Sms on Workflows- Your Key to Automated Business Communications

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SMS ON WORKFLOWS - KEY TO AUTOMATED BUSINESS COMMUNICATION

www.screen-magic.com ©All Rights Reserved

Date: 23rd October 2013

Presenters:Sandip More – CTOJyoti Nimbalkar – Customer Success Evangelist

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Agenda

Introduction How does it work? Use Cases How to get started? Q&A

© All Rights Reservedwww.screen-magic.com

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About Screen Magic

Screen Magic is a startup aiming to help businesses mobilize their communication on SAAS platforms. We have already joined hands with Salesforce and Zoho, the biggies of SAAS world.

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

Currently, 500+ businesses from various industry verticals are mobilizing their customer interactions using our solution.


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Introduction to SMS on Workflows

It's an add-on for the popular SMS Magic Interact application on Salesforce.

It enables you to automate your SMS communication during any intended junction of CRM workflow.

Out-of-box SMS Integration with Salesforce Workflow.


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Key Benefits

Automatically initiate interaction with contacts on any trigger/ event/ change that matters to the respective contacts.

Enablement to notify relevant people about upcoming business critical events and actionable items with zero human intervention.

Saves time and precious resources. Cut costs of Salesforce development for

automating your specific business processes.


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Typical Use Cases

• Lead nurturing through automated follow-up• Automated event reminders to registrants• Automated updates to campaign members

Marketing

… and more – We have not ceased to innovate, after all !!!


Pre-requisites

Before you start you need to have Salesforce Org

Enterprise or Unlimited Basic knowledge of Salesforce Workflow

http://www.salesforce.com/crm/sales-force-automation/workflow/

SMS Magic App installed on SF org SMS Magic Interact version 1.30 and above Get it from Appexchange or screen-magic.com/salesforce




http://screen-magic.com/salesforce

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How does it work?

Step 1 Step 2 Step 3

Create Workflow rule Create Workflow action When Workflow rule is satisfied, perform action

specified in Step 2

Salesforce Workflow Environment


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Salesforce Workflow environment

How does it work?

Step 1 Step 3 Step 4

Create Workflow rule Workflow action -‘Task’ as per specifications

When Workflowrule is satisfied,

create Task

SMS on Workflow Add-on Package

Step 2

Generate task configuration using our

point and click tool

Step 5

Pick up tasks and send SMS as per the

Configuration specified in Step 2

Salesforce Workflow Environment


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It works in three easy steps: Create a Salesforce Workflow rule. Use our point and click tool to generate a “Configuration

ID” (this configuration is used to identify what message needs to be sent).

Create a “Task” as the workflow action and provide the configuration ID in “Comments” section.

How to Send SMS on Workflows?


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ByJyoti Nimbalkar

Live Demo


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Auto “Welcome” SMS – Finance

"Hi Joe, Welcome to Big Money Finances. We look forward to serving you! -BMF Team

Joe checked out big money financials site for long term investments thus creating a lead.

Big Money Finances is an investment consultancy that advices its customers of the best investment options. They send a welcome message for every new lead created.


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Complaint Registration – White Goods

Steaming Waters is a water boiler manufacturer. They send a message to their field engineer of a particular area and customer when a case is created.

April registered a complaint via email about her non functional boiler.

"Hi April, Your complaint has been registered. Our field engineer - Dave will resolve your issue within 2 working days.”

"Hi Dave,You have been assigned Case# 4431245.Issue# Boiler not working. Contact# 6698034563.”


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Event Reminder Campaign– NFPs

Green Folks is a NFP with a focus on forest conservations. They send a message to all their volunteers to inform them about upcoming events.

“Hi<name>, Save Forests Charity Marathon will begin from Duke's point on Sunday 7th June at 6:00 am. Report latest by 5:15 am for the event briefing at Duke's point.”

Green Folks sends SMS to it’s volunteers informing them of the pre-event briefing for a charity marathon.


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Dependencies & Limitations

It can only be used with objects where you have a mobile number & where a “Task” can be created.

You can send up to 3000 SMS messages at once.

SMS templates can only contain fields from the object on which SMS is being sent.

Actual execution of “Tasks” depend on the number of jobs present in your queue.


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How to get started?

Install SMS Magic Interact from Appexchange Install SMS for Workflow Add-on Package Get in touch with [email protected]

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

Use our resource center to set up your required notifications!


mailto:[email protected]

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Reach us: Email – [email protected]

Skype – smsmagic

Twitter – @smsmagic

Phone – +18885681315 (Toll-free)

Support timings – 4am GMT to 6pm GMT, Monday to Saturday

Questions?


Self Improvement

Sms on Workflows- Your Key to Automated Business Communications