SUCCESS CASE

Pravaler: Smart conversion of
high ticket with Agentforce and
WhatsApp

We supported Pravaler in creating an intelligent proactive commercial outreach model with Agentforce, Data Cloud, and Marketing Cloud. The solution automated the follow-up of abandoned simulations via WhatsApp, increasing sales of high-value courses.

Salesforce
Agentforce
Data Cloud

Results

days to evolve from the manual model to intelligent active conversion
0

+High-ticket course sales conversions

Reduction in manual prospecting effort and
gain in operational efficiency

Assertive lead prioritization for the sales team

Overview

Pravaler is the leader in private student financing in Brazil, holding more than 80% market share in the segment. With a digital, scale-driven operation, the company handled a high volume of interactions. However, it needed to optimize conversion for high-value courses, where the student decision journey required fast responses and a personalized approach.

The challenges

High volume of simulations abandoned by students, resulting in lost high-revenue opportunities.
Retry and sales outreach processes carried out manually, causing bottlenecks and delays.
Lack of an intelligent workflow to prioritize contacts with the highest likelihood of closing.
Operational difficulty in delivering personalized service at scale for high-ticket courses.

Journey
and solutions

ília structured an active conversion model using AI and automation, integrating data and real-time service. Data Cloud instantly identifies simulation abandonments and Marketing Cloud triggers the initial outreach, while Agentforce conducts the conversation on WhatsApp, qualifying the student and overcoming objections. Leads ready to close are routed to Sales Cloud for the sales team.

What did we deliver?

Real-time intent capture with Salesforce Data Cloud.
Automated, contextualized journey triggers via Marketing Cloud.
Smart customer service and objection handling with Agentforce on WhatsApp.
Routing and prioritization of qualified leads in Salesforce Sales Cloud.

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