Salesforce · Conversational Messaging

SMS-Magic, implemented so every conversation lands in Salesforce

SMS-Magic — now branded Conversive for Salesforce — is a messaging application that runs inside your Salesforce org, so texts send from records, replies come back to them, and consent is stored where your reporting can see it. Twopir Consulting implements it, configures it around your process, and builds the custom pieces the standard package does not cover. One messaging layer, wired into the objects you already run on.

  • SMS · MMS · WhatsApp
  • Native package
  • Consent & 10DLC
Salesforce Messaging Model
SYSTEMS OF RECORD Salesforce Leads · Contacts · Cases · Campaigns SMS-Magic / Conversive Templates · Delivery · Numbers Flow & Apex Triggers Marketing Cloud WhatsApp · MMS TWOPIR MESSAGING ARCHITECTURE LAYER Consent & Compliance Opt-in · Opt-out 10DLC registration Automation Triggers Stage · Status · Date Journey-driven sends Conversation Desk Routing · Ownership Templates & merge ONE CONSENT RECORD · ONE CONVERSATION HISTORY 2πr REPLIES WHAT THE BUSINESS GETS Replies on Record Threads attached to the lead, case or deal Follow-Up on Time Sends fire from the process, not a person Auditable Consent Opt-in and opt-out stored and reportable SEND · REPLY · ROUTE · REPORT
12+
Years of CRM delivery
500+
Organizations served
250+
Platform deployments
15+
Certified platform partnerships

Twopir Consulting is a Salesforce Partner and HubSpot Partner, delivering CRM, integration and messaging infrastructure to 500+ organizations across the US, Canada, UK, UAE, Australia and New Zealand.

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Where This Work Lands

  • Salesforce Partner
  • SMS-Magic / Conversive
  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Flow & Apex Automation
  • 10DLC Registration
  • Consent & Opt-Out Design
Where Messaging Breaks Down

Why texting customers usually stops being measurable

Most teams already text their customers. The problem is where it happens — on personal phones, in a separate messaging tool, outside the record. The conversation works; the system around it does not.

Texts send from personal phones

Reps text from their own handsets because it is faster. Nothing reaches the CRM, the history leaves with the rep, and no manager can see what was promised to whom.

Replies arrive with no owner

An inbound message lands in a shared inbox nobody is accountable for. It is answered twice, or hours late, or not at all — and the record shows none of it either way.

Consent lives in a spreadsheet

Opt-ins are collected on a form and opt-outs are handled by hand. When someone asks who consented to what and when, the answer takes a week to assemble and is not defensible.

Templates drift out of date

Every team keeps its own wording. Merge fields break silently when a field is renamed, and customers receive messages with an empty first name or the wrong appointment time.

Follow-up depends on someone remembering

The reminder, the nudge after a missed call, the check-in three days into a case — all of it runs on human memory instead of firing from the stage or status change that should trigger it.

No reporting on what messaging actually did

Delivery, response and engagement sit in a separate tool, so messaging cannot be compared against pipeline, case resolution or campaign performance in the same dashboard.

What It Is

SMS-Magic is messaging that lives inside your CRM

SMS-Magic is a business messaging application that installs into Salesforce and lets teams send and receive SMS, MMS and WhatsApp messages directly from CRM records. Built by Screen-Magic Mobile Media, it is now being brought to market under the name Conversive — SMS-Magic for Salesforce is rebranded Conversive for Salesforce, with the same underlying capabilities and workflows. Both names still appear in listings and search, so this page uses both.

Because the package runs in the Salesforce org rather than alongside it, messages, replies and consent are stored against the lead, contact, case or campaign they belong to — which is what makes messaging reportable next to the rest of your pipeline instead of in a separate tool. Full product documentation is published by the vendor at the SMS-Magic Salesforce documentation.

It fits organisations that already run their revenue or service process on Salesforce and need texting to be part of that process: sales teams chasing leads, service teams updating customers on open cases, and marketing teams running consented campaigns. If your team only needs occasional one-to-one texts and nothing needs to be reported on, this is more platform than the job requires.

The Product Does Sends, receives and stores

Delivers messages across SMS, MMS and WhatsApp, holds templates and merge fields, manages sender numbers, and writes conversation history back to Salesforce records.

Twopir Does Designs and wires the process

Decides which objects and stages trigger which message, builds the consent model, connects the automation, and develops the custom logic the package does not ship with.

You End Up With A measurable channel

Conversations attached to records, follow-up that fires from process rather than memory, a defensible consent trail, and message performance on the same dashboards as everything else.

