Practical Guide

Conversational Sales: A Quick Guide to Conversational Selling

Kevin Wong
December 7, 2023

In the dynamic realm of customer engagement, conversational sales are a game-changer, blending real-time communication with personalized customer experiences.

This article explores the transformative impact of conversational selling versus traditional sales, examining its benefits, challenges, and the range of messaging apps available for conversational sales. It also showcases success stories of companies that have effectively adopted this approach.

Additionally, the article highlights how platforms like offer innovative solutions to augment conversational sales strategies.

Conversational Sales: What is it?

The main difference between conversational and traditional sales methods lies in the type and direction of communication.

Conversational selling is a modern sales approach that focuses on dialog with the customer and a personal approach. In contrast to traditional sales methods, which are often based on one-way communication (cold calling), conversational sales is based on two-way conversations.

This approach uses direct digital communication, usually digital channels such as messaging apps or social media platforms, to build a more intimate and responsive relationship with customers.

However, traditional sales methods tend to be linear and scripted, focusing on pushing a sales agenda.

Conversational selling is more interactive as to traditional selling
The differences between conversational sales and traditional sales

Conversational sales, with its focus on on personalized and customer-driven interactions uses conversational AI to enhance customer relationships and sales performance. By tailoring conversations to customers' preferences and behavior, businesses provide more engaging and relevant experiences, strengthening customer relationships.

Choosing the right messaging channels is critical to maximize the benefits of conversational selling. Your messaging channels of choice enable real-time, personalized interactions that are critical to the effectiveness of this modern sales approach. Next, we'll look at the key factors in selecting the right messaging apps.

Choosing the Right Messaging Channels

Choosing the right messaging channels is important for conversational sales as sales agents will engage into real-time interactions with customers. The right messaging apps not only facilitates conversations, but also significantly improves the overall sales strategy.

Here are what some key considerations when choosing the right messaging channels:

  • Global popularity and reach: Identify messaging apps that are popular among your target audience or region of business.
  • Features and functionalities: Choose messaging channels that offer features for a dynamic conversational sales approach such as multimedia messaging and CRM integration which are important for a dynamic, conversational sales environment.
  • Reliability and security: Prioritize messaging channels known for their reliability and robust security measures to protect sensitive customer data.
  • User Experience: A seamless and intuitive user experience for both the sales team and customers can have a significant impact on the success of sales conversations.

Next, we'll explore how adopting conversational selling can benefit businesses.

Benefits of Conversational Sales

Conversational sales offers various benefits for businesses in any industry. Let’s go through them here.

Conversational Sales: Personalized Customer Experience

Conversational sales enable businesses to tailor their communication to customer preferences, previous interactions and purchase history of each customer. This personalized approach goes beyond generic sales pitches and allows sales reps to offer solutions and products that are tailored to the customer's individual needs.

This level of personalization not only makes customers feel valued and understood, but it also increases the relevance and effectiveness of the sales interaction.

Conversational Sales: Improved Customer Engagement

Real-time two-way communication in conversational sales significantly increases customer loyalty. Customers can have their queries addressed promptly and have a meaningful conversation instead of just receiving information. This continuous interaction keeps customers engaged and invested in the conversation, strengthening their relationship with the brand.

Conversational selling benefits
Benefits of Conversational Sales

Conversational Sales: Higher Sales Conversion Rates

Customers are more likely to make a purchase when they receive quick and personalized solutions to their queries, as opposed to generic responses or delayed communication common with traditional sales methods. By focusing on understanding the customer's needs and providing immediate, relevant responses, conversational sales can lead to higher conversion rates.

Enhanced Customer Loyalty

The personalized and responsive nature of conversational sales helps builds trust and credibility with customers. When customers feel that they are heard and valued, they are more likely to develop a sense of loyalty to the brand. This loyalty leads to repeat business, longer customer retention and often, customers become advocates for the brand, sharing their positive experiences with others.

Efficient Lead Qualification

Conversational sales enhanced with AI and machine learning greatly streamline lead qualification. Automation can process initial inquiries, collect important information and assess lead potential. This allows sales reps to focus on high-potential leads and increase the efficiency and effectiveness of the sales process.

These advantages underscore the effectiveness of conversational sales in today's digital and customer-centric market. Building on these benefits, we'll delve into common challenges businesses face when adopting conversational sales strategies.

Challenges in Conversational Sales

Although conversational sales brings significant benefits, businesses need to be aware of the challenges involved. Here are some of the most common challenges that businesses face when adopting conversational sales.

