App Spotlight: Zoho CRM 2 Direct SMS

App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all of our apps, integrations, and extensions.

Zoho CRM 2 Direct SMS 

Send and receive up to 100 SMS messages from your Zoho CRM Leads, Contacts, and Potentials with the Direct SMS extension. Integrate Zoho CRM 2 Direct SMS to establish instant communication using customizable templates and data automation. Set up event reminders and keep logs of the usage with an opt-out feature embedded. 

Get Zoho CRM 2 Direct SMS

 Business needs 

  • Businesses need to communicate with their customers in the most effective and efficient way possible.
  • Handing multiple platforms for marketing purposes is a challenge for most sales reps, so they need something that can unify the channels and offer ease of use through automation and sophistication in data processing.
  • When there’s an issue, customer service reps and marketing professionals require an organized system that archives messages to their respective fields because digging through the conversational clutter is difficult.

Solution 

Reaching out to customers to market their product or service is a priority for every business. Using Direct SMS and Zoho CRM together can help you streamline your processes by keeping a record of replies and allowing you easy access to SMS messages right from your Zoho CRM.

Here are some key features you can leverage by integrating Direct SMS for Zoho CRM:

  • Direct SMS extension for Zoho CRM enables agents to send up to 100 SMS messages directly from Zoho CRM at a time.
  • Agents can send SMS messages from Zoho CRM Leads, Contacts, and Potentials—covering 360 degrees.
  • Communications made through the Direct SMS extension keep the whole conversation record in one place as support tickets, helping agents to track them in one click.
  • Customer support agents can leverage templates and field merging options from the CRM module to solve their needs for quick communication. Also, the opt-out feature ensures compliance with local laws.

Benefits 

  • Agents don’t have to switch to the Direct SMS dashboard to check replies received from customers from ongoing campaigns.
  • You can save time and effort on each campaign by sending messages in bulk and tracking replies right from your Zoho CRM.
  • Automation through scheduled messaging ensures communication, even on the go.
  • The plugin escalates the efficiency of the customer support team through personalized and templated messages. It keeps track of opted-out contact data, helping agents to redesign campaigns with more sophistication.

Get Zoho CRM 2 Direct SMS


Get the latest news on Zoho’s latest apps to simplify your work and increase productivity. Subscribe to the Marketplace Newsletter >

Leave a Reply

Your email address will not be published. Required fields are marked *

By submitting this form, you agree to the processing of personal data according to our Privacy Policy.

Related Posts