If you send quotes in an old-fashioned way or simply don’t take care of the smallest details, you may end up seeing your clients ignore you again and again. It’s not just the price of your products or services that matters, but the way you present them; and that’s where the importance of knowing how to send quotes via WhatsApp without failing in the attempt comes in.
Let’s be honest, anyone can sell, the recent mobile phone number data challenge is to get customers to buy. That’s why every sales strategy must include the topic of budgets and quotes as a priority. When a budget is sent, it is because the conversion phase is “advanced” and the customer is just waiting to make the decision to buy or not from your business.
In this article we want to share with you 4 valuable tips so that your WhatsApp quotes always hit the mark. Let’s go!
How to send quotes via WhatsApp? Three options you can use
Depending on how big your business is and how many clients you handle, you can send quotes in three ways: from your smartphone, using WhatsApp Web, or with the help of a CRM.
If you send the quote from your phone, it may be a little more cumbersome to write the quotes. When writing directly from WhatsApp, you don’t have the option to create Excel-type tables or descriptive images of the quote, so you’ll have to settle for sending the information as if it were just another message.
What you can do in this case is create a quote template in Google Drive Sheets and modify it from your phone. When a client writes asking for a quote, you modify that template and adapt it to their requirement.
It is a cumbersome process that will text and sms templates for educators and educational services take up a lot of your time. The second option you have at hand is to make quotes from your computer and send them from WhatsApp Web. It is more effective, since working from the PC helps reduce the margins of error.
However, if you are looking for greater formality and a more precise strategy to send quotes in record time, you should use a CRM that enhances bulk data WhatsApp’s functionalities.
With a CRM you can send PDF, Word, Excel and other files easily and in an organized manner; in addition to being able to segment clients by “ labels ”, so you will know who has already received quotes and who has not.
Join Whaticket and give your customer service system a makeover!