Using SMS in Zoho CRM


Using SMS in Zoho CRM, Get critical messages to your leads and contacts via SMS.

Course Description

Sick of your email marketing campaigns falling flat? Email is a very crowded channel and it’s hard to land in your prospect’s inbox. When done well, SMS can have a much higher open and engagement rate. In this short course, we show you how you can use SMS within Zoho CRM to improve customer service and close deals faster. We will cover what you should and should not do with SMS, how to choose the right SMS gateway and integration and give you some examples what’s possible with templated SMS, inbound reply notifications and automation. Whether you want to send out an SMS blast to thousands of leads or you want to use a workflow rule to send out an SMS when a customer’s order is ready, the possibilities are endless when you combine Zoho CRM with a quality SMS integration.

The course is presented by Jeremy Nagel, a veteran in the Zoho world along with his colleague, Francisco Campos, who has helped hundreds of Zoho customers integrate SMS. The pair have a wealth of knowledge about what works and what doesn’t work when it comes to sending SMS inside Zoho CRM.

The course features examples from the SMS integration built by the team at Smooth Messenger to help you understand what’s possible. Although the examples are specific, the concepts are broadly applicable to any of the 81 other SMS integrations on Zoho Marketplace.

We hope you enjoy this free course and look forward to hearing about how you plan to use SMS to supercharge your customer communications.

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