ProTips: 5 strategies to enhance your customer engagement with an SMS extension

It's crucial for every business to stay connected with customers and leads in every medium. Maximizing the potential of an SMS platform by integrating it with a CRM for customer engagement allows businesses to bridge communication gaps and enable seamless data syncs.

Here are five strategies that will help you leverage SMS communication in Zoho CRM for SMS campaigns and personalized messaging.

1. Automate follow-ups to boost efficiency  

Manually following up with leads can be time consuming. Automate follow-up messages based on triggers within Zoho CRM. It can be a reminder for a meeting, a thank you note after a sale, or a prompt to schedule a follow-up call. Automating the process ensures no opportunity slips through the cracks.

ProTip: Set up workflows in Zoho CRM to automatically send SMS messages at key stages in the customer journey. This not only saves time but also ensures consistent communication.

2. Personalize your SMS campaigns  

Generic messages can often feel impersonal, leading to lower engagement. By integrating your SMS platform with Zoho CRM, you can easily personalize each message with relevant customer details. Tailor your campaigns based on customer preferences, previous interactions, and other CRM data to create a more impactful communication experience.

ProTip: Use Zoho CRM's merge fields in your SMS templates to insert customer names, recent purchase details, or even custom fields that reflect the customer's unique preferences.

3. Segment your audience for targeted messaging  

Effective marketing hinges on sending the right message to the right audience. Zoho CRM's powerful segmentation tools allow you to divide your customer base into groups based on criteria such as purchase history, location, and engagement levels. You can then send targeted messages to each segment, ensuring your communication is relevant and timely.

ProTip: Combine Zoho CRM’s advanced filtering with an SMS extension to create highly specific segments. For example, you can target customers who haven’t made a purchase in six months with a special offer to re-engage them.

4. Opt for bulk messaging for urgent notifications  

Sometimes, you need to reach a large audience quickly for time-sensitive promotions, an urgent update, or a notification of a service outage. An SMS extension with a bulk messaging feature allows you to send messages to hundreds or even thousands of contacts in minutes.

ProTip: Use bulk messaging sparingly for high-impact messages to avoid overwhelming your contacts. Ensure your message is clear, concise, and includes a call to action.

5. Enhance engagement with multimedia messages (MMS)  

Sometimes, a text alone might not always convey the impact you need. An MMS can make your messages more engaging and memorable. A picture is worth a thousand words and can significantly enhance your communication’s impact.

ProTip: Use MMS to send personalized visual content, such as promotional flyers, product demo links, or event invitations.

To efficiently implement these strategies, integrate Zoho CRM with the ABR RingCentral SMS extension. Utilize the extension to connect, stay relevant, and watch your business grow through smarter communications.

Try ABR RingCentral SMS Extension for Zoho CRM

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