Initiate interaction with contacts automatically on any trigger/ event/ change that MATTERS to them. Be it Campaign or any Incoming SMS, SMS Magic for Workflow helps you automate your business communication.

1. 1
SMS ON WORKFLOWS - KEY TO AUTOMATED
BUSINESS COMMUNICATION
Date: 22nd October 2013
Presenters:
Neelabh Shrivastava – Associate Product Manager
Rahul Jain – Salesforce Developer
Reserved
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2. Agenda
2
Introduction
 How does it work?
 Use Cases
 How to get started?
 Q&A

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3. About Screen Magic
3
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Screen Magic is a startup aiming to help
businesses mobilize their 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.
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4. 4
Introduction to SMS on
Workflows



It's an add-on for the popular SMS Magic
Interact application on Salesforce.
It enables you to automate your SMS
communication during any intended junction of
CRM workflow.
Out-of-box SMS Integration with Salesforce
Workflow.
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5. Key Benefits
5


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Automatically initiate interaction with contacts on
any trigger/ event/ change that matters to the
respective contacts.
Enablement to notify relevant people 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.
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6. Typical Use Cases
6
Customer Care
• Lead nurturing through
automated follow-up
• Automated event
reminders to registrants
• Automated updates to
campaign members
Marketing
• Send SMS updates to
customer about case
status
• Send Payment
notification to customers
• Greet customers on
special occasions /
events
• Set SMS alert to field
agents on case
allotment/escalation
• Reminders to field
force about upcoming
events, quarter end etc.
Field Force
… and more – We have not ceased to
innovate, after all !!!
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7. Pre-requisites
Before you start you need to have

Salesforce Org
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Basic knowledge of Salesforce Workflow
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Enterprise or Unlimited
http://www.salesforce.com/crm/sales-force-automation/workflow/
SMS Magic App installed on SF org
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SMS Magic Interact version 1.30 and above
Get it from Appexchange or screen-magic.com/salesforce
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8. How does it work?
8
Salesforce Workflow Environment
Step 1
Step 2
Create Workflow rule
Create Workflow action
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Step 3
When Workflow rule is
satisfied, perform action
specified in Step 2
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9. How does it work?
9
Salesforce Workflow environment
Salesforce Workflow Environment
Step 1
Step 3
Step 4
Create Workflow rule
Workflow action „Task‟ as per
specifications
When Workflow
rule is satisfied,
create Task
SMS on Workflow Add-on Package
Step 2
Generate task
configuration using our
point and click tool
Step 5
Pick up tasks and send
SMS as per the
Configuration specified
in Step 2
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10. How to Send SMS on
Workflows?
10
It works in three easy steps:

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Create a Salesforce Workflow rule.
Use our point and click tool to generate a “Configuration ID”
(this configuration is used to identify what message needs
to be sent).
Create a “Task” as the workflow action and provide the
configuration ID in “Comments” section.
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11. 11
Auto “Welcome” SMS –
Finance
Big Money Finances is an investment
consultancy that advices its customers of the
best investment options. They send a welcome
message for every new lead created.
Joe checked out big money financials site for
long term investments thus creating a lead.
"Hi Joe,
Welcome to
Big Money Finances. We
look forward to serving
you!
-BMF Team
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12. 12
Complaint Registration – White
Goods
Steaming Waters is a water boiler manufacturer.
They send a message to their field engineer of a
particular area and customer when a case is created.
"Hi April,
Your complaint has been
registered. Our field
engineer - Dave will
resolve your issue within
2 working days.”
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April registered a complaint
via email about her non
functional boiler.
"Hi Dave,
You have been assigned
Case# 4431245.
Issue# Boiler not working.
Contact# 6698034563.”
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13. 13
Event Reminder Campaign–
NFPs
Green Folks is a NFP with a focus on forest
conservations. They send a message to all
their volunteers to inform them about
upcoming events.
Green Folks sends SMS to it‟s
volunteers informing them of the
“Hi<name>,
Save Forests Charity Marathon will begin
pre-event briefing for a charity
from Duke's point on Sunday 7th June at
marathon
6:00 am.
Report latest by 5:15 am for the event
briefing at Duke's point.”
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14. Dependencies & Limitations
14
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It can only be used with objects where you have
a mobile number & where a “Task” can be
created.
You can send up to 3000 SMS messages at
once.
SMS templates can only contain fields from the
object on which SMS is being sent.
Actual execution of “Tasks” depend on the
number of jobs present in your queue.
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15. How to get started?
15


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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!
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16. Questions?
16
Support co-ordinates:
Email - care@screen-magic.com
Skype – smsmagic
Twitter - @smsmagic
Phone - +91-020-41231010
Support timings - 4AM GMT to 6PM GMT, Monday to Saturd
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