Salesforce CTI (Computer Telephony Integration) connects your phone system to Salesforce, enabling seamless communication with customers. The integration lets businesses resolve challenges like inefficient workflows, delayed response times, and disconnected systems.
On top of that, it provides real-time data on customer profiles, call status, opportunities, etc. Even you can display past interactions with customers, including previous calls, emails, or chats, to provide more personalized information. That’s not it, Salesforce CTI’s capabilities are beyond than just introduced here. Diving deep lets you learn more about the CTI for Salesforce.
A Bit into Salesforce CTI
Salesforce CTI integrates real-time calling directly within the Salesforce system, enabling seamless communication with customers from your computer. Users are not required to work on different platforms for different purposes, i.e., making calls, viewing past interactions, and sending texts.
Salesforce CTI allows you to call conveniently and handle every task with ease. You don’t have to manually type a phone number, just making a tap and calling your customer can ease the procedure. Whether it’s about making hundreds and thousands of calls in a week, you can seamlessly do it while skipping the hassle of a traditional telephony system.
That’s not it, you can even create a link between your Salesforce CRM and cloud phone system. This connection lets you automate mundane, time-consuming, and low-value tasks. Thus, letting you improve your customer experience and driving business growth.
Why Should You Use Salesforce CTI Integration?
Here are multiple reasons on why you should use Salesforce CTI integration for improved customer experience and enhanced operational efficiency.
1.Omnichannel Support
Not just voice calls, but with SMS for Salesforce CTI, you can email and chat with your customers. The system seamlessly integrated with other communication channels, letting you learn about customer interactions across all touchpoints. With Salesforce omnichannel, you can even set a limit on the number of calls dialed by agents. Thus, facilitating fair distribution of work all over the organization.
2.Better Call Routing
CTI for Salesforce routes the call based on agent’s skill set, customer data, or reps’ availability. This ensures calls are routed to the right person, easing the load on those already handling calls. Further, it leads to balanced distribution of work, improved efficiency and enhanced customer satisfaction.
Reduced Training Time
While getting training from Salesforce consultants, agents can easily understand the unified interface combining Salesforce and telephony. Moreover, they reduce the time required in moving files from one system to another. On the same platform, they can get up speed on both call handling procedures and CRM.
4.Enhanced First-call Resolution
Making a call is not fruitful until or unless you resolve customer issues. Well, guess what? Salesforce CTI integration allows agents to quickly access customers’ past interaction, demographic and other relevant data during calls. With such information in hand, agents are more likely to resolve issues on the first call itself, eliminating the need for follow-up calls.
5.Scalability and Flexibility
The most amazing and yet another benefit of using Salesforce CTI is scalability and flexibility. Yes, the platform scales as your business grows. While getting ongoing support and assistance from Salesforce consultants, you can add more agents, expand functionalities, and integrate new communication channels to your existing system.
6.Improved Reporting and Analytics
Salesforce CTI, being a unified platform, integrate telephony data. That means, you can capture relevant insights into call duration, call metrics, response times, agent performance, etc. Collecting and analyzing this data helps you optimize your process in a way that improves your business overall efficiency and performance.
7.Automatic Call Logging and Case Creation
Do you know what sets Salesforce CTI apart from others? Well, it’s automatic call logging. Calls are automatically logged in Salesforce with information like customer details, case creation, call duration, etc. Agents are no longer required to invest their crucial working hours in manually recording these entries. With automated recording, every interaction gets documented properly.
8.More Personalized Interaction
As agents can access customer preferences, history, past interactions in real-time, they can offer more personalized services like never before. All thanks to the Salesforce CTI. The system triggers a “screen pop” that immediately shows the relevant customer information, letting agents address customers’ concerns without having to ask for information.
9.Streamlined Compliance
To ensure call recordings are properly tagged and stored, Salesforce CTI can get easily integrated with compliance tools. That means, you can meet all your legal requirements without any manual intervention. Thus, focusing on what matters the most—enhancing customer experience and streamlining business operations.
GirikSMS—Empower Your Agents with the Magic of Salesforce CTI
GirikSMS, a CTI for Salesforce, developed by the technocrats of Girikon, lets you easily place a call and leave a text to your end-customers. Being integrated with Salesforce, the platform ensures gathering relevant data/information and use the same for enhancing the interaction.
That’s not it, GirikSMS offers various capabilities like sentiment analysis to respond accurately upon identifying users’ sentiments. Its AI-powered conversation leaves no room for inefficiencies, automating customer interactions and enabling agents to deliver personalized and faster customer service.
