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As a business, you constantly seek the most effective and efficient ways to reach your customers and establish long-term connections with them. This task is made easier when you engage leads and customers through the channels in which they are most engaged, and SMS comes up trumps as the stand-out leader.
With a 98% open rate, SMS messaging is a great option to engage customers on a communication channel that they are already familiar with and use on a regular basis. Your Salesforce CRM stores all your customer data that your business has acquired and harmonized over time, which you can utilize to build dynamic and tailored text messaging engagements with your customers.
To accomplish this, however, your organization first needs to set up a Salesforce SMS integration.
Salesforce CRM is already widely embraced by users around the world to transform the way they work and propel their company to new heights. Salesforce is a global leader in innovation and for many years has demonstrated to be a game changer for businesses across all verticals, whether it's sales, marketing, customer service, commerce, or any other function.
When it comes to customer engagement, businesses around the world have already transformed the way they interact with customers by leveraging the power of Salesforce messaging. Salesforce SMS has made it a lot easier to personalize interactions with leads and customers, resulting in higher customer satisfaction and stronger customer relationships.
Having said that, businesses new to Salesforce may struggle to get started with texting from Salesforce effectively. We're here to assist you with the fundamentals of sending SMS from Salesforce and suggest the best Salesforce SMS messaging platform. In this blog post, we shall talk about the following topics.
- How can businesses send SMS from Salesforce?
- GirikSMS: A 100% Salesforce texting platform
- How Can You Automate sending SMS from Salesforce?
While setting up Salesforce messaging, business users can leverage out-of-the-box SMS capabilities that can transform customer engagement, replacing traditional texting methods. This allows businesses to be creative in their communication strategy.
How can businesses send SMS from Salesforce?
SMS from Salesforce can be used to support multiple business functions – sales, marketing, customer support, sales, operations, and more. While you cannot send texts from Salesforce in its barebone state, there are several other ways to go about it. Before we get started, let's look at some of the most commonly used applications of Salesforce SMS messaging used by businesses across industries.
Here’s how Salesforce SMS messaging can be used by businesses:
One-on-one SMS Messaging:
Create personalized connections by sending targeted messages directly to specific contacts directly from Salesforce.
Bulk SMS Messaging:
Send messages to specific contact groups or your entire contact list to notify them of important updates, announcements, new offerings, and much more.
Automated SMS Messaging:
Leverage native Salesforce automation tools like journeys, triggers, and flows, to automatically guide customers via bespoke message sequences.
These messaging techniques have the power to transform your sales, marketing, and customer support functions. Furthermore, you can make your regular communications more appealing by including visual components such as images and videos. This allows you to interact with your audience more quickly and efficiently by adopting the most relevant texting strategy for your use cases.
As was previously discussed, there are several ways to use SMS messaging from Salesforce. These fall into 3 major categories.
Salesforce Solutions
Salesforce offers two additional text-enabled solutions.
- Mobile Studio in Marketing Cloud
- Salesforce Digital Engagement in Service Cloud.
Mobile Studio is designed specifically for Salesforce SMS marketing, which you can simply integrate with your current marketing channels, while Digital Engagement places a higher priority on customer support interactions.
Salesforce Digital Engagement: For just $75 per user each month, businesses can harness the value of CRM-powered digital engagement. This feature-rich tool facilitates seamless chat conversations, personalized one-on-one interactions, and automated SMS. There is a monthly limit on the number of chat conversations that you can initiate, but you can enjoy limitless messaging within each discussion (as long as it is within 24 hours).
Mobile Studio: With Mobile Studio, you can access features like SMS, MMS, chat, and push notifications. Using customized templates, you can quickly draft messages, and using Salesforce Journey Builder, you can easily integrate SMS into your multichannel customer journeys. A Marketing Cloud license is a prerequisite to use this tool in Salesforce.
These solutions do come with additional expenses, and it is fair to say, their feature sets are not very extensive. Furthermore, setting everything up can be a little challenging. Either you have to go through the entire authorization process or ask for a new number, which may take several weeks to be approved.
