Sales funnel on WhatsApp: benefits, how to build and integration with Bitrix24

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Building a good WhatsApp funnel in the sales process is essential to generate good results. This construction allows you to understand the entire customer journey through the tool, from the moment they learn about your company until the time they purchase the product or service.

In a survey released by WhatsApp itself, 61% of people believe that sending messages is the easiest and most practical way to talk to companies, and 53% said they are more likely to buy from a company that sends messages.

Realizing this trend, CRM and customer service platforms , such as Bitrix24 , have brought the possibility of integrating with WhatsApp to the sales pipeline .

In this article, we will show you the importance of building a sales funnel on WhatsApp efficiently to increase lead capture, scheduling rate and, most importantly, speed up the sales cycle. Keep reading!

Understand what a sales funnel is and how it works
Creating a WhatsApp funnel is much easier than you might think, but it needs to be done intentionally so that information is not lost in the middle of conversations.

The WhatsApp sales funnel or sales pipeline will allow you to understand the path your customer will take throughout the purchasing journey.

To be successful in the process of building the WhatsApp funnel, you need to understand how your customer thinks and what arguments you can use to get them interested in your solutions.

Because it is a fast and very dynamic channel, it is essential to keep the customer interested from the moment they contact your company. It is also essential to understand how the funnel works, which is developed taking into account three stages:

Top: At this stage, people are not yet ready to make a purchase. It is a research phase in which the user encounters your company for the first time, whether through a blog post, an interaction on social media or a question on WhatsApp. From this point on, the intention is for the customer to move on to the next stages of the funnel.
Middle: At this point, the potential customer will learn about the solutions your company offers and understand how they can solve their needs. It is important to understand what they are looking for in order to resolve their doubts and efficiently guide them to the last stage of the sales funnel.
Background: Here is the ready-to-buy audience that understands the problem and knows they need help to find a solution. With a well-established base, you open up space to make the sale.
You can create materials that help and educate the customer, leading them to be ready to purchase.

Discover Bitrix24 plans

Importance of the sales funnel for your business strategy
Three professionals in a training room watching a presentation about sales funnels.

The funnel is very important for scaling sales , increasing the company's average ticket, standardizing processes and building more effective customer approach strategies.

Without a well-designed funnel, your company will not mature and will also end up losing a lot of business. Furthermore, you will not be able to establish specific metrics and evaluate the performance of your sales team. The WhatsApp funnel can be used in several stages, but with very different objectives:

Generate a greater volume of leads due to consumers’ natural adherence to this channel.
Develop the rapport strategy with a lot of dynamism and with more proximity, since the seller is alongside contacts such as the opportunity's mother, husband or children.
As a sales funnel accelerator , thanks to the dynamism and notifications generated on the future customer's smartphone.
As a reinforcement to remember each stage of the sale , preventing any of them from remaining blocked for too long in the seller's pipeline.
Main benefits of the sales funnel on WhatsApp
Discover the main advantages of investing in the WhatsApp funnel and, with that, optimizing your company's processes.

Increased sales
With a well-structured WhatsApp funnel, one of the first results you will see czech republic telemarketing data is an increase in sales. This increase happens because you can map your persona and produce content that is more suited to their needs.

Furthermore, it can eliminate bottlenecks and adopt more appropriate approaches when selling.

Gets predictable results
With the funnel, it is possible to know how leads are evolving in the purchasing journey and, with this, outline strategies that make sense for each customer, also predicting all the gains from this process.

You can understand how many people visited your page, contacted your company and how many actually closed deals. From this, you can measure and understand whether your strategies are yielding results.

Understanding sales bottlenecks
Have you ever thought about how much business your company is losing by not having all its processes mapped out? Building a WhatsApp funnel helps you identify bottlenecks and manage the entire sales process.

With visualization, you can identify the stage the lead is in and how the prospecting, nurturing, negotiation and closing phases are going.

Some of the most common bottlenecks that can compromise sales performance are: poorly structured funnel, confusing or unattainable goals and objectives, inefficient communication and lack of team training.

Now that you know all the advantages of the WhatsApp sales funnel, how about checking out the available Bitrix24 plans and choosing the best one for your business!

Br24 is the largest specialist in implementing the tool in Brazil, and the only official software training provider in the world! Discover the advantages of having your Bitrix24 license with us.

WhatsApp in the routine of pre-sales
Some currently have B2B ( Business to Business ) models , and they have a person or even an entire team of SDRs (Sales Development Representatives) in their operations, who are responsible for the first contact, prospecting and qualifying leads.

The mission here is to get as many appointments as possible for meetings with consultants and, to do so, they dedicate themselves to some activities at the beginning of the Sales Funnel. Check out some practical tips on how to use WhatsApp in your operation:

Prospecting
During this step, you can insert a WhatsApp widget on your website so that the conversation goes directly to your sales team. This is a great way to capture leads and start a relationship with them. If you use the PowerZAP WhatsApp API app , you can also automatically register the lead in your CRM.

According to a survey, 89% of Brazilians send messages to a company asking about products and services. A rate that cannot be ignored, right?

Tip: You can use the Chat Booster app in partnership with PowerZAP to automatically qualify leads.

Follow-up
You can use WhatsApp as a channel to try to contact the lead , along with email and phone. It brings great results because, by behavior, people don't like to talk on the phone or tend to take longer to respond to emails – when they do respond, right? However, WhatsApp generates a notification on the smartphone that is almost impossible for the lead to ignore. I say this from someone who talks to customers and knows how difficult it can be to contact them by phone.

Scheduling meetings
As it is a channel for quick conversations, WhatsApp is great for sending reminders and confirmations of meetings, both for qualifying leads and negotiating with the salesperson. Once you confirm the meeting, you can send a confirmation with the date, time and link to the call. Reminders can be sent 1 day in advance, 1 hour in advance and at the time of the meeting with a message such as “Hi! I'm already here in the room waiting for you, Carlos”.

If you think that manually managing these messages can be complicated, know that with the right WhatsApp app for Bitrix24 you can do this with automations.