Business text messaging guidelines

There is no doubt that business text messaging is timely and efficient. The use of business text messaging in daily communication has dramatically increased in adoption and usage over the last few years. While it is fast and convenient for both business and customers, it certainly has a set of challenges. Messages can be incomplete. Words can be misspelled. The meaning of the message can be misinterpreted. The tone could be distorted. As business text messaging continues to increase in popularity, it’s important to understand the anatomy of drafting and sending a proper professional text

While there isn’t necessarily a “one size fits all approach” or “secret sauce” for perfect business text messaging, there are several guidelines and considerations to take note of. Here are 10 elements to apply when your fingers hit the keyboard to begin the draft of your message.

Business Text Messaging
  1. Keep it short. The best part of texting is how quick and easy it is to communicate. Messages should be able to be read in a matter of seconds and responded to with ease. It’s best to limit the text with no more than two sentences.
  2. Make it personal. The message should be personal to the customer and appropriate to your business.
  3. Pay attention to tone. The tone of the texts we exchange with friends and family are much different than in our professional lives. With business text messaging, be mindful of both business and text appropriate tones before hitting send. There is a delicate blend between not sounding stuffy and using language that you may use outside of work. Make sure the tone is energetic, upbeat and polite.
  4. Clearly communicate. There should be zero confusion as to what you are trying to say. It’s best to not leave misinterpretation to chance and potentially cause conflict and/or a missed business opportunity. Make sure your message, along with your ask, is clear. It’s always best to review the text for clarity before sending.
  5. Spelling and punctuation. This might seem like something that just doesn’t need to be mentioned…but it absolutely does. You may think that text messaging is casual enough to not use spell check or even use correct placement of apostrophes or commas. The fact is, it does matter when representing your company and brand. Business text messaging should always include the use of correct punctuation and spelled words. 
  6. Timing matters. It’s best to limit business text messaging communication to work hours. 
  7. Sign off with intention. Text threads can go on and on, as though each person doesn’t want to be the first to close the conversation. Be aware of when the goal of the text has been reached. Thank them for the information provided, promise to follow up and/or be clear of the next step. Don’t leave customers wondering what may be going on by not closing the conversation.
  8. Be mindful of frequency. Business text messaging can easily become an annoyance to your audience if it’s perceived that messages are sent too often. Sending multiple messages that could easily be sent in one might be something you do to your friends, but definitely not your customers. Before the message is sent, always consider if email is a more prudent communication method for the topic or goal of the message.
  9. Make it easy to reply. Keeping your texts short and sweet also means you need to keep them clear. If you’re asking your recipient a question, make it easy for them to provide a simple yes or no answer. Consider phrasing your message in a way that does not require a lengthy detailed explanation. 
  10. Be prompt in your response. There is an assumption that there will be a pretty swift response to a text message. Unless you are unavailable, make the effort to respond quickly, otherwise your lack of response could be seen as you just don’t care of the customer/issue isn’t important enough for you. If for some reason you cannot or did not respond to the message quickly, make sure to offer an apology for your tardiness in response as soon as possible.

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 Team, TextBetter Basic, TextBetter Enterprise.

TextBetter uses your email account to transmit text messages to and from your landline number by simply pairing the two. You’ll send, receive, and manage text conversations directly from your business email, which includes pictures. Pretty simple, right? There is no software to purchase or change how you do business. 

There are many ways in which your business can benefit from sending and receiving messages, but we’ve outlined a few of our favorite benefits here. Have questions on how TextBetter can make business text messaging work for you? We’d love to answer your questions. Call or text us today at 800-322-1112.


Business Text Messaging vs. Email: Pros and Cons

Email has been widely accepted and the most predominant communication medium in business for decades. While businesses have traditionally kept to email for professional reasons, the prevalence of text in our personal lives has been an influential driver for companies of all sizes to adopt business text messaging as part of their communication strategy. For some, it’s an easy, cut and dry decision to implement business text messaging. For others, it’s a more difficult decision as email is a tried and true practice. 