Scope Of Work

Implement, configure, or build on top of it

These are three separate engagements, and most teams need only one of them. Twopir Consulting delivers all three, and the line between the second and the third is where budgets are usually decided — so it is stated here rather than discovered on a call.

Scope 01

Implement

Standing the application up in your org for the first time: installed, connected, registered with the carriers, and live with a first working use case.

  • Package installation and org connection
  • Sender number provisioning and 10DLC or toll-free registration
  • User setup, profiles, permission sets and licence assignment
  • Opt-in and opt-out capture wired to the right fields
  • First live use case, tested end to end before rollout
Where this ends

You are sending and receiving compliantly on one process. Tailoring it to every team's way of working is the next scope.

Scope 02

Configure

Shaping the standard product around how your teams actually work — templates, routing, triggers and reporting — using declarative tools, without writing code.

  • Message templates with merge fields per team and use case
  • Automated sends triggered from Flow on stage, status or date
  • Inbound routing, ownership and response-time expectations
  • Campaign and journey-driven messaging with Marketing Cloud
  • Delivery, response and engagement reports and dashboards
Where this ends

Everything achievable through configuration. The moment a requirement needs logic the product does not expose, it becomes development.

Scope 03

Build On

Custom development that extends the application past what configuration reaches — Apex, Lightning Web Components and API work against your own objects and rules.

  • Apex-triggered sends driven by custom objects and business rules
  • Lightning Web Components for bespoke agent messaging screens
  • API integration with systems outside Salesforce
  • Custom consent models for regulated or multi-brand programmes
  • Bulk and scheduled messaging built for governor limits
Where the line sits

If it can be done in setup, Flow or the package's own admin screens, it is configuration. If it needs Apex, an LWC or an external API call, it is development.

What We Deliver

The work that turns a package into a working channel

Installing the application takes an afternoon. What follows is the part that decides whether anyone uses it six months later.

Setup & Number Provisioning

Get the package installed, connected and legally able to send — the step that most often stalls a launch by weeks when it is left to the end.

  • Managed package install and org connection
  • Long code, short code and toll-free number selection
  • 10DLC brand and campaign registration
  • Sender identity and country coverage
  • Licence, profile and permission-set assignment

Templates & Personalisation

Build the message library each team sends from, with merge fields that pull real Salesforce data and do not break the next time a field is renamed.

  • Template libraries per team, stage and use case
  • Merge fields mapped to the objects that own the data
  • Fallback values so no customer gets an empty field
  • Multi-language and multi-brand template sets
  • Approval and ownership so wording stays current

Automation & Triggers

Connect sends to the events that should cause them, so follow-up runs off your process instead of off whoever happens to remember.

  • Flow-driven sends on stage, status and date changes
  • Lead follow-up and nurture sequences
  • Appointment, renewal and payment reminders
  • Case update and resolution notifications
  • Apex triggers where custom objects drive the logic

Conversation Routing & Ownership

Decide where an inbound reply goes and who owns it, so no message sits unanswered in a queue that belongs to everyone and no one.

  • Inbound routing by team, region or record owner
  • Shared and individual conversation views
  • Assignment rules and escalation paths
  • Response-time expectations built into the process
  • Agent screens tailored to the work being done

Consent & Opt-Out Design

Make consent a field on the record rather than a spreadsheet, so the question "who agreed to what, and when" has an answer you can produce on demand.

  • Opt-in capture from forms, portals and agents
  • Automatic opt-out handling on reply keywords
  • Consent state enforced before any automated send
  • Per-brand and per-programme preference models
  • Audit trail that survives a compliance review

Reporting & Adoption

Put message performance on the same dashboards as pipeline and cases, then get the teams actually using it — the step that decides whether the licence renews.

  • Delivery, response and engagement reporting in Salesforce
  • Messaging performance next to pipeline and case metrics
  • Team-level adoption and response-time visibility
  • Role-based training for agents and administrators
  • Post-launch tuning as volumes and use cases grow
Integration Architecture

What moves between Salesforce and the messaging layer

Because the package runs inside the org, most of this is record-level rather than a scheduled sync between two databases. What follows is what each connection is actually for.

