Native SMS Integration for Microsoft Dynamics: How It Works and Why It’s So Valuable

good afternoon everyone thank you so
much for joining
we will get started momentarily looking
forward to sharing more
with everyone today about our microsoft
dynamics integration
and why it’s so important
good afternoon everyone thank you so
much for joining today
we will get started momentarily
looking forward to sharing more
with you about true dialogue and our
microsoft dynamics integration
thank you everyone who’s joined
uh
looking forward to sharing more with
everyone see a couple more folks
continue to roll in
i hope everyone’s having a great day and
looking forward to sharing more with
everyone
about true dialogue and our microsoft
dynamics integration
some quick housekeeping rules for
everyone joining
uh if you have any questions feel free
to put
questions in the chat
uh you could expect our our webinar here
today to last about 30 minutes
and we’re excited to share more
with you about
our microsoft dynamics integration
we will give it another minute or two a
couple more folks
are joining here and and we’re excited
to share more with you
good afternoon everybody my name is
corey fine
i am our vp of sales here at true
dialogue
and i’m excited to share with you
more about our microsoft dynamics
integration and the importance of
integrating your sms tool
into an existing crm
our call today will last just about a
half an hour
and on our call we’re going to cover
a couple different topics first and
foremost
we will discuss
the importance of
uh what you should be looking for
in an sms partner
help you understand why integrations
with your sms partner
are important and how they can add value
to your sms
and text message messaging strategies
we will then go over
our microsoft dynamics integration quick
overview and share a demo with everyone
on the call
today so
why is
sms important
97
of all text messages
are read within three minutes
the average individual
looks at their cell phone
160 times a day
if these two numbers don’t strike you
as astounding and don’t surprise you
that’s because sms impacts your everyday
life as well
just like it impacts our customers
our consumers
and the folks you want to reach out to
text messaging is the most effective way
to communicate today
and to get answers in real time
so what should you be looking for
in a partner
as you look to optimize
or you look to
implement
a text messaging communication cloud
communication strategy
first and foremost
can i send messages via a long code what
is a long code
a long code is a traditional 10 digit
phone number
everyone has one
they’re easy to acquire
recently the carriers have rolled out
what’s called 10 dlc
which is the ability to send
volume or high throughput over a
traditional 10 digit phone number
which
in our everyday lives is used for
one-to-one messaging which is a great
use case
local area code phone numbers are
available you have the ability to text
enable existing landlines that you might
have
as well within the office or for
representatives sales reps customer
service reps
and now with the introduction of 10dlc
you could do bulk messaging at scale as
well over a long code long codes are not
going away
just like short codes are not going away
short codes are five or six digit phone
numbers
they’re more professional
a great use case for them is high
throughput marketing related messaging
if you’ve ever reset your password to
chase bank or facebook
you’ve tried to uh you’ve gotten an a a
reservation reminder from opentable
all of those notifications come off of a
short code they’re recognizable by
consumers
as being
a higher validity with their messaging
because as a as an organization
if you want a short code there is about
a six to eight week lead time to
provision these short codes with the
carriers
which true dialogue can help you
accomplish and and
direct you in that process
they’re also used for high throughput
high volume messaging great for
marketing related messages
and then what integrations are offered
how can i leverage an sms tool in
existing infrastructure whether that’s a
crm which we’ll talk about
in more depth today or a marketing
automation tool
how can i leverage one-to-one messaging
so that’s one rep to a consumer uh maybe
we have a customer service line that we
text enable a line
and allow folks to send questions in
that could be answered by our customer
success team
or give our sales associates the ability
to communicate with their customers and
prospects via sms one-to-one messaging
bulk messaging i want to send one
message to two three four thousand
people at a time
how can i accomplish that
can i do bulk messaging through my
provider one to many
ease of integration
how long does it take for an integration
to get spun up
what happens for updates and
optimization of the integration who
manages that that’s what you should be
looking for and again most importantly
customer service
how does my partner
provide insights data and analytics on
my sms
capabilities
to help me get better help my
organization understand the impact
of sms as it relates to marketing or
sales efforts
why are integration so important first
and foremost it helps you leverage tools