In combination with AI and Salesforce CTI, GirikSMS optimizes workflow and sets new standards in customer engagement. Want to learn more about how the platform helps you turn chats into leads? Get in touch with the experts and learn why you should use the tool to send SMS from Salesforce for the desired results.
By leveraging automated SMS from Salesforce, businesses can streamline sales, marketing, and customer support activities. And by doing so, businesses can boost revenue, enhance customer service, and drive customer engagement over multiple channels.
Businesses can leverage the many benefits that automated Salesforce SMS messaging offers by integrating a 100% native Salesforce SMS app directly with their Salesforce CRM workflow.
The Effectiveness of Text Messaging in Customer Communication
Text messages are an effective way of capturing your customer's attention quickly. Text message open rates range from 95 to 99% on average. Not only that, 90% of messages received are read within three minutes. Other avenues of communication find it difficult to match the personal touch that this text messaging offers. SMS messages establish a direct and personal communication channel with your contact, cutting through the clutter.
Automated SMS messaging from Salesforce
The ideal way to integrate automated SMS messaging into Salesforce is to use a native Salesforce messaging app like GirikSMS. With GirikSMS, companies can send bulk SMS message campaigns to their contacts, have two-way text interactions, send SMS appointment reminders, send event updates, send booking confirmations, and much more, all directly from Salesforce. You can also automate routine sales tasks, automate responses to commonly asked customer support questions, and solicit feedback from customers.
Why Should Businesses Use Salesforce SMS Messaging?
SMS messaging from Salesforce transforms customer engagement. By connecting Salesforce with an enterprise SMS messaging app, you can leverage your all your organizational data. By utilizing your CRM data, you can launch automated SMS campaigns that are triggered on specific events. For e.g. when a contact performs a certain action like a sign up on your website. There are virtually innumerable use cases where your business can use Salesforce SMS messaging to enhance engagement with customers.
Text Messages Are Very Visible
Text messages are always in your face, unlike emails that can get lost in a cluttered inbox. Your messages have a higher chance of being read as a result.
Text messages are difficult to ignore. People have a propensity to texts as soon as it is received, unlike emails that are easily ignored.
Text messaging is perfect for urgent updates or information that must be communicated at scale. Furthermore, messages are perfect for people who are always on the go because they are concise and to the point.
The convenience, flexibility, and reach of text messaging make it a powerful tool for reaching people.
Text Messaging is Personal and Happens in Real Time
It can be challenging to get people to listen to your message in today's "always on the move" world. Text messages, on the other hand, are an excellent approach to reaching out to your contact base because they are personalized and are delivered instantly.
This implies that there is a greater chance that your recipients will reply to your communication. Text messages can also be coupled with other channels like social media and popular messaging apps such as WhatsApp to form a comprehensive communication strategy.
SMS allows you to ensure that your communication stands out.
Track and Measure Performance
With an enterprise Salesforce messaging solution like GirikSMS, you get access to comprehensive analytics and reporting to enable you to optimize your text messaging campaigns and boost your text messaging RoI.
Overall, there are numerous reasons to consider adopting automated Salesforce text messaging for your business. SMS, with its high visibility and customization ability, can add real value to your sales, marketing, and customer support operations.
How To Use Automated Salesforce Text Messaging Effectively
Keep your texts concise and to the point.
Because SMS messages can only be 160 characters long, they must be brief and to the point. Communicate your message without any ambiguity.
Embed compelling calls-to-action (CTA).
You want recipients to take some action after reading your message. Isn’t that the purpose of sending it in the first place? So, make sure your CTA is a powerful one. Use compelling language, and state clearly what you want them to do, and what they get in return.
For instance, use a CTA such as "Click on the link below to receive 10% off your booking" to nudge them to complete a booking.
Segment Your Contacts
The ability to segment your contacts so that you deliver tailored messages to the right people at the right time is one of the wonderful aspects of automated text messaging.
You can segment your CRM contacts by multiple parameters such as age, gender, geography, interests, past purchases, etc.
SMS Messaging for Events and Appointments
Reminding participants of forthcoming Salesforce Calendar events is one of the most useful use cases for sending texts from Salesforce. Although text reminders can also be useful for keeping internal employees updated about meetings, this usually entails alerting current or potential customers about scheduled appointments with you. Text messaging from Salesforce has been shown to significantly reduce appointment no-shows. Similarly, customers feel assured when they know that they will be reminded on time for upcoming appointments. This translates to convenience and higher satisfaction.
