SMS Package
The Enclude SMS package for Salesforce helps you save hours of time sending manual reminders that can instead be spent on delivering your service.
Save time
No more hours on the phone or sending individual reminders and alerts.
Increase impact
Spend more time delivering and developing services and less time on administration.
Streamline Processes
Alerts can be automated, with all data available for reporting on within Salesforce
What is it?
The Enclude SMS Package is a tool that helps you save hours of time making phonecalls, leaving voicemails and manually sending SMS messages to clients to remind them of appointments, scheduled activities, what they need to bring to meetings etc.
It plugs into your existing Salesforce instance meaning all messages and replies are automatically stored against your Contact records and available for searching and reporting on.
It’s a service that handles your admin so that staff can focus on what’s really important – delivery of service!
Who needs it?
Any organisation that wants an easy way to send and record SMS communications to, and replies from, key stakeholders such as staff, service users, members and donors. It is particularly helpful for those who provide any sort of case management, appointments, courses, workshops, meetings, social events etc.
How does it work?
It allows our clients to send SMS messages to Contacts or Enquiries (Leads) held on Salesforce, from within Salesforce itself.
Messages can be automated based upon conditions, and sent individually or to multiple Contacts from List Views. Recipients can reply, with their reply being logged against their Salesforce record and the SMS sender being alerted to that reply either by email or SMS.
It’s an ideal tool for sending reminders to your stakeholders, or alerting them to changes in schedules, activities etc.
Enclude handle the installation of the app. All you need to concentrate on is making sure you have the data to make it work, and then use it!
Why do clients like it?
- Appointment reminders and confirmation requests can help increase attendance and reduce no shows at appointments.
- The message sender is alerted to replies meaning they can act or react accordingly.
- Staff aren't having to reply on shared mobile phones.
- SMS messages don't rely on clients having 3rd party apps installed on their telephone.
- There's no development involved. Enclude handle it all.
- Staff time is freed up to focus on direct service delivery.
“People don’t always want to check their emails... An SMS is short, informal, to the point, a quick reminder, it’s there.”
Increase the impact of your solution
Your CRM can support multiple teams and functions within your non-profit. We can help you review and integrate processes and even in the creation of new apps. If there’s anything you think your CRM could be doing more of, or differently, let’s have a chat! Contact us to find out more.
What our clients say
“Enclude co-designed a solution with us, one that was secure, user-friendly, and tailored to our real needs.”
Zoe WellsNortheast Regional Manager 
“Working with Enclude has given us the confidence to review what we’re doing and use technology to improve our clients experience.”
Betty QuinlanAcademic Registrar 
“The Enclude team were patient, responsible and flexible. They were with us until everything was right.”
Aoibhie McCarthyArtistic Director 
“Enclude has helped us enormously in understanding how best to utilise the Salesforce platform to satisfy our organisation’s needs.”
Paul DietrichMS Readathon Manager 
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