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Texting vs Email: Choosing the Right Communication Channel for Your CRM! - CRM Software Blog

Texting vs Email: Choosing the Right Communication Channel for Your CRM! – CRM Software Blog

by zaki Ghassan


Quick Quiz:

What’s more likely to be read:

A. A perfectly designed email newsletter?
B. A short, friendly text with a direct call to action?

If you chose B, you’re thinking like your customer.

In today’s mobile-first world, customers expect immediacy. That’s why more businesses are turning to SMS as a core component of their CRM strategy.

Whether you’re nurturing leads, confirming appointments, or sending reminders, text messages offer a level of immediacy and engagement that email just can’t match.

That’s where TextSMS4Dynamics steps in. Seamlessly integrating with Microsoft Dynamics 365, it empowers teams to send, receive, and automate SMS conversations directly within their CRM.

Let’s break down the data behind SMS vs. email.

SMS Statistics


98% Open Rate, 90 Seconds Response Time, 45% Engagement, 209% Higher Visibility

Email Statistics

20% Open Rate, 24-Hour Average Response Time, 6% Engagement Rate, 45% End Up in Spam

The Power Duo: When to Use Email, When to Use SMS

They’re not enemies—email and SMS can (and should) work together. Here’s how smart CRM strategies divide and conquer:

Use Case Email SMS
Long-form content, newsletters
Detailed reports, attachments
Urgent updates, reminders
Appointment confirmations ⚠️
Quick follow-ups, lead nudges ⚠️
Event RSVPs, last-minute alerts

If you’re already using Dynamics 365 CRM, why not add advanced SMS capabilities right where your team works?

Let’s deep dive into the features of TextSMS4Dynamics:

  • Keep all customer interactions in one place

This feature allows seamless SMS communication within Microsoft Dynamics 365, consolidating messaging activities without needing to switch platforms.

Example: Users can view the configuration, mobile number, message content, status (sent, delivered, failed), direction (incoming/outgoing), and timestamp for each SMS within the CRM.

  • Stay informed about customer communications

Users receive alerts for new incoming messages directly within the Dynamics platform, enabling timely responses to customer inquiries.

Example: A notification appears when a customer sends a message, prompting the user to respond quickly.

  • Quickly access customer data during conversations

TextSMS4Dynamics maps new messages to existing CRM records based on mobile numbers, facilitating context-rich conversations.

Example: If Justin, a CRM contact, sends a message, the system automatically associates it with his record for better follow-up.

  • Access to historical data for informed decision-making

All messages exchanged are stored as sessions, providing a complete history of interactions for easy reference.

  • Reduce manual tasks and improve efficiency

Users can set up automated messages triggered by specific CRM events, such as lead creation or appointment reminders.

Example: When a new lead is added, an automated welcome message is sent to the associated contact.

  • Turn conversations into actionable CRM records easily

Users can create CRM records directly from message interactions, ensuring that important customer data is captured seamlessly.

Example: After a conversation, a user can create a case record by clicking “Create Record” and filling in the necessary details.

  • Easy-To-Use Messaging User Interface

The user-friendly messaging interface allows users to initiate and manage SMS conversations directly within the CRM.

Example: Users can select a contact, choose a message template, and send a message without leaving the CRM.

  • Supports Multiple Languages, Emojis, and Images

The platform supports communication in various languages, along with emojis and multimedia, enhancing user engagement.

Example: Users can send messages in French, include emojis for emotional expression, and attach images to their messages.

Wrapping Up

In the battle of Text SMS vs. Email within the CRM landscape, SMS stands out for its immediacy, engagement, and effectiveness. By incorporating a tool like TextSMS4Dynamics, businesses can streamline their communication processes, ensuring they meet their customers’ needs promptly and efficiently.

Ready to transform your customer communication strategy?

Explore the benefits of integrating SMS with your CRM through TextSMS4Dynamics today, and watch your customer engagement soar!

Try it out by downloading a 15-day free trial from our website or Microsoft AppSource.

For more information, please contact us at crm@inogic.com.


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