Accelerate your sales cycle with SMS Integration for Dynamics 365
Send targeted SMS messaging straight to your customers’ pockets with our SMS Integration.
Magnetism’s SMS Integration for Dynamics 365 puts your messages directly in front of customers while they’re on the move. Deliver promotional messages, appointment reminders and invoice notifications direct from your CRM with SMS and skip the cluttered email inbox.
The SMS integration for Dynamics 365 is billed monthly at $375 USD.
How does the SMS Integration work?
Sending SMS with our Integration couldn’t be easier.
Create an SMS just like you’d create an Email or Phone Call from the Activities menu in Dynamics 365. You can then select any number of recipients from your Contacts, Leads or even Users within the system.
We know how important marketing and sales automation is, so you can also create SMS activities as part of an automated workflow to save time; keeping your customers’ attention and leads warms, and driving customer activity and the sales cycle forward.
Check out the video below to learn more:
Some of the key benefits of SMS Integration are:
Accelerate your sales cycle: SMS is one of the best ways to put your message directly in front of customers and leads. Get real-time attention and drive customer activity.
Simplify your communications: Set up automatic SMS workflows to streamline your processes, then track all your SMS conversations in the same place as your email.
Maximise your ROI: Connect to your customers with personalised messaging to enhance your marketing campaigns and achieve stronger results.
CASE STUDY: Silver Fern Farms and SMS Integration
The team at Silver Fern Farms needed a way for their suppliers; some of which are in remote locations with connectivity challenges, to not only be able to make bookings but also to receive confirmation of their booking, wherever they were.
They used Magnetism’s SMS Integration for Dynamics 365 to set up workflows that would message suppliers in relevant regions when collections for those regions were coming up. The suppliers’ replies would then be logged against the customer record and fed into the booking system.
Frequently Asked Questions
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Whether you are a business owner, marketer or CRM administrator, you’ll be able to use SMS to get closer to your customers. The SMS Integration is the ideal tool for any Dynamics 365 user looking for ways to reach users directly, promptly and personally.
If you are spending time sending templated messages that could be easily automated this is for you. If you have your customer conversations fragmented over emails, phone calls, texts and it’s hard to keep track of what has been said, this is for you.
For superior customer communications keep all your comms, confirmations, etc. all within your CRM -
Once installed, the SMS Integration adds an SMS Activity to your Activities menu within Timelines in Dynamics 365. You can then easily select one or more recipients from your contacts, leads or users and fire off personalised text messages with the press of a button.
Recipients can then reply by SMS and conversations will be logged in Dynamics 365 with options to integrate with further systems such as bookings.
SMS activities can also be included in automated workflows to maximise your promotional results by keeping leads active and driving customer activity. -
We can make our SMS Integration work with any telecoms company that makes their APIs available to us. We have a list of telecoms companies we have API connections ready for and are happy to add more based on your requirements.
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SMS is the best way to grab immediate attention from your customers, leads and contacts. People always have their phones at hand and are more likely to reply to text messages immediately, whereas they might put off emails until later.
Open rates for texts tend to be as high as 90% within 15 minutes of sending. Compare that to emails where open rates sit around 20%, for most industries, over several days.
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Our SMS Integration for Dynamics 365 can be set up quickly and easily with no need for a developer to get involved. If you have administrator rights and know your way around the CRM, set-up can happen in just a couple of hours or less.
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Of course. We're always here to help. Get in touch to join the trial sales@magnetismsolutions.com and we'll have our product specialist talk you through the SMS Integration.
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Our SMS Integration is designed to work as a direct connection between SMS and your CRM. It shouldn’t break anything, but if you’re worried, send an email to sales@magnetismsolutions.com and our Dynamics CRM experts can support you through the process.
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Don’t worry — unwinding the installation is a simple process and before you know it everything will be back to how it was before. Our integration shouldn’t get in the way of your data or your regular business activities.
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The SMS Integration is billed monthly at $375 USD.
About Magnetism Solutions
Magnetism is a Microsoft Gold Certified Partner with over 1500 CRM deployments. We're a bunch of really clever people who care about getting the right outcome for you which includes our Zero Failed Implementations promise.
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We work as one with our clients to help them realise their potential through our smart use of technology. Specialising in the Microsoft Power Platform and Dynamics 365 we unleash your potential, improve your productivity and enable you to create great relationships with your customers.
