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Our simple to use Salesforce SMS app makes it quick and easy for you to send messages from Salesforce in 5 easy steps as you can see in the following video.
Let's look at these 5 steps in more detail to show you how you can start sending text messages quickly and easily, using our out of the box component. We will also see some example ideas of how you can incorporate SMS into you existing sales, marketing, feedback, and other custom processes in Salesforce.
You've spoken to one of our friendly team and they've sent you the required installation information. The first step is then installing this app into your Salesforce production org using the link provided.
Installing the application will allow you to get access to all the app's features and functionality. You can also install into a sandbox if you would prefer to test the app in more detail or want to start by setting up an automation to send a message.
This process can take a few minutes based upon the time of day and your location, but whilst that's happening it's a perfect time to think about the following:
Thinking about these things will help you to ensure you are maximising your SMS messaging potential as soon as possible.
You need to assign the provided Permission Sets to the correct users to ensure they have access to the application so they can start sending messages to your customers.
You will also need to add the provided out of the box Lightning Component to your existing page layouts. you can configure the component to automatically pull the recipients phone number from their Contact, Lead, or Person Account record as well.
Enter the field API name in the provided box and the system will retrieve the number from the record and pre-populate it on the component for the user.
Head over to your Messente account and go to the Developers area within your dashboard. Here you can create an API key that you will then need to enter in to the Messente for Salesforce Authentication configuration page.
These details should be kept secure and not deleted from either Salesforce or Messente as doing so will stop the sending of any messages.
We provide an out of the box native Salesforce Lightning Component that will enable you to send an SMS message to a related customer or prospect - whether they are a contact, lead or person account. Any user can create and personalize a message that is will connect with your customers in a meaningful way.
Sending a single message using the out of the box component was just the first step. Now you are up and running you can think about how you can utilise the full feature set of the application to allow your business to connect with its customers to improve the conversations your users are having with you clients and customers from Salesforce. Include SMS messaging in your existing automation through the use of our Flow invocable actions or Apex API.
Here are just a few example ideas of how you might incorporate messaging into your existing sales and marketing business processes.
Using our Flow invocable actions or Apex API, you can level up your sales operations by automatically sending out payment links whenever prospects convert into clients.
Whether your payment links are generated in Salesforce or with an external software tool, using the tools in our Salesforce SMS app you can send text messages to your customers that contain links to your chosen payment provider that allow your customers to quickly and easily pay without the need for additional software.
The Apex API and Flow invocable actions we provide as part of the app are designed to help make your implementation of bulk messaging for your next marketing campaign quick and easy.
You can create and send a message to set of phone numbers in a way that is simple to setup and configure. All sent messages are stored in Salesforce against the contacts, leads or person accounts they were sent to so you can report on the campaign within Salesforce using the standard reporting tools. We also make it flexible for you to manage opt in for marketing using the standard platform features.
If you're a business that sells and distributes a physical good, text messaging is a great way of allowing your operations team to send notifications to your customers about where their order is.
Text messaging is a well established way of communicating with your customers to deliver updates and notifications with a high delivery rate. You can also record these notifications within Salesforce against the related record making it easy for any user to see at a glance a summary of the tracking history.
Any SMS sent as part of a sales conversations are often missing from your CRM software and hidden away in the user's phone.
Storing this communication in Salesforce means that anyone accessing the record can see all the information around the client to make the best impression in any interactions they have. For example, a solutions engineer can read the history from the record, note down any important information or keywords and then customize their demo to suit.
SMS keywords provide a fantastic way of gathering responses from your customers via SMS that can help you keep control of marketing opt in, customize the communications sent to a customer, and allow you to expand your marketing reach by providing a simple way for a customer to request additional information (such as a link to a file) or capturing responses to a call to action.
A platform like Messente can help you get setup with an SMS shortcode or simply receive inbound messages so that you can enable your customers to use a keyword to take quick actions.
SMS is a vital tool for any organization wishing to communicate with its clients, whether for marketing, sales, feedback or another business process. The beauty of SMS is that anyone with a phone number can receive a message with no need for additional software.
Messente is the leading dedicated business messaging platform with users around the world that can give any organization the ability to create and send messages to contacts wherever they are. With our native Salesforce application, your users can start sending sms and text messages without the need to develop costly custom integrations.
Whether its our pre-built out of the box native component that can be embedded on your existing lightning pages to message from any record, the Flow invocable actions we have created and packaged to allow message sending to be embedded into your point and click automation, or our Apex API, a feature designed to help your developers to build custom logic to determine when to send a SMS message, we have a tool to help you add SMS to you existing communication channels.
Messente has a competitive per message pricing combined with its active fraud prevention that can help you lower costs and stop you from sending an SMS to users in error. Our out of the box Salesforce app has simple to understand per org pricing and free updates mean that you can as you scale and grow in the future, you're only paying for the extra messages you send. Unlike other tools there is no need to import contacts into Messente, and no need to sign up to expensive message bundles up front.
So whatever your SMS use case, Messente for Salesforce is the best Salesforce SMS app to all you to quickly and easily send an SMS to your contacts, leads, or person accounts, in bulk, as part of a marketing campaign, or in a personalised send. Want to find out more - contact us for a free no obligation demo.
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