We thought we’d provide a good old fashion pros and cons list for those who are still weighing the decision to implement business text messaging in conjunction with established communication practices. Keep reading to discover the benefits and considerations of business text messaging. 


  • Did you know that 97% of all text messages are opened and responded to? When you take into consideration that most text messages will be responded to within 90 seconds of being read, it’s clear that text messaging has excellent engagement rates. Often times, these high engagement rates will lead companies to incorporate business text messaging in their daily practices. 
  • Text messaging is the preferred communication medium. There is no need for businesses to guess whether customers prefer email or text messages; the fact is, there is a place as well as a need for both. Business text messaging allows customers to interact with your company in a way that they can choose, when it is convenient for them.
  • Text is easily accessible and does not require a Wi-Fi connection which means it can be accessed virtually anywhere.
  • Business text messaging creates a real-time communication environment. In this, customers are less inclined to call your help desk and more likely to have a better customer experience.  It also means that B2C texting services create measurable efficiencies for customer service reps by enabling them to multiple task – communicating both professionally and efficiently.
  • Improved process efficiency is a benefit when implementing business text messaging. The less time and effort it takes to complete a task or waiting for a response, the more customers you can serve. With business text messaging, many processes are streamlined. 
  • Business text messaging provides your business another way to personalize the customer experience to build loyalty by sending timely and relevant information. Providing a personalized and convenient experience with your customers builds trust, and trust leads to loyalty.


  • Texts must be brief. Customers simply aren’t interested in reading long text messages, so it’s critical that texts are short. Any in-depth customer service conversations, especially those that involve upset customers, are often better conducted over email or even phone.
  • Sending too many business text messages can be annoying and feel intrusive. If businesses send too many marketing texts in addition to vital communications like notifications or using text for a two-way dialogue, consumers can get frustrated and ask to be removed from all texting or communication lists. Companies that successfully use business text messaging will send a message with purpose and value to the customer. 
  • It’s not free. Using a business text messaging service will cost money. If your customer does not have a plan that allows unlimited texts, it’ll cost them money, too.
  • Tone can be misinterpreted through text. As business text messaging has evolved, this has become better, but there is room to not interpret the tone of a text correctly.  If you think there’s any chance your meaning won’t properly be conveyed through a text, it’s probably better to just pick up the phone and have a conversation.

Business text messaging is certainly more and more common, and frankly with good reason. The pros far outweigh the cons. Text is one of the most expedient and reliable ways to reach your audience.  Your customers are already very comfortable with text as they use it in their personal lives, let them engage with your business the way they prefer and are accustomed to. Implementing a texting service for business is key to staying relevant and evolving with your customer preferences.

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 Team, TextBetter Business, TextBetter Enterprise.


FAQs for Landline Text Messaging Service for Businesses

Your customers want to text your business, so why aren’t you letting them? Perhaps you don’t quite understand how this whole landline text messaging service works? Here are the answers to some of the most common questions related to landline texting to help illustrate how easy and effortless the process actually is.

Can you really text a landline?

YES! The TextBetter team can help enable your landline or VoIP number to send and receive texts with its landline text messaging service. You don’t even need to change your voice carrier to use the service.

Do I have to purchase or install hardware?

No. There is no software or hardware to install. Our service is 100% cloud based. Our Cloud Texting platform does it all. TextBetter is proudly hosted in the secure Microsoft Azure cloud.

What happens when you text a landline?

If that landline isn’t text enabled, nothing happens at all. The message goes undelivered. At times the sender may receive a text stating that the number that was texted was a landline and is undeliverable.

How do I text enable my landline?

The important factor in this question is to use a landline text messaging service, like TextBetter. Our technology will send text messages to and from the email address associated with each phone number. To respond, the TextBetter user will be able to send and receive text messages directly from their email account.

Landline Text Messaging Service

Is it expensive to use?