as a single pane of glass
too often today there’s technologies out
there that we could add to our tech
stack as an organization
however if they live outside of each
other they don’t communicate with each
other we often find we have to duplicate
tasks if we can provide tools as a
single pane of glass
my team my employees have to log into
one system and can accomplish all their
day-to-day duties
adoption increases
ease of use
uh
it gets optimized and most importantly
we could find more value as an
organization through reporting analytics
and usage on the back end
you could increase communication across
internal teams
if sales reps customer service reps
marketing is all communicating through
the same tool
all leveraging the same sms tool
natively built into other systems
reporting tracking the flow of
communication becomes that much more
seamless
one team could pick up where the other
individual left off and from the
customer’s perspective they don’t know
any difference they don’t have to repeat
themselves and communication gets
streamlined internally
we reduce human error
you know we have a saying here true
dialogue if the event doesn’t live in
crm it didn’t happen
well if if activities are done outside
of crm a human needs to then go in and
log that event within the crm
if we’re completely native and we’re
integrated into
our existing tools we don’t have to
worry about that human
aspect or element to get the work
integrated or logged in other systems
this should happen automatically
and optimize our usage of tools and
reduce that human error
build versus buy right cost of ownership
who’s doing the work
who’s building the integration who’s
managing the integration what servers
where’s this information living
great great to think about internally as
you look to bring on or optimize
existing tools and integrations
allows us to save time
increase efficiencies
again folks don’t have to live
in other systems everything could live
natively in one tool
it’s that single pane of glass
and then reduce turnover communication
challenges
all of us do a lot of work to get
consumers in the door get folks
interested in doing business with us
if
communication via sms happens on
personal devices and we do have turnover
in today’s ever-changing landscape we
understand the challenges of hiring and
recruiting
we don’t have to worry about those leads
those contacts leaving with an
individual
everything lives in crm
everything gets housed in crm
and it’s stored
for the next individual to take over if
someone were to leave
so what does true dialogues microsoft
dynamics integration
offer
at a 30 000 foot overview
the ability to send one-to-one messages
so i could communicate in a one-to-one
fashion with customers with prospects
completely natively within microsoft
dynamics
i could send bulk messages within
microsoft dynamics we’ll touch on this
through the use of marketing lists
you have the ability to send one-to-many
messages
within microsoft dynamics
everything is tracked natively
on contact timelines
so for reporting tracking purposes
everything is stored and logged within
crm
and that reporting and analytics happens
natively within crm as well
i am going to
stop my screen share here for a moment
and check the chat
if anyone has any questions please feel
free
to put them in the chat
i’m looking forward to continuing the
conversation here today
we’re going to move forward into the
demo portion of our integration
and
what you’re looking at here
is very familiar to everyone on the
screen microsoft dynamics
true dialogue has the ability to
work and be integrated completely
natively within microsoft dynamics
all work would happen with contacts and
leads
right on the contact timeline so i have
a couple of leads in here
i have the ability to see
mobile number
and send text messages directly to my
contacts
right on the contact timeline
once you install the integration the
integration process
takes a couple hours to install it’s
really a two-click process
that work is done seamlessly on the back
end with a customer support
representative
you’d have a new text message field
right on your text message window
you have the ability to
send a message
directly to your contact you also have
the ability
to
see a history of communication what was
sent and received
when that message is sent
it will log back
on the contact timeline
and tag as an outgoing message
all incoming messages will also be
tagged right on the contact timeline as
well
when sending a text message
you have a couple of different options
you have the ability to choose from a
template
and select from a template you could
leverage flows for automation to trigger
text messages
and you also have the ability to
leverage mms or picture messages
right within microsoft dynamics
so all one-to-one messaging
happens right on the contact timeline
is all integrated and completely native
to microsoft
dynamics on the contact ema details
opt-in opt-out is also tracked for you
completely natively in microsoft
dynamics so if someone were to opt out
of sms you wouldn’t have the ability to
send them a message
you also have the ability to send bulk
messages
right within the portal
that would happen under bulk text
