Transactional texts containing PIN codes, appointment and payment reminders, and delivery updates can be easily automated, saving time for your customer service agents and allowing them to focus on more complex tasks. Integrate your CRM with text messaging capability todayĬonnecting your CRM with a text messaging tool boosts productivity and can indirectly increase revenue. Whenever a new customer record is added to Salesforce (the trigger), you could send a text message (the action). Then you can select triggers and actions to enable you to send texts.įor argument’s sake, imagine you use Salesforce. It’s simply a matter of signing up to Zapier and Messente and connecting the two, which you’ll do in your Zapier account. With Zapier, no coding experience is needed. This is marketing automation tool that connects your apps and helps you create automated workflows to boost productivity and leverage new communication channels in your sales process. The easiest way to integrate your CRM with text messaging capabilities from Messente is via Zapier. We provide detailed technical documentation and a Quickstart guide to make the process simple.įurther reading: learn how to integrate an SMS API via PHP. Our API supports various coding libraries like PHP, Python, Node, and Java. This requires a little technical know-how, but it’s something that a junior developer can do in a day. One way to integrate is via our SMS API for transactional and marketing texts. Examples are Salesforce, Magento, Shopify, WooCommerce, and Pipedrive. Messente can be integrated with a whole host of CRM tools and other applications. Once you’ve identified these people, you can segment them and send a marketing text blast to them all simultaneously - from within your CRM system. You may decide to run a special offer in this category that you know will appeal to these customers who are likely to need (at some point) more ink for their printer. You know from your CRM reports that you have over 150 customers who regularly buy printer cartridges. So, for instance, let’s say you run an office supplies business. If you have access to detailed customer insights through your CRM, you can identify and group specific customers so they can receive marketing messages tailored to their interests. Integrating your CRM with text messaging means you can easily send targeted, personalised campaigns promoting your products or services. You could also use SMS to notify individual customers about in-store collections like Boots (a British pharmacy chain) does. The first text should be the order confirmation, followed by a shipping notification and then a delivery confirmation. If your business involves selling and despatching products, you can set up a series of SMS campaigns to be delivered to customers in stages after they’ve placed an order. There are plenty of other uses too, as follows:ġ. We’ve covered one example of how you can use text messaging software once it’s linked up to your CRM tool - product review requests. What you can achieve by integrating CRM with text messaging Having accurate records is crucial, especially if you regularly run customer reports from your CRM. So if you change someone’s contact details in your texting tool, the new information will also transfer across to your CRM. Your CRM will sync with your text messaging platform and vice versa. By integrating your CRM with text messaging, you can add SMS to your workflows. For example, you might want to automatically send out a product review request one week after the customer makes their purchase. Many CRM systems support workflows, where you can send out automatic communications that are triggered upon a customer taking a specific action. With the ability to send text messages from inside your CRM, you can begin to centralize your communication channels to nurture relationships. If you're looking to enhance your marketing efforts, an SMS integration will enable you to communicate with customers directly from your CRM. Once an SMS CRM system is integrated, you can send SMS messages as part of your sales process in just a few clicks. When it comes to customer relationship management, an SMS CRM integration enabling you to send individual text messages and bulk messages can offer many benefits. Connecting your CRM with a text messaging tool allows both applications to ‘speak’ to each other and share and sync data seamlessly.
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