Transformative Messaging within Zoho’s Ecosystem

As a highly-rated app on Zoho Marketplace, SMS-Magic seamlessly integrates into the Zoho CRM, creating a unified messaging platform that leverages the full power of Zoho’s capabilities.  Zoho CRM data easily integrates with messaging to transform generic conversations into personalized experiences.   

A Seamless Union of Convenience and Capability

SMS-Magic’s integration with Zoho elevates conventional messaging by offering a complete suite of features right where you need them—in your CRM. This seamless connectivity allows businesses to interact with customers via their preferred channels, such as WhatsApp and SMS/MMS, without leaving the Zoho interface. This native integration is the epitome of operational convenience, serving up a world-class customer experience directly from the comfort of your Zoho window or mobile device.

Harness a Full Suite of Messaging Features

With SMS-Magic, you are not just adopting an add-on; you’re elevating your Zoho CRM with a wealth of capabilities:

• Human-assisted and Automated Messaging: Engage in one-on-one conversations or automate interactions for efficiency and scale.
• Multichannel Messaging: Connect with up to 50,000 customers simultaneously across multiple channels for high-volume campaigns.
• Deep Zoho Integration: Fully integrated with Zoho’s contacts, conversations, tasks, agents, campaigns, and more for a 360-degree view.

Empowerment Through Mobile Messaging

In today’s fast-paced business environment, the ability to respond on the go is invaluable. SMS-Magic’s mobile app, available on both the App Store and Google Play Store, ensures your sales representatives and support agents can serve customers immediately, no matter where they are, directly from their smartphones.

Compliance and Consent Management: A Core Tenet

In the complex landscape of global communication, compliance with regulations like TCPA, GDPR, CCPA, and CASL is more than a necessity—it’s a cornerstone of trust. SMS-Magic’s built-in consent management controls on Zoho are a testament to the app’s dedication to upholding these standards, providing businesses with the tools to manage opt-in and opt-out processes effortlessly.

Data-Driven Insights for Strategic Engagement

The analytical horsepower of SMS-Magic extends beyond mere messaging. The app offers deep insights into response rates, delivery success, and compliance metrics, enabling businesses to make informed decisions and tailor their communication strategies for maximum impact.

BYON/BYOP: Flexibility at Your Fingertips

Understanding the diverse needs of businesses, SMS-Magic on Zoho provides the flexibility of Bring Your Own Number (BYON) and Bring Your Own Provider (BYOP) options, including popular carriers like Twilio, Vonage, and Sinch. This level of customization ensures that businesses can maintain their current communication infrastructure while leveraging SMS-Magic’s advanced features.

As a standout app on the Zoho Marketplace, SMS-Magic is more than just a messaging tool; it is a comprehensive communication solution that addresses the lifecycle CRM needs of modern businesses. By providing an integrated, insightful, and compliant messaging platform, SMS-Magic helps businesses unlock the full potential of their Zoho CRM, turning every interaction into an opportunity for growth and customer satisfaction.

SMS-Magic offers a clear pathway to success for organizations seeking to refine their customer engagement strategy. Visit the Zoho Marketplace today and discover how SMS-Magic can transform your CRM communications, delivering the results you need with the efficiency to help your business succeed.

Get to know all that we have to offer and more here.

How you implement conversational messaging, however, will depend on several factors. Here are our suggestions for evaluating your messaging readiness:

1. How many messages do you expect to send per month?
   SMS-Magic is a powerful tool, no matter how many messages you send, but our platform really shines as your volume increases. You can send thousands of text messages in just a few minutes, or you can send eye-catching multimedia files at a slightly slower pace. It’s easy to tailor your message volume to your goals and budget.

2. Do you work with a CRM like Salesforce or Zoho?
   If you send just a handful of messages each month, you can use SMS-Magic without using a customer relationship management tool like Salesforce or Zoho. If, however, you have conversations with more than a few clients or customers, a CRM can help you track your conversations, segment your delivery lists and customize your messaging campaigns. SMS-Magic is a top-rated partner for Salesforce and Zoho, and it integrates with them seamlessly.

