Becoming a Category Leader with Salesforce AppExchange Partners From the very onset, our aim wasn’t just to be another entity on the Salesforce AppExchange. It was to redefine how businesses connect with their audience. Texting, in its essence, is immediate, personal, and direct. To harness its potential, we had to delve deep, understanding the nuances of businesses and the expectations of customers, especially when aiming to be among the top 5 smartest apps on Salesforce.

Unparalleled Features – Our Cornerstones of Success on Salesforce AppExchange

Compliance – In today’s digital age, data privacy and regulations cannot be an afterthought. Recognizing this, we’ve been proactive. By integrating TCPA, GDPR, CCPA, and CASL compliance mechanisms, we’ve provided businesses with a safe platform free from the worries of unintended regulatory breaches.

Omnichannel Connectivity – The digital consumer is omnipresent, spanning various platforms. Our solution ensures that businesses can meet consumers wherever they are. Be it SMS, MMS, Facebook, Chat, WhatsApp, or Line, the promise of conversational messaging remains unbroken.

Analytics – Data drives decisions. Our robust analytical tools provide detailed insights, helping businesses fine-tune their strategies and foster more meaningful customer interactions.

Global Text Messaging – Conversations know no boundaries, and neither do we. With our global text messaging capabilities, we’ve erased geographical barriers, bringing businesses and customers closer.

SMS Delivery – It’s not just about sending a message; it’s about ensuring it’s received. Our commitment to robust delivery mechanisms remains unwavering.

SMS Templates – We understand that in business, time is of the essence. Our advanced SMS Templates not only speed up the communication process but also ensure that every message sent is impactful and aligned with the brand’s voice.

Conversational Messaging – Building and maintaining customer relationships is at the core of any successful business. With our Conversational Messaging feature, businesses can now have meaningful two-way conversations, deepening trust and enhancing customer loyalty.

Each feature aligns with our goal of being the smartest app on Salesforce, ensuring that when businesses talk, customers listen. Whether it’s adhering to compliance standards, enabling omnichannel connectivity, providing robust analytics, offering global text messaging solutions, ensuring SMS delivery, or crafting impactful SMS templates – each element of our service is meticulously crafted.

Salesforce AppExchange Partners: A Journey of Trust and Innovation 

Integration with platforms like Salesforce is not just a feature – it’s a commitment to excellence. Our partnerships with Salesforce AppExchange partners and others like Zoho elevate the CRM experience, making it more insightful and enriching. Our Conversational Messaging Hub is a culmination of years of learning and innovation, and our reviews on platforms like Salesforce and Zoho bear testimony to this commitment.

Voices of Trust – The true Measure of our Success on Salesforce Appexchange

Feedback from our esteemed clients who have discovered us through the Salesforce AppExchange underscores the value we bring to the table. Words from pioneers in various industries only further our belief in the transformative power of our solutions.

2nd Smartest App on Salesforce AppExchange: Crafting Trusted Conversations

At the heart of our journey is an unwavering commitment to facilitate meaningful interactions. It’s not just about being a smart app on Salesforce, but about enabling businesses to have conversations that matter.

And the rise of our company is not just our rise, as this recognition makes us aim higher, and thus we welcome you at the Dreamforce 2023, as we will be unveiling the future of Messaging Solution. 

Join Us at Dreamforce by Salesforce

As we pen this journey, we’re thrilled to announce our latest venture in the world of AI x Messaging. If you’ve been keeping up with our recent emails, you’ll know that something groundbreaking is on the horizon. We’re unveiling our latest innovation at Dreamforce, organized by Salesforce. As partners and patrons of SMS-Magic, this is your chance to get a sneak peek into the future of conversational messaging.

To ensure you don’t miss out on this revolutionary unveiling, Register with us now and be part of the conversation that reshapes business communication.

As we look to the future, we’re excited about the countless conversations and transformative stories waiting to unfold. SMS-Magic is more than just a tool. It is a revolution in conversational messaging for businesses, crafted with passion, driven by innovation, and trusted by the best.

So what are the key areas buyers are exploring today? Here’s what we learned at Dreamforce ’19.

SMS for Salesforce Key Interest Areas

SMS Compliance

One of the top questions at Dreamforce this year was ‘How to effectively manage SMS for Salesforce compliance?’

Compliance can feel complicated. The differences in global legal and carrier regulations and requirements are so varied. And the potential risk is high for many business customers that are evaluating effective SMS messaging options.

