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如何在HubSpot中优化销售代表的可用性以实现更有效的销售周期

2024-03-29 06:44:35
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客户渴望快速、果断的互动,以推动他们进行购买。HubSpot的销售中心是管理潜在客户和成交的强大工具,但它并不能总是反映出您销售人员在现实世界中的可用性。

销售团队是充满活力的。销售人员可能正在进行重要的电话,进行演示,休假,甚至意外离开公司。忽视可用性会导致潜在客户被错误引导,回应延迟以及客户的动力丧失。

想象一下,一个潜在的买家渴望在季度结束前达成交易。他们通过HubSpot提交了一个查询,结果却被转到了一个这周休假的销售代表那里。时间在流逝,买家的兴趣随着每个小时的过去而冷却。他们可能会开始探索竞争对手,让你的交易陷入困境。

这些低效率不仅损害了客户体验,也对其他销售人员施加了不必要的压力,他们不得不挤出时间来弥补这个空缺,可能还因此危及自己的交易。对于销售领导者来说,缺乏实时的可用性洞察会让绩效跟踪变得模糊,难以确定哪些过程可以改进。

HubSpot的工作流确实提供了一些处理销售代表在HubSpot中可用性的选择,但需要耗费大量时间进行日常手动管理。

不追踪销售代表的可用性破坏了交易速度

交易速度是销售成功的新战场。在当今快节奏的市场中,第一个相关的回应通常能赢得交易。当您的潜在客户分配系统不考虑销售代表的可用性时,您就是在自废武功。

如果一个热门潜在客户被分配给一个已经忙于约会的销售代表,那么它将在队列中等待,而买家的兴趣会逐渐减退。更糟糕的是,它可能不能被迅速重新分配,迫使潜在客户寻找更快的解决方案。

这在快速回应至关重要的行业尤其关键,比如技术销售、咨询行业或任何需要复杂决策的B2B解决方案。由于不知道谁是可用的而导致的延迟会使竞争对手占据优势。

HubSpot的销售工具无疑是复杂的,但是不考虑实时销售代表的可用性会在您的销售渠道中造成严重的漏洞。

不一致的可用性伤害团队士气和绩效

一个不能反映销售代表实时可用性的系统可能会使顶级业绩表现者士气低落,并且使您的绩效分析变得模糊。您的明星销售人员可能会被大量的潜在客户淹没,而他们根本没有时间处理,这会导致沮丧和潜在的倦怠。这会影响他们有效地培养自己的热门潜在客户的能力。

另一方面,新手销售代表或专门从事特定产品的销售代表可能会被低估。不知道谁有空闲时间会导致潜在客户分配不均,使销售领导者难以准确评估绩效并找到辅导机会。

在HubSpot中设置销售代表的可用性:挑战和解决办法

HubSpot的销售中心是一个强大的工具,但它没有内置的方法来表示“只分配潜在客户给当前在线和工作准备好的销售代表”。

让我们探讨一下不可用性的类型,为什么这很重要,以及公司目前如何在HubSpot中处理这个问题。

销售代表不可用的原因

  • 工作时间:如果您的销售代表没有积极工作,您无法完成交易。分配给离线销售代表的潜在客户会处于空闲状态,失去动力。对于买家来说,这是令人沮丧的,并且会让人觉得您不负责任。
  • 时区:如果您在国际上运营,由于时区差异而导致潜在客户被错误引导可能意味着几小时的延迟。当一个热门潜在客户在澳大利亚,而一个总部在美国的销售代表终于在第二天打电话时,他们可能已经没有那么兴奋了。
  • 计划外的缺勤:假期是必须的!HubSpot不会自动考虑这一点,所以休假的销售代表仍会收到潜在客户,导致延迟和混乱的重新分配。
  • 突发的不可用性:人们会生病,约会突然出现。不可用的销售代表不应该接收到潜在客户,但HubSpot不允许您快速切换销售代表的“离线”状态。

HubSpot的工作流:一个有限的解决方案

从技术上讲,您可以使用HubSpot的工作流来尝试模拟可用性,但这会带来很多麻烦:

