How to sell on WhatsApp? Steps and tips to achieve it

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If you’re already familiar with WhatsApp Business, you know it’s a powerful tool for sharing essential information like business hours, product catalogs, addresses, and website links. But how can you leverage it to actually sell on WhatsApp and turn customers into loyal buyers?

Companies of all sizes have discovered that by applying specific techniques and making the most of how WhatsApp Business works, they can increase their sales and build customer loyalty.

If you’re ready to learn how to sell effectively on this platform while ensuring customer satisfaction, you’re in the right place. Below, you’ll find techniques, tips, and strategies to elevate your sales game—let’s get started!

How to sell a product on WhatsApp?

Selling products through WhatsApp has become a critical strategy for businesses, especially in a fast-paced world where direct communication can be the difference between closing a sale and losing a customer.

WhatsApp not only enables instant communication but also provides tools to create a personalized and engaging shopping experience. Follow these 10 steps to make the most of this powerful platform and boost your sales:

1. Prepare everything you need

Before you start selling via WhatsApp, make sure you have all the resources at your disposal: a team of people, dedicated time, and a dedicated business phone. This will allow you to handle sales in a more organized and efficient way, without interfering with other business activities.

Practical tip: create a specific schedule to manage WhatsApp sales, avoiding mixing them with other tasks. This way, you will be able to focus on providing quality customer service.

2. Download and set up WhatsApp Business

Install WhatsApp Business and set up the basic options: add your business information, set up a welcome message and set up business hours. This gives a professional first impression and helps customers learn more about your business from the first contact.

Practical tip: customize your welcome message in WhatsApp Business so that it is friendly and reflects the personality of your brand. A good greeting can be the beginning of an excellent relationship with your customers.

3. Showcase your products with catalogs

Use the catalogs feature in WhatsApp Business to display your products or services in an organized way. This makes it easy for customers to browse your offers and make purchases directly from the app.

Handy tip: update your catalog frequently to include new offers and promotions. Keeping it fresh and relevant will keep customers coming back to check what’s new.

4. Connect WhatsApp Business to your social media

Link your WhatsApp Business account with your Instagram and Facebook business. This facilitates seamless communication between platforms and helps your customers find and contact you more easily.

Practical tip: add a WhatsApp button to your Facebook and Instagram posts. This way, interested parties can start a conversation with you in one click.

5. Automate processes and use a CRM

Implement automated responses to address common questions and use an integrated CRM, such as Leadsales, to manage all your conversations from a single platform. 

This will not only allow you to respond quickly and maintain smooth communication, but will also help you organize and optimize the management of multiple chats more efficiently.

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Practical tip: set up quick answers to frequently asked questions directly in your CRM. This will save you time and ensure that your customers receive the information they need immediately and consistently.

6. Organize contacts with customized lists

Create mailing lists to segment your contacts according to their interests or buying behavior. This will allow you to send more personalized and relevant messages, increasing the chances of conversion.

Practical tip: label your customers according to categories such as «New», «Recurring» or «VIP». Then, create specific mailing lists to send promotions or news that are tailored to each group.

7. Plan and diversify your content

Organize a content calendar to maintain constant communication with your customers. Vary the formats of your messages, using text, images, videos and audios to keep the interest and attention of your audience.

Practical tip: dedicate one day a month to plan and create your content marketing strategy. This way, you’ll always have fresh material and won’t have to improvise at the last minute.

8. Leverage WhatsApp status updates

Use WhatsApp statuses to promote products, share news or highlight special offers. It’s a simple and effective way to keep your customers informed without invading their personal space with direct messages.

Practical tip: post in the states during peak hours, when your customers are most likely to be checking their phones. This will help you increase the visibility of your posts.

9. Integrate WhatsApp Business into your website and strategy

Generate your WhatsApp link, put it with a button on your website and make sure WhatsApp is part of your omnichannel strategy. This will allow your customers to easily contact you from any point in their shopping experience.

The click-to-chat functionality of this  WhatsApp button allows customers to initiate conversations directly without having to save your number. You can also incorporate the link with QR codes in brochures and flyers, thus increasing the ease of contact and the chances of conversion.

Practical tip: place the WhatsApp button in a visible place, such as the bottom right corner of your website. This makes it easy to access and increases the likelihood that visitors will contact you.

10. Promote your WhatsApp channel everywhere

Advertise your WhatsApp Business sales channel on all your platforms, including social media, website, and emails. Make sure all your customers know that they can contact you and buy directly through WhatsApp.

Practical tip: offer an incentive, such as a small discount, to the first customers who make purchases via WhatsApp. This not only attracts more people, but also encourages the use of this channel.

Strategies to sell more on WhatsApp

According to the site Persuasion Nation, currently, around 50 million companies worldwide use WhatsApp as a marketing channel. 

