HubSpot Texting Buyer’s Guide Webinar: 5 Critical Evaluation Points

Good afternoon, everyone. My name is Cory Fine and thank you for joining our HubSpot texting buyer’s guide webinar. For the next half hour, we will share tips and tricks and five critical evaluation points to cut costs when it comes to your SMS strategies. And after today’s webinar, if you do have any questions, my contact information will be presented. Please feel free to reach out. And we will give you a sneak peek into our native HubSpot integration. So if you stick around until the end, we will dive through the true dialogue integration. And with that, let’s get started. Once again, our, our three takeaways today is we hope that you could learn five critical evaluation points to cut costs when it comes to SMS, more specifically SMS communication built into. HubSpot. And before we dive in, a little bit about TrueDialogue. So you know your hosts, we revamped TrueDialogue in 2021. And with that, we’ve driven over 300 organizations leveraging TrueDialogue to get the most out of their SMS communication. We are headquartered in Austin, Texas with offices in New York City, which is where I’m coming to you live from today and Detroit, Michigan. So we are a hundred percent United States based organizations typically find when they engage with true dialogue that they could save up to 50 % on their SMS spend compared to competition. We provide a white glove concierge support model and customer support model. that once again is a hundred percent United States based while also offering native integrations, a full set of API documentation and our own homegrown user interface that could also be used for messaging. We’re trusted by some of the most recognizable brands and organizations out there from professional sports franchises to higher education and colleges to some of your household names. and organizations as well. And we’re excited to share more about how we can impact your growth and your organization. TrueDialog goes to market in a couple of different viewpoints. First, our own native user interface. We’ve built our own UI that could be used to manage all of your messaging. We provide native CRM integrations into HubSpot, Salesforce, and Microsoft Dynamics. We provide marketing integrations into Marketo, Eloqua and HubSpot. We also provide a full set of APIs that you could leverage to use and integrate TrueDialog into any other third party you wish. Organizations find that our user management and activity allows them to get more out of their SMS because they could create sub accounts, manage users, manage message logs, all while living. where their organization needs their data to be stored. Typically in a CRM like HubSpot or Salesforce or in a marketing automation system like a HubSpot or an Eloqua. We’re able to provide our customers more access to message mediums through both long codes and short codes. We’ll spend some time talking about the differences today. And we allow you to optimize campaigns through the use of keywords, scheduling functionalities, single use sign-on or single use campaigns and different surveys that you could leverage through SMS. Now, why are we better? Really? There’s four reasons why organizations choose to partner with TrueDialogue. First and foremost, we’ve built award-winning 100 % native integrations. Like today, what we’ll touch on is our HubSpot integration. This allows for both bulk, meaning one too many, And two way SMS to live in the system of your choice, completely natively in HubSpot. When it comes to bulk messaging, our integration works with workflows. So you’re able to leverage all the great features and functionality that HubSpot has out of the box and send text messages with that natively inside of HubSpot. And then finally, our 100 % United States based customer support allows you to get the most out of your spend. understand what works well for other similar organizations to make sure you’re getting the most value out of your SMS campaigns while being able to get someone on the phone to provide assistance. So when it comes to an SMS provider, what are five key considerations to look at to cut costs? First, how many options or features do you have to reach your customers? We’ll spend some time talking about the different options you have there. How long does it take for me to be able to access the platform? From the time I say go to the time I could start sending messages, what is that length and what should I be prepared for from an implementation standpoint? How quickly can your team access and use texting? How much will it cost? What is the per message cost to send the text? And if I have an issue, how is it handled? How can you solve my challenges and help me get more creative with SMS? We’ll spend some time talking about these five different options. And then afterwards we’ll take some questions and then we’ll also dive through our native integration into HubSpot. So first and foremost, how many options or features do you have to reach customers? when it comes to messaging inside of HubSpot, we look at it as marketing related and sales related. You need to be able to give each different department, each different user base, the ability to get the most value out of their messaging. And those options come down to long codes or traditional 10 digit phone numbers and short codes or five or six digit numbers. Short codes are meant for brand recognition. They’re meant for our marketing departments to send high throughput, high volume messaging, get people to also engage with our brands, all while being able to deliver timely messaging completely natively