  • 复杂性:您需要为每个时间窗口、每个时区等设置多个工作流程。这会迅速扩张,成为一场难以管理的噩梦。
  • 手动工作:缺勤意味着不断地在工作流程中添加/删除销售代表。这是耗时且容易出错,会损害您的潜在客户响应时间。

HubSpot的开箱即用设置仅适用于基本路由,但在更大的团队中,管理这个系统可能变得繁琐,这会让您失去交易。

通过Linktg的帮助,您可以轻松管理HubSpot销售代表的可用性,无需进行日常手动管理。

Linktg提供自动化的HubSpot销售代表可用性及简便的日常调整

在HubSpot中,确保不将休假或不可用的销售代表分配给潜在客户通常意味着需要深入研究数十个HubSpot工作流,并手动从每个分配工作流中删除销售代表。

Linktg为HubSpot销售代表可用性管理提供了深度灵活性。您可以从仪表盘快速选择销售代表以编辑其可用性设置:

您可以为销售代表单独设置工作时间可用性,包括时区设置:

您可以提前设置未来的休假、带薪休假和不可用日期。然后销售代表在未来的不可用日期上将不会收到任何任务:

在病假期间,您可以快速将销售代表设置为不可用:

通过这些销售代表可用性管理功能,您可以确保任务分配给可用的销售代表,以保证响应时间快速,并为客户提供良好的体验。

Linktg:强化您的HubSpot潜在客户路由的关键

有效的潜在客户路由,充分考虑HubSpot中销售代表的可用性,是高绩效销售团队的生命线。HubSpot的销售中心提供了强大的工具,但是为了实现真正的动态潜在客户分配,您需要像Linktg这样的解决方案。

Linktg远不止于基本路由。它是一个优化整个HubSpot销售流程的功能齐全的工具。Linktg可以:

  • 准确找到合适的销售代表:根据可用性、技能、产品专业知识、交易规模等将潜在客户分配给销售代表。不再因为错误分配而失去动力。
  • 防止数据衰减:糟糕的数据会破坏交易。Linktg使您的HubSpot联系信息保持干净、准确和最新。它会对信息进行去重和标准化,以实现最佳性能。
  • 提高团队效率:消除手动数据任务上浪费的时间。Linktg的自动化将这些时间重新用于交易关闭活动。

准备好看演示了吗?了解Linktg如何增强您的HubSpot体验并加速销售增长!

