Businesses across all industries have realized the significance of integrating a robust CRM (Customer Relationship Management) platform within their business ecosystem. With a powerful CRM in place, organizations can efficiently manage their customer relationships while enjoying operational efficiency by streamlining processes. Though, cloud-based CRM like Salesforce enjoys a great adoption rate by businesses of all sizes, most of them aren’t aware of the different beneficial integrations they could make use of.
One such integration that can boost organizational performance significantly includes the integration of messaging apps with CRM systems and the Smart SMS app is the perfect example of Salesforce SMS integration.
What is meant by SMS CRM integration?
CRM SMS integration happens when your business messaging platform and CRM system are unified via their APIs. With this integration, the two platforms can interact with one another, allowing them to share and sync data. This integration can enable organizations to:
Text Customers directly from the CRM System: For doing this, users need to click on the phone number listed by the customer’s name following which a widget or a chat window will pop up. The customer’s name and the number will get populated automatically in the window allowing users to send messages immediately.
Sync Contacts: With SMS CRM integration, CRM systems no longer have to function in a silo. For instance, if any sort of modification is done in the contacts and custom fields of a CRM system, the changes will automatically get updated in the messaging platform and vice-versa. Some major messaging platforms can enter SMS into a CRM for maintaining additional records and can be useful if dashboards, reports, or machine learning capabilities are built-in within a CRM.
Add SMS to your CRM workflows: Premium CRM systems like Salesforce have robust workflow features like SFA (Sales force automation), email drip campaigns, and more. With such integration, text messaging can be included in the workflows as a trigger.
What Makes Smart SMS App Preferred Choice of Customers?
The Smart SMS app is a robust Salesforce messaging app that is 100% built natively on the Salesforce platform. The app empowers organizations to personalize their communication, streamline workflows, and eventually improve customer service by reaching out to them quickly and with advanced features. Here are some of the unique features that this robust and easily implementable app offers. Let’s take a quick look:
SMS Automation through Workflow: The sending of SMS can be automated by using a simple workflow configuration. By sending automated messages, the workflow can be simplified, which reduces the burden on the users/ sales reps resulting in an improved bottom line.
Send SMS/MMS in Bulk: Users can leverage this feature to send individual or bulk SMS/MMS in a batch of 200 from ListView on button click or using SMS/MMS interface.
SMS scheduler: Sales reps can schedule the sending of messages (promotional, welcome, etc.) to customers based across different geographies and time zone. To schedule the sending of messages at a desired time and date, Sales reps would have to enter the name and the number of the intended recipient along with the date and time. At the scheduled date and time, the SMS automatically gets disbursed without the need for any manual intervention.
SMS Template: This feature can be used to create, modify, and use SMS templates easily by using any of the objects and associated fields.
Final Words:
An SMS CRM integrated platform can be a powerful addition to any business. By enabling teams to leverage the contacts and reach out to them in an automated fashion but with a personalized touch will help organizations to improve their customer service, as well as their bottom line significantly.
Businesses across the globe have realized the significance of maintaining effective customer relationship that contributes to their sales and profits. They are indeed trying to connect with their customers across multiple channels and touchpoints. While there is no dearth of internet messaging apps, texting or SMS (Short messaging service) continues to be a ubiquitous means of connecting with customers and promoting brands due to its’ tremendous penetration power and high response rates.
Today, as digital ecosystems are driving digital transformations, organizations are trying to integrate their communication system within their business ecosystem to enjoy better customer reach and service. Organizations leveraging Salesforce as a customer relationship management system can look forward to make the most of this amazing platform by using it to send SMS to clients.
One such Salesforce SMS app is the Smart SMS app by Girikon that offers all the essential features required to gain trust among the customers. Built natively on the Salesforce platform, this robust App empowers users to connect with prospects, customers, and partners effectively through individual/ Bulk SMS/ MMS. The text messaging solution works equally well in Salesforce classic, as well as Salesforce Lightning without the need for additional configuration.
This one-stop texting solution can be leveraged by organizations across different industry verticals such as education, hospitality, and more. Endowed with all the relevant features, this texting solution can be a blessing in disguise when it comes to mass texting. Here are some of the features that set apart this messaging app from its counterparts:
Home Page Displays Incoming Messages: With a Smart SMS app in place, sales reps can view a list of incoming messages on their Salesforce CRM home page. This feature allows sales reps to have a quick look at the client’s responses without missing out on any one of them.
SMS Scheduler: The mundane routine of a sales rep is quite hectic. The SMS scheduler feature allows them to set aside their worries of sending promotional messages or other kinds of messages to different customers staying across different time zones. This feature helps sales reps to schedule the sending of SMS es automatically by entering the date, time, recipient number, and the SMS template in the Salesforce org and then saving it. The SMS es are automatically sent to the intended recipients at the scheduled time and date.
Auto Responses: When promotional messages or texts related to contests and surveys are sent to customers, a response is expected from the customers. With an auto-responder in place, businesses can reply to their customers, which will win them the trust of their customers. By leveraging the Smart SMS app, Auto Responses can be set-up so that an auto-response can be sent to the customer depending on the response received from them.
SMS from Report: Depending on the data that wished to be viewed by the user, custom and standard reports can be created in Salesforce. Organizations usually prepare reports of the unreciprocated calls and emails that were sent to customers by sales reps. These reports are used by the management to create solutions that will help in maximizing customer responses.
SMS Template: Being a time-saving app, the Smart SMS app allows users to develop SMS templates that can be used to send SMS from Salesforce. To create a new template, the template name should be entered; a report or object should be entered before finally entering the text message. Apart from text, emojis can be added to make it more interesting. With this feature, Sales reps can send custom messages to their customers or save their time by selecting the template, entering the number, and sending the messages rather than spending time entering the same message again and again.
Send Mass SMS from Object View: Sales reps can now send SMS in bulk from object list view by leveraging the smart SMS app.
SMS History: Sales reps can view a list of outgoing SMS or received SMS, whether delivered or undelivered, the name of the object, and the number to which the SMS was sent.
Quick Wrap-up:
These are some of the multiple features offered by this robust app. However, by leveraging this app, businesses can win the trust of their customers and empower sales reps to close more sales. In a nutshell, the Smart SMS app can take your business to new heights.