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How to Integrate SMS Texting into Microsoft Dynamics CRM

Integrating SMS text messaging into Microsoft Dynamics makes this premier CRM system even better. Adding SMS text messages to your email communications can generate new leads, increase productivity, and boost sales for enterprise businesses. It’s important to find a truly native SMS text messaging integration for MS Dynamics in order to realize the full benefit. Here’s what you need to know.

The highest ROI MS Dynamics SMS Integrations are built using Microsoft Development Tools and operate seamlessly within your existing IT infrastructure. Truly native SMS integrations offer an array of enterprise-grade features built for scale and reliability AND operate inside of your existing Microsoft Dynamics 365 database.

When selecting a Microsoft Dynamics SMS texting solution, look for the following:

Native Microsoft Dynamics Integration

When adding SMS text messaging to Microsoft Dynamics, compatibility is a major concern. Native integration means that applications are built using Microsoft’s own development tools to improve security, performance, and reliability.

Although some SMS text messaging providers report having Microsoft Dynamics Integration, it’s important to clarify what they actually mean. Many times, such integrations are in fact data connections that merely sync contact info between the vendor’s application and your Microsoft Dynamics 365 instance.

This means you will have to open a separate window in order to send your text messages as opposed to having them embedded into the menu system right inside your MS Dynamics window.

Other vendors use automation tools like Zapier or Boomi as intermediaries between their messaging services and client databases. While tools like these have their place, 3rd party solutions are typically not the best solution for enterprise-grade SMS text messaging, and they can substantially increase your costs per text message.

Since both inbound and outbound requests count as separate transactions, the total cost of ownership grows rapidly as messaging volume increases. Automation platforms like these provide quick access to basic integrations but remain prone to unwelcome side effects.

For instance, Zapier adds its own fees to your messaging costs and 15-minute Zapier messaging delays are not uncommon (depending on the service plan and configuration). Most enterprise-grade businesses eliminate the middleman and need to avoid message delays.

Many non-native MS Dynamics SMS applications require using provider infrastructures to send SMS messages (not your own). A questionable arrangement subject to a host of vulnerabilities and problems. True Native Integration eliminates these concerns because SMS messages flow directly from within your CRM database.

Ease of Use

With native integration, on-boarding and training times can be significantly reduced. Since there’s no need for additional accounts or logins – users already familiar with the Microsoft Dynamics CRM ecosystem can take full advantage of native SMS integrations immediately.

 

Engage in SMS texting directly from your CRM dashboard

 

Native integrations bypass the steep learning curve often associated with implementing 3rd-party solutions and make your organization more efficient.

Enhanced Security

Another benefit of native SMS integration is enhanced security and better control over data access. Built for large organizations, enterprise-grade SMS texting features make system administration easier. Because they use the same security protocols as other Microsoft applications, data security breaches or containment issues are minimized.

Most importantly, data never resides on questionable 3rd-party servers.

On-premise MS Dynamics installations utilize local data processing and storage servers while cloud-based setups reside on Microsoft’s trusted, ultra-secure network.

Administrators rest easy knowing critical data is protected and always available.

Improved Performance

Native apps (built using Microsoft Development Tools) share the same legendary performance and uptime associated with traditional Microsoft products. Because native applications live entirely within the user’s Dynamics 365 instance, they’re naturally more efficient and less susceptible to problems.

Businesses that use native, cloud-based SMS Integrations have higher reliability and since native apps exist within your specific Microsoft Dynamics 365 environment, database updates are never needed between you and outside vendors.

As long as the Microsoft Dynamics database is operational, your data is accessible.

However, to take full advantage of these capabilities, you must choose a cloud-based SMS text messaging provider with a native text messaging integration. Ideally, an enterprise-grade platform with similar uptime and performance metrics as those of your Dynamics 365 database.

Compatibility and Extended Functionality

Because they’re built with the same software development platforms, native MS Dynamics apps integrate seamlessly with other Microsoft products and services. With so many powerful API and customization features, system configuration options are virtually endless.

You can connect freely with other Microsoft Core Services or create custom solutions of your own knowing that compatibility won’t be an issue in your CRM environment.

Partnering with an SMS Text Messaging vendor who supports cloud-based Microsoft Dynamics 365 installations offers even more possibilities. Like taking advantage of Microsoft’s powerful, cloud-only custom integrations and smart reporting functions (powered by machine learning).

 

Cloud-based installations extend CRM functionality and reporting capabilities

 

Many of these add-ons benefit from including SMS text messaging and reporting functionality. For example:

PowerBI

Microsoft’s flagship business analytics solution offers valuable data insights and customizable displays of performance metrics. These stunning reports can easily be embedded in apps, webpages, or shared with others both inside and outside of your organization.

Flow and PowerApps

A drag-and-drop suite of tools to create built-in workflows and custom automation sets. Users can easily personalize over 200 different Microsoft/partner applications based on business logic and enterprise needs.

Automated workflows improve productivity and enable collaboration at an unprecedented scale. They also provide the ability to create new processes without having to write a line of code or hire a developer.

Web Portals

MS Dynamics 365 cloud databases include native support for building self-service web portals. These websites are easy to share and maintain and can be used for a number of different internal applications.

Learning Paths

A relatively new Microsoft Dynamics CRM feature allows organizations to strengthen and enhance user experiences. Administrators can build “paths” to deliver custom content to specific users/groups accessing the database.

Such automation can significantly reduce training times/costs by allowing the user to control their own learning experience.

However, these add-ons are only available for cloud-based MS Dynamics and Dynamics 365 installations. Thus, it’s paramount to choose providers who support Dynamics cloud databases to take full advantage of an MS Dynamics SMS text messaging integration.

