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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.

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