What is a Salesforce Text Messaging (SMS) App?

A Salesforce SMS or text messaging app is a robust solution made entirely for businesses that rely on Salesforce to conduct most of their tasks. The app lets these businesses easily send and receive messages within Salesforce via just a click. It also ensures you leverage such features, automating capabilities, and seamless integrations that lead to streamlined workflows, improved customer engagement, and enhanced communication efficiency.

What are the Significant Benefits of Using Salesforce Text Messaging App?

Beyond just providing text messaging functions, a Salesforce SMS app offers more than that. It provides you with multi-channel conversation, customized communications, bulk messaging, in-built templates, and so much more. And guess what? All these together lead to some amazing benefits that are: Improved Customer Read Rate As text messaging offers 98% open rate with your customers reading messages efficiently and quickly, it even beats email marketing, at the same time, helps you move closer to your audience by fostering more engaging and personal communication. Global Customer Engagement Using the SMS for Salesforce service, the teams can globally reach more customers and hold real-time communication on-limits time zones so as to bring global reach and foster strong bonds. Valuable Insights Maximize the power of dynamic reports and dashboards to track message performance, monitor customer interactions, and uncover such trends that significantly lead to smarter decision-making. Better Customer Support Rather than hopping from application to application to handle SMS efforts, messages from various channels can be managed all together, so the sales, marketing, and customer service teams can all provide first-class customer experience.

How does the Text Messaging (SMS) App work with Salesforce?

Upon being successfully integrated with Salesforce, SMS messaging app allows agents to leverage Salesforce’ native interface to send and receive text messages directly from records like leads, cases, contacts, and opportunities. Oh wait, it even allows agents to accomplish sending communication to customers in real-time with the aid of automation tools such as process builders, flows, and workflows. In case you wish to leverage the above-mentioned solution for smoothing communication, engagement, and client delight, the integration of SMS within Salesforce is just the next leap in transforming your business and the overall customer experience.

What are the Essential Features of Salesforce SMS App that You Need

Here are all the crucial and essential features that you must have in your Salesforce messaging app because they ensure timely customer interactions and seamless communication—all within the Salesforce platform. Global Reach Sending Yes, Salesforce SMS apps like GirikSMS let you easily send SMS across the globe—at lower costs while maintaining high deliverability and compliance with international messaging regulations. Multi-Channel Integration No matter from which channel you get the message, Salesforce messaging app lets you access all from different platforms, thus letting you connect seamlessly to your customers’ communications apps like MMS, WhatsApp, and Facebook Messenger. Message Scheduler You can schedule your messages depending upon the customers' location and preferences, so that they receive text at times that are more convenient and relevant to them. Two-Way Sending Two-way sending enables agents to start conversations and provide responses to inbound texts from contacts, leads, and cases. Moreover, it allows customers to reply just like a regular text message, forming a fully interactive channel that enables seamless follow-ups on service and sales inquiries. Messaging Templates It allows the team to use built-in templates for professional, consistent, and quick communication. The best part about these templates is you can customize them based on your unique use cases such as support updates and appointment reminders, thus maintaining efficiency across high volumes of interactions. Bulk SMS Sending Multiple texts like promotional campaigns, service announcements, and mass notifications can be sent easily. With system filters and list-based targeting, the feature guarantees bulking messages reaching the intended audience segments without losing their personal touch.

What is the Price of Solutions Developed to Deliver SMS for Salesforce?

Well, the cost of Salesforce SMS apps could vary but most of them are priced around $6 to $400 per user/company/month in the Salesforce AppExchange. However, you can have some free trials for these apps to acknowledge their worth for your effort in streamlining customer communication.

What are the Future Trends of Texting for Salesforce?