There are several affordable plans offered to fit your business needs. For a complete list of pricing and services offered, click here.

Can I send and receive pictures?

Yes! You can send and receive pictures via text/email using a landline text messaging service.

How long does it take to get set up?

It takes approximately 30 minutes once we have all of the required information from you. This process does NOT change who your telephone carrier is. Your voice services and billing remain as is.

Do you have access to other numbers if I don’t want to use my own?

Yes! We offer options to secure a virtual number. This is especially great for business professionals who use a cell phone for work but don’t want the calls or texts after hours.

In addition to this service, we handle all voice calls made back to this number. You get to choose;

  • Option 1 – Play a recording, hang up: “This is a TextBetter number and only accepts text messages”. This option is included in the monthly fee.
  • Option 2 – Callers go to Voicemail: You record your own greeting. Actual voice mail messages are sent immediately upon receipt to your email. This option is included in the monthly fee.
  • *Option 3 – Call Forwarding: If you want to answer these calls, we can easily forward the calls to any number that you prefer so that you can handle the call appropriately. (*additional fees may apply).

Can I save text communications in my CRM?

Yes. Most CRMs these days are built to send out communication through email to patients, prospects, customers, employees, and more. Since our TextBetter text messaging service is as simple as sending an email, which is then converted to a text message, integrating text messaging into your CRM is simple. We have clients using our text messaging service with Salesforce, SugarCRM, Microsoft Dynamics and Infusionsoft just to name a few.

What about features like auto responders and keyword recognition?

Are your customers calling and asking the same repetitive questions? Allow customers to self-service by setting up specific keywords for your business. Simple inquiries such as what hours the business is open could be replied to automatically with a pre-determined message. Create as many keywords as you want, specific to your business and customers.

TextBetter will automatically respond to any text messages with a pre-determined automated reply message. This is available for both Business and Enterprise TextBetter users. For each text enabled number, set up as many unique messages as needed, based on any day of the week and any time period of the day.

Can you text enable 8XX or toll numbers?

Yes! TextBetter has a unique advantage over our competitor’s service because we can text enable any landline telephone number – without porting the number(s) or interfering with existing phone service providers. This lets you control text messaging from your client’s telephone numbers unifying voice and text.

We can text enable any 8XX or Toll number electronically and will not interfere with your clients existing voice services or their relationship with their current telephone carrier. (typically, in less than 30 minutes)

Have more questions? We’d love to hear from you. Call, email or text us and let one of our experts help you today.

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.


Financial services should use a business texting service – Part 2

In our last post, we discussed why the financial services industry should consider using a business texting service. As a follow up, we wanted to share how text is being used as part of their everyday process. It goes beyond stating account balances and location hours. It’s more personal. Continue building on the great relationships that you’ve established and working on establishing with integrating text.

Using a business texting service has many advantages and is great for general customer service and support as well as product questions. Besides those uses, keep reading to learn how the financial services industry continues to incorporate text in their day to day.

Follow up on applications

It isn’t just the volume of loan documents that takes so much time, it’s all the calls and emails you have to send along the way. Utilize text as part of the process to reach out to clients to gather missing information you may need, sparing you the hassle of phone tag. Using a business texting service for application follow up will help improve the overall loan process.

Establish text for a lending line

Enabling customers to ask questions quickly and seamlessly during the loan process provides the level of support that customers expect. A quick status update on a loan, to schedule an appointment or inquire about next steps in the process, there are so many opportunities to establish a standard of excellence that will set you apart from the competition.

business texting service

Late payments and collections

One of the areas companies are seeing text as being effective is with collections. Because text communication is preferred over calling, customers who have fallen behind in their payments are more responsive to collections text messages. Using a business texting service to send reminders to late payers can help facilitate that collections process. Incorporate text as part of your debt collection strategy in order to reduce expenses and maintain good relations with your customers.