GirikSMS leverages CRM data and can include key elements of that data within the text message itself to personalize every text. By unitizing dynamic fields and placeholders in pre-built text message templates, businesses can remind, reschedule, confirm, or follow up with contacts regarding their upcoming appointment.
Businesses can send reminder texts at scale using the built-in library of templates and sequences in GirikSMS by leveraging dynamic fields, which automatically pull the relevant data from the CRM and embed them into the text message.
Bulk Text Message Campaigns
Sending bulk SMS to your contacts is a very effective use of SMS messaging to reach out to a large database of subscribers. Bulk texting campaigns have been shown to increase reservations, drive sales with deals and discounts, re-activate old leads or churned customers, and improve overall customer satisfaction. Similar to personalized messaging for event reminders, bulk text message campaigns can deliver relevant messaging to your subscriber base and increase the chances that they will respond and take action. Using text messaging to assist in converting leads in your Salesforce org into prospects or even customers is a fantastic example. For instance, a week after a lead has signed up on your website but has not yet taken any further action, you can nudge them to make a reservation with you and offer a link with a discount in your automated text message.
Business Text Messaging in Two Ways
Text messaging from Salesforce is a great tool for businesses to engage in 2-way conversational messaging with contacts. This enables businesses to establish an interactive, real-time line of communication with their contacts. Recipients can instantly reply to appointment reminder texts, re-schedule appointments, ask questions, or offer suggestions by leveraging 2-way text messaging with a business. With automated text messaging from Salesforce, customers are kept engaged and feel valued because they see that the company is responding quickly to their questions or concerns. This fosters stronger customer relationships founded on convenience and trust.
Reminders for Payments
Reminding people to make payments for appointments can also be done effectively with text messaging. To make it easier for customers to pay, these messages can include important information like the payment amount, pay-by date, and a link to complete the transaction. This simplifies the booking journey of customers and companies alike. Also, it eliminates the need for annoying collection calls at odd hours by sending courteous reminders, which helps to deliver pleasant experiences.
How Can I Activate Salesforce Text messaging?
Depending on the text messaging platform you use, there are many ways to integrate text messaging with Salesforce. Determine the text messaging requirements and budget of your company, to begin with, then identify a reliable 100% native Salesforce text messaging platform such as GirikSMS. Integrating both your CRM and your messaging solution is the next logical step. Next, you'll configure your templates, scheduling, and text message rules. Now you’re good to go.
GirikSMS: Your Salesforce Text Messaging Platform
GirikSMS automates customer communication with its no-code drag-and-drop interface. GirikSMS allows you to:
Configure your Salesforce Calendar to automatically send out text reminders for appointments.
Leverage your CRM data to personalize every outbound text that resonates with your brand.
Increase engagement by personalizing every follow-up and appointment reminder message.
Monitor the performance of your text messaging by tracking the delivery and response to every text and refine your texting strategy.
Allow contacts the convenience and flexibility to schedule and re-schedule appointments online by directly integrating with your Salesforce calendar.
Send text messages to thousands instantly, collect payments, answer questions, and gather feedback. All automated over 2-way text messaging.
GirikSMS is a 100% Salesforce text messaging solution. This means you can embed automated text messaging with virtually zero code right into your workflows. This frees up time for your employees so that they can spend their time and energy on what matters most – building stronger customer relationships. Try GirikSMS free for 30 days to see how easy and efficient it is.
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.
There has been an increase in competition in the admissions process. In an era when so many students are applying to different institutions, you need to find a way to stand out and harness your relationships with prospective students. One way to do this is to use SMS, which is popular among today's students. SMS app for higher education may help schools increase enrollment, expedite the admissions process, and enhance communication when combined with the potent features of Salesforce Education Cloud.
By integrating text messaging with powerful platforms like Salesforce Education Cloud, institutions can supercharge their admissions efforts. This platform offers a seamless way to streamline communication, improve the overall student experience, and build meaningful interactions.
In this blog, we’ll explore six practical tips on how to leverage text messaging with Salesforce Education Cloud to attract and engage prospective students more effectively.
1. Create a Clear Communication Plan
Reaching the target audience of prospective students requires a strategic communication approach. One of the best uses of text messaging is to communicate rapidly and effectively with schools. Many students tend to use SMS simply because it is less formal and more direct than email.
You can also set up automated text messaging through the Salesforce Education Cloud for regular questions, such as data about your programs, scholarship information, or even campus tour registration. This saves time for your team while you send immediate and timely responses to interested students.
