Description

Built for Admin Heroes

No Data Silos

Route all inbound and outbound messages into one place in Salesforce. Search, report, and collaborate with context.

Simple for Your Users

As easy as texting on your phone, and it integrates seamlessly with campaigns, contacts, and leads.

Scale to Any Size

Manage roles, permissions, numbers, and preferences for a team of 2 or 2,000 in minutes.

Engage Customers and Constituents

Get People’s Attention: With a 98% open rate, text messaging breaks through the noise.
Increase Customer Satisfaction and Retention: Meet people where they are with a personalized text at just the right time.
Boost Team Productivity: Make more connections with fewer clicks using the group inbox and Process Builder.

 

Twillo for Salesforce

Features

  • Two-way conversations with contacts and leads
  • Bulk message builder to broadcast SMS to campaign members
  • Group inbox to manage all text messages in one place
  • Process Builder integration to trigger SMS with workflows
  • Delivery status notifications and reporting
  • Scheduling for outbound text messages
  • Opt-in and opt-out with standard and custom keywords
  • Twilio Apex API library to extend to any Twilio channel
  • 15 standard reports to analyze engagement and results

How does it work?

  1. Connect Twilio: Link your account using the Apex library. Keep control of numbers and channels.

  2. Configure Messaging: Set sender IDs, quiet hours, templates, and keywords. Stay on brand and compliant.

  3. Automate: Trigger SMS with Process Builder or Flow for reminders, updates, and follow-ups.

  4. Measure and Improve: Track delivery, replies, and outcomes with dashboards and 15 ready-to-use reports.

Use Cases

Sales: Instant lead texts, no-show recovery, demo reminders

Support: Case updates, satisfaction surveys, outage notices

Success: Renewal nudges, onboarding tips, account health checks

Public Sector: Constituent alerts, town hall reminders, service updates

Events: Registration confirms, schedule changes, check-in links

Integrations

Salesforce: Campaigns, Contacts, Leads, Cases, Flows, Process Builder

Twilio: Numbers, messaging services, webhooks, Studio add-ons

APIs: Extend to WhatsApp and other channels with the Twilio Apex API

Security and Compliance

  • Role-based access and field-level visibility

  • Opt-in and opt-out enforcement with full audit trails

  • Encryption in transit and at rest within Salesforce

  • Retention and reporting that support reviews and policies

Analytics

  • Delivery and response rates by campaign, rep, and segment

  • Time-to-first-response and SLA trend lines

  • Keyword performance and opt-out monitoring

Quick Wins This Week

  • Text new leads 5 minutes after form submit

  • Remind customers of appointments the day before

  • Alert agents when VIP cases update

  • Nudge event registrants who have not checked in

Get in touch

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At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.

FAQs

Yes. It is optimized for Lightning Experience and supports common Classic layouts across Sales Cloud and Service Cloud.

Yes. Use permission sets, role hierarchies, and field-level security to grant access by team, profile, or queue.

Built-in keyword management enforces consent and logs history to aid TCPA, GDPR, and CCPA compliance with full audit trails.

Supports A2P 10DLC long codes, toll-free, short codes, and alphanumeric sender IDs. MMS and WhatsApp are available via the Twilio Apex API library.

Yes. Trigger transactional SMS from Flow, Process Builder, or Apex for reminders, case updates, and journey orchestration, plus time-zone aware scheduling.

A shared group inbox centralizes two-way threads, routing, and ownership, while delivery receipts and error codes surface in real-time reports.

Use 15 standard reports and dashboards to monitor delivery rate, response time, opt-out rate, SLA adherence, CSAT, and campaign influence.