Build stronger relationships

Your business is built on relationships, and relationships are built on communication. These days, people prefer to communicate by text message. Texting is what people want, and it shows. According to Mailchimp, financial services industry emails only have less than a 3% click rate. Comparatively with text, it’s under 3 minutes. Is text more effective and easier to use/respond to? Absolutely. When making it easier for customers to do business with you, stronger relationships are built which is great for business.

Social and online reviews

Consumers read an average of 10 online reviews before feeling able to trust a local business. People want to know they can trust you and that they’ll have a good experience before they work with you. With customer reviews being so powerful, leverage text to help secure them. It’s as simple as sending a quick text to the customer after their loan has closed and ask if they’d mind leaving a review of their experience and provide the link. Studies show that you’ll get 4-5 times more reviews by sending a text vs. an email. This simple step can help increase business as well as revenue for you!

There are so many great opportunities to maintain the competitive edge and stay relevant for your customer base. Use a business texting service to communicate with them the way they’d prefer, through text.

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.


Financial services should use a business texting service

There is a significant opportunity for financial institutions to create and strengthen borrower relationships while accelerating the loan process. It’s really as simple as making text part of the communications strategy by using a business texting service. Whether it’s processing a home mortgage, a personal loan or financing a new car, integrating text as part of the process, can help speed up loan processing time while improving customer satisfaction. Using a business texting service enables financial institutions to communicate with customers on another personal level.

Text provides convenience

With text being the preferred form of communication today, the increasing demand from potential borrowers to text with their financial institution is increasing. From the initial outreach and communication throughout the loan approval process, clients not just expect, but also appreciate their lender reaching out to them in a preferred and convenient way.

Customer lives have become busier, and the need for quick answers, easier connection while maintaining great customer service that fits with their lifestyle is essential.

Benefits from start to finish

It isn’t just the volume of loan documents that takes so much time, it’s the emails and phone calls you have to place throughout the process. Using a business texting service can be a considerable benefit across the entire lending cycle. Leads often come from a variety of places. In the initial prospecting stage, it’s critical to provide and allow a variety of communication channels. You’ll close prospects by allowing them to choose their communication method and will maintain the personal touch that they expect during the process.

Business texting service

Text messages get read

It is REALLY easy to overlook an email. It only takes a swipe or a push of a button to dismiss a phone call. Text messages get read and responded to fast! Using a business texting service enables your customers to respond to you by phone call or text, whichever is most convenient for them. The largest banks and financial institutions have been using text for years, and it’s no surprise why. Statistics say that 95% of all text messages are opened and responded to within 15 minutes or less. This is much higher than email, which has an average open rate of 32% and even lower response rate.

In our next article, we’ll dive into the specifics of how financial institutions are using business text messaging as part of their everyday process. In the meantime, to learn more about integrating business text messaging in your process please reach out to us today.

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.


6 Best Practices for Business Text Messaging

Business text messaging is quickly becoming one of the most cost-effective and efficient tools for communicating with buyers. With incredibly high open rates compared to email, it’s not a surprise that more and more organizations are integrating business text messaging in their outreach and communication strategies.

Business text messaging should be strategic. It needs to be thoughtful, well-executed and provide value to today’s savvy buyers in order to stand out from bombardment of communications they receive each and every day from your competitors.

Below is a list of proven best practices to help guide your business text messaging communication strategy and generate better results.

1. Be personal

How many times have you received a message from a business that you thought was spam because it wasn’t personalized? Whether you’re using a business text messaging service for one on one texting or using it for multiple people, the messages should be well thought out and personalized.

One of the easiest ways to start personalizing a text or SMS message is to use the customer’s name. To take it to the next level, use your business text messaging service to send text messages that are customized for the individual, such as talking about products or services the customer has purchased. For example, sending a text a few days or a week after the customer has purchased a specific product and asking them specifically how the product is working out for them. Ask for feedback on the product or provide a few tips on how to best take advantage of the product.

