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Choose Salesforce for SMS
24Sep

Choose Salesforce for SMS

Why Integrating SMS with Salesforce Transforms Business Communication Effective communication is crucial in today’s fast-paced business environment. A company’s success often hinges on its ability to interact seamlessly with customers—whether through personalized service, timely updates, or the latest product offerings. Choose Salesforce for SMS. Today’s customers demand a seamless, omnichannel experience that goes beyond traditional communication methods like flyers and emails. They expect real-time, two-way interactions, which is where Salesforce SMS apps come into play. These apps, which integrate smoothly with existing CRM systems, are transforming how businesses engage with their customers. 5 Reasons to Integrate SMS with Salesforce Integrating SMS with Salesforce offers numerous benefits, primarily enhancing customer-facing efficiency and effectiveness. Here are five key advantages: SMS for Salesforce enables businesses to provide immediate customer support. For instance, logistics companies can use SMS to notify customers about delivery statuses or appointment updates in real time. SMS boasts an impressive open rate—over 95% within the first three minutes—making it a highly effective medium for increasing marketing engagement compared to email. You can even couple Salesforce SMS with tools like geofencing to send notifications via SMS when they are in the store. Integrating SMS with Salesforce allows for streamlined automation of processes such as order updates and appointment reminders. This reduces the need for manual intervention, boosts productivity, and frees up resources for more strategic tasks. Automated texts can be scheduled based on customer behavior or sales stages, optimizing workflows and enhancing efficiency. With a response rate of approximately 45%, SMS is highly effective for engaging customers. It facilitates prompt replies due to its immediate nature. Sales and marketing teams can leverage SMS for direct interactions, while retailers can use it to distribute discount codes and drive quick responses. Additionally, SMS is ideal for important notifications, enhancing customer service. By integrating SMS with Salesforce, businesses can tailor their messages to address specific customer needs and preferences. This personalization fosters stronger customer relationships and improves conversion rates. For example, a travel agency can send personalized vacation recommendations, while financial advisors can provide client-specific updates and advice. Salesforce’s integration with SMS allows for robust tracking and analysis of customer interactions and campaign effectiveness. Marketing teams can refine their strategies by reviewing metrics such as open rates, click-through rates, and conversion rates from SMS campaigns. Additionally, customer support teams can evaluate response times and resolution rates to improve service efficiency. How to Implement SMS in Salesforce To send and receive texts via Salesforce, you have several options: Salesforce offers two primary SMS solutions: Mobile Studio and Digital Engagement. For more tailored functionality, you can use Salesforce API or another API provider to develop a custom texting solution. While this offers greater flexibility and avoids extra costs, it involves significant development time and expense. Opting for a Salesforce-native SMS app from the Salesforce AppExchange can be advantageous. These apps, designed specifically for SMS within Salesforce, often offer: These native apps also come with dedicated customer support, making them a cost-effective and efficient choice. Best Practices for SMS Communication While SMS boasts high engagement rates, it’s essential to follow best practices to maintain a positive customer experience: Ensure compliance with data privacy regulations like GDPR and CCPA by securing clear consent from customers before sending SMS. Automate re-opt-in processes to maintain compliance. Send messages during the recipient’s regular business hours to avoid disturbing them at inconvenient times. Stay in touch with your audience regularly but avoid overwhelming them with excessive messages. Provide valuable content to keep engagement high. Use the same number for messaging to help customers recognize your communications and build trust. Respond promptly and courteously to customer replies. Provide clear, detailed responses to inquiries. Acknowledge and reward outstanding customer actions with thoughtful messages or gestures, such as donations to their favorite charities. Even a thank you for your purchase message can contain a surprise such as a coupon or a notification that a free gift is included with their order. Use SMS to highlight important announcements, events, or opportunities, tapping into the fear of missing out to drive engagement. SMS is the perfect omnichannel tool to incorporate into all your Salesforce journeys. Balance promotional content with conversational engagement to avoid appearing pushy and to keep the communication enjoyable for customers. People are much happier to get news they can use rather than advertisements. Encourage further engagement by including clear, actionable steps in your SMS messages, such as signing up for a free trial or using a discount code. A call to action must be designed with smaller screen views in mind. Include an easy way for recipients to unsubscribe from future messages to comply with legal requirements and respect customer preferences. By integrating SMS with Salesforce and adhering to these best practices, businesses can enhance their communication strategies, foster better customer relationships, and drive greater engagement. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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September 24, 2024in Salesforce