3. Do you need to track all your conversations in one place?
   Once you’ve integrated messaging and your CRM, SMS-Magic will store all your messages to a single customer in one record. If you use a practice management tool like Litify, you can see the conversation history in Litify – there’s no need to open both applications. Accessing a conversation history allows contact centers to work more efficiently and reduces customer frustration. Customers don’t have to repeat their stories time and again because the conversation is available to the rep immediately.

4. Do all your employees need the ability to message?
   We can provide messaging access to all your employees – not just your marketing team – if that helps you respond to your customers faster. Some of the law firms that use SMS-Magic have found that empowering all their employees with messaging access allows their staff to respond to client questions and concerns, even if the lead attorney on the case is in court. The message history is available to everyone, so staff members can relay information to clients, follow-up on missing documents or send appointment reminders.

5. Do your employees need messaging access on the go
   The SMS-Magic Mobile App is a great solution when your staff members can’t be in the office. One of our customers, a property management company, has streamlined maintenance requests by converting to messaging. Tenants can use their preferred communication method to report maintenance issues, and staff members can respond promptly, even if they are visiting a property at the time. Because SMS-Magic is integrated into Salesforce for this customer, all conversations are stored for easy access back at the office.

You know how powerful conversational messaging can be. Your customers love it! They read 98% of the messages they receive and respond within three minutes to 95% of them. You can deliver a message at your convenience and your customer can respond at theirs.

Billions of people use messaging platforms like SMS, Facebook Messenger and WhatsApp – allowing them to make payments, talk to their bankers, and submit applications from their mobile phones. Conversational messaging has become the preferred business communication channel around the world.

Are you ready to switch to conversational messaging? We’d like to help make your decision easier. Our customer support team would love to show you how SMS-Magic can make reaching your customers easier and more effective with a demo or a free trial!

Billions of people use messaging platforms like Facebook Messenger, WhatsApp and SMS – allowing them to make payments, talk to their bankers, and submit applications from their mobile phones. Conversational messaging has become the preferred business communication channel around the world.

Now you have a chance to test drive the newly updated version of SMS-Magic!

If you already have created a sandbox environment, we would like to push an Early Release Preview to your sandbox in the next two weeks. We’d like you to try it and let us know what you think. Here’s all you need to do:

• If you have a sandbox in Version 1.68 now, do nothing. We’ll push the new release to your sandbox automatically.
• If you’d rather not play, send an email  to marketing@sms-magic.com to tell us to exclude your sandbox from the push.
• Be sure to save your work before the auto-push.

Once you’ve tried the new version of SMS-Magic, we need your feedback. We’ll give you some time to try the new release out, then we’ll send you an email with a feedback link. Your input will help us create a better product for you.

What’s New in the Early Release Preview?

SMS-Magic is known for sophisticated, easy-to-use APIs designed for CRMs like Salesforce and Zoho. The upgrades in the new release make those integrations even easier and give you more control over how you engage your customers.

• Enhanced User Experience: Personalize your user experience with additional role-based permission sets and organize the records detail page with conversation component resizing.
• Multimedia Conversations: Send bigger rich-media files over instant messengers and set Salesforce as the storage location for them.
• Tame the Templates: Enjoy quick access to org-wide templates from SMS-Magic Global Navigation.
• Find Your Conversation Flows: Search by “app name” or “PA-Key” and view process builders, workflows and flows linked with any Converse App.
• Launch Conversations at Scale: Manage multiple high-volume campaigns directly from SMS-Magic Global Navigation.
• Engage with Customers at the Right Time, Every Time: SMS-Magic’s Early Release Preview keeps track of your conversations from start to finish in a single thread – before or after you create the record. Modifying objects and templates? No problem. Your conversations are always on. You can immediately spot conversations assigned to you and keep them uninterrupted and synched with Salesforce at all times.
• Enjoy Stronger Compliance & Support: We’ve enhanced the back-end so you can track all SMS-Magic user activity in one place and access all activity logs when you need them. Configure opt-in and opt-out keywords, templated messages, and message tags. Maintain audit trails and enable reporting for multichannel compliance, opt-out rates, message delivery, and more. Have a question? Our support team is ready to help resolve any issues you encounter. You can turn on full- or limited-access to the support team for seven days at a time.
• Confidently Continue Conversations On the Go: You can spot new messages anytime, anywhere. The upgraded SMS-Magic Mobile App prominently displays how many unread messages you have. The app also lets you continue conversations from your mobile phone and tracks them in your CRM. You can share exact map locations in conversations to improve any in-person meeting experience.