Custom Solution Building
You can also go for a custom-built solution to send SMS from Salesforce. This, however, comes at a price and involves an investment of time and money. You will have to start from scratch using a Salesforce or third-party API which involves development, integration, and implementation expenses.
Any kind of capability can be built with custom development and the downside is that the more complicated your business needs, the more time and costs will be incurred to implement it.
Salesforce Native App
This is the smartest and arguably the most effective way to get started with SMS from Salesforce. Go to AppExchange and find a Salesforce texting app that best fits your use cases and explore a variety of native Salesforce apps. An advanced native Salesforce SMS app should provide the following:
- Pre-integrated with multiple channels
- Ready-to-use features
- Simple, fast, and codeless setup
- No development, integration, and maintenance costs
What's even more intriguing is that you can count on round-the-clock support to help you whenever you need it so you can get the most out of the solution.
GirikSMS: 100% Salesforce native SMS Solution
GirikSMS is a powerful solution to start engaging with your contacts via SMS directly from Salesforce. GirikSMS comes pre-integrated with WhatsApp, the world's most popular messaging platform, allowing businesses to start interacting with their contacts on their most preferred messaging channel. Moreover, it comes with a plethora of features to help businesses transform their communication strategy by fostering creativity via text interactions. GirikSMS has all the features businesses need to start building stronger relationships with their customers. Here's a sneak peek at some of the innovative features of GirikSMS.
Zero Code Chatbots and Surveys
No knowledge of coding? Nothing to worry. With GirikSMS, you can easily build surveys and chatbots using its intuitive drag-and-drop interface. This feature makes things easier and lets you interact more personally and interactively with your contacts. You can easily build and deploy rule-based chatbots and surveys with its zero code UI, whether you want to deliver fast customer service or gather feedback.
Compliance
GirikSMS was developed with compliance as the highest priority, making sure that each communication complies with industry best practices and guidelines. With flexible opt-ins and opt-outs, recipients can easily manage their preferred methods of establishing contact. To maintain your messaging strategy compliant with legal requirements, GirikSMS also allows you to create custom fields to accommodate evolving texting guidelines and regulations.
AI-Powered One-On-One Text Conversations
With the AI-powered chat capability of GirikSMS, manual responses are now a thing of the past. By monitoring ongoing interactions, the platform creates auto-suggested responses in real time, resulting in faster and more efficient communication. By giving fast and relevant responses, this intelligent automation improves customer service by raising overall customer satisfaction and engagement levels.
No-Code Text Automation
With GirikSMS's no-code text automation features and standard Salesforce automation integration, you can streamline your workflows. This capability automates follow-ups, schedules communications, and triggers responses based on predetermined criteria, among other repetitive activities, saving you time and effort. With the power of automation at your disposal, you can maximize productivity by concentrating on providing outstanding customer experiences.
How Can You Automate Outbound SMS with GirikSMS?
It depends on your texting tool's capabilities whether you are automating Salesforce messages using a sophisticated process or a straightforward one. Depending on your use cases, GirikSMS offers both Salesforce standard automation as well as no code support.
For basic use cases, you can automate SMS messages from Salesforce using an intuitive click-and-drag interface without any coding knowledge. You can rely on regular automation features in Salesforce such as flows, for complex automation use cases. You can also specify the conditions under which you wish to trigger an automated text message.
In addition, you may set up a zero-code multi-channel drip campaign by automating a sequence of text messages. GirikSMS's text automation capabilities allow you to save a significant amount of time and effort.
Harness the true power of text messaging with a 100% Salesforce native messaging solution.
Texting is already an effective way to communicate with prospects and customers and with the right tools, you can maximize the efficacy of your messaging.
With GirikSMS, you can transform the way you interact with customers. Whether it is sales, marketing, or customer service, you can gain a competitive advantage in your industry by adopting a reliable and trusted 100% native Salesforce messaging solution. GirikSMS offers a comprehensive array of texting features that can be easily tailored to specific use cases. We are always here to assist you in reaching your goals.
About Author
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.
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