2. Be responsive

Texting is one of, if not the most, immediate forms of digital communication. When using a business text messaging service, responsiveness is something to highly consider. By text enabling your business number, you are committing to another way of communication, both sending and receiving. Make sure there are clear guidelines in place for your teams, so buyers are receiving a response or exchange from you in a timely manner.

Business Text Messaging

3. Be relevant

A great customer experience helps demonstrate what kind of interaction to expect from your business and helps set a standard. What phone number are you sending the text from? Is it recognizable, such as your business landline or main business phone number? Are you using common language? Are your messages so long that no one will want to read them? Keep the messages short and make every text worthwhile.

Consider this: If you are sending appointment reminders through business text messaging, put the date, time and address of the appointment. Your customer should be able to just click on the details of the message and create a calendar item without having to type anything. This helps create a great customer experience!

4. Use common language

Leave the LOL’s, BRB’s and emojis to your exchanges outside of your business interactions. When using a business text messaging service, be conscious of the language you choose and cognizant of the company you represent. Be articulate in the delivery of your messaging.

5. Text within business hours

Be courteous and conscientious of your buyers. Take time zones into consideration and be aware of  common business hours. It can be counterproductive and annoying to text outside of your optimal hours. The last thing you want to do is wake one of your customers up with a text or interrupt them while they are binge watching their favorite Netflix show after they have put their kids to bed at the end of a long day.

6. Be aware of security concerns

It’s important to keep in mind that text messages are not secure, even through landline texting. If part of your interaction with your customer is to take a credit card number or other Personal Identifiable Information, PII, then you should consider receiving that information in a different method, such as through a secure online web form. DO NOT ask for credit card information through texting.

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.


Text vs. Email: Why using landline texting service is best for sales

Recently I was having a discussion with a friend regarding the evolution of how we communicate during the sales process. He pointed out how several businesses that he is familiar with, are eager to try new and innovative ways, to not just gain market share, but to experiment with potentially more effective ways to communicate – landline texting comes to mind.

When we think of sending a text message, our knee jerk is to reach for our cell phone. We know how effective text is; to communicate urgency or to get a quick answer without the formality of setting up a call. Adoption of landline text services for business has been slow but shouldn’t be.

I use the term landline text service because business needs to text enable existing landline telephone numbers. Now customers can call or text the same number. Landline texting takes about 15 minutes to set up. The lift, thanks to service providers is small and the landline text service is inexpensive. In fact, many customers are probably texting you already – and you just don’t know it because until you text enable your landlines, these text message go into the black hole.

Most sales pros, HR teams or logistics teams have dedicated office lines. Why not text enable these numbers aka landline texting. Texting has become widely adopted and accepted as part of the communication process and it tends to be more effective at times than email.

landline texting service

The case for texting

As you very well know from your own personal experience, text messages do not pose a challenge for attracting your attention. When we receive a text, our phone lights up, buzzes (or does a somersault, lands with a “taaaadaaaaa” sound) and catches your eye…this certainly leads to a very high chance of looking to see what was just sent.

Now, if your phone isn’t within immediate reach, or if you’re not wearing a smartwatch to check messages, you’ll certainly read the texts you’ve missed by the end of the day. To take it one step further, to make sure we don’t miss the messages, most phones will continue to remind us that a text has been received until it’s opened/read. Now, let’s put this into perspective and what this means for your business.

Texts are immediate

Texts are delivered instantly and read quickly. Statistics say that 95% of all text messages are opened and responded to within 15 minutes or less. In the context of your business, think about the immediacy and the impact it could have.

Using texts to get a swift response increases the chance of closing a deal quicker or improving response time in general. How could this immediacy of using a landline texting service impact your business? Perhaps it’s just letting a customer know that a quote is ready to view, that a document has been sent and ready for signature or perhaps a piece of information is missing that is critical for the next step.

Let’s discuss emails for a second…we know they aren’t THAT immediate. Email sent to prospects for example, just aren’t checked or replied to as frequently. Texts are anywhere customers are. That is why your teams need to use landline texting to get ahead of your competitors.