To keep students informed and involved, don't forget to provide reminders about deadlines, significant dates, or activities like open homes with the help of SMS app for higher education. From their first meeting, prospective students may develop strong ties using this technique.
2. Personalize Every Interaction
Nowadays students want personalized communication and do not pay much attention to a generic approach. By viewing each student's profile 360 degrees, Salesforce Education Cloud allows you to personalize messages based on their specific interests and needs.
Let’s suppose, a student has expressed interest in a particular program. In that case, you can send personal messages about that particular program-of-interest-for example, information on faculty or events happening soon. That way, the students feel that you are listening to their individual preferences and interests.
Personalized messages show students that your institution values their unique journey, which can make a big difference when they’re deciding where to apply.
3. Use Data for Targeted Messaging
Data always turns out to be a best friend in terms of reaching the right students at the right time, and Salesforce Education Cloud makes this possible. It lets one see what students have been doing and most notably, which students have not completed their application or shown interest in certain programs.
Use Salesforce texting app to send timely text messages to students requiring that extra push or a reminder to complete their application. For instance, if you observe that several students started an application but haven't completed one, you can text them reminding them of the deadline and offering assistance in case they need that little bit more to push them over.
By focusing on data-driven outreach, you increase the chances of turning interested prospects into applicants.
4. Promote Events and Follow Up via Text
Campus tours, webinars, and virtual open houses are key touchpoints during the admissions journey. Text messaging can be a great tool to promote these events and increase participation.
Send out event invitations via text, and include links for easy registration. To ensure that students don't miss the event, you may also send reminders in the days before. Thank them for coming, and provide an invitation to proceed to the next stage of the admissions process, which might be setting up an interview or submitting an application, in a follow-up text message after the event.
Event-based texting is an excellent way to keep students engaged and moving forward in their decision-making process.
5. Streamline the Application Process with Updates
For students, the admissions process may be nerve-racking. You may inform them at every turn along the application process by sending them text messages. You may programmatically notify students using Salesforce Education Cloud when their application has been received, is being considered, and a decision has been made.
Your team will receive fewer questions as a result of keeping pupils informed. To assist students in staying on task, you may also remind them of any missing paperwork or approaching deadlines.
Simplifying the application process with regular updates builds trust and reassures students that their application is being taken seriously.
6. Build Community and Foster Engagement
It is not just about getting students to apply but building a community and letting them feel a part of the family. Using Salesforce Education Cloud, mark the potential students who require more peer interaction and send them text messages inviting them to connect with other students or attend social events with existing students.
You can also text invite students to follow your school through social media or join the student forums. Making such connections this early makes a safer and more engage-friendly status for your school with the prospective students. This acts as an increase factor for them finally joining your school.
Another way to foster a feeling of community is to encourage potential students to text existing students or graduates. Students can be inspired to apply by creating a supportive environment through the sharing of testimonials, success stories, and group chat invitations.
Conclusion
Integrating text messaging with Salesforce Education Cloud offers an incredible opportunity for educational institutions to enhance their admissions process. Schools can create a smooth, efficient communication strategy that reaches students where they are most active. A school can improve its admissions efforts by personalizing the student experience, leveraging data to target outreach, promoting campus events, simplifying the application process, and building a sense of community. This approach not only engages students but also streamlines administrative tasks, making the entire process more efficient.
To take it a step further, consider incorporating GirikSMS into your communication strategy. GirikSMS offers powerful features that enhance your text messaging capabilities, helping you reach and engage prospective students more effectively. Whether you want to send reminders, share updates, or provide personalized support, SMS app for higher education can simplify these tasks and ensure timely communication.
By using GirikSMS alongside Salesforce Education Cloud, your institution will stand out in today’s competitive educational landscape. Together, we can help you attract and connect with the next generation of students, making your admissions process not only more effective but also more personal and engaging. Get in touch with us today!
Engaging with customers on the channel of their preference is key to establishing a connection with them. An intriguing statistic is that 35% of customers prefer receiving marketing communications via mobile platforms. If anything, it serves as a gentle reminder to businesses to think about utilizing SMS for business-related communications.
Many businesses currently engage in this, particularly on high-volume shopping occasions like Black Friday. However, there are plenty of additional ways to use SMS to interact with your customers all year long besides the typical peak seasons.
Let's look at a few strategies for using SMS to improve business communication throughout the year.
What is SMS in business communication?
The term 'SMS for business communication' refers to how businesses utilize text messaging to communicate with customers, convey critical information, promote products and services, and improve their overall communication.
