Case Study · Manufacturing · Product
AutoReach: WhatsApp sales engagement for industrial automation
AutoReach is a WhatsApp marketing and engagement platform built exclusively for the industrial automation sector. It helps system integrators, panel builders, machine OEMs, distributors and instrumentation service companies manage the long, committee-driven capital sales cycles — often 6 to 24 months — that define their business.
- Product
- AutoReach
- Client
- Sun Energy & Automation
- Industry
- Industrial automation
- Built for
- System integrators, panel builders, OEMs, distributors and instrumentation service firms
- Channel
- WhatsApp Business Platform
- Sales cycles
- 6 to 24 months
Overview
Generic WhatsApp tools are built for high-volume retail broadcasts and don't understand what an automation business sells. AutoReach takes a deliberately narrow approach: it models the real engineering sales workflow — RFQs, quotations, installed machines and technical datasheets. Clients include Sun Energy & Automation.
The challenge
Industrial automation sales are high-value, complex and slow. Traditional follow-up breaks down in three ways:
Email fatigue
Marketing emails go largely unread in industrial settings, with click-through rates typically stuck at 2–5%.
Lost data and liability
Sales engineers run key customer relationships on personal WhatsApp accounts — no shared history, no consent records and no audit trail.
Lead decay
High-intent leads from exhibitions and web enquiries go cold in spreadsheets after one or two manual follow-ups.
Solution
Built around how automation companies sell
RFQ Tracking
Track Requests for Quotation along with I/O counts and communication protocols.
Quotation Revisions
Manage quotes through multiple revision stages with a complete history.
Installed Base & AMC Alerts
Track machines by serial number and get automatic alerts before Annual Maintenance Contracts expire.
Technical Datasheets
Send rich datasheets linked directly to specific component part numbers.
Why WhatsApp
Why WhatsApp works for industrial sales
Industry benchmarks for consent-based, template-approved WhatsApp Business messaging, compared with typical email.
~98%
Read rate
~80%
Read within 5 minutes
45–60%
Button click-through rate
2–5%
Typical email click-through
Results
Business impact
- Customer conversations move from personal phones into an auditable company system
- Consent records and full history for every contact
- Lead momentum preserved across 6–24 month sales cycles
- Low-frequency, high-relevance messages that keep you front-of-mind
- Ready to respond the moment a buying committee decides
Related Product
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