Best SMS App for Salesforce

Olivia Brownie
3 min readMar 17, 2023

Corporate legal departments use SMS to send reminders to their in-house legal teams, and online Fax is used to communicate with outside counsel and other legal entities. They collaborate with several stakeholders, such as law firms, clients, and other departments within the organization. A sophisticated SMS tool enables secure, efficient, cost-effective communication and document management, which is critical for corporate legal departments. Moreover, business texting solutions enable legal departments to comply with regulations like the Telephone Consumer Protection Act (TCPA). These solutions also include opt-in and opt-out functionality to ensure that all communications comply with applicable laws. The business may be jeopardized if a texting tool does not comply with these regulations.

Best SMS App for Salesforce

Investigating their requirements, Cloud Maven, Inc. has developed SMS & eFax Guru, a cutting-edge tool for effective business communication. The firm is well-known for delivering industry-leading products, advisory, and Salesforce consulting services to enhance business growth. SMS & eFax Guru is a signature product that is simple to implement and use. The app supports SMS opt-in/out to adhere to the government’s TCPA guidelines. Businesses can also use the app’s dashboard to track SMS and faxes sent, received, opened, or responded to. The dashboard is simple to use and can be customized to meet the organization’s needs.

SMS and eFax Guru support several different forms of communication, including Conversational SMS, Bulk SMS, Automated SMS, and eFax. Conversational SMS enables the company to improve any discussion by allowing two-way communication. Legal departments can use it to communicate with clients, stakeholders, and other departments within the organization promptly and effectively. Legal departments can save time by sending Bulk SMS to multiple recipients simultaneously, eliminating the need to send individual messages. Bulk SMS is a form of instant communication that can quickly notify employees, clients, and other stakeholders of important legal updates, court dates, or other critical information. SMS & eFax Guru users can send customized SMS messages by selecting from predefined templates rather than typing them manually. Automation is possible with the application’s workflow, process builders, API, and triggers. When a client or stakeholder responds, legal agencies can configure a series of automated responses to be triggered.

eFax provides encrypted and secure transfer of sensitive legal documents and is HIPAA-compliant, ensuring the privacy of critical information. Legal departments can send contracts and agreements for signature via eFax to speed up the signing and approval process.

Legal businesses can use dynamic SMS templates to send texts without having to write them manually, and they can also include URLs in their texts. Compared to traditional phone numbers, the app allows you to send short code SMS for faster communication and response times. They can also send ringless voicemail and MMS messages by their business requirements. Legal firms can use business communication and improve client relationships by utilizing tools like hosted SMS, dark hour, dynamic templates, number lookup, delivery receipts, incoming alerts, and SMS dashboards. Because the app securely stores all sent and received texts within Salesforce, sensitive documents cannot be intercepted by anyone outside. The app is available on Salesforce AppExchange for a 30-day free trial. For any queries, contact info@cloudmaveninc.com

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