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ERP and enterprise software implementation partners · WhatsApp marketing

Use WhatsApp for documents and quick answers, not for broadcast pitches.

WhatsApp for an ERP partner is the channel where promoters and finance heads send a quick question, a document or a reply during an evaluation. GullySales sets rules for its use with buyers and clients.

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

Enterprise software consultants reviewing a system configuration

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 ERP and enterprise software implementation partners

Sales and marketing for ERP and enterprise software implementation partners, the overview.

Last updated 22 Oct 2026.

For ERP and enterprise software implementation partners

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

  • “Promoters prefer WhatsApp to email”

    Owner-run companies answer a short message faster than a formal mail. A partner who insists on email loses the quick reply that keeps a deal alive.

  • “Documents get lost in personal chats”

    Proposals and statements sent from a consultant's phone are not on record. When the consultant leaves, the thread leaves too.

  • “Broadcast pitches get blocked”

    A promotional broadcast to a prospect list is read as spam. A message about an invitation to a CFO forum, sent to someone who asked for it, is read.

  • “Clients use it for urgent support”

    A plant stopped by an issue messages the consultant directly. Without rules the team is interrupted all day and the issue still lacks a ticket.

What we do

What we deliver for ERP and enterprise software implementation partners.

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

  1. A WhatsApp Business setup

    A business profile with the firm's name, hours and catalogue of services, on a shared number.

    Result: Buyers reach the firm, not a person's phone.

  2. Rules for what goes on WhatsApp

    A one-page guide on documents, pricing and personal data, and what must move to email or the ticket system.

    Result: Records stay in the firm's systems.

  3. Opt-in practice for outreach

    A routine for asking consent before messaging, with a simple way to stop.

    Result: Messages go only to people who agreed.

  4. Message templates for common moments

    Short messages for meeting confirmations, document delivery and event invitations.

    Result: The team replies in a consistent voice.

  5. Support intake via WhatsApp

    A routine that turns a client's message into a logged support ticket with an owner.

    Result: Urgent requests are recorded and routed.

  6. Document handover routine

    A step that copies every proposal, statement of work and sign-off sent in a chat into the deal record or the shared drive on the same day, with the file name, date and sender.

    Result: A deal's papers are on record when a consultant moves on.

  7. Meeting-day confirmations

    A message the evening before a demo or workshop with the time, the venue or link, the attendees from the firm and the document the client should read, sent from the shared number.

    Result: Clients arrive at demos knowing the plan.

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

The messages an ERP partner can send on WhatsApp that a promoter or finance head will welcome.

Meeting confirmation
A short message the evening before with the time, place or link and the names attending. It saves a missed meeting and shows the committee who will be in the room.
Document handover
A courtesy message when a proposal, profile or reference sheet is emailed, so the buyer knows to look for it. The formal copy stays in email.
Consent to message
Record that the contact agreed to be messaged and on which number. Without it, stay with email; check the platform's current rules and your own adviser's guidance.
User support request after go-live
A fixed way for a client to send an issue with a screenshot and the user's name. The support desk logs it and replies from the business number.
Training session reminder
A message to the client's users with the session time, the room or link and what to bring. It cuts empty chairs without calling each person.

Who it is for

This is written for these ERP and enterprise software implementation partners.

  • SAP Business One and S/4HANA partners
  • Microsoft Dynamics 365 and Business Central partners
  • Oracle NetSuite and Oracle Fusion partners
  • Odoo, ERPNext and open-source ERP implementers
  • Zoho One and Zoho Creator implementation partners
  • Industry-specific ERP firms for manufacturing, pharma or distribution
  • HRMS, payroll and finance system implementers
  • Supply chain, warehouse and procurement software partners
  • Data migration and integration specialists

Not for

It is not the right fit if.

  • You plan to send proposals and pitches to people who have never spoken to you, which the platform may block and buyers resent
  • Consultants use personal numbers for client work and the firm has no record of what was said

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 message prospects from a list?
Only with their agreement. Check the platform's current rules and the law with your own adviser before any broadcast. Record the date and the way each person agreed, and remove a number when asked.
Should consultants use their own numbers?
Use the business number for the firm's communication and keep personal numbers for personal use. A client thread is a firm record. When a consultant leaves, the firm keeps the thread and the client keeps a known contact.
Is WhatsApp suitable for sending proposals?
For a courtesy copy, yes. Send the formal proposal by email as well, so it sits in the firm's records. Keep the quotation and the statement of work on the email trail, where legal and finance staff will look for them.
Can a client send confidential data on WhatsApp?
Not a payroll file or a login. Tell clients at kick-off which information goes through your secure file route and which can be a quick message. A client's data in a personal chat is a risk neither side should accept.
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 ERP and enterprise software implementation partners

Everything else we would do for you.

Or start from the overview: sales and marketing for ERP and enterprise software implementation partners.

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