WhatsApp is an instant messaging application that allows communication between people and businesses in a fast, easy, and secure way. It can be used for various purposes, such as marketing, sales, customer service, and also for financial purposes, such as sending proposals and quotes.
Sending quotes via WhatsApp is a way to streamline the negotiation process, increase customer conversion, and improve customer relationships.However, for this strategy to be effective, it is necessary to follow some best practices, such as:
Request the customer's WhatsApp number.Before sending a quote, it's important to ask the client for permission to contact them via WhatsApp, respecting their privacy and preferences. Additionally, you need to verify that the number is correct and that the client received the message.
Customize your budget: When sending a quote via WhatsApp, it's necessary to personalize the content, using the client's name, company name, logo, date, validity, items, prices, payment terms, and other relevant details. It's also recommended to use a cordial, polite, and professional tone, avoiding spelling and grammar errors.
Use appropriate formats: It's necessary to choose the most appropriate format for the type of service or product offered. For example, if the quote is simple, it can be sent as text, image, or audio. If the quote is complex, it can be sent as a PDF, spreadsheet, or video. The important thing is that the format is legible, organized, and attractive to the client.
Monitor the budget: After sending a quote via WhatsApp, it's necessary to monitor its status, checking if the client has opened, read, and responded to the message. It's also important to answer questions, negotiate, and request client feedback. Furthermore, it's crucial to respect the quote's validity period and send reminders or special offers to encourage a purchase decision.
Why is it important to use WhatsApp to send proposals and quotes?
Using WhatsApp to send proposals and quotes is a way to improve your business because it can:
Bringing the customer closer to the company: WhatsApp enables more personal and direct communication with the customer, generating trust and loyalty. Furthermore, it allows the use of features such as audio, video, and emojis to make the conversation more dynamic and humanized.
Streamline the sales process: The app allows you to send quotes in real time, without relying on email or customer calls. It also allows you to answer questions, negotiate, and close sales directly through the app, reducing the time and cost of the sales cycle.
Improve the conversion rate: WhatsApp makes it possible to send personalized quotes, taking into account the client's needs, preferences, and profile. It allows the use of appropriate formats, such as text, image, PDF, or video, to present the product or service in a more attractive and compelling way.
Therefore, using WhatsApp to send quotes is a way to leverage the app's potential to increase sales, improve customer service, and build customer loyalty. But for this strategy to be effective, it's necessary to follow some best practices, such as requesting the customer's WhatsApp number, customizing the quote, using appropriate formats, and following up on it.
How can Matrix Go's WhatsApp API help?
The WhatsApp Business API of Matrix Go This solution allows you to integrate WhatsApp into your management system, automating the sending of quotes and other messages to your clients. With the WhatsApp API, you can send bulk, personalized, and interactive quotes, saving time, money, and resources.
Furthermore, the API offers automated response capabilities, user metrics, segmentation, conversation history, and more. With more information at hand, it becomes easier to choose the most appropriate approach.
Speak with a Matrix Go consultant and discover the best solution for sending proposals and quotes.
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