Clerk - SMS for Salesforce

Send and receive text messages with your existing contacts, leads, and opportunities natively in Salesforce. Connect your existing Twilio, RingCentral account, or get a new number.

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Send SMS from Salesforce

Clerk works out-of-the-box with the tools you rely on everyday. Let your team leverage the power of Salesforce SMS in only a few clicks.

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Sales Teams Need SMS

Long live e-mail and cold-calls. The easiest way to get in front of your potential and existing customers in the most personable way is via text messages. Connect Clerk in minutes and use SMS with the tools you already know and love.

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Texting, now inside Salesforce

Your team can now text leads

With an open rate of over 90% empower your sales team with SMS. Send important updates, reminders and information all through SMS - without leaving the Salesforce app.

A business phone made for sales teams

Leave text-thumb behind and let your sales team focus on what matters: closing deals. Clerk allows your sales team to connect with leads and creates a conversation history so they never miss a beat.

Send bulk SMS to multiple contacts

Forget about switching between apps, contacts and central sources of truth. With Clerk for Salesforce send a sequence of messages based on lead stage and send your contacts timely texts to ensure their attention to your product.

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Bring Your Own Number

Connect your existing carrier and enjoy all of the benefits and features of Clerk while keeping your service provider contracts, phone numbers, and rates.

RingCentral

RingCentral for Salesforce integration brings your phone number natively into Salesforce.

Twilio

Enable your Twilio phone number in Salesforce and consolidate communication.

Zoom Phone

Host the SMS portion of your Zoom phone number and use it directly in Salesforce.

Vonage

Enable your Vonage number in Salesforce and consolidate communication.

Google Voice

Consolidate your google voice conversations in Salesforce

VoIP / Landline

Enable SMS capabilities on your existing VoIP or a landline.

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Scheduled SMS Campaigns

95% of SMS are read in the first 5 minutes. Included in all plans, you can start sending important alerts, thousands of messages, marketing campaigns or promotions in one click. You can even schedule multiple SMS campaigns minutes, days and weeks in advance.

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Salesforce Slack Integration

The power of Salesforce inside the beauty of Slack. Clerk is the first and only SMS app that allows conversations to be persistent across both Salesforce and Slack.

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Bi-directional

The power of Salesforce inside the beauty of Slack. Your customer conversations are synced between both platforms.

Native

Clerk is built natively into Slack and Salesforce. Never stop to use a separate tool, Clerk is optimized for each platform.

Threaded

Your staff can now have their own private SMS channel or you can have a centralized inbox channel in Slack.

Powerful

Respond faster to new opportunities and collaborate seamlessly with customers in both Salesforce and Slack.

Your Business Phone, in Salesforce

Enable powerful add-ons such as calling, call-forwarding, voicemail and make Slack a telephony powerhouse.

Additional Numbers

Want to give customers the ability to text several numbers? Maybe you need a different number for customer support, sales or appointments.

IVR Menu

Interact with callers and gather information by giving them choices via a menu. Performs business actions based on the answers.

Toll Free Numbers

1-800 numbers are also supported in Clerk! Let your customers text your global support system, right in Slack.

Call Forwarding

Never miss a call with Clerk - push all incoming calls to a number of your choice.

Voicemail

Let your customers leave you a voicemail. The message gets automatically transcribed so you can both listen to it or read it right in your Slack channel.

Automation

Don't leave your clients hanging. Setup automatic responses and keywords for when your business is closed or for the first time a client texts you to welcome them.

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The #1 SMS Solution on the Salesforce AppExchange

From startups to the Fortune 500, Clerk is the most visual and simple way for teams to comminicate via text message in Salesforce.

Helpful answers

We know there's a lot to learn and read about all that Clerk can do. Here are some of the most frequently asked questions.

Can you send SMS from Salesforce?

Clerk allows you to send and receive text messages to your leads and contacts natively in Salesforce.

How to send sms using Twilio in Salesforce?

Just add Clerk to your Salesforce workspace, input your Twilio credentials and start sending and receiving SMS/MMS in realtime all in Salesforce.

How many phone numbers can you assign in Salesforce?

Clerk allows you to have a unique number for every member of your Salesforce organization. You can get one or 10,000+ phone numbers. Clerk scales with your organization.

Can you help with a custom request?

Absolutely. Please reach out to support@clerk.chat and we will get back to you asap.

Can I send bulk SMS messages in Salesforce?

Yes. Our bulk texting service lets you reach large groups of people with a single text. Manage your marketing efforts in one place with the Marketing Cloud integration.

Does Clerk support emoji and images?

Use Clerk the same way you would use your mobile phone. Both emoji and image messages are suported.

Can I voice call from Salesforce?

Calling functionality is currently in Beta. If you would like to enable calling from Salesforce please reach out to our support team.

Does Clerk have a Slack Salesforce integration?

Clerk has a number of unique integrations with tools such as Hubspot, Gsuite, Salesforce.

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