■Overview
This is a flow that sends template emails from SMSLINK based on Salesforce lead information.
■Recommended for
1. Sales and marketing personnel using Salesforce
・Those who want to efficiently approach leads by automatically sending SMS to leads that meet specific conditions
・Those who want to improve response speed to leads by eliminating the hassle of manual SMS sending
・Those who want to send personalized SMS based on customer behavior and attributes
2. Companies looking to strengthen communication with customers
・Those who want to increase engagement by increasing touchpoints with customers
・Those who want to utilize SMS for lead nurturing and improving customer satisfaction
■Benefits of using this template
Salesforce is a very powerful tool for customer management, but timely communication in the process from lead acquisition to deal conversion is essential for improving conversion rates. However, the task of sending template emails from SMSLINK at the appropriate timing based on lead information is burdensome if done manually and carries the risk of missed responses.
By utilizing this flow, template emails are automatically sent from SMSLINK according to changes in lead status, so personnel do not need to perform manual sending tasks, greatly improving operational efficiency and reducing the risk of human error.
■Notes
・Please integrate both Salesforce and SMSLINK with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation and data connection of the set flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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