SMS Magic for Salesforce1: Features and Essential usecases

SMS MAGIC FOR SALESFORCE1
www.screen-magic.com ©All Rights Reserved
Date: 25th
March 2014
Presenter:
Neelabh Shrivastava – Associate Product Manager

Agenda
◻ Introduction
◻ Salesforce1 Platform
◻ SMS Magic for Salesforce1
◻ Features and Essential Use Cases
◻ A glimpse of Improved UI
◻ How to get started?
©All Rights Reserved
www.screen-magic.com

About Screen Magic
◻ Screen Magic, a mobile media company mobilize
enterprise communication on SAAS platforms.
◻ SMS Magic Interact is a plug and play application for
Salesforce CRM. It enables 2-Way SMS/text
connectivity for businesses using SFDC.
◻ Currently, 600+ businesses from various industry
verticals are mobilizing their customer interactions using
our solutions.

Salesforce1 platform - Introduction

Salesforce1 and SMS Magic
Send SMS
Notifications
on the go!
In App
Notification for
Incoming
messages
SMS activity in
Chatter feed
Personalize your
communication
using templates

Sales Process1

SMS Magic for Sales Process
◻ HTM Inc. is a Company using Salesforce to
track, manage and communicate with their
prospects.
◻ Their Sales Executive, Steve wants to send a
follow up on a proposal sent to a prospect,
Chris a week ago.

SMS Magic for Sales Process
Steve (Sales Executive)
Searches for hot leads
Chris (Customer)
Hi Chris,
Just wanted to follow-
up on the proposal I
had sent you. Let me
know if you need
anything
else. Thanks, Steve
I would like to take
this proposal
ahead. Can you
give me more
details on this?
Creates a new opportunity

How it can improve Sales process?
◻ Send appointment reminders/ Follow-up
messages.
◻ Get instant notification of customer’s response.
Act immediately & reduce your response time.
◻ Respond to customer queries on the go.

Customer Service – Field agents2

Salesforce1 for Customer Service

SMS Magic for Customer Service
◻ Nova Enterprise is a Company providing
solutions for Laptop maintenance
◻ They are using SMS Magic as part of their
Customer service process.
◻ Customers send a SMS with their problem to
their response number and a case is
automatically logged in Salesforce.

SMS Magic for Customer Service
Nick (Customer )
I am having issues with my
laptop. I had installed a new
software and now my
system keeps on rebooting
Harris - (Field Agent)
Hello Nick,
Can you try booting your
system in safe mode and do
a system restore? If this
does no work I can come
down and have a look at it
this evening. Thanks, Harris
Thanks! That did work!

How it can improve Customer service?
◻ Update customers about real time resolution
status of their query/issues.
◻ Confirm/reschedule appointments
◻ Reduce delay in communication.
◻ Solve customer cases even when you are on
the move.

Key Benefits of SMS Magic
◻ Two way, time sensitive communication.
◻ Keep in touch with your customers on the go.
◻ Single click process of sending messages.
◻ All communications are logged in Salesforce
CRM!

Limitations
◻ Only works with objects which have “phone” or
“mobilephone” field
◻ Not available for bulk messaging

How to get started?
◻ Install SMS Magic Interact from Appexchange
◻ Install SMS Magic for Salesforce 1Add-on
Package from sms-magic.in
◻ Use our resource center to set up your required
notifications!
◻ Get in touch with sales@screen-magic.com for
pricing details (It is free if you have an Interact
subscription)

Support co-ordinates:
Email - care@screen-magic.com
Skype – smsmagic
Twitter - @smsmagic
Support timings - 4AM GMT to 10PM GMT,
Monday to Friday
Questions?

Thank You!

SMS Magic for Salesforce1: Features and Essential usecases

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