Your Agent, One Text Away.
Midwest Heritage's Personal Insurance team replaced a shared texting inbox with direct, agent-to-customer conversations — every message, consent, and relationship living inside Salesforce.
Every agent once shared one number, texting through a system disconnected from Salesforce. Context vanished the moment an agent moved on. See how Accelerize360 fixed it — without asking customers to learn a new number.
What's inside:
- Porting existing Zoom numbers into Salesforce Digital Engagement — one number for calls and texts
- The 60+ component build: consent sync, session context stamping, after-hours auto-response, manager reporting
- Clearing 10DLC carrier registration for a regulated financial institution
- Results: faster first response, automatic TCPA compliance, one workspace for calls, texts, and history
The Accelerize 360 team was great to work with and I am super confident to engage Accelerize 360 on all Salesforce Projects.
— Niki Rinaldi, Director of Marketing, Midwest Heritage Bank
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