NEW FEATURE ALERT – Find out how SMS automation is unlocking forgotten revenue for Tradesman?
Helen
started a topic
almost 8 years ago
CRM
and SMS integration
Businesses are finding
the combination of Contact Management Software CRM with SMS messaging can be
really powerful. No longer are they running separate systems they can track SMS
marketing campaigns instantly.
SMS marketing can be
used to set up automated reminders i.e. maintenance or follow up appointment
reminders or to up sell other products and services or special offers. 97% of
SMS messages are opened allowing businesses to really target their customers.
Don’t be left behind if you want to discover more about our
service why not trial icomplete CRM for FREE and see?
SMS
Generic and Customised Automation Reminders
Are
no-shows affecting your business? Do you end up calling customers and
have to remind them, every time they book an appointment?
icomplete SMS Automation is a great way to manage
online appointment scheduling system which helps you minimize no-shows, book
more appointments and get more business done.
Set up Generic Automated SMS
Reminders.
This
type of reminder is popular when you are simply notifying, confirming or
reminding a client of a service, maintenance or appointment reminder. Here is a typical example of a generic SMS
i.e.
Hi there, just to let you know the engineer is on
his way and will be with you shortly from the Stay Warm Heating Team.
Easy
to set up let us know the message and for £25 + vat we will set this up to
automatically send a text based on date stamp and time rule you set.
Customised Automated SMS Reminders:
SMS
reminders can be personalised. Set the date you want the SMS to go out
inside a contact record and we will do the rest so it goes out automatically.
1.Can I
pull client name, engineers name and time into an SMS appointment reminder
automatically?
2.Yes, we can set up data fields
to personalise or pull out customer or client name i.e. name of the engineer,
therapist calendar who will be doing the treatment and the time so you do not
need to worry.
Example
of customised SMS reminder can have data
fields inserted see square bracket information below which gets pulled in from
custom fields row inside a contact.
Dear
[FIRSTNAME], Your Heating Engineer, [ENTER ENGINEER NAME], will arrive tomorrow
at [ENTER TIME SLOT ] to do an annual service of your gas boiler as arranged.
Please ensure that someone will be there to give him access. Please do not
reply to this text.
The
message your customer will receive will be:
Hi John Your Heating Engineer, Bob Myers, will
arrive tomorrow at 9am to do an annual service of your gas boiler as arranged.
Please ensure that someone will be there to give him access. Please do not
reply to this text From the Staywarm Team,
To set up CUSTOMISED SMS marketing messaging (Up to
160 characters in the text message accounts for 1 x SMS
To set up CUSTOMISED SMS marketing
messaging (Up to 160 characters in the text message accounts for 1 x SMS
Costs £100 + vat set upand then the cost to send each
SMS:
10p per SMS up to 500
8p per SMS from 501-1000
6p per SMS from 1001+
SMS
Generic and Customised Automation Promotions
This is a very popular feature
with clients using icomplete CRM for a number of reasons:
Marketing:
Whatever your business it is
great to prompt old clients who haven’t visited you for a while into a special
offer to get them back. Here are some examples:
Promote to old clients: i.e. MOT special offer, Boiler Need Servicing – special
price if book now, Nail promotion, Discount meal voucher on lunchtime menu.
To set up a GENERIC SMS marketing message(Up to 160 characters in the text message accounts for 1 x SMS - see image example). This would be a one-off text message.
Costs £25 + vat set upand then the cost to send each SMS:
10p per SMS up to 500
8p per SMS from 501-1000
6p per SMS from 1001+
If you send out promotions
regularly and want to be able to customise what is sent then we can set up
Automated Promotion.
To set up CUSTOMISED SMS marketing
messaging (Up to 160 characters in the text message accounts for 1
x SMS we would do this the same way as we have shown in the Customised
Automated SMS Reminder.
Costs £100 + vat set upand then the cost to send each
SMS:
Helen
CRM and SMS integration
Businesses are finding the combination of Contact Management Software CRM with SMS messaging can be really powerful. No longer are they running separate systems they can track SMS marketing campaigns instantly.
SMS marketing can be used to set up automated reminders i.e. maintenance or follow up appointment reminders or to up sell other products and services or special offers. 97% of SMS messages are opened allowing businesses to really target their customers.
Don’t be left behind if you want to discover more about our service why not trial icomplete CRM for FREE and see?
SMS Generic and Customised Automation Reminders
Are no-shows affecting your business? Do you end up calling customers and have to remind them, every time they book an appointment?
icomplete SMS Automation is a great way to manage online appointment scheduling system which helps you minimize no-shows, book more appointments and get more business done.
Set up Generic Automated SMS Reminders.
This type of reminder is popular when you are simply notifying, confirming or reminding a client of a service, maintenance or appointment reminder. Here is a typical example of a generic SMS i.e.
Hi there, just to let you know the engineer is on his way and will be with you shortly from the Stay Warm Heating Team.
Easy to set up let us know the message and for £25 + vat we will set this up to automatically send a text based on date stamp and time rule you set.
Customised Automated SMS Reminders:
SMS reminders can be personalised. Set the date you want the SMS to go out inside a contact record and we will do the rest so it goes out automatically.
1. Can I pull client name, engineers name and time into an SMS appointment reminder automatically?
2. Yes, we can set up data fields to personalise or pull out customer or client name i.e. name of the engineer, therapist calendar who will be doing the treatment and the time so you do not need to worry.
Example of customised SMS reminder can have data fields inserted see square bracket information below which gets pulled in from custom fields row inside a contact.
Dear [FIRSTNAME], Your Heating Engineer, [ENTER ENGINEER NAME], will arrive tomorrow at [ENTER TIME SLOT ] to do an annual service of your gas boiler as arranged. Please ensure that someone will be there to give him access. Please do not reply to this text.
The message your customer will receive will be:
Hi John Your Heating Engineer, Bob Myers, will arrive tomorrow at 9am to do an annual service of your gas boiler as arranged. Please ensure that someone will be there to give him access. Please do not reply to this text From the Staywarm Team,
To set up CUSTOMISED SMS marketing messaging (Up to 160 characters in the text message accounts for 1 x SMS
To set up CUSTOMISED SMS marketing messaging (Up to 160 characters in the text message accounts for 1 x SMS
Costs £100 + vat set up and then the cost to send each SMS:
10p per SMS up to 500
8p per SMS from 501-1000
6p per SMS from 1001+
SMS Generic and Customised Automation Promotions
This is a very popular feature with clients using icomplete CRM for a number of reasons:
Marketing:
Whatever your business it is great to prompt old clients who haven’t visited you for a while into a special offer to get them back. Here are some examples:
Promote to old clients: i.e. MOT special offer, Boiler Need Servicing – special price if book now, Nail promotion, Discount meal voucher on lunchtime menu.
To set up a GENERIC SMS marketing message (Up to 160 characters in the text message accounts for 1 x SMS - see image example). This would be a one-off text message.
Costs £25 + vat set up and then the cost to send each SMS:
10p per SMS up to 500
8p per SMS from 501-1000
6p per SMS from 1001+
If you send out promotions regularly and want to be able to customise what is sent then we can set up Automated Promotion.
To set up CUSTOMISED SMS marketing messaging (Up to 160 characters in the text message accounts for 1 x SMS we would do this the same way as we have shown in the Customised Automated SMS Reminder.
Costs £100 + vat set up and then the cost to send each SMS:
10p per SMS up to 500
8p per SMS from 501-1000
6p per SMS from 1001+