SMS on Salesforce workflows - 5 Essential Usecases of SMS Automation

5 ESSENTIAL USECASES ON SMS AUTOMATION

1

www.screen-magic.com ©All Rights Reserved

Date: 18th Feb 2014

Presenters:

Tanaya Pal – Inside SalesJyoti Nimbalkar – Pre Sales Engineer

About Screen Magic2

� Screen Magic, a mobile media company mobilize enterprise communication on SAAS platforms. We have already joined hands with Salesforce and Zoho, the biggies of SAAS world.

SMS Magic Interact is a plug and play � SMS Magic Interact is a plug and play application for Salesforce CRM. It enables 2-Way SMS/text connectivity for businesses using SFDC.

� Currently, 500+ businesses from various industry verticals are mobilizing their customer interactions using our solution.

©All Rights Reservedwww.screen-magic.com

Agenda

� Overview of SMS on Workflows

� 5 Essential Use Cases of SMS Automation

� Key Benefits

How to get started?

3

� How to get started?

� Q&A


SMS On Workflow4

� SMS on Salesforce Workflow is an add-on for the popular SMS Magic Interact application.

� It enables you to automate your SMS communication during any intended junction of CRM workflowduring any intended junction of CRM workflow

� Out-of-box integration with Salesforce Workflows.


Automated Lead Nurturing1


Lead Nurturing for a leading SAAS company6

SMS Automation helps you across all the stages of Lead Life cycle

Lead Nurturing with SMS7

• Send manual email to prospects

• Call a long list of Leads/Prospects

• Consumes too much time

• Send automated emails on different stages of Lead life cycle.

• Open rate of email is only

Email Automation • 3 out of 5 consumers prefer marketing text and other push messages over other forms of mobile marketing

• Non intrusive and highly effective • Consumes too much time

and resources

Manual

• Open rate of email is only about 20%

highly effective • Maintain a personal touch with your customers.

SMS Automation


With an open rate of 98%, just imagine how high your lead conversion can go!!

Case Management2


Case Management9

Steaming Waters is a water boiler manufacturer.They send instant Case notifications to customers and field agents.

April registered a complaint via SMS about her non functional

"Hi April, Your complaint has been SMS about her non functional

boiler.

Your complaint has been registered. Our field engineer - Dave will resolve your issue within 2 working days.”

"Hi Dave,You have been assigned Case# 4431245.Issue# Boiler not working. Contact# 6698034563.”


Case Management10

� Field agents get instant notifications on case allotment.

� Reduce the response time in serving your customers.customers.

�Our customers have experienced a reduction in response times by almost 20%!!


Appointment Reminders3



Bright Dental Corp is a chain of dental health clinics. They send a messages to their patients informing them about their appointments.

“Hi<name>,

Bright Dental Corp sends SMS to patients 24 hours before their


“Hi<name>, This is just a reminder for your appointment scheduled with Dr. Howard at 6:00 pm today.

If you cannot make it or want to reschedule, please reply call 123-456 7890.”

patients 24 hours before their scheduled appointment.


� Patients are notified instantly when the appointment is scheduled.

� Provides an opportunity for your patients to reschedule if it's no longer convenient thereby eliminating any appointment ‘no-shows'.


Event Reminders4


Event Management15

A leading event management Company has a Customer Event lined up on 4th July. Due to some reasons they had to reschedule the Event. They want to send auto-alert to everybody who has registered for the event.

“Hi<name>, They changed the Event Date in CRM and auto SMS Campaign was triggered to all registered members.

“Hi<name>, Due to some reasons, the event “Customer Meet” has been rescheuled from 4th July to 8th July.

Report latest by 5:15 am for the event briefing at Duke's point.” We are sorry for your inconvenience.

Event management16

� Communicate with a large audience with minimum human effort. You can send up to 50k messages just by changing a field in Campaign!

� 83% of SMS messages are read within 3 minutes! So time sensitive information is instantly delivered to audience.


Loan Approval Process5



Bailey Finance is a company providing loans to their customers. They manage the documents & payment process from CRM.

Hi April, Your Documents have been received on 17th Feb, 2014

Hi April, Your Documents are awaited. The last date of submission is 18th

Feb,2014.

Hi April, Your Documents are approved, The last date of payment is 25th Feb, 2014.

Loan ApprovalProcess in CRM



� Customers are informed instantly about any pending or overdue items.

� Keep your customer updated on every step of the process.process.

� Maintain a constant communication channel with customers, thereby enhancing customer satisfaction.


Key Benefits20

� Automatically initiate interaction with contacts on any trigger/ event/ change to the respective contacts.

� Notify relevant people in a personalized way about upcoming business critical events and actionable items upcoming business critical events and actionable items with zero human intervention.

� Saves time and precious resources.

� Cut costs of Salesforce development for automating your specific business processes


How to get started?21

� Install SMS Magic Interact from Appexchange

� Install SMS for Workflow Add-on Package

� Get in touch with [email protected] for pricing details (It is free if you have an Interact subscription)details (It is free if you have an Interact subscription)

� Use our resource center to set up your required notifications!


Support co-ordinates:

Email - [email protected]

Skype – smsmagic

Questions?22

Skype – smsmagic

Twitter - @smsmagic

Phone - +91-20-41231010

Support timings - 4AM GMT to 10PM GMT, Monday to Friday


SMS on Salesforce workflows - 5 Essential Usecases of SMS Automation

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sms messages

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