out of HubSpot. A lot of us are familiar with short codes when we might maybe get a password reset from Facebook or our bank, or maybe you get a reservation reminder from a restaurant reservation you have, or you get a flight reminder from an airline. Typically those come off of a short code and they’re geared towards high volume, high throughput messaging. Our marketing departments that need to have brand recognition and need to make sure that their messages get delivered to the consumer. all while avoiding carrier filters and the filtration process. This is where long codes come into play. Long codes are geared for our sales teams. They’re geared for peer to peer, one to one messaging. I want to communicate with a customer or a prospect. If they have a question or a concern, maybe they have a shipment delivery out and they need a customer support representative. And instead of making a phone call, they want to communicate via SMS. Both of these in tandem create the best use case for SMS because we could have our marketing brand recognition off of a short code while giving our sales and service teams everything they need to communicate with our customers through long codes. And it’s really important that your provider offers both. That way you know what medium is best used based on the message I need to deliver. How could I avoid the carrier filtration systems and processes? And how do they interact with my marketing automation system or HubSpot from there, when it comes to reaching customers, how easy is it to build campaigns? What we’ve constantly heard from the market. And one of the reasons why we’re so excited about TrueDialog’s HubSpot integration is we want to leverage all the great things HubSpot already built. All the great things marketers love about HubSpot. Make it then really easy and simple for my team to see text message. and add that into a workflow. Build a campaign through the existing infrastructure and tools that HubSpot has available so marketing can send their messaging and sales could send two-way messaging as well. All of this in tandem allows for one provider to handle all communication and give you the most reach possible when it comes to your SMS communication. So with that in mind, how long should it take to access the platform? Couple of questions we typically hear are, a developer need to be involved? Do I have to get my IT resources and allocate time to a sprint? Is this native or do I live in an external system that logs information back into HubSpot? If it is native, is it truly lights on? I say, I want to get going. We spend some time implementing and I’m ready to send messages. And then how easy is it to customize features through an API? And do I actually need to do API work? Because again, that takes up developer time. Well, the beauty of these questions help us understand that the market is traditionally trained to build their own integrations. And true dialogue takes a different viewpoint of that. We want to decrease the time and reliance on IT, decrease the time and reliance on your developers, make it a lights on integration, 100 % native. out of the box SMS communication into HubSpot. This allows for the ability to marketing teams to control their messaging, control how they communicate with customers and not have to rely and take up valuable IT and development resources to get your integration available. And because of this, it’s all accessed natively in HubSpot. It allows for more enhanced reporting and more enhanced understanding of how your consumers are interacting with you. on a day-to-day basis once you unlock SMS, which is the highest value point of getting the most communication and the easiest communication out of your customers. So if it’s completely native, what does onboarding look like? How easy is it for my team to get set up? So if we’re already familiar with HubSpot and it’s both our marketing automation system and our CRM, that means my team lives and breathes in HubSpot every day. That means they’re already familiar with the features and functionality. So if we’re using that system and we unlock SMS, is it as simple as logging a call or sending an email? Well, with a completely native integration, is. Our integration allows you, and we’ll dive through this in a bit, to, on the contact record, through a workflow, trigger a text, and your team doesn’t need to be trained on a new third-party system. For operations teams out there, this adds a lot of value because It decreases the time it takes for you to learn and train your internal users to leverage SMS in the most efficient way. And when you could turn it on natively through another system, you decrease the time it takes and you increase adoption of your users to getting the most value out of your new part. How much will you tax and how often, right? So when it comes to SMS partners, there’s new rules and regulations out there that have changed the market in the last 90, 120 days. And organizations who have built direct carrier relationships, which means they don’t rely on any third party system to tap into the carrier network, carrier network being Verizon, T-Mobile, US Cellular. allow you to get the most inclusive costs and decrease your variable spend. These organizations tap directly into the campaign registry as well, and they allow you to have the most visibility into your 10 DLC campaigns and registration, allowing you to stay compliant, allow you to have the highest delivery rates and get the most insights into your messaging campaigns when it comes to delivered notifications, undelivered notifications, So it’s really critical to help you decrease your