Long Code vs. Short Code SMS Texting Options

A frequently overlooked component of selecting a vendor for an MS Dynamics texting integration is understanding when to use Long Codes Vs. Short Codes. Which is one of the most important factors to consider.

Long Codes

Long Codes are 10-digit numbers used for direct 2-way communication with two or more parties. Following the traditional number format of landlines and cell phones, long codes are used in voice calls, faxes, and text messages.

Being able to call and text from the same number has distinct advantages. The biggest of which is providing customers direct access to your brand via a single point of contact.

Long codes are ideal for creating personalized experiences and seamless two-way conversations.

However, carrier restrictions prohibit sending mass SMS marketing messages using long codes. Violations can incite legal action and cause vendors to forfeit long codes already assigned.

Hence, Short Codes are essential as well.

Short Codes

Short Codes serve entirely different purposes than Long Codes. These 5 to 6-digit numbers are used frequently for marketing, alerts, and mass one-way communication. Short Codes are designed for sending bulk SMS Marketing Messages and Mass Notifications.

Although less personal than Long Codes, Short Codes facilitate messaging millions of clients or subscribers at the same time. Yet, this messaging format also has limitations.

Shared Short Codes are the most common option among smaller SMS text messaging providers. A “shared” number means multiple businesses use the exact same code. The differentiator being the keyword brands use to connect with their customers.

For example, Short Code 95660 may respond to keyword “drive” for an auto dealer and “pedal” for a bike shop.

image source

 

The problem is Shared Short Codes cannot engage in 2-way dialog using the same channel. Nor can they retain conversational data for administrative purposes for more than a short period of time.

While some SMS vendors claim this is possible, most implementations fall far short for enterprise brands focused on customer service.

 The result forces customers to use alternate contact methods to continue the conversation, adding yet another layer of friction and creating a less personal experience. To combat this problem, some providers offer Dedicated Short Codes with unfettered access. However, this option can be expensive and still makes customers call back using a different number.

The solution? Choosing a provider who offers all three options at once. Long Codes, Shared Short Codes, and Dedicated Short Codes to fit an array of business scenarios.

SMS Text Messaging Service and Support

Incorporating SMS texting into Microsoft Dynamics 365 adds tremendous value. However, the right setup and support are crucial to fully leverage your investment.

Look for SMS providers who build and support their own technologies rather than piggybacking off other SMS APIs or generic integration tools. True enterprise-grade SMS vendors provide native SMS integrations, direct carrier connections and maintain their own fully documented SMS APIs.

Besides offering higher-performance and optimal pricing, top vendors employ dedicated technology teams and seasoned developers who understand how to properly integrate new SMS texting solutions.

Leading SMS vendors provide knowledgeable installation teams to assist with new setups or transition over from existing ones. Premium SMS solutions also include automated software wizards to help with common tasks and provide troubleshooting assistance should problems arise.

Seek out vendors who employ US-based support agents who understand the unique needs of enterprise businesses and large organizations. Overseas service options can introduce language barriers and create support hours outside of US standards.

Enterprise Scalability and Pricing

When integrating SMS text messaging into MS Dynamics 365, choose an experienced vendor who understands enterprise businesses, maintains direct carrier connections, and offers volume pricing and scalability.

SMS texting vendors who deal primarily with small businesses often lack the resources to manage mass SMS traffic volume – including reliable mass deliverability and proper queuing protocols for competing campaigns.

Insist on using cloud-based providers who have the bandwidth and speed necessary to handle large-scale volume.

You’ll find that market pricing varies as many SMS vendors simply build their interfaces on top of other provider’s SMS APIs. In most cases, these are resellers with little or no flexibility to offer volume discounts as you grow.  The best SMS providers build their own SMS API and connect directly with carriers to eliminate costs and offer enterprise level pricing.

TrueDialog – Microsoft Dynamics 365 SMS Text Message Integration Experts

TrueDialog is the perfect solution for enterprise-grade SMS texting capabilities. Our cloud-based SMS text messaging solution is built for big business, yet made easy for small business.

Our five-star-rated platform includes an ISO 9001 database, direct carrier connections, 99.9% uptime, and true native Microsoft Dynamics 365 integration. If you’re serious about implementing an enterprise-grade MS Dynamics text messaging solution to deliver personalized customer engagement at scale, TrueDialog is an ideal solution.

Our proprietary “TrueDialog” feature enables seamless texting with both Short Codes and Long Codes all combined in the same thread, so businesses can send mass text messages and then effortlessly engage in one-to-one texting conversations at scale.

Unlike many other solutions, TrueDialog has invested in building direct carrier connections which eliminate the middleman and provide our customers with two huge benefits: 1) improved deliverability by reducing potential points of failure and reliance on third parties and 2) a lower cost structure which allows us to price our service significantly lower than the competition.

Additionally, we offer local US-based support (in tech-savvy Austin, Texas) from knowledgeable staff and developers who understand the unique needs of enterprise businesses. Our industry-leading features are state-of-the-art yet still provide the best value in SMS text messaging.

No other SMS platform compares.


If you’re ready to add integrated SMS Texting capabilities to your existing IT infrastructure, click here to schedule a demo or give us a call today at 512-501-5940 to schedule a demo of our Microsoft Dynamics SMS integration and let us show you why we have the best SMS enterprise-grade platform on the market.

Using SMS Texting to Boost University Enrollment

Using SMS Text Messaging to Boost University Enrollment

SMS texting in college admissions is a necessity. Research shows today’s students overwhelmingly prefer text messaging and often don’t respond to traditional phone or email marketing. And while enrollment and retention rates are critical metrics, higher education texting offers many other valuable benefits as well.

