How WhatsApp Automation Can Improve Lead Conversion Rates

Telecalling teams can receive large volumes of calls, meaning it can be hard to identify good leads without a clear system. Telecalling CRM software for lead management provides your team with a centralised system to keep track of calls, where to put each prospect in your sales funnel and what your next step should be. Platforms including TeleERP give your team functionality for this. The sections below explain how they work so you can decide if it’s suitable for you.

Organizing the sales pipeline from first contact to close

Lead management CRM software allows your sales team to keep track of where each prospect is in their sales funnel. This includes noting the stage they are in, what was discussed in the call, what the outcome was and what your next step is. This eliminates confusion with spreadsheets. It also means you can easily identify where each lead is. This can help your management team identify how many leads are in each stage and identify where prospects may be getting stuck.

By having clearly defined stages, your funnel will be measurable. You can see how many leads are progressing from your initial contact to being qualified and how many from being qualified to being closed. This allows you to target the stage with the biggest drop-off. Lead scoring can be used to give points to your leads based on factors like company size, what their need is or how engaged they were with previous messages. This means your callers can prioritise the most likely to convert.

Increased Response Rates

Your response rate will impact how many of your inbound queries turn into conversations. Using telecalling CRM software for lead management can help by putting new leads to your next available caller and an instant alert. This means your prospects stay engaged with automated messages. For example, if they don’t answer, you can set a reminder. Or if they ask about pricing, you can send a message.

Using message templates can help your team keep messages consistent. Many teams will have a small bank of templated messages for initial contact, reminders and call summaries. These can be personalised to include the prospect’s name, product and next steps. Using workflow tools like TeleERP will mean you can see when each template has been sent in the lead. If using chat-based outreach, this can also be applied.

WhatsApp automation is typically done via the WhatsApp Business Platform. You can send templated messages to opted-in contacts. You can reply to them with free text messages whilst they have 24hrs to reply after the customer has messaged them first. After this, you’ll only be able to send templated messages. Knowing this can help your team create effective follow up sequences.

Increased Engagement & Productivity

Productivity within your sales team can be increased greatly by reducing admin. Telecalling CRM software for lead management will automate much of this. This means your callers can spend more time talking to prospects during their shift. Having dashboards can help your supervisors coach your team by giving them facts. Lead management CRM can help your management team move leads around depending on if the caller isn’t available.

Engagement can be improved by providing your prospects with the right information. Sequences can be created to send product information, case studies or onboarding advice over the course of a few weeks. Each message will be based on what stage the lead is at. Responses and links clicked can help with lead scoring to ensure your sequence adapts to what they’re doing. Tools like TeleERP typically allow you to set this up using the lead.

Overall, telecalling CRM software for lead management will be most effective if it fits with your current sales process. Be sure to have clear sales funnel stages, response time goals and a small bank of message templates. Using lead management CRM will give your team a reliable foundation to track progression. Consider whether TeleERP or another platform fits your process.

Q1. What is telecalling CRM with lead management?

Telecalling CRM software for lead management is a tool to help your phone-based sales team keep track of calls, where to put each prospect and what your next step should be. With TeleERP, you can manage your leads, follow ups and calls in one place.

Q2. Who provides the best telecalling CRM?

This depends on the size of your team, volume of calls and workflow. We offer a Telecalling CRM software for lead management, so consider if it fits your needs, for example, sales funnel stages, call tracking & reporting.

Q3. What should my telecalling CRM have?

A Telecalling CRM software for lead management should have a customisable sales funnel, shared call history, automated follow-up reminders and response time & conversion reports. During a demo, we can show you these areas.

Q4. Can I use WhatsApp with a telecalling CRM?

Some Telecalling CRM software for lead management can integrate with the WhatsApp Business Platform. Businesses can send templated messages to opted in contacts. They can reply to messages within 24hrs of the customer messaging them first. We can explain how our messaging options fit this.

Q5. How can I measure my results with telecalling CRM?

You can measure your results by tracking your response times, how many leads are progressing from initial contact to qualified and how many follow-ups each caller has. Using Telecalling CRM software for lead management makes this easier to track. We offer one option to consider.