Dreamforce!

Use messaging to improve engagement and build better relationships with your clients

• Pre-programmed messaging to respond to new client inbound inquiries and deliver real-time personalized responses.
• Automatically schedule financial meetings, appointments and deliver RSVP reminders to increase show rates.
• Engage website visitors with QR codes, chatbots, and CTA buttons to instigate new conversations and address finance inquiries.

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Communicate with your customers during all stages of their customer lifecycle

• 24/7 automated messaging capabilities across multiple channels to be available for customers questions, requests and guidance.
• Ready-to-deploy website conversation tools and chat widgets to initiate a conversation and convert a new client.
• Automated campaign nurture triggers deliver pre-programmed messages as soon as a lead is captured in the CRM.

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Find talent faster, keep them engaged, and process documents more efficiently using messaging 

• Hybrid messaging (chatbot + real person) to quickly and personally address applicants.
• Coordinate interview scheduling automatically when human assistance is not available.
• Quickly set up folders and tags to filter conversations by positions, candidates, qualifications, stage of application or keywords.

Promote open houses, schedule viewings, and offer property advice over messaging

• Use your business phone number to connect with buyers or sellers over text messaging to capture their details or set showings.
• Exchange lease or purchase transaction documents and share updates based on CRM activities.
• Offer buyers and sellers QR codes, chatbots, or CTA buttons to inquire about property listings or create a lead pipeline.

Conduct intakes, set up consultations, and send case updates over messaging

• Automatically enable safe client chat engagements with communication consent capture, messaging compliance and data safety controls.
• Pre-programmed messaging to address inbound legal inquiries and respond with real-time personalized responses.
• Automatically schedule meetings and briefing appointments and deliver RSVP reminders to increase show rates.

Coordinate applications, recommend courses, and communicate with students and faculty over messaging

• Multichannel messaging integrations across student preferred channels including WhatsApp, Facebook and more.
• Use QR codes, chatbots, CTA buttons or shortcode communication options for easy conversation gateways.
• Automatically schedule class meetings or advisor appointments and deliver RSVP reminders to increase show rates.

Coordinate and manage itineraries, bookings and services with customers, suppliers and  venues over messaging

• Ready-to-deploy conversation tools and chat widgets to initiate conversations and quickly address travel, reservation or transportation needs.
• Pre-built message automations for efficient document collections, payment reminders and pre-set reminder communications.
• Make it easy for your clients to ask for and get help using text messaging with your company phone number.