With customers being fully mobile, why aren’t you taking advantage of that? The benefits of being able to receive texts anywhere also apply to being able to send one. Using a landline texting service enables your business to reach customers or prospects no matter where they are.

No spam filters with a landline texting service

Think about this…customers are often flooded with hundreds of emails each and every day. That’s where the ‘junk folder’ and spam filters come in to the picture. Today, text messages aren’t filtered out and will be seen. This certainly promotes the case for why texting holds such a clear advantage.

It’s important to mention that there needs to be a way for customers to opt out of receiving texts at any point.

Stay top of mind and ahead of competition

With the inundation of emails, phone calls and social media pings, using a landline texting service for your business will help distinguish you from everyone else. Text is certainly more personal and can help build a lasting relationship. Your customers want communication that is personal, quick and convenient. What a better way to address those needs than through a text? With texts generally being the fastest way to communicate, it forces the purpose of the communication quickly. This being an advantage for both the customer and the business.

To learn how organizations just like yours have integrated a landline texting service in their communications process, please reach out to us, we’d love to share.


Business Text Messaging & The College Recruiting Process

In the last few years leading up to 2018, the college recruiting effort has been the most effective of all HR practices at large corporations (think Geico, Deloitte, etc.). The competition in recruiting the most in demand students has become incredibly stiff. In order to successfully deliver the in-demand candidates, your corporation must implement new best practices. College recruits are demanding and need the most interaction, and this generation prefers instant gratification.

This is where business text messaging comes into play. Give your recruiters the capability to use text for business to communicate with their recruits. Allowing your college recruiting team use business text messaging as their primary method of communication will make your corporation stand out. Text messaging shows your recruits that you understand their preferences. Remaining relevant in corporate college recruiting efforts require you to use the channel of communication that your recruits prefer, i.e. Text Messaging!

Cell phones dominate student communication because college students have their cell phones on them 24/7. If you want to get a response from a potential recruit, send them a text message. You are likely to get a response quicker than any other form of communication. Ninety-seven percent of text messages are responded to within 15 minutes.

Business Text Messaging

There are different ways that you can use business text messaging throughout the cycle of onboarding a new hire:

  • Recruiters use business text to communicate with recruits.
  • Managers keep in touch with new hires via business text prior to start date.
  • HR texts the open enrollment link to new hires.
  • Etc.

How does it work?

  • TextBetter will text enable your office line. This will allow you to send and receive business text messages directly from your business email. By text enabling your landline phone number, you can now give out just one phone number for both phone calls and text.
  • TextBetter enables you to manage your texts just like you do your emails. You can now archive your conversations with your candidates.
  • By separating your business texts from personal texts, you can now avoid any accidental mixing of the two.

Ideas for how Business Text Messaging will make your College Recruiting team more efficient:

  • Have your students or potential candidates text the name of a specific job title, and have a Keyword set up to automatically respond with the job description or link to apply.
  • Worried about missing texts after hours? You can set up auto-responders stating that the text was received and will be responded to during normal business hours.

Text enable your college recruiters today! Don’t be afraid to shorten the recruiting cycle and try a different approach with your recruits. Edge out the competition by getting to them first.
Have questions on how TextBetter can make business text messaging work for you? Call or text us today at 800-322-1112.


Credit Union Text Messaging Solutions

Credit Unions exist to serve their members — and provide the members the experience they seek. If retailers, pharmacies, banks, and many other industries are already enabling their customers to engage via text messaging, then why should credit unions lag behind?

Traditionally, credit unions have communicated with members by phone or email. This process can make it difficult to quickly obtain member information, which inevitably delays the process to approve loan applications, and impedes other critical daily operations. Why not provide members with their preferred way to communicate? Text Messaging Solutions for credit unions is a way to meet member demands, by providing an additional way to communicate. With 95% of text messages read and responded to within 15 minutes or less, it’s clear to see why business text messaging is a powerful way to engage with members.