Salesforce Marketing Cloud Gamechanger

Why Choose Salesforce Marketing Cloud for Your Business? Before diving into the features, let’s explore what makes Salesforce Marketing Cloud (SFMC) a game-changer for businesses. At its core, SFMC streamlines marketing automation, handling tasks like email outreach and audience segmentation with ease. This efficiency allows you to focus on strategy instead of repetitive tasks. As marketing shifts toward personalization, understanding your customers is more important than ever. SFMC helps businesses analyze customer behaviors, purchasing patterns, and engagement trends, making it easier to deliver highly targeted campaigns. Now, let’s dive into the top five features that set Salesforce Marketing Cloud apart. 1. Journey Builder – Create Personalized Customer Journeys Every customer follows a unique path, and Journey Builder lets you design tailored experiences across multiple channels. It helps map out customer interactions, ensuring they receive the right message at the right time. For example, if you run an e-commerce store, Journey Builder can automatically trigger: Marketing Value: ✔ Enhances personalization, leading to higher engagement.✔ Automates follow-ups so no opportunity is missed. Use Case: A customer browses sneakers on your website but doesn’t purchase. With Journey Builder, you can set up an automated sequence: 2. Email Studio – Simplify Your Email Marketing Email remains one of the most effective marketing channels. With Email Studio, you can craft high-impact email campaigns using a drag-and-drop interface—no coding required. From newsletters to transactional emails, SFMC ensures your message reaches the right audience. You can also A/B test subject lines and layouts to optimize performance. Marketing Value: ✔ Personalized emails generate 6x more transactions than generic ones.✔ Built-in analytics help refine email strategies. Use Case: Instead of blasting the same email to all customers, SFMC lets you segment audiences: This targeted approach drives better results and improves ROI. 3. Audience Studio – Harness the Power of Data Keeping track of customer data across platforms can be overwhelming. Audience Studio centralizes data from multiple sources—your website, social media, and emails—into a unified customer profile. It then segments customers based on behaviors and preferences, making it easier to deliver hyper-targeted campaigns. Marketing Value: ✔ Better audience insights lead to more effective marketing.✔ Integrates data from different platforms into one dashboard. Use Case: Launching a new product? Audience Studio – now known as Data Cloud – can identify your most interested customers based on their browsing history and past purchases. This ensures your ad spend is focused on high-intent buyers instead of a general, broad, uninterested audience. 4. Mobile Studio – Reach Customers on Their Phones With over 50% of emails opened on mobile, a strong mobile strategy is crucial. Mobile Studio enables businesses to connect with customers via SMS, push notifications, and in-app messaging. Even better, messages can be personalized based on user behavior, ensuring relevance. Marketing Value: ✔ Engage customers on their most-used device.✔ Mobile marketing sees higher open and conversion rates than email. Use Case: With most users glued to their phones, Mobile Studio ensures your brand stays top of mind. 5. Analytics Builder – Measure Your Success Running campaigns is one thing, but knowing what’s working is what truly drives growth. Analytics Builder tracks campaign performance in real time, providing insights on open rates, clicks, and conversions. Its user-friendly dashboards allow businesses to quickly identify top-performing campaigns and optimize underperforming ones. Marketing Value: ✔ Data-driven decisions outperform guesswork.✔ Helps fine-tune campaigns for maximum ROI. Use Case: If email engagement is low, Analytics Builder may reveal that your CTA is too subtle. By refining the email design, click-through rates can improve almost instantly. Unlock the Full Potential of Salesforce Marketing Cloud Salesforce Marketing Cloud offers a powerful, data-driven marketing suite that elevates customer engagement and drives conversions. It is as important in B2B marketing as it is to B2C and creates amazing customer experiences. By leveraging tools like Journey Builder, Email Studio, and Audience Studio (now known as Salesforce Data Cloud), businesses can create personalized, automated campaigns that resonate with their customers. Want to maximize engagement and ROI? Salesforce Marketing Cloud is a gamechanger. Start exploring Salesforce Marketing Cloud today—because the future of marketing is all about smarter, more connected and data-driven experiences. Content updated February 2025. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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June 14, 2024in Analytics Builder, Data, Marketing Automation, Salesforce, Salesforce Marketing Cloud
App Engagement With Human-Centered Design
13May