COLLEGE STUDENTS PREFER SMS TEXT MESSAGING

Text messaging dominates the modern communication landscape. And nowhere is this more evident than on higher education campuses. You don’t have to be a genius to understand that times have changed. But the extent to which it has may surprise you.

Recent studies show that 95% of 18-24-year-olds own cell phones and 97% of them use text messaging extensively. On average, this demographic sends around 110 texts per day or more than 3,000 text messages per month

In comparison, these numbers are nearly double those for ages 25-34 and triple for persons 65 or older. Clear evidence that SMS text messaging has expanded rapidly and is now a critical part of higher education marketing.

One of the most common complaints from university administrators is that schools can’t reach students. They frequently won’t answer their phone or respond to email. Texting is the only way many students want to communicate.

And an estimated 97% of text messages are read in 3 minutes or less.

However, institutions shouldn’t abandon traditional forms of communication. They instead need to develop a holistic communications plan that lets the student choose their preferred method – text messaging, email, or phone.

Bottom line – higher education partners must meet enrollees where they are in order to thrive. Sometimes that means a phone call. Other times its email. Yet, for the vast majority, texting reigns supreme.

SMS TEXTING IMPROVES COLLEGE ADMISSIONS AND RETENTION

Admitting students is a complicated process requiring coordination between multiple departments such as admissions, registration, and financial aid. And, unfortunately, when one hand doesn’t know what the other is doing, problems arise.

Records are lost, deadlines go unnoticed, and students and their families pay the price. 

That’s why SMS texting is a high-value solution. Enterprise-grade platforms offer advanced options which allow seamless communication between all parties. By using a cloud-based communications platform, universities can be up and running the same day with no technology expenditures or development required.

Admissions and enrollment staff can effortlessly transition between mass notifications and engaging in one-on-one personalized texting dialog at scale between students and multiple departments.

University staff can all chime into the same texting thread with the student to resolve issues faster and create a truly seamless experience. While students need only to make a single request to receive all the help they need.

Once contact is made, departments can hand-off tickets and keep entire case histories intact. Behind the scenes, transfers happen as needed while still maintaining a single conversation thread throughout.

Students get better, faster customer experiences without jumping through hoops or worrying about falling through the cracks.

The latest developments in text messaging have created cloud-based, enterprise-grade platforms that can be immediately deployed with minimal effort and allow multiple staff members to all engage in the same texting thread with students and prospects.

A stark contrast to messages getting buried in a forgotten email account or unreturned phone calls. SMS text messaging is a high-value communication platform that offers incredible ROI for university stakeholders. 

BENEFITS OF TEXT MESSAGING IN HIGHER EDUCATION

The benefits of including SMS text messaging are undeniable – both from the student perspective as well as the institution. Students get the assistance they need in near real-time communication, along with relevant reminders about upcoming events, due dates, or submission requirements.

Universities receive value from improved response rates, higher enrollment yield, stronger retention metrics, and overall student engagement.

, Texting Software for Admissions & Enrollment

Gentle reminders add value – A recent Harvard Business Review study showed that many college students welcome a proactive outreach program. Not only for staying informed, but also to provide gentle “nudges” in completing required tasks and staying ahead of admissions and financial deadlines.

In one example, Georgia State University implemented a text-based program to help students navigate the admissions process. The result? A 71% student engagement rate with less than 2% of message traffic requiring additional staff intervention.

Students received the help they needed using the format they enjoyed most (texting).

Texting improves admission and retention rates – In 2017, the West Virginia Higher Education Policy Commission reported increases in both GPAs and retention rates after implementing higher education texting. Their “Txt 4 Success” initiative gives students information and reminders about registration, tuition deadlines, and advice for completing FAFSA applications.

Dr. Paul Hill, Chancellor of the HEPC, said texting programs align perfectly with students who are “usually glued to their phones.” Hill also noted that the study outcomes showed, “retention rates and attempted credit hours increased” for students who opted-in to the program.

The Chancellor pointed out that students were more comfortable using a medium so familiar to them (texting). Which made asking for help less intimidating and proved to be “an effective way to open a door for conversation.”

Texting in education saves time – another powerful benefit of incorporating SMS text messaging into university settings. Using an enterprise-grade SMS messaging platform allows you to integrate your existing CRM and pull student data automatically. 

With texting, higher education facilities can easily send students reminders about:

  • tuition deadlines – to inform students of upcoming fees and deadlines before it’s too late. Preemptive text messages help students plan better and may reduce stress during busy periods.
  • incomplete applications – such as courtesy reminders for missing forms, transcripts, or other important documents. These notifications ensure applications are received (and processed) in a timely manner. 
  • event notifications – for registration drives, career fairs, open houses, or alumni events. Activities that students and parents might not be aware of otherwise.

SMS text messaging can also be used to quickly coordinate meeting times and schedule interviews with support staff. Which eliminates the back and forth associated with traditional phone calls or email.

Text messaging improves student satisfaction – in multiple ways. Marketing departments can segment their messaging to ensure the right content goes to the proper audience. Engineering students don’t want to receive psychology department updates. Just like alumni shouldn’t be bothered with new student orientation schedules.

Texting Solutions for Enrollment

Proper segmentation – along with providing relevant updates – is key to earning and keeping student trust.

Access to someone’s SMS inbox is a privilege.

Which can be easily lost if abused. University managers need enterprise-grade tools with powerful administrative controls to grant and restrict access, monitor communications and compliance, and easily deploy and train their reps.

