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Why Law Firms Need to Track Text Message Conversations with Clients

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In the legal world, there’s a perfect storm brewing. With bar restrictions weakening in recent years allowing lawyers to more freely use text messages to communicate, more people glued to their smartphones than ever, and text messaging proving to be a preferred communication method compared to phone calls and emails, text messages can take your practice to new levels of productivity and collaboration.

Let’s dust off the legal speak and explore why your law firm should be incorporating text messaging into your practice’s client interactions.

Why do law firms need to track text messages?

Whether you’re a boutique firm with only a handful of clients or an international practice with hundreds of accounts, text messaging holds immense value for communicating with clients and engaging prospects. But the texts themselves are just one aspect of this powerful communication opportunity. Your law firm needs the right platforms in place to ensure text messages are leading to increased caseloads, improved document collection, and expedited investigations, and these processes can all be enhanced by tracking these interactions and making them available to your teams.

At a granular level, here are some reasons why your law firm should be tracking all text conversations across your practice areas:

  • Firm-wide collaboration: Tracking text messages with a client enables the entire legal team working on their case to review these communications, instead of siloing information to one or two team members. 
  • Recover unbilled communications: If your practice relies on billable hours to generate revenues, text messages are ideal for keeping tabs on billable hours by logging conversations that would otherwise never be recorded.
  • Never miss a conversation: With the right tools to track all text conversations, your firm will always have access to mission-critical information to support your caseload. Should one of your attorneys be away on vacation or leave the practice altogether,  you’ll have past messages on record to share with incoming team members to avoid further disruptions to casework. 
  • Improve your client intake process: By adding text messages into the mix along with traditional emails, phone calls, or referrals, your law firm can expand the ways you connect with potential clients. Regardless of where your new clients are located, you can reach them via text to facilitate fast onboarding.

How to Track Texts in Your Law Firm

Now that you understand the value of tracking text messages across your law firm, how should your practice start recording these conversations? SmartAdvocate is a popular case management system specifically designed for the legal industry, and paired with Uplink, a texting solution designed to help law firms increase their sales opportunities, your attorneys and paralegals can access auto-logged conversations directly in SmartAdvocate to keep updated on every aspect of their cases.

With a SmartAdvocate-Uplink integration, your law firm can also:

  • Avoid disrupted workflows: Your team of attorneys and paralegals don’t need to utilize a third-party messaging application or another device to text and call clients and prospects. 
  • Track unbilled communications: Whether your team is speaking with clients on the phone or texting them directly, Uplink records all of these interactions in SmartAdvocate with easy-to-use dashboards to regain lost revenues.
  • Easily reassign numbers: In case of a team member change, you can reassign numbers to new team members to take over casework communications.

Uplink also integrates with Salesforce CRM for tracking of communication with prospective clients. If you’ve been searching for ways to extend the hours in the day without overextending your attorneys, paralegals, and other team members, text messages can open a new world of possibilities to strengthen relationships with clientele, improve document collection processes, and increase revenues by generating new casework. The proliferation of smartphones means that your attorneys are already likely texting with clients. Are you ready to start tracking these conversations to take full advantage of these interactions?

Request a demo of Uplink today.

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Track Sales Touchpoints Seamlessly in Salesforce for a 360-Degree View

Sales is Going Mobile Actually, we’re already there. Our cell phones are as powerful as our computers and allow us to work whenever and wherever we want. The ability to respond instantly and communicate through voice, text, and video has changed the sales process by increasing the volume and ease of making sales touchpoints. Customers […]

Lunar Chosen to Present at ILTACON Startup Hub

Orlando SaaS company to speak and exhibit new texting solution at legal technology conference ORLANDO, Fla. – Aug. 14, 2019 – Lunar, an Orlando-based Salesforce consulting and SaaS technology company, today announces its acceptance to ILTACON Startup Hub. ILTACON is the leading legal technology conference for forward-thinking professionals who are looking for ways to more […]

    Track Sales Touchpoints Seamlessly in Salesforce for a 360-Degree View

    Older Posts »

    Sales is Going Mobile

    Actually, we’re already there. Our cell phones are as powerful as our computers and allow us to work whenever and wherever we want. The ability to respond instantly and communicate through voice, text, and video has changed the sales process by increasing the volume and ease of making sales touchpoints. Customers are expecting quick replies to their questions, and successful salespeople are leveraging instant communication to drive shorter sales cycles that come along with selling through mobile channels. 

    As account executives work more and more off of their cell phones and move away from the controlled environments of their work computers, sales leaders and operations teams are struggling to determine the best ways to capture data on all of the interactions that occur during the sales cycle such as:

    • Desk Phone Calls
    • Emails
    • Cell Phone Calls
    • Text Messages

    Tack on the additional sales touchpoints and layers of complexity across SDRs, BDRs, AEs, and leadership, and you’re left with a blackhole of data. With the right combination of technologies and processes, all of this data can be captured and related appropriately to records in Salesforce, providing full visibility as prospects work their way through the funnel.

    Manual vs. Auto-Logging

    When approached with the challenge of developing a methodology for tracking and logging sales touchpoints, the first decision that must be made is whether or not you want to put your sales team in control of the data through manual input. This method is less detailed, prone to timestamping errors, and inevitably inaccurate; however, the enforcement of manual logging alleviates technology implementation and the change management that comes along with an auto-logging solution. 

    It’s up to you, the sales leader, to determine if you’re OK with some data vs. the right data. I’m a firm believer that if you aren’t going to do it right, it shouldn’t be done at all. This mindset is especially true when the technologies to track these interactions are highly cost-effective and simple to implement.

