10 ways to make the most of sms in dynamics 365

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David Cabaniuk

Ideas and examples on how you can use SMS within Microsoft Dynamics 365 to improve your customer communications.

Software

10 Ways to Make the
Most of SMS in Dynamics
365

WHY COMMUNICATE BY SMS
Business Perspective
Messages are read! 98% open rate
Customer Perspective
75% prefer business notifications by SMS

WHY COMMUNICATE BY SMS
SMS is a great communication channel to get
your message across!
Here's some ideas on how you can use SMS in
Dynamics 365

1) NOTIFICATIONS
✅ Instant Confirmations
✅ Builds Trust
✅ Prevents Queries
✅ Concise & Relevant
Dynamics has many trigger points to
automate SMS Notifications

2) CONVERSATIONS
✅ Discrete
✅ Get Answers Fast
✅ To The Point
SMS Conversations will save you time by
getting your answers quicker

3) INITIATOR
✅ Bulk SMS
✅ Save Time
✅ Engaged Contacts Focus
Reach out to 1000’s in one go, only spend
time on leads engaged with your messaging

4) MARKETING
✅ Bulk SMS
✅ Personalised
✅ Tracked
✅ Relevant
Reach out to 1000’s to advertise your
product. Track who’s clicking your links

5) APPOINTMENT REMINDERS
✅ Stay Informed
✅ Reduce No Shows
✅ Scheduled
✅ Reschedule
✅ Cancellation
Keep contacts informed about their
scheduled appointments to reduce no shows

6) BUILDING HYPE
✅ Generate Excitement
✅ Schedule In Advance
✅ Send On Mass
✅ Word Of Mouth Sells
Get people talking to help hit your
events capacity through hype building

7) FEEDBACK
✅ Ask On Mass
✅ Gain Understanding
✅ Make Improvements
✅ Handle Negativity
No ones perfect – feedback offers a
chance to improve

8) FOLLOW UPS
✅ Advertise
✅ Increase Revenue
✅ Schedule
✅ Closure
Use follow ups to offer additional products
and services or suggest rebooking dates

9) INBOUND CAMPAIGNS
✅ Text to Win
✅ Questionnaires
✅ Txt to Donate
Inbound SMS can be used to initiate an
action

10) INTERNAL COMMS
✅ Instructions
✅ Morale Boosting
✅ Confirmations
✅ Warnings
SMS doesn’t just have to be external facing.
Improve you internal communications

hello@txtsync.com
@TxtSync
WWW.TXTSYNC.COM/MICROSOFT-DYNAMICS
WHAT TO KNOW MORE?
Then check out our SMS integration into Microsoft
Dynamics and see how your business can benefit from
SMS

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10 ways to make the most of sms in dynamics 365

1. 10 Ways to Make the Most of SMS in Dynamics 365

2. WHY COMMUNICATE BY SMS Business Perspective Messages are read! 98% open rate Customer Perspective 75% prefer business notifications by SMS

3. WHY COMMUNICATE BY SMS SMS is a great communication channel to get your message across! Here's some ideas on how you can use SMS in Dynamics 365

4. 1) NOTIFICATIONS ✅ Instant Confirmations ✅ Builds Trust ✅ Prevents Queries ✅ Concise & Relevant Dynamics has many trigger points to automate SMS Notifications

5. 2) CONVERSATIONS ✅ Discrete ✅ Get Answers Fast ✅ To The Point SMS Conversations will save you time by getting your answers quicker

6. 3) INITIATOR ✅ Bulk SMS ✅ Save Time ✅ Engaged Contacts Focus Reach out to 1000’s in one go, only spend time on leads engaged with your messaging

7. 4) MARKETING ✅ Bulk SMS ✅ Personalised ✅ Tracked ✅ Relevant Reach out to 1000’s to advertise your product. Track who’s clicking your links

8. 5) APPOINTMENT REMINDERS ✅ Stay Informed ✅ Reduce No Shows ✅ Scheduled ✅ Reschedule ✅ Cancellation Keep contacts informed about their scheduled appointments to reduce no shows

9. 6) BUILDING HYPE ✅ Generate Excitement ✅ Schedule In Advance ✅ Send On Mass ✅ Word Of Mouth Sells Get people talking to help hit your events capacity through hype building

10. 7) FEEDBACK ✅ Ask On Mass ✅ Gain Understanding ✅ Make Improvements ✅ Handle Negativity No ones perfect – feedback offers a chance to improve

11. 8) FOLLOW UPS ✅ Advertise ✅ Increase Revenue ✅ Schedule ✅ Closure Use follow ups to offer additional products and services or suggest rebooking dates

12. 9) INBOUND CAMPAIGNS ✅ Text to Win ✅ Questionnaires ✅ Txt to Donate Inbound SMS can be used to initiate an action

13. 10) INTERNAL COMMS ✅ Instructions ✅ Morale Boosting ✅ Confirmations ✅ Warnings SMS doesn’t just have to be external facing. Improve you internal communications

14. hello@txtsync.com @TxtSync WWW.TXTSYNC.COM/MICROSOFT-DYNAMICS WHAT TO KNOW MORE? Then check out our SMS integration into Microsoft Dynamics and see how your business can benefit from SMS

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