So we are sure that by implementing some of these marketing strategies on WhatsApp, you will transform how you interact with your customers and get more sales through this platform:

1. Focus on qualified leads

To effectively close sales via WhatsApp, you must contact people who have demonstrated a genuine interest in your product or service, and who have authorized the sending of messages. 

This is achieved through close collaboration between the marketing and sales team. This ensures that qualified leads, those who have registered their phone numbers through forms on your web pages or social networks, are correctly segmented and attended to.

2. Perfect your sales pitch

WhatsApp is a distraction-free channel directly to your customers, allowing you to create a personalized story about your products or services. Use its real-time capability to dynamically adjust your sales pitch based on immediate customer feedback, optimizing your communications.

A phrase that can help you start your sales pitch is, «Hi! My name is[Your Name] and I work at[Company Name]. We’d love to show you how[Product/Service] can help you with[specific benefit].»

You can experiment with different elements in your speech, combining the options that best suit your style and are most effective for your business.

3. Offer exclusive content and discounts

Offer unique content, exclusive offers and discounts to your WhatsApp audience to incentivize their participation and loyalty. This increases engagement, creates a sense of exclusivity and added value, motivating customers to continue interacting and buying on this platform.

4. Leverage psychological motivators

Use techniques that mobilize specific emotions in users to motivate actions such as purchases or subscriptions. Convey how your offer solves a problem, using motivators such as:

  • Urgency of purchase: establishing deadlines.
  • Social proof: sharing opinions of other customers.
  • Scarcity: limiting the quantity of products available.
  • Exclusivity: offering access to unique benefits.
  • Anticipation of new releases: launching promotional content.

5. Send satisfaction surveys

After the delivery of an order, send a satisfaction survey via WhatsApp. Questions such as «Does the product meet your expectations?» or «Do you think the service was fast?» will provide you with valuable information to improve your services and strengthen brand loyalty.

To create surveys easily, use Google Forms. You can design custom surveys and share the link directly via WhatsApp. Learn how to send Google Forms via WhatsApp to make this process easier.

6. Reports the status of orders

Keep your customers informed about the status of their orders. Send automatic updates about shipments, deliveries and possible returns via WhatsApp to reduce uncertainty and build trust.

7. Engage your audience with interactive features

Take advantage of WhatsApp’s interactive features such as stories and interactive messages to create captivating content that grabs your audience’s attention. 

For example, a natural products brand could use WhatsApp stories to share healthy recipes or demonstrations of how to use their products.

8. Use automated tools like chatbots

Deploy a chatbot on WhatsApp to handle customer inquiries, complete sales and collect user data. This chatbot functions as a support agent, offering a human-like experience and available 24/7, capable of:

  • Answer frequently asked questions.
  • Nurture leads.
  • Send personalized recommendations.
  • Transfer queries to a human agent if necessary.

>> Perhaps you would like to read more about Leadbot, the first No-Code Chatbot in LATAM.

9. Contact influencers and brand ambassadors

Partner with influencers and ambassadors to amplify your marketing efforts on WhatsApp. For example, a sportswear brand could collaborate with a fitness influencer to share exclusive workout routines or highlight the usefulness of their products via WhatsApp.  

This technique, as part of a more comprehensive online sales strategy, can increase brand engagement and visibility.

Boost your sales on WhatsApp with Leadsales

If you want to scale your business faster, leveraging the right tools is essential. Connecting your WhatsApp Business with Leadsales CRM is the first step to expanding your reach and improving efficiency.

Our WhatsApp CRM, integrated with Facebook and Instagram, helps you organize sales funnel chats, schedule messages, and assign conversations to your sales team seamlessly.

Additionally, you can automate customer service with Leadbot, the first no-code chatbot in Latin America. With Leadbot, your business can:

  • Set up customized responses tailored to each customer’s specific needs.
  • Create intuitive menus for a more personalized and effective conversation flow.

Frequently asked questions on how to sell via WhatsApp

1. What are the best practices for selling through WhatsApp?

Some of the best practices for selling via WhatsApp are:

  • Import your contacts and sort them to create detailed profiles.
  • Establish a structured sales plan.
  • Set clear objectives.
  • Selecting the right products.
  • Improve engagement by personalizing messages.
  • Offer incentives.
  • Use high quality visuals.

2. How can I improve my WhatsApp sales strategies?

  • Automate your communication: implement chatbots and automated workflows to handle customer inquiries, order processing and follow-up messages.
  • Use multiple team members: assign roles and permissions to different team members, allowing them to manage customer interactions effectively from one inbox in the cloud.
  • Integrate WhatsApp Business with existing systems: connect the WhatsApp Business API with your CRM, marketing automation platforms or customer support tools to streamline your processes and ensure a consistent experience.

3. What tools are useful to boost sales through WhatsApp?

With the WhatsApp Business API solution you can integrate WhatsApp with existing tools and platforms such as Google Sheets, WooCommerce, CRM systems and AI-powered chatbots.

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