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SRG
2024上半年全球云服务和基础设施收入同比增长23%
Synergy Research Group的最新数据显示,在云服务和基础设施市场,2024年上半年运营商和供应商的收入达到4270亿美元,比2023年上半年增长了23%。在这种情况下,最近有一个趋势发生了逆转。很长一段时间以来,云服务的增长速度远远超过云数据中心基础设施支出的增长速度,但在对生成式人工智能技术的大量投资的推动下,这种情况暂时发生了转变。 今年上半年,IaaS、PaaS和SaaS的平均增长率为21%,而公共云和私有云数据中心的支出平均增长率为30%。云服务市场的规模仍然是支持数据中心支出的两倍。随着超大规模运营商继续推动更广泛的IT市场,他们的基础设施足迹也在增长。与2023年上半年相比,已经庞大的数据中心网络的运营能力增长了24%。更令人印象深刻的是,随着继续加大投资,未来数据中心的规模增长了47%。 SaaS和云基础设施服务,整个市场的领导者是微软、亚马逊、谷歌和Salesforce。在数据中心硬件和软件方面,ODM继续占据着很大的市场份额,因为超大规模运营商使用自己设计的服务器,由合同制造商提供。除了ODM之外,市场的领导者还有戴尔、微软、超微和惠普。在这方面,英伟达的影响力正在迅速增长,它向服务器供应商、其他技术公司、企业以及直接向超大规模运营商销售产品。 从地理上看,虽然云市场在世界各地都在强劲增长,但美国仍然是一个重心。2024年上半年,美国占所有云服务收入的44%,超大规模数据中心容量的53%,云数据中心硬件和软件市场的47%。在所有服务和基础设施市场中,绝大多数领先企业都是美国公司。其次是中国公司,占所有云服务收入的8%,超大规模数据中心容量的16%。
亚马逊云科技高可靠性秘密武器:基础设施到技术架构的韧性之道
亚马逊云科技高可靠性秘密武器
基础设施到技术架构的韧性之道
作为全球领先的云计算服务提供商,亚马逊云科技通过其高度可靠的基础设施和技术架构,为客户提供强大而灵活的计算、存储和数据库服务、AI等服务。屹立行业之巅,亚马逊云科技为何能引领云计算行业十几年,其秘密武器是打造的从基础设施到技术架构再到运营机制全链路韧性技术。 在近期亚马逊云科技媒体沟通会上,亚马逊云科技大中华区解决方案架构总经理代闻详细阐述了韧性技术背后的逻辑和思考。 如何打造高可靠的云服务 亚马逊云科技在2006年开创性地发布了第一款云服务,时至今日,亚马逊云科技提供了超过 240 种功能全面的服务。 代闻首先披露了一组数据,“亚马逊云科技去年每天稳定启动的Amazon EC2实例超过1亿,每秒 API请求数高达100万亿。正是因为做对了很多事情,才有今天全球数百万客户的选择和信任。”这在云计算行业可谓是首屈一指。 在代闻看来这些事故背后的风险包括: 基础设施层——括数据中心、主机、机架、网络故障,或自然灾害导致的损坏 架构设计层——数据状态、应用程序状态异常、依赖项失效等 运营机制层——由运维操作、代码部署、配置错误等引起的故障 想要构建高度可靠的云服务,必须要解决以上三个重点问题, 秘密武器:基础设施韧性、韧性技术架构和卓越的运营机制 在基础设施韧性方面,亚马逊云科技的基础设施分为区域、可用区(通常相距100公里)、多个或单个超大数据中心等多个层级。每个可用区的数据中心都有独立的电力、制冷和物理安全设施。 当一个可用区发生电力中断,自然灾害时,区域内其他可用区不会受到任何影响, 安全距离既能防止相关故障,又能实现毫秒级延迟的同步复制。 在可用区内部,可用区之间,区域和区域之间,均铺设光纤线路两两互联,实现高速数据传输的同时任一连接是冗余的,实现了高可用、低延迟的可用区网络设计。 在韧性技术架构方面,亚马逊云科技总结云服务自身韧性的四大要素:区域隔离,多可用区;控制面和数据面独立;单元架构;随机分片。 区域隔离,多可用区的目的是实现控制故障发生时对客户的影响范围。控制面和数据面独立能够确保云服务的数据平面能够独立于控制平面的状态持续稳定运行,且能够独立扩展互不影响。单元架构设计确保当发生故障时,只有该单元受影响,而不会导致整个系统瘫痪,无论硬件、网络、电力系统还是代码,都将影响最小化,进一步提高整个应用和系统的可用性。 为确保云服务的韧性,卓越的运营和机制至关重要,也是亚马逊云科技的差异化优势之一,亚马逊云科技的运营机制总结为4个模块:服务责任模型、运营就绪审查、持续安全部署、纠错流程。服务责任模型确保各项服务的良好运营,能够随叫随到。运营就绪审查提供了服务发布和更新相关的标准化流程。持续安全部署能够在保持服务连续性的实现安全的自动化部署。纠错流程能够了解错误发生的根本原因,同时成功的纠错记录还将成为运营就绪审查标准流程的一部分,确保问题不会再次发生。 授人以渔:帮助客户构建端到端的韧性 在与客户和内部团队展开多年合作的基础上,亚马逊云科技为韧性构建工程总结归纳为4大经验: 系统韧性的提高是持续的过程,而不是一次性的努力; 在业务需求、可靠性、成本、系统复杂度之间取得均衡; 以标准软件开发生命周期为蓝本,可轻松整合到企业现有流程中; 从业务、技术与持续运营等多个维度来帮助企业提高系统韧性。 基于经验分解,亚马逊云科技开发了韧性系统建设生命周期框架, 该框架包含五个关键阶段, 包括设定目标、设计及实施、验证和测试、持续运营、实施各种运营最佳实践、响应和改进。并强调韧性是一个持续的生命周期,需要不断重复五个阶段,以应对不断变化的环境和需求。 亚马逊云科技希望客户能够采用同样的单元架构方法论,来最小化自身应用的爆炸半径,提高可用性。亚马逊云科技90%以上的服务来源于用户需求。在韧性系统建设生命周期框架的五个阶段,亚马逊云科技都提供了多种服务和工具:如Amazon Resilience Analysis Framework、Amazon Aurora、Amazon DynamoDB、Amazon Aurora Global Database、Amazon Fault Injection Simulator(FIS)、Amazon Resilience Hub、Amazon Application Recovery Controller等。 系统的可观测性和故障自动化处理 针对LIKE.TG提出的“如何持续提高系统的可观测性和自动化”这一问题,代闻表示,一个关键点是API。一个云服务平台没有 API 或者 API 不健全,自动化是没有办法做到。 亚马逊云科技在全球云计算行业做了非常好的示范带头作用, API 是怎么写,API 的细颗粒度以及安全等前置考虑都实现得非常好。要做自动化和可观测性,你一定需要把应用和这个基础架构里面的数据能够拿出来,能够看,能够做分析。 另外一个关键点是亚马逊云科技对云原生服务支持已经足够好,并提供了一系列的云原生服务,像 Amazon Aurora global Database 能够自动跨区域数据复制;Amazon Lambda无服务器运算,客户只需要关心它的代码运营环境,底层高可用弹性都是自动实现。GenAI领域,用户在Amazon Bedrock中做推理的时候,不用做很多的基础运维工作,亚马逊云科技比较好地平滑地给客户提供一个可扩展环境。一些新的云原生的服务在不断地推出,这将会大大简化自动化流程,并降低可观测性的难度和复杂度。 细微处见真章,云计算行业需要务实、为客户负责、对安全可靠的前置通盘预判,从基础设施到技术架构到运营机制,亚马逊云科技对韧性技术的打造,是赢得客户青睐和信任的秘密武器。
Canalys:2024年Q2全球云基础设施支出同比增长19%
Canalys
2024年Q2全球云基础设施支出同比增长19%
