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?

©All Rights Reservedwww.screen-magic.com

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.


Salesforce1 platform - Introduction

http://www.youtube.com/watch?v=rmvaIL24XWY

Salesforce1 and SMS Magic


Send SMS Notifications

on the go!

In App Notification for

Incoming messages

SMS activity in Chatter feed

Personalize your communication using templates

Sales Process1


Salesforce1 for Sales Process

http://www.youtube.com/watch?v=KR2IU90RSpc

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.


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.


Customer Service – Field agents2


Salesforce1 for Customer Service

https://www.youtube.com/watch?v=vNl69desxcY

http://www.youtube.com/watch?v=vNl69desxcY

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.


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.


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!


Improved UX in Salesforce CRM

Limitations

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

◻ Not available for bulk messaging


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 [email protected] for

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


https://sms-magic.in/?utm_source=presentation&utm_medium=Webinar&utm_campaign=SF1

mailto:[email protected]

Support co-ordinates:

Email - [email protected] Skype – smsmagic Twitter - @smsmagic Support timings - 4AM GMT to 10PM GMT,

Monday to Friday

Questions?


Thank You!


Self Improvement

SMS Magic for Salesforce1: Features and Essential usecases