App Engagement With Human-Centered Design

In 2022, when Fordham University revamped its student advising app, appointment bookings doubled, thanks to a human-centered design approach. Anand Padmanabhan, Fordham University VP and CIO, emphasized the shift towards involving users in the design process, which led to enhanced app adoption and shared trust among stakeholders. App Engagement With Human-Centered Design was achieved by putting students first. The Fordham Student Success Hub app underwent significant changes to replace inefficient processes like long email chains for scheduling appointments. The new app facilitated over 15,000 appointment bookings, demonstrating its effectiveness. App Engagement With Human-Centered Design prioritizes identifying user needs and crafting solutions that address those needs directly. For Fordham University’s project, the team engaged with a diverse user group, including over 2,000 freshmen, 400 advisors, and support staff. This approach led to clear objectives: students wanted easy appointment booking, while advisors sought tools to identify at-risk students based on specific criteria. Katherine Gomez, Fordham’s assistant director of core applications, applied the Jobs to Be Done framework to understand user goals. Leveraging the Student Success App in Education Cloud and partnering with Attain Partners, enhancements were made to advisor assignment, alert management, and success analytics. Integration of Service Cloud, Experience Cloud, and Marketing Cloud streamlined app efficiency. Business rules were established to ensure an intuitive user experience with minimal custom coding. Visual design was driven by common use cases, ensuring critical features were accessible on the first page. Sara Sapienza, Fordham University Digital Campus Experience Manager, utilized Salesforce Lightning Design System Figma library to design the user interface and iteratively refined the design based on user feedback. The app was tailored to address specific user needs: Continuous user feedback guided UX optimizations, including language clarity, button formatting, and personalized greetings upon login. Emojis were incorporated into notifications to engage Gen Z users effectively. The success of the app extended beyond appointments, attracting interest from other academic departments like Prestigious Awards and Campus Ministry. In summary, Fordham University’s success story underscores the importance of human-centered design in creating user-friendly apps that meet diverse user needs and foster broader engagement across academic services. The journey continues with plans to expand app access to all undergraduates and graduate students, driving student success and organizational efficiency. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 13, 2024in Salesforce Implementation Services
Why Use Marketing Cloud Mobile Connect
28Apr

Mobile Marketing Strategy

In today’s multitasking digital landscape, customers are constantly engaged in various activities like texting, searching with Google, browsing social media, and ordering lunch, all on the same screen. Their usage requires you to develop a Mobile Marketing Strategy. To effectively reach these customers, mobile marketing must seamlessly integrate into their current mobile experience. This requires a unified platform that aligns with their digital habits. According to the Insider Intelligence 2023 Research, email remains the most preferred communication method among customers, with a whopping 93% preference rate. However, customer preferences vary significantly across different channels, presenting a challenge for marketers who need to choose the right channels for each context. To deliver the best customer experience, marketers need to bring together multiple channels by adhering to changing data sources and evolving customer expectations. As data sources for targeting shift towards digital identities and declared preferences, marketers must adapt their strategies accordingly. Here are guiding principles for an effective mobile marketing strategy: Understanding Mobile Channels: Push Notifications: SMS Messaging: Chat Apps: Key Takeaways: Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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April 28, 2024in Marketing Automation, Salesforce, Salesforce Einstein, Salesforce Marketing Cloud, Salesforce Sales Cloud
Salesforce Marketing Cloud Journey Builder
13Jul