More automation, more intelligence, and personalization in Salesforce texting will help create the following major trends that will, in the very near future, change customer communication and engagement. . Omnichannel Integration- This SMS will work perfectly with a lot of other channels, such as e-mails, WhatsApp, and whatnot, to ensure a seamless customer communication pathway. AI Conversations- By using AI assistants and smart chatbots, companies can simply address customer questions, thus freeing human agents for much more serious conversations. Enhanced Compliance Tools- As stricter guidelines worldwide do not seem to fade anytime soon, compliance tools will be integrated into texting applications, offering management of opt-in and opt-out. RCS Messaging- Rich Communication Service will empower brands to market media-rich messages with buttons, images, videos, and carousels. Voice-Activated Communication- Increasingly, voice-activated smart speakers will see a surge in use as the people themselves are counting on voice commands to accomplish tasks like shopping, searching, and creating documents. Instant Payments— Not just for socializing, but the use of messaging apps helps in performing financial transactions to provide payments instantly with some taps and clicks.

AI Messaging App for Salesforce | Gen AI SMS & WhatsApp Automation (Native)

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- AI Messaging App for Salesforce: Understand, Respond & Take Action Instantly
  
  Unify your text messaging from SMS, WhatsApp, or social media in a single place. Empower your team to engage in real-time interactions that drive desired outcomes in real-time. Automate sales enablement to win more deals, instantly resolve issues, and make the most of every opportunity. Use an AI that learns from your Salesforce data, acts, reduces agent's workload and can be trained on multiple knowledge points.
  
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  Maximize Business Impact Using SMS
  
  Drive personalized 1:1, bulk, and automated SMS conversations to elevate your business's success. Engage customers with real-time SMS, optimize outreach with bulk messaging, and automate SMS responses to enhance operational efficiency, streamline communication, and boost customer satisfaction and loyalty, ensuring consistent and effective engagement across all touchpoints.
  
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  Enhance Global Business Communication with WhatsApp
  
  Enable personalized WhatsApp messaging across international markets to optimize global business communication and operational efficiency. Engage customers directly, streamline cross-border interactions, and deliver personalized messages to enhance customer satisfaction, drive business growth, reduce SMS costs, and increase international responses, ensuring effective and seamless communication worldwide.
  
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  Enhance Customer Engagement with WebChat
  
  Transform your online presence with our powerful webchat solution. Engage visitors in real-time, capture leads, schedule appointments, and deliver personalized automated responses seamlessly integrated with your CRM. Our webchat solution, whether automated or human-driven, boosts engagement and elevates customer satisfaction, ensuring efficient and effective interaction across your digital platforms.
  
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  AI-Driven Copilot: Faster, Smarter Responses
  
  Our Salesforce native SMS app isn't just a communication tool—it's an efficiency powerhouse. The AI-driven Copilot equips your agents with advanced technology to deliver faster, more accurate responses to your customers.
  
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  Unleash the Potential with AI Chatbot
  
  Integrate AI chatbots with your CRM to deliver personalized user experiences and provide round-the-clock customer support across multiple channels. Utilize AI capabilities to automate message creation and enrich interactions with real-time sentiment analysis, ensuring competitiveness, operational efficiency, and exceptional customer satisfaction, positioning your business as a digital leader.
  
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  Revolutionize Your Business Communication with GirikCTI
  
  GirikCTI is a 100% Salesforce Native suite of applications designed to seamlessly enhance productivity, transform business engagement, and drive impactful customer communication. Powered by advanced AI technology, GirikCTI provides a comprehensive, intuitive solution to manage all your telephony and customer interaction needs within Salesforce.
  
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Why Salesforce Teams Choose GiriKSMS?

AI-Powered Messaging

Responses can be automated with real-time sentiment detection to ensure every response hits the right chord.

Task Automation

Unlike legacy tools that follow rigid rules, Girik SMS offers AI-driven automation to learn from data and make smart decisions for handling redundant communication tasks.

Round-the-clock Support

AppExchange ready application that offers consistent support across multiple time zones; thus, increasing the availability and accessibility.

AI to Human Handover

Take care of your customers with a Salesforce AI Messaging app that not only understands emotions and talks to users but also escalates to human agents based on the urgency & sentiment of the messages.

