Salesforce Integration: What’s New at Salesmsg for July 2024

At Salesmsg, our Salesforce integration just keeps better. Check out our latest Salesforce features like mass texting, customizable layouts and actions for any objects and more.

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Text from Opportunity Object

Using Salesforce Lightning? Now you can send targeted text messages directly from the Salesforce Opportunity Object! This means you can instantly connect with one or more contacts via text. Plus, you can switch between different object types (Opportunity or Campaign) when sending mass texts. You can even test out advanced features in your text messages. For example, drop in emojis to add personality to your SMS campaigns. Personalize your texts and get easy tracking by adding merge fields and short URLs. Create quick texts for rapid-fire responses. Use our preview button on the Mass SMS Page to double-check your texts before you hit send - all inside Salesforce Lightning!

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Text from Opportunity & Campaign Objects

Love the original Salesforce Classic? Now you can send texts from the Opportunity and Campaign Objects. Send targeted text messages directly from these object types, just like you send an email campaign. Simply select contacts from the list view, and click to send mass text messages. No need to switch between tabs or apps. Track engagement metrics for each message sent, and view all related messages in the activity timeline. Plus, use merge fields to personalize your messages to boost your response rates.

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Tabbed View for Mass Texting

Imagine having a single button to send personalized texts to multiple contacts at once - just like sending an email campaign. Now you do inside Salesforce Lightning. With our new Tabbed View, you can group contacts by associated object (Account and Person) for seamless tracking of all your messages.

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Call Transcription in Salesforce Timeline

What if you could not only track your calls, but get a detailed record of each conversation? Now you can. With the latest Salesmsg-Salesforce update, you can view the call transcription in your timeline activity. When a recording is enabled in Salesmsg and the transcription feature is turned on, you'll be able to see a detailed transcript of every call - from makes and receives to voicemails and conference calls. With these new transcripts, you’ll be able to analyze key takeaways, identify areas for improvement, and optimize your sales strategy like never before.

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Settings for Any Object

No more manually setting up layouts and actions for each new Salesforce object. With our latest update, we're making it easy to customize your experience across multiple objects. Easily tailor-fit your workflow to any Person Account, Campaign, Opportunity, or Case. Our settings feature lets you do just that: Create custom layouts, add actions, and streamline your sales process — all without the tedious setup work.

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