SMS-based business communication utilizes a software program rather than a specific person to communicate with people via text. This method, referred to as application-to-person (A2P) SMS, method opens up a world of possibilities.
Consider a hotel as an example. To boost guest satisfaction, hotels could quickly text them to confirm their reservation. Alternatively, a doctor could notify a patient via SMS with pertinent information following a visit. Even though these communications are only being received by one individual, they are not from multiple people.
Bulk SMS messages are also relevant. A retailer might send out a bulk SMS message to subscribers promoting a new product or providing a time-limited coupon.
It's also important to remember that companies can communicate with customers via more than just text messages. They may also send audio files, graphics, photos, videos, and other types of multimedia via Multimedia Messaging Service (MMS) messaging.
Benefits of SMS for business communication
As we've already indicated, a significant portion of your target market will prefer SMS correspondence. Here are four more advantages of employing SMS business messaging in addition to simply keeping your customers happy:
Messages are read almost instantly
SMS has an impressively high open rate and, even better, messages get read by most people fairly quickly.
You can send business SMS with confidence knowing that a significant portion of your subscribers will not only see your message but will see it within a few minutes of receiving it. Because SMS can reach your target demographic much faster than social media or email, it works incredibly well for time-sensitive campaigns such as flash sales.
SMS has a wide reach
To put it simply, text messaging is available to everyone who owns a mobile phone. Consider this: SMS messaging can be used to communicate with over 7.2 billion people worldwide. SMS has an unparalleled reach!
SMS messaging doesn’t require an internet connection
SMS is compatible with any mobile device that has a mobile network connection. That's because SMS messaging doesn't require an internet data plan, it works on mobile network technology.
While the proliferation of smartphones shows no signs of stopping, SMS allows users to receive messages on any kind of mobile phone, so you can reach a far wider audience with it than you could with internet-based approaches.
Messages can be automated
When it comes to managing repetitive tasks, automation is invaluable, and customers can also see its value. Consider this: regular SMS communications, such as delivery notifications, order confirmations, and password verifications, can be automated. Employees can rest easy knowing they don't have to perform these mundane customer service tasks manually once solutions like these are up and running. As an added bonus, you can use SMS templates to further streamline your communications.
Ways to use SMS for business communications
Here are seven ways to get started if you're ready to start reaching out to more prospects and customers via text messaging, which is how people like to be contacted by your business.
Marketing campaigns
SMS has an inherent limitation of 160 characters. There are two primary ways to use SMS for marketing.
Individual texts with a clear call to action.
A series of SMS messages that, typically over a few days or weeks, provide targeted offers or information to a particular segment of subscribers.
Whatever method you choose, the most important thing is to make it easy and convenient to respond. Usually, this means providing a web link. That page can be a special campaign page that lets you monitor the response rate with ease. It might also be an already-existing page, such as a category or product page.
Effective SMS marketing strategies cover the following:
Promote flash sales
Launch new products
Revive older products that have been improved upon or updated.
Run time-limited promotions
Offer loyalty members exclusive deals; target certain subscriber categories with offers
Encourage the sharing of relevant content by including links to resources on related subjects.
Verification
The process of verifying a user's identity or actions by text message delivery of a one-time password (OTP) or code to their mobile device is known as SMS verification. After that, the recipient logs into a website or application or authorizes a transaction using that code.
This technique, which is often referred to as two-factor authentication (TFA), helps companies in preventing account manipulation by scammers and cybercriminals.
Customer engagement
Improved customer connections through personalized business messaging results in greater engagement and improved response rates. Your interactions can be more personalized when you have more information on your audience.
Sending personalized texts on their birthday or offering them exclusive deals based on their previous purchases is possible with SMS. For instance, perhaps you would like to provide a unique discount to residents of a specific city. This demonstrates that you are aware of their needs and value their business. The messages can be made much more personalized when you integrate your CRM with your messaging app like what you can do with the GirikSMS Salesforce sms app, which can take personalization up a few notches.
This personalization strategy also works very well for marketing. You may grab customers' attention and keep them interested in your offerings by sending out highly effective messages, such as birthday offers that expire soon.
Opt-in campaigns
Through opt-in campaigns, businesses regardless of size can use SMS for lead nurturing or generation. By allowing potential customers to interact with your business on their terms and requesting their consent to receive SMS notifications, you can be sure that they are interested in what you have to offer.
After that, you can nurture them with a consistent flow of new, valuable, informational, and helpful content, which will produce higher-quality leads.