Bulk Outreach Made Easy

Use an enterprise-grade data-secure AI-powered app that auto-creates cases/opportunities to send meaningful messages to target audiences with 2-way communication capability.

Multi-Channel Messaging

Manage your client conversations across all platforms from a single dashboard powered by salesforce SMS AI app for real-time insights.

No-Code Control

Build automations, schedule campaigns, and manage journeys directly within the AI SMS app for salesforce without the need for any coding.

Messaging Across All Social Channels

Enables agents to manage conversations across all prominent social channels such as WhatsApp, Facebook, Instagram, and so on. Agents can compose posts, track engagements, and provide instant responses – all from the same AI messaging app for salesforce.

Robust Features Enabling Better Engagement and Connect

Two-Way Messaging

Communicate back and forth from core record types such as Contacts, Leads, Cases, and more - either via SMS or WhatsApp. Rather than toggling between tabs, everything happens within Salesforce.

AI-Driven Replies

Use AI automation in salesforce messaging to create responses, sum-up conversation history, detect sentiment, and help agents respond faster while ensuring brand consistency.

Click-to-Send from Any Process

Send messages from process builders, flows or custom buttons as well as automate verifications, follow-ups, reminders, and status updates without much hassle.

Unified Inbox for Every Conversation

Manage discourses from an AI-powered inbox - strengthened with quick replies, team assignment tools and more.

Bulk & Campaign Messaging

Launch bulk SMS campaigns while delivering tailored messages utilizing your Salesforce data.

Smart Compliance

Automated opt-out management, right templates, DND verifications, and audit trails help your business stay compliant with global, as well as local regulations.

Real-Time Insights

Monitor agent performance, delivery rates, campaign outcomes and more via Salesforce reports and dashboards.

Two-Way Conversations on Any Record

Lead, Contact, Case — or Any Custom Object: This App enables teams to send and receive text (SMS and WhatsApp) messages from the Salesforce record they’re working on. Whether it’s a new Lead, a dynamic Contact, custom objects such as Student, Booking, Property or Application, every conversation is linked by default to the appropriate record. No transition between tools or manual logging — your team interacts faster and always stays in context.

A Unified Thread for Every Interaction: Every message (inbound, as well as outbound) is displayed in a single conversation thread. As a substitute for disconnected communication logs, agents get a chat-type view that shows the complete message history. This streamlines follow-ups, keeps teams organized, and ensures no message goes unnoticed — even when several agents are involved.

Context Stored and Preserved by Default: All messages are saved into the Salesforce record, which ensures full context is sustained over time. Agents can easily review past conversations, attachments, and AI-generated summaries without tunneling through multiple screens. With the complete history preserved, teams can respond more precisely, tailor every interaction, and maintain consistency.

Automations & Workflows That Save Hours

Auto-Update Records with Zero Manual Work

Each automated message can trigger smart updates within Salesforce. You can log conversations, update status fields, set reminders, assign records, or create follow-up tasks — all by default. These updates keep your CRM clean and organized, allowing your team to spend more time selling rather than handling administrative tasks.

Personalized Merge Fields That Keep Messaging Human

No matter how many messages you send, personalization stays intact. GirikSMS uses merge fields to extract real-time data from Salesforce - such as customer names, property info, case IDs, payment details, and more. This ensures every text feels tailored and meaningful. This augments engagement and fortifies customer trust.

Automated Drip Sequences

Create sequential journeys that run completely on autopilot. With drip sequences, you can schedule follow-ups, onboarding series, reminders for renewal, education-based point of contact, and more. Once launched, these drip sequences nurture leads and guide customers effortlessly through their lifecycle. This saves your team a lot of time while ensuring timely and consistent communication.

AI That Accelerates Every Conversation

Quick Suggestions for Instant Responses

GirikSMS interprets each message along with Salesforce data to suggest relevant replies. Agents need not start typing from scratch — they just review, adjust if required, and hit the send button. This speeds up response times and keeps interactions flowing without delays.

