No matter what your vertical is, there are several obstacles that always hamper the workflows of a business and delay operations. What’s needed here is the right solution to battle those challenges effectively.
This is where the Salesforce SMS service comes into play. Because texting is powerful and rewarding, too.
Do you know, according to Statista, around 2 trillion texts were sent in the U.S. alone in 2021?
This is because texting is convenient, powerful, and rewarding, too.
The right texting solution has always proved to be a game-changer in overcoming various growth-blocking issues. And this is not just false claims; we have got a real-life success story of a healthcare research and recruitment firm for you to unlock the potential of an advanced texting app for Salesforce.
In this blog, we will discuss how 360 SMS enhanced communication for a healthcare research and recruitment company and boosted business operations.
About the Company
The client company, known for its accomplishments in healthcare research and recruitment, was on the lookout for a new way to connect with people. They wanted to change how they reached out to others, making it easier and more effective. With their expertise in the field, they were determined to innovate and simplify their outreach methods for better results.
Why they chose the 360 SMS Texting App for Salesforce
The company was looking for a way to speed up their hiring process without spending too much money or energy. They needed an SMS texting service for Salesforce that could send text messages automatically. After researching their options, they found iText 360 SMS. They liked that it could help them recruit new employees quickly while also being cost-effective. That’s why they decided to partner with us.
Existing Systems:
In the beginning, the 360 SMS texting service for Salesforce was only used occasionally, mostly just for talking to people. But as time went on, they decided to make it more useful. They started adding new features, like web forms, which helped them collect important information from potential customers. This made their communication and data collection processes more efficient and effective.
Current Operational Processes:
The company actively engaged with its audience through manual texting, reaching out to them directly. Additionally, they employed manual SMS alongside their web-form setup to enhance communication channels. This combination allowed them to maintain a strong connection with their audience while leveraging technology to streamline their interactions.
Challenges with Current Systems & Processes:
The company encountered several drawbacks with its existing methods. Firstly, relying on manual texting to link the audience with the web-form setup was becoming too costly for the firm. Furthermore, despite utilizing web forms, they lacked visibility into crucial metrics such as visitor numbers and drop-out points within the forms.
After testing out the 360 SMS Salesforce SMS service, the company found promising results. These positive outcomes convinced them to completely replace their expensive web-form setup.
What were the Requirements of the Firm?
The clinical research firm was searching for a solution to eliminate or reduce the costs associated with manual texting. Additionally, they aimed to enable real-time automated conversations while gaining better insight into the journey and progress of their leads’ qualifications.
They desired a system that could streamline communication processes, minimize manual effort, and provide comprehensive tracking of lead interactions. This would not only help in saving costs but also improve efficiency and enhance the overall effectiveness of their recruitment efforts.
How Use of 360 SMS Texting App for Salesforce & Implemented Solutions Helped
The firm successfully lowered its expenses with the help of iText- a solution for automated communication offered by 360 SMS Salesforce SMS service. By integrating conversational texting automation into their processes, they eliminated the need for web forms. Instead, iText facilitated real-time automated conversations with customers, capturing details seamlessly. Moreover, this information was directly updated in Salesforce fields.
This shift not only reduced costs but also transformed data capture into dynamic journeys through meaningful touchpoints within conversations, diverging from the static nature of traditional form submissions. This allowed for a more engaging and personalized experience for both the firm and its customers.
Enhanced Visibility and Introduction of Significant Engagement Points:
When a lead enters the system, iText initiates personalized sets of questions tailored to qualify them for specific services. As the survey progresses, the system dynamically adjusts, toggling the completion status field to ‘completed’ once the survey is finished.
Each answer provided during the survey serves as a touchpoint in the journey. These touchpoints offer valuable insights, allowing the client to understand where a prospect might drop out or proceed further. Unlike traditional web forms, this approach provides a clearer, bird’s-eye view of the lead’s progress, offering enhanced visibility into their engagement level.
Enhanced Visibility for Driving Actions & Guiding Next Steps:
By gaining insights into the average completion percentage, the firm was empowered to automate follow-up actions effectively. This included sending out targeted emails and initiating follow-up mechanisms dynamically in line with the progress of each lead.
Moreover, this visibility facilitated the implementation of a dynamic follow-up strategy, seamlessly complementing their data capture process. By leveraging this data-driven approach, the firm could identify the most appropriate next steps for engaging with leads, enhancing their overall recruitment efficiency.
Flexibility in Automated Processes:
The 360 SMS texting app for Salesforce granted individual sales representatives the flexibility to select specific automation features at their discretion, allowing them to tailor their approach to each lead. This empowerment enabled them to decide which triggers to activate and which messages to send out based on their understanding of their leads’ needs and preferences.
This seemingly straightforward flexibility had a significant positive effect on the client’s business operations. It liberated users from being constrained by rigid, one-size-fits-all automation processes within their organization. Instead, it encouraged adaptability and customization, fostering a more agile and responsive approach to lead management.
Automated Compliance and Double Opt-Out Procedures:
Ensuring compliance and respecting patient preferences are paramount for a clinical recruitment firm while using Salesforce SMS service. It’s crucial to communicate opt-out options to patients clearly. To achieve this, 360 SMS initiates both email and SMS messages directly from Salesforce to confirm opt-out requests.
Furthermore, in compliance with regulations, once a customer decides to opt out of the firm’s communications, even the confirmation message is sent directly from the service provider rather than being stored or sent by the firm’s system. This approach maintains transparency and ensures that patient choices are respected throughout the process.
Data for Executive Decision-Making and Future Planning:
In addition to capturing data, executives had access to comprehensive dashboards and drill-down reports. These visualizations provided insights into leads that hadn’t completed the lead-capture process, informing strategic next steps for the firm.
Recognizing the company’s hierarchical structure, we implemented tailored managerial views and permissions. This allowed managers to monitor team performance aligned with their specific business roles without requiring expensive licenses. The insights gleaned from these view-only licenses were instrumental in driving internal tasks and automation, facilitating the setting of strategic goals, and optimizing operational efficiency.
Reported Results:
- Text automation of the 360 SMS texting app for Salesforce made things faster and saved money by not needing expensive web forms.
- They could easily see how far leads got in the survey journey.
- They could choose when to send messages and what to say, giving us more control.
- Managers could keep an eye on how well the team was doing with special views and permissions.
- 35% decrease in expenditure in comparison to web forms.
- 37 weekly hours were saved with the real-time automated conversations.
- 22% faster process by sending out bulk messages through triggers.
Conclusion
The adoption of iText, which is offered by the 360 SMS texting service for Salesforce, empowered the healthcare trial recruitment firm with the convenience of automated texting. This transformative and simplified approach revolutionized their healthcare research recruitment process, leading to the replacement of costly web forms and manual texting setups and resulting in significant time savings. Moreover, this implementation increased visibility into the recruitment process, facilitating quicker transitions to the next best actions. Interested to witness the impact of 360 SMS advanced texting for your vertical? Reach out to our experts at care@360smsapp.com or click here to contact us.
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.
Siddharth Sehgal