That’s why we created our Compliance Kit, a series of three guides that explain how SMS for Salesforce  works (carrier side), global regulations (legal aspects) and a Buyers’ Guide that offers recommendations on best practices and questions you should be asking. It’s a great way to jumpstart your compliance knowledge. Our gift to you, just click here to download.

We also recently released Converse Compliance, a powerful GDPR compliant solution that’s integrated within Converse. Clickable Wizards guide you to configure compliance based on your specific requirements. You’ll easily manage opt-ins using a consent matrix, track a full 360˚ conversation and audit history, manage opt-outs and assure that you meet your local regulations, including TCPA, CASL, CCPA and more.

If you’d like to know more about compliance, please reach out to us. Our compliance experts are here to answer any and all questions you might have.

How to Deliver a Personal Touch Across the Buying Journey

One of the challenges for most SMS for Salesforce solutions is that there seems to be no way to see the full history of messaging conversations across the buying journey.

• When a Lead interacts with marketing, those messages are available in the record.
• When the lead is transformed to an Opportunity – those messages are no longer available and reps can’t see prior conversations to gather a context for the opportunity’s needs. They start all over again defining and refining what’s relevant to the opportunity. That’s not exactly a personal touch.
• When the Opportunity becomes a Contact and Account, the previous messages are locked in the Opportunity object. Service reps and account managers can’t review the previous conversations to know what was promised, find potential opportunities for upsell, or review what was discussed to accelerate service resolutions.

The problem is that you’ve prevented your reps from providing the personal touch that makes your audience feel special.

Can you imagine how strongly you could differentiate your business with full-context messaging that assures your reps are always relevant?

That’s why we created Full-Context Conversations within Converse. You get a 360̊ history of every interaction between anyone in your company and that record,

• Conversations are aggregated across standard and custom Salesforce objects.
• Individual conversations are threaded to include inbound, automated and 1:1 messages in the same thread, on the same topic.
• Related conversations with that same record, whether they be marketing, sales, service or others are all available within the record for a quick review.
• Unlike the transactional nature of other SMS for Salesforce solutions, every message with Converse remains constantly available to all permissioned users. So you always have the full-context of the account.

Learn more about Full Context Conversational Messaging here.

What is Native SMS for Salesforce?

So many people claim that their solution is “native” but what does that really mean? Well, it depends. Most who claim “native” are actually claiming to use the basic APIs of Salesforce. That’s a great start. But there’s much more to being a native on Salesforce.

• Data management: SMS data should be stored seamlessly within Salesforce, managed and protected via Salesforce permissions and data tools. No one wants to manage multiple databases, and you shouldn’t.
• Object integrations: Native solutions should work with standard and custom objects. They should be able to auto propagate all object information, and any informational objects within that object. Conversations should be seamless across all objects to empower full-context conversations that are always available.
• Configuration and integration: Should be guided by simple wizards that eliminate the need to write unwieldy scripts and code just to install your solution. Wizards should auto generate components for Salesforce, including all SMS messaging integration and setup.
• Seamless Desks and Inboxes: User interfaces should offer a variety of options to match different users’ needs. There should be a single component that can be dynamically configured, via Wizard, and then easily dropped into Salesforce consoles. You should be  able to select which style of Inbox or desk you want for each user, console type etc.
• Omnichannel and routing: Routing SMS messages is no different than routing phone calls. Or, at least, it shouldn’t be. Messaging solutions need to seamlessly integrate with current Omnichannel routing rules. Also, a complete messaging solution will seamlessly integrate all messaging channels for your users and buyers. No one cares whether a message was sent via SMS, MMS, Facebook or Whats App. Messages from all should be aggregated, threaded and displayed as a single, full-context conversation, regardless of the underlying channel.
• Process Builder and Workflows. While we all know the potential problems with Process Builders, support for this sophisticated tool is key to any native Salesforce integration. Automated messaging is a critical aspect of any messaging strategy. You get better profiling information  and therefore improve your personal touch. You dramatically reduce the amount of time spent on tedious tasks, so your teams focus on your audience, not your technology. The opportunities with automated campaigns and auto-reponses alone are limitless.

If you want to learn more about native Salesforce capabilities, click here.

The Bottom Line

The key areas buyers are exploring today for SMS messaging revolve around compliance, delivering a personal touch and using SMS with Salesforce.

By choosing a solution that ensures compliance and is native on Salesforce, you can begin to deliver the personal touch that sets you and your business apart from your competition. And with Full Context Conversational Messaging you’ll give your reps every opportunity to ensure excellent customer buying experiences.

If you haven’t yet adopted business text messaging for your team and want to learn more, schedule a demo and we’d be happy to share our expertise with you, answer questions and show you what text messaging can do for your business results.