Teckst Builds Integration with Microsoft Dynamics CRM Along with Companion App

Teckst Seamlessly Incorporates Two-Way Messaging into Dynamics Interface with Workflows for Sales and Customer Care

Enterprise customer care and sales messaging platform provider Teckst has built a first-of-its-kind integration with leading CRM Microsoft Dynamics. Organizations using Dynamics for sales and/or customer support can now message with prospects and customers from within the Dynamics interface. Integrations can be completed within one to three business days, depending on the complexity of the customer’s CRM configuration and business requirements.

The Teckst widget displays on the contact page for sales reps, allowing them to communicate with prospects via text with no need to learn a new system or interface. For companies using Dynamics for customer support, Teckst lives on the case. To help reps and agents be more effective, Teckst automatically runs a “landline checker” so only mobile numbers that are available to text appear.

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Josh Rochlin
Josh Rochlin

Each message sent and received is pushed as a transcript activity into Dynamics, enabling messaging data to flow directly into native CRM analytics and reporting. Depending on the organization’s requirements, Teckst also offers the ability to import single messages in real-time or batch import entire conversations into Dynamics every 24 hours.

“We’re thrilled to be the first enterprise messaging platform with a Microsoft Dynamics integration in place alongside other leading CRM’s like Salesforce and Oracle,” said Josh Rochlin, CEO of Teckst. “Like many of our innovations, this integration came at the request of current customers, and we were happy to accommodate them.”

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Companies that take advantage of Teckst’s Dynamics integration can also download the companion mobile app. The iOS and Android apps allow sales reps to be available when it’s most convenient for their customers, regardless of working hours or CRM access. All text conversations held in the app sync with Dynamics in real time, ensuring that the rep and organization have clear visibility into all communications regardless of channel.

To further enhance the experience, each sales rep has their own individual instance of the app and only receives access to their own conversations. They can opt in to receive push notifications or emails about new messages, and filters will help them identify conversations that need immediate attention. Prospects can also be assigned priorities based on their value.

Rochlin commented, “Teckst allows customers to communicate with businesses on their own terms and their own time, but it’s just as important for us to give reps and agents the best experience possible. Features like the Dynamics mobile app ensure that we can do both.”

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