Your Agent, One Text Away.
A regional community bank's Personal Insurance team replaced a shared texting inbox with direct agent-to-customer conversations. Every message, consent, and relationship now lives inside Salesforce.
Before, every agent shared one number and texted through a system that wasn't connected to Salesforce. When an agent moved on, the conversation history went with them. See how Accelerize360 fixed this without asking customers to learn a new number.
What's inside:
- Porting existing Zoom numbers into Salesforce Digital Engagement, so each agent has one number for calls and texts
- The 60+ component build: consent sync, session context stamping, after-hours auto-response, and manager reporting
- Clearing 10DLC carrier registration for a regulated financial institution
- Results: Faster first responses, automatic TCPA compliance, and 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.
-Director of Marketing, Regional Community Bank
Download Case Study Now!
Seeking Impactful Solutions
For Your Business?
Keep Exploring
