SMS for Sales: Text Integrations to Help Your Work Flow

Technology is better when it works together—especially when it works to help you close more sales.

Here are three SMS integrations to speed up how you connect with leads during the sales process.

1. Microsoft Dynamics 365 Sales

Text directly from your Microsoft Dynamics 365 Sales account to connect with leads seamlessly.

Microsoft Dynamics 365 Sales tracks contact data to help you understand your leads better. Add text messaging to the mix, and you can do things like:

• Connect with leads immediately, instead of playing phone tag

• Sync your SMS contacts 

• Sync your SMS conversations

• Text directly from Dynamics using an SMS Chrome extension

All of this helps you save time, reduce stress, and bring in more revenue.

2. HubSpot Workflows

Include text messaging in Contact-based Workflows to hook leads. 

An SMS integration with HubSpot Workflows helps you automatically send texts whenever you need to based on a lead’s timing or behaviors, like:

• A lead signs up for your email newsletter, then gets a text welcoming them

• A lead doesn’t take any actions for two weeks, then gets a text encouraging them to re-engage

• A lead fills out a website form to get a quote, then receives a text letting them know a rep will get back to them shortly

• A lead schedules a consultation using a website form, then receives a text letting them know their time slot is secure, as well as what to expect during the meeting

All of these are examples of instant communication that encourages leads to continue taking actions that push them further down your sales funnel.

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3. SharpSpring

Automate SMS messages in SharpSpring Visual Workflows to move customers through your sales funnel.

SharpSpring offers Workflow automations similar to HubSpot to help capture leads.  When integrated with text messaging, you can create automated texts with merge fields after a lead takes a certain action. For example, if a lead fills out a website form for a quote:

"[Lead First Name], we’ve received your request for a [service] quote, and someone from our team will get back to you shortly using this number."

Merge fields like these add a personal touch that further captures a lead’s attention on top of your lightning-fast communication.

46% of consumers want to text businesses for sales inquiries. So the faster you connect with leads using SMS integrations like these, the more likely you are to convert them.

Want to dive deeper? Check out our SMS integrations.