In this digitally advanced world of financial advising, maintaining a strong relationship can be a cumbersome task. With multiple clients to manage and constantly shifting market conditions, it’s easy for communication to become impersonal. However, staying in touch with your clients in meaningful ways is highly crucial for loyalty, trust and long-term success. It is… Continue reading Personalized SMS for Financial Advisors and Bankers: Importance, Tips, Templates and more
Author: LMN Team
Salesforce SMS Survey: The Game-Changer for Instant Feedback
The Challenge: Gathering Customer Feedback is Harder Than It Seems Customer feedback is the backbone of business growth. It provides valuable insights into customer experiences, preferences, and areas that need improvement. However, collecting feedback efficiently remains a major challenge for many businesses. Traditional methods like emails, phone calls, and online surveys often suffer from low… Continue reading Salesforce SMS Survey: The Game-Changer for Instant Feedback
SMS for Instant Customer Support: A Complete Guide for 2025
In today’s digital-first world, the difference between retaining and losing a customer often comes down to how fast you respond. With increasing reliance on mobile devices, customers want instant resolutions and proactive communication. Unfortunately, traditional methods like email or portal-based ticketing can’t keep up. That’s where SMS within Salesforce Service Cloud can be a game… Continue reading SMS for Instant Customer Support: A Complete Guide for 2025
How to Nurture Leads with Automated SMS Drip Campaigns in Salesforce
Are You Losing Leads Due to Inconsistent Follow-Ups? Many businesses struggle with lead nurturing. A prospect shows interest, but without consistent follow-ups, they lose interest, move on to competitors, or simply forget about your offering. A lack of structured communication is one of the biggest reasons companies lose potential customers. So, how do you ensure… Continue reading How to Nurture Leads with Automated SMS Drip Campaigns in Salesforce
How to Use SMS for Outstanding Payment Reminders
Late payments are the most frequent challenge that companies of all sizes face. Unpaid invoices can create financial strain and slow down business growth, resulting in a negative impact on the overall productivity and profitability. Chase down overdue invoices also consumes valuable time, disrupts cash flow, and creates unnecessary stress. Being heavily dependent on manual… Continue reading How to Use SMS for Outstanding Payment Reminders
Unlock the Full Potential of Salesforce with Seamless SMS Integration
In today’s fast-paced business world, instant communication is crucial for maintaining strong customer relationships. Salesforce is a powerful CRM, but without seamless SMS integration, companies struggle with fragmented data, inefficient workflows, and missed opportunities. Disconnected communication channels create data silos, forcing teams to toggle between multiple platforms, which slows response times, reduces productivity, and impacts… Continue reading Unlock the Full Potential of Salesforce with Seamless SMS Integration
SMS Automation in Healthcare: Explore Importance, Benefits, Use Cases and More
In the bustling environment of healthcare, every single minute is crucial. Healthcare professionals are often stretched thin, juggling patient care with a mountain of administrative tasks. One of the most time-consuming of these tasks? Routine patient communication. From automated appointment reminders to follow-up instructions, the constant need for outreach can quickly overwhelm even the most… Continue reading SMS Automation in Healthcare: Explore Importance, Benefits, Use Cases and More