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Using a tool like Pipedrive is a smart way to manage customers. Pipedrive is a special kind of program called a CRM. It helps you keep track of all your sales deals. It is also great for talking to your customers. Now, you can make it even better by adding text messaging. This is called SMS marketing. When you combine Pipedrive with SMS, you can send texts to customers. You can do it all from one place. This makes your work much easier and faster. Consequently, you can focus on making sales.

The main idea is to bring all your work together. Instead of using many different apps, you use one. You can send an email and a text from the same spot. This saves a lot of time. It also keeps all your customer notes together. Therefore, you always know what was said. This is a very helpful way to work. It is a modern way for businesses to talk to people. This is why more companies are using it.

The Benefits of Texting from Pipedrive

Texting your customers from Pipedrive has many benefits. First, text messages are read very fast. Most people read a text within just a few minutes. An email might not middle east mobile number list be read for a long time. So, a text message is a good way to get a quick response. Additionally, texting feels more personal than an email. It goes right to a person's pocket. It feels like you are talking directly to them. This helps to build a stronger relationship.

Furthermore, all your messages are saved in Pipedrive. You can see a full history of every text and email. This is very important for a sales team. Everybody can see what has happened before. Thus, you do not have to ask a co-worker what they said. This keeps everyone on the same page. It helps to avoid mistakes. The whole team can work better together. It is a very good way to keep track of your work.

Setting Up Your First SMS Campaign

To start, you need to connect an SMS app to Pipedrive. You will find these apps in the Pipedrive Marketplace. There are many options to choose from. You can pick one that fits your needs. Then you need to connect your accounts. This usually only takes a few simple steps. You do not need to be an expert to do it. It is very easy to get started. Therefore, anyone can begin using this tool.

However, remember to get permission first. It is very important to ask people if you can text them. This is called getting opt-in consent. You can ask them when they sign up for your service. Or you can have a form on your website. This step makes sure people are happy to get your texts. It is also the law in many countries. As a result, you must never skip this step. It keeps your business safe.

Writing Effective Messages

A good text message is short and simple. People read texts on a small screen. They do not want to read a long paragraph. You should get to the main point right away. Use clear words that are easy to understand. Also, your message should have a clear call to action. This tells the person what you want them to do next. For example, it might say "Click here to see our new products!" This makes it easy for them.



Furthermore, you can use special tokens to personalize your texts. A token is a placeholder. For instance, you could use a token for a person's name. The text would say "Hello, [customer name]." When you send the text, the token changes to their actual name. So, it would say "Hello, David." This makes every message feel personal. It shows the customer that you know who they are.

Using Automation for Your Texts

One of the best parts of using Pipedrive is automation. You can set up rules to send texts automatically. For example, when a deal moves to a new stage, a text can be sent. The text could say, "Your order has been shipped!" You do not have to remember to send it yourself. The system does it for you. This saves a lot of time. It also makes sure you never forget to send an important message.

The automations can also send reminders. You could send a text to a customer about an upcoming meeting. The text could be sent one day before the meeting. In this way, the customer will not forget. This helps your business to run more smoothly. This is a very useful feature. It helps your team be more efficient. Therefore, automation is a key part of Pipedrive SMS marketing.

Tracking and Improving Your Campaigns

Once you start sending texts, you need to track how they do. Most apps will give you reports. The reports show you many things. You can see how many people opened your text. This is the open rate. You can also see how many people clicked on a link. This is the click-through rate. These numbers help you see what is working. They tell you if your texts are good. You can also see who replied to your messages.

In addition, you can use this information to make your texts better. If a message did not get many clicks, you can change it. Maybe the words were not clear enough. Or maybe the offer was not very good. You can then try a new message. This is how you learn and grow. You can make your marketing stronger over time. The reports are a great way to learn more about your customers.

Staying Legal and Building Trust

Staying legal is very important. You must always give people a way to stop getting texts. This is called opting out. A simple message like "Reply STOP to unsubscribe" should always be included. This gives customers control. It shows them that you are respectful. A company that is respectful builds trust. People are more likely to do business with a company they trust.

Moreover, you should not send texts too often. If you send too many, people will get annoyed. They will likely unsubscribe from your list. Therefore, it is important to be smart about your texting. You should only send a text when it is truly needed. A text should be valuable to the customer. It should not just be a random advertisement. This is how you build a great reputation.

This video from YouTube may provide more information on how to use Pipedrive for SMS marketing with a specific integration.