SMS on Salesforce workflows - 5 Essential Usecases of SMS Automation

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5 ESSENTIAL USECASES ON SMS AUTOMATION
Date: 18th Feb 2014
Presenters:
Tanaya Pal – Inside Sales
Jyoti Nimbalkar – Pre Sales Engineer

www.screen-magic.com

©All Rights Reserved

About Screen Magic
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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
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.


Agenda
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Overview of SMS on Workflows
5 Essential Use Cases of SMS Automation
Key Benefits
How to get started?
Q&A



SMS On Workflow
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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 workflow
Out-of-box integration with Salesforce Workflows.



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Automated Lead Nurturing



Lead Nurturing for a leading SAAS company
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SMS Automation helps you across all the stages of Lead Life cycle

Lead Nurturing with SMS
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Email Automation
• Send manual email to
prospects
• Call a long list of
Leads/Prospects
• Consumes too much time
and resources

Manual

• Send automated emails on
different stages of Lead
life cycle.
• Open rate of email is only
about 20%

• 3 out of 5 consumers
prefer marketing text
and other push
messages over other
forms of mobile
marketing
• Non intrusive and
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!!



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Case Management



Case Management
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Steaming Waters is a water boiler manufacturer.
They send instant Case notifications to customers and field
agents.
"Hi April,
Your complaint has been
registered. Our field
engineer - Dave will
resolve your issue within 2
working days.”


April registered a complaint via
SMS about her non functional
boiler.
"Hi Dave,
You have been assigned
Case# 4431245.
Issue# Boiler not working.
Contact# 6698034563.”


Case Management
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Field agents get instant notifications on
case allotment.
Reduce the response time in serving your
customers.
Our customers have experienced a
reduction in response times by almost
20%!!


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Appointment Reminders



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Bright Dental Corp is a chain of dental health
clinics. They send a messages to their patients
informing them about their appointments.
Bright Dental Corp sends SMS to
patients 24 hours before their
scheduled appointment.

“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.”



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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 ‘noshows'.


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Event Reminders



Event Management
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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.

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 management
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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.



5

Loan Approval Process



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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 Approval
Process in CRM


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Customers are informed instantly about any
pending or overdue items.
Keep your customer updated on every step of the
process.
Maintain a constant communication channel with
customers, thereby enhancing customer satisfaction.



Key Benefits
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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
with zero human intervention.
Saves time and precious resources.
Cut costs of Salesforce development for automating
your specific business processes



How to get started?
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Install SMS Magic Interact from Appexchange
Install SMS for Workflow Add-on Package
Get in touch with sales@screen-magic.com for pricing
details (It is free if you have an Interact subscription)
Use our resource center to set up your required
notifications!



Questions?
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Support co-ordinates:
Email - care@screen-magic.com
Skype – smsmagic
Twitter - @smsmagic
Phone - +91-20-41231010
Support timings - 4AM GMT to 10PM GMT, Monday to Friday



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