TrueDialog
Scalable Messaging with Enterprise-Grade Native Integration

Amid a rapidly evolving business landscape characterized by fierce competition and sky-high customer expectations, finding the most effective ways to engage with customers and forge lasting relationships has become an undeniable priority.

True magic unfolds when businesses can tap into the transformative power of SMS messaging by seamlessly integrating it within Salesforce CRM. This game-changing combination not only elevates communication to new heights, it also unlocks the potential of streamlined internal processes, paving the way for extraordinary customer experiences that set a business apart from the rest.

This is where TrueDialog enters the scene. A leading provider of SMS marketing solutions, TrueDialog brings forth a robust and adaptable SMS platform that enables native messaging directly from the Salesforce CRM dashboard. This scalable messaging solution streamlines internal communication and improves omnichannel marketing strategies through personalized and data-driven messages, enhancing customer engagement and retention. Profound expertise in the Salesforce ecosystem and a strong commitment to security has positioned TrueDialog as a trusted partner for businesses of all sizes.

“We understand the importance of seamless workflows and robust deliverability for our clients. That’s why we have invested in building strong relationships with carriers, enabling us to offer a reliable and cost-effective solution. With TrueDialog, you can trust your messages will reach your intended recipients efficiently, without the need for third-party dependencies,” says John Wright, CEO of TrueDialog.

Enhanced User Experience with Salesforce Expertise

TrueDialog demonstrates exceptional skill in adapting to Salesforce’s ever-evolving ecosystem. One such instance is the robust integration with the Salesforce1 mobile app. By staying proactive and ahead of the curve, it ensures the application remains fully compatible with the latest updates and advancements in the Salesforce system.

With a high degree of adaptability to Salesforce, TrueDialog also showcases its expertise by easily developing custom out-of- the-box applications. This proficiency was notably demonstrated when it successfully onboarded a bank, a sector known for its unique data structures. Despite these complexities, TrueDialog effectively deployed a highly customized Salesforce integration, which underscores the exceptional skills and dedication of its development and service teams. While many companies are rigid in their approach and demand customers to conform to their data model, TrueDialog provides flexible and adaptable solutions to unique customer needs without compromising the user experience.

Streamlining Workflows with a Single Pane of Glass

TrueDialog proactively addresses the transparency and communication gaps between sales and marketing teams by adopting a single pane of glass approach. While many companies have multiple systems wired together, with separate tools for audience segmentation, communication, and administration, TrueDialog’s seamless and efficient single source of access enables users to operate entirely within Salesforce.

The proprietary ‘TrueDialog’ functionality allows multiuser, two-way text conversations that simplify and streamline communication management.

This feature enables multiple team members to participate in the same texting thread and effectively document the sender and recipient of each message. Reviewing past interactions becomes simpler, and a clear overview of the communication history is readily available. This capability fosters better collaboration within the team to easily track and understand the ongoing conversations. With a comprehensive record of who sent and received each message, the team can coordinate efforts and ensure a cohesive and personalized customer experience.

The system also goes a step further and provides notifications to users, both within the CRM and via email, if they are not logged in to the CRM. Users can then decide whether or not an immediate response is necessary for a specific message. This feature proves especially beneficial for remote employees, as it streamlines communication without the need to navigate multiple platforms.

We have taken extra steps to ensure compliance by completing 10DLC registrations, confirming that carriers accept messages at scale. Our systems are capable of managing from 1,000 to 10,000, or even a million messages at any given time

This approach was instrumental in assisting one of TrueDialog’s clients who had to navigate the challenge of transitioning 800 employees to remote work. The employees were provided with laptops and had to work from home using an application. In this situation, it was essential to avoid having multiple browser windows open for accessing customer data and separately messaging them. The ability to integrate and push out communications directly from their CRM enabled them to effectively resolve the issue.

Scaling Communications with Mass Texting

TrueDialog recognizes the significance of mass texting in modern digital marketing strategies and offers a high-volume texting solution that enables businesses to engage in large-scale communication, extending their reach to a broader audience. It excels at creating lists, sending messages in a timely fashion, and managing inbound opt-outs and customer inquiries resulting from mass mailings, outperforming other solutions in the market.

