Using Salesforce SMS for Secure, Real-Time Client Communication in Finance

Salesforce assists companies in efficiently managing their client relationships and giving clients the greatest possible experience. However, in order to enhance user experiences and boost engagement, enterprises also need to communicate effectively and quickly. For this reason, SMS for Salesforce has emerged as a top priority for companies looking to communicate with audiences quickly. Therefore, every industry uses Salesforce texting to provide customers and prospects with a seamless two-way communication platform, regardless of whether they are in the finance, real estate, education, or recruitment sectors.

One of the most dynamic sectors of the economy, the finance sector is always overburdened with work, ranging from prospecting to document gathering. This is where Salesforce messaging can help reduce manual labor and accelerate day-to-day financial operations.

SMS Messaging in Finance

Transactional Alerts

Every time money is taken out of the account, users feel anxious about it. Financial services customers can thus receive text updates about each transaction directly from Salesforce.

Finance reps can keep clients updated by sending text alerts on mutual funds, installment deductions, and the performance of financial assets.

Conduct Surveys

Financial businesses can use automated text messaging to conduct surveys. They can then segment their audience based on prior interactions and messages and gather data about their requirements, income, investment plan, etc., at scale.

In order to increase conversions, they can also leverage segmented lists to provide lending options, schemes, and investment opportunities. 

Pitch New Offerings

Financial services businesses can now pitch new products or services using SMS messaging from Salesforce directly from their mobile device.

In the finance sector, SMS can assist in informing their prospective clients of any changes to interest rates, as well as the introduction of new online services or investment plans.

Deliver Prompt Support

The secret to attracting and keeping customers is providing high-quality service. Therefore, financial businesses can offer high-quality support services via text messaging using a full-featured Salesforce SMS messaging software like GirikSMS. SMS provides customers with the most convenient and recognizable two-way communication platform, despite the fact that there are other two-way communication methods.

As a result, communicating with a financial services business is convenient for them. Additionally, it becomes simple for agents to communicate with customers one-on-one and offer prompt assistance, which fast-tracks the process of answering their questions.

Send Updates

Customers may experience inconvenience if they are not informed of changes to policies, interest rates, operating hours, non-operational digital banking services because of maintenance or system upgrades, etc.

In such situations, financial institutions can utilize a business SMS messaging app in Salesforce or a bulk messaging app on AppExchange to update customers at scale and enhance their experiences when they interact with the organization.

Boost Sales and Customer Satisfaction with GirikSMS

Optimize your financial institution's customer communication strategy and its execution with text messaging. With GirikSMS's Salesforce native SMS and WhatsApp messaging, you have a competitive edge in drawing in new customers and cultivating existing ones.

Inboxes are overwhelmed with emails, so your email is most likely lost in the heap. For prospects and customers who read and reply to your GirikSMS text messages, text messaging is the most effective way to communicate, even though email is still required for recordkeeping. Use WhatsApp or SMS from GirikSMS to communicate with your customers across all geographies, in the language of their choice.

Lead Generation & Qualification

• Gather lead data quickly, then send follow-up questions to better understand their needs and serve them.
• Use inbound keyword inquiries to generate leads. The easiest technique to follow up with a lead is to send them a text message when they don't finish a conversation at the first interaction.
• Use text-based, multilingual chatbots to qualify leads. Refer the opportunity to the right department and team member based on the prospect's responses and needs.

Automate Notifications and Reminders

• Remain in the forefront of people's minds, encourage participation, reduce drop-outs and lack of responsiveness, and assist clients in succeeding and staying informed.
• Send out alerts, updates, and reminders about forthcoming appointments, payments, renewals, new services, policy changes, and much more.
• Automate messages according to campaigns, client segmentation, and deadlines.
• Use Salesforce merge fields to personalize messaging at scale.
• To ensure that the appropriate Salesforce user never misses communications or forgets tasks, configure rules-based internal notifications.
• In a one-on-one GirikSMS conversation, escalate issues or cases so that a customer support agent may address the customer right away.

Leverage Salesforce Flows

• Create the perfect communications workflows for your financial institution by utilizing Salesforce's automation features with Process Builder or Flow.
• Switch between text messaging, email, phone calls, and any other channels of communication that are connected to your Salesforce organization seamlessly.
• Personalize internal updates, reminders, and notifications.

Conduct Feedback Surveys to Drive Customer Satisfaction

Is your financial institution aware of whether you're fulfilling the expectations of your customers? Based on direct customer feedback, do you have a clear strategy for refining your products or services?

• GirikSMS lets you use branching or linear questions for conducting polls and surveys.
• You can use text messaging to get information that would otherwise be tedious, involve multiple steps, or time-consuming to gather through other channels of communication.
• Salesforce makes it easy to report on the information you gather.

One-on-one Personalized Conversations With Customers

• One-on-one personalized chats allow you to provide your customers with exactly what they want: tailored service.
• Customer support representatives can respond promptly to tickets or issues. Salespeople and team members from other departments can communicate proactively.
• Check in with a customer after their appointment or if you haven't heard from them in a while.
• Congratulate a customer on their loan approval or property purchase. Follow up with a text feedback survey to understand what can be done to improve the issue, or thank them for their positive input.

GirikSMS Conversation View displays Salesforce users' history of text interactions with contacts, which you can filter on multiple parameters.

Enhance Process Transparency and Ensure Secure Transactions via SMS Messaging in Finance

Although sending text messages from Salesforce is not available by default, customers can still send messages using the best texting software available on AppExchange or a native bulk text messaging app for Salesforce. Financial institutions can leverage text messaging to elevate customer experiences and reimagine conventional methods of customer service. In addition to informing customers of updates, you can increase process transparency and ensure secure transactions by sending out text ale

About Author

Indranil Chakraborty

Indranil is a technology enthusiast with over 25 years of experience in project management, operations, technology and business development. Indranil has led project teams in egovernance, business process re-engineering, product development and worked with Government and Corporate customers. Indranil truly believes in the power of technology to drive productivity and growth for teams and businesses.