What if a salesperson leaves with your customer list
for your competitor?
A salesperson has spent years serving your customers from their own phone. One day they quit and join your competitor. The customers were messaging them, not your store, and they go with them. Here is how it happens and what to do so your customer list stays in your business. This applies to companies in Mexico, Colombia, Argentina, Chile and Peru.
How do you keep a salesperson from taking your customer list?
The customer list belongs to the store when customers message the store's WhatsApp and the conversations stay in your business. It isn't a contract or surveillance: it's where the conversation lives.
Where the list gets lost without you noticing
- The contact number is on the salesperson's phone. If they leave, they take every customer's contact.
- The order history lives in their chat. What each shop buys, how often and at what price is known only to them.
- Price agreements are in messages you don't have.
- Customers know them, not your business. They ask for them by name and message their number.
If your customers message a salesperson's phone and that person leaves, the customers go with them. You can't recover what was never in your business.
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Message us on WhatsApp →What changes with Suplifai
With Suplifai your customers message your store's WhatsApp, and their conversations stay in your business:
- Salespeople answer from the store's WhatsApp line, not from their phones.
- Every conversation is saved with the name of who answered.
- The owner sees those conversations.
- When a salesperson leaves, the history and the channel stay in your business.
What this does not do
A salesperson can still remember their customers and can call them. Nobody can prevent that. What changes is that the history, the orders and the WhatsApp channel already belong to your business, and the customer is used to messaging your store and not a personal number.
What to do this week
- Check how many of your main customers are served by a single salesperson from their own phone.
- Start answering from the store's line, not from each salesperson's phone.
- Keep price agreements where you can see them.
Related: what happens if your salespeople quote from their personal phones.
Frequently asked questions
How do I keep a salesperson from taking my customers?
By having customers message your store's WhatsApp and having salespeople answer from that line. That way the conversations stay in your business.
Does Suplifai stop a salesperson from remembering their customers?
No. Nobody can prevent a salesperson from remembering their customers. What Suplifai does is make the conversations live on your business line, with the name of who answered, and let you see them.
What happens to the history if a salesperson leaves?
It stays in your business, because the conversations live on the store's WhatsApp line and not on the salesperson's phone.
Can I see who served each customer?
Yes. Every conversation is saved with the name of who answered, and the owner sees those conversations.
See a real quote live
Your customers belong to your store
With Suplifai your customers message your business's WhatsApp. Message us and see a real quote live.