The company also circumvents the limitation of 250 emails that Salesforce users can send at a time by enabling the distribution of bulk messages at scale, while remaining compliant with carrier requirements. Businesses can transcend the usual constraints with TrueDialog’s direct connections with tier-one carriers and send promotional messages to their entire customer base.

This feature is used across various capacities, from sending individual messages using templates to mass communication with all clients. Depending on high-volume messaging or person-to-person communication, businesses can use short codes for SMS marketing and long codes for customer support. For example, a banking executive with hundreds of clients on adjustable-rate mortgages (ARMs) could notify everyone about an upcoming rate increase. Instead of sending individual messages, the executive can send templated messages to all ARM clients with just one click. Client responses are routed directly back to the Salesforce account, guaranteeing easy and efficient management.

Another use for this bulk texting solution is facilitating internal communication with employees, especially those who may not have access to email accounts.

A notable example is a construction company client that wanted to text thousands of their field workers using the platform.TrueDialog enabled quick and effective communication, which was monitored and recorded within Salesforce. With improved transparency of information, they could facilitate a more streamlined, efficient, and safe work environment.

“We have taken extra steps to ensure compliance by completing 10-digit long code or 10DLC registrations, confirming that carriers accept messages at scale. Our systems are capable of managing from 1,000 to 10,000, or even a million messages at any given time,” says Wright.

We understand the importance of seamless workflows and robust deliverability for our clients. That’s why we have invested in building strong relationships with carriers, enabling us to offer a reliable and cost-effective solution. With TrueDialog, you can trust your messages will reach your intended recipients efficiently, without the need for third-party dependencies

Most of its users have achieved 10DLC compliance, offering a high throughput of up to 180 messages per second. This process involves registering the user’s company, phone number, and use case with carriers to avoid potential blocking and penalties. 10DLC compliance plays a pivotal role in the messaging process, underpinning successful communication, and fostering greater trust and transparency among consumers.

Upholding Robust Security

A certified partner in the Salesforce AppExchange ecosystem, TrueDialog adheres to stringent security requirements, including comprehensive application security measures and rigorous penetration testing protocols. A recent testament to this commitment was its swift adaption to Salesforce’s mandatory two-step authentication requirement. TrueDialog promptly modified its application to meet these standards, implementing changes such as IP address restrictions for callbacks to ensure overall system security and compliance.

In addition to Salesforce’s security framework, TrueDialog’s applications find a secure home in Microsoft Azure’s robust infrastructure. Microsoft’s rigorous security protocols encompass biometric scanning and highly secure facility management. To enhance this security layer, TrueDialog deploys multiple firewalls, VPNs, and a one-way traffic system. It also ensures data-at-rest encryption, safeguarding stored data from unauthorized access.

Complementing these external measures, TrueDialog upholds its internal security protocols and standards, positioning itself as a high-trust company. It extends its commitment to data security through 24/7 monitoring via a security operations center. This setup vigilantly observes the applications for any suspicious activity and routinely tests endpoints and devices to preempt potential vulnerabilities or compromises.

Another remarkable aspect of TrueDialog’s application is that it does not require clients to upload sensitive information like bank details and only requires a phone number. The integration works directly with Salesforce, transferring only relevant data needed for messaging, without storing any contact data attributes in the system. This ensures no sensitive data is transferred to any service provider, alleviating security concerns.

Broadening Horizons through Vertical and Horizontal Strategies

TrueDialog’s top-notch SMS integration with Salesforce CRM has proven its worth by optimizing marketing strategies and facilitating seamless communication for various businesses and educational institutions. As the company broadens its offerings and delves into new verticals, it is poised to become an indispensable resource in the omnichannel marketing landscape. It is set to unveil Salesforce Marketing Cloud, marking a significant milestone in its expansion trajectory. Along with a steadfast commitment to strengthening both its horizontal and vertical strategies, this launch highlights TrueDialog’s continuous pursuit to provide streamlined and effective communication solutions for all scales of businesses.