Besides the right message, an outstanding customer experience makes a great impression as well.

Texting offers much higher response rates than phone or email.

Students get their questions answered quickly and easily using their favorite mobile device. And because students are comfortable and familiar with texting, it’s a breeze to keep the conversation going and build rapport.

Support staff can use these opportunities to share information about scholarships and grants, advising/mentoring services, or invite students and parents to networking events.

Which – in many cases – are the updates they care about most.

ENTERPRISE-GRADE SMS TEXTING SOLUTIONS DESIGNED FOR EDUCATION

Text messaging is becoming a critical part of university outreach strategies. Thus, it’s important to choose the right partner for your SMS messaging platform. A service provider that’s not only affordable but built to scale and grow with you over time.

TrueDialog’s SMS education solution is designed to securely and reliably meet the needs of large universities and colleges. Yet, remains easy-to-use for smaller and midsize institutions as well.

Our higher education texting platform was custom-built over several years by working directly with university partners. The result is an enterprise-grade text messaging solution that was designed for the needs of both online and ground-based facilities alike.

Texting Solutions for Student Admissions

While other SMS texting vendors shoehorn their existing text platforms into the education marketplace, TrueDialog designed a solution from the ground up by working with and carefully listening to large universities. TrueDialog’s cloud-based, enterprise-grade software offers high performance and scalability, at less than half the cost of the competition.

TrueDialog’s scalable enterprise SMS solutions set the standard for value and ROI. Our unique message platform works on both desktop and mobile apps and includes industry-leading features that others simply can’t match.

  • Direct carrier connections – means higher messaging volumes at lower cost. We securely handle tens of millions of messages each month for organizations of all sizes. And at pricing our competitors can’t touch. 
  • Proprietary “Cross-Code” and 2-way mass texting features – enable two-way text messaging dialogs that create threaded, multi-user, many-to-one conversations with ease. Seamless texting with both Short Codes and Long Codes in the same agent thread allows sending mass text messages and then effortlessly engaging in personalized one-to-one dialog at scale.

No other SMS platform comes close.

  • Professional administrative controls – provide granular system access based on specific user needs. Give administrators full control while limiting agents to view-only mode or other customizable profiles.

Unlike other SMS messaging products, TrueDialog assigns a dedicated, company-owned text number to each individual rep. Bypassing the headache of shared SMS inboxes or the unprofessional use of personal cell numbers. 

  • FREE multi-channel campus alert – provides an emergency alert notification system at no extra charge. Send mass notifications simultaneously via SMS text, voice, email, or social media directly from within your dashboard.

To learn more about these and our other unique SMS texting benefits, visit our website.

CONCLUSION

SMS texting in university and college admissions is a high-leverage marketing channel that produces incredible ROI. Universities adopting this technology report more engagement, increased enrollment yield, higher retention rates, and better customer satisfaction. Not to mention huge time savings and enhanced productivity amongst staff.

But in order to be effective, higher education texting must be done right.

Enterprise-grade solutions like TrueDialog make the process easy. Our five-star rated, scalable SMS messaging platform is built from the ground up for higher education managers.

We are the cloud experts in SMS text messaging technology and offer more features than the competition – for about half the price.

Don’t sacrifice. Insist on getting more value for less money. Give us a call and let us introduce you to the power of TrueDialog.


Interested in learning more?

Give us a call today at 512-501-5940 or sign up online for your FREE 15-day trial (no credit card required).

Contact Us Today to Get Started

The Top 3 Reasons to Integrate SMS Texting into Your CRM

Integrating SMS texting into your current CRM is easy and low cost with our pre-built SMS integrations. Combine the power of your CRM with a Salesforce SMS, Marketo SMS or Microsoft Dynamics SMS integrated solution to improve efficiency, increase customer satisfaction and boost your ROI.

SMS/CRM INTEGRATION AUTOMATES WORKFLOW

The two main purposes of any hardware/software integration are to reduce workload and improve operational ROI. Adding SMS texting to your current CRM (e.g., Salesforce, Marketo, or Microsoft Dynamics) is a prime example. Many repetitive tasks are eliminated while those that remain can be greatly simplified.

Better Customer Service

Let’s face it – faster response times increase overall conversion rates. In fact, studies have shown businesses who respond in the first hour after contact generate 7X more leads than those who don’t. And that number jumps to a whopping 60X more when brands wait for 24 hours or longer.

TrueDialog’s unique SMS platform makes responding to customers easier than ever.

Our Contact Center solution allows agents, help desk teams, and employees to conduct threaded, multi-user, team-based SMS conversations at scale. While TrueDialog’s proprietary “Cross-Code” technology allows both short code & long code messages to appear in the same text thread.

This highly unique feature allows enterprises to seamlessly integrate mass sms marketing messages & text notifications with personalized 1-to-1 texting dialog for an unparalleled customer experience. Businesses respond faster and save time by allowing multiple agents to contribute to customer support conversations using a single group thread.

A much smarter approach than maintaining separate, single-agent conversations or frantically digging through a series of disparate texts or emails.

Automatic CRM Updates

Previously, sending text messages and updating your CRM records were separate functions. But with an enterprise SMS texting solution like TrueDialog, that’s no longer the case. Our integration suite intuitively translates conversations into CRM leads and automatically updates customer accounts.

A truly native SMS integration builds enterprise-grade texting directly into your CRM instance. Imagine sending texts and automatically logging them into your analytics CRM data for Salesforce, Marketo, Oracle or Microsoft Dynamics. No separate windows and no more copying and pasting. No more editing in multiple systems. Each new conversation seamlessly flows into your chosen CRM.

