Articles, Use Cases

Business Text Messaging Solutions in Sync with CRM’s

Most business use some form of CRM system to manage their contacts, keep track of and facilitate customer communications. Text messaging becoming increasingly effective and a productive part of an omnichannel approach to business communication, but how are those conversations and interactions being captured? It’s imperative those communications are being captured and archived in your CRM. Business text messaging solutions work with your CRM system to provide a seamless and efficient way to both send and chronicle those two-way communications.

Archiving communications

If anyone in your business is currently texting customers, where is that communication being stored? Is it on each employee’s respective mobile phones? If so, what happens when that employee leaves the company? The problem is they’ll take that valuable information with them.

The point is, it’s challenging to track these conversations. Using a business text messaging solution, the team has access to the complete conversational history. If an employee happens to be on leave, and someone else was assigned those accounts temporarily, it’s easy for them quickly read the communication exchanges and address the accounts as needed.

business text messaging solutions

Understanding how beneficial archiving text communications into the CRM is certainly important for business. Learning the historical interactions and background of a customer or prospect with your company and applying that knowledge when communicating with them will help your company become more relevant to them.

Business text messaging solutions and CRM’s

Text is a convenient. It’s powerful and cost effective. Text provides a means for keeping in touch with customers in real-time while simplifying the process of relationship management for users. With business text messaging solutions, the texts will automatically sync with your CRM. This ultimately eliminates the hassle of manually entering or copying and pasting the texts into the CRM.

  • There are no workflow interruptions. Your current workflows stay the same with messages imported directly into your CRM.
  • Allows for continuous conversations. Access prior message history easily. This provides context and helps facilitate ongoing conversations that build strong customer relationships.
  • No new platforms to learn or install. Agents don’t have to learn an entirely new software or need to keep another window open to begin messaging with customers.
  • Improved customer relationships.  Texts increase the chance of connecting to the customer on a more personal level, having detailed historical communications archived and to reference, creates a more customer focused experience.

The bottom line is this: if you are currently using text but they are not being synced with your CRM, invest in a business text messaging solution ASAP, you’ll be glad you did in both the long and short term.

About us

TextBetter™ is a business-texting service that makes it easy to send or receive texts from your landline number. Our cloud-based service effortlessly integrates into your existing business model, without having to install new software or change how you do business. Through our three separate product offerings, we proudly cater to organizations of all sizes: TextBetter Basic, TextBetter Business, TextBetter Enterprise.

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