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Integrating Bulk SMS with Your CRM System


Integrating bulk SMS with your CRM (Customer Relationship Management) system can be a powerful way to communicate with your customers and increase engagement.

Here are some steps you can follow to integrate bulk SMS with your CRM:

  1. Choose a bulk SMS service provider: There are many bulk SMS service providers in the market. You need to choose a service provider that integrates with your CRM and provides the features you need, such as message scheduling, personalization, and reporting. EgoSMS allows API integration with various CRM systems. This makes it easy to automatically send messages to clients. Integrating SMS with your system helps save time doing various tasks like sending messages automatically in case a customer purchases something or joins the clientele.
  2. Configure the SMS service provider: After choosing a service provider, you must configure it to work with your CRM system. This may involve setting up an API connection between the two systems. An API integration is the connection between two or more applications, via their APIs, that lets those systems exchange data. API integrations power processes throughout many high-performing businesses that keep data in sync, enhance productivity, and drive revenue. Having each application properly connected so you can push any updated data from one to the other is obviously helpful.  In this case, API integration and automation also ensure data integrity across your stack without having to worry about versioning issues.
  3. Segment your customer data: To make your SMS campaigns effective, you need to segment your customer data into different groups based on location, purchase history, and interests. This will allow you to send targeted SMS messages to each group. This also helps the sales team know how to address each client based on their needs and other demographics.
  4. Create SMS templates: Create templates for your SMS messages. These templates should be personalized, short, and to the point. Since these messages are integrated, it is important to make sure that each message you send is personalised. Personalised messages make clients feel comfortable interacting with your business. It is also important to keep messages short and straight to the point so that the clients don’t get overwhelmed by unnecessary information. Make sure to include a call to action in each message. This will make interested clients look through your business for more information.
  5. Schedule your SMS campaigns: Use your CRM system to schedule your SMS campaigns. Choose the right time and frequency for your messages to ensure maximum engagement. Scheduling SMS messages to CRM systems can be a great way to streamline your communication with customers and improve their experience. Scheduling messages also means that employees save time that would be used to constantly send these messages and this improves productivity.
  6. Monitor and analyze your results: Use the reporting features of your SMS service provider and CRM system to monitor the performance of your SMS campaigns. Analyze the data to improve your future campaigns. Analysing data is important because it helps you realise any challenges faced and how to deal with them. This helps improve the messaging process if you need to.

Integrating bulk SMS with your CRM system can build stronger relationships with your customers and increase their loyalty to your brand. To know more about integrating your CRM with SMS visit here. To sign up for the EgoSMS platform, click here.

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