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June 15, 2020

Text And Mobile Messaging- The Customer-Centric Channel Of The Future

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In our last post I laid out a vision for the future of CRM as one where Sales and Marketing will unify with Support in order to create a truly customer-centric experience, and where contact centers will personalize that experience to individual customers. In some cases, the tools for achieving this vision have not been fully developed yet. Others are available and ready for use, but the organizational limitations we’ve written about previously  (siloes, ingrained processes, poor data management, etc.) are keeping companies from implementing them and reaping their benefits.

One such technology that has been available for several years, yet is surprisingly underutilized by many contact centers, is text and mobile messaging. The majority of businesses still require customers to call or email to get support. Some have implemented webchat, which is an improvement in some cases, although it still requires the customer to sit in front of a screen and keep the session open. If the agent is talking with too many people (usually more than two) at once, the customer is often left waiting just as long between responses as they might have been sitting on hold. And on the business end, it does not increase efficiency significantly over the phone channel because of the speed required for responses.

Two-way messaging options like texting and mobile messaging channel, which encompasses traditional SMS as well as services like Facebook Messenger and WhatsApp, solves for many of the pain points of the dreaded customer service experience. It allows customers to contact businesses on their own time, sending a text like, “Where is my order? I was supposed to receive it on Friday,” and going about their day. Thanks to CRM, the agent can identify the texter via their phone number or username, so the customer doesn’t have to provide an order number or any other personal information. Just a few minutes later, the agent texts back: “Hi Michele- So sorry your order is late! I have just tracked it and it’s scheduled to arrive by 3pm today.” Because the conventions of texting are different from those of webchat, the customer will likely be delighted with a response time of a few minutes. Meanwhile, that same experience would seem excruciating on webchat.

The text and mobile messaging channel can alleviate many of the current customer experience pain points caused by a disjointed CRM. Below, we list a few ways:

SMS Can Be Used Throughout the Customer Journey: Unlike voice or web chat channels, text and mobile messaging can be used all the way from acquisition through support. Contact centers can proactively reach out to customers who have engaged with them via messaging with promotional offers, and respond back to them promptly to deal with any support issues post-purchase. A true omnichannel messaging platform should integrate seamlessly with the CRM so that the entire messaging history is accessible alongside all other customer communications. Instead of viewing these messages as “tickets,” they can be part of a continuous conversation with the customer that helps to build a stronger relationship with your business.

SMS Makes for Better Personalization: As the order update scenario above illustrates, texting allows agents to interact with customers on a more conversational and personalized basis, bypassing the typical identification steps required in other channels. Skilled agents (after a bit of high-level guidance) should also be able to match the tone and texting style of the customer so the interaction feels natural to them.

Leads to More Customer-Driven KPIs: Once you start communicating with customers on their own terms, KPIs change. Metrics like “Time to Resolution” will be replaced with new ones like “Dedicated Agent Time,” which measures the time an agent actually spends on a single conversation, which could be a few minutes spread over an hour or more, depending on the customer’s response times.

SMS Delights Customers and Improves Retention: Too many companies still communicate with customers via the methods and channels that are most convenient for them rather than in ways the customer actually wants. While some people do prefer resolving issues on the phone, more and more people are becoming used to communicating solely via text and other messaging channels, especially digitally native younger generations. Allowing the customer to reach your agents  in the way that works for them goes a long way toward keeping them loyal to your brand.

In addition to the benefits reaped by the customer and business, text and mobile messaging improves the agent experience and increases efficiency. Agents who work in the voice or webchat channels are under a lot of pressure to answer in real time, or within seconds. The asynchronous nature of text and mobile messaging gives agents time to research the customer request and come back with an accurate response. This also means that a single agent can communicate with several customers at once without degrading the customer experience. Reading and answering an angry customer message is a lot easier than being screamed at over the phone, which causes a lot of agent turnover.

In our next post we’ll lay out a plan for implementing the organizational changes necessary to use CRM and integrated tools like messaging platforms to become more customer-centric.

Stay tuned. 

Missed the first two posts in this series? Check them out:

Why CRM is Keeping Internal Siloes Intact

Unifying Sales, Marketing, and Customer Support Via CRM: How to Get it Done

About LiveVox

LiveVox is a next-generation contact center platform that powers more than 14 billion interactions a year. We seamlessly integrate omnichannel communications, CRM, and WFO capabilities to deliver an exceptional agent and customer experience, while reducing compliance risk.  Our reliable, easy-to-use technology enables effective engagement strategies on communication channels of choice to drive performance in your contact center. Our battle-tested risk mitigation and security tools help clients maximize their potential in an ever-changing business environment.  With 20 years of pure cloud expertise, LiveVox is at the forefront of cloud contact center innovation. Our more than 450 global employees are headquartered in San Francisco; with offices in Atlanta, Denver, New York City, St. Louis, Medellin, Colombia, and Bangalore, India.

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About LiveVox

LiveVox (Nasdaq: LVOX) is a next generation contact center platform that powers more than 14 billion omnichannel interactions a year. By seamlessly unifying blended omnichannel communications, CRM, AI, and WEM capabilities, the Company’s technology delivers exceptional agent and customer experiences, while helping to mitigate compliance risk. With 20 years of cloud experience and expertise, LiveVox’s CCaaS 2.0 platform is at the forefront of cloud contact center innovation. The Company has more than 650 global employees and is headquartered in San Francisco, with offices in Atlanta; Columbus; Denver; New York City; St. Louis; Medellin, Colombia; and Bangalore, India. To stay up to date with everything LiveVox, follow us at @LiveVox or visit

To stay up to date with everything LiveVox, follow us at @LiveVox, visit or call one of our specialists at (844) 207-6663.

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