A targeted solution for a sales team losing valuable data and leads through unsecured, personal WhatsApp messaging.
A dynamic sales team was heavily reliant on WhatsApp to communicate with prospects. However, their reliance on personal phone numbers created critical business risks: valuable conversations were siloed on individual devices, and when a team member left, their entire chat history—and the leads within it—was lost forever. Follow-ups were inconsistent, and there was no central oversight.
We implemented a system to integrate WhatsApp directly into the team's central CRM. This allowed staff to continue using the familiar WhatsApp interface on their phones, while ensuring every message was securely logged and owned by the company.
Next, we automated the follow-up process. Using AI, the system now sends context-aware messages based on the lead's status in the sales pipeline, engaging prospects who would typically ignore a phone call but respond to a relevant, timely message.
All client communication is now centralized and secure, eliminating the risk of data loss from staff turnover.
Automated, contextual messages re-engaged leads who were unresponsive to phone calls, increasing the pipeline.
The sales team saves hours each week, allowing them to focus on closing deals instead of manual messaging.
"There was no complex onboarding or long-winded process. Dain just got stuck in, listened to what we needed, and built a solution that worked. He turned our chaotic WhatsApp into a streamlined, intelligent system that actually engages the leads our calls were missing."
- Sales Manager
Let's talk about how a targeted automation solution can transform your workflow.