Summary
This article explores the importance of SMS and voice communication in maintaining strong relationships with clients. Learn how using these channels effectively can improve communication and keep clients engaged throughout the mortgage process. By the end, you’ll know how to leverage SMS and voice communication to enhance client satisfaction and increase business efficiency.
The BNTouch Voice Module is a transformative addition to your BNTouch CRM, enhancing your client communication capabilities with borrowers and partners beyond traditional email and postcard marketing.
This robust feature allows you to send text messages, make calls directly from your CRM, pre-record audio messages, and much more. Let’s dive into how you can enable and utilize this powerful tool to boost your business efficiency.
Enabling the BNTouch Voice Module
To enable the BNTouch Voice Module, administrative privileges are required. If you’re not an administrator, you’ll need to contact one. Administrators can activate the module by:
- Clicking the user menu in the upper right corner of the CRM.
- Selecting “Modules” and finding the BNTouch Voice Module.
- Hovering over the module to check pricing and availability.
- Clicking “Activate Module” to get started.
Once enabled, you’ll see new options throughout your CRM for texting and calling.
Configuring BNTouch Voice Settings
Navigate to the options tab in your CRM and click “BNTouch Voice Settings” under the modules category. Here’s a breakdown of the sub-tabs you’ll encounter:
- Voice Home: Test the click-to-call functionality, view billing details, plan allotment, and usage. Configure caller ID and SMS ID numbers, and manage incoming message settings.
- My Recordings: Record and manage voice messages to be used in your CRM. Name, share, and listen to your recordings easily.
- Call & SMS Message Logs: Review all communications, including details like sender, recipient, message type, and associated costs.
- Usage Summary Report: Monitor SMS and call usage by each user, categorized by user group.
- User-based Phone Number Assignment: Assign phone numbers to users and manage local numbers for better client reach.
- Assigned Phone Numbers: Manage your account’s phone numbers, purchase new numbers, and release old ones.
- SMS Campaign Triggers: Set triggers for marketing campaigns based on incoming SMS keywords or phrases.
Utilizing Text Messaging Features
With the voice module enabled, sending SMS messages for client communication becomes seamless. You can:
- Send SMS messages from any client record.
- Create and use message templates.
- Log SMS interactions in the client’s tracker for a comprehensive communication history.
- Automate SMS messages in marketing campaigns.
- Send bulk SMS messages to multiple clients or partners.
Leveraging Click-to-Call
Initiate calls directly from client records using your computer’s microphone and speakers. This feature streamlines communication, allowing you to stay within your CRM while making calls.
Pre-recorded Voice Messages
Record messages and send them to clients and partners as part of your marketing campaigns. This personalized touch can significantly enhance your engagement rates.
Text-to-Speech Processor
For a more automated approach, use the text-to-speech feature to convert text into audio messages within your marketing campaigns. This ensures your messages are heard clearly and professionally.
Mobile Access
All these features are accessible via the BNTouch mobile app, enabling you to communicate effectively even on the go.
Conclusion
The BNTouch Voice Module is a game-changer for businesses looking to enhance their CRM capabilities and client communication. By leveraging this tool, you can communicate more effectively and efficiently with your borrowers and partners, leading to better engagement and improved business outcomes. To explore more features and tutorials, visit the BNTouch YouTube channel.
Key Takeaways
- Instant Communication
SMS and voice communication allow for instant, direct interaction, ensuring clients stay informed at all times.
- Personalized Client Experience
Sending tailored SMS or voice messages helps create a more personalized experience, building stronger relationships.
- Higher Engagement
Clients are more likely to engage with SMS and voice messages, increasing the chances of a successful loan process.
Commonly Asked Questions
- How does SMS communication benefit clients?
It provides fast, convenient communication, keeping clients informed and engaged.
- Why is personalized communication important?
It makes clients feel valued, leading to stronger relationships and increased trust.
- What impact does voice communication have on engagement?
It adds a personal touch, improving client interaction and increasing response rates.
- How can SMS & voice improve the mortgage process?
They keep clients informed in real time, reducing misunderstandings and ensuring smoother transactions.