Texting for More Engaged Customers: How Salesforce Can Help You Craft Personal SMS

360 SMS APP
6 min readApr 22, 2024

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These days, everyone is hooked on their phones. Voicemails are misplaced, emails accumulate, but a text message? The little notice catches one’s eye. So, the query is: Can Salesforce send text messages? It certainly can. That’s when the exciting part starts.

You may use Salesforce, the powerful CRM you are familiar with and like, as a hidden weapon to create customized SMS messages that connect with recipients. It’s about utilizing Salesforce data to craft texts that seem more like a kind reminder from a friend than a pushy salesperson, doing away with the generic, one-size-fits-all messaging and getting genuine instead.

This is not a mystical enchantment. Utilizing your customer knowledge while allowing Salesforce to serve as the unifying factor is key to this strategy.

Dive Deep into Your Customer Data: The Fuel for Personalization

First things come first. You must be aware of your audience. Salesforce is a treasure trove of client information, including prior interactions, preferences, and purchase history.

Examine the data in depth to have a comprehensive understanding of your clientele. What piques their curiosity? How recently did they make a purchase? What hurts them the most? You may be more intimate in your texts the more information you have.

Consider a consumer who recently purchased a new running watch, for example. You can send a brief text message to [Customer Name] saying, “Hey, congrats on the new watch! Do you have any inquiries? It makes a big difference to use their name and mention their recent purchase.

In this case, can Salesforce send text messages? Indeed. It enables you to use that consumer data to create a message that seems useful and relevant.

Speak Their Language, Not Yours

Having gained insight into your target audience, it’s time to design those communications. Always remember to be succinct, nice, and direct. Avoid jargon and go directly to the value proposition in messages since people skim them.

Speak to them in their language, not yours, is the key to success. Avoid becoming formal. An approachable voice with a dash of humor works wonders.

For instance, you may remark, “Hey [Customer Name], looks like you left something special behind in your cart,” while alerting someone of an abandoned cart. Are you still considering [product name]? Though it’s humorous, the point is conveyed.

Can Salesforce send text messages like this? Indeed. You may add the customer’s name, product data, and even a little emoji magic to each text message using its message templates and merging fields (use them wisely however, nobody enjoys a text emoji explosion).

Timing is Everything: The Right Message at the Right Moment

Assume you have created the ideal customized message. What happens next? Schedule messages for the best delivery times by utilizing Salesforce’s automation tools.

Consider it. A text message a few days later with route ideas or contact information for local hiking clubs would be ideal if a consumer had recently bought new hiking boots. It truly enhances their purchase and demonstrates your consideration for them.

Can Salesforce send text messages like this again? Yes, and you can make sure those communications are sent out at the ideal moment by using automation.

Track, Analyze, and Adapt: The Neverending Cycle of Engagement

You can track the outcomes while using Salesforce for SMS marketing, which is beautiful. Analyze which messages are understood and which are not, then utilize the information to improve your strategy.

Honestly, not every SMS message will be a hit. However, by monitoring reply rates, open rates, and click-through rates, you may determine what is and is not effective.

This insightful feedback enables you to modify your messaging, add even more personalization, and maintain great relationships with your customers. Customers may receive Salesforce sent SMS reminders about their forthcoming appointments guaranteeing prompt reminders.

Make it a Two-Way Street:

Don’t only send out messages. Can Salesforce send text messages encouraging responses? Indeed! SMS may be used to start discussions, provide information, and handle issues. This strengthens relationships and creates a feeling of community around your business.

Marketing teams may successfully reach out to prospects and increase conversion rates by using Salesforce-sent SMS.

Offer Exclusive Deals and Promotions:

Humans adore a good bargain. Send customized SMS to provide birthday specials, early access to deals, and special discounts. It conveys your appreciation and generates a sense of urgency that may increase sales.

Businesses can track client responses to SMS campaigns using Salesforce, sent SMS, which helps them optimize their future marketing initiatives.

Get Feedback and Reviews:

Can Salesforce send text messages to obtain important client data? Yes, it can. Send quick surveys or ask for product feedback via SMS. By using a feedback loop, you may enhance your services and demonstrate to clients how much you respect their opinions.

Any company trying to enhance its products must pay close attention to customer input. Thank goodness, Salesforce allows you to use text messages (SMS) to obtain insightful information. How to do it is as follows:

• Concise Surveys: Create brief questionnaires that are simple to send over SMS. To find out how satisfied customers are with certain goods, services, or encounters, pose tailored inquiries.

Product Review Requests: Send out SMS requests with a link to the preferred platform (e.g., Yelp, Google evaluations) to encourage customers to write in-depth evaluations.

Benefits of Using SMS for Feedback

High Open Rates: SMS has a remarkable open rate that makes sure more people see your message.

Convenience: Customers on the go may easily complete a brief survey or send an SMS review.

• Actionable Insights: Examine the comments received to pinpoint areas that need work and improve the clientele’s experience.

Exhibits Customer Value: By asking for input, you let clients know that you value their thoughts and consider them when making choices.

Birthdays: A Simple Touch Goes a Long Way with Salesforce

Little things can sometimes get missed in the rush of sales. However, sending a birthday message at the right moment may be a very effective way to promote loyalty and create partnerships. Birthday greetings from Salesforce provide a means to add a human touch and serve as a brief reminder that you view your clients as people, not simply as numbers on a spreadsheet.

Indeed, a generic email may work. However, you may avoid using generic welcomes and create ones that seem sincere by using Salesforce. Here’s how to get the most out of birthday greetings from Salesforce.

Dive into the Data Pool: Find the Birthdays

Salesforce is a veritable gold mine of client data. Birthdays may frequently be undiscovered treasures. Make use of reports and filters to find those approaching birthdays. Although it may seem laborious, we assure you that a well-thought-out birthday letter makes a big impression.

Craft a Message with Meaning: Short, Sweet, and Personal

These days, information is all around us. Birthday greetings from Salesforce should be brief, nice, and direct. So why not give it even more personality?

Bring up a recent transaction or a previous conversation. For example, “[Customer Name] Happy Birthday! I hope the new [product name] is doing well for you.” It adds a level of honesty and demonstrates your attention to detail.

Schedule Your Greetings for Maximum Impact

When it comes to birthday greetings from Salesforce, timing is everything. At three in the morning, avoid sending texts. To make sure your message is delivered at a respectable hour — perhaps in the morning or early afternoon — use scheduling tools. This demonstrates that you didn’t just throw it together at the last minute.

Go Beyond the Greeting: Offer a Special Touch

Birthday greetings from Salesforce might be the initial move. Think about including a discount code or a special promotion. It’s a modest way to thank them for their business and to encourage a possible transaction. Just keep in mind that the birthday wish should take center stage, and the offer is just a wonderful addition.

Keep in mind that developing relationships is essential in the world of sales. Birthday greetings from Salesforce are a quick and easy method to let your clients know they’re valued. A tiny time investment might pay off greatly in the form of increased client loyalty.

The Takeaway: Building Bridges, Not Walls

Recall that the objective is not to inundate them with sales pitches. Can Salesforce send text messages that build relationships? Indeed. It’s about giving value and developing trust through the use of customized SMS to establish a two-way communication channel.

It’s about demonstrating your concern for your clients, which is a great way to increase engagement in the digital era. So, launch Salesforce, make use of your client information, and begin creating those customized messages.

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360 SMS APP
360 SMS APP

Written by 360 SMS APP

360 SMS is natively built on the Salesforce platform, this powerful App empowers the user to communicate effectively with Customers

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