2024年第二季度,全球云基础设施服务支出同比增长19%,达到782亿美元。虽然企业的IT预算已经恢复增长,但很大一部分支出现在直接用于与人工智能相关的投资。前三大供应商——AWS、微软Azure和谷歌云——本季度共增长24%,占总支出的63%。与上一季度相比,AWS的增长明显增加,第二季度的销售额增长了19%。与此同时,微软Azure和谷歌云继续保持强劲的两位数增长,分别增长29%和30%。全球超过1/3的云市场份额仍由其他云提供商占据,但市场正在向顶级超大规模云提供商转移,它们的市场份额越来越大。 Canalys修改了其历史云基础设施服务收入预测。这直接影响了2022年第一季度至2024年第一季度的市场份额,但排名和增长率保持不变。 对人工智能需求的加速预计将为云服务的持续增长带来重大机遇。随着企业采用人工智能技术,他们将需要更先进、可扩展的云基础设施,从而推动云服务的持续投资和发展。但人们开始担心人工智能领域可能出现的过度投资,因为获得回报的时间似乎比最初预期的要长。尽管存在这些担忧,超大规模企业仍在继续增加对人工智能的投资——本季度,三大超大规模企业都将数据中心的资本支出增加了数百亿美元——它们认识到高估投资风险可能比低估投资风险更有害。 这三家超大规模公司都表示,使用人工智能的客户数量大幅增加。他们继续推出新的人工智能产品,比如谷歌云的Gemini 1.5和Azure的GPT – 40 mini。AWS通过其云平台Bedrock还提供Claude 3.5 Sonnet和其他APIs。 除了推出新的人工智能产品和解决方案外,超大规模企业还在努力加强其人工智能合作伙伴生态系统。本季度,领先的供应商特别重视培育人工智能初创企业。值得注意的举措包括AWS的“生成式人工智能加速器”和谷歌云的“谷歌创业加速器”,它们都旨在吸引人工智能初创企业,推动行业内的创新。 主要云供应商 亚马逊网络服务(AWS)继续引领全球云市场,2024年第二季度占33%的市场份额。本季度收入同比增长19%,业绩较上一季度有所增强。其积压订单达1566亿美元,同比增长19%。通过其Bedrock平台,AWS为基础模型引入了新的API,如Claude 3.5 Sonnet和Llama 3.1。Bedrock完全基于云计算,使企业能够开发自己的基础模型,这些模型已经为成千上万的活跃客户提供了服务。AWS非常重视在其合作伙伴生态系统中集成和开发人工智能。2024年6月,该公司宣布向其生成人工智能加速器项目投入2.3亿美元,旨在帮助全球初创公司加速人工智能应用程序的开发。此外,AWS在6月份引入了一些变化,包括增强的技术支持、MSP折扣以及对服务合作伙伴的更低要求。这些调整旨在加强AWS的合作伙伴生态系统,使其更易于访问,并使更广泛的合作伙伴受益。 微软Azure是云服务市场的第二大提供商,市场份额为20%,年增长率为29%。微软声称,2024年第二季度人工智能服务为Azure增长贡献了8%,高于上一季度的7%。凭借先进的模型,Azure AI吸引了超过6万名客户,同比增长近60%。针对这一需求,微软发布或升级了几款机型,包括大语言机型GPT – 40 mini和小语言机型Phi-3 Vision。微软Azure继续扩大其数据中心的足迹,宣布在马来西亚、西班牙和美国进行重大投资。这些投资包括基础设施开发和旨在提高人工智能技能的举措。 谷歌云(google Cloud)是第三大提供商,市场份额为10%,年增长率为30%。截至2024年6月30日,谷歌云的累计积压收入(未完成的项目或合同所形成的待实现收入)达到788亿美元,比2024年第一季度的725亿美元有所增长。截至第二季度末,Google Cloud的人工智能基础设施和生成式人工智能解决方案(如Vertex AI、用于Workspace的Gemini和用于Google Cloud的Gemini)已经产生了数十亿美元的收入,并被200多万开发人员使用。Gemini在搜索、工作空间和谷歌消息等产品中提供了非常有价值的功能,并集成到六个产品中,每个产品的月活跃用户都超过20亿人。2024年6月,谷歌云通过谷歌云市场推出渠道私有服务,促进第三方解决方案的高效交易,并使渠道合作伙伴能够管理从计费到收入确认的客户关系。此外,谷歌还宣布在马来西亚开设首个数据中心和云计算区域,并在爱荷华州、弗吉尼亚州和俄亥俄州进行扩张。
数据营销
Zone pricing
Zone pricing
Zone pricing is a pricing method in which consumers within one zone are charged one price. Clients who are located closer to the company's dispatch point pay less, whereas distant customers pay a higher price as shipping distances increase. To set prices for different zones, companies always consider the local conditions such as competition and costs associated with shipping and storage. Advantages and Disadvantages of Zone Pricing Prices in zones are set within certain geographic areas. The more distant the area from the place of production, the higher the transportation costs and, accordingly, the higher the price. Now, before we get into the implementation and examples of zone pricing, let's talk about its pros and cons. Advantages of zone pricing: helps you divide customers into useful segments; enables you to pay transportation costs; allows you to recoup shipping costs. Disadvantages of zone pricing: customers on borders of different zones may suffer from different prices; distant clients may prefer competitors over your company; it adds extra layers of bookkeeping to keep track of different prices in different zones. The technique is very popular among businesses due to the benefits mentioned above. Let's proceed to the steps to consider when implementing this strategy. How to implement zone pricing Use information effectively Consider competitor alternatives Integrate item-specific strategies Consider technological solutions Let's get into how to implement zone pricing in your business. 1. Use information effectively When giving a thought to a zone pricing strategy, ensure that you're using data that can help you do it correctly. Find out how much money customers are willing to pay for your products or services. This willingness is influenced by the following factors: income level, cost of living, and whether it’s easy for your customers to buy the same product elsewhere. Analyzing your local customers' characteristics and demographics information allows you to understand the preferences of local customers, price sensitivities, and product affinities across stores. 2. Consider competitor alternatives Once you understand what drives customers to pay for certain products, analyze your business rivals and the alternatives they offer your consumers. You should understand which competitors matter the most in your industry. The composition of retailers, their price levels, and logistics costs will define your local price level. 