    Below are some of the most common sales touchpoints in today’s sales environment and how they can be auto-logged in the CRM using Salesforce’s latest features and integrations.

    Desk Phone Calls

    Inbound calls to desk phones represent a simple entrypoint to track sales activity, yet many reps don’t log inbound calls at all. With manual processes, your team will need to log these calls in the CRM individually, slowing productivity. Luckily, the trio of Shuttle (a user-tracking and lead distribution software), Invoca (a real-time analytics solution to track calls), and Salesforce will enable your team to track source attribution from inbound calls and automatically upload this data to the CRM, taking out any guesswork of how prospects are finding your business. 

    By having this information readily available, your sales team can have more meaningful introductions, achieve greater insight into the buyer’s journey, and allocate more resources to revenue-generating activities that are encouraging people to call. 

    Emails & Calendar Invites

    Salesforce’s Sales Cloud Einstein tool is an artificial intelligence platform. Einstein Activity Capture logs activity from emails and calendar invites to your prospects and customers to improve future sales outcomes by:

    • Integrating with Gmail and Office 365 to automatically sync communications to your Salesforce CRM
    • Showing all captured messages in your Salesforce Activity Timeline to ensure your entire sales team has insights into all interactions
    • Identifying top-performing sales reps to help coach other team members on how to improve their own conversion rates 

    Cell Phone Calls & Text Messages

    If you haven’t noticed already, most people have a smartphone in hand or within an arm’s length reach. For your sales reps, this trend means more prospects at their fingertips. Whether your sales team is speaking directly on their smartphones to targeted audiences or shooting them a text, you need a way to automatically log these conversations in a CRM. 

    Uplink delivers such functionality and can help your salespeople track all sales-related activity from phones and texts directly in Salesforce, providing a full picture of these interactions to help your team identify conversion rates and the types of conversations generating leads. 

    Your organization will enjoy other productivity and cost-saving advantages with Uplink such as:

    • Using native messaging apps and employee devices to send text messages and complete phone calls to avoid any workflow disruptions
    • Avoiding purchasing corporate-owned devices by assigning Uplink numbers to employees’ own phones

    Conference Calls

    If your sales team is dispersed across different locations, or if your salespeople are constantly traveling, conference calls offer an effective way to communicate and collaborate without requiring everyone in the same space. Zoom, a video-conferencing platform, and Chorus, an AI-powered tool that analyzes sales conversations, can both be integrated with Salesforce for the following functions:

    • Schedule Zoom meetings with leads directly in Salesforce
    • Access Chorus conference recordings and notes within Salesforce to improve future sales outreach
    • Automatically create tasks in Salesforce after each Chorus call 

    Web Chats

    The average SDR may have to reach out to prospects across up to seven touchpoints just to have one meaningful conversation. The advantage of live chat tools such as Drift have made it possible for companies to engage website visitors with or without human interaction across different touchpoints. Instead of sending out dozens of emails or constantly dialing prospects, they come to you and are looking for answers to their pain points. 

    Once they’re on the site and want to engage in a web chat, Drift will identify web visitors based on their source, channel, location, lead status, and any pages they’ve viewed. Every chat, new lead, or contact that originates in Drift is uploaded to Salesforce. By creating multiple playbooks with Drift chatbots, your sales team can take more of a hands-off approach but still increase web traffic and efficiently convert visitors into qualified leads, and existing leads into sales opportunities.

    How Lunar Can Help

    With so many touchpoints across the sales spectrum, you may be overwhelmed with how to take advantage of all these channels to optimize your company’s sales efforts, help team members reach more prospects, engage with current customers more personally, close more deals, and boost their ROI. Lunar specializes in helping clients integrate vital business tools with their Salesforce CRM and technology stack to provide a 360-degree view of their targeted audiences throughout the entire sales lifecycle. 

    Get in touch with us today to start automating processes, incorporating text messaging into your sales campaigns, and enhancing your Salesforce instance with every new update. 

    Why Law Firms Need to Track Text Message Conversations with Clients

    In the legal world, there’s a perfect storm brewing. With bar restrictions weakening in recent years allowing lawyers to more freely use text messages to communicate, more people glued to their smartphones than ever, and text messaging proving to be a preferred communication method compared to phone calls and emails, text messages can take your […]

    Lunar Hosts Official Florida Dreamin’ Kickoff Event

    Local Salesforce consultancy hosts learning and networking event ahead of community-led Salesforce conference ORLANDO, Fla. – Aug. 12, 2019 – Lunar, an Orlando-based Salesforce consulting and SaaS technology company, will host a combined learning and networking event ahead of the second annual Florida Dreamin’ event, a community-led Salesforce conference designed to bring relevant content, training […]

      Lunar Chosen to Present at ILTACON Startup Hub

      Older Posts »

      Orlando SaaS company to speak and exhibit new texting solution at legal technology conference

      ORLANDO, Fla. – Aug. 14, 2019 Lunar, an Orlando-based Salesforce consulting and SaaS technology company, today announces its acceptance to ILTACON Startup Hub. ILTACON is the leading legal technology conference for forward-thinking professionals who are looking for ways to more seamlessly integrate technology into the legal industry. Lunar is one of only eight companies chosen to present their innovative approach to outdated business struggles at ILTACON Startup Hub.

      Lunar’s kickoff event will be held on Wednesday, Sept. 11 from 3-6 p.m. at Lunar’s downtown Orlando office, located on the second floor of the 1 S. Orange Ave. building.

