App Spotlight: Twilio extension for Zoho CRM

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Twilio extension for Zoho CRM

As a bidirectional messaging integration, the Zoho CRM to Twilio SMS extension connects Twilio SMS gateway with Zoho CRM and allows the agents to send and receive bulk SMS messages right from Zoho CRM using customizable templates.

Get Twilio extension for Zoho CRM

Business needs

  • A single, streamlined system that enables seamless text communication between customers and brands

  • Data synchronization between Zoho CRM and the Twilio SMS dashboard for simplified data management

  • Wider accessibility to let field agents access everything, even on the go

  • A sophisticated system to measure the performance of their SMS marketing campaign

  • Easy navigation through conversation history to find out issues and resolve them accordingly

  • An automated texting system to reduce keystrokes and prevent typing mistakes.

Solution

  • The Twilio SMS extension for Zoho CRM allows agents to send SMS messages directly to their customers’ mobiles without leaving Zoho CRM

  • Automated data synchronization keeps Zoho CRM up to date with the latest conversations and secured deals

  • Customizable templates and field merging features reward businesses with more spare time to focus on other operations while reducing the risk of typos.

  • Received replies get listed as support tickets for easy tracking and monitoring

  • The Twilio to Zoho CRM extension’s message scheduling option offers convenience in communication when businesses are trying to catch up with multiple events and marketing campaigns in a single day

Benefits

  • The ability to send and receive SMS messages right from the Zoho CRM results in boosted productivity. Additionally, sending SMS messages directly to the customers’ mobile phone increase the chance of closing more deals.

  • Businesses need to maximize efficiency; using the bulk SMS feature and individual messaging can save valuable business time and effort.

  • Sales reps can schedule messages, so the operation can still run if any of your reps are absent

  • Customizable templates come in handy when agents need to send repetitive messages to different clients

  • Twilio to Zoho CRM integration streamline the whole communication process through personalization, monitoring, and timely feedback

Get Twilio extension for Zoho CRM

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