3. Integrate item-specific strategies Mass retailers with multiple departments, restaurants, or specialty retailers can adjust to item-specific strategies. Let’s take sporting goods, for example. The sections with apparel and shoes will be more influenced by nearby stores with shoes and apparel than basketballs and sections for other basketball equipment. People have high price awareness on certain key value items (KVIs) that influence total store value perception and customer traffic. Products with less price awareness and sensitivity can float up a little to support the investment into KVIs. For example, grocery stores use the "everyday low prices" approach on reference products while prices on less popular products remain the same or even rise. Zone pricing strategies enable specific categories to follow a different set of zone rules than others. 4. Consider technological solutions Once the strategy has been developed, pay attention to its functioning. Third-party tools enable your pricing teams to handle the problems. You can simplify the process by using deep analytical tools that provide you with the agility and nimbleness necessary for retailers. Now that you know how to implement this marketing technique grab some inspiration from the examples below. Examples of Zone Pricing The following examples will give you a better understanding of how you can incorporate zone pricing in your greater marketing strategy. Let’s take the gasoline industry, for example. Suppliers often sell the same brands of gasoline to retailers at different costs. The price is based on the “price zone” in which the retailer is located. These zones aren’t established by the law but by suppliers' needs (transportation costs, additional fees, etc.). Let’s imagine a home decor manufacturer based in Mexico that ships lamps, paintings, mirrors, and vases into the US. The manufacturer can create four pricing zones, and people from different locations will have to pay different costs based on the company's criteria (transportation costs, additional fees). Eventually, a client in Texas who has ordered 10 paintings will receive a smaller bill than a client who has placed the same order but from New England. All in all, zone pricing is a marketing strategy that enables companies to segment their product offerings into individual "price zones" based on local preferences, habits, and price sensitivities. Usually, the higher transport costs, the greater the number of zones.
WhatsApp marketing strategy
WhatsApp marketing strategy
A WhatsApp marketing strategy is a set of methods that utilizes WhatsApp messenger as a platform for brand promotion and direct communication with your target audience. In this video, Alex, a marketer at LIKE.TG, shares killer tips to create a powerful WhatsApp marketing strategy. WhatsApp is a free mobile application that allows people to chat, share files and images, make voice and video calls. It is trendy in regions with high SMS charges, like South Africa, Brazil, Mexico, India, and Malaysia. In February 2014, Facebook acquired WhatsApp for $19 billion. WhatsApp is an excellent channel that allows you to directly engage with customers since it provides two-way online communication, just like in real stores. Let’s find out why it’s a good idea to use WhatsApp in your overall digital marketing strategy. 