messages
you would create a new bulk send
title what you want your message to be
april 7th
webinar
decide who you’d want this to go from
which long code
or short code
so you do have the ability to send
messages off of a short code within the
portal
there’s
neither you know both options are
suitable depends upon your organization
what types of messages you’re looking to
send whether or not a short code is
right for you
you would have the ability to choose
that within the tool
type your message
save your bulk send
once you save that
you then want to add a marketing list
of contacts
add that marketing list to the bulk send
and hit send
when you do that
the bulk message would also log right on
the contact timeline for you
so
everything is tracked and reported on
right within the portal or right within
microsoft dynamics
and crm
you do have a section for
true dialogue logs
so you have the ability to see all
incoming and outgoing messages
what was sent what was the response
so tracking reporting
would happen as well natively within
microsoft dynamics
the integration itself
dialogue has the ability to provision
local area code phone numbers for each
user
while setting up call forwarding for
those numbers
we also have the ability to provision
landlines for all the users and text
enable those landlines right within
microsoft dynamics so the same number
that someone’s making phone calls off of
is the same number they’ll be sending
text messages off of
setting up the integration you’d work
with our customer success and support
team
you’d have an implementation
representative and customer support
representative
getting users set up providing training
and assistance
any updates would be sent through the
package and updated within crm as well
with that
i’d like to
allow folks the ability to submit
questions
should they have any
so um
the integration
we would provide the package for
installation
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that package for installation
there’s a couple of clicks to to
get the integration set up it’s about
two clicks
we would also issue phone numbers for
you
to for your individual users so every
user that you have could have their own
dedicated phone number for sms
and then you’ll be all set up all told
might take a week at the absolute most
we’ve gotten in integrations and folks
set up within 24 hours
so it just varies based on use case and
based on needs
so the short code process
this question about short codes the
short code process takes about six to
eight weeks
the reason for that is we have a
professional services team on our end
that would work with the carriers to
bind your short code to the carrier
network
what that allows is the carriers to
understand
organization x this is their short code
carriers gone away last june with the
use of shared short codes
and all short codes today must be
dedicated short codes
that it’s one organization to one short
code direct one-to-one relationship
our team will work with you to provision
the short code
get the shortcode approved with the
carrier network and set up for messaging
there’s some testing that would occur
the shortcode would live natively within
dynamics
and that process does take about six to
eight weeks
this question here about notifications
microsoft dynamics is rolling out a
notification center
we’ve already gone ahead and done the
work
once that notification center is ready
for deployment on microsoft’s side
you will get a notification in your
notification center
the contact owner gets a notification
and the individual and or the individual
that sent the message so if it is a bulk
message coming from marketing let’s say
um multiple people would get a
notification currently today because
that notification center uh has not been
released by dynamics
you would get an email notification
every time you have a new sms
question here about non-crm users
yes true dialogue does have a user
interface that folks could log into
so outside of outside of the crm
integration if you have users that don’t
have access to crm they could leverage
true dialogue as well and send messages
outside of crm
if an incoming message were to come in
that contact record lives in crm it
would log as well
within the portal
it’s great questions i really appreciate
them
any other questions
i’ll give it another
minute here of questions if if there are
any
uh additionally i would like to provide
everyone with my direct contact
information
so should anyone have
any direct questions that they’d like to
ask me
again my name is corey fine
um i am our vp of sales here at true
dialogue and would be happy to
communicate with anyone
after the webinar
my email is corey
truedialog.com
and my mobile number feel free to reach
out to me via text or via a phone call
is 516-996-7763
again please reach out if i could be of
assistance with anything
and or you have any other questions
regarding our integration
greatly appreciate everybody’s time
today
looking forward to furthering our
conversations here thanks for joining
our webinar series
we will be conducting more webinars over
the coming months and we look forward to
hearing from you soon have a wonderful
day
thank you everybody have a great day
you