The Salesmsg x Salesforce one-pager describes a native SMS texting and calling integration for Salesforce.
Key features include:
Deep Salesforce Integration
Available on Salesforce AppExchange.
Supports Lightning and Classic.
Works with all Salesforce objects, including Contact, Lead, Opportunity, Campaign, Account, Case, and Person Account.
Access the Salesmsg widget directly within Salesforce to send and receive text messages without switching apps.
Communication Capabilities
Seamless two-way texting and calling.
Native Calling: Make and receive calls directly from Salesforce contact records with click-to-call, automatic logging, and recording.
Mass SMS: Send bulk text messages from List Views or individual records like Opportunities, Campaigns, Accounts, Leads, and Contacts.
Ringless Voicemail: Drop voice messages directly to contact voicemail boxes from various records or List Views without their phone ringing.
Rich Media Messaging: Send videos, images, GIFs, PDFs, and vCards.
AI-Powered Messaging: Features include smart response suggestions, typo elimination, tone adjustment, and transforming ideas into engaging messages.
Automation & Data Management
Workflows: Build customized SMS workflows with triggers like keyword responses or contact property changes to automatically send messages and nurture leads.
Salesforce Automation: Use Salesmsg Triggers and Actions to build automated workflows, such as sending SMS messages based on contact creation or updates.
Text-to-Flow: Automatically trigger Salesforce flows when contacts text specific keywords or call Salesmsg numbers.
Syncing: Seamlessly sync contact information (First Name, Last Name, Phone Number, and custom properties) between Salesmsg and Salesforce in real-time.
Timeline Events: All SMS, calls, and voicemails automatically log to Salesforce timelines, providing a complete conversation history.
Salesmsg also offers a mobile and browser app, international SMS support, built-in compliance, and Salesforce Sandbox support.
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