7 Reasons to Include WhatsApp in Your Marketing Strategy It has worldwide coverage It offers high user engagement It is based on permission marketing It allows you to personalize your communication Its features can be used for marketing It provides an app for running a business It provides a Business API A common digital marketing best practice is to make your business present where your potential clients already hang out. Social networks and messengers are the places where users spend most of their time online, so using WhatsApp you can communicate with audiences around the globe, provide customer support, confirm purchases, send shipping updates, etc. Seven reasons that WhatsApp is worthwhile for marketers. Here they are: It has worldwide coverage. WhatsApp has more than two billion active users from 180 countries. On this platform, you can surely find an interested audience to tailor your products and services to. According to Statista, people from 15 to 45 make up 66% of the US’s WhatsApp audience. This allows you to establish relationships with a young and active audience in terms of shopping. It offers high user engagement. According to Statista, around 58% of global users check WhatsApp a few times a day. That means that you can regularly engage and build rapport with a considerable portion of the WhatsApp audience. It is based on permission marketing. You can only send messages to people if they share their phone numbers with your brand or initiate a conversation. Though permission marketing rules are strict, such a policy results in a segmented audience and ensures that your company has highly interested leads. It allows you to personalize your communication. WhatsApp allows you to collect users’ behavioral data, including data about their interests and shopping preferences. Based on this information, you can better tailor your promotions in the future and offer the most relevant goods at the right time. Its features can be used for marketing. For instance, with the WhatsApp groups feature, you can make up to a 256-member group of your most valuable clients and send them exclusive offers and early-bird promo codes for events to celebrate their loyalty. The broadcast feature allows you to send video announcements to multiple contacts at once. It provides an app for running a business. WhatsApp Business App allows you to create your business profile, provide your hours, link to your website, and other necessary details about your brand. WhatsApp Business also offers useful features, like a product catalog, quick replies, and automated welcome and away messages at no cost. With these functions at hand, you can also improve your customer care team. It provides a Business API. It’s designed for medium and large businesses. With it, you can send automated updates, notifications, and shipping details to your contacts. For these reasons, WhatsApp may be worth your while, so let’s have a closer look at how to implement this channel into your plan. How to Develop Your WhatsApp Marketing Strategy Learn the Opt-in Rules Download WhatsApp Business App Create a Business Profile Promote your WhatsApp Profile and Opt-in Users Set Up Quick Replies Use Automated Messages Organize Contacts and Chat with Labels Create a Catalog of Your Products The following eight steps are the basis of every WhatsApp marketing strategy. Let’s review them so you could better understand how to approach this channel. Step 1: Learn the Opt-in Rules Although WhatsApp opened the doors for businesses, user experience is still in sharp focus for this company, unlike Facebook. The rules for marketers are quite strict, and, in essence, they require brands to build transparent relationships with opted-in users. Let’s quickly review the five key regulations: Companies must get active agreement from people. Only users can initiate communication with brands either by sharing their phone number with you or by contacting your brand directly on WhatsApp to communicate their consent. The opt-in subscription forms must include your WhatsApp name, logo, information about the content that users will receive, and a field for entering their phone number. A checkbox that lets users subscribe to various channels at once doesn’t count as the WhatsApp opt-in. Brands must clarify the types of information users