Routine Automation
37 Case Studies
A Routine Automation Case Study
Salesmsg, a two-way text messaging and calling platform, faced a challenge in scaling their business due to the lack of a fully native Salesforce integration. This gap created workflow friction for their users and hindered growth. They partnered with Routine Automation to build a custom AppExchange package to seamlessly embed their solution within the Salesforce ecosystem.
Routine Automation developed and launched a robust, fully certified AppExchange package that works in both Salesforce Classic and Lightning. The solution integrated Salesmsg's texting and calling features directly into Salesforce, eliminating context switching. This partnership led to outstanding results for Salesmsg, including a 27% increase in client growth within a year of launch, enhanced brand authority, and a significant increase in customer retention.