Full Feature List
Mercury SMS is an application that runs on the Force.com platform. It enables Salesforce.com users to communicate with their clients via SMS.
It provides Salesforce.com users with the ability to send individual SMS messages and bulk messages to Lead and Contact records. Outbound messages can be constructed ad-hoc as required or selected from a previously created template library. Field value merging is supported allowing SMS messages to be personalised ‘on the fly’. Sending SMS messages via Workflow is also supported.
Mercury SMS also provides inbound messaging allowing clients to reply to a message or to opt-out of receiving further SMS communications.
Mercury SMS is licensed on a ‘per-organisation’ basis. This means you pay one set fee regardless of how many Salesforce.com users you have.
Mercury SMS costs AU$100 per month. Payment is via Credit Card on a monthly subscription basis.
Mercury SMS messages are distributed via MessageMedia. A free trial account will be provided for evaluation purposes during the 14 day free trial of Mercury SMS. This can be upgraded to a live account once subscription to Mercury SMS has been completed. MessageMedia offers a variety of tariffs to suit each individual client’s volume.
What can it do for me?
Mercury SMS has all the tools you’ll need to communicate with your clients via SMS directly from your Salesforce.com CRM system. Users are able to send an SMS directly to an individual, a group of Leads, Contacts, Campaign Members or even send an SMS via a Workflow Rule.
The SMS Inbox provides you with a real-time feed of inbound messages that are assigned to you as an individual User. The SMS Inbox automatically loads new messages, so there’s no need for you to keep checking manually.
You can access the SMS Inbox from the following locations:
The ‘Message Feed’ provides you with a chat-like experience, whereby you can quickly send outbound messages to a phone number and the inbound replies will appear in the ‘Feed’ in real-time.
The Message Feed works with the Lead, Contact, Account, Opportunity & Case Objects. It can be added to the respective page layout in Salesforce Classic or Lightning Experience. It can also be configured to work with any other Standard or Custom Object.
When sending outbound messages using Mercury SMS there are several options to choose from, which include:
All outbound SMS messages, whether ad-hoc or SMS Template, support merge fields. A message can merge fields in from the object record, owner or sending user.
When an outbound SMS message is sent, an Activity History record is created.
Create SMS message templates quickly and easily and include merge fields simply, in just a couple of clicks.
Mercury SMS provides the ability to send an SMS to an individual, including:
Select an SMS template or create an ad-hoc message and choose to send now or later.
All SMS messages sent or received via Mercury SMS will appear in the “Activity History” related list.
You’re able to send a ‘bulk’ SMS to a group of Campaign Members or to selected records via a List View on a Standard or Custom Object.
You can send SMS Templates automatically when your business process rules are met. An SMS Template can automatically be sent using either Workflow Rules or Process Builders.
Mercury SMS provides inbound message capability. This means your prospects, customers and stakeholders can reply to a message they received and it will be inserted as an “Activity History” record relating to their record.
You can set up your own dedicated inbound number so people are able to initiate communications with you via text message.
When an inbound SMS message is received, an Activity History record is created with a Subject of “SMS: Received” and the Description field will contain the actual SMS message. The Owner of the Lead or Contact can receive an email notification.
You can configure ‘Keyword’ actions that can be performed when an Inbound Message is received containing the keyword. The actions you can carry out are:
Keywords are simple and quick to configure and can help you automate common activities, such as adding clients to a subscription list or providing clients another avenue to submit support tickets.
If a Lead or Contact no longer wishes to receive SMS messages, they can unsubscribe by sending a message with the word STOP. This will automatically set the “SMS Opt Out” field for the record to TRUE.