SMS Alerts to Salesmen regarding new CRM Opportunities
We wanted a direct way of alerting our salesmen that they had a new opportunity assigned to them on Microsoft CRM. They already receive email alerts but this hadn't been achieving a quick enough response rate.
Therefore we decided to create a utility whereby our telemarketers could alert the salesmen via a text message. This utility would need to be activated manually so that the telemarketer could decide if it was appropriate to send a text message or not.
And the SMS gets sent.
Therefore we decided to create a utility whereby our telemarketers could alert the salesmen via a text message. This utility would need to be activated manually so that the telemarketer could decide if it was appropriate to send a text message or not.
We put a button on the Opportunity form as shown below:
Clicking this but brings up the following "Are you sure?" type window:
And the SMS gets sent.
The code behind the scenes basically does the following:
- Extracts the User ID of the owner of the Opportunity record.
- Looks up the Users mobile phone number on CRM.
- Generates an Email for TextMagic where the email address to sendto address is in the format ###########@textmagic.co.uk where ########### is the Users mobile phone number. The From address is an address we have registered with TectMagic. The emails content contains "Hi, Username, you have a new opportunity on CRM: CompanyName created CreatedByName".
- TextMagic takes the users mobile number from the To address and then sends the email bodytext to the user via SMS.
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