Click-to-SMS: The New Sales Superpower

Are you allergic to that little red email notification icon on your phone? I know I am, and chances are your prospects are too. 98% of all text messages are opened compared to 22% of emails. If you want to reach someone, texting can be very effective… but how do you text prospects in a professional way?

Truly’s click-to-SMS feature empowers sales reps to text professionally and thoughtfully, creating deeper connections with prospects and customers.

Start with a call — earn the right to text.

Cold texting is never appropriate. Since texting is a medium reserved for more intimate relationships than email, be sure to only text a prospect or customer AFTER you have already had a conversation with them. Once you have established a connection with them over the phone, is it appropriate to follow up with a thoughtful message like:

“Would it be okay if I texted you? My customers say it’s faster and more convenient to confirm our meetings or get information over text than email.”

Asking a prospect’s permission to switch to engage via text will set your new direct line up for success with the right tone and approach.

Do your research before you send.

With Truly’s click-to-SMS from Salesforce, reps can leverage the contact record’s information and notes to craft thoughtful outreach. Being able to type an SMS message from any device (not just your phone) allows you the freedom to communicate how you want, when you want. Plus, Truly uses your work phone number so you never have to worry about personal and work text messages mixing.

Track ALL of your touches

Does texting work well for your book of business? Work with your Sales Manager or Sales Ops partner to find out. Truly automatically logs every SMS conversation to Salesforce so your team can build reports to measure the effectiveness of texting with prospects.

Learn more about how Truly empowers reps via phone and text.