CRM text messaging

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Issue:

Client CRM text messaging

Solution:

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. Images are supported, but one thing to note is that they can only be received but not sent at this time.

More Information:

For pricing, please contact your Account Advisor.

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