Salesforce SMS integration

Olivia Brownie
3 min readDec 10, 2022

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SMS and eFax Guru is a sophisticated business texting solution that allows you to send and receive SMS and HIPAA-compliant eFax from any Salesforce object. Cloud Maven, Inc., a Salesforce Certified ISV Partner and the 2021 Salesforce Partner Innovation Award recipient, has developed this solution. Architectural firms can use business texting solutions to streamline their communications securely and efficiently. Companies can use business texting solutions to send and receive messages on any device, allowing for better collaboration and customer service.

SMS & eFax Guru meets all of the requirements of architectural firms. The app includes Conversational SMS, Bulk SMS, Automated SMS, and eFax to help businesses get the most out of their texting tool. Architectural firms increasingly use Conversational SMS to improve their customer service and communication processes. Using two-way SMS conversation technology, architects can communicate with customers, share project updates, and collaborate in real-time. Customers can also provide timely project feedback, allowing architectural firms to respond quickly and accurately. This contributes to the preservation of customer satisfaction and loyalty, which is essential for success in any industry.

This mode of communication has numerous advantages, including quick responses, ease of access, and minimal effort. Clients can quickly respond to a message on their phone, and the conversation can be resumed at any time. Customers are more satisfied with this mode of communication because it allows them to interact with the business consultant more naturally. Bulk SMS is an efficient way for architectural firms to communicate with current and prospective clients. Architecture firms can easily promote their services and stay in touch with customers by sending hundreds of text messages to multiple people in a short time. Architects can also use Bulk SMS for marketing campaigns, such as offering discounts and promotions that would be impossible to offer via traditional method.

Automated SMS refers to text messages that are automatically sent to specific individuals or groups of people without human intervention. Automated SMS allows businesses to send messages quickly and easily, saving time and energy. It can help firms and clients communicate more effectively, allowing faster responses and more efficient project management. It can be used to send clients surveys or other feedback requests to gauge their satisfaction with the services provided. When it comes to delivering and receiving critical documents, architectural firms have a unique issue. This difficulty is solved by eFax, which allows for the quick transmission of documents between different parties. Architects can use eFax to deliver plans, drawings, and documents to clients, contractors, and advisers in a timely and secure manner. This saves time and ensures that deadlines are met by eliminating the need to wait for mail to be sent and received.

The app supports an SMS inbox feature that allows businesses to respond to messages without navigating to records, filter conversations based on user, and directly navigate to a record. Users can send/receive SMS and eFax directly from the Salesforce1 mobile app. Users can keep track of all SMS and faxes sent and received using an intuitive fully customizable dashboard. SMS opt-out, incoming alerts, SMS bot, dark hour, MMS, hosted SMS, etc features help businesses run more smoothly and effectively. All outbound/inbound messages are saved inside Salesforce under the parent object to have continuous access. The business texting app is available on Salesforce AppExchange for a 30-day free trial. To learn more, contact info@cloudmaveninc.com

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