      This year, Lunar integrated its business-to-business texting solution, Uplink, with SmartAdvocate, an award-winning legal case management system designed for personal injury and mass tort litigation practices. With this integration, Lunar’s Uplink allows law firms to utilize the ease of communicating with clients via text message and do it safely and securely. With Uplink, lawyers have the ability to text clients from their personal cell phone using a separate phone number unique to each user. All text conversations are automatically synced and saved in a law firm’s CRM, providing firms with full visibility into all activities.

      A Lunar survey found 94% of people consider voicemail to be the least convenient form of communication, and 92% of people prefer texts or emails from a business or salesperson. As a result of this trend, law firms are turning to text messaging to better communicate with clients and are looking for new tools to carry out and document those conversations.

      “Through our work with the large national law firm Weitz and Luxenberg, we recognized that the legal industry could be better equipped to meet their clients’ evolving communication preferences,” said Jon Robinson, president of Lunar. “It is an honor to be recognized as a leader in legal technology solutions and showcase Uplink at ILTACON Startup Hub.”

      ILTACON 2019 is a four-day event, held Aug. 18 to Aug. 22 in Orlando, Florida, that inspires, educates, and informs over 1,600 key decision-making legal technologists. ILTACON provides educational sessions, speakers and exhibitions that cover strategies to alter current legal industry practices for the better. Lunar is scheduled to speak on Tuesday, Aug. 20 at 2:55 p.m. at ILTACON’s Lounge 1 (Gilligan’s Island). 

      “Through Uplink’s SmartAdvocate integration, we are saving law firms time and money by increasing their speed of document collection and case filing,” said Robinson. “At ILTACON, we hope to enlighten legal tech decision-makers on the impact of utilizing texting as a communication channel.”

      Lunar can be found at booth StartUp6. For ILTACON’s exhibitor floor map, visit https://www.iltacon19.com.

      To learn more about Lunar, visit https://www.belunar.com.

      About Lunar

      Lunar automates and integrates technology to get more out of a business’s existing sales and marketing. Focused on revolutionizing the way businesses function through technology, Lunar provides expertise in Salesforce, marketing automation, and application development to produce the most efficient processes to meet client needs. Lunar combines consulting services with its own SaaS products, such as Uplink, a communication tool that allows sales teams automatically log business-related text messages and phone calls, and TicketBeam, a tool that integrates ticketing platform data and Salesforce to enable users to take action off of customer data. Guided by its core value of “Expect the Moon,” Lunar has built a company culture that exceeds and defies expectations, and empowers both employees and customers with knowledge and tools to succeed. For more information, please visit https://www.belunar.com.

      Media Contact
      Amber Richards
      Uproar PR for Lunar
      arichards@uproarpr.com
      (321) 236-0102, x234

      Why Law Firms Need to Track Text Message Conversations with Clients

      In the legal world, there’s a perfect storm brewing. With bar restrictions weakening in recent years allowing lawyers to more freely use text messages to communicate, more people glued to their smartphones than ever, and text messaging proving to be a preferred communication method compared to phone calls and emails, text messages can take your […]

      Image of a space rocket

      Track Sales Touchpoints Seamlessly in Salesforce for a 360-Degree View

      Sales is Going Mobile Actually, we’re already there. Our cell phones are as powerful as our computers and allow us to work whenever and wherever we want. The ability to respond instantly and communicate through voice, text, and video has changed the sales process by increasing the volume and ease of making sales touchpoints. Customers […]

        Lunar Hosts Official Florida Dreamin’ Kickoff Event

        Older Posts »

        Local Salesforce consultancy hosts learning and networking event ahead of community-led Salesforce conference

        ORLANDO, Fla. – Aug. 12, 2019 Lunar, an Orlando-based Salesforce consulting and SaaS technology company, will host a combined learning and networking event ahead of the second annual Florida Dreamin’ event, a community-led Salesforce conference designed to bring relevant content, training and opportunity to Central Florida.

        Lunar’s kickoff event will be held on Wednesday, Sept. 11 from 3-6 p.m. at Lunar’s downtown Orlando office, located on the second floor of the 1 S. Orange Ave. building.

        The kickoff event is intended for local Salesforce users, those interested in learning about Salesforce, and Florida Dreamin’ attendees. It will include presentations by Salesforce experts, small group clinics with other Salesforce customers covering a variety of Salesforce topics, interactive one-on-one sessions with Lunar’s Salesforce consultants, and a networking happy hour. Attendees will also be able to pick up their Florida Dreamin’ attendee passes early.

        Space is limited. Attendees must RSVP via Lunar’s Official Florida Dreamin’ Kick-Off Event registration page.

        “The Florida Dreamin’ organizers put on an amazing inaugural event, and we only expect it to gain more traction each year,” said Jon Robinson, president of Lunar. “We’re excited to get involved even further by hosting this kickoff event, offering an opportunity to network with fellow Salesforce Trailblazers and build even more excitement in our community for the following days’ content.”

        Florida Dreamin’ is a two-day event held on Sept. 12 and 13 to educate, inform and inspire Central Florida’s Trailblazers. Founded by community leaders invested in the Central Florida region, Florida Dreamin’ provides sessions, speakers and hands-on workshops that cover the technical skills, products and soft skills that all Trailblazers need to succeed. 

        “Jon and his team are some of Central Florida’s top Salesforce leaders. Last year, Lunar was one of our first platinum sponsors, held a speaking session and took home the award for our Demo Jam, in which Salesforce app creators showcase their most compelling apps,” said Shane Hayes, founder of Florida Dreamin’. “We hope all of our attendees will take advantage of this free opportunity to engage with our community, learn valuable skills and network ahead of the main event on Thursday and Friday.”

