Salesforce text messaging
SMS and eFax Guru is a robust 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. Private banking firms increasingly require a business texting solution to meet the needs of their clients. Texting has become the preferred form of communication in many industries, and private banking is no exception. The ability to quickly and securely send messages to clients, staff and other stakeholders is an invaluable asset that must be considered when choosing a business texting solution. They are looking for a solution that enables them to send, track, and manage text messages as needed.
SMS & eFax Guru is the most sophisticated and user-friendly solution. It supports Conversational SMS, Automated SMS, Bulk SMS, and HIPAA-compliant eFax. Conversational SMS can help private banks improve customer engagement and strengthen customer relationships. It provides an immediate, personal channel for banks to communicate with their customers. Customers can use SMS to ask questions, get account balances and transaction history, etc.
Bulk SMS is an excellent solution because it allows banks to send personalized messages to thousands of customers using dynamic templates. This enables banks to increase customer satisfaction by staying in touch, informing customers of changes, and informing them of new services or opportunities. Furthermore, SMS & eFax Guru automatically filters out invalid contacts and allows Salesforce users to send real-time/ scheduled Bulk SMS via reports.
Banks can use Automated SMS to set up a series of automated responses based on their needs, which triggers based on customer responses. Private banks can improve customer retention by sending timely, personalized messages via automated SMS. Additionally, automated SMS can help private banks keep track of customer interactions and preferences. By using automated SMS, private banks can increase customer engagement while decreasing costs. It also saves time and money for private banks.
eFax allows private banks to send, receive and manage documents securely, and quickly. With eFax, they can save money on paperwork, reduce their environmental footprint, and increase data security. Because eFax is HIPAA-compliant, it allows for the secure exchange of sensitive documents like credit reports, credit inquiries, and other bank account details.
With its fully customizable dashboard, banks can track the total number of SMS and eFax sent and received in real-time. They can send short codes, URLs, and MMS in addition to text messages and achieve a higher conversion rate. They can also use the same platform to look up phone number data such as caller name and carrier information. SMS inbox, incoming alerts, SMS bot, delivery receipt, dark hour, SMS opt-out, etc. features are available in this Salesforce secure messaging app. SMS & eFax Guru is mobile-friendly, and users can send SMS/eFax directly from the Salesforce1 mobile app. Contact info@cloudmaveninc.com for more information. Visit the Salesforce AppExchange to sign up for a free 30-day trial, and to know more, follow Cloud Maven, Inc. on LinkedIn, Twitter, and YouTube.