costs, to look for a provider that has direct carrier connections and doesn’t rely on any third party to deliver or maintain your messaging campaigns. If you have an issue, how is it handled? You know, this question comes up all the time. It’s really easy to discuss customer support. It’s another thing to deliver on customer support. And here in TrueDialogue, we firmly believe that as an organization, support needs to be a core pillar of what we do. And we provide a hundred percent United States based customer support that organizations are actually able to pick up the phone and call. What this allows you to do is understand when new rules and regulations are passed, like 10 DLC, how do you be most prepared for that? How do you prevent downtime? When it comes to messaging volumes and messaging campaigns, What is the best medium I should be sending my campaigns off of? Again, long codes or short codes. When it comes to troubleshooting challenges or issues or training new users, do you have a partner when it comes to your SMS strategies that you could rely on to do some of the heavy lifting for you? And once again, with all these five things in tandem, when it comes to your SMS campaigns, this will allow you to save the most money and get the most value out of your strategy. So let’s quickly just recap. the five key value drivers to cost cutting when it comes to SMS strategies. How many options or features do you have to reach your customers? How long before the platform can be accessed? How quickly can your team start texting? How much will you text and what will be the cost per message? And if you have an issue, how is it handled? How is the support model? So to give you a quick idea, of some ways that marketers are leveraging and interacting with TrueDialogue and our HubSpot integration. Feel free to text the word C demo. Once again, that’s C demo to the phone number 70626 or feel free to contact me. My email is corey at truedialogue.com. You can interact and schedule a demo through texting in a keyword to the short code, give you an idea of some different ways to drive leads into the door. or feel free to email me, corey at truedialogue.com. I’d be more than happy to answer any additional questions. And then with that, we’d love to spend the next five or 10 minutes actually diving through our live native HubSpot integration. So when it comes to HubSpot integration, SMS lives in a couple of different places. First and foremost, it lives right on the contact record. So here I am on my contact record in HubSpot. I could see an individual’s phone number, their mobile number, and we also house opt-in status for you. This is really critical to making sure that you’re getting the most value out of your messaging. The reason why is when someone’s opted out, no other messages should be delivered. So with our integration, if someone replies stop or help to any message, this would automatically be triggered to yes, they’d be opted out. No further messages could hit the handset. When it comes time to sending a one-to-one message, right here on the contact record, I have a true dialogue card and I could say, what a wonderful webinar and deliver that message. I also have a chain of all communication that has happened with the customer and that message would get delivered directly to that representative’s handset. When they reply to the message, all replies will live natively, both outbound and inbound messages on the activity timeline as a note. So for tracking purposes, recording purposes, everything is stored right here. When it comes to phone numbers that you’re sending messages off of, TrueDialog has a really unique way of providing phone numbers to our customers. And we’d love to share more with you about how we could do that. Typically, bulk messages will come off of long codes, or sorry, one-to-one messages will come off of long codes and give you the ability for two-way communication. The second way marketers are interacting with TrueDialog natively through HubSpot is through the use of workflows. We are all familiar with with workflows in HubSpot and how it allows us to have more automation, better processes to communicating with customers and prospects. Well, now with TrueDialog built into any workflow, you have the ability to send text messages. And when sending text messages, you also have the ability to decide if you want them to come off of short codes or long codes and also add different contact tokens to optimize your messaging, make messaging more personal and Make sure that your customer or prospect understands that you know who they are. Contact tokens are a great way to once again, personalize your messages and make sure your consumer believes that this is you actually delivering the message and it’s not a potential fraudulent text message. So when you integrate, unlock true dialogue and workflow, you get to leverage all the different tools, features and functionality that HubSpot’s already built. And then simply just add true dialogue, send mass SMS into any workflow and your text will go out automatically. So once again, all one-to-one messaging will happen right here on a contact record and timeline. And then all of your bulk messaging will happen through the use of workflows to trigger and automate your messages. Once again, my name is Corey Fine, Vice President of Sales here at TrueDialogue. If you have any further questions about anything we discussed today, please feel free to text in the word C demo to the phone number 70626. And personally, I’ll be back in touch with you. Or you can reach me via email by sending an email to corey at truedialogue.com.