The Zoho CRM to Twilio SMS extension integrates the Twilio SMS gateway with Zoho CRM, allowing agents to send and receive bulk SMS messages directly from Zoho CRM via customizable templates.
The Zoho CRM to Twilio SMS extension integrates the Twilio SMS gateway with Zoho CRM, allowing agents to send and receive bulk SMS messages directly from Zoho CRM via customizable templates.
Business necessities
- A unified, streamlined text communication system for customers and brands.
- Data synchronization between Zoho CRM and the Twilio SMS dashboard to facilitate data management
- Increased accessibility so that field agents can access everything even when they are on the go
- A sophisticated system for measuring the success of their SMS marketing campaign
- Simple conversation history navigation to identify and resolve issues
- A texting system that automates keystrokes and eliminates typing errors.
Solution
- Agents can use the Twilio SMS extension for Zoho CRM to send SMS messages to their customers' mobile phones without leaving Zoho CRM.
- Because of automated data synchronization, Zoho CRM is always up to date with the most recent conversations and closed deals.
- Customizable templates and field merging capabilities free up time for businesses to focus on other tasks while reducing the risk of typos.
- Responses are saved as support tickets so that they can be tracked and monitored easily.
- When a company is trying to catch up on multiple events and marketing campaigns in a single day, the Twilio to Zoho CRM extension's message scheduling option makes communication easier.
Benefits
- Sending and receiving SMS messages directly from the Zoho CRM boosts productivity. Furthermore, directly sending SMS messages to customers' mobile phones increases the likelihood of closing more deals.
- Businesses must be as efficient as possible; using the bulk SMS feature and individual messaging can save time and effort.
- Sales representatives can schedule messages, allowing the operation to continue even if one of your representatives is unavailable.
- Customizable templates come in handy when agents need to send repetitive messages to different clients.
- The integration of Twilio and Zoho CRM streamlines the entire communication process by personalizing, monitoring, and providing timely feedback.