AI Summaries for Instant Context

Lengthy discussions or intricate cases become easy to manage. AI creates brief summaries of entire message threads, apprehending the essential queries and actions. Agents can comprehend the full context in no time, minimizing errors and doing away with the need to scroll through previous messages.

Tone-Perfect Rewrites

When you require a message to sound welcoming, formal, concise and more detailed, AI rewrites it promptly in the tone of your choice. This helps teams to be brand loyal, evade misunderstandings, and deliver polished communication across every interaction.

AI-Generated Templates

Generate templates with just a simple prompt. GirikSMS turns your idea into organized templates for reminders, follow-ups, validations, onboarding, and more. This saves a lot of time consumed in manual work - ensuring every department uses high-end messaging on a consistent basis.

Compliance

This robust AI Messaging App for Salesforce is compliant with leading data security, messaging and privacy standards, including GDPR, HIPAA, ISO 27000, ISO 9001, and ISO 14001. It adheres to multi-region sender ID compliance and ensures secure interaction for businesses.

Global Delivery

Direct Carrier Routes

This ensures messages travel through reliable telecom connections rather than unworthy third-party stages, resulting in quicker delivery with minimal inactivity and comparatively less failures. For high-volume communication, performance remains stable and augmented. Since, messages follow accepted local pathways, they also fulfill carrier compliance standards. This provides your business a secure, reliable and high-quality delivery experience.

High Deliverability

Be it alerts, OTP’s or promotional campaigns, your messages constantly reach the right inbox rather than being delayed. GirikSMS uses intelligent routing to ensure extraordinary deliverability, which avoids carrier cramming, automatic retries for messages that don’t get delivered besides real-time delivery reports that keep you informed. With incessant monitoring and augmented output, you get dependable and high-quality communication every time.

WhatsApp Business API

This AI powered SMS app enables you to engage customers across the globe through reliable and authentic messaging. It delivers rich media content while supporting two-way interactions for various departments. The platform scales effortlessly for both personalized interactions, as well as fully automated workflows.

Business Impact

Faster sales cycle is synonymous with real-time communication. If your team offers prompt response to every lead, you come across highly interested prospects, which increases the chances of meaningful engagement. Quick responses, besides keeping the conversations moving, also build trust. The outcome is a seamless, quicker, and effective path to conversion.

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How Teams Use GirikSMS in Salesforce?

Sales Team

Sales teams tend to perform better with consistent and quick communication aligned to the buyer journey. Features like automated follow-ups offered by this Gen AI messaging App prevent opportunities to leak through the crack, instant qualification shows high-intent leads and more. Reps can provide timely responses, prioritize well, and move deals through a seamless and more anticipated pipeline.

Service Team

Service teams deliver smoother, more transparent support when communication is timely and automated. Case updates keep customers informed and reduce status-check calls, while automated ticket confirmations reassure them their issues are being handled. Instant escalations alert the right teams when needed, speeding resolution and creating a consistent, reliable service experience customers can trust.

Marketing Team

By using this AI texting for Salesforce App, marketing teams can provide timely and targeted engagement through instant campaign broadcasts, and event reminders. This not just boosts visibility, improves conversions, and strengthens customer relationships with consistent communication across the customer journey.

3 Simple Steps to AI Messaging via GirikSMS

Connect Your Number

Set up your SMS or WhatsApp number directly within Salesforce with native configuration. No external platforms — everything is mapped, substantiated and ready to go within your CRM.

Message from Any Record

Send and receive messages quickly from Contacts, Leads, Cases, or any custom object while managing interactions from a unified messaging inbox without the need for any extra tools.

Automate & Track Everything

Salesforce Flow can be used to automate various processes. Create templates that can be used for prompt messaging and measuring performance in real-time.

Why GirikSMS Beats Other Legacy Tools?

