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Data analytics companies · WhatsApp marketing

Use WhatsApp to send a sample screen to an owner who will not open a long email.

WhatsApp marketing for an analytics firm is the careful use of the app for sharing a sample dashboard, confirming a meeting and keeping a client conversation moving. GullySales drafts the messages and the opt-in wording, and sets the limits on what is sent.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of software development companies at work in India

What WhatsApp marketing means

WhatsApp marketing is sending updates, offers and reminders to customers on the app most Indian buyers already check daily. GullySales sets up business WhatsApp, writes the message templates and keeps the list consented and current.

Also for data analytics companies

Sales and marketing for data analytics companies, the overview.

Last updated 18 Oct 2026.

For data analytics companies

Where it usually goes wrong, and what we would do.

  • “Owners read WhatsApp before email”

    A business owner in a mid-sized firm may leave an email unread for a week but answer a message with a screenshot. A single sample screen with one line of context is easier to open than a long document.

  • “Unasked messages harm the firm's name”

    Sending a bulk message to numbers collected from a list annoys the people you hope to work with. Message only those who have spoken to you or agreed to hear from you, and check the platform's current rules.

  • “Chats hold decisions that nobody records”

    A pilot scope agreed over WhatsApp is lost when the phone changes. Key points should be copied into the CRM and confirmed in writing, so the chat does not become the only record.

  • “Client data does not belong in a chat”

    A screenshot with real figures sent to the wrong group is a serious mistake. Share samples built on invented data, and use a secure channel for anything that carries a client's numbers.

What we do

What we deliver for data analytics companies.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Opt-in wording

    A short line on the website and forms asking permission to message on WhatsApp, and saying what will be sent.

    Result: Every contact you message has agreed to it.

  2. Message templates for each stage

    Short messages for meeting confirmation, sample sharing and post-call notes, in plain language.

    Result: Your team sends clear messages in a consistent voice.

  3. Sample screen sharing guide

    A guide on preparing a sample image that is readable on a phone and clearly marked as invented.

    Result: The owner can understand the screen at a glance.

  4. Chat-to-CRM routine

    A step that records agreed points from a chat in the CRM and sends a written summary.

    Result: Decisions survive a change of phone or person.

  5. Do-not-share list

    A written list of what never goes on WhatsApp, such as client datasets and credentials.

    Result: Staff know the limits before they type.

How the result is measured

  • Messages delivered
  • Reply rate
  • Enquiries from WhatsApp

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full WhatsApp marketing and automation page

What to capture or send

Use the chat to send a sample screen or a short answer, and record any decision in the CRM.

A sample screen for the owner's function
A single image of the dashboard on invented data, sent after the owner has asked for it in a call.
A reply to a data question
A short written answer, then a note in the CRM of what was said, since chats hide decisions.
A meeting confirmation
The date, the attendees and the files the owner should have ready, sent a day ahead of the call.
Opt-in request wording
A plain line asking if the owner is happy to receive samples on this number, logged with the date.
A thanks after a call
Two lines naming what was agreed, so the owner and the team hold the same record of next steps.
The do-not-share list
A list in the team handbook of what never goes in a chat, such as client records, invoice files and passwords.

Who it is for

This is written for these data analytics companies.

  • Business intelligence and dashboard consultancies
  • Sales and marketing analytics specialists
  • Retail and distribution analytics firms
  • Manufacturing and operations analytics providers
  • Finance and collections analytics specialists
  • Customer churn and segmentation analysts
  • Data engineering and warehouse build firms
  • Forecasting and demand planning specialists

Not for

It is not the right fit if.

  • Your buyers are corporate procurement teams that do not use the app for business, so a sample sent there would not be read.
  • The team shares client files in chats today, and a marketing channel built on top of that habit would add exposure.

How it works

How the whatsapp marketing work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Read the chats you already have

    We read how customers write to you, which questions repeat and where a chat goes quiet. The repeated questions decide what gets automated first.

  2. 2

    Sort the list and the permission

    Contacts who asked to hear from you are separated from numbers that only sit in a phone book. We agree the wording new contacts will see before they say yes.

  3. 3

    Choose the app or the API

    One phone and a small team can stay on the ordinary app. Several people on one number, templates or a CRM link need the API through a provider, which is its own piece of setup work.

  4. 4

    Write the replies and the plan

    The greeting, away message, saved replies and handover rule are written in your words and approved by you. The message plan and its templates follow.

  5. 5

    Connect the record and test

    Each link carries its source line and each chat lands in the CRM. We test on real phones, including a customer who asks for a person.

  6. 6

    Read the unanswered questions

    A question the first reply could not answer becomes a new saved reply or a fixed handover. Stop requests are watched too, with the number's quality rating where the API is used, since both show a message plan that has gone too far.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 0, foundation. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Can we run broadcast campaigns?
Only to people who have agreed to receive them, and within the platform's current rules. For a firm selling projects, one-to-one messages fit better than broadcasts.
Should we use a business account?
A business account gives a profile and a catalogue-like presence, which suits a firm that wants to look established. Check what it offers against what you need before you switch.
Who should reply to messages?
The person who spoke with the prospect, so the conversation stays continuous. A shared number needs a rule for who answers and when a chat is handed over.
Can we send client files over WhatsApp?
Do not. A chat holds data on personal phones and in backups the client cannot control. Share client files through the agreed secure route and use the chat for scheduling and samples built on invented data. Write this into the team's rules.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for data analytics companies

Everything else we would do for you.

Or start from the overview: sales and marketing for data analytics companies.

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