# Turn WhatsApp into your central commercial system

> Control, standardize, and scale B2B sales where they actually happen: on WhatsApp.

Canonical source: [https://recerc.com/en/use-cases/whatsapp-business-b2b-sales](https://recerc.com/en/use-cases/whatsapp-business-b2b-sales)

Language: en

Category: B2B Sales via WhatsApp Business

## At a glance

- Full visibility into every commercial conversation
- AI that recommends, prioritizes, and follows up
- Email + WhatsApp unified in one commercial inbox

## Reported outcomes

- **Response time:** ↓
- **Manual work:** ↓
- **Opportunity close rate:** ↑

## The CRM does not reflect how B2B sales really happen

In practice, B2B sales happen on WhatsApp (and email), not in the CRM.

### The CRM becomes administrative overhead

Teams sell on WhatsApp and then retype everything into the CRM. Double work, zero incentives.

### Critical information lives outside the system

Quotes, agreements, exceptions, urgencies, and complaints remain in private chats that cannot be audited.

### Loss of commercial context

No one knows exactly what was promised, which documents were sent, or why a deal was lost.

### Reactive instead of proactive management

Without alerts and structured follow-up, teams respond late and miss commercial timing.

## A layer of commercial intelligence directly on top of WhatsApp

Recerc connects WhatsApp Business (and email) with your commercial stack and turns it into a structured, traceable, automated channel.

### Conversation sync and backup

Every WhatsApp conversation is synchronized to Recerc so your company keeps full commercial history and traceability.

### AI assisting the seller in real time

Reply recommendations, follow-up reminders, and cross-sell suggestions based on full historical context.

### Automatic sync with CRM and ERP

Information flows into your systems without the team typing anything.

## How it works

1. **WhatsApp Business connection.** We connect your team’s numbers via WhatsApp Business (API) in coexistence mode, without changing how they work.
2. **Automatic conversation structuring.** AI detects customers, opportunities, products, prices, and commitments inside messages.
3. **Reminders and recommendations.** The system suggests next steps, follow-ups, and offers based on historical context and success patterns.
4. **Email integration (Gmail and Outlook).** Sync email conversations into the same inbox to preserve context and coordinate commercial follow-up.
5. **Operational automation.** Tasks, approvals, and notifications are triggered automatically with no manual intervention.

## Key capabilities

### WhatsApp conversation sync

Automatically sync WhatsApp conversations to Recerc for backup, search, and traceability.

### Follow-up reminders

Alerts when a customer is left unanswered or a deal is cooling down.

### AI recommendations

Next best message, next best product, next best moment.

### Automate manual tasks

Create quotes, tasks, and internal handoffs automatically from conversations.

### Unified inbox (WhatsApp + Email)

Keep WhatsApp and email in one commercial view to avoid losing context between channels.

### Full audit trail

Complete history of conversations, decisions, and commitments.

## Integrations

- **WhatsApp Business API** — Channel
- **Gmail** — Email
- **Outlook** — Email
- **Salesforce** — CRM
- **HubSpot** — CRM
- **SAP** — ERP
- **Odoo** — ERP
- **API** — Integration

Connecting WhatsApp requires WhatsApp Business. Recerc can sync Gmail and Outlook to unify conversations and automate follow-up.

## Before and after Recerc

### Before

- Isolated chats per salesperson
- Incomplete and outdated CRM
- Forgotten follow-ups
- No real traceability

### After

- Centralized and structured WhatsApp
- Gmail + Outlook unified in one view
- AI prioritizing opportunities
- Full visibility into the commercial relationship

## Frequently asked questions

### Does the team need to change how they use WhatsApp?

No. They keep using WhatsApp normally. Recerc runs in the background.

### Do we need WhatsApp Business to connect?

Yes. Connecting numbers requires WhatsApp Business (API). We help you set it up.

### Can we integrate email too?

Yes. Recerc can integrate Gmail and Outlook so email conversations live alongside WhatsApp context.

### Does it replace our CRM?

No. Recerc feeds it automatically with real operational data.

### Can we start with a pilot team?

Yes. Most companies begin with a small sales group and expand gradually.

## Take control of sales where they really happen

Connect WhatsApp Business and see how Recerc structures conversations, adds reminders, and automates manual work.