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1

SMS ON WORKFLOWS - KEY TO AUTOMATED
BUSINESS COMMUNICATION
Date: 23rd October 2013
Presenters:
Sandip More – CTO
Jyoti Nimbalkar – Customer Success Evangelist

Reserved

www.screen-magic.com

©All Rights

Agenda
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Introduction
How does it work?
Use Cases
How to get started?
Q&A

© All Rights Reserved


About Screen Magic
3



Screen Magic is a startup aiming to help businesses
mobilize their communication on SAAS platforms. We have
already joined hands with Salesforce and Zoho, the biggies
of SAAS world.





SMS Magic Interact is a plug and play application for
Salesforce CRM. It enables 2-Way SMS/text connectivity for
businesses using SFDC.
Currently, 500+ businesses from various industry verticals
are mobilizing their customer interactions using our solution.



Introduction to SMS on Workflows
4

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It's an add-on for the popular SMS Magic Interact
application on Salesforce.
It enables you to automate your SMS
communication during any intended junction of
CRM workflow.
Out-of-box SMS Integration with Salesforce
Workflow.



Key Benefits
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Automatically initiate interaction with contacts on
any trigger/ event/ change that matters to the
respective contacts.
Enablement to notify relevant people about
upcoming business critical events and actionable
items with zero human intervention.
Saves time and precious resources.
Cut costs of Salesforce development for automating
your specific business processes.



Typical Use Cases
6

Customer Care
• Lead nurturing through
automated follow-up
• Automated event reminders
to registrants
• Automated updates to
campaign members

Marketing

• Send SMS updates to
customer about case status
• Send Payment notification
to customers
• Greet customers on special
occasions / events

• Set SMS alert to field
agents on case
allotment/escalation
• Reminders to field force
about upcoming
events, quarter end etc.

Field Force

… and more – We have not ceased to
innovate, after all !!!



Pre-requisites
Before you start you need to have
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Salesforce Org
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Basic knowledge of Salesforce Workflow
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Enterprise or Unlimited
http://www.salesforce.com/crm/sales-force-automation/workflow/

SMS Magic App installed on SF org
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SMS Magic Interact version 1.30 and above

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Get it from Appexchange or screen-magic.com/salesforce



How does it work?
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Salesforce Workflow Environment
Step 1

Step 2

Create Workflow rule

Create Workflow action


Step 3
When Workflow rule is
satisfied, perform action
specified in Step 2


How does it work?
9

Salesforce Workflow environment

Salesforce Workflow Environment
Step 1

Step 3

Step 4

Create Workflow rule

Workflow action „Task‟ as per
specifications

When Workflow
rule is satisfied,
create Task

SMS on Workflow Add-on Package
Step 2
Generate task
configuration using our
point and click tool


Step 5
Pick up tasks and send
SMS as per the
Configuration specified
in Step 2


How to Send SMS on Workflows?
10

It works in three easy steps:
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Create a Salesforce Workflow rule.
Use our point and click tool to generate a “Configuration ID”
(this configuration is used to identify what message needs to be
sent).
Create a “Task” as the workflow action and provide the
configuration ID in “Comments” section.



11

Live Demo
By
Jyoti Nimbalkar



Auto “Welcome” SMS – Finance
12

Big Money Finances is an investment consultancy that
advices its customers of the best investment options.
They send a welcome message for every new lead
created.
Joe checked out big money financials site for long term
investments thus creating a lead.

"Hi Joe,
Welcome to Big Money
Finances. We look forward to
serving you!
-BMF Team



13

Complaint Registration – White
Goods
Steaming Waters is a water boiler manufacturer. They send
a message to their field engineer of a particular area and
customer when a case is created.

"Hi April,
Your complaint has been
registered.
Our field engineer - Dave will
resolve your issue within 2
working days.”


April registered a complaint via email
about her non functional boiler.
"Hi Dave,
You have been
assigned Case#
4431245.
Issue# Boiler not
working.
Contact# 6698034563.
”


Event Reminder Campaign– NFPs
14

Green Folks is a NFP with a focus on forest
conservations. They send a message to all their
volunteers to inform them about upcoming events.
Green Folks sends SMS to it‟s volunteers informing
them of the pre-event briefing for a charity
marathon.
“Hi<name>,
Save Forests Charity Marathon will begin
from Duke's point on Sunday 7th June at
6:00 am.
Report latest by 5:15 am for the event
briefing at Duke's point.”



Dependencies & Limitations
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It can only be used with objects where you have a
mobile number & where a “Task” can be created.
You can send up to 3000 SMS messages at once.
SMS templates can only contain fields from the
object on which SMS is being sent.
Actual execution of “Tasks” depend on the number
of jobs present in your queue.



How to get started?
16

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Install SMS Magic Interact from Appexchange
Install SMS for Workflow Add-on Package
Get in touch with sales@screen-magic.com for
pricing details (It is free if you have an Interact
subscription)
Use our resource center to set up your required
notifications!



Questions?
17

Reach us:
Email – care@screen-magic.com
Skype – smsmagic
Twitter – @smsmagic
Phone – +18885681315 (Toll-free)
Support timings – 4am GMT to 6pm GMT, Monday to
Saturday



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Sms on Workflows- Your Key to Automated Business Communications

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