Workbridge ConnectSMS

Highlights

• Native Salesforce SMS Experience Send and receive SMS directly inside Salesforce with a fully native experience powered by Twilio. Keep all customer conversations centralized, searchable, and accessible without switching to external messaging tools.
• Two-Way SMS Messaging in Salesforce Enable real-time inbound and outbound SMS conversations directly from Salesforce records, allowing teams to respond faster while maintaining a complete communication history inside Salesforce.
• Bulk & Outreach SMS Campaigns Launch bulk and outreach SMS campaigns directly from Salesforce for announcements, follow-ups, reminders, and notifications, helping teams engage multiple customers efficiently at scale.
• Personalized Text Messaging at Scale Personalize SMS content dynamically using Salesforce fields such as name, account, or case details, ensuring relevant and engaging communication even when sending messages in bulk.
• Twilio Messaging Service Management Manage Twilio credentials, messaging services, and phone numbers from a centralized Salesforce admin interface, simplifying setup while maintaining consistency and control.
• User-Level Messaging Service Assignment Assign specific Twilio messaging services to individual Salesforce users, enabling controlled SMS sending and ensuring messages are sent from the correct service or phone number.
• Permission-Based Access Control Control who can send SMS, run bulk outreach campaigns, or manage configurations using Salesforce Permission Sets, supporting secure and role-based access management.
• Salesforce-First Architecture Built following Salesforce best practices, Workbridge ConnectSMS is designed for scalability, security, and seamless compatibility with Salesforce Sales Cloud and Service Cloud and any other cloud you think.
• Quick Setup with No Code Required Get started quickly with guided configuration and intuitive setup screens, allowing admins to deploy SMS capabilities without custom development or complex integrations.