Not to mention that texting is a highly-efficient way to engage with customers. Statistics show that more than 90% of mobile users read text messages in 3 minutes or less. With the average response time being around 90 seconds.

A far cry from email or other traditional forms of outreach.

Reminders and Notifications

With SMS integration, both clients and employees stay up-to-date with the latest account information. Agents can use text messages to automatically remind customers of upcoming events. Or push instant notifications to fellow employees regarding updated tasks, assignments, or meetings.

Changes to your CRM database can be scheduled for delivery (or dispersed in real time) to those that need the information most. Doing so keeps customers happy and helps employees close more deals.

SMS INTEGRATION IMPROVES OPERATIONAL EFFICIENCY

Efficiency is another key benefit of integrating SMS texting with your existing Salesforce, Marketo, or Microsoft Dynamics database. Merging your CRM and text messaging platform allows employees to be more productive and responsive. Easily see message history and customize message data flow into your CRM. The perfect combination to make better use of limited resources – whether it be time, personnel, or technology assets.

Unified Communication

One of the biggest advantages of integration is bringing your communication and client data together under one roof. TrueDialog’s enterprise messaging solutions provide “native” integration between your existing CRM and cutting-edge SMS capabilities.

Imagine texting a customer account from directly within Salesforce. No more jumping between screens or having to duplicate your work in multiple systems. Sent messages (and responses) are automatically logged as CRM events with no extra effort required.

SMS Message Dashboard
SMS Message Dashboard

TrueDialog’s SMS integrations transform your CRM into a unified communication hub.

Now you can respond to customers and manage internal communications using one interface. Agents have instant access to client records and can easily view prior text, email, and call history in a single consolidated CRM record.

Customers decide how they want to interact with your company while reps seamlessly switch options to accommodate their preferences. And employees benefit too.

SMS integration means sales teams are notified about CRM account events or lead assignments as they happen. Leaving agents more prepared to respond to clients and better understand their needs before making contact.

Most importantly, increased efficiency means sales and support reps are able to manage additional client requests. Thus, generating even more leads while simultaneously expanding your customer service capabilities.

CRM SMS INTEGRATION ENHANCES MARKETING CAMPAIGNS

Brands using SMS messaging for opt-in marketing and mass texting see exceptional results. Not only is this medium fast and incredibly affordable, but obliterates the ROI of traditional advertising methods.

Research has shown that text message open and response rates exceed 97%. Email marketing, on the other hand, is lucky to hit 20%. Factor in that nearly all US adults own cell phones (with text messaging being the preferred means of communication) and these stats become impossible to ignore.

Blended Marketing Options

TrueDialog’s innovative SMS solutions allow brands to combine their email and text marketing into a single enterprise-grade solution. Once integrated with Marketo, Salesforce, or Microsoft Dynamics, businesses can deploy SMS texting campaigns just as easily as traditional email promotions.

TrueDialog’s Process Builder Overview
TrueDialog’s Process Builder Overview

Better yet, these same mass marketing texts can be effortlessly converted into 2-way personalized messages as needed. An ideal option for companies wanting to do both (at scale) with multiple contact center reps, client agents, or mobile field employees.

User Segmentation

To take full advantage of these hybrid communication options, audience segmentation is a must. TrueDialog facilitates real time interactions with inbound leads and provides easy-to-use options for customer follow-ups and appointment requests.

Native SMS Texting integration with most CRMs means robust SMS segmentation options for promotions and/or retargeting campaigns. Send welcome deals to new customers while offering loyalty rewards to existing clients – at the same time.

SMS text messaging integration allows for process-driven campaigns as part of your marketing automation strategy. Using the built-in components of your CRM software, SMS texting can be included as a process or activity (since all users fall into different parts of your automation process).

All from within the comfort and security of your existing CRM platform using our cloud-based enterprise-grade texting solution.

Custom Reports

TrueDialog’s pre-built SMS integrations provide an array of expanded reporting options to analyze data and extract metrics. Since SMS is defined as its own object, CRM administrators can easily build custom reports that include individual CRM objects for reporting.

For example, if you want to look at click rates or opt-out rates of email vs SMS, our native CRM integrations make the process simple.

RAISING THE BAR IN ENTERPRISE SMS/CRM INTEGRATION

When it comes to SMS pricing, reliability, and value TrueDialog leads the way. We offer corporate text messaging solutions with more pre-built features than any other SMS platform. All available through our turn-key, enterprise-grade platform or our brilliantly designed SMS API for developers.

Other industry-leading benefits include:

  • Direct Carrier Connections – to eliminate 3rd party middlemen and provide our customers with unparalleled reliability. Reducing points of failure improves deliverability while dedicated connections afford extremely competitive pricing.
  • Proprietary “TrueDialog” feature with “Cross Code” and 2-Way Texting Features at Scale – our unique texting software and Contact Center SMS Solution enables both mass short code texting and 2-way text dialogs with threaded, multi-user conversations all in the same platform.
  • Now you can seamlessly combine both short code and long code messages in the same thread.Imagine sending mass text messages and then effortlessly engaging in one-to-one conversations at scale.
  • No other SMS platform offers such advanced options.
  • SMSafe Dual Cloud-Database – TrueDialog maintains a duplicate ISO 9001 cloud-database for extra protection against accidentally texting opted-out contacts. To achieve this same level of protection on other SMS APIs, developers would have to build this expensive capability themselves.
  • TrueDialog incurs significant costs to provide this feature. But enterprise customers who are serious about compliance understand why.
  • Native SMS CRM Integration – SMS texting solutions for most major CRM applications including Salesforce SMS, Marketo SMS, Microsoft Dynamics SMS, Oracle Eloqua SMS, HubSpot SMS, and CampusNexus SMS.

