SMS & RVM Outreach Capabilities for A CRM

Brandon Wells, Ytel |  
Your CRM has the potential to be an extremely powerful lead generation tool - if you're using it in the right ways! Intrigued? The magic happens when you begin integrating various communication capabilities within your CRM. Without overcomplicating things, it's pretty simple. 

Your CRM has the potential to be an extremely powerful lead generation tool - if you're using it in the right ways! Intrigued? The magic happens when you begin integrating various communication capabilities within your CRM. Without overcomplicating things, it's pretty simple.


LET'S TALK ABOUT TRIGGERS

Triggers are predefined within a CRM or marketing automation platform, and they occur when a change of status is indicated. These can include:
  • Actions
  • Time stamps
  • Lifecycle stage

TRIGGER IDEAS

  1. Has your sales rep contacted a lead ten times? Set up a trigger that will send a text instead!
  2. New lead? Send a quick text introducing yourself and ask for a few calendar times to set up an exploratory call.
  3. Lead converts to a customer → drop an RVM (ringless voicemail) welcoming them!
  4. Do you use Slack for internal communication? Take it a step further. Say a lead fills out a form on your website. Once they click Submit, this can trigger a Slack message updating your Sales team on the new submission so they can reach out. Voila!

Maintaining a CRM means you have tons of customer and prospect data housed in one central location -- why not use it to interact with your contacts in more convenient ways? That's where RVM comes in. 

Here's a few ways you can implement an RVM strategy for your business:

  • Lead follow up 
  • Product recalls and updates
  • Political campaigns and events 
  • Event promotion and communication
  • Announcements and invitations
We've written extensively on RVM, but an important aspect of this channel is leaving the right voicemail. How do you do that? Check out this post where we dissect the perfect voicemail and how you can achieve it to increase conversions through callbacks. 

RVM is the most popular and successful in industries including:
  • Real estate
  • Solar 
  • Medical professionals
  • Hospitality

So, now you've (you're the sales person) dropped the voicemail. If you partner with a platform that offers SMS (text messaging) as well, your contacts can respond directly to the voicemail you left via text message and you can respond back! And, because the contact initiated the interaction via SMS, it's a compliant means for communication. 

Research shows that 9 out of 10 consumers prefer text over calling. Is there anything more telling? Using SMS as a follow up to ringless voicemail is a foolproof way to close more deals -- simply because you're contacting prospects on their preferred channel. 

How can I use SMS for outreach? 

- Sales, restock alerts, and promotions
- Events, shows, and gatherings
- Surveys, feedback, and polls
- Customer service management
-  Lead generation and follow up
- Appointment reminders and rescheduling

Implementing these two communication channels into your CRM opens the door to so many new opportunities for contact. Depending on what your business goals are, the SMS and RVM blend could be the perfect match for you. 

Interested in learning more? Download our free eBook on the most advanced and successful channels for lead gen.  You guessed it - SMS and RVM are extensively explored. Click below to get your own copy!
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About The Author

Brandon Wells, Ytel

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Brandon is a member of Ytel's Product team and is instrumental in paving the way for our current and future product offering. Brandon started as a Technical Account Manager where he worked daily with our customers, and he is able to apply that experience and knowledge when building out product roadmaps and studying market trends.


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