The new release of SMS-Magic’s Early Release Preview is your perfect partner to power high-stakes conversational messaging for moments that matter. Help us make it the best it can be with your feedback. If you have questions, please contact customer support.

If you haven’t tried SMS-Magic yet, our customer support team would love to show you how SMS-Magic can make reaching your customers easier and more effective. Ask for a demo or a free trial!

As chief operating officer for Kwartler Manus, a personal injury law firm based in Philadelphia, Kwartler’s job is to help the firm’s staff convert prospects into clients. Often, he said, when people are seeking representation because of an injury, they contact several law firms to compare services and expertise. Law firms that can quickly connect with prospective clients have the best chance of earning their business.

When Kwartler started working with the firm three years ago, he realized that emails and phone calls were not the best way to start those relationships. He said it was difficult to get people on the phone.

“We’re all busy,” he said. “People can’t answer the phone right away or it’s inconvenient for them to return a message.”

Conversational text messaging, however, allows the firm to reach out quickly and personally. Clients can ask questions in a live interaction at their convenience.

Research about messaging shows that we prefer texts because globally we send 5 billion texts a day and open 98 percent of them. Conversely, we only open our emails 22 percent of the time, according to Gigaom. Research from Asurion shows that we look at our phones at least 96 times a day or once every 10 minutes or more. Kwartler knew that the firm’s prospective customers were just like the rest of us.

He said it was quickly apparent that his firm needed a conversational text messaging solution, and he contacted SMS-Magic. He chose SMS-Magic because it is integrated with Litify, his firm’s management software.

He was interested in getting the most out of both platforms by synching messaging with his management tools. He has had some advanced training with Salesforce and Litify and has become a Litify advocate. SMS-Magic is designed so that all client contacts are recorded in one place within the Litify environment. Anyone in the firm can see exactly what has been communicated, and they don’t have to open a second platform to do it.

“With SMS-Magic, we’re able to respond quickly to initial client queries via text,” he said. “We can start the conversation and tell the client who we are and then make sure we’re talking to the right person. It’s a conversation between the client and one person at the law firm. Clients really like the personalization.”

In addition to personalization, Kwartler Manus clients appreciate the quick response, as well as the opportunity to either move forward with their inquiry or end the contact altogether. And they really like handling it all without actually talking to anyone.

Everyone in the firm has a license to use SMS-Magic. “That way, if a principle or associate is in court, someone else can respond to the client,” Kwartler said.

Kwartler Manus doesn’t market by sending mass emails to potential clients. Instead, the firm includes space for phone numbers on ads and other materials prospective clients can return to the firm to indicate their interest. The firm uses phone numbers to contact prospects by text messaging.

“We wanted to start conversations.” Kwartler said, “So we wanted a texting platform that allowed us to have conversations with our clients. As a client’s case progresses, our staff can text them one-on-one.”

Working with SMS-Magic has been very easy, Kwartler said. He gives SMS-Magic high marks for creating a product that works well and then supporting it with engineers, developers and staff members who care about their customers.

“The SMS-Magic team responds to our texts right away,” he said. “They get back to us within an hour or two – at all times of day. When we’ve needed extra help, they’ve worked with us without the extra charges other companies use.”

After the dramatic initial increase in messages during the first three months – from 89 messages to 2,634 – Kwartler Manus has sent more than 182,850 conversational messages to its clients. The increase in usage has been steady and is currently averaging just under 7,000 messages a month. Kwartler said he couldn’t be happier with the integration of the two systems and the addition of messaging to the firm’s communications tools.

“Integrating SMS-Magic with Litify has given us a real competitive advantage,” he said. “It’s made life easier for our legal teams and has helped us serve our clients better.”

“I think the numbers will show that we’re converting more prospects and earning business we were leaving on the table before we made the switch,” he continued. “I highly recommend SMS-Magic to any law firm or company that needs fast, personal communication that’s trackable.”

If you’re interested in exploring how SMS-Magic can help you respond to your customers, book a DEMO or FREE TRIAL.