All of these incredible features are available without pop-ups, plugins, or configuring additional networks. Start sending and receiving text messages from directly within your CRM to improve operations and delight your customers.

Conclusion

When it comes to SMS/CRM integration, TrueDialog simply can’t be beat. Our industry-leading services have garnered a 5-star rating and made us Capterra’s Top Rated SMS Software Platform. We provide enterprise-grade SMS texting solutions with more features than the competition – at about half the price.

  • Uninterrupted Workflows
    Use established workflows to import messages into ques or create new routes and triggers based on specific needs.
  • Persistent Conversations
    Quickly scan prior messages using existing CRM records. Agents stay informed and can handoff conversations without missing a beat.
  • Customizable Configurations
    Integrate SMS into multiple data objects (leads, cases, contacts, accounts, etc.) to effortlessly text individuals, groups, or entire organizations at scale.
  • Unified Analytics
    Easily port messaging data between systems for review and analysis.
  • No New Software
    Add text messaging functionality to your current CRM without having to retrain employees.
  • Maximum Agent Efficiency
    Monitor multiple cases simultaneously without needing to jump between screens or applications.

No other provider comes close.

If you’re ready to add integrated SMS capabilities to your existing enterprise infrastructure, give us a call today at 512-501-5940 to schedule a demo of our SMS integration for your specific CRM and let us show you why we have the best SMS enterprise-grade platform on the market.

Want to try before you buy? No problem. We offer a FREE 15-day trial with no credit card required. Just fill out the registration form, create your login, and you’ll be texting in minutes.

Contact Us Today to Get Started

Social Media ROI Measurement With SMS

It’s no secret that social media is a huge component in many digital marketing strategies. Social media marketing expenditure in the U.S has reached $7.52 billion dollars (Statista). Virtually every business has some form of social media presence today. To avoid talking to an empty room, marketers use different tactics, such as social media contests and coupons, to measure things like engagement and conversions. But, how do you maximize your social media ROI?

Nearly 80% of social media usage is conducted on a mobile device (Marketing Land). Since social media is already a mobile activity, text (SMS) should be a key element of your social media strategy. When done effectively, Texting can provide valuable insight into how well your social media efforts are converting followers into repeat purchase customers.

Social Media and SMS are the Perfect Pair

social media ROI, social media measurement, social media, sms, social media marketing, mobile marketing

So, how do we put text messaging and social media together? Well, for the most part, it’s similar to using an 800 or vanity number. Businesses can attach a short-code for followers to text into for mobile coupons, contests, or to start a mobile club. Imagine you’re a small burger joint opening  in town. You want to encourage all the locals to try your specialty burgers and prompt them to make a repeat purchase. You can have a keyword for new customers to text in to a short code so they receive a coupon for a free burger when new customers buy fries and a drink. This keyword can be worked into all social media materials from cover photos on Facebook, to a specified hashtag on Twitter, to descriptions on your business’s YouTube videos.

 

Measure Social Media ROI Instantly With Texting

Social media is an instantaneous way to reach a large audience while text messages provides equally instantaneous feedback. While likes and comments are great, they are very passive forms of engagement. A ‘like’ doesn’t always translate into a sale. However, when customers text to your designated short code for a free burger, they are taking that extra step to committing to a purchase.

Promoting your SMS campaign via social media allows a more efficient measure of social media ROI. With a simple text, a marketer can measure a variety of different things about their campaign. A text can serve as a good headcount of active people in your contact list, a way to measure coupon effectiveness, show which keywords are most effective, and more. With 3Seventy’s RESTful API, you can easily track outbound texts during the time of your social media campaign. Our API can also be easily integrated into other systems to have one, cohesive place for all marketing measurement.

social media ROI, social media measurement, social media, sms, social media marketing, mobile marketing

Have questions on what SMS can do for your media measurement? Feel free to email us at sales@truedialog.com or call us at 512-501-5940.

 

Mobile Marketing, SMS Campaigns, SMS Marketing, Social Media

Incorporating Halloween into Your SMS Marketing

The spookiest time of the year has descended upon on us!

While everyone is busy carving pumpkins, planning costumes, and inhaling candy by the handful, it’s fun to utilize this time for creative marketing with a Halloween themed SMS marketing strategy. Taking the time to plan your Halloween marketing strategy allows you to show customers a silly side while differentiating from stiff competitors. If you’re stuck on what to do, here are a few ideas to help you get started…

 

Send a Treat to Your Mobile DatabaseSMS Business. SMS Marketing, Mobile Marketing, Halloween

Just because consumers are too old to fill a trick-or-treat bag doesn’t mean that they don’t want a treat of their own. Create a mobile coupon with a special offer to wish your customers a fun and safe Halloween. Saving is fun, after all.

 

Host a Spooky Contest

Halloween contests can go far beyond scavenger hunts and bobbing for apples. Hosting a text-to-win contest is a fun and easy way to drive customer engagement and get people excited for Halloween. You can apply the contest to the costume contests and scavenger hunts too! Invite participants to take a photo of their best costume and text it in. For a spooky scavenger hunt, consider making it a photo-hunt where folks need to take photos of spooky stuff and text it in each time.

Scary Costumes are a Success for Retail and Restaurants

If you are looking to drive customers into your brick-and-mortar location, have a special for people who show up in costume. The most notable example of a successful costume promotion is Chipotle’s recent campaign. Chipotle offers $3 burritos to customers who show up in a particular themed costume (this year it is costumes with unnecessary additions). Push out an invitation through SMS to your consumer database telling them to stop by your store in costume, and offer a free treat to the kids and a special offer to the parents.

