salesforce sms integration

Being able to close deals faster, deliver exceptional customer service, and enhance customer satisfaction is every business’ dream. As a Salesforce user, you definitely would be managing leads and customer data effectively and closing deals efficiently with this CRM tool. 

What if we told you that you could boost your customer engagement rates and build stronger, more personalized relationships with your customers just by adding texting to your workflows? 

That’s right, you can integrate a business texting software like Emitrr with Salesforce to close deals faster, improve customer satisfaction, boost response times, and build a strong network.  

In this article, we’ll answer all your questions related to the Salesforce SMS Integration with Emitrr. We’ll show what all you can achieve with this Salesforce SMS Integration, how to set it up, and the best practices to follow. Let’s get started! 

SMS is the way forward if you want to improve relationships with your clients, communicate easily, ensure compliance, and achieve better response rates without burning a hole in your pocket. 

From managing opt-ins and opt-outs to tracking results, from managing access controls to text-enabling landlines, from sending and receiving texts throughout the customer lifecycle; there are a plethora of applications of Salesforce SMS integration that you can utilize to ensure continuous growth of your business. 

To be able to integrate Salesforce SMS, there are two routes that you can take: 

You can go about the integration through a developer platform that allows you to integrate SMS into your current system. An example of a developer platform or a cPaaS platform is Twilio. 

The catch with developer platforms is that they are built essentially for engineers and don’t really provide interactive features that can help you scale. For instance, you cannot schedule a text message or set auto-replies without writing codes. So in order to use the features of developer platforms, you need to write codes. 

The question that you need to ask yourself is: Do I have developer bandwidth? 

If you don’t, then we bet that you’ll outgrow it and will be desperately looking for an easier alternative.  

If the first route isn’t feasible for you, you can pick a SaaS platform like Emitrr. With Emitrr, you can assign conversations to team members, schedule text messages, and even send auto replies. Right from communication to team collaboration, from SMS marketing to reporting, from admin and security to enhancing productivity; you can do it all. 

The best part here is that you don’t need to write even a single line of code! You can send text messages and utilize all the available features with just a few clicks, as everything has been pre-built for you. 

With a Salesforce SMS Integration, you can improve customer acquisition and satisfaction, boost response times, and even improve internal workflows. Let’s dive deep into exactly how you can achieve these goals: 

Connect with your customers at every stage of the customer journey and integrate Salesforce SMS with Emitrr to create personalized, lasting relationships. Here’s how:

  • Engage in two-way communication and offer round-the-clock support 
  • Pull in all customer data into Emitrr with just a click, sync all contacts 
  • Send personalized group texts and mass texts with just a few clicks 
  • Immediately converse with customers who visit your website, with Webchat To Text 
  • Set up auto-response text messages for OOO hours  
  • Schedule messages to be sent out at later dates 
  • Text enable your landline and stay connected with your customers 

Save hours worth of time and effort by automating your workflows and improving your response rates. Here’s how: 

  • Log all your texting threads in Salesforce and ensure seamless lead nurturing 
  • Create lists to segment your audience and set up multi-touch text messaging campaigns
  • Launch automated text campaigns and personalize messages by merging Salesforce fields 
  • Use pre-existing templates to create and send marketing messages to thousands of contacts at once  
  • Automate your messages as per triggers based on keywords, timings, and user behavior 
  • Ensure easy access to all critical information on one single dashboard 
  • Allow customers to respond to your marketing texts which go right into your inbox
  • Send Automated review requests via text and manage all reviews from one single dashboard 

Manage internal communication seamlessly with Salesforce SMS integration. Here’s how you can do it: 

  • Choose who can access your inboxes and customize the team’s permissions 
  • Assign conversations to team members and add notes for them 
  • Schedule messages to be sent out later, thereby boosting response times and cutting down on manual messaging 
  • Track various metrics such as delivery rate, failed messages, and response rates 

In addition to the aforementioned goals, there are many other features of Emitrr+Salesforce integration that you can make use of, depending on your use case: 

  • Respond to messages from various platforms such as Facebook Messenger, Google My Business, and SMS; all on one platform
  • Set up call forwarding to any phone number
  • Use saved SMS templates for responding to FAQs and share attachments for references
  • Text-enable your landline for sending and receiving text messages from your current business number
  • Connect with your customers at any point from a single platform for uninterrupted and simple messaging
  • Automatically send a two-way text message to the number you miss a call from
  • Stay connected with your customers through a cloud phone that offers 99.99% uptime and 24/7 support. Connect your phone with your business apps
  • Add new numbers, teams, or locations in no time
  • Reach your customers on the most preferred communication channel through text messaging and get faster responses
How do I set up the Salesforce SMS integration?

The support team of Emitrr will shoulder the entire responsibility of setting up the Salesforce SMS integration. All you need to do is provide your Salesforce username and password, and the support team will take it from there. 

Is Emitrr+Salesforce integration aligned with compliance standards? 

Emitrr is a software that is SOC2, TCPA, and HIPAA compliant. You won’t face any compliance issues with this integration. 

What are some things you need to keep in mind while using SMS? 

Here are two things that you need to be careful about while implementing SMS: 
10DLC: 10DLC is a 10-digit phone number that allows both promotional and transactional messaging to businesses. It is only available in the United States, and the mass text messages that go to customers will be sent from a 10-digit phone number as the sender. Such long code numbers allow for A2P messaging.
Brand Vetting: This process ensures that the business isn’t planning on sending spam or unwanted messages to its customers. Once the mobile carriers clear the brand for message delivery, none of the messages sent by the business would be blocked or filtered.

How does texting work in a SaaS platform? 

Let’s understand how texting works in the case of a SaaS platform like Emitrr: 
When you send a message from the Emitrr dashboard, the message gets converted into API and is sent to Twilio. Twilio then converts the message into API and then sends it to the dedicated mobile network like T-Mobile or AT&T. The message then reaches the patient. 
When the patient responds, the reverse happens. The message gets converted into API and reaches the carrier, which then sends it to Twilio through API, and then the message reaches the Emitrr dashboard. 

As a Salesforce user, you need to make constant improvements in your systems and processes to ensure great service and top-notch customer satisfaction. For the same, you need to have powerful integrations with your Salesforce. Amalgamating Emitrr and Salesforce can help you manage your customer relationships with utmost ease. Make the most of this integration and watch your engagement and satisfaction rates escalate like never before!

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