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Collect and manage your customer's communication preferences

Personalized Personalized & Branded Texts, Emails, and Calls

Reduce CostTime vs CostReduce Costs and Save Time for your Team

Permission Yes Compliant Communication Permissions & Preferences 

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Text & Chat

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Call

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Email

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Voice First

What is the problem?

  • I am unsure when I can text a prospect of a policyholder.
  • I don't know what kind of permission of consent we have on file for each prospect or policyholder.

*Also applicable for phone & email if required.

 

Why is it relevant now?

  • 92% of customers prefer to communicate with brands via text
  • Customers are expecting brands to be proactive and keep them informed
  • Legal requirements surrounding automated communications is constantly increasing and can vary significantly by State
  • The number of text related lawsuits is rapidly growing due to incomplete or non-existent opt-ins
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How do we fix it?

  • Opt-in collection is built into your existing platform and workflows and tagged within the contact forms and records
  • Referenceable consent on file for each customer
  • Consent data can be pushed across your organization and provided to other communication providers as needed

Who can use it?

  • Organizations that are using Sales Cloud or Service Cloud
  • Organizations that have policyholder or customer data stored within the contact record

*Integration with Marketing cloud is not available through AppExchange but can be setup using a simple API

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When can I use it?

  • At the time of data entry within the contract record
  • By doing a bulk import of customer data
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Implementation

  • Fully integrated with Salesforce Sales & Service clouds
  • Setup assistant framework and guided wizard available for seamless integration - API key included
  • Any Salesforce Administrator can select workflows for automate and opt-in capture
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Connect

Connect directly with customers in the channels they prefer about:

  • Marketing & promotions
  • Customer support
  • Claims updates
  • Policy renewal
  • Quote follow-ups
  • Policy updates & notifications

Get started with SPLICE today.

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