Mogli: The Easy Way to Text on Salesforce

Highlights

• All Mogli plans are customizable, priced annually, and include unlimited user licenses and contacts, a dedicated Account Manager, guided onboarding, technical support, and a complete self-service user guide.
• When you use Mogli, your teams (and your texts) stay within the CRM. There’s no toggling between tabs or importing data. With Agentforce and Marketing Cloud support, the more your org has invested in Salesforce, the more powerful Mogli becomes.
• Mogli’s support and implementation teams are 100% US-based, and we all know Salesforce. We take a consultative, hands-on approach to onboarding (including carrier registration), training, and support. You’ll have someone to go to at every stage.
• Mogli makes it easy to bidirectionally communicate with your contacts from within Salesforce, while automatically tracking and logging all message history.
• Reach large segments of your audience instantly and easily with bulk messaging. Select recipients from your Salesforce Campaigns, Reports, and List Views. Save time with message templates and personalize at scale with merge fields.
• Optional Mogli AI features, Conversation Summary and Message Recommendation, make it easier to manage conversations between team members and reduce response times.
• With support for SMS, MMS, RCS, and WhatsApp, Mogli makes it easy for you to send and receive all kinds of text messages. We give you the flexibility to choose the best protocol for your organization’s strategy and goals.
• Mogli for Agentforce makes it easy to turn text messaging into an agentic channel. Capture leads, nurture, convert, and upsell - autonomously, 24/7.
• Easily incorporate text messages into Journey Builder with Mogli for Marketing Cloud. All messages sent and received are logged directly to the customer’s record in Salesforce Core and are visible across teams via the Mogli Conversation View.

What Mogli: The Easy Way to Text on Salesforce does

• SMS, MMS, RCS, WhatsApp, Scheduling, URL Tracking, Text-to-Voice, File-to-Voice

• Built on and for Salesforce

• Unlimited users for every plan

• 100% USA based support

• Configuration and gateway (number) registration included

• Compatibility with most standard and custom Objects (including Person Accounts)

• Options to bring your own phone numbers and shortcodes

• Global coverage

More Features:

• Real-time one-to-one SMS & WhatsApp conversations

• Bulk SMS with campaigns, list views, and reports

• Immediate notifications of incoming messages

• Customizable message Conversation Views for each user

• Auto-create Contacts/Leads, Cases, Opportunities, and event registrations

• Voice features for auto-calling and text-to-speech

• Automated follow-up based on answers to specific survey questions

• Inbound keywords and auto-responses

• Merge fields on individual and bulk texts

• Ability to automate messages using Workflow, Process Builder, Flow, and Triggers

• Mobile-first meeting scheduling

• Dashboard responses to get a 360-degree view of your clients

Industries:

Education, Financial Services, NonProfit, Real Estate, Manufacturing, Staffing and Recruiting, Legal, Government

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