How 360 SMS Assisted a Professional Service Firm to Increase Direct Sales

Are you also one of those who face trouble connecting or engaging your service partners with your clients? Is sales going down for you and your service providers due to communication gaps between service providers and clients?

Well, you’re not alone.

Professional firms that work as a bridge between service partners and end clients often face these kinds of challenges. Things become even more complicated when service partners are busy working for their clients. This is where they need a reliable and scalable communication solution or the best SMS for Salesforce to send bulk text messages from Salesforce and connect with their service partners. 

To showcase to you the impact of bulk Salesforce SMS messaging in a concrete manner, we’ve got a real-life success story witnessed by a professional firm working on home improvements.

In this blog, we will discuss how 360 SMS, the best SMS for Salesforce, helped a professional firm increase re-engagement and sales. We will also find out what impact 360 SMS made on their professional workflows.

360 SMS Salesforce SMS Messaging Transforming Workflows for a Professional Firm

Client Introduction

Introducing one of our esteemed clients—a distinguished platform based in Australia that has transformed the way homeowners access home improvement services. This innovative platform, dedicated to enhancing the homeowner’s experience, facilitates connections with skilled local professionals.

Whether you’re in need of builders, repair specialists, electricians, plumbers, or house cleaners, our client provides a reliable gateway to a network of trusted service providers. Explore a world of seamless home improvement solutions where quality meets convenience. Welcome to a new era of hassle-free home services with our exceptional client!

Requirements and Challenges Faced by the Firm

Ensuring that customers get connected with local tradespeople precisely when they need them can be a bit tricky for our clients. Imagine a tradie deeply immersed in a task like painting or putting up a new roof—it’s not easy to divert their attention instantly.

This hurdle can lead to missed opportunities, causing both the tradesperson and our client to lose out and disappoint users on the platform with lower service levels. On top of that, the previous SMS provider had its limitations, making it quite a challenge to send messages directly from opportunity records and add that personal touch with specific details.

Why did they End at 360 SMS?

The company came to us primarily for a reliable bulk SMS service to send bulk text messages from Salesforce to its service partners (or tradies). The intent was to connect with service partners effectively at scale, saving time.

How 360 SMS Salesforce SMS Messaging Solution Solved the Problem

360 SMS has not only streamlined automated messages and appointment scheduling for busy tradespeople but has also introduced a game-changing approach. By utilizing SMS, with its impressive 93% deliverability rate to devices and 98% open rate, tradies receive timely alerts over the notification bar, even on basic flip phones, ensuring they never miss out on potential opportunities. 

This user-friendly communication channel allows tradies to respond to incoming job requests and appointment reminders promptly right after completing their ongoing tasks. The flexibility provided by 360 SMS enables tradies to confirm and set up appointments for the next job at their convenience, optimizing their workflow and preventing no-shows and potential job opportunities from slipping through the cracks. 

According to the 8to10 report, small companies with a $120,000+ annual revenue can face losses of up to $26,000 due to appointment no-shows.

Scalable Bulk messaging from Salesforce reports

Unlike the previous vendor used by the client’s team, the 360 SMS app is fully integrated into Salesforce and has been a Salesforce native solution for the past 9 years. This seamless integration allows for Salesforce SMS messaging capabilities from all standard and custom data objects built on Salesforce, addressing the company’s longstanding requirement to send messages directly from newly created opportunities. The robust Salesforce-native nature of 360 SMS enhances efficiency and ensures a cohesive experience within the Salesforce ecosystem.

This feature enabled the team to craft personalized messages for different tradies based on the specific details of the assigned job. It also empowered the client’s teams to send bulk text messages from Salesforce that align with the company’s voice and brand, ensuring consistency. As a result, these messages were not only trustworthy but also made it easy for tradies to understand the content and take necessary actions quickly.

Outcomes

The client witnessed an impressive surge of 60-75% in tradie re-engagement, indicating a substantial increase in revenue from attended jobs. This noteworthy improvement was complemented by a significant reduction in no-shows because of the precise scheduling of appointments facilitated by the 360 SMS app. The enhanced communication and engagement strategies resulted in a more efficient and lucrative operation for the client.

Furthermore, internal users and trainees at clients’ firms, actively leveraging the features of 360 SMS, were highly satisfied, providing a commendable rating of 4.0 out of 5 basis points. Their positive feedback is the reflection of the effectiveness and user-friendly nature of the platform in enhancing their daily operations.

Conclusion

Connecting with trades and service partners like plumbers, repair persons, etc., was a real struggle for one of our clients working as an aggregator for home improvement services.  360 SMS proved to be a real game changer for their professional service workflows. Not only was the client unable to connect with relevant service persons at scale faster, but they could also seize more opportunities, which ultimately helped them close more deals. 

Would you also like to witness a similar impact for your business vertical with 360 SMS, the best SMS for Salesforce? Connect with their experts at care@360smsapp.com or click here to contact us.

Siddharth Sehgal

CEO

Siddharth Sehgal is CEO & Salesforce Communication Guru. He helps businesses grow exponentially by putting their Salesforce CRM on steroids with his unique techniques. He is on a mission to help businesses build deeper relationships with their customers.