Automate outreach to new leads to extract valuable insights, saving your sales team from wasting time on calls
Automate outreach to new leads to extract valuable insights, saving your sales team from wasting time on calls
Case study:
A dealership decided to implement this solution because, despite having a 5-person showroom sales team, they felt sales were "slipping through their fingers."
1. The Challenge: Overwhelmed by "Tire-Kickers"
The situation was critical:
2. The Solution: Automated Qualification Flow
The system triggers a sequential question tree designed to filter buying intent and gather key data before a rep invests a single minute. The flow asks:
3. Impact on Management & Efficiency
Following implementation, the team has been able to engage with significantly more clients, as the system works for them during the initial phase. The volume of responses and team acceptance has been so high that it completely transformed their workflow: certain reps now focus exclusively on leads who answered all the questions in the tree, guaranteeing their time is spent only on top-tier opportunities.
Qualification Metrics
Conversion & Profitability
The true key to success lies in sales efficiency. The system doesn't just save time; it doubles the probability of closing. When a rep works a lead that has already replied to the automated WhatsApp (a "complete profile"), the conversion rate jumps to 5.1%, compared to just 2.3% for leads that bypass this filter.
Pre-Qualified Leads (Automated Filter Applied)
Non-Pre-Qualified Leads (No Filter Applied)
This automation includes one automation, one custom field and nine Whatsapp templates
Coste WA precualificación1 Precualificación2 Precualificación3 Precualificación4 Precualificación5 Precualificación6 PrecualificaciónLo siento no entiendoNo contesta (Primer mensaje)No contesta (2do mensaje en adelante)Follow these steps to integrate this resource into your Walcu account.
1. Locate the application in the system.
2. Click Install to add the app to your account.
1. Navigate to the Templates section.
2. Select the newly installed templates and click Send for approval.
3. Wait for confirmation that the templates are Approved before proceeding.
1. Go to the Automations section.
2. Open the workflow you wish to configure.
1. Locate the steps labeled Send WhatsApp.
2. Insert the corresponding Approved Template specific to each branch of the flow.
1. Go to the Split (bifurcation) steps.
2. Ensure you insert the corresponding Statuses to define the correct path for the automation.
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