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Best practices for using SMS texting within sales

Best Practices for Using SMS Texting within Sales

In today’s fast-paced world, customers want quick and efficient communication with sales teams. SMS texting is a great way to provide that communication. It’s quick, convenient, and allows sales representatives to have instant communication with prospects and customers. Here are some best practices for using SMS texting within sales.

1. Get Permission to Text

Before you start texting prospects or customers, ensure that you have their permission to do so. This can be done through a simple opt-in process where customers provide their phone number and agree to receive text messages from your company. This not only keeps you compliant with regulations but also ensures that your messages are welcome and not seen as spam.

2. Keep it Short and Sweet

SMS messages have a character limit of 160 characters, so it’s important to keep your messages short and to the point. Make sure your message is clear, concise, and easy to understand. Avoid using industry jargon or complicated language that may confuse the recipient.

3. Personalize Your Messages

Personalization is key when it comes to SMS texting. Address your customer by name and use personalized messaging to make them feel valued. This can include sending them personalized offers or promotions that are tailored to their interests. Personalization can help increase engagement and lead to higher conversion rates.

4. Use a Call-to-Action

Include a clear call-to-action (CTA) in your SMS messages. This can be a link to a landing page, a request for a call back, or a request to schedule an appointment. Make sure your CTA is clear and easy to understand, and that it leads the recipient to take the desired action.

5. Timing is Everything

Timing is important when it comes to SMS messaging. Avoid sending messages too early in the morning or too late at night. Also, consider the time zone of your recipient. If you’re sending messages to customers in different time zones, be mindful of the time difference and adjust your sending times accordingly.

6. Use SMS for Appointment Reminders

SMS messaging is a great way to send appointment reminders to customers. This can help reduce the number of no-shows and last-minute cancellations. Make sure to include the date and time of the appointment, as well as any other relevant information.

7. Use SMS for Follow-Up

After a sales call or meeting, use SMS messaging to follow up with prospects or customers. This can help keep the conversation going and ensure that any questions or concerns are addressed in a timely manner. Follow-up messages can also include personalized offers or promotions to help move the prospect further down the sales funnel.

8. Measure the Results

It’s important to measure the results of your SMS messaging campaigns. This can help you understand what’s working and what’s not, and make adjustments accordingly. Use metrics such as open rates, click-through rates, and conversion rates to track the success of your campaigns.

9. Use SMS Messaging in Combination with Other Channels

SMS messaging should be used in combination with other channels such as email and phone calls. This can help provide a more comprehensive and personalized communication experience for prospects and customers. Use SMS messaging to supplement your other channels and provide quick and convenient communication when needed.


SMS messaging is a powerful tool for sales teams. It provides quick and convenient communication with prospects and customers, and can help increase engagement and conversion rates. By following these best practices, you can ensure that your SMS messaging campaigns are effective and compliant with regulations. Remember to keep your messages short and sweet, personalize your messaging, use a clear call-to-action, and measure the results of your campaigns.

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