resources contracted. For these more specific proposals, an automated quoting process may not be the best strategy.
That said, it is also always important to point out that we will use the WhatsApp Flows, exclusive resource of WhatsApp Business, accessible on your WhatsApp Manager. Flows enables companies to achieve better performance by creating more integrated and personalized experiences in the application. You must follow the commercial messaging policies from WhatsApp and enable business-initiated messaging in the Business account.
Once in WhatsApp Flows, start by selecting the quotation modality within marketing messages.
Start defining an entry point for the quotation journey, whether it's automatic triggering for an interested customer or making the service available within your digital service menu.
For example purposes, we'll use a home insurance company and a pay-TV provider, both submitting their respective proposals. Follow along.
EXAMPLES – ENTRY POINT:
Protect your home
Coverage of what really matters with home insurance guarantee.
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Build your plan
Programming for the whole family! TV Box+ guarantees endless fun! Create your plan.
Entry point messages end with a button that when clicking starts the journey on WhatsApp FlowsHere you can build your "flow" on pages, enabling the collection of information needed to create a budget. See below:
EXAMPLE 01 – FLOW 1:
Your Data
[Name]
[Address]
[CEP]
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EXAMPLE 02 – FLOW 1:
Share your data
[Name]
[WhatsApp]
[CEP]
After data collection, we continue with the area of offer/plan customization:
EXAMPLE 01 – FLOW 2:
Your coverage
Select the coverage plans you wish to purchase below:
( ) Fire and Theft
Protect your home from incidents such as theft and fire.
( ) Natural Disasters
Protect your home against natural disasters including earthquakes, floods, and storms.
( ) Legal Liability
Protect yourself from legal liability.
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EXAMPLE 02 – FLOW 2:
Your plan
Select your preferred channels/programming below:
( ) Cinema+
60 movie channels
( ) Sports+
15 sports and competition channels
( ) Family+
25 programming channels for the whole family
( ) Total+
Complete plan! Endless entertainment.
The selection of options made by the user therefore generates a budget/proposal in the next window. You can end your journey here, or better yet: offer it to possibility of hiring and payment over here. Follow along.
EXAMPLE 01 – FLOW 3:
Your proposal
Total value
[R$ 1,549.00]
Payment methods
Select a payment method
( ) Monthly
( ) Annual (Save R$ 249)
R$ 258.16 per month
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EXAMPLE 02 – FLOW 3:
Your proposal
Monthly value
[R$ 559.90 per month]
Payment methods
How do you want to pay?
( ) PIX
( ) Credit card
( ) Bank slip
The journey within WhatsApp Flows ends at this moment with return to the conversation window with the quote/budget summary generated and the option, for example, to proceed to payment. Depending on your integrations, you can also generate a PDF or official document with the selected proposal.
Below is an example of a quote journey in WhatsApp Flows:
WhatsApp Business API
As we said the WhatsApp Flows integrates WhatsApp Business, a professional version of the messaging app. With it, in addition to the quotation journey, you can also create and make available different services, such as registrations, scheduling, payment reminders, between others.
THE WhatsApp API further elevates the app's professional user experience by enable, for example, the automation of messages with the addition of Chatbots and Voicebots acting as customer service agentsthe personalized of your business.
Get started with WhatsApp Flows today! Learn more about the WhatsApp Business API – talk to a Consultant Matrix and find out more: 0800 604 5555
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