        To learn more about Lunar, visit https://www.belunar.com.

        To learn more about Florida Dreamin’, visit https://www.fldreamin.com/.

        About Lunar

        Lunar automates and integrates technology to get more out of a business’s existing sales and marketing. Focused on revolutionizing the way businesses function through technology, Lunar provides expertise in Salesforce, marketing automation, and application development to produce the most efficient processes to meet client needs. Lunar combines consulting services with its own SaaS products, such as Uplink, a communication tool that allows sales teams automatically log business-related text messages and phone calls, and TicketBeam, a tool that integrates ticketing platform data and Salesforce to enable users to take action off of customer data. Guided by its core value of “Expect the Moon,” Lunar has built a company culture that exceeds and defies expectations, and empowers both employees and customers with knowledge and tools to succeed. For more information, please visit https://www.belunar.com.

        Media Contact
        Amber Richards
        Uproar PR for Lunar
        arichards@uproarpr.com
        (321) 236-0102, x237

        Why Law Firms Need to Track Text Message Conversations with Clients

        In the legal world, there’s a perfect storm brewing. With bar restrictions weakening in recent years allowing lawyers to more freely use text messages to communicate, more people glued to their smartphones than ever, and text messaging proving to be a preferred communication method compared to phone calls and emails, text messages can take your […]

        Image of a space rocket

        Track Sales Touchpoints Seamlessly in Salesforce for a 360-Degree View

        Sales is Going Mobile Actually, we’re already there. Our cell phones are as powerful as our computers and allow us to work whenever and wherever we want. The ability to respond instantly and communicate through voice, text, and video has changed the sales process by increasing the volume and ease of making sales touchpoints. Customers […]

          Lunar Launches Text Messaging Integration with SmartAdvocate

          Older Posts »

          Texting tool Uplink integrates with SmartAdvocate to give law firms text message visibility

          ORLANDO, Fla. – June 25, 2019 Lunar, a Salesforce consulting and SaaS technology company that automates and integrates technology to get more out of a business’s existing sales and marketing, today announces the integration of its CRM texting solution, Uplink, with SmartAdvocate, the award-winning legal case management system designed for personal injury and mass tort litigation practices.

          As a SmartAdvocate Integration Partner, Lunar’s Uplink allows law firms to utilize the convenience of communicating with clients via text message, but do it safely and securely. Text messaging is increasingly the preferred medium for communications among the general public, with emails receiving a 20% open rate compared to text messages’ 98% open rate. Additionally, according to Lunar’s research, 94% find voicemails the least convenient way to communicate. As a result, law firms are turning to text messaging to better communicate with clients, and document those conversations.

          “Using Uplink, our firm is able to collect documentation, complete investigations and process cases faster,” said Yehia Said, director of business operations at Weitz & Luxenberg, a law firm providing legal services to the wrongfully injured nationwide. “Each of Lunar’s innovations has given our firm a competitive edge, and Lunar found another way to make our operations more efficient with Uplink.”

          Uplink’s benefits for the legal industry include:

          • No change in workflow – With Uplink’s seamless integration, text messages and phone calls show as notes in SmartAdvocate files automatically. Users simply send a text or make a call as they normally would using their cell phone.
          • Increased visibility – Leveraging Uplink’s auto-logging capabilities, all attorneys and paralegals working on a case can see in SmartAdvocate any communication that has occurred.
          • Recover unbilled communication with clients – Undocumented interaction with a client via call or text could be costing a law firm hundreds or thousands of dollars. Users can accurately track time spent calling and texting from personal cell phones with Uplink’s reports and dashboards.
          • Relationship ownership – Uplink allows assigned phone numbers to be instantly reassigned to another staff member’s cell phone if an employee is on vacation or leaves the firm.
          • Personal phone number privacy – Uplink allows users to call or text clients directly from their cell phone without exposing their personal number, eliminating the need to have a second phone for privacy reasons.

          “Text messaging is the preferred method of communication for most people, and law firms utilizing this channel via Uplink have found they can process twice the caseload with the same resources,” said Jon Robinson, president at Lunar. “We’ve worked with clients in the legal industry since our founding, and partnering with SmartAdvocate to offer this integration will enable us to better serve the industry.”

          Learn more about Uplink’s integration with SmartAdvocate at https://www.belunar.com/uplink/smartadvocate.

          About Lunar

          Lunar automates and integrates technology to get more out of a business’s existing sales and marketing. Focused on revolutionizing the way businesses function through technology, Lunar provides expertise in Salesforce, marketing automation, and application development to produce the most efficient processes to meet client needs. Lunar combines consulting services with its own SaaS products, such as Uplink, a communication tool that allows sales teams automatically log business-related text messages and phone calls, and TicketBeam, a tool that integrates ticketing platform data and Salesforce to enable users to take action off of customer data. Guided by its core value of “Expect the Moon,” Lunar has built a company culture that exceeds and defies expectations, and empowers both employees and customers with knowledge and tools to succeed. For more information, please visit https://www.belunar.com.