Juggling Multiple Messaging Channels

Businesses may find it challenging to deliver quick and consistent responses across multiple channels such as WhatsApp, Facebook Messenger and live chat, which can lead to inconsistent service or delayed responses due to juggling multiple messaging channels.

Lack of Multiuser Access

Some channels, such as the WhatsApp Business app, support a limited number of users per account, making it difficult for businesses to handle a large number of requests efficiently and respond in a timely manner.

Conversational selling and its common challenges
Common challenges businesses face in conversational selling

Short Messaging Windows

Certain channels such as WhatsApp API and Facebook Messenger enforce a 24-hour message window, making it challenging for businesses to respond within the given timeframe especially during busy periods or during non-operating hours.

Manual Routing

When businesses are dealing with customers across multiple platforms, manually routing to the appropriate team becomes time-consuming. This leads to delayed responses and potential customer frustration.

Quality Control Issue

Businesses often struggle to monitor conversation quality and agent performance when juggling multiple platforms or when sales agents utilize their personal phone devices to chat with customers.

While these challenges in conversational sales highlight the complexity that businesses face, they also pave the way for innovative solutions and success stories.

How Two Businesses Found Success in Adopting Conversational Sales

Let's explore real-life examples of how businesses harness conversational sales to increase customer engagement and boost sales.

Sport Center Los Naranjos

Sport Center Los Naranjos was handling customer inquiries on multiple channels, like the WhatsApp Business app. However, due to limited multi-user access to the app, only a few agents were able to chat with customers at the same time, resulting in a delay in responses.

To streamline inquiry processing and supervision, the center sought to integrate its wellness management software with a business messaging solution, centralizing customer conversations and data while enabling multi-user access.

The center upgraded from WhatsApp Business App to WhatsApp API and connected it with Facebook Messenger and Instagram to This integration allowed agents to efficiently handle omnichannel inquiries from a single platform, streamlining communication and improving response efficiency.

With a conversational sales platform like, Sport Center Los Naranjos reduced first response time from 20 to 5 mins

Sport Center Los Naranjos used's Workflows to automate frequently asked questions (FAQs) and responses, as most of their queries were predictable or revolved around similar topics.

In addition, Workflows helped route complex inquiries to the sales team and assign them to an available agent. The center also uses these conversations as an opportunity to add customers to a sales funnel.

As a result, the sports center was able to reduce first response time from 20 to 5 minutes, turnaround time from 5 to 1 minute, and convert 20% more subscribers from inquiries.

Lamarsa Coffee

As the business grew, Lamarsa Coffee struggled to handle the flood of sales, orders and after-sales inquiries through WhatsApp. It wanted to process requests efficiently and automate tasks.

Lamarsa Coffee was looking for a business messaging solution provider capable of streamlining customer communication and shortening the sales cycle through automation.

It used to centralize omnichannel communication and assign customers to the right sales agents with tailored routing strategies.

Lamarsa Coffee use conversational selling to boost sales by 50%
Lamarsa Coffee boost sales by 50% through conversational selling

As a result, Lamarsa Coffee improved response time by 38%, leading to a 50% increase in sales in less than a year.

Businesses are undoubtedly benefiting from conversational sales, but in order to take full advantage of it, choosing the right conversational sales platform tailored to their specific needs is crucial. Let's explore how in the following section.

Leverage Conversational Sales With

In this section, we will look at how businesses can use customer conversation management software, such as, to initiate their conversational sales approach.

Use as your conversational sales platform
Leverage conversational selling with

Multiuser Access on a Unified Omnichannel Dashboard

Businesses frequently face the challenge of connecting with customers across numerous instant messaging channels. The difficulty lies in managing and juggling different channels simultaneously, which leads to a high risk of missing messages from customers or not responding in time.

Connect all popular messaging channels onto a unified omnichannel inbox with a conversational sales platform like
Connect all popular messaging channels to a unified omnichannel inbox on your conversational sales platform solves these problems by supporting all popular instant messaging channels such as WhatsApp, Facebook Messenger, Telegram and custom channels, allowing businesses to consolidate conversations into a unified omnichannel inbox.

This streamlines communication for conversation sales and enables seamless responses to customers without juggling multiple platforms.

With's Contact Merge feature, businesses can unify customer profiles from different channels into one. This helps sales reps recognize returning customers and ensure customers’ details are up-to-date.

