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Goal Notification Module

In this article we will talk about the Goal Notification Module, which allows the company to notify the seller’s goals via WhatsApp.

  • Seller stays updated with their sales goals.
  • Helps to anticipate strategy adjustments, as the salesperson knows when they are far from their target.
  • Brings more autonomy to the seller, who does not need to depend on daily reports.
  • Ensures that no salesperson forgets or loses sight of their goal.
  • Promotes productivity, because information arrives directly on WhatsApp, without needing to access systems.
  • This functionality is only compatible with goals per salesperson and considers the value of sales, not revenue.
  • Example message

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  • Example of message when goal is reached.

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  • Example of message when goal is not achieved.

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  • We provide several variables to personalize the message, they can be accessed by clicking on the question mark

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  • As each message can be different, it is easy to customize for each situation, here are some examples of how the seller receives the message.
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How to activate the Goal Notification Module?

Section titled “How to activate the Goal Notification Module?”
  • Contact our commercial team.
  • Important: Before activating the module, you must have a WhatsApp number for your company.
  • Messages are sent every day at 8am.
  • Who receives the notification?
    • The seller receives it.
    • It is also possible to configure a number to receive a copy.
    • It is also possible to configure a number for the person responsible who will receive a message when a goal is not configured.