Journey Builder Explained

In B2C marketing, the focus on Journey Builder within the Marketing Cloud framework is essential to take customers on journeys with personalized interactions depending on where they are at in the buying cycle. This tool empowers marketers to craft intricate marketing journeys that deliver personalized experiences to customers. Operating within Marketing Cloud, the journey tool orchestrates comprehensive customer journeys, facilitating interactions across multiple platforms such as email, mobile, advertising, and websites. It stands as a foundational element of Marketing Cloud, primarily tailored for B2C initiatives. Salesforce Journey Builder facilitates a deeper understanding of customers by triggering actions based on their unique behaviors and ensuring consistent messaging across channels. As consumers navigate seamlessly between platforms and devices, brands must offer personalized and seamless journeys to maximize customer lifetime value. To achieve this, marketers must address key questions: Answering these questions requires a comprehensive view of the customer journey, with actions aligned to evolving customer expectations. With Salesforce Marketing Cloud Journey Builder, marketers can attain a unified view of all customer interactions, optimizing end-to-end journeys. Journey Builder provides visibility into consumer interactions across marketing channels, including email, mobile, social ads, and more. By connecting these interactions, marketers gain insights for improved message crafting, campaign design, and automation, fostering seamless customer experiences and fostering loyalty. Interactions a customer may have with the brand throughout their journey include clicking on an ad, opening an email, making a purchase, conversing with customer support, and more. Journey Builder, as an event-driven tool, initiates conversations based on customer history, preferences, and real-time behavior, supporting visual mapping of simple or complex journeys. However, Journey Builder operates within Marketing Cloud and utilizes content and audiences from Email Studio, Mobile Studio, Advertising Studio, Content Builder, and Audience Builder. It leverages event-driven triggers to react to customer actions, such as downloading an app or leaving a shopping cart abandoned, thus enabling timely and relevant responses. Key features of Journey Builder include a user-friendly drag-and-drop interface, entry and filter criteria for swift actions, and powerful add-ons for enhanced functionality. Ultimately, Salesforce Journey Builder facilitates a seamless customer experience by guiding journeys, ensuring consistent messaging, adapting to evolving needs, and maintaining brand consistency across channels. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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July 13, 2023in Data, Google, Salesforce, Salesforce Marketing Cloud
Mobile Studio Explained
11May

Mobile Studio Explained

Mobile Studio for text messaging, a Salesforce offering, parallels Email Studio in functionality but is tailored specifically for mobile content creation. This versatile product equips users with the tools needed to craft messages intended for delivery through SMS, MMS, and Push messages. What is Mobile Studio in Salesforce? Salesforce Marketing Cloud’s mobile messaging studio enables the sending and tracking of messages to customers on their mobile devices. Utilizing this studio, users can engage customers across any mobile device through personalized mobile messaging. What are the capabilities of Salesforce Mobile Studio? Salesforce Mobile encompasses three core modules—MobileConnect, GroupConnect, and MobilePush—each contributing essential capabilities to omnichannel campaigns. These modules empower businesses to communicate with customers via SMS, push notifications, and instant messaging. MobileConnect serves as an SMS and MMS messaging tool within Marketing Cloud. It facilitates the creation, sending, receiving, and tracking of SMS and MMS text messages. Users can send alerts, transactional messages, and more through templates and a user-friendly interface. Additionally, MobileConnect enables automated responses to incoming messages and the management of keywords. MobilePush enables the delivery of push notifications to integrated Android and iOS apps. With MobilePush, businesses can segment audiences, send targeted notifications, deliver inbox messages, utilize location-based campaigns with geo-fencing and beacon messaging, and analyze customer engagement through analytics. That’s not all! MobilePush also offers silent notifications, in-app messaging, Bluetooth Beacons and Geo-location. Marketing Cloud users can easily send one-off push notifications, or include them in Journey Builder and Automations. Marketers can even direct their app users to CloudPages, a MobilePush Page or a specific page in their app using OpenDirect. GroupConnect facilitates messaging through public messenger platforms such as LINE and Facebook Messenger. It allows for the creation and sending of messages, management of contact subscriptions, and review of messaging activities. In conclusion, Salesforce Marketing Cloud’s Mobile Studio offers a comprehensive suite of tools for mobile marketing automation, empowering businesses to engage customers effectively across SMS, push notifications, and messaging apps. With its integration capabilities and robust features, Mobile is a leading solution in the world of mobile marketing. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 11, 2022in Marketing Automation

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