Telestax Blog

CRM Integration for Visual Designer

Integrate messaging campaigns and other communications with CRM and third-party solutions to create a seamless customer experience.

Personalized customer experiences are the bedrock of digital marketing. Using a customer’s name or other applicable details during business-related interactions can improve attention and engagement. HubSpot notes that personalized calls to action perform over 200 percent better than basic CTAs, while Forrester analysts estimate that nearly 90 percent of digital businesses are now investing in personalization.

What’s In a Name?

With customer demand driving innovation, organizations are seeking ways to personalize communications experiences. Communications platform as a service (CPaaS) solutions like Telestax have paved the way for providers to deliver personalized communications experiences to their enterprise customers via an easy to use, drag and drop interface called Visual Designer

For example, when setting up a new communications flow using SMS or voice, it is possible to integrate with existing customer relationship management (CRM) applications like Salesforce, Zendesk, and more. Enterprises can send programmable text messages (SMS) or set up an IVR that communicates to the customer using key details populated by the CRM, such as the customer’s name, city, or region. 

An additional business value to this approach is that, as the customer responds to the CRM query in real time, the CRM data is automatically updated with the customer’s response, renewal agreement, updated contact info, or other relevant changes. This is just another example of how CPaaS can play a part in automating time-consuming business processes.

Visual Designer Makes Personalization Possible

CPaaS allows you to begin with an application like a simple IVR menu and add features and applications to customize a specific experience. With Telestax, Visual Designer makes it easy to drag and drop different actions, or verbs to create a communications flow. 

There’s almost no limit to the types of experiences you can create with your CPaaS-enabled communications provider. 

Going Forward

Number Masking, Smart 2FA, SMS and voice-based messaging with speech-to-text functionality are all CPaaS applications and features that business customers rely on to create effective digital customer experiences. With the power of CPaaS, communications providers can help deliver these services. 

By choosing Telestax for these solutions (rather than an over-the-top vendor) providers benefit from the bring your own carrier (BYOC) model, retaining traffic on their own network for additional control and service assurance.

To learn more about Telestax applications and services, contact

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