          Media Contact
          Amber Richards
          Uproar PR for Lunar
          arichards@uproarpr.com
          (321) 236-0102, x237

          Why Law Firms Need to Track Text Message Conversations with Clients

          In the legal world, there’s a perfect storm brewing. With bar restrictions weakening in recent years allowing lawyers to more freely use text messages to communicate, more people glued to their smartphones than ever, and text messaging proving to be a preferred communication method compared to phone calls and emails, text messages can take your […]

          Image of a space rocket

          Track Sales Touchpoints Seamlessly in Salesforce for a 360-Degree View

          Sales is Going Mobile Actually, we’re already there. Our cell phones are as powerful as our computers and allow us to work whenever and wherever we want. The ability to respond instantly and communicate through voice, text, and video has changed the sales process by increasing the volume and ease of making sales touchpoints. Customers […]

            Lunar Taps Former Salesforce Account Executive as Sales Manager

            Older Posts »

            Orlando tech company continues to build team, adding talent from top companies

            ORLANDO, Fla. – July 10, 2019 Lunar, a Salesforce consulting and SaaS technology company that automates and integrates technology to help companies get more out of their existing sales and marketing, welcomes Marc Rioux to its team as sales manager. A former account executive for Salesforce, Rioux will add valuable Salesforce insight, especially as it relates to integration and customization. Rioux will oversee both the consulting and product sides of Lunar’s sales team.

            Lunar’s Salesforce consulting services help companies get the most out of their Salesforce investment by customizing the customer relations management (CRM) software to each organization’s unique needs.

            “At Salesforce, I worked with a large spectrum of companies – ranging from one employee to more than 5,000 – and helped them identify the unique ways Salesforce could solve their biggest inefficiencies,” said Rioux. “I’m excited to apply the expertise I gained at Salesforce to meet our goals here at Lunar and constantly innovate for our customers.”

            “Marc is an instant asset to our team, bringing a new level of credibility and expertise to our company,” said Jon Robinson, president at Lunar. “We’re pulling in top talent both nationally and locally who are excited about our trajectory, and that’s in large part due to our company culture, our passion for innovation and the relationships we’ve fostered along the way.”

            Lunar was recently recognized by the Orlando Business Journal as a Best Place to Work. Lunar’s commitment to its culture pillars of “Expect the Moon,” “Better Together” and “Professionally Casual” contributed to its recognition on the list. Lunar’s employees are devoted to going above and beyond for their clients while enjoying a relaxed dress code, a flexible work-from-home policy, a generous parental leave policy and “responsible time off,” meaning as long as responsibilities are being met, employees can take off as much time as needed with approval.

            Lunar also recently added former EA Sports global technology director and IBM software engineer Tim Platt to its executive team as executive VP of technology, building its reputation for attracting talent from top companies.

            Others interested in joining Lunar’s team can find available positions on Lunar’s career page.

            To learn more about Lunar, visit https://www.belunar.com.

            About Lunar

            Lunar automates and integrates technology to get more out of a business’s existing sales and marketing. Focused on revolutionizing the way businesses function through technology, Lunar provides expertise in Salesforce, marketing automation, and application development to produce the most efficient processes to meet client needs. Lunar combines consulting services with its own SaaS products, such as Uplink, a communication tool that allows sales teams automatically log business-related text messages and phone calls, and TicketBeam, a tool that integrates ticketing platform data and Salesforce to enable users to take action off of customer data. Guided by its core value of “Expect the Moon,” Lunar has built a company culture that exceeds and defies expectations and empowers both employees and customers with knowledge and tools to succeed. For more information, please visit https://www.belunar.com.

            Media Contact
            Amber Richards
            Uproar PR for Lunar
            arichards@uproarpr.com
            (321) 236-0102, x237

            Why Law Firms Need to Track Text Message Conversations with Clients

            In the legal world, there’s a perfect storm brewing. With bar restrictions weakening in recent years allowing lawyers to more freely use text messages to communicate, more people glued to their smartphones than ever, and text messaging proving to be a preferred communication method compared to phone calls and emails, text messages can take your […]

            Image of a space rocket

            Track Sales Touchpoints Seamlessly in Salesforce for a 360-Degree View

            Sales is Going Mobile Actually, we’re already there. Our cell phones are as powerful as our computers and allow us to work whenever and wherever we want. The ability to respond instantly and communicate through voice, text, and video has changed the sales process by increasing the volume and ease of making sales touchpoints. Customers […]

              How to Find a Great Salesforce Partner

              Older Posts »

              Salesforce enables businesses of all types to increase sales, strengthen relationships with customers, and boost their profits. The key with maximizing the customer relationship management (CRM) system is customizing the platform to meet your company’s unique industry and business needs. Given the potential complexities required to achieve such a goal, a Salesforce partner can be a valuable resource to ensure your organization takes full advantage of any and all future updates and optimizations that will strengthen your sales and marketing teams’ productivity.  

              How a Salesforce Partner Can Help

              A Salesforce partner is one way your business can optimize your Salesforce CRM in a variety of ways. These service providers can handle all of your company’s initial Salesforce implementation, all subsequent administrative and maintenance tasks, add any new features or third-party integrations to your CRM, and customize the system to your unique specifications. By relying on a Salesforce partner to handle all of these tasks, you ensure your sales and marketing teams only ever focus on utilizing the CRM for their daily activities so they avoid the hassle of maintaining the platform and trying to complete any integrations on their own, the latter of which can lead to unnecessary complications for end-user groups to overcome. Salesforce consulting partners can also help your team in a more strategic sense by recommending improvements to sales processes, not just technology.

              Desired Qualities of a Salesforce Partner

              Not all Salesforce partners are cut from the same cloth and deliver the same results to their customers. If you plan on adopting Salesforce in the near future, or if your company wants to free up internal resources to maintain your current CRM instance more effectively, your organization should keep the following traits in mind to ensure you select a reputable service provider ready to tackle all of your Salesforce-related requirements. 

              Strong Reputation

              A brand’s reputation is a defining characteristic of any type of business, and an effective barometer to measure how a Salesforce partner has assisted customers leverage the CRM. Some questions your company should ask yourself when reviewing different services providers include:

              • Have they worked with similar clients to your business?
              • Do they offer relevant case studies detailing how they’ve helped customers with their Salesforce systems?
              • Do they have any customer testimonials present on their website solidifying their Salesforce-related brand authority?