2-way messaging
Research indicates that 9 out of 10 consumers want to be able to ask questions in response to texts received from businesses. Having said that, many businesses rarely use two-way interaction capabilities.
You can now instantly and individually serve each of your customers thanks to two-way messaging. This enables customers to get their questions answered quickly. And you're communicating with this person directly instead of having to call them personally.
Transactional notifications
One of the best applications of business SMS messaging is transactional notifications; they are quick and easy to use.
Notifications via transactional SMS may include the following:
Notifications of delivery and shipping updates
Confirmations of purchases
Confirmations of opt-in
Verification of passwords
Reminders for appointments
Notifications for receipt of payments
Notifications of modifications to account information or transaction data, such as an upgrade on a hotel room
Get started with SMS for business communication
As you can see, there are tons of methods for using SMS for business communication that will connect and engage more of your customers in ways that suit your specific needs as well as theirs. It's a genuine benefit that can make your business stand out from the competition.
Selecting a text message service provider is the first step to launching SMS business messaging. With so many options available, it's critical to consider eight essential factors to ensure you're making the best choice:
Ease of integration. To facilitate seamless integration with your other apps and systems, you should have access to a wide range of APIs.
Security and compliance. In addition to having cyberattack defense and response strategies and backup systems, your provider should also be accountable for keeping you secure and in compliance with local regulations.
Delivery performance. It's critical to locate an SMS provider with a track record of excellence and an engine that is tuned for minimal latency and high delivery rates.
Power to scale. Look for a supplier who can adapt and grow with you.
Two-way messaging. When you want it, your messaging platform should deliver it for you.
Sender ID availability. You want to be able to use this feature since it helps the recipient identify you and increases your credibility as a sender and brand.
Reporting and analytics. For consistent and effective SMS marketing, real-time, comprehensive, and easily accessible KPIs are a must.
Global expertise and customer support. Look for a provider with worldwide connectivity.
Although SMS business messaging works well, you'll be most successful if you combine it with a more holistic omnichannel strategy for customer engagement.
Have questions about conversational messaging for business? Contact us today for a free 30-day trial of GirikSMS, the 100% native Salesforce Texting App for business.
Businesses across industries are leveraging emerging technologies such as Artificial Intelligence and machine learning to power sales, marketing, customer service, HR, and operations. In fact, banking is one of the top industries to embrace Chatbots in recent years to streamline operations and enhance the customer experience.
Banking chatbots are AI-powered virtual assistants that can understand customer requests, resolve their queries, and execute transactions. Chatbots are software programs that have in-built machine learning algorithms and can process natural language prompts to automate the relationship between a customer and a bank.
GirikSMS Salesforce Chatbot developed by Girikon Inc, a Salesforce Development Partner, help banking institutions streamline operations, scale customer service, reduce costs, and improve customer satisfaction.
In this article, we will explain what GirikSMS can do for banks and their customers and how bot-driven automation can benefit banking institutions in several ways.
Chatbots are cost-efficient. Bots allow you to scale operations quickly without the associated costs of additional manpower.
The era of mobile banking. Customers today prefer digital first and the need for on-demand mobile banking is increasing across all age groups. GirikSMS Salesforce Chatbots are available 24/7 and can be easily integrated into mobile banking apps to offer immediate resolution of customer queries.
Customers prefer text. Most smartphone users are well versed with popular messaging apps such as WhatsApp, Slack, and SMS, using these channels for daily interaction with friends, family, and even businesses. Text conversations over these apps are now the preferred choice for most users. GirikSMS ChatGpt Empowered Salesforce Chatbot uses the power of conversational AI to interact with customers over these popular messaging apps and channels ushering in a new era of digital services.
Here’s a look at some of the use cases where GirikSMS APP can help banking institutions automate their day-to-day operations to enhance the customer experience.
1. Onboarding new customers
New customers can rely on GirikSMSChatbot for onboarding activities such as:
Uploading all required documents and validating them.
Sending agreements for review and sending reminders to complete the documentation.
Setting up a new account and providing a guided tour of available products and services
Downloading and exploring the banking app on users’ mobile phones.
GirikSMS ChatGPT Empowered Chatbot can also be used to collect feedback from new customers about the onboarding process for detailed analysis and ongoing improvement.
2. Provide 24/7 customer service
GirikSMS Chatbot can be extremely useful in customer service operations. They can resolve routine customer queries quickly and enable banks to scale 24/7 support to customers. They can answer commonly asked questions and provide accurate answers to customer queries quickly without any wait times. Not just that, customers can also modify account information such as an address, all within the chat conversation.
