“It's been a really powerful tool. We love how it just integrates well with Flow inside Salesforce. We set up an automated notification using Flow that says, a text message comes in, go notify the advisor, the associate, and the person that most recently texted that person. And that just comes through the bell notification in Salesforce, and that's been huge. Super, super easy to use. The team loves it. The way we've been using Mogli, it's always going to be a part of the way we use Salesforce now at this point.”
Total Wealth Planning's success story with Mogli showcases how a Salesforce-based text messaging solution can greatly improve client communication and operational efficiency. By leveraging Mogli, Total Wealth Planning continues to deliver on its mission of providing exceptional, hyper-personalized service and building strong client relationships in the era of the text message.