will receive after they sign up. It may include shipping updates, transaction notifications, new content and product promos, etc. If you decide to send other types of messages later, you need to inform users and ask for their permission again. If users call your company on WhatsApp for customer support, that doesn’t count as opting-in. In this case, you are not allowed to follow-up with any messages except one within a 24-hour window, and it can only include details about the solution to their problem. Any presentation of the WhatsApp brand in your marketing campaigns, including opt-in forms, announcements, banners, etc., must comply with the WhatsApp branding requirements. Step 2: Download WhatsApp Business App When you decide to promote your brand on WhatsApp, you should start by downloading WhatsApp Business App. It’s designed for small businesses and provides user-friendly features, like automated messages, quick responses, and contact and chat sorting to manage communication with your audience. Aside from the Android and iPhone versions of WhatsApp Business, you can also use a web version to work on a laptop. Step 3: Create a Business Profile A WhatsApp Business profile is similar to a Facebook Business page. Name your profile, upload a profile picture, add your contact number, a short description of your brand, select your location on the map, your business category, and hours. Step 4: Promote your WhatsApp Profile and Opt-in Users Add subscription forms to your landing pages and blog. Remember, according to WhatsApp regulations, you can’t use one form for several channels at once. It should also include your WhatsApp name and logo, inform users about content they will receive, and have a field for entering a phone number. Another effective option is to gather more contacts is click-to-WhatsApp ads on Facebook and Instagram. Post such advertisements to your Story and NewsFeed on both social networks. To create them, connect your Facebook and WhatsApp profiles, and use Facebook Ads Manager. Here are three types of click-to-WhatsApp ads. The first one displays in the Instagram Feed, the second in Stories, and the last in Facebook Newsfeed. They all include the advertiser’s branding, the “sponsored” disclaimer, a short descriptive text, a large image, and a CTA redirecting to a WhatsApp profile. Step 5: Set Up Quick Replies Once your promotion brings some users to chat with your brand, analyze their FAQs and set up quick replies to speed up communication and optimize routine actions. To create a quick reply, follow these steps: Tap “More options,” then “Business tools,” and “Quick replies.” Set a text message or a media file as a quick reply. Choose a shortcut for a quick reply. Create a keyword to find it quickly. Check an example of quick replies usage in WhatsApp. To reply in this case, you need to type in “/w”, and the answer will be “What kind of cake would you like?” There are some limitations you should keep in mind when managing your WhatsApp quick replies: The maximum number of stored quick replies is 50; The maximum length of a quick reply shortcut is 25 characters; Leading and trailing spaces from a shortcut are removed; All shortcuts must begin with a forward slash - '/'; The maximum number of keywords allowed per quick reply is 3; The keywords may not contain spaces or any of the following characters: '!', '#', '$', '%', '', '(', ')', '*', '+', '-', '.', '/', '\', ':', ';', '<', '=', '>', '?', '@', '[', ']', '^', '_', '`', '{', '|', '}', '~', '×', '÷', '"'; The maximum length of a keyword is 15 characters. Step 6: Use Automated Messages Set an away message when you can’t answer so your customers know when to expect a response. You can also create a greeting message to introduce your customers to your business. Follow these steps to create