3. Transactions
GirikSMS Salesforce Chatbots can help customers perform banking transactions such as fund transfers or opening a deposit account. GirikSMS is native to Salesforce. So, if a user types the name of a beneficiary to do a fund transfer, the bot can look up the receiver’s account in the CRM and execute the transaction.
Some of the other transactions that GirikSMS Salesforce SMS App can help customers with are:
Report a missing/damaged card.
Report an unauthorized transaction.
Change account passwords.
Modify account limits or apply for higher limits.
Apply for account upgrades like more privileges.
Apply for a loan.
4. Providing financial advice
GirikSMS Chatbot can be virtual financial assistants. Based on the customers’ income and spending habits they can recommend saving plans, tax tips, and recommend best-fit banking products.
5. Cross-selling
Banks offer a range of products and services such as insurance, loans, mortgages, wealth management, etc. GirikSMS Salesforce Chatbots leverage CRM data and analyze past customer interactions across multiple channels to make intelligent recommendations about new products that may be relevant to them.
6. Preventing fraud
GirikSMS Salesforce Chatbots record all interactions with users in the CRM and can use natural language understanding capabilities to detect suspicious behavior to alert agents to take prompt and appropriate action. Data from chatbot conversations can be used to identify patterns and train the chatbot.
7. Onboarding new recruits
GirikSMS Salesforce Chatbots can be used to assist new employees by:
Answering their queries about the company’s policies.
Providing access via interactive menus to onboarding material such as documents, presentations, charts, photos, or videos.
Setting up IT accounts and assisting them with system walkthroughs and privileges.
GirikSMS Salesforce Chatbots can also train employees on several aspects of customer communication and engagement.
8. Assisting in internal operations
GirikSMS Salesforce Chatbots can also act as virtual assistants for banking personnel by providing them with quick answers when dealing with customers. They can answer questions related to
Policies and regulations.
Products and services offered.
Intelligent forecasts on customers based on their account status.
GirikSMS Chatbots for Salesforce can also help streamline internal operations by sharing documents across team members and facilitating reporting and evaluation processes.
9. Omnichannel availability
Customers today prefer digital first. And they engage with brands on multiple channels such as websites, mobile apps, social media, and messenger apps. GirikSMS Chatbot for Salesforce can be easily integrated across all popular channels ensuring that you are available to them 24/7 regardless of where they are.
While the above use cases can be a game-changer for banks, it is also important to follow certain best practices to make the most of this disruptive technology offering. Here is our list of 5 best practices for implementing Chatbots.
1. Understand the limitations and challenges of Chatbots
Work with your Salesforce partner to have a thorough assessment of the capabilities and limitations of AI Chatbots to set the right expectations.
2. Protect user data
Banking institutions must secure and protect the data and information gathered by Chatbots. Giving confidence to customers that their data is secure with you builds trust and loyalty.
3. Secure transactions
Chatbots, especially customer support ones open up opportunities for hackers and fraudsters. You must ensure that all transactions and interactions over bot conversations are encrypted and secure.
4. Create specialized chatbots
Banking offers many use cases for deploying Chatbots such as lead generation, sales, and customer service. Start with a simple use case and deploy chatbots in phases.
5. Test extensively
An erroneous chatbot can lead to frustrated customers. Test and train your chatbot extensively before going live.
As Salesforce expands its boundaries to integrate the disruptive technology of conversational AI and adds more functionality into its platform, you need the support of a Gold Salesforce Consulting Partner like Girikon to unlock its true power. Connect with one of our experts today to learn more about how you can harness the power of GirikSMS Chatbots for Salesforce.
All businesses without exception, strive to achieve high levels of customer loyalty. And it’s not a surprising fact. Industry data reveals that the cost of retaining existing customers is a mere 20% of acquiring new ones. Businesses recognize that even a 5% improvement in customer retention rates has a significant impact on the top line. With so many options available to customers, going the extra mile to earn their loyalty is a no-brainer in today's fiercely competitive business ecosystem.
SMS marketing is perhaps the most underrated yet key driver of customer loyalty. Many businesses today are leveraging SMS marketing to retain customers. The popularity of SMS marketing is increasing at breakneck speed. It provides that elusive silver lining to improve customer engagement and build trust and loyalty.
What is Customer Loyalty?
