Text Where Deals Happen: SMS for Salesforce

Your sales reps need to connect with prospects now, not later. And if they're not texting, they're missing out on faster replies. People check their phones over 100 times a day, so why aren't your sales conversations happening there too? If your team is already in Salesforce, it's time to bridge that gap and start closing more deals.With our TextUs and Salesforce integration, now you can meet in the middle. Our latest integration allows individuals to text directly from Salesforce records, log conversations automatically, and add SMS actions to  automated workflows. No more copy-pasting, no more tab-switching, and no more missed deals.

Sales Happens Fast. Your Conversations Should Too.

There’s a disconnect in the sales process:

• Sales reps live inside Salesforce.
• Prospects and customers, on the other hand, live on text.

This gap can lead to slow response times, cold leads, and communication workflows that are frustrating for both reps and prospects. According to recent studies, 78% of customers buy from the first company that responds to their inquiry. The problem? Email gets buried, and calls often go to voicemail. But we've found that 98% of text messages are opened, with 95% read within just 3 minutes of being delivered. Texting is how people want to communicate today, but scaling these interactions while tethered to manual processes is why many companies avoid using SMS in their outbound strategy. That’s where TextUs comes in by fully integrating SMS into your Salesforce CRM. With TextUs, sales reps stop chasing conversations and start owning them in real time.

TextUs in Salesforce

TextUs forms a seamless bridge between Salesforce and your prospects, letting you manage all your SMS communication without leaving the CRM.

What TextUs Does Inside Salesforce:

1. Two-Way Texting from Salesforce RecordsSend and receive texts directly from Salesforce, no need for tab switching. This two-way texting integration means your sales reps can engage in real-time conversations with prospects right from a lead or contact record, without ever toggling between platforms. It streamlines communication, keeping your team focused and efficient.

2. Auto-Synced Text ConversationsEvery interaction is automatically logged into Salesforce, ensuring you’ll always have an up-to-date history of client communication. This eliminates manual data entry, prevents lost follow-ups, and ensures your team always has the full context of every conversation.

3. Add SMS Actions to Salesforce WorkflowsAutomate outreach by including SMS in your Salesforce workflows. From the initial stages of nurturing new leads to the critical moments of securing contract renewals, you can scale your entire communication strategy, ensuring every message remains both personal and timely

4. Rich Text FeaturesEngage with your leads through text campaigns, message templates, and link tracking, all integrated natively into Salesforce. You retain all the tools necessary for impactful, measurable outreach.

5. Quick Contact ImportBring Salesforce contacts into TextUs in seconds, ensuring your list is always up-to-date and ready for action.

Key Benefits:

• Eliminate Platform Juggling.

Empower your sales team to work smarter, not harder. Our direct integration means no more wasted time toggling between Salesforce and external texting apps. All conversations happen where your reps already work.

• Boost Pipeline Health with Rapid Responses.

The quicker you connect, the faster you close. Texting encourages instant replies, significantly accelerating your sales cycle. This keeps prospects engaged, opportunities moving, and your pipeline healthy and active.

• Achieve Workflow Harmony Through Centralized Communication.

Gain a complete 360-degree view of every customer interaction. By automatically logging all text messages in Salesforce, we ensure a unified communication history, simplify follow-ups, and create a truly seamless and efficient sales workflow.

Why Texting Matters for Sales Teams

Texting works. It’s that simple. But the challenge isn’t just texting effectively. It’s doing so at scale, seamlessly integrated within the workflows your team knows and depends on. Here’s why SMS wins for sales teams:

• Email Overload: Only 20% of emails are opened on average. Compare that to the near-instant readability of texts.
• Calls Go to Voicemail: We’ve all been there. People avoid phone interruptions. Texts, however, feel less intrusive.
• Texts Build Relationships: SMS feels personal. Whether it’s a friendly check-in or a follow-up to close a deal, texts get responses.

Don’t just reach out. Stand out.

With our Salesforce SMS integration, you can ensure that texting becomes part of your team’s workflow and not a frustrating, disconnected add-on.

Take the Leap Forward in Sales Communication

Your sales team already works hard in Salesforce. Your prospects are already texting. It’s time to meet them in the middle.Forget the frustrating juggle of inboxes and apps. No more slow response times holding your team back from closing deals. Instead, enjoy faster sales cycles, cultivate stronger client relationships, and maintain one true source of seamless communication, all directly within Salesforce.Tired of slow response times costing you deals? Request a free demo and start texting right where deals happen—in Salesforce.