When in Doubt, Freak Them Out

SMS Marketing, SMS Small Business, Mobile Marketing, SMS Retail

Everyone loves a good scare so send out something for a fun fright. Just make sure it isn’t too scary for your SMS database or else you might have some people opting out. If scary doesn’t fit your particular company image, opt for an alternative with scary situations. A plumbing company, for example, could send out a message like “Imagine you’re home alone in the bathroom…and you run out of toilet paper. Nooo!”

 

Halloween is a fun time for all and companies shouldn’t miss out on the festivities. Halloween may not be as high spending or revenue generator as Thanksgiving or Christmas, but a good Halloween SMS campaign idea can leave a good impression on your customers. Find the best way to make your company stand out.

And have a happy Halloween!

 

Holiday Marketing, Mobile Coupons, Mobile Marketing, Mobile Strategy, SMS Marketing

5 Tips on using SMS Marketing for Entertainment Venues

With such a plethora of options for entertainment, it is important for entertainment venues to make a strong impression with a well developed SMS marketing plan. Here at 3Seventy, we are fortunate enough to work with several clients in the entertainment industry – from bowling and sports to live music and more. In collaboration, we’ve implement smart SMS marketing strategies. Here are some tips on how to incorporate SMS marketing into your entertainment venue business.

 

1. Make the Most of Your Mobile Club

A great sms database is an effective way to keep customers in the loop about promotions, events, and giveaways. Invite your customers to opt-in by using an incentive, and keep them engaged by scheduling a bi-monthly text message update letting them know about fun things happening at your business and special offers.

2. Keep People Entertained Between Activities

Want to have your guests keep the fun going as they wait their next turn to putt, rock climb, or bowl? Make waiting time a little more fun with interactive text trivia and polls. Create a dialog campaign so that when customers see a question on the digital signage or tv monitors, they can text in the trivia answer and see the results on the screen in real-time.

 

3. Using SMS to Stay on ScheduleSMS Marketing, Mobile Marketing, SMS Operations, SMS Business, SMS Entertainment

During peak times such as summer vacation, it is important to keep the traffic moving effectively in your entertainment venue. Set up a system where customers can receive an SMS alert with real-time updates about the next available go-kart, bowling lanes, movie showing, etc.

 

4. Try Out Mobile Coupons

Instead of having people fumble around with cutting out and bringing in paper coupons (and possibly losing them along the way), make the experience easy. When you provide customers the convenience of using mobile coupons via SMS, it increases the redemption rates and drives traffic faster to your venue.

 

5. From Text Message to Trophy

If your entertainment venue is host to a league or other competition, then consider creating a targeted SMS campaign for that competition.  Participants can receive text messages each week with rankings, highlights, and upcoming events/tournaments. Send out a “Congratulations” text message to the entire SMS database too. This can increase customer satisfaction and leave a positive reflection of your venue’s brand with the competition participants.

 

A day to the rink, arcade, or alley should be nothing but fun for the people who come through your entertainment venue’s doors. You will roll a strike with your SMS marketing strategy when you provide an easy way for customers to engage with you business both in and outside of the times they visit.

 

 

entertainment, Mobile Coupons, Mobile Marketing, Mobile Strategy, SMS Marketing, true dialog

Selling Mobile Marketing Up to Your Boss

It’s no secret that there are a TON of ways to do marketing. Even once your business selects a marketing strategy, you can still get lost in the endless options of what to do in that particular strategy. However, you are already wise to the amazing benefits of SMS and Mobile marketing. You know that your company can implement a highly effective mobile marketing strategy that can meet your marketing goals. The only thing left to do is sell your wonderful idea to your boss but, how do you go about it?

mobile marketing, SMS business, mobile business, sms marketing

1. Emphasize How Relevant Mobile Marketing Is

Mobile marketing topped not one but two separate marketing trends to watch for 2015 on Forbes, and it makes sense. The number one object we interact with on a daily basis is our mobile devices. Since people are already looking at their phones, they aren’t really paying as much attention to other forms of advertising. Companies are simply missing out by not having an excellent mobile marketing strategy.

2. Assure that Mobile Marketing is Simple to Implement

A big concern when developing a mobile marketing strategy is the how to get started. Mobile marketing comes with federal regulations and building a mobile list can be daunting. However, tell your boss to rest assured, your amazing mobile marketing can still march on strong. The rules aren’t too tough to follow and building a list can be as easy as a text-to-earn promotion. If your boss is still hesitant about going at it alone,  there are many mobile marketing companies (like yours truly) that can ease the transition into an mobile marketing campaign.

3. Social Media Only Goes So Far

Social media is like the Marsha of the the marketing Brady Bunch. It is the golden child that everyone wants to talk about. While social media can be a great tool for marketing, it has its limits. For one, it is hard to find the right  platform or platforms for your business. You can tweet to your hearts content but, if your demographic doesn’t have a strong Twitter presence, you’re not being the most effective. The best way to think about it is this: Everyone uses their cell phones to text but, not everyone uses their phones to tweet/snap/insta/post to Facebook.

mobile marketing, SMS business, mobile business, sms marketing, sms gateway

In short? Mobile and SMS marketing could be your bosses new best friend. It has high appeal to customers and a splendid ROI. A simple, well developed mobile marketing strategy could be just the fresh idea your boss never knew they wanted which elevates both you and your company.

