Journey Map

A Customer Sales Journey

01
WhatsApp Business Integration with Salesforce

Brand New Prospect

Visiting Website for Enquiry

Salesforce Real-Time Chat via WhatsApp
02
03
Optimize Customer Relations with WhatsApp

Scan QR code or Click Link for WhatsApp

New Lead created in Salesforce

Salesforce WhatsApp Automation
04
05
Salesforce for WhatsApp in Banking

BDR receives Notification

BDR responds in WatBox from Salesforce lead

Salesforce WhatsApp Compliance Solutions
06
07
Cross-Industry WhatsApp CRM Integration

Sends products catalogues through WatBox

Customer shows interest and becoming sales qualified lead

Salesforce WhatsApp for Education Sector
08
09
Salesforce Integration with WhatsApp API

BDR agent converts Lead to Account/ Contact/ Opportunity

Sales agent converse with customer through WatBox

CRM Optimization through WhatsApp
10
11
Salesforce WhatsApp for Nonprofits

Agent Finds all past WatBox convo in Opp/ Contact

Agent sends Contract WatBox for Review/ Quate documents through

Salesforce Customer Care via WhatsApp
12
13
Salesforce WhatsApp for Government Services

Gets the Deal Won through WatBox Demo

WhatsApp Business for Salesforce Users

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