We're an SMS Magic Partner.
Text Your Customers. Inside Salesforce.
SMS Magic is the leading conversational messaging platform built natively on Salesforce. It lets your team send, receive, and automate SMS, MMS, and WhatsApp — with every message logged directly on the record, every reply tracked, and full compliance built in.
Certified Consulting Partner
Average SMS open rate vs. ~20% for email
Average response time to SMS vs. hours for email
TCPA & GDPR compliance tools
Message history logged in Salesforce
The Channel Your Customers Actually Respond To
Email open rates have been declining for years. Customers are overwhelmed by inboxes. But SMS? 98% open rate, average response in under 5 minutes. Your most important communications — follow-ups, appointment reminders, renewal notices, onboarding steps — deserve a channel that gets read.
SMS Magic is native to Salesforce, which means it works the way your team already works. No separate SMS platform to log into, no copy-pasting data between systems, no manual logging. Every message sent and received is on the Salesforce record, visible to anyone who has access, and available in reports.
As a certified SMS Magic partner, Cloud Nexus configures the full platform — message templates, automation flows, compliance settings, team inbox routing, and Salesforce integration — tailored to your sales, service, or marketing workflows.
Native SMS from Salesforce
Send and receive SMS, MMS, and WhatsApp messages directly from any Salesforce record — no switching apps, no third-party inbox.
Automated Messaging Campaigns
Trigger SMS sequences based on Salesforce field changes, stage updates, or scheduled dates — appointment reminders, follow-ups, onboarding drips.
Two-Way Conversations
Reps see inbound replies alongside the outbound messages on the Salesforce record — full conversation history, no gaps.
Compliance & Opt-Out Management
Built-in TCPA and GDPR compliance with automatic opt-out handling, consent tracking, and do-not-contact enforcement.
Team Inbox & Routing
Route inbound texts to the right rep or queue, collaborate on conversations, and ensure no customer message goes unanswered.
Reporting in Salesforce
Message delivery rates, response rates, and campaign performance all live in Salesforce reports and dashboards alongside your pipeline data.
The Personal Phone Problem — And How SMS Magic Fixes It
A scenario we encounter constantly at sales and service teams that have outgrown email-only communication.
Reps Were Texting From Personal Phones — Invisible to the Business
A healthcare services company with 80 reps had a compliance and visibility nightmare. Reps were texting patients and prospects from personal phones because it was the fastest way to get a response. None of those conversations were logged in Salesforce. When a rep left, the conversation history went with them. The company had no idea who was saying what to customers, had no opt-out tracking, and was accumulating TCPA risk with every text. Meanwhile, important emails were going unread for days.
We Implemented SMS Magic With Full Salesforce Integration and Compliance Controls
We deployed SMS Magic natively within their Salesforce org, configured message templates for their most common communications, and set up automated reminder sequences for appointments and renewals. We built opt-in/opt-out workflows that automatically respected consent preferences and stopped non-compliant messages before they were sent. We configured a team inbox with routing rules so inbound replies reached the right rep. Every message — sent and received — now lives on the Contact and Opportunity record in Salesforce.
Results in the First 12 Months
Reduction in appointment no-shows
SMS conversations logged in Salesforce
TCPA compliance incidents post-launch
“Our reps were texting from personal phones and we had zero visibility. Now every conversation is in Salesforce, opt-outs are handled automatically, and we're not lying awake worrying about TCPA violations.”
— VP of Operations, Healthcare Services Company
“We send appointment reminders via SMS now and our no-show rate dropped by a third. It paid for the implementation in the first month.”
— Director of Sales, Professional Services Firm
“Our team used to copy-paste contact details into a separate SMS app. Now we send right from the Salesforce record and the whole conversation is sitting next to the opportunity. Huge productivity jump.”
— Sales Operations Manager, SaaS Company
How Teams Use SMS Magic with Salesforce
These are the messaging workflows we configure most often across sales, service, and ops teams.
Sales Follow-Up
Automated SMS follow-up sequences triggered when a lead reaches a specific stage — no rep action required until a reply comes in.
Appointment Reminders
24-hour and 1-hour appointment reminders sent automatically from the Salesforce record, with confirmation reply handling.
Renewal Notices
Contract or subscription renewal reminders triggered 60/30/7 days before expiry — with a direct reply path to the account owner.
Onboarding Drips
Scheduled SMS onboarding sequences that guide new customers through key steps based on their stage in a Salesforce process.
Case & Ticket Updates
Automated status updates when a Salesforce case changes stage — customers know what's happening without calling in.
Mass Campaigns
Compliant bulk SMS campaigns to segmented contact lists, with delivery reporting and response tracking inside Salesforce.
Compliance First.
Automation Second.
Texting customers without proper consent tracking is a legal liability. Before we configure a single message template, we make sure your opt-in/opt-out process is watertight, your consent records are stored in Salesforce, and your do-not-contact list is enforced automatically.
Once compliance is solid, we build the automation layer — sequences, reminders, drips, and team inbox routing — that makes SMS Magic a productivity multiplier for your team.
Messaging Audit
We document how your team currently communicates with customers via text — what's working, what's risky, and what should be automated.
Compliance Configuration
We configure opt-in/opt-out workflows, consent tracking, and do-not-contact enforcement before any outbound messaging goes live.
Template & Sequence Design
We build your message templates and automated sequences — follow-ups, reminders, drips — aligned to your Salesforce stages and fields.
Team Inbox & Routing
We configure the team inbox with routing rules, escalation paths, and notification settings so inbound replies reach the right person fast.
Reporting & Training
We build Salesforce reports for message delivery and response metrics, and train your team to manage campaigns and conversations independently.
Ready to Start Texting Customers From Salesforce?
Book a free 90-minute audit and we'll map out exactly how SMS Magic fits into your current Salesforce workflow — and what automation would make the biggest impact.