 

 

 

Mobile Marketing, Mobile Solutions, Mobile Strategy, SMS Marketing

Why Use Mobile Marketing for Real Estate

Client Communications Have Changed

How has communication with your clients and prospects changed over the past few years?  You may have noticed that your clients carry a mobile phone with them 24/7.  Most people (you know who you are) even sleep next to their phone!  Over 50% of web searches now happen on a mobile phone, and that number continues to grow month after month.  From the Boomers to Millennials, today’s communication channel of choice is the mobile phone.

Mobile Marketing for Real Estate

So how can you, as a real estate professional, maximize your clients’ time while continuing to provide them with great value for the service you provide them?  Mobile marketing has quickly become a regular practice for agents and brokers, but not everyone in the industry has jumped in yet. Text messaging and mobile websites help you generate leads, save time & money, and win new listings.

 

Refilling flyer boxes is tedious and often money spent with little or no ROI. Trying to chase down your prospects from missed calls is a poor use of your time too. Replacing the sign out front with one that reads “Text In” will make a world of difference. You can qualify prospects, reduce the wasted cost of flyers, build a database, and deliver real-time information to those truly interested in the property. In the long-run, mobile marketing is more cost effective and easy to maintain. You will see more people texting-in than calling some 800 number, and you will have more time for selling homes.

 

An effective mobile website must include:

  • Detailed property information organized into menus
  • Photos of properties & links to YouTube videos (if you have videos)
  • List upcoming open house events
  • Click-to-call feature
  • GPS turn-by-turn directions

 

A text marketing program empowers you to:

  • Deliver details about each property when someone texts in
  • Survey prospects to help them find the best home
  • Build a texting database for future messages
  • Send reminder texts about appointments

Mobile marketing for real estate agents and brokers is highly effective. We have a webinar today about the real estate industry. Watch it Now

Mobile Marketing, Mobile Video, real estate, SMS Marketing, Webinar

SXSW 2013: Mobile Marketing is Getting Personalized & Localized

SXSW, mobile marketing, mobile marketing is getting personalized

Is Mobile Marketing Still Viable? YES!

While mobile technology launches were not center stage during this year’s South By South West Interactive Conference, it certainly did not go away. Some people claim that we have app fatigue or that mobile marketing is not as sexy as it once was. However, the conversations during a few panels and on the trade show floor would say otherwise. This will be the year when brands learn to personalize and customize the messages they send to consumers using mobile marketing.

Mobile Marketing is Getting Personalized

As with other channels, mobile marketing is getting personalized . This shift in messaging is particularly important for small businesses. The most active smartphones users today are very different from years past. Something has returned to these consumers – trust. To build trust between a customer and a local business is vital for the growth and sustainability of that business. Consumers are back to trusting locally and they feel good about being known by their first name.

I have seen this personalized messaging done best with text marketing, but also with mobile websites and mobile apps. Text marketing makes it easy, because on some platforms you can create text surveys for your customers and segment your future messages based upon their responses. This creates a type of preferences setup for discount offers and announcements. Ask your customers about their visits to your store:

  • How often do they visit
  • What is the most common item or service they purchase
  • Are they satisfied with customer service
  • Would they recommend you to friends
  • How is the quality of your product or service

For the people who are very satisfied or who visit you frequently, consider developing a mobile loyalty program to show your appreciation. The people who are less satisfied or who are casual customers need more of a push, so offering a large discount or free item may help to grow them into a more loyal customer. Mobile coupons have 10 times the redemption rate of printed coupons, and mobile loyalty programs are used much more frequently than those plastic cards.

South By South West has come full circle in the type of attendees – from small start-ups to huge brands, and now back to the small businesses again. Local businesses are very savvy and flexible with their marketing efforts, which is why they see the importance of mobile marketing and how they can utilize it to grow their businesses.

Austin tech scene, conference, Mobile Coupons, Mobile personalization, Small Business, SXSW

Why Local Restaurants Should Use Text Marketing vs Email Marketing

The Truth About Email Marketing

I cleaned out my email inbox this past weekend. Three hours and two coffees later, I had diminished my inbox to one page. Among the discarded emails were a slew of online promotions and coupons, mostly unopened. Many of them were great deals, but I didn’t take the time to read them, so now they sit at the bottom of a cyber trashcan in an obscure corner of the Internet, never to be seen or redeemed.

Text Marketing vs Email Marketing

Email deals and coupons are a good thought, but it is important to note new statistics when planning your promotions strategy. The average open rate for email is 12%, while the open rate for text messages is 97% (CTIA Wireless Association). Why are more people opening text messages than emails? People carry their phones with them everywhere they go, both sending texts and checking email. However, it’s hard to stand out in the clutter of your customer’s email inbox. Streamline your message usiText Marketing vs Email Marketing, text message marketing, restaurantsng a more effective medium with text marketing. You will increase the possibility of coupons being redeemed by offering mobile coupons. Now, more than ever before, restaurants are taking advantage of the great potential of text marketing. It is affordable, fast, effective, and trackable.

A text marketing campaign is also mutually beneficial to a restaurant and its patrons: the business gains additional revenue and recognition, while customers get coupons or other helpful notifications such as event invitations. This relationship builds a positive brand image and, subsequently, customer loyalty for your restaurant.

Are you thinking about ways to improve promotions for your restaurant? Don’t miss out on an opportunity to drive new customers through your doors and expand your brand loyalty. Add text marketing to your current marketing channels to increase coupon redemption rates and restaurant traffic. Be smart about what channels you use to send out marketing messages. If you’re customers have email habits like mine, then they might not be reading yours.

Restaurant Industry, Small Business

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