Digital selling and CRM

Selling with WhatsApp, social media and a CRM.

📖 Key ideas

Many Indian buyers first contact a business on WhatsApp, Instagram or Google Maps.
A CRM records each lead, its source, conversations and next follow-up date.
Response speed matters: an enquiry answered quickly is far more likely to convert.
Social selling means helpful content and conversations, not spamming messages.
Customer consent matters: send marketing messages only to people who agreed to receive them.

💡 Real-life example: Like a notebook every good salesperson used to keep, but shared by the team, searchable and with reminders.

LeadA person who has shown interest

CRMSoftware to track leads and customers

Lead sourceWhere the enquiry came from

ConsentPermission to send messages