              Highly Analytical

              Prior to adopting Salesforce and even after the CRM is implemented, it will be critical for you company to avoid any inefficiencies that will impact your sales and marketing teams’ workflows. A highly analytical Salesforce partner can identify any gaps with the current setup that will impact productivity and quickly resolve the issue. A knowledgeable partner is especially important if your organization lacks experience with Salesforce and CRM systems in general, helping your business avoid repetitive tasks, improve data collection and management processes, and train your end-user groups to expedite adoption and utilization of the system. 

              Comprehensive Services

              When adopting and maintaining a technology platform, your company may consider taking two approaches. You could work with multiple services providers to handle different facets of your Salesforce instance, or you could partner with just one business for all your CRM-related needs. A Salesforce consultant with a comprehensive suite of services can be a one-stop shop for all your implementation, integration, and customization demands, boosting efficiency so you won’t have to go through multiple partners to address different pain points. This partner should also have expertise in working with Salesforce Sales Cloud, Service Cloud, and other 3rd-party tools in the cloud that will enhance your overall experience and extend the usage of the CRM. 

              Locally Based vs. Remote

              Technology makes it possible for businesses to communicate regardless of location, but when it comes to adopting and maintaining something as important as a CRM system, your company may want to look closely at a Salesforce partner’s vicinity to avoid any complications that could require on-site assistance. With a partner who’s available locally, your organization won’t have to constantly work around scheduling meetings to fit different time zones and can easily receive in-person trainings and support whenever needed. 

              Focused on Best Practices

              A good partner can implement your Salesforce and Marketing Cloud technology needs without any challenges. They will have a technology-first focus which will provide your company a foundation on which to build. 

              Comparatively, a great partner takes a best practices driven approach and will focus first on learning your current processes and building an encompassing technology solution to facilitate and improve those processes. This partner will provide your team with expertise that encompasses all sales enablement tools (like an SMS CRM integration)and educate your team on sales and marketing best practices that will ultimately drive more success for your business over the long term.

              Could Lunar be Your Salesforce Partner?

              Salesforce is the standard by which all CRM systems are measured, and the platform increased its global market share in 2018 more than the other top 15 vendors in this market combined. If your company wants to join the thousands of companies taking their sales and marketing campaigns to the next level, a reputable Salesforce partner can help you achieve this goal.

              If you’re planning to look for a Salesforce partner, there are several ways your business can begin that process:

              • Ask current Salesforce users for a referral 
              • Attend Salesforce conferences to speak directly with partners
              • Search online to find partners who support your company’s specific industry and business requirements

              Want to see if Lunar is the right Salesforce Partner for you? Request a consultation so we can discuss your Salesforce implementation and data migration processes, customization and automation needs, and how we can minimize any inefficiencies that may impact your teams’ workflows. Get in touch today.

              Why Law Firms Need to Track Text Message Conversations with Clients

              In the legal world, there’s a perfect storm brewing. With bar restrictions weakening in recent years allowing lawyers to more freely use text messages to communicate, more people glued to their smartphones than ever, and text messaging proving to be a preferred communication method compared to phone calls and emails, text messages can take your […]

              Image of a space rocket

              Track Sales Touchpoints Seamlessly in Salesforce for a 360-Degree View

              Sales is Going Mobile Actually, we’re already there. Our cell phones are as powerful as our computers and allow us to work whenever and wherever we want. The ability to respond instantly and communicate through voice, text, and video has changed the sales process by increasing the volume and ease of making sales touchpoints. Customers […]

                1:1 Texts vs. Mass Text Messaging: Which Is Best for Your Business?

                Older Posts »

                Text messaging is an ideal communication tool for companies to utilize at every stage of the sales funnel. While field and inside sales teams can leverage 1:1 texts or mass text messaging to connect with prospects and engage current clients, these two methods differ in their approach and intended use cases. Let’s dive into how your company can apply both strategies to reach your targeted audiences whenever and wherever they’re located.  

                What is 1:1 Text Messaging?

                1:1 text messaging is a direct conversation between your business and a single recipient, allowing your company to have a personalized interaction with a prospect or customer. The key with 1:1 text messaging isn’t just how messages are customized, but how sales activity from these conversations is tracked. A customer relationship management (CRM) system such as Salesforce paired with a CRM texting solution will empower your sales teams to:

                • Automatically log text conversions as activities
                • Utilize their native mobile messaging apps without having to adopt a third-party app, ensuring that current workflows aren’t impacted
                • Track all sales activity to identify conversion rates
                • Automate notifications when specific keywords are mentioned in text messages
                • Report on sales activity

                Combined, these functions will enable your business to generate more sales opportunities and close deals at a faster rate than other channels that don’t deliver the same level of open and response rates.

                What is Mass Text Messaging?

                Mass text messaging is a sales communication method that casts a wider net to prospects and customers than 1:1 outreach. Depending on your company’s audience size, your business can easily send bulk messages with information to hundreds or even thousands of recipients. This approach is ideal if your business wants to quickly connect with large groups simultaneously with the same offer.

                With mass text messaging, your company can bypass the main issues that make email less than ideal for connecting with prospects and engaging customers. Industry research has shown that text messages’ open rates are 98%, compared to 20% for emails. Your business could also experience far greater engagement levels through texting, as text messages’ response rates are 45% versus just 6% for email.

