You can click a picture of the document and send it in the form of an image. One way to send documents and PDF files is in the form of images. There are three ways to send documents and PDF files through Salesforce SMS.
#SMS PLUS TEXT HOW TO#
Why and How to Send a PDF and Other Documents via SMS?Ĭollecting documents over email is the most traditional form which may extend the documentation process.īut, people are more likely to check SMS than emails which is why the text has the highest open and response rate.Īnd this highest open rate of SMS can benefit you in the documentation process too.Ĭonsequently, you can expect a quick response from customers and accelerate the documentation process. This is where SMS comes to the rescue and allows you to send files in different formats like PDF. Thus, firms need a concreate process to communicate and follow up with customers reliably and faster. Even worse, many times, recipients do not receive calls or check the email, which expands the time frame of the documentation process. Sometimes, it takes several follow-ups to complete the documentation process. What makes the task more challenging for employees is they keep following up with prospects and customers through calls and emails for required documents but don’t get them on time. Whether it’s real estate, education, recruitment, finance, healthcare, or any other industry, documentation is a run-of-the-mill activity that employees manage in every firm.
Not Sure How to Send a PDF via SMS? Here’s How To Do This
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