Using SMS in Zoho CRM

Name: Using SMS in Zoho CRM
Rating: 4.1 (20 reviews)

Get critical messages to your leads and contacts via SMS

Created byJeremy Nagel

Last updated 9/2021

English

English [Auto],

What you'll learn

Use cases for SMS in Zoho CRM
How to choose the right SMS integration
How to send mass SMS campaigns
How to send automated SMS campaigns

Course content

6 sections • 19 lectures • 1h 6m total length

Intro to course0:53
Explore SMS integrations for Zoho CRM, evaluate messaging gateways, and learn to set up and send SMS at any scale, from single messages to thousands.
Pre-course check in
Intro to SMS in Zoho CRM12:11
Discover how sms in Zoho CRM boosts open rates, when to use sms vs email, and how to choose extensions, gateways, and inbox features for marketing, reminders, and support.
Do's and don'ts of SMS11:13
Master the do's and don'ts of SMS in Zoho CRM by crafting concise, personalized messages, using URL shorteners, timing by time zone, and compliant opt-out practices, with templated CRM integration.
SMS Gateways - which one is best?4:08
Compare SMS gateways for Zoho CRM by country and usage, considering dedicated numbers, monthly message volume, and integration, to optimize cost, ROI, and customer responses.
Introduction - Francisco0:31
Learn to use the smooth messenger extension to send and receive SMS in Zoho CRM, with guidance showing compatibility with other marketplace plugins.

Send out a templated message to a single contact0:55
Send a templated message to a single contact using the Tullio eSIMs extension for SA Sierra, selecting a template from the list or a record, then send.
Send out SMS to multiple contacts via the list view2:28
Send sms to multiple contacts from the list view across leads, contacts, and deals by selecting records, choosing a template or typing text, and review opt-in and campaign stats.
Send out SMS to multiple contacts via the bulk SMS screen2:58
Send mass SMS to thousands of contacts via the bulk SMS screen by filtering records, choosing a template or composing a message, and reviewing delivery stats and campaign costs.

Getting reply notifications - Sales Signals1:00
Explore how sales signals notify you of inbound sms in Zoho CRM with a bell icon, visible only to the record owner, and how to preview and reply from messaging.
Getting reply notifications - Create tasks1:30
Learn how the notification option two creates a task for inbound messages in Zoho CRM, and how replying completes the task and moves it from open to closed activities.
Getting reply notifications - Zoho Cliq1:20
Receive reply notifications from Zoho Cliq and reply from the same screen, see inbound messages with previews, and track all inbound and outbound messages in leads.
Getting reply notifications - Email to SMS1:49
Learn to receive email notifications and reply via the email screen with Zoho CRM’s SMS extension. Delete body and signature, then access a lead’s messaging thread to send an SMS.
Getting reply notifications - Chrome extension0:57
Demonstrates enabling inbound message verifications with a Twilio-based Chrome extension and accessing Zoho CRM records via popup notifications, then viewing live conversations from your phone.
Replying from the messenger widget1:14
Master replying to customers with the Tulley messaging widget in Zoho CRM. Select a record, choose the number or device, set notifications, then type and send your message quickly.
Replying from the inbox screen1:59
Reply from the inbox screen in Zoho CRM's SMS by viewing incoming messages in the replies section, confirming the recipient number, sending texts, and tracking follow-ups.
Replying via email2:30
Enable email-to-SMS in advanced settings to reply to SMS from your phone, with your email reply sent as an SMS after removing signatures.

Requirements

Zoho CRM account
Mobile phone

Description

Sick of your email marketing campaigns falling flat? Email is a very crowded channel and it's hard to land in your prospect's inbox. When done well, SMS can have a much higher open and engagement rate. In this short course, we show you how you can use SMS within Zoho CRM to improve customer service and close deals faster. We will cover what you should and should not do with SMS, how to choose the right SMS gateway and integration and give you some examples what's possible with templated SMS, inbound reply notifications and automation. Whether you want to send out an SMS blast to thousands of leads or you want to use a workflow rule to send out an SMS when a customer's order is ready, the possibilities are endless when you combine Zoho CRM with a quality SMS integration.

The course is presented by Jeremy Nagel, a veteran in the Zoho world along with his colleague, Francisco Campos, who has helped hundreds of Zoho customers integrate SMS. The pair have a wealth of knowledge about what works and what doesn't work when it comes to sending SMS inside Zoho CRM.

The course features examples from the SMS integration built by the team at Smooth Messenger to help you understand what's possible. Although the examples are specific, the concepts are broadly applicable to any of the 81 other SMS integrations on Zoho Marketplace.

We hope you enjoy this free course and look forward to hearing about how you plan to use SMS to supercharge your customer communications.

Who this course is for:

Zoho CRM administrators
Business Owners

Using SMS in Zoho CRM

What you'll learn

Explore related topics

Course content

Introduction5 lectures • 29min

Setting up integration with Smooth Messenger in Zoho CRM1 lecture • 8min

Sending manual SMS from Zoho CRM3 lectures • 6min

Replying to SMS8 lectures • 12min

Sending automated SMS from Zoho CRM2 lectures • 10min

Conclusion0

Requirements

Description

Who this course is for: