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World of Tomorrow: Text Enabling
Your Business Numbers Now
Never Miss an Opportunity to Communicate!
Mike Gilbert
Senior Account Director
Frank Lauria
EVP Sales & Business Development
Ashley Kaplan
Marketing Manager
Interactive Process
7/27/2017 © 2017 CSF Corporation 2
Ask us questions during the
presentation, and at the end we will
do a quick Q&A!
Use the chat window in the webinar
and type away!
Agenda
7/27/2017 © 2017 CSF Corporation 3
1) Who is CSF?
2) What is business texting?
3) Why text enable
4) Use cases
5) Types of numbers and codes
6) How it works
7) What’s needed (Messaging Hub & Texting Application)
8) Quick demo of CSF’s Messaging Hub and Conversations Portal
9) Customized marketing materials for you!
10) Q&A
Who is CSF?
7/27/2017
© 2017 CSF Corporation 4
CSF is the leader in toll-free number management, provisioning,
text enablement, and Least Cost Routing (LCR) software. With
over 100 RespOrg and Carrier Customers, our flagship software
product 8MS manages over 50% of all toll-free numbers, and
makes over 70% of all SMS/800 changes in the industry.
CSF acquired Aerialink to strengthen our texting portfolio by adding their
industry leading Messaging Hub, and Conversations Text Application Portal!
What is Business Texting?
7/27/2017 © 2017 CSF Corporation 5
Business
Landline
1-212-945-2860
Toll-Free
Numbers
1-800-290-1987
Short
Codes
89076
Number owner interacts with customer texts
using a web browser, mobile application, or any API
enabled system or process.
Why Text Enable?
7/27/2017 © 2017 CSF Corporation 6
Multi-modal communication utilizing voice and conversational
text is the World of Tomorrow! We’ll show you how to seize
this opportunity today before someone else does!
Make tomorrow, today
7/27/2017 © 2017 CSF Corporation 7
A Harris poll found that:
64% of consumers would prefer using texting over voice as a
customer service channel.
77% of young consumers, age 18-34, are likely to have a
positive perception of a company that offers texting.
81% of all consumers agree that it is frustrating to be tied to a
phone or computer to wait for customer service help.
Business texting use cases
7/27/2017 © 2017 CSF Corporation 8
Schedule
Appointments
Deliverables
Call-backs
Check Stats
Shipments
Balances
Applications
Troubleshoot
Technical support
File claims
Report issues
Inquire
Warranty claims
Service issues
Reservations/rates
Order
Place order
Request refills
Cancellations
Vertical market examples
7/27/2017 © 2017 CSF Corporation 9
 Restaurant business: Engage one-on-one with your customers. Text enable them to
make reservations, ask questions, and place orders. Build customer loyalty with
recurring subscription campaigns that offer promotions and reward programs.
 Insurance company: Insurance companies and their agents use MMS to streamline
the claims process by allowing their customers to text picture messages of their
damaged vehicles or other items. They can also use texting to keep their customers
updated on the status of a claim.
 Automotive dealership: Customer responsiveness is very important, which is why
dealerships use SMS to send text alerts to their customers to inform them when their
cars are ready for pickup. They can also set up live texting support to further improve
customer service and follow-up on sales opportunities.
 Real Estate business: Texting gives your real estate business a new and invaluable
tool. By setting up auto responders for each property, potential customers can receive
more detailed information instantly. Your agents can then follow-up by calling or texting
to establish a more valuable relationship based on the specific property of interest.
What numbers and codes to use?
7/27/2017 © 2017 CSF Corporation 10
Routes
Types
Standard
Numbers
Toll-Free
Numbers
Short
Codes
Number/Code
Format
1-XXX-YYY-ZZZZ 1-8XX-YYY-ZZZZ XXXXX or
XXXXXX
Ideal Application
for Number/Code
Peer to Peer
No Bulk
Application to Peer
Limited Bulk
Marketing & Bulk
No Restrictions
Susceptibility to
Carrier SPAM filter
Interruption
Medium Low Lowest
All text messaging must be OPT-IN and are subject to the Telephone
Consumer Protection Act (TCPA) and CAN-SPAM Acts.
Additional text-enabling factoids
7/27/2017
© 2017 CSF Corporation 11
 Voice and text network independence: Texts on a number travel on a separate
network path than voice communications, can be sent simultaneously with voice,
and can be completely independent from a carrier perspective.
 You can keep your existing voice carrier: Text enabling your existing landline
or toll-free number can be done by your existing voice carrier (if they offer
texting), or can be added by a different texting-only service provider.
 Industry voice & text registries keep your numbers safe: Industry registries
including Netnumber (landline), iConectiv (short codes), Somos SMS/800 Toll-
Free Number (TFN) Registry and Texting & Smart Services Registry (Toll-Free)
are used during the provisioning and text enabling process to ensure your
security and integrity
What’s needed to make it work?
7/27/2017 © 2017 CSF Corporation 12
Messaging Hub & Text Application
 The Messaging Hub provides the structure for the flow of text
messages between Mobile Network Operators, the Business Number
Owner, and Mobile End Users.
 The Messaging Hub intermediates the message traffic, providing
application connectivity over standard protocols, and provides the
reporting mechanism for transaction-based invoicing.
 Sending and receiving messages requires a Text Application, which can
be a web portal for conversational texting, or it can be automated using
flexible and extensible APIs.
Toll-Free Voice & Text Network Example
7/27/2017
© 2017 CSF Corporation
13
Messaging Hub
Text Application
Messaging Hub: Important Capabilities
7/27/2017 © 2017 CSF Corporation 14
Text Provisioning in One Comprehensive and Integrated White Label
Solution Gets You to Market Faster, and More Profitably
SAVE
TIME
A one-stop solution
supporting many
products and services
FEEL
CONFIDENT
A knowledge base and live
advisors with domain
expertise on regulation
and messaging +
SAVE
and hosted applications
MESSAGING TEXT INTERFACING PROVISIONING
A2P Route
US & Canada Short Codes
Localized Short Code, 2-way
Int’l Alphanumeric, 1-way
Location Neutral 8XX, 2-way
Localized Long Codes, 2-way
P2P Route
+1 US Standard Number
+1 Canada Standard Number
Location Neutral 8XX
API Resources
Messaging: SMS, MMS
Number Lookup: worldwide
Location Services: US
Protocols
HTTP (REST API)
SMPP
MM4 / MM7
Text Provisioning
Text-enable Landline DIDs,
Toll-Free, and Short Codes
Multi-Tiered White Label
Customer Setup and
Provisioning APIs
Applications
Conversations
Email2sms
Mobile2mobile
Selecting a Messaging Hub Partner
7/27/2017 © 2017 CSF Corporation 15
 High Availability Architecture & SLA
 Redundant and fault tolerant architecture
 High performance network with 99.95% service availability
 Speed
 Sub-second message processing/low latency
 No throttling
 Scalability
 Elastic framework with dynamic server extension
 Comprehensive High Performance APIs
 HTTP (REST API), SMPP, MM4 / MM7
 Multi-Tiered White Label Framework
 Supports Toll-Free, Landline DID, & Short Codes
 Responsive and Expert Support Team to help you succeed!
Text Application: Important Capabilities
7/27/2017 © 2017 CSF Corporation 16
CONCURRENT CONVERSATIONS
Engage in multiple concurrent Conversation
sessions.
FORWARDING, & TEXT2EMAIL
You don’t have to be in the application to receive
Conversations. Set your profile to automatically
forward them your email account. Reply using
email, and the platform converts it back to a text
for the customer.
BUILT FOR TEAMS
Administrators and Managers can view all agent
activity. Tailor it to your needs with
customizable agent groupings.
SHARED INBOX
Allows agents to take new conversations in the
queue. Transfer Conversations between agents,
groups, departments, claim ownership of a
conversation. Visibility to unassigned Conversations.
INTERNAL NOTES
Add internal notes directly into the conversation
thread. They are hidden so that only your team
can seem the comments.
DEVICE-FRIENDLY
Access from any web connected device or
desktop
QUICK REPLIES & AUTO REPLIES
Create and reuse canned responses. Built-in
spell checker and character counter. Set
auto-responses during after-hours.
ALERTS
Audio and visual alerts prompt you
when new messages come in.
FILTERING & SORTING
Powerful Conversation search and view
functionality is enhanced by the ability to save
searches for later use, and create an an inbox
according to your preferred view.
SUPPORTS MULTI LEVEL COMPANIES
Flexible configuration to support multiple groups,
teams, departments, units, locations and
functional areas.
SARBANES OXLEY
All Conversations are stored to create an audit
trail for comply with the Sarbanes-Oxley Act.
7/27/2017 © 2017 CSF Corporation 17
RECEPTIONIST HUB
First line of contact to quickly reply and
assess if the Conversation can be
handled at the hub, or if it should be
transferred to a group or individual.
CHERRY PICK
Team members cherry pick the
conversations from the shared inbox that
they can address. Filters and sorting
allow you to organize the views to best fit
your needs.
Conversations™ is flexible and easy to configure.
Your company has options for assigning incoming
messages through the following methods.
AUTO ASSIGN
A Group or Agent is associated with a phone
number that customers use to inquire about
a specific topic, department, product or
assigned representative. Incoming texts are
automatically routed to the assigned person
or group. Number + (Group or Agent) =
Routing.
New
Conversations
Assigned to Agent
Receptionist
Hub
Cherry Pick
Auto Assign
Conversation Assignment
Methods
Text Application: More Important Capabilities
Demo Time!
7/27/2017 © 2017 CSF Corporation 18
Marketing Materials Helping You Succeed!
7/27/2017 © 2017 CSF Corporation 19
Customizable marketing brochure! If you don’t sell your
customers texting someone else will!
Customize
colors
Your logo
here
About your
company
More Marketing Materials for You!
7/27/2017 © 2017 CSF Corporation 20
Customizable marketing video on texting coming your way this August!
Q&A
7/27/2017 © 2017 CSF Corporation 21
Ask us questions!
Use the chat window in the webinar
and type away!
Want more?
7/27/2017 © 2017 CSF Corporation 22
We can set up a one on one demo of the product for an in-depth look!
Please let us know, and we will set up a meeting!
Thank You
7/27/2017 © 2017 CSF Corporation 23
Mike Gilbert
Senior Account Director
Office: 732-302-0222 ext. 6610
Email: mgilbert@csfcorp.com
Frank Lauria
EVP Sales & Business Development
Office: 732-302-0222 ext. 6608
Mobile: 732-713-3562
Email: Frank.Lauria@csfcorp.com
Ashley Kaplan
Marketing Manager
Office: 732-302-0222 ext. 6611
Email: akaplan@csfcorp.com

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World of Tomorrow: Text Enabling Your Business Numbers Now

  • 1. World of Tomorrow: Text Enabling Your Business Numbers Now Never Miss an Opportunity to Communicate! Mike Gilbert Senior Account Director Frank Lauria EVP Sales & Business Development Ashley Kaplan Marketing Manager
  • 2. Interactive Process 7/27/2017 © 2017 CSF Corporation 2 Ask us questions during the presentation, and at the end we will do a quick Q&A! Use the chat window in the webinar and type away!
  • 3. Agenda 7/27/2017 © 2017 CSF Corporation 3 1) Who is CSF? 2) What is business texting? 3) Why text enable 4) Use cases 5) Types of numbers and codes 6) How it works 7) What’s needed (Messaging Hub & Texting Application) 8) Quick demo of CSF’s Messaging Hub and Conversations Portal 9) Customized marketing materials for you! 10) Q&A
  • 4. Who is CSF? 7/27/2017 © 2017 CSF Corporation 4 CSF is the leader in toll-free number management, provisioning, text enablement, and Least Cost Routing (LCR) software. With over 100 RespOrg and Carrier Customers, our flagship software product 8MS manages over 50% of all toll-free numbers, and makes over 70% of all SMS/800 changes in the industry. CSF acquired Aerialink to strengthen our texting portfolio by adding their industry leading Messaging Hub, and Conversations Text Application Portal!
  • 5. What is Business Texting? 7/27/2017 © 2017 CSF Corporation 5 Business Landline 1-212-945-2860 Toll-Free Numbers 1-800-290-1987 Short Codes 89076 Number owner interacts with customer texts using a web browser, mobile application, or any API enabled system or process.
  • 6. Why Text Enable? 7/27/2017 © 2017 CSF Corporation 6 Multi-modal communication utilizing voice and conversational text is the World of Tomorrow! We’ll show you how to seize this opportunity today before someone else does!
  • 7. Make tomorrow, today 7/27/2017 © 2017 CSF Corporation 7 A Harris poll found that: 64% of consumers would prefer using texting over voice as a customer service channel. 77% of young consumers, age 18-34, are likely to have a positive perception of a company that offers texting. 81% of all consumers agree that it is frustrating to be tied to a phone or computer to wait for customer service help.
  • 8. Business texting use cases 7/27/2017 © 2017 CSF Corporation 8 Schedule Appointments Deliverables Call-backs Check Stats Shipments Balances Applications Troubleshoot Technical support File claims Report issues Inquire Warranty claims Service issues Reservations/rates Order Place order Request refills Cancellations
  • 9. Vertical market examples 7/27/2017 © 2017 CSF Corporation 9  Restaurant business: Engage one-on-one with your customers. Text enable them to make reservations, ask questions, and place orders. Build customer loyalty with recurring subscription campaigns that offer promotions and reward programs.  Insurance company: Insurance companies and their agents use MMS to streamline the claims process by allowing their customers to text picture messages of their damaged vehicles or other items. They can also use texting to keep their customers updated on the status of a claim.  Automotive dealership: Customer responsiveness is very important, which is why dealerships use SMS to send text alerts to their customers to inform them when their cars are ready for pickup. They can also set up live texting support to further improve customer service and follow-up on sales opportunities.  Real Estate business: Texting gives your real estate business a new and invaluable tool. By setting up auto responders for each property, potential customers can receive more detailed information instantly. Your agents can then follow-up by calling or texting to establish a more valuable relationship based on the specific property of interest.
  • 10. What numbers and codes to use? 7/27/2017 © 2017 CSF Corporation 10 Routes Types Standard Numbers Toll-Free Numbers Short Codes Number/Code Format 1-XXX-YYY-ZZZZ 1-8XX-YYY-ZZZZ XXXXX or XXXXXX Ideal Application for Number/Code Peer to Peer No Bulk Application to Peer Limited Bulk Marketing & Bulk No Restrictions Susceptibility to Carrier SPAM filter Interruption Medium Low Lowest All text messaging must be OPT-IN and are subject to the Telephone Consumer Protection Act (TCPA) and CAN-SPAM Acts.
  • 11. Additional text-enabling factoids 7/27/2017 © 2017 CSF Corporation 11  Voice and text network independence: Texts on a number travel on a separate network path than voice communications, can be sent simultaneously with voice, and can be completely independent from a carrier perspective.  You can keep your existing voice carrier: Text enabling your existing landline or toll-free number can be done by your existing voice carrier (if they offer texting), or can be added by a different texting-only service provider.  Industry voice & text registries keep your numbers safe: Industry registries including Netnumber (landline), iConectiv (short codes), Somos SMS/800 Toll- Free Number (TFN) Registry and Texting & Smart Services Registry (Toll-Free) are used during the provisioning and text enabling process to ensure your security and integrity
  • 12. What’s needed to make it work? 7/27/2017 © 2017 CSF Corporation 12 Messaging Hub & Text Application  The Messaging Hub provides the structure for the flow of text messages between Mobile Network Operators, the Business Number Owner, and Mobile End Users.  The Messaging Hub intermediates the message traffic, providing application connectivity over standard protocols, and provides the reporting mechanism for transaction-based invoicing.  Sending and receiving messages requires a Text Application, which can be a web portal for conversational texting, or it can be automated using flexible and extensible APIs.
  • 13. Toll-Free Voice & Text Network Example 7/27/2017 © 2017 CSF Corporation 13 Messaging Hub Text Application
  • 14. Messaging Hub: Important Capabilities 7/27/2017 © 2017 CSF Corporation 14 Text Provisioning in One Comprehensive and Integrated White Label Solution Gets You to Market Faster, and More Profitably SAVE TIME A one-stop solution supporting many products and services FEEL CONFIDENT A knowledge base and live advisors with domain expertise on regulation and messaging + SAVE and hosted applications MESSAGING TEXT INTERFACING PROVISIONING A2P Route US & Canada Short Codes Localized Short Code, 2-way Int’l Alphanumeric, 1-way Location Neutral 8XX, 2-way Localized Long Codes, 2-way P2P Route +1 US Standard Number +1 Canada Standard Number Location Neutral 8XX API Resources Messaging: SMS, MMS Number Lookup: worldwide Location Services: US Protocols HTTP (REST API) SMPP MM4 / MM7 Text Provisioning Text-enable Landline DIDs, Toll-Free, and Short Codes Multi-Tiered White Label Customer Setup and Provisioning APIs Applications Conversations Email2sms Mobile2mobile
  • 15. Selecting a Messaging Hub Partner 7/27/2017 © 2017 CSF Corporation 15  High Availability Architecture & SLA  Redundant and fault tolerant architecture  High performance network with 99.95% service availability  Speed  Sub-second message processing/low latency  No throttling  Scalability  Elastic framework with dynamic server extension  Comprehensive High Performance APIs  HTTP (REST API), SMPP, MM4 / MM7  Multi-Tiered White Label Framework  Supports Toll-Free, Landline DID, & Short Codes  Responsive and Expert Support Team to help you succeed!
  • 16. Text Application: Important Capabilities 7/27/2017 © 2017 CSF Corporation 16 CONCURRENT CONVERSATIONS Engage in multiple concurrent Conversation sessions. FORWARDING, & TEXT2EMAIL You don’t have to be in the application to receive Conversations. Set your profile to automatically forward them your email account. Reply using email, and the platform converts it back to a text for the customer. BUILT FOR TEAMS Administrators and Managers can view all agent activity. Tailor it to your needs with customizable agent groupings. SHARED INBOX Allows agents to take new conversations in the queue. Transfer Conversations between agents, groups, departments, claim ownership of a conversation. Visibility to unassigned Conversations. INTERNAL NOTES Add internal notes directly into the conversation thread. They are hidden so that only your team can seem the comments. DEVICE-FRIENDLY Access from any web connected device or desktop QUICK REPLIES & AUTO REPLIES Create and reuse canned responses. Built-in spell checker and character counter. Set auto-responses during after-hours. ALERTS Audio and visual alerts prompt you when new messages come in. FILTERING & SORTING Powerful Conversation search and view functionality is enhanced by the ability to save searches for later use, and create an an inbox according to your preferred view. SUPPORTS MULTI LEVEL COMPANIES Flexible configuration to support multiple groups, teams, departments, units, locations and functional areas. SARBANES OXLEY All Conversations are stored to create an audit trail for comply with the Sarbanes-Oxley Act.
  • 17. 7/27/2017 © 2017 CSF Corporation 17 RECEPTIONIST HUB First line of contact to quickly reply and assess if the Conversation can be handled at the hub, or if it should be transferred to a group or individual. CHERRY PICK Team members cherry pick the conversations from the shared inbox that they can address. Filters and sorting allow you to organize the views to best fit your needs. Conversations™ is flexible and easy to configure. Your company has options for assigning incoming messages through the following methods. AUTO ASSIGN A Group or Agent is associated with a phone number that customers use to inquire about a specific topic, department, product or assigned representative. Incoming texts are automatically routed to the assigned person or group. Number + (Group or Agent) = Routing. New Conversations Assigned to Agent Receptionist Hub Cherry Pick Auto Assign Conversation Assignment Methods Text Application: More Important Capabilities
  • 18. Demo Time! 7/27/2017 © 2017 CSF Corporation 18
  • 19. Marketing Materials Helping You Succeed! 7/27/2017 © 2017 CSF Corporation 19 Customizable marketing brochure! If you don’t sell your customers texting someone else will! Customize colors Your logo here About your company
  • 20. More Marketing Materials for You! 7/27/2017 © 2017 CSF Corporation 20 Customizable marketing video on texting coming your way this August!
  • 21. Q&A 7/27/2017 © 2017 CSF Corporation 21 Ask us questions! Use the chat window in the webinar and type away!
  • 22. Want more? 7/27/2017 © 2017 CSF Corporation 22 We can set up a one on one demo of the product for an in-depth look! Please let us know, and we will set up a meeting!
  • 23. Thank You 7/27/2017 © 2017 CSF Corporation 23 Mike Gilbert Senior Account Director Office: 732-302-0222 ext. 6610 Email: mgilbert@csfcorp.com Frank Lauria EVP Sales & Business Development Office: 732-302-0222 ext. 6608 Mobile: 732-713-3562 Email: Frank.Lauria@csfcorp.com Ashley Kaplan Marketing Manager Office: 732-302-0222 ext. 6611 Email: akaplan@csfcorp.com

Editor's Notes

  1. We’ll be sending it your way at the conclusion of today’s webinar, so be on the lookout for an email from us!
  2. We’re in the process of creating a generic video on the importance of text-enabling your business numbers, and will be sharing that with everyone who wants it. There will be an opportunity for businesses to customize the video for a small fee.