SMS Magic for Salesforce1: Features and Essential usecases

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Salesforce1 is the new social, mobile and cloud platform built to transform sales, service and marketing apps. It’s present a lot of opportunities for everybody from customers to admins. Keeping up with the latest wave, Screen Magic is launching a new application “SMS Magic 1”, congenial with this awesome platform. Rediscover a complete new way of sending out SMS messages in Salesforce with SMS Magic 1! In this webinar, explore - - How to use SMS Magic with Salesforce1 - Features of SMS Magic on Salesforce1 - Essential Usecases

Transcript of SMS Magic for Salesforce1: Features and Essential usecases

SMS MAGIC FOR SALESFORCE1

www.screen-magic.com ©All Rights Reserved

Date: 25th March 2014

Presenter:Neelabh Shrivastava – Associate Product Manager

Agenda

◻ Introduction◻ Salesforce1 Platform◻ SMS Magic for Salesforce1◻ Features and Essential Use Cases◻ A glimpse of Improved UI◻ How to get started?

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About Screen Magic

◻ Screen Magic, a mobile media company mobilize enterprise communication on SAAS platforms.

◻ SMS Magic Interact is a plug and play application for Salesforce CRM. It enables 2-Way SMS/text connectivity for businesses using SFDC.

◻ Currently, 600+ businesses from various industry verticals are mobilizing their customer interactions using our solutions.

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Salesforce1 platform - Introduction

Salesforce1 and SMS Magic

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Send SMS Notifications

on the go!

In App Notification for

Incoming messages

SMS activity in Chatter feed

Personalize your communication using templates

Sales Process1

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Salesforce1 for Sales Process

SMS Magic for Sales Process

◻ HTM Inc. is a Company using Salesforce to track, manage and communicate with their prospects.

◻ Their Sales Executive, Steve wants to send a follow up on a proposal sent to a prospect, Chris a week ago.

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SMS Magic for Sales Process

Steve (Sales Executive)

Searches for hot leads

Chris (Customer)

Hi Chris, Just wanted to follow-up on the proposal I had sent you. Let me know if you need anything else. Thanks, Steve

I would like to take this proposal ahead. Can you give me more details on this?

Creates a new opportunity

How it can improve Sales process?

◻ Send appointment reminders/ Follow-up messages.

◻ Get instant notification of customer’s response. Act immediately & reduce your response time.

◻ Respond to customer queries on the go.

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Customer Service – Field agents2

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SMS Magic for Customer Service

◻ Nova Enterprise is a Company providing solutions for Laptop maintenance

◻ They are using SMS Magic as part of their Customer service process.

◻ Customers send a SMS with their problem to their response number and a case is automatically logged in Salesforce.

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SMS Magic for Customer Service

Nick (Customer )

I am having issues with my laptop. I had installed a new software and now my system keeps on rebooting

Harris - (Field Agent)

Hello Nick, Can you try booting your system in safe mode and do a system restore? If this does no work I can comedown and have a look at it this evening. Thanks, Harris

Thanks! That did work!

How it can improve Customer service?

◻ Update customers about real time resolution status of their query/issues.

◻ Confirm/reschedule appointments◻ Reduce delay in communication.◻ Solve customer cases even when you are on

the move.

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Key Benefits of SMS Magic

◻ Two way, time sensitive communication.◻ Keep in touch with your customers on the go.◻ Single click process of sending messages.◻ All communications are logged in Salesforce

CRM!

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Improved UX in Salesforce CRM

Limitations

◻ Only works with objects which have “phone” or “mobilephone” field

◻ Not available for bulk messaging

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How to get started?

◻ Install SMS Magic Interact from Appexchange◻ Install SMS Magic for Salesforce 1Add-on

Package from sms-magic.in ◻ Use our resource center to set up your required

notifications!◻ Get in touch with sales@screen-magic.com for

pricing details (It is free if you have an Interact subscription)

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Support co-ordinates:

Email - care@screen-magic.com Skype – smsmagic Twitter - @smsmagic Support timings - 4AM GMT to 10PM GMT,

Monday to Friday

Questions?

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Thank You!

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