Case Study: Canadian Fertility Consulting improves client follow-up and engagement with SimpleTexting

How Canadian Fertility Consulting Uses SimpleTexting’s Salesforce Integration to Improve Client Communication

Canadian Fertility Consulting (CFC), a full-service surrogacy agency in the healthcare industry, used Salesforce to manage prospective clients but was relying mainly on email and phone calls for follow-up. Looking to improve response rates and better engage a younger audience, CFC turned to SimpleTexting and its Salesforce integration.

SimpleTexting worked with CFC to build a custom Salesforce-to-texting workflow that triggered automated texts based on contact information and client type, helping the team send more relevant follow-ups. The integration was set up quickly—within a week—and CFC reported higher engagement and response rates from text message outreach compared with other channels.

Canadian Fertility Consulting

Sara Fairman

Corporate Trainer and Salesforce Administrator