Two-way text messaging is a powerful addition to any credit union’s list of contact methods — and a necessary one, considering texting’s role as a primary point of business communications.

Text Messaging Solutions

The Benefits of Text Messaging Solutions for Credit Unions

Texting is not the newest or most cutting-edge form of communication; however, it is extremely convenient and effective. When considering credit union members, many don’t have the time or would prefer not to engage in a full phone conversation to ask a simple question. By leveraging text messaging solutions for credit unions, teams are empowered to provide members with actionable information in a more engaging and meaningful way while communicating in a manner that is preferred.

Member Satisfaction Elevated

Your members may already be trying to text you via your landline. The bad news of this is, you’re missing out on opportunities. In the digital age, members are seeking ways to interact via their phones, whether that be through social media or text messaging. Gartner, a leading research and advisory company, shared that by 2020, 85 percent of all business interactions will take place without human interaction. Waiting until 2020 to implement a stronger digital presence and texting service for business could affect your customer satisfaction today. Customers also want interactions to be on their time and waiting for return phone calls just doesn’t fit into this. By opening another line of communication with members, you’re also more likely to hear about complaints and be able to resolve them. In the world of online reviews and social media, this is great news for credit unions. Why not start now?

Boost Engagement

Member engagement is quick, easy, and generally better when using a business texting service. Credit union members are much more likely to respond when you make it simple and top of mind. Providing members with the additional method to engage and communicate via text adds a touch of personalization.

Preserve Text Conversations

When sending information out to members, requesting information from them, or even communication with internal employees, it is important to keep a record of conversation history. It’s also imperative to note that not all text messaging solutions for credit unions are the same. To get the most out of your investment, choose a solution that automatically archives your text conversations and stores them in your email. This way the information can be accessed anytime as needed.

Real Time Reports

When choosing text messaging solutions for credit unions, it’s ideal to select a tool that provides you the ability to keep track of conversations between internal employees and your members by simply running a report. Having access to these reports helps branch managers stay ‘in the know’ and gives you the confidence that your credit union is using every tool to its advantage.

Using Text Messaging in Your Credit Union

How a credit union utilizes text messaging is as important as the decision to use it. The most important point to remember is that text messaging goes two ways — both back and forth.

Loan application hassles solved

How many times have you started the loan application process, discovered you needed more information, and then had to play phone tag over hours or days before you could get that piece of information, then finally complete processing the application? It’s an expensive headache that that plagues credit unions today. Luckily, this can be solved by investing in a text messaging solution. Enabling loan officers with an alternate and preferred communication method for members while efficiently obtaining information needed to complete the loan process is a substantial game changer. How great would it be to open more accounts and process more loans, by simply using text messaging solutions for credit unions?

Enhanced Customer Service and Support

With customer service being a primary focus of most credit unions today, the advantages of texting are obvious and substantial. A credit union that allows its members to engage in an ongoing, threaded text conversation certainly opens the door to higher member satisfaction. With that being said, the same member representative who answers the phone can just as easily reply to a text via their computer. Members who might be hesitant to call with questions can now send a quick text, receive an answer, and decide whether and how to continue engaging.

Consider integrating text messaging as part of your process. Whether it’s to provide general member service and support, answer questions about products or asking for and providing information needed to complete a loan.

Ready to get started? It’s easy. TextBetter uses your email account to transmit text messages to and from your landline number by simply pairing the two. You’ll send, receive, and manage text conversations directly from your business email. No downloads or software installs either. Simple, right?

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.

Have questions on how TextBetter can make business text messaging work for you? Call or text us today at 800-322-1112

Other Articles You Might Find Interesting:

Using a Texting Service for Business: Top 5 Benefits of Landline Texting


Supplementing Your CRM With Business Texting Services

Why your CRM needs SMS (think, Business Text Messaging) …

How do I increase sales and profit?” said Every Sales Leader, Everywhere.

Yes, it is true. Sales Leaders are constantly searching for ways to increase sales and profit. So much so, each year sales executives pour hundreds of thousands of dollars into advertising campaigns and marketing budgets hoping to increase their bottom line.