Salesforce and SMS-Magic data relationships
Salesforce surfaceDirectionMessaging surfaceBusiness purpose
Lead & ContactOutboundTemplates & merge fieldsPersonalises each message from the record it is sent from, so name, appointment time and reference number come from the CRM rather than being typed by a rep.
Conversation historyInboundReplies & delivery receiptsWrites every reply and delivery status back onto the lead, contact or case, so the next person to open the record sees the whole thread instead of guessing.
Flow & Process automationOutboundTriggered sendsFires the message from the stage, status or date change that should cause it — the reminder, the nudge, the case update — with no one having to remember.
Consent fieldsBoth waysOpt-in & opt-out stateKeeps the consent flag on the record authoritative: agent and form opt-ins write in, reply-keyword opt-outs write back, and automation checks it before sending.
Campaign & Marketing Cloud journeysOutboundCampaign messagingAdds a consented SMS step to a journey already running in Salesforce Marketing Cloud, so text sits in the same campaign as email rather than in a parallel tool.
Reports & dashboardsInboundDelivery & engagement dataSurfaces delivery rates, response rates and response times as Salesforce data, so messaging can be measured against pipeline and case resolution on one dashboard.
Custom objects & external systemsBoth waysApex & API integrationTriggers messages from objects and systems the package does not know about — a billing platform, a scheduling tool, an in-house application — through custom development.

Working with another messaging or telephony stack? We deliver the same architecture on Twilio-based communication solutions, and the decision between them is usually about who owns the number, the compliance surface, and how much custom logic you expect to need.

How Delivery Runs

Five phases, and carrier registration starts first

The durations below are typical ranges, not a quote. The one that is outside anyone's control is registration: US carrier approval runs on the carriers' timetable, which is why we file it in week one rather than the week before launch.

Phase 01

Use-Case Discovery

We agree which conversations are worth automating first, which objects own them, and what a good outcome looks like for each one.

Typically 1–2 weeks
Phase 02

Consent & Registration

Numbers selected, 10DLC or toll-free registration filed, and the consent model designed before a single template is written.

Filed in week one
Phase 03

Build & Configure

Templates, routing, triggers and reporting built in a sandbox, with any custom Apex or component work developed alongside them.

Typically 2–5 weeks
Phase 04

Pilot & Rollout

One team goes live first on real traffic. We tune wording, timing and routing on what actually happens, then roll out to the rest.

Typically 2–3 weeks
Phase 05

Measure & Extend

Reporting reviewed against the outcomes agreed in phase one, then the next set of use cases is added onto the same foundation.

Ongoing
Delivery Scenarios

What we are usually asked to build first

Four patterns account for most first engagements. Each one is a small build that proves the channel before anything larger is committed to.

Sales

Speed-to-lead and follow-up

A new lead gets a consented text within minutes of arriving, then a short sequence if there is no response — all of it firing from lead status rather than from a rep's to-do list.

  • First-touch message on lead creation
  • Follow-up sequence that stops the moment someone replies
  • Replies routed to the lead owner and stored on the record
  • Conversion reporting by source, alongside the rest of pipeline
Operations

Appointment and payment reminders

Scheduled reminders and confirmations sent from the record that holds the date, with the reply handled rather than ignored when someone asks to reschedule.

  • Reminders timed off the appointment or due date field
  • Confirm, cancel or reschedule handled from the reply
  • Order and payment confirmations from the same templates
  • No-show and missed-payment follow-up built into the flow
Service

Case updates and resolution

Customers are told what is happening with their case without an agent writing the update by hand, and their reply lands on the case rather than in a mailbox.

  • Status notifications on case stage change
  • Agent replies sent and logged from the case record
  • Resolution confirmation and satisfaction follow-up
  • Response times reported next to case metrics
Marketing

Consented campaigns and surveys

Campaign messaging that only ever reaches people who opted in, running as a step inside an existing journey instead of as a separate send from a separate tool.

  • Segments built from Salesforce data and consent state
  • SMS as a step in a Marketing Cloud journey
  • Survey and feedback requests tied back to the record
  • Opt-out honoured automatically across every programme

These are delivery patterns, not measured client results — we do not publish outcome percentages for messaging work that has not been measured and cleared with the client. For engagements where the numbers are documented, including a US enterprise that connected call tracking to Salesforce so every qualifying call creates a lead automatically, carries its campaign source, and reports back to revenue when the deal closes, the published case studies are the honest place to look.

Read Our Success Stories
Consent & Compliance

The part that decides whether you can launch at all

Business messaging in the US runs on registered numbers and recorded consent. Twopir Consulting builds the mechanics; your legal team owns the policy. We are not lawyers and this page is not legal advice — what we do is make sure the system can prove what your policy says it does.

Opt-in capture

Consent is captured wherever the customer actually gives it — web form, portal, agent screen — and written to a field on the record, not a list somewhere else.

Opt-out enforcement

Standard stop keywords are honoured automatically, the consent flag updates, and every automated send checks that flag before it goes anywhere.

Number registration

US business messaging requires brand and campaign registration for 10DLC, or verification for toll-free numbers. We file it early because carrier approval is not on our timetable.

