A price question is the beginning of a sales conversation
A prospect asks, “How much does this cost?” Your answer may need to cover what is included, which option fits their requirements and how they can proceed. The sales process starts when the team understands the need and agrees the next step.
Take an illustrative office equipment supplier. A customer messages about equipment for a new branch. The adviser needs quantities, delivery requirements and a suitable configuration before preparing an offer. Capturing those details makes the follow-up useful to both the prospect and the team.
Give each enquiry an adviser and a record
Agree who handles new enquiries and what information to capture. Record the customer, their requirements, the source of the enquiry and the next action. Keep enough information for another adviser to continue if the first person is unavailable.
GoDesk connects the WhatsApp conversation to customer records and sales opportunities. Configure lead assignment and pipeline stages around the way your team sells. The record can show whether an enquiry needs qualification, a quote or a follow-up conversation.
Help the adviser prepare a consistent offer
A quote needs to be clear and accurate. Staff should use the agreed product information, prices and commercial rules. A shared catalogue reduces the need to rebuild each offer from separate price lists or earlier documents.
GoDesk CPQ and quote tools support catalogue items, quantities, discounts, VAT and applicable fees, with branded PDF generation. Share the quote through WhatsApp or another suitable channel and keep its status with the sales opportunity. Configure the catalogue and quote process around your business.
Plan the follow-up while the conversation is active
Ask what the prospect needs to decide and agree when to contact them again. A planned follow-up should have a date, an owner and a reason. It may involve clarifying the offer, arranging a demonstration or confirming the customer’s decision.
GoDesk tasks and opportunity stages help the adviser organise that work. Where a call is useful, the team can use connected business calling with the customer context available. Configured call outcomes can create follow-up tasks or update the opportunity according to your rules.
Keep the conversation relevant when you contact the prospect again
Refer to the requirement and the agreed next step. Make it easy for the customer to ask a question or explain that the timing has changed. Respect the contact preferences they give your team.
On the WhatsApp Business Platform, free-form replies are available within the 24-hour customer service window after the customer’s latest message. Outside it, approved templates are required. Plan WhatsApp follow-up with recipient permission and the appropriate template, rather than assuming any message can be sent at any time.
Use campaigns to start conversations your team can handle
For permission-based outreach, choose contacts for whom the offer is relevant. Prepare a clear message and decide where incoming replies should go. Make sure the receiving team understands the offer and has time to respond.
GoDesk message campaigns support audience filters, personalised content, drafts, tests, scheduling, sending pace and reply routing. A campaign reply can become work for the sales team. Agree how enquiries connect to customer records and opportunities, then test that path before sending to a wider audience.
Review the sales work behind the message counts
A manager needs to know which enquiries were assigned, which received quotes, which require follow-up and which opportunities progressed. Review the records and available pipeline reporting to see where work is waiting.
Set a baseline using your current process, then compare the same measures after implementation. Quote turnaround, overdue follow-ups and progression between agreed sales stages can be useful measures. Interpret them in the context of your product, customer demand and team capacity. The software supports the process; your offer and sales execution still matter.
Test the journey from enquiry to decision
Bring a typical product enquiry, your current catalogue or price list, and an example quote to a GoDesk demonstration. Walk through assignment, qualification, quote preparation, sharing and the next task.
Include the existing CRM or ERP if it holds the customer or order record. Agree which system owns each part of the process so the adviser can continue the sales conversation with reliable information.
Useful official guidance: WhatsApp messaging requirements.
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