CRM and SMS integration


Businesses are finding the combination of Contact Management Software CRM with SMS messaging can be really powerful. No longer are they running separate systems they can track SMS marketing campaigns instantly.

 

SMS marketing can be used to set up automated reminders i.e. maintenance or follow up appointment reminders or to up sell other products and services or special offers.  

 

98% of SMS messages are opened allowing businesses to really target their customers.

 

 

SMS Generic and Customised Automation Reminders

 

Are no-shows affecting your business?  Do you end up calling customers and have to remind them, every time they book an appointment? 

 

SMS Automation is a great way to manage online appointment scheduling system, which helps you minimise no-shows, book more appointments and get more business done.   

 

1. Set up Generic Automated SMS Reminders:

 

This type of reminder is popular when you are simply notifying, confirming or reminding a client of a service, maintenance or appointment reminder. Here is a typical example of a generic SMS i.e.

 

Hi there, just to let you know the engineer is on his way and will be with you shortly from the Stay Warm Heating Team.

 

Cost to set up Generic Automated SMS Reminder: 


This type of 'generic' SMS can be set up for £25 + VAT we will set this up to automatically send a text based on date stamp and time rule you set.

 

2. Set up Customised Automated SMS Reminders:

 

SMS reminders can be personalised.  Set the date you want the SMS to go out inside a contacts record and we will do the rest so it goes out automatically.

 

Pull in merge fields into the SMS such as a client's name, engineers name etc, day and time of an appointment or delivery

 

Please see below an example of customised SMS reminder that has data fields inserted into the SMS (please see square bracket information) which is pulled in from the custom fields row inside a contacts record:  

 

 

The SMS message would be sent out as:  

 

Dear [FIRSTNAME], Your Engineer [ENTER ENGINEERS NAME], will arrive tomorrow at [ENTER TIME SLOT ] to do an annual service of your gas boiler as arranged. Please ensure that someone will be there to give him access. Please do not reply to this text from the Staywarm Team. 

The message your customer will receive will be:


Hi John Your Engineer, Bob Myers, will arrive tomorrow at 9am to do an annual service of your gas boiler as arranged. Please ensure that someone will be there to give him access. Please do not reply to this text From the Staywarm Team.

 

 

Cost to set up Customised SMS Messaging

 

The cost to set up a customised SMS message where merge fields are pulled into the content of the SMS is £100 + VAT. 

 

Thereafter the cost to send out the SMS message (based on a message with up to 160 characters) is charged as follows: 

 

10p per SMS up to 500 messages per month

 8p per SMS from 501-1000 messages per month

 6p per SMS from 1001+ messages per month

 

3. SMS Generic and Customised Automation Promotions



This is a very popular feature with clients using our CRM platform. 

 

Whatever your business it is great to prompt old clients who haven’t visited you for a while into a special offer to get them back. Here are some examples:

 

Promote to old clients: i.e. MOT special offer, Boiler Need Servicing – special price if book now, nail promotion, discount meal voucher on lunchtime menu.

 

Set Up Generic SMS Automated Promotions:

 

To set up a generic SMS marketing message cost £25 + VAT. 

 

The message is based on up to 160 characters in the text message which would be priced as follows: 

 

10p per SMS up to 500 messages per month

 8p per SMS from 501-1000 messages per month

 6p per SMS from 1001+ messages per month

 

 

Set up Customised SMS Auotmated Promotions:

 

To set up a customised automated promotion SMS where merge fields are pulled into the message this costs £100 + VAT to set up. 


The message is based on up to 160 characters in the text message which would be priced as follows: 

 

10p per SMS up to 500 messages per month

 8p per SMS from 501-1000 messages per month

 6p per SMS from 1001+ messages per month

 

Please contact our Support Desk for more information.