The BNTouch Voice Module is a transformative addition to your BNTouch CRM, enhancing your client communication capabilities with borrowers and partners beyond traditional email and postcard marketing.
This robust feature allows you to send text messages, make calls directly from your CRM, pre-record audio messages, and much more. Let’s dive into how you can enable and utilize this powerful tool to boost your business efficiency.
Enabling the BNTouch Voice Module
To enable the BNTouch Voice Module, administrative privileges are required. If you’re not an administrator, you’ll need to contact one. Administrators can activate the module by:
- Clicking the user menu in the upper right corner of the CRM.
- Selecting “Modules” and finding the BNTouch Voice Module.
- Hovering over the module to check pricing and availability.
- Clicking “Activate Module” to get started.
Once enabled, you’ll see new options throughout your CRM for texting and calling.
Configuring BNTouch Voice Settings
Navigate to the options tab in your CRM and click “BNTouch Voice Settings” under the modules category. Here’s a breakdown of the sub-tabs you’ll encounter:
- Voice Home: Test the click-to-call functionality, view billing details, plan allotment, and usage. Configure caller ID and SMS ID numbers, and manage incoming message settings.
- My Recordings: Record and manage voice messages to be used in your CRM. Name, share, and listen to your recordings easily.
- Call & SMS Message Logs: Review all communications, including details like sender, recipient, message type, and associated costs.
- Usage Summary Report: Monitor SMS and call usage by each user, categorized by user group.
- User-based Phone Number Assignment: Assign phone numbers to users and manage local numbers for better client reach.
- Assigned Phone Numbers: Manage your account’s phone numbers, purchase new numbers, and release old ones.
- SMS Campaign Triggers: Set triggers for marketing campaigns based on incoming SMS keywords or phrases.
Utilizing Text Messaging Features
With the voice module enabled, sending SMS messages for client communication becomes seamless. You can:
- Send SMS messages from any client record.
- Create and use message templates.
- Log SMS interactions in the client’s tracker for a comprehensive communication history.
- Automate SMS messages in marketing campaigns.
- Send bulk SMS messages to multiple clients or partners.
Leveraging Click-to-Call
Initiate calls directly from client records using your computer’s microphone and speakers. This feature streamlines communication, allowing you to stay within your CRM while making calls.
Pre-recorded Voice Messages
Record messages and send them to clients and partners as part of your marketing campaigns. This personalized touch can significantly enhance your engagement rates.
Text-to-Speech Processor
For a more automated approach, use the text-to-speech feature to convert text into audio messages within your marketing campaigns. This ensures your messages are heard clearly and professionally.
Mobile Access
All these features are accessible via the BNTouch mobile app, enabling you to communicate effectively even on the go.
Conclusion
The BNTouch Voice Module is a game-changer for businesses looking to enhance their CRM capabilities and client communication. By leveraging this tool, you can communicate more effectively and efficiently with your borrowers and partners, leading to better engagement and improved business outcomes. To explore more features and tutorials, visit the BNTouch YouTube channel.
Contact us to book a free demo today!
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