Salesforce is the world’s #1 CRM platform that lets an organization perform and manage all their sales, marketing, and service operations from anywhere and keep their customers happy. But a Salesforce default SMS sending capability is something Salesforce still doesn’t provide. Still, it isn’t a big deal for Salesforce users, as they can easily send SMS from Salesforce using our Salesforce native SMS app, 360 SMS. With this Salesforce SMS app, users get a host of out-of-the-box capabilities that help with easy, time-savvy, and scalable texting in minutes.
Why should you get Salesforce SMS Service?
Throughout a customer’s journey, there are various touchpoints where organizations can connect with audiences for a variety of purposes. It could be marketing, engagement, promotions, relationship building, or something else. You can’t rely on mere emails and phone calls for all of these.
This is where Salesforce-powered SMS shines and targets audiences at the right time by scheduling or sending bulk SMS in Salesforce. Users can use text messages to communicate with their leads and contacts, capture data, generate leads, retain customers, improve engagement rate, and much more.
More importantly, they can connect with a massive audience in just a few minutes without paying any additional overhead. It’s easier to convey urgent information directly to the devices of prospects and customers without an internet connection.
How to Send SMS from Salesforce using 360 SMS App?
AppExchange is an online Salesforce store for apps and components with ready-to-install solutions to extend Salesforce instances.
Sending SMS via Salesforce using 360 SMS is no rocket science. You can install it from AppExchange and start using it, and the setup hardly takes 10 minutes which is quite time-savvy. Being a Salesforce-native texting solution means it doesn’t need a separate Salesforce integration using APIs and provides a seamless experience with your CRM. Most importantly, 360 SMS comes with six pre-integrated channels at no additional overhead with all the enablement and controls your teams need to provide multi-channel support.
Send SMS using Salesforce faster with 360 SMS
The target audience segments for business communications could vary depending on the purpose of texting. The audience segments could be smaller or larger at times, due to which businesses need a prompt solution to reach out to them in defined timelines.
So, in addition to scalable texting in minutes, 360 SMS gets you zero-code automation that enables executives to perform text operations much faster. Automation in 360 SMS is easily configurable by even non-tech staff and lets you handle responses even if you are not there.
Scale: Salesforce SMS Capabilities for Bulk Messaging
The app’s Salesforce bulk SMS capabilities have innovative features that aren’t tied down to just SMS. Its bulk capabilities extend to MMS, WhatsApp messages, and Voicemails as well. That means you could use this capability to target audiences more innovatively to reach the outcomes you want.
a) Bulk SMS through Campaigns to Target Campaign Members
Users can reuse their existing campaigns to target up to 2k campaign members. They can also add new members to the existing campaigns if required and send messages in bulk. If respondents to a campaign don’t fit any existing target group, you can also create a new campaign to shoot bulk SMS.
b) Bulk SMS from Reports to Target Millions
Bulk messaging could be even more challenging when you need to target millions of recipients by selecting them one-by-one. With no governor limit on Salesforce audience-size, bulk SMS from Reports allows you to send bulk messages in one go. This way, you can send messages from Salesforce at scale and reduce turnaround-time.
c) Bulk Response and Conversation Management with Single-View Console
In layman’s terms, the Conversation Manager in 360 SMS is a simply consolidated view that allows admins to perform most messaging operations from a single screen. It conveniently lets you manage multiple conversations at once.
Without getting sucked into an intricate process, the Conversation Manager empowers users to handle a large number of incoming messages effortlessly by filtering them. Conversation manager gives you a zero-navigation window that lets you edit and update records from the same page, saving much of your time from administration.
You can extract the desired lists of recipients by filtering responses by keywords and use the lists to send bulk replies. When required, you can also export these lists to PDFs or Excel.
d) Bulk Messaging allied to Templates for faster Operations
Quite often, employees need to perform bulk texting in compressed time-frames. It could be for sending out festival greetings or templated messages for an important announcement. For such occasions, employees can use pre-built templates to cut back on typing effort and use merge fields to autofill message templates with personal details. You can even pre-build text templates for different roles and departments and save your teams from embarrassing last-minute mistakes.
Convenience: Automation in 360 SMS to Send SMS using Salesforce
a) Configurable Conversation Trees for Data-Capture
360 SMS has DIY-configurable conversation trees (called iText) that allow you to set up dynamic conversation trees that capture-data at scale. You can arrange a sequence of questions and trigger the subsequent questions based on keyword responses to the previous ones. With this way of steering conversations, you could conduct Surveys, Live Voting, and Polls. Surprisingly, you can automate these kinds of conversations without any admin or developer assistance and capture data in a few minutes.
b) Drip Campaigns to Schedule Messages at Scale
360 SMS Drip Campaign lets Salesforce send SMS on your behalf when you’re away. You can schedule text messages at various intervals, defining them using offsets for dates and times, and then just hang back.
These are great for pushing SMSes consistently at dedicated times. These could include time-sensitive messages, onboarding texts, greetings SMS, payment reminder texts, and others. Automated campaigns let reduce manual intervention for each outbound message, save time, and improve their efficiency. On the flip side, you can trigger text messages on the completion of a defined action with the help of Process Builders, Flows, Workflows, and API Integrations like Pardot.
c) 1-on-1 Conversation for Fast Inquiries Resolution
On one hand, where instant response contributes to improving customer experience, delayed responses can cost you opportunities. Through 360 SMS Conversation View, you can view all conversation histories of a customer in one pane.
You can use a familiar chatting interface for 1-on-1 conversation. Conversation View allows you to send SMS, WhatsApp messages, and Voicemails, all from a single window depending on your customer’s preferred channels.
Email-to-SMS for Instant Response-Handling Anywhere
Unlike other messaging apps, 360 SMS lets you reply to incoming texts, directly through incoming SMS email notification. This capability adds tremendous value if you or your teams are on the move and don’t want to use Salesforce 1 Mobile app to respond to texts. Then, you can simply reply to an incoming SMS notification email with a plain outbound text. This lets you get around the Salesforce 1 Mobile app to reply to an incoming text message and makes it extremely easy for users to reply through the incoming notifications even when they’re away from Salesforce.
Get 360 SMS, Enable Scalable & Time-savvy Operations for your Business
Excessive dependence on development teams, platform experts, and administrators has often led to increased turnarounds and leaked investments. 360 SMS lets your organization accelerate its business processes, without expert assistance. Being a no-code app, it’s completely accessible and helps users automate conversation at scale without any technical knowledge or manual intervention.
Its ability to target massive audiences over an SMS gateway to text multiple channels in one shot adds convenience to scalable texting and saves time for employees. As a result, employees have more time to invest in core priority areas like sales maximization and revenue generation.