such messages: Tap “More options,” then “Business tools,” and “Away message” or “Greeting message.” Set a text message. Schedule when it should be sent. Choose what type of recipients will see this message. Step 7: Organize Contacts and Chat with Labels Label your contacts, chats and messages with different colors to organize them based on your business goals. For instance, you can divide chatting with new customers from chats with pending payments, or new orders from completed orders. You can set up different quick replies to better communicate with people at different stages of their buyer’s journey. It’s easy to use Labels in your WhatsApp marketing. Tap and hold a message or a chat, tap on the label symbol, and choose one of the pre-designed labels or create a new one. You can create up to 20 labels. Step 8: Create a Catalog of Your Products Add a price, product description, and number to every product in your catalog. You can upload up to 500 products. With this feature, you don’t have to redirect your customers to a website and repeatedly send product information and photos to every interested contact. You can share your catalog to promote your products and services on other social networks. Medium and large businesses can utilize the WhatsApp Business API. It offers more profound features and solutions for handling communication with the audience on WhatsApp. Let’s finish this guide by getting some actionable tips to properly strategize your business activity on WhatsApp. 5 Best Practices to Create a Killer WhatsApp Marketing Strategy Run your business communication more informally Regularly update your status Use WhatsApp to deliver customer care Send short promotions with a website link Create a WhatsApp link We’ve collected four tips that will help you plan your WhatsApp marketing efforts more effectively. Here they are: Run your business communication more informally. Many people use WhatsApp for informal interactions with their friends. It’s essential to make your business messaging trustworthy, genuine, and creative. Make your marketing campaigns in line with the personal style of this channel, staying professional at the same time. Regularly update your status. Your WhatsApp status allows you to post business-related quotes, announce events, create promos, and share links that redirect to videos on other social media sites. Make sure the status text is short, informative, and eye-catching to attract more views. Use WhatsApp to deliver customer care. It’s a great idea to use WhatsApp messages, voice and video calls, and media files to solve customers’ issues in real-time. This direct and personalized approach helps you better engage with your audience and show that you’re a trustworthy business that doesn’t hide from users when they are dissatisfied or have problems. Send short promotions with a website link. Short WhatsApp messages with links to a website help you bring your contacts to certain pages. Such messages tend to have a high click-through rate and are significant in motivating more leads to shop with your brand. Create a WhatsApp link.It will help users start communicating with your brand easily. They won't need to look for your phone number, type it and start a chat. They only need to click your link, and they will receive a pre-made message. LIKE.TG offers a tool to create a WhatsApp link quickly and for free. Add it to your landing page, website, social media, chatbots, and email campaigns. Alternatively, you can generate a QR code and place it on your physical ads to let more people join your brand offline. Congratulations, now you know why WhatsApp is an excellent channel for personalized marketing. Create a strategy to meet your business goals and the platform’s unique style.
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