Can I filter the metrics included in the SMS summary?

Yes, you can specify which metrics you consider key. DryMerge will tailor the SMS summary to include only the metrics you choose.

Can I send the summaries to multiple recipients?

Definitely! You can customize the list of recipients to include multiple people, such as assistant managers or team leaders.

Are there any limitations to be aware of?

SMS messages can only be sent based on the data contained within Salesforce. Ensure your Salesforce data is up-to-date and accurately reflects team performance metrics.

Who benefits from this automation and how?

Sales managers and team leaders benefit from this automation as it provides them with regular updates on team performance, helping them to strategize and improve efficiency.

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Salesforce + SMS

Send Weekly Team Performance Summaries from Salesforce via SMS

Stay on top of your team's performance by receiving a comprehensive SMS summary of key metrics every week, directly from Salesforce. This automation aids sales managers in tracking their team's achievements and identifying areas for improvement.

Weekly Salesforce Summary

Triggers every week to gather key team metrics.

Send SMS Summary

Sends an SMS with performance metrics to the sales manager.

See more Salesforce to SMS integrations or use AI to customize your automation.

or pick a common variation below

Send Daily Sales Performance Summaries via SMS from Salesforce

Salesforce + SMS

Notify Managers of Critical Case Updates in Salesforce via SMS

Salesforce + SMS

Send Hourly SMS Summaries of Salesforce Sales Activities

Salesforce + SMS

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Send weekly team performance summaries from Salesforce via SMS"

Send weekly team performance summaries from Salesforce via SMS

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with SMS + Salesforce.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

SMS

Send and receive text messages for alerts, notifications, and two-way communication. Engage with your audience directly through SMS.

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CRM Platform

Zoho CRM

CRM Platform

Slack

Team Chat

Discord

Voice Chat

Get Started with DryMerge

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