Merge cross-channel conversation on your conversational sales platform with
Conversational Sales Platform: Merge cross-channel conversations in a unified thread to improve customer communication

By minimizing clutter and giving sales reps a comprehensive view of customer interactions, businesses are empowered to make more informed customer care decisions and personalize their interactions more effectively.

The result is a seamless customer experience that ensures consistency across all communication channels used by the customer.

Reopen and Extend Messaging Windows

As mentioned earlier, short messaging windows are one of the common challenges in conversational selling. Due to this limitation, sales reps cannot communicate with customers unless customers reopen the messaging windows with a new message. provides businesses with solutions to resume conversations with customers across diverse messaging channels. With, businesses can create, validate and save WhatsApp API message templates to re-open the WhatsApp API messaging window.

Conversational Sales Platform: Reopen and extend messaging windows with Template Messages and Messages Tags

For the messaging window on Facebook Messenger, businesses can utilize Facebook Message Tag, which allows sales reps to e-engage with the customer for confirmed event and, post-purchase notifications as well as account updates.

In addition, is one of the few platforms that support the Human Tag Agent, which extends Facebook Messenger's window from 24 hours to 7 days.

Using these solutions to extend messaging windows and navigate conversation restrictions significantly improves ongoing customer engagement and sales interactions.

Automate Sales Process

In conversational sales, certain tasks can be repetitive and tedious for sales teams, diverting attention from more important sales activities. By automating these processes, sales reps can be more productive and focus on high-value interactions.'s chat routing and auto-assignment Workflows are designed to manage large volumes of inbound conversations.

Conversation sales: Route customer conversations based on their sales-related goals
Conversational Sales Platform: Route conversations based on their sales-related goals

For example, businesses can implement multiple-choice questions to route conversations according to their sales-related goals. Tags can also be used to categorize and route specific customer segments, such as VIP or corporate customers.

Once conversations are correctly routed, they can be assigned to either an available sales representative or a specific agent based on pre-defined assignment criteria. This ensures that each customer interaction is handled by the most suitable team member, improving the sales process.

Streamline conversational selling process with automation
Conversational Sales Platform: Automate conversational selling process to quickly understand customer needs

Automation streamlines sales process, enabling sales reps to quickly focus on understanding the needs of potential customers, significantly increasing the chances of a successful sale.

Seamless Integration With External Platforms

Businesses face major challenges with disjointed sales tools, especially the inconvenience of alternating between messaging platforms and CRM systems, leading to disrupted workflows and potential data inaccuracies.

With, businesses can integrate external CRM platforms such as HubSpot and Salesforce, enabling direct creation and update of customer records and deals without leaving platform. This integration streamlines conversational selling processes and ensures consistent, up-to-date customer data.

Leverage a conversational sales platform that is able to integrate external apps to streamline conversational selling processes
Conversational Sales Platform: Zapier integration enables businesses to create extensive automation with over 5,000 apps

By integrating with Zapier and, businesses can connect to various applications, enabling the automation of a variety of tasks beyond CRM.

One notable example is the integration with Bigcommerce. This provides real-time updates of customer data between and BigCommerce and the ability to send messages to customers about their orders and abandoned cart messages to prompt purchases.

Improve Visibility of Sales Team Activities

In conversational selling, a common challenge is for businesses to store sales conversation records when their sales reps use personal devices to communicate with customers. This also disrupt the conversation’s continuity with customers when agents change or are absent.

Furthermore, the use of multiple phone numbers by sales teams can lead to confusion for customers as it lacks a unified point of contact, resulting in fragmented communication and potentially impacting the customer experience.

The lack of a shared inbox adversely affects brand image and customer experience and highlights the disadvantages of using personal phone numbers for sales.

Leverage a platform like to monitor live conversation in real time
Conversational Sales Platform: allows businesses to monitor live conversations in real time

The Messages Module provides a single point of contact for sales reps to monitor and respond to inquiries across multiple channels. This gives businesses more visibility of sales agents’ conversations and activities and allows managers to monitor live conversations in real time.

The Reports Module provides insights into the sales team's performance insights enabling businesses to make data-driven decisions on sales strategies

In conclusion, conversational sales represent a potent strategy for businesses seeking deeper engagement with customers. By utilizing platforms like, businesses can transform their sales approach, fostering stronger customer relationships and driving enhanced sales outcomes.

Looking for a conversational sales platform to take your business to the next level? Try for free!

Further Reading

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Kevin Wong
Content Writer
Kevin Wong, a Senior Content Writer at since 2023, holds a Diploma in Mass Communications. His extensive expertise is channeled towards in-depth articles on customer conversations and the business messaging landscape.
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