                Major Points of Difference

                The main differences between 1:1 text messaging and mass text messaging are customization and scope. Your business should utilize 1:1 text messaging when you want to issue personalized content that can solve a customer’s needs, while mass text messaging can position your brand to be top of mind among a significantly larger pool of recipients.

                Regardless of the texting method your company chooses to utilize as a sales tool, your business must always ask for permission to engage with prospects through this channel. Otherwise, you may face legal ramifications under the Federal Communications Commission’s (FCC) Telephone Consumer Protection Act. Passed in 1991, this legislation requires any organization to obtain written consent from customers prior to sending any text messages.

                By asking recipients for permission to engage in a conversation through text messaging, your business will also immediately establish trust with prospects.

                When to Use 1:1 Texting and When to Use Mass Text Messaging

                1:1 texts and mass text messaging both have their place as sales tools, and your targeted audience will be key to determining which method you should use. For example, if your company wants to establish a relationship with a potential client, 1:1 texts are ideal because you can personalize the message to address the recipient’s specific pain points. 1:1 texting can be used in several sales-related scenarios like to:

                • Introduce your solutions and services to a prospect
                • Engage current customers to confirm any upcoming meetings
                • Check in with prospects and customers to detail any new product or service offers that are relevant to their needs
                • Interact with people already in the sales funnel to keep sales conversations moving

                With mass text messaging, your business will be sending more generic messages that can reach a large pool of recipients without heavy customizations. Since the text messages will include more basic details than a personalized 1:1 message, mass texting is ideal if your company hopes to quickly:

                • Raise brand awareness among new audiences
                • Send timely promotions like discounts and sales
                • Issue reminders about any upcoming events such as webinars or conferences your company is hosting or attending

                While there’s certainly a time and a place to leverage mass texts in a sales scenario, 1:1 text messaging is far more customizable and can ensure your company resonates more deeply with each and every recipient. Much like how blast emails can seem cold and impersonal, mass text messaging may lack the personalization that’s critical for encouraging a prospect to opt into an offer or respond to the initial inquiry.

                Start Sending 1:1 Texts Today

                Despite the value that 1:1 texting presents in an always-connected society where smartphones are the dominant communication device, many businesses haven’t incorporated text messaging into their sales processes. In fact, a survey from Lunar discovered that 40% of customers hadn’t been contacted from a company through text messages in a previous three-month period. The study also found that:

                • 94% of customers believe voicemail is the least convenient way to communicate
                • 92% of respondents would like to receive text messages or emails rather than phone calls from businesses

                Ready to start sending 1:1 text messages to your customers and boost conversion rates from your prospects? Download these 24 texting templates to optimize your 1:1 communication with your targeted audiences.

                Uplink Logo

                Uplink Adds Salesforce Native Activity Integration

                We are excited to announce our newest addition to Uplink and the most anticipated feature release to date: tracking your calls and texts as a task within activities in Salesforce.  Gone are the days of manually inputting every communication with Leads or Contacts. Let Uplink, our one-to-one native text messaging and phone call application, do […]

                6 Reasons Why You Need a SMS CRM Integration

                Text messaging has become a valuable sales communication tool. Learn about how an SMS CRM integration can breath new life into your company’s sales process.

                  Why is Lunar One of the Best Places to Work in Orlando?

                  Older Posts »

                  Let me start this out by saying, I am new to Lunar.  Not “brand spanking, fresh out the gate” new, but “less than six months” new.  There is probably no one better to offer perspective on why Lunar was awarded as one of Orlando Business Journal’s Best Places to Work than someone who has a fresh set of eyes.  

                  Coming into a new company can be awkward.  Awkward because it is a new place, a new space with new people, and it may even be a completely new job for you.  That is what it was like for me. Tech was a new industry for me and everyone here was a new face. To be honest, yea, I was pretty nervous.  But you know what made me feel comfortable from the get go? The culture. I know, it sounds cliche. But the culture of Lunar was the biggest employment selling point for me.  

                  Culture is a loaded word.  The business world harps on it and creates article after article about how to create “great culture.” There are probably individuals who wish culture was something to easily implement with a few checkboxes, but that is not the case.  It takes a certain kind of synergy to create a great company culture. Sometimes it can be a set of empty promises and words that are left unfulfilled. However, at Lunar we practice what we preach.

                  What makes Lunar’s culture so special?  Well right from the get go, our “Core Values.”  These core values are what we base everything we do off of.  They are: Expect the Moon, Professionally Casual, and Better, Together.  Let’s break down what they mean.

                  Expect the Moon

                  Expect the Moon is not just meeting expectations, it is exceeding them. Every time we start a new consulting project or do a new release for Uplink, we aren’t just putting out a half-done product.  We are putting our heart and soul into what we do, and giving our work a higher level of polish. We do everything with 110% (and maybe even more). Whether it is our Development team starting their day before the sun rises on release days or our Quality Assurance team coming back into the office after a long day to make sure a “bug” was squashed, Lunar goes above and beyond for our clients.  

                  Professionally Casual

                  It is okay if you scratched your head a little when you read this because at first I did too.  What does “professionally casual” mean? It is getting the job done and having fun while doing it.  It is when you’ve worked on a workflow all afternoon and you look at your peers and ask if they want to go play shuffleboard in the game room.  It is stopping what you are doing in the middle of a busy day to play March Madness ping-pong doubles against your Executive Vice President of Finance and Recruitment Lead with your Manager as your partner.  It is being excited to come into work every day because you may not know what that day will bring, but you know you are going to have fun doing it. Also, I will have to say, it is pretty cool that we have a WiFi enabled beer fridge and games.  

