SMS & Fax Hub Reviews & Product Details

𝗦𝗠𝗦 & 𝗙𝗮𝘅 𝗛𝘂𝗯: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗦𝗠𝗦 𝗠𝗲𝘀𝘀𝗮𝗴𝗶𝗻𝗴 𝗮𝗻𝗱 𝗦𝗲𝗰𝘂𝗿𝗲 𝗢𝗻𝗹𝗶𝗻𝗲 𝗙𝗮𝘅 𝗶𝗻 𝗢𝗻𝗲 𝗣𝗹𝗮𝗰𝗲 Most teams manage their customer communication across too many tools. They text in one app, fax in another, and none of it is tied back to the CRM. SMS & Fax Hub brings together Salesforce SMS messaging and secure online fax into a single workspace, so every conversation stays searchable, logged, and linked to the right record without leaving Salesforce. 𝗢𝗻𝗲 𝘄𝗼𝗿𝗸𝘀𝗽𝗮𝗰𝗲 𝗳𝗼𝗿 𝗦𝗠𝗦, 𝗠𝗠𝗦, 𝘁𝗲𝗹𝗲𝗽𝗵𝗼𝗻𝘆 𝗮𝗻𝗱 𝗳𝗮𝘅 Your team can send an SMS from Salesforce, engage in two-way conversations, and send online faxes directly from any standard or custom object. All messages & faxes are automatically captured and associated to the right record, which means there is no copy-pasting between systems and no lost history. A unified inbox brings it all together:   • View each text and fax conversation in one view   • Filter, prioritize, and assign messages across the entire team   • Respond immediately without opening the underlying record 𝗧𝘄𝗼-𝘄𝗮𝘆 𝘁𝗲𝘅𝘁𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗳𝘂𝗹𝗹 𝗖𝗥𝗠 𝗰𝗼𝗻𝘁𝗲𝘅𝘁 Whenever a customer responds, the message links straight to the associated Lead, Case, or custom object, so every agent has complete background information before they respond. This keeps Salesforce text messaging conversational as opposed to transactional, and enables support and sales teams to act with the necessary information in a timely manner. 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝘁𝗵𝗮𝘁 𝗳𝗶𝘁𝘀 𝘆𝗼𝘂𝗿 𝗲𝘅𝗶𝘀𝘁𝗶𝗻𝗴 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀 SMS & Fax Hub plugs into Salesforce Flow, Apex, and the API, so you can trigger confirmations, reminders, alerts, and document workflows based upon a record change or approval. Incoming texts and faxes route automatically, and dynamic templates allow you to create personalized SMS and fax communications at scale, so your campaigns or reminders read like it was written for one individual. 𝗦𝗲𝗰𝘂𝗿𝗲 𝗼𝗻𝗹𝗶𝗻𝗲 𝗳𝗮𝘅 𝗯𝘂𝗶𝗹𝘁 𝗳𝗼𝗿 𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗲𝗱 𝘁𝗲𝗮𝗺𝘀 Send and receive encrypted faxes from within Salesforce, complete with delivery confirmations and audit trails. We understand how many organizations especially in the areas of healthcare, insurance and financial continue to rely heavily on fax for exchanging forms and documentation, where compliance is not optional. Our Salesforce Fax Integration includes consent tracking, role based access, full auditable logs and all other requirements necessary to support HIPAA compliant faxing without having to add another application. 𝗞𝗲𝗲𝗽 𝘆𝗼𝘂𝗿 𝗲𝘅𝗶𝘀𝘁𝗶𝗻𝗴 𝗻𝘂𝗺𝗯𝗲𝗿 𝗮𝗻𝗱 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗶𝗻 𝘃𝗶𝗲𝘄 You can activate texting on your current mobile or landline number, so your team adds SMS and fax capability without switching providers or disrupting an established process. The built-in 10DLC-approved setup keeps delivery fast and reliable. Usage metrics including trends and patterns for SMS and fax are presented in dashboards, allowing you to analyze conversations rather than searching through each thread individually. 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗯𝗿𝗶𝗻𝗴 𝗮𝗹𝗹 𝘆𝗼𝘂𝗿 𝗺𝗲𝘀𝘀𝗮𝗴𝗶𝗻𝗴 𝗶𝗻𝘁𝗼 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲? If your organization uses multiple applications for texting, faxing and recording call notes, SMS & Fax Hub can consolidate these functions into one Salesforce-native application. Your organization can keep its existing numbers, automate the routine sends, and link each conversation directly with the correct record from day one.