While at the same time (and without intension), sales executives often fail to focus on their most powerful driver of sales: their customer.

Business Texting Services, texting service for business

As a short disclaimer before I move forward; it must be said that I am in no way, trying to discredit or diminish the value of marketing and advertising resources. They are both, in fact, critical aspects of the sales process.

Having said that, the purpose of this article is to highlight what most sales leaders overlook or perhaps underestimate…. And that is the power of good customer relationship management, and how that can be enhanced simply by text.

Business Texting Services For Relationships and Management

Having a good relationship with your customer makes it easier to conduct business and generate revenue. That’s why many businesses use Customer Relationship Management software (CRMs) to help drive their sales cycle and customer campaigns.

For sales leaders, a CRM is a powerful database filled with valuable customer intel and sales team performance metrics such as the number of meetings per rep or performance ($$$) by sales team. It helps leadership quantify success, and enables management to measure performance across any product, sales rep or territory.

So, with so much value in having a good customer relationship program in place, what’s the problem?

Well there are two.

First, a CRM is only as powerful as you make it. Therefore, having strict requirements around data entry and management is a must – otherwise there won’t be anything to measure.

Unfortunately, we also know that sales reps (especially while on the road) do not enjoy or prioritize time spent on manual data entry – it is why so many organizations sync email with CRM. When it comes to data management, decreasing manual entry will always mean better data.

While email syncing is certainly an option, it also brings us to problem number two…. It is impossible to develop a deep and robust relationship with your client over email.

Business Text Messaging: The Unsung Hero of Relationship Management

What many people don’t realize is that a single solution to both problems already exists – it’s called using business texting services and as a side note, the implementation is even simpler than the concept itself.

For starters, a texting service will automatically sync with your CRM; seamlessly transmitting your text conversation into business email. Ultimately eliminating manual data entry while creating the additional documentation required by most organizations (think compliance).

Second, by using business texting services you are speaking directly to your most important driver of sales: your customer. While most consumers simply prefer to communicate over text, it also simplifies the follow-up dialogue and makes it easier to create a ‘personal touch’ – ensuring every customer feels special.

A Recruiting Case for Business Text Messaging

Case and point: consider the personal impact and importance of logging this text conversation between a recruiter and hiring manager:

Recruiter: Hey! Did you get my email on Monday? How did the interview go with Jason?

Hiring Manager: It went okay. Let’s pass.

Recruiter: Ok! Did you have any feedback? I will send over more resumes.

Hiring Manager: We need more excel experience. Maybe 3 years? Also, do u have anyone who can forecast a sales pipeline? If so, push them to the top of the interview pile.

While this conversation seems straight forward, there are a few factors to consider:

1. The recruiter’s initial email on Monday asked the same question but went unanswered. This is common problem within the recruiting industry that is easily resolved through text. – Getting interview feedback is key! In fact, data tells us that 98% of text messages are responded to within 10 minutes.

2. The hiring manager’s text provided 2 important and new pieces of information. First, the candidate must have at last 3 years of experience in excel and, second, candidates should also be screened for pipeline management and forecast experience. It would be wise to share this new information internally, so other colleagues can better help her fill the role. Since the recruiter is using business texting services, she does not need to waste time manually documenting the conversation over email or updating CRM.

3. Lastly, the recruiter’s manager should be aware of the recent change to the customer’s candidate profile. It is an important milestone to consider when evaluating the recruiter’s performance, like time to fill.

Ultimately, sales leaders looking to increase sales and profits should also look to enable business texting services.

A quick text can be just as effective, and some would argue, is a more efficient way for sales reps to develop deep relationships with their customers post sale. It is perceived as personal and does not require reps to log on to a secure exchange server or manually enter text conversations into CRM.

Stephanie Knapp, Consultant with over 6 years of professional experience in process improvement, strategic planning, project management, and stakeholder relations.