Burst SMS Zoho CRM Integration
Streamline your Processes
Enhance Your Relationships
Unlock the Value of your Data
automate SMS communication from your CRM
HOW WILL THIS HELP ME?
Most people carry their phones with them day in, day out so it’s a very effective and direct method of communication. The majority of customers are receptive to communicating via SMS so along with being simple, personal and highly targeted, it outperforms most other mediums with a 98% open rate.
There are many applications, including appointment reminders, renewal alerts, delivery advice, feedback surveys and many types of mass SMS marketing. The benefits of having SMS integrated with Zoho CRM include single view of communication to & from your customers, automated messaging and tailored marketing campaigns.
Overview
Powered by Burst SMS, this Zoho CRM SMS widget will revolutionise the way you communicate with your leads, contacts, and accounts directly within your CRM platform. With Squirrel’s Custom SMS Widget, sending SMS messages has never been easier. Installable in just minutes, this widget effortlessly integrates into standard CRM modules, as well as custom modules.
There are a variety of use cases, message templates or free text options, merge fields for personalised content, automated scheduled sending or manual send. From within the widget, you’ll be able to:
- Select a view of records to send messages to
- Create personalised messages using templates with merge fields or craft one-off messages
- Schedule message delivery for optimal timing or send immediately
- Monitor usage with real-time counts of records and credits
- Identify invalid or unsubscribed records to maintain a clean contact list
- Preview messages before sending and add unsubscribe options for compliance
- Choose the phone number field in the module to send messages to
- Receive replies directly within the CRM’s SMS Records module
Our Custom SMS Widget opens up a world of possibilities for your CRM communication strategy. Seamlessly track the performance of your SMS campaigns, engage with leads and customers in real-time, and harness the power of SMS marketing to drive unparalleled engagement and ROI.
Ready to elevate your CRM experience with integrated SMS messaging? Let Squirrel guide you through the process and unlock the full potential of your customer communication strategy.
Key Features
Flexible message creation
Craft personalised messages using customisable templates with merge fields or opt for free-text composition for unique communication tailored to each recipient.
2-way communication
Engage in interactive conversations with recipients through two-way messaging capabilities, allowing for seamless communication flow and efficient resolution of inquiries or requests.
Seamless integration
Enjoy seamless integration with Zoho CRM modules, including Leads, Contacts, and Deals, as well as custom modules upon request, for effortless communication management within your existing workflows.
Enhanced record selection
Choose from a variety of views within your CRM to select specific records or segments for targeted messaging, ensuring relevance and effectiveness in your communications.
Advanced scheduling options
Schedule message delivery for optimal timing based on recipient preferences or campaign objectives, allowing you to reach your audience at the right moment for maximum impact.
Comprehensive analytics
Gain insights into message performance with real-time tracking of delivery rates, open rates, and response rates, empowering you to refine your messaging strategy and drive better results.