CRM integrated with WhatsApp Business for sales management

Among the most useful features of WhatsApp Business is being able to manage sales directly through Callbell’s CRM, which allows you to organize your WhatsApp leads and create the sales funnel that best suits their needs.

You can start communicating via WhatsApp right away, simply create a free Callbell account and associate your WhatsApp Business API account. Then all you have to do is advertise this instant messaging channel and wait for potential customers to contact you.

Once the WhatsApp lead has been acquired, the Callbell algorithm will take care of assigning the chat to a sales agent in a totally automatic way. To do this, you must have invited your team to join the Callbell platform.

At this point, all you have to do is structure your sales team, which will be able to interact with your target audience, to offer them your products or services, and who will take care of finalizing the sale, through the functionalities of the platform.

Your sales team will be able to reply, through the integrated WhatsApp CRM  to potential customers who request information on products or services, offers, send documents, photos, videos or simply provide them with updates on the activity.

WhatsApp is a very powerful sales channel since it allows you to reach the potential customer anytime and anywhere, creating an informal communication relationship between user-brand. This allows you to build customer loyalty and significantly increase their life-time.

Your sales team will be able to use all the features of Callbell to carry out their activity, such as quick replies, which will make the conversation faster, the option to add user tags, who can then be categorized and identified more easily, or the possibility rename contacts, to be able to recognize them instantly.

Moreover, in Callbell’s CRM, your salespeople will be able to add internal notes to better manage a particular user thanks to internal communication. This will make chat management within the sales team much more efficient.

Our solution is highly flexible and easily adapts to a multitude of industries, from car dealerships to e-commerce. This is because WhatsApp is widely spread among users of any sector, and is accessible to everyone, without distinction.

All sales team members will be able to manage conversations remotely, and can access the Callbell dashboard by simply using the credentials created following the invitation on the platform. You will also have an accurate reporting section to analyze results and correct strategies.

You will find all this and much more within the Callbell platform. If you want to get more information on how to use our WhatsApp integrated CRM, we recommend that you read this article.

Using Callbell as CRM for WhatsApp Business

To improve the performance of your sales team you can use Callbell as a CRM for WhatsApp. Just sign in into the dashboard and, by clicking on the Contacts icon on the left of the screen (see screenshot), you will have the Contacts module available.

From here you can view all the information regarding your WhatsApp contacts, as well as other major messaging apps. In addition to viewing contacts, in this section you can edit custom fields, add notes or tags.

Through the Contacts module you will be able to search by name or phone number or filter contacts by tag, channel or assigned agent.

Finally, you can export your generated contacts at any time, and be able to view the history of past exports.