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Salesforce SMS: The Ultimate Guide to SMS Messaging, Integrations, Texting, and Apps

In the digital market, customers are demanding to receive timely and customized information about the businesses that they are dealing with. Salesforce SMS messaging allows organizations to connect directly with the customer via text, which allows better communication and interaction and ensures decent contacts. Order alerts, payment notifications, or marketing messages, the Salesforce SMS app assists firms in maintaining conversations in their CRM to ensure total visibility and effectiveness.
This guide discusses Salesforce SMS messaging, integrations, texting capabilities, and SMS applications such as the 360 SMS App that changes how business organizations are using text communication in Salesforce.

What is Salesforce SMS Messaging?

Salesforce SMS messaging is a term used to define the Salesforce CRM platform with SMS functionalities. Businesses can send, receive, and monitor text messages directly in their Salesforce environment, as opposed to using external tools. This forms one source of truth in which customer interactions of calls, emails, and texts are recorded in real-time.

Salesforce SMS messaging has some fundamental features, like:

  • Bi-directional messaging: On Salesforce records, send and receive SMS.
  • Scalability: One can send single messages or bulk campaigns to thousands of contacts.
  • Workflows are ready: Integrated compliance with opt-in/opt-out.
  • Reporting: Track status of delivery, response, and campaign success.

Using the Salesforce capability to text within the company, teams can get their tasks done without having to move between systems, which saves time and enhances productivity.

Salesforce SMS Integrations for Better Customer Engagement

The CRM has Salesforce SMS integrations that enhance the functionality of the CRM by linking it to various messaging platforms. One of the most prominent providers of solutions, such as 360 SMS App, can enable companies to unify SMS and WhatsApp, Facebook Messenger, Viber, Line, and WeChat so that the conversations will be held in the application customers prefer.
Salesforce SMS integrations are also offered by other providers (Twilio or Vonage), but their extensive coverage of channels and no-code configuration make 360 SMS App favored by many businesses in sectors such as healthcare, retail, and financial services.

Some of the important areas of integration are:

  • Cross-platform messaging: Reach customers on SMS, MMS, and OTT.
  • Workflow integration: Tie up text messages and Salesforce Flows, and Process Builder.
  • Availability of API: API gives the company advanced integration with external applications.
  • Custom triggers: Automate CRM event follow-ups, reminders, and notifications.

Salesforce SMS Texting Features You Should Know

The ideal Salesforce SMS texting solutions are not limited to one-line texting messages. They are furnished with enterprise-grade communications. It has some prominent features such as:

  • Bulk SMS campaigns: Have marketing or transactional messages sent to large contact groups.
  • MMS support: Exchange multimedia files like photographs, invoices or brochures.
  • Support short code: Yes. Support long code: Yes.

Texting short codes provides companies with the opportunity to conduct campaigns with large volumes, using easy-to-remember short numbers.

Personal two-way interaction is more appropriate with long codes

  • Drip campaigns: Set texts onboarding or nurturing timed sequences.
  • Opt-in management: Make sure that you adhere to the messaging policies worldwide.
  • Templates and customization: Add customer-specific information, including their name, order ID, or place to communicate with them effectively.

Conversation threading is also available in platforms such as the 360 SMS App, in which customer responses are attached to Salesforce records and provide the agent with a history of the interaction.

Choosing the Right Salesforce SMS App

Since there are several Salesforce SMS app providers in the AppExchange, businesses are required to consider their requirements and choose the appropriate solution. The ideal Salesforce SMS app has to offer:

  • Support on multiple channels: support on Viber, Line, WhatsApp, and Facebook Messenger in addition to SMS.
  • Designed to be user-friendly: The prerequisites of the setup are minimal, and the onboarding is straightforward.
  • Features of compliance: DND filters, audit-ready reports, and Opt-out tracking.
  • Higher analytics: Rates of delivery, response, and ROI.
  • Scalability: The Possibility to manage any campaign, as well as enterprise-level reach.

360 SMS App is among the highest-rated Salesforce SMS apps, which are natively integrated, multichannel, and have such capabilities as short code texting, Viber integration, and WhatsApp templates. SMS Magic and Mogli SMS are other popular providers, and each one of them serves the needs of various businesses.
Salesforce SMS messaging is now a crucial component of the current CRM operations. Using texting features and the powerful Salesforce customer data, companies can provide timely, reliable, and contextual communications. It could be SMS campaigns, texting with short codes, Salesforce SMS integrations with Viber or Line, or the selection of the appropriate Salesforce SMS app, but organizations can provide quantifiable results through smarter communication approaches.
In case your business is prepared to implement Salesforce SMS in order to achieve scalability and reliability of messaging, consider the 360 SMS App for Salesforce.
Become an early adopter of the 360 SMS App and change the way you use Salesforce texting. Contact the 360 SMS App team at sales@360smsapp.com or call +1 323-641-4417.