Integration of SMS shipping with CRM

Templates are previously defined messages that, as the system administrator, you can customize for users. You can use these patterns when you want to send an SMS to a specific contact. Using a template does not limit the possibility of editing it before sending, which significantly reduces the time needed to perform repetitive tasks.

Short codes in SMS messages can be used in created templates, which significantly speeds up the process of creating repetitive messages. Thanks to them, it is possible to encode contact information, such as contact details or address, which allows the content of the message to be tailored to a specific recipient. This type of personalization not only saves time, but also helps you communicate more effectively with users by delivering more personalized content.

Thanks to defined SMS templates, you can send messages automatically when specific action trigger conditions are met. To learn more about automation in the SalesWizard CRM system, I encourage you to read additional information available on the pages of the Functionalities section.

Depending on the Subscription Plan you choose, your SMS sender name is SalesWizard or another name you define. Assigning the sender’s name requires your consent expressed in the declaration that we present to the shipping operator – SMSapi.pl. Your sender name cannot be longer than 11 characters!

In SalesWizard CRM, we use integration with SMSapi.pl to send SMS and MMS messages. If you want to use a different operator, ask us about individual integration modifications.

Integration of SMS with CRM involves connecting the SMS sending service with the CRM system. Thanks to this, users can manage sending SMS messages without having to use external applications or platforms. Integration allows you to send messages directly from the CRM system, which promotes effective communication with customers.

The benefit of integrating SMS with the CRM system is to improve the process of communication with customers by being able to send text messages directly from the CRM platform. Thanks to this, it is possible to better manage contacts with customers and increase the effectiveness of marketing activities.

There are many popular SMS services that can be integrated with a CRM system. Examples include Twilio, Nexmo or Polish SMSAPI.pl. These services offer rich functions for managing the sending of SMS messages from the CRM platform, which enables efficient and effective marketing campaigns and customer service.

To send SMS messages from the CRM system, go to the sending function. Here you can create an SMS message yourself or use a previously created SMS template. In the SMS Campaign Module, it is possible to configure the sending of mass SMS messages from the CRM system, which allows you to effectively reach a large number of customers using short text messages.

To create templates for SMS messages to be sent from the CRM system, go to Settings / System / Templates and define the necessary templates there, including the title and content of the SMS message.

Configuring mass sending of SMS messages from the CRM system requires access to the SMS Campaign Module, which is only available in some SalesWizard CRM subscription plans. Here you can specify the recipient group, shipping conditions (adding tags, statuses and funnels), selecting appropriate message templates and scheduling the shipment. This makes it possible to automatically send personalized SMS messages to a large number of customers, which is an effective form of direct marketing.

In order to enable SMS sending automation in the CRM system, you must configure the automation by specifying the conditions (triggers) after which the system will automatically send SMS to specific recipients. The recipient may be either a Contact (customer) or a CRM system User. The trigger for sending an automatic message may be the opening or sending of an offer, a change in the order status, or a change in the process status. The entire list of available triggers can be found in the Automation Module in the CRM system. This makes it possible to increase the effectiveness of communication and customer service using automatically generated SMS messages.