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Client CRM text messaging
SAGE is pleased to announce that the client text messaging capability is available to add on to SAGE Workplace.
Distributors can now communicate with their clients via text message (subscription required). From the CRM module, distributors can access the client text messaging feature through their client's profile. There they will see a new Messages tab, and each contact who is opted-in to receive text messaging, as well as the full text message history. This subscription add-on includes unlimited texting and is available to use by any of the users on within the account.
In order to send text messages to a client contact, distributors simply need to edit the contact, check the "Text messaging opt-in" box, and confirm that they have the authority to send text messages to that particular client's cell phone number. Clients will automatically receive a "Welcome" text and can opt out of text messaging at any time by simply replying STOP and the system will automatically update the settings in the CRM.
Text message threads are safely stored in the CRM, and they are sent from a system number as opposed to distributor users' individual cell phone numbers and kept in the CRM system as opposed to in personal cell phones. SAGE's text messaging system ensures continuity in client communications even amid team changes.
A list of new messages is displayed on the client's overview dashboard, in the snapshot area, or directly in the client's profile through the new Messaging tab. Account reps can also receive push notifications to their mobile devices when new messages arrive from clients.
FAQ's:
Q: What if a client calls the text messaging number?
A: A generic voice prompt tells customers to call the company. If it's a dedicated number, the call will be forwarded to your account's main phone number.
Q: If my service expires, can I still access existing messages?
A: Yes, all messages will remain in the "Messages" tab.
Q: Can I request a unique phone number?
A: Yes, you will need to provide your account advisor with additional information to process that request. It can take up to a week for the dedicated number to be activated.
Q: What happens if my text messaging service expires?
A: Texts will no longer come through and clients will get an auto-response saying that your company can no longer receive text messages.
Q: Will I lose my dedicated phone number?
A: The number will be kept for 75 days. If not renewed, then the number will be considered abandonded and can no longer be reclaimed.
Q: Can I text my client images?
A: Images can only be received but not sent at this time.
Q: Can I use client text messaging for marketing campaigns?
A: Client text messaging is for conversational communication only, so bulk text messaging is not allowed at this time.
Q: Why can't I opt-in a client for text messaging, but my distributor peer was able to opt-in the same client?
A: A client phone number can only be opted in one distributor account at a time.
Q: My client is texting me but why am I not getting notifications?
A: Push notification will be sent to your iOS or Android app. You will also need to make sure that the appropriate user is set as the "assigned account rep" for that specific contact.
For pricing, please contact your Account Advisor.
| Type: | Info | Publish Date: | 2/13/2025 11:50:07 AM |
| Applies To: | Online, Mobile | Last Updated: | 4/2/2025 5:27:04 PM |
| Platform: | SAGE Workplace | Expiration Date: |