                  Better, Together

                  This may be my favorite core value.  There are companies that work in silos and one team does not talk to the other team and are left to wonder what is happening on various sides of the business.  That is not the case here. There have been more than one occurrence where I’ve needed help from a Salesforce Consultant or a Developer and every single time, they have helped with no questions asked.  They took time out of their busy days and endless to-do lists to make sure I got the help I needed. And if they didn’t have an answer for me, they leaned on a peer who would know the answer. People may sarcastically say, “teamwork makes the dream work,” but at Lunar teamwork really does make the dream happen.

                  So when I talk about culture, it is much more than words on a page or a cool beer fridge, but instead culture is the heartbeat of a company.  This is what makes Lunar one of Orlando’s Best Places to Work.  

                  If you don’t believe me, hear it from my peers.  

                  “I’m privileged to work with a dynamic group professionals. I can honestly say I look forward to providing all the value I can. Each day is better than the last.” – Marcus, Back-End Developer

                  “I’ve enjoyed working at Lunar. Everyone who works here is a lot of fun and I enjoy talking to them, and eating lunch with them. Which we do most days. I like that everyone who works here values the work and has a good work ethic. The culture and environment is laid back and relaxed, but everyone is serious about the actual work they are doing.“ – Rachel, Product Manager

                  “Everyday is fast paced, fun, and intense.”  – Carlos, Account Executive

                  “Working at Lunar has been an eye-opener! Who knew you could be professional AND challenge the executives of the company to a ping pong match all while at work?” – Juan, Lead Front-End Developer

                  “There are so many wonderful, intelligent, and caring people at Lunar. It’s obvious that Lunar’s biggest assets walk out the door everyday and happily come back, motivated to learn and succeed together.” Van, Salesforce Consultant

                  “I have never worked in a company with a culture as good as we have here.  I have only worked at large companies before with a lot of bureaucracy. I am glad that we have a culture here where feedback and creativity are not only welcomed, but they are encouraged.” – Jonathan, Account Executive

                  “When you work around very smart and talented people everyday, delivering excellence is not just a goal, it’s an expectation. I get inspired everyday to learn new things, and find new ways to solve problems. This is why I go to work excited everyday: I know that although I may be challenged in a new way, I have a brilliant team to work with to find creative solutions to even the most complex problems.” – Robert, Operation Manager

                  “Lunar has a great environment with intelligent, proactive employees. Everyone communicates well, and are all willing to help each other!” – Jaime, Executive Assistant

                  “I appreciate the transparent communication of our leadership group. They support each and every person on our team. My work is very engaging, and I have the opportunity to learn and grow.” – Tim, Salesforce Developer

                  Image of a space rocket

                  Track Sales Touchpoints Seamlessly in Salesforce for a 360-Degree View

                  Sales is Going Mobile Actually, we’re already there. Our cell phones are as powerful as our computers and allow us to work whenever and wherever we want. The ability to respond instantly and communicate through voice, text, and video has changed the sales process by increasing the volume and ease of making sales touchpoints. Customers […]

                  Why Law Firms Need to Track Text Message Conversations with Clients

                  In the legal world, there’s a perfect storm brewing. With bar restrictions weakening in recent years allowing lawyers to more freely use text messages to communicate, more people glued to their smartphones than ever, and text messaging proving to be a preferred communication method compared to phone calls and emails, text messages can take your […]

                    Uplink Adds Salesforce Native Activity Integration

                    Older Posts »

                    We are excited to announce our newest addition to Uplink and the most anticipated feature release to date: tracking your calls and texts as a task within activities in Salesforce.  Gone are the days of manually inputting every communication with Leads or Contacts. Let Uplink, our one-to-one native text messaging and phone call application, do the heavy lifting for you.

                    Uplink’s most recent update allows all calls and texts to be automatically added as a Salesforce activity.  Now you can visualize the conservation in Salesforce AND report and action on it within Salesforce. Your employees can never say ‘Oh, I forgot to create that activity’ again.

                    Enabling this feature is just as easy as using it. By navigating to the “Plan” tab within the Uplink Web App and clicking on “Salesforce,” Users will be able to toggle their Salesforce Activity Settings on and off.

                    After toggling your activity to “on” within the Uplink Web App, you will start to see text messages and calls in your Salesforce Contacts and Leads.  When you navigate to a Contact or Lead within Salesforce, you will see past text messages and calls under “Past Activities.” Each text will have the subject of “Uplink TEXT for Contact.”

                    Not only does this feature track when calls and texts were made, but if you are looking for more information about a specific text message, the Salesforce User can click on the Uplink Detail Record.  There the user has access to see the Sender’s real phone number, Senders Uplink Number, the Message Body, as well as a visual of the message within the entire conversation that took place.

                    With this update to Uplink, users are able to track their conversations more efficiently and spend more time building relationships without any of the tedious admin work.   

                    Interested in learning more about how Uplink can get your team on the right track?  Request a trial here.


                    Image of a space rocket

                    Track Sales Touchpoints Seamlessly in Salesforce for a 360-Degree View

                    Sales is Going Mobile Actually, we’re already there. Our cell phones are as powerful as our computers and allow us to work whenever and wherever we want. The ability to respond instantly and communicate through voice, text, and video has changed the sales process by increasing the volume and ease of making sales touchpoints. Customers […]

                    Why Law Firms Need to Track Text Message Conversations with Clients

                    In the legal world, there’s a perfect storm brewing. With bar restrictions weakening in recent years allowing lawyers to more freely use text messages to communicate, more people glued to their smartphones than ever, and text messaging proving to be a preferred communication method compared to phone calls and emails, text messages can take your […]