The word loyalty is typically associated with an allegiance or bond between two entities. In the business context, customer loyalty characterizes a consistent emotional bond between the business and the customer. Customer loyalty indicates the willingness of customers to engage with the business for its products or services. Achieving customer loyalty can be complex and relies on the synergy of several factors:
Emotional connection
Quality and consistency of brand engagement
Exceptional customer service
Customer satisfaction levels
Product or service customization
Personalized interaction
Customer loyalty is a direct result of consistent efforts undertaken by a brand and is usually measured across multiple market metrics such as customer lifetime value, repeat purchases, customer satisfaction score, upsell rates, engagement levels, and more.
Loyal customers hold the key to a business's longevity and growth. Industry data indicates that loyal customers are willing to spend 65% more on a brand’s products and services compared to new customers. As the saying goes – 20% of your customers contribute to 80% of your sales. So, the message to marketers is loud and clear: drive customer loyalty to increase profitability.
The Role of SMS in Improving Customer Loyalty and Enhancing Retention
SMS marketing is a discreet way of engaging customers and establishes an invisible yet strong connect between them and your brand. Industry reports indicate that bulk SMS messaging has a read rate of 98%, as compared to email marketing which hovers around 20% at best. In fact, what’s even more interesting is that SMS messages have a read rate of 97% within the first 15 minutes of receipt, and that's primarily because people check their phones at least a hundred times a day. It should come as no surprise, therefore, that there is solid ground to consider bulk SMS messaging as a powerful driver of customer loyalty.
How To Build Customer Loyalty with Bulk SMS Messaging
The question still remains how bulk SMS messaging drives customer loyalty? With the right bulk SMS marketing strategy with personalized and relevant messaging content, you can facilitate faster response times. We recommend these 5 simple steps to improve customer loyalty via bulk SMS messaging.
Understand your target audience. Segment your subscribers based on age, gender, demographics, interests, and preferences to set up the foundation to send consistent, relevant, and concise content.
Align goals. Establish a clear vision of your SMS marketing goals such as conversion rates, app, website, or social media page traffic, feedback scores, and more.
Create strategy-based content. SMS messages have a limitation of 160 characters. So, every word is worth its weight in gold. Keep your messaging concise and precise.
Avoid spamming. Don’t overwhelm your customers with unnecessary or repeat messages. And depending on the time zone you operate in for your SMS messaging, ensure your messages are delivered at a time when customers are most likely to see it.
Analyze and improve. Marketing is all about indicators, so make sure you are always on top of key metrics like open rate, click-throughs, conversions, sign-ups, unsubscribes, and ROI.
Innovate: Last but not least, bulk SMS marketing allows you to experiment and improve your SMS marketing strategy and adjust it as you go. So be sure to collect feedback from your customers at regular intervals. This not only helps you to improve but also tells your customers you value how they feel about you.
Strategies to Increase Customer Retention with SMS
While we have talked about some key aspects of improving customer loyalty via bulk SMS messaging, it is equally important to understand some tried and tested implementation strategies that drive customer loyalty:
New Customer and Post-Purchase Offers. Offering deals and discounts to new customers is an effective strategy for acquiring them. And once they are on board, new deals and offers based on their initial purchase can be a powerful incentive for them to return to your brand. When offering deals, make sure they are time-bound and send them reminder texts with clickable links to your e-store to nudge them to make a purchase.
New Product Announcement. Concise, attention-grabbing SMS texts have proven to be very effective. And if your products or services are hyper-personalized for a particular customer segment, SMS marketing could be very effective in igniting interest. GirikSMS comes with seamless integration with Salesforce, which means you can leverage your CRM data for deep insights into customer behavior and target your SMS marketing perfectly with precise and relevant messaging.
Trigger Messaging. This is a very effective way to capture your audience’s attention. Automated SMS messages can be triggered for a range of scenarios such as abandoned cart reminders, the latest personalized discounts, and offers, new product launches or back-in-stock items.
Conclusion
There is no doubt that SMS texting is a powerful tool for driving customer loyalty and retention. With a market-leading automated SMS platform in place and a sound use-case-based marketing strategy, brands can unlock the power of SMS marketing to improve customer loyalty enhance retention, and pave the way for the long-term success of their business.
Try GirikSMS for Improved Customer Loyalty and Retention
With GirikSMS, you can implement automated, intelligent marketing strategies at scale with personalized engagement across every interaction. With GirikSMS’s automation capabilities and its intelligent Chatbots, you can be up and running in no time. With GirikSMS you can:
Send tailored product alerts
Cross-sell and upsell
Send reminders
Send order updates
Resolve customer issues
Engage in 2-way conversational messaging
Collect customer feedback
Start your Free 3 Month Trial today.
Still have questions? Connect with one of our SMS experts.