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March 18, 2025
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8
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Messengers Platform as a Sales Tool: Basic Principles and Strategies
George Miloradovich
Researcher, Copywriter & Usecase Interviewer
Messengers like WhatsApp, Facebook Messenger, and Telegram are transforming how businesses sell. Why? Because they’re fast, personal, and effective. Here’s the big picture:
Key strategies include:
Quick Comparison of Platforms:
| Platform | Strengths |
|---|---|
| WhatsApp Business | Order updates, consultations |
| Facebook Messenger | Appointment management, promotions |
| Telegram | Chatbots, group messaging |
Start by choosing the right platform, crafting strong messages, and automating workflows for better sales results.
Boost your messenger contact list using strategies that outperform traditional email marketing. While email campaigns typically see opt-in rates around 1.95% and open rates of 15.66%, messenger marketing delivers far better results - 81% open rates and 34% click-through rates.
Here’s how to grow a strong contact base:
Once your contact base is established, the next step is creating messages that drive action.
Crafting effective sales messages is about delivering value and capturing attention. Michael Halper, founder of SalesScripter, explains: "Creating a sales message is organizing the key, attention-grabbing messages".
Here are some essential tips:
Once your messages are engaging, automation tools can help you manage follow-ups efficiently.
Messaging platforms let you automate interactions without losing the personal touch. Automation can boost agent productivity by 30%, and tools like Latenode can handle routine questions while maintaining a conversational tone.
"The most successful companies are those that embrace both AI and human interaction, leveraging the strengths of each to provide a seamless and enriched customer experience." - Nicolas Babin, International Senior Executive and Consultant
To take it a step further, use sentiment analysis to identify frustrated customers and route complex issues to human agents automatically.
A well-structured sales pipeline guides prospects from their first interaction to making a purchase, often using messaging tools to streamline the process.
After setting up these stages, connect your messaging tools to your CRM system. This ensures all interactions are tracked and organized in one place.
Linking messaging platforms to your CRM helps you maintain seamless communication with your customers. In fact, 71% of customers now expect companies to provide real-time responses.
Here’s how to do it effectively:
Your CRM data can provide insights into every stage of your sales workflow. Focus on these metrics to fine-tune your process:
| Metric | Benchmark | Why It Matters |
|---|---|---|
| Click-Through Rate | 60% (far above the email average of 23.9%) | Indicates strong engagement with your audience |
| Response Time | 78% of customers buy from the first company to respond | Faster replies often lead to more conversions |
| Conversion Rate | Varies by industry | Measures the overall success of your sales efforts |
Additionally, keep an eye on customer satisfaction, sales cycle length, and lifetime value. With 77% of consumers spending most of their screen time on messaging apps, fine-tuning these metrics can have a big impact on your results.
Advanced sales strategies go beyond basic workflows, focusing on engagement through dynamic media, timely promotions, and personalized follow-ups.
Every month, businesses send over 2 billion messages to customers. Pipedrive, for example, saw impressive results with personalized video messaging - doubling their monthly recurring revenue, increasing close rates by 25%, and boosting engagement by 62%. Marcus Sheridan emphasizes the effectiveness of video for personalizing outreach, improving demos, follow-ups, and proposals.
Here’s how you can leverage video effectively:
Time-sensitive offers can significantly increase conversions. Flash sales lasting just three hours, for instance, achieve nearly 15% transaction rates. Messenger platforms, with instant messages generating a 60% click-through rate, also play a major role in driving promotional success.
Here are some promotion ideas to consider:
| Promotion Type | Success Metric | Best Practice |
|---|---|---|
| Flash Sales (3 hours) | ~15% conversion | Add a countdown timer |
| Early Access Offers | 60% FOMO-driven sales | Offer exclusive access to subscribers |
| Limited-Time Bundles | 2.8% sales increase | Add value with time-sensitive bonuses |
One standout example is a family-owned Mexican restaurant that used SMS and Messenger for a holiday promotion. Their eight-day tamale campaign reached 3,547 subscribers, leading to 819 positive responses, 29 order initiations, and a sellout of 27 dozen tamales.
Timely follow-ups are key to maintaining customer interest. By combining automation with personalization, businesses can effectively manage interactions. Chatbots, for instance, handle routine tasks while still leaving room for a personal approach.
Best practices for automated follow-ups include:
"Manychat transforms social media engagement and drives direct results, making it essential for creators and entrepreneurs"
For example, entrepreneur Kahlea Wade used Manychat to implement strategic follow-ups, generating over $70,000 in course sales in just three weeks. This highlights the impact of a well-planned messenger marketing strategy.
These advanced techniques enhance customer interactions, ensuring every touchpoint delivers measurable results.
Overcoming common challenges is essential for improving messaging performance and creating efficient sales workflows. Here's how businesses can address key issues.
Did you know that 78% of customers purchase from the first responder? Managing multiple conversations effectively is critical for staying ahead. Messaging platforms offer features like automated assignment rules, chatbots, and CRM integrations to help teams stay organized and responsive.
Here are some effective strategies:
A consistent brand voice builds recognition and boosts conversion rates. To maintain uniformity across messaging, try these approaches:
Messaging platforms deal with sensitive customer information, making strong security measures a must. Platforms like Manychat demonstrate this with certifications like SOC 2 Type 2 and ISO/IEC 27001:2013.
Key security practices include:
"We manage access based on a 'Need to know' and 'Least privilege' principles. Our team members are only authorized to access data that they reasonably must handle in order to fulfill their current job responsibilities".
Implementing these measures safeguards your operations, builds customer trust, and ensures the integrity of your messaging-based sales efforts.
Ready to ramp up your sales using messenger platforms? Here’s a practical guide to help you get results.
Start by defining clear goals for your messenger-based sales efforts. Are you looking to increase outbound conversions, improve customer support, or create more personalized communication? Having specific objectives will shape your approach and ensure you stay on track.
Next, choose the right platform for your audience. Use tools like web forms, surveys, or social polls to gather customer feedback. Different groups prefer different apps - some lean toward WhatsApp, while others prefer Facebook Messenger.
Here are some real-world success stories to inspire you:
"The reality is that business messaging will probably be the next central pillar of our business as we work to monetise WhatsApp and Messenger more." - Mark Zuckerberg
Finally, prioritize building authentic connections while adhering to data security and engagement best practices. Keep an eye on your results and scale up what works. By following these steps, you’ll create a streamlined and effective messenger sales strategy that delivers.
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