CRM by Texting

Arnulf Hsu


on April 12, 2018

You text with your friends, your parents, your brother, your sister, your boss, your co-workers, your Uber driver, your prospects/customers, and yes, now your CRM…

We also know, Sales reps generally dislike process, updating systems and anything that gets in their way of working on a deal. We get it.

So here is what we have done:

We HIGHLY recommend using the microphone Text to Speech or Dictation button when replying to texts! It really works well.

This should be a major coup for Reps, as this is super natural and allows them to stay in their workflow on the road or in the office, and for Sales Management and Sales Ops, who are constantly asking for more data so they can run the business with better insights and information. So there you have it, have your Cake and eat it too!

To enable this feature simply make sure your reps have their Mobile Number in their profile and they will start to receive text messages.

Like it? Or have other suggestions, we would love to hear from you. Let us know what you think and send to us at feedback [at]

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