Audit trail

Who consented, through which channel, on what date, and every message sent since — reportable from Salesforce without anyone assembling a spreadsheet first.

Registration requirements and number types are set by the carriers and change over time; the vendor documents the current position in the SMS-Magic Salesforce FAQ. We confirm what applies to your programme during discovery rather than assuming it.

Why Twopir

Messaging is a CRM problem before it is a texting problem

Anyone can install the package. What decides whether it is still in use next year is whether the data model, the automation and the consent design underneath it were built properly.

We are a Salesforce practice, not a messaging reseller

The hard part of this work is the object model, the automation and the reporting around the messages. That is what we do across every engagement, on this product and others.

We name the boundary before you buy

Configuration and custom development are priced and staffed differently. We say which one your requirement needs at the start, not after a change request halfway through.

We treat consent as architecture

Consent state belongs on the record, enforced by the automation, reportable on demand. Built that way it holds up under review; bolted on afterwards it rarely does.

We build past the standard package

When a requirement needs Apex, a Lightning Web Component or an external API, our team writes it — so the answer to a hard requirement is not "the product does not do that".

We stay through adoption

A messaging programme that nobody uses is a licence renewal nobody approves. We pilot with one team, tune on real traffic, and train the people who live in it daily.

Common Questions

Answers before the first call

Yes. SMS-Magic, built by Screen-Magic Mobile Media, is being brought to market under the name Conversive — the Salesforce experience is rebranded Conversive for Salesforce, with the same underlying capabilities and workflows. Both names are still in circulation across listings, documentation and search results, so you may see either one during procurement. If you already run SMS-Magic, you are running the same product line.

The practical line is this: if it can be built in Salesforce setup, in Flow, or in the package's own admin screens, it is configuration — templates, merge fields, routing rules, triggered sends on stage or status, reports and dashboards. If it needs Apex, a Lightning Web Component, or a call to a system outside Salesforce, it is custom development. Bulk sends that have to respect governor limits, messaging driven by custom objects, and bespoke agent screens all fall on the development side. We tell you which side a requirement sits on during discovery, because the two are staffed and priced differently.

A focused first use case is typically a few weeks of build once discovery is agreed, and the package itself installs in an afternoon. The variable that most often sets the real launch date is carrier registration: US business messaging requires brand and campaign registration for 10DLC numbers, or verification for toll-free numbers, and that approval runs on the carriers' timetable rather than ours. We file it in the first week for exactly that reason. Custom development, multi-team rollouts and multi-country number coverage extend the timeline beyond that baseline.

We design consent as a field on the Salesforce record rather than a list held elsewhere. Opt-ins are captured wherever the customer gives them — a web form, a portal, an agent screen — and written to that field. Standard stop keywords update it automatically on reply, and every automated send checks it before dispatching. That gives you an answer to "who consented, through which channel, on what date" that can be produced from a report instead of assembled by hand. Twopir builds the mechanics; your legal team owns the policy those mechanics enforce, and nothing on this page is legal advice.

Yes to both, and they solve different problems. Flow is where operational messaging belongs — a reminder timed off an appointment date, a nudge when a lead sits untouched, a notification when a case changes stage. Marketing Cloud is where campaign messaging belongs, with SMS running as a consented step inside a journey that already sends email, rather than as a separate blast from a separate tool. Where the trigger comes from a custom object or a system outside Salesforce, we build it in Apex instead.

That is a common starting point, and the cause is usually the same: the package was installed but never wired into the process, so using it is extra work rather than the fastest way to do the job. We audit what is configured today, find where the process and the tool diverge, then rebuild the parts that matter — triggers on the events that should cause a message, routing that gives every reply an owner, templates people can actually send, and reporting that shows what changed. It rarely requires starting over.

It depends on who needs to control the messaging and how much of it is bespoke. A packaged application like SMS-Magic gives business teams templates, a conversation view and admin screens they can run themselves, which suits sales, service and marketing use cases. Building directly on a programmable platform such as Twilio gives developers more control and usually makes sense when messaging is embedded in a product or a highly custom workflow, at the cost of building the business-facing tooling yourself. We deliver both, and the decision usually turns on who owns the numbers, what the compliance surface looks like, and how much custom logic you expect to need.

Next Step

Bring us the use case, and we will tell you what it takes

A short discovery call is usually enough to say whether your requirement is configuration or development, what registration will need, and roughly how long it takes. Twopir Consulting implements SMS-Magic as part of our wider Salesforce practice.

Salesforce architecture · messaging delivery · consent by design