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Journey Map
A Customer Sales Journey
01
Brand New Prospect
Visiting Website for Enquiry
02
03
Scan QR code or Click Link for WhatsApp
New Lead created in Salesforce
04
05
BDR receives Notification
BDR responds in WatBox from Salesforce lead
06
07
Sends products catalogues through WatBox
Customer shows interest and becoming sales qualified lead
08
09
BDR agent converts Lead to Account/ Contact/ Opportunity
Sales agent converse with customer through WatBox
10
11
Agent Finds all past WatBox convo in Opp/ Contact
Agent sends Contract WatBox for Review/ Quate documents through
12
13
Gets the Deal Won through
WatBox
Demo
Level up WhatsApp Integration with Salesforce
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