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The Salesforce SMS integration: texting for Salesforce

 

Sales forecasting is only as good as the data that goes into it. This is especially true for customer-centric businesses, who need to understand their customers so they can offer them the most useful products and services possible. With the help of useful technology like Salesforce’s customer relationship management platform, these businesses have all the access they need to accurate data. And with tools like a Salesforce SMS integration, your capabilities will expand ever further.

Heymarket’s Salesforce SMS integration is one of the AppExchange’s most popular SMS integrations, used by customer service and sales teams across all industries to enable Salesforce SMS capabilities directly within the app. It helps team members connect with customers quickly using the most accurate data available and then report on the results.

Let’s dive into Salesforce SMS integrations—and learn how these tools can improve your CRM app ecosystem.

Heymarket’s integration with Salesforce

Heymarket’s Salesforce SMS integration empowers teams to use their most up-to-date customer data to improve customer messaging conversations. But, it does more than give Salesforce SMS capabilities. The top features of Heymarket’s Salesforce SMS integration include:

Synchronized contacts

A Salesforce SMS integration allows teams to ensure their customer contact information is accurate across the two platforms. When you add or edit customer information in Salesforce, it automatically updates in the business text messaging platform. When you add customer information to the business text messaging platform, it automatically updates in Salesforce. This synchronization is especially important because Salesforce will also automatically add a new prospect’s information when they contact you.

Automatic text uploads to Salesforce

The Salesforce SMS integration can also streamline message tracking. Your business text messaging platform can automatically log every text between team members and leads. The platform logs your messages to the correct contact, lead, account, and opportunity. This empowers your teams to track touchpoints across multiple channels, improve sales forecasting accuracy, increase visibility across the entire sales or customer service team, and stay compliant with SMS regulations.

Texting for Salesforce

As the title of this blog post implies, Salesforce SMS capabilities are a big deal. This is a critical feature of a Salesforce SMS integration. The Heymarket widget lives inside of Salesforce Lightning and empowers customer-facing teams to use texting features including a shared inbox, templates, and campaigns from right within Salesforce. Your team can even text from Salesforce Cases in Service Cloud. Salesforce also ties the entire text conversation to the customer case, so you can get a big-picture view of customer interactions.

With texting for Salesforce, team members won’t become distracted when flipping from their CRM to their business text messaging platform. They’ll be able to quickly send their message right when they’re thinking about it.

Salesforce mass texting

The SMS CRM integration makes it easy to follow up with contacts using Salesforce mass texting. Team members simply use List Views to create or select a list, choose a template from within Salesforce, and click send. As the business text messaging platform processes each text, it will automatically insert Salesforce fields into each message. Using this Salesforce bulk SMS capability empowers your teams to send a large number of personalized messages quickly.

SMS drip campaigns

SMS drip campaigns are messages that are scheduled to be sent on a schedule you define. These are great tools for following up with customers on a regular basis. For example, marketing teams can use SMS drip campaigns to send content regularly, while sales teams can use them to send customized sales follow-ups. Customer service agents can use them to send case follow-ups and surveys. When you enable Salesforce bulk SMS capabilities with an SMS integration, teams can create campaigns from within the platform using all of the customer data stored in your CRM. This makes it easier to keep customer context in mind while deciding how to format and tailor your campaigns.

To use SMS drip campaigns, simply add set up Heymarket texting with Salesforce Flows. Then, you can add text messages to your flows in the same way you would send an email.

Getting the most out of your app ecosystem

Heymarket doesn’t just enable Salesforce SMS capabilities with its SMS integration. It offers all kinds of SMS integrations across various platforms.

But the Salesforce SMS integration is key to getting the most out of your app ecosystem. With accurate, up-to-date customer information in your business text messaging app, your other integrations will thrive. Your teams will be able to:

  • Share accurate data across platforms
  • Save time usually spent checking and updating contact information across platforms
  • Streamline workflows between key apps

A Salesforce SMS integration doesn’t just improve the relationship between two apps; it improves your entire app ecosystem, allowing you to provide your customers with a tailored, sleek experience.