GirikSMS AI Messaging is a level above traditional algorithm-driven SMS tool. Besides understanding context, it adapts to every interaction, and takes smart actions—delivering a more human-like messaging experience that legacy automation fails to match.

Key Parameters	GirikSMS	360 SMS App	Codleo
Native integration	Fully Salesforce-native solution that offers click-based setup and logs every interaction.	Positioned as a native Salesforce texting App. It integrates with CRM and enables messaging from Salesforce.	Focused primarily on Salesforce consulting and custom integrations rather than a packaged messaging solution.
AI	Includes AI-enabled capabilities such as ChatGPT, sentiment analysis, and AI chatbot for Salesforce for generating smart replies, thread summaries and more.	Delivers chatbot-like capabilities but with a comparatively lighter AI emphasis than GirikSMS’s Co-pilot and Generative AI capabilities.	Rather than offering a native AI product of their own, Codleo embeds external or Salesforce AI tools into the messaging flows.
Pricing	Marketed as a consolidated pricing structure including (license and messaging) for native Salesforce use.	Follows usual SaaS/AppExchange pricing model. However, pricing might vary across channels.	Follows a services-driven pricing model where implementation and integration are billed separately.
Support	Support and onboarding are designed around the CRM and the messaging ecosystem, ensuring a single point of contact for all issues.	Vendor-created support along with onboarding. However, support experience may vary across partners.	Their support model is service-oriented and is delivered through consulting and managed services.
Reliability	Strong enterprise reliability for in-CRM messaging with built-in safeguards and monitoring to ensure continuity of workflows.	Supports enterprise-grade multi-channel texting whose reliability is determined by routing choices and implementation details in every deployment.	Reliability depends on integration architecture set up by Codleo. High stability is possible through project choices.
Deliverability	The App promoted excellent deliverability and global reach to 175+ countries and is supported by native routing and WhatsApp fallback.	Supports multi-channel messaging but deliverability is dependent on carrier integrations and local regulations.	Delivery success depends on messaging providers set up by Codleo.
Workflow Automation	This Gen AI messaging App offers high compatibility with Process Builder, Salesforce Flow, and Apex, enabling native automation for templates, analytics and more.	The App is endowed with tools such as chatbots, campaigns, CTI hooks and more, but the extent of automation integration depends on deployment and configuration.	Flexible automation built as per specifications but requires expert services for designing and deployment.

Try Gen AI SMS app for Salesforce

Frequently Asked Questions

How do I send SMS from Salesforce?

To do this, users must install an SMS app from the AppExchange platform, configure AI messaging app for salesforce settings followed by adding the SMS component to Lead/Case pages. Finally. authenticate sender IDs, and share texts directly from the record or through Process Builder, Flows or automation.

Can Salesforce send WhatsApp messages?

Yes, it’s possible to send WhatsApp messages from Salesforce, provided an authorized AppExchange API or App is used. Once installed, these messages can be triggered from records, automated processes and Flows using the templates and components of an App.

Is SMS logging available?

Yes, SMS logging is supported by Salesforce but only via an SMS App that supports logging. Most native solutions capture inbound, as well as outbound messaging tied to contacts, cases or leads.

What is the best SMS app for Salesforce?

There’s no single App that could meet the need of every business. For any business, the right App translates to their industry, as well as business-specific needs including but not limited to automation needs, cost structure and user experience. However, GirikSMS App, offering Salesforce Message automation has become a preferred choice of businesses across different industries.

Does it support automation?

Yes, it does support automation. Besides automating SMS / WhatsApp messages, their AI chatbot for Salesforce automates responses, captures data and shares it with a live agent.

What is 10DLC compliance?

10DLC compliance is a registration and approval process – mandated for businesses using 10-digit codes to send SMS in the U.S. It requires messaging campaigns to be validated by carriers to ensure genuineness, decrease spam, and augment delivery and overall transparency in messaging.

AI Messaging App for Salesforce: Understand, Respond & Take Action Instantly

Two-Way Conversations on Any Record

Automations & Workflows That Save Hours