A new contact enters the selling process in Berg System, and the first response can set the tone for the relationship. The Get Selling Process trigger can start a Mobile Message SMS that confirms the next step or welcomes the contact. Collect Created Customer can also create a contact in Mobile Message, so the customer’s details are available in the messaging platform when the record is first created.

Sales teams in financial, insurance, investment and photovoltaic businesses often need dependable follow-up around opportunities. Get Selling Process Steps can send a text when a new selling process step appears, helping customers understand what happens next. Mobile Message can also add the person to a list for a later campaign. These workflows are configured in Zapier and operate in one direction. They do not create a native two-way connection, but they can remove repeated data entry and make prompt customer communication part of the sales process.