Case Study | Total Wealth Planning

Their Challenge

No Salesforce Integration

Before Mogli, Total Wealth Planning used a separate texting software that lacked integration with their Salesforce CRM. This was a major headache for the firm, requiring an ongoing manual effort to keep data consistent between tools. They sought a solution that, through integration with Salesforce, would make for an easier and more efficient texting experience.

Solution

Mogli for Easy Salesforce Texting

After researching their options, Total Wealth Planning chose Mogli, specifically because its “built on and built for Salesforce” foundation offered a direct solution to their integration dilemma.

The seamless integration with their CRM eliminated the challenges of their previous setup, immediately solving the firm’s need for an easier and more efficient texting experience. As described by Micah Peterson, the goal was clear:

“We knew we wanted some kind of texting software that would sit inside the Salesforce environment because with [our previous texting tool], you had to input the contact information manually. And we knew with Mogli, it’s going to keep track of everything down to the individual person’s contact and account. We’d have an easier way to contact the client, and we’d also know exactly who's contacting us. We can communicate with leads through it, prospects through it. So that was originally the reason why we came on to Mogli, and it does an amazing job with that, but there's so much more to it that I think we've grown into." - Micah Peterson, Total Wealth Planning

By sitting directly inside Salesforce, Mogli transforms client communication and internal workflows by ensuring data consistency and enabling powerful automation via Salesforce Flow. Now, Mogli has become an indispensable part of their Salesforce environment.

How It Works

Salesforce-Enhanced Engagement via SMS

Personalized Advisor-Client Texting

Initially, Mogli was adopted for direct client communication, allowing advisors to text clients from within Salesforce. This provided an immediate advantage over their previous solution by automatically linking texts to individual person accounts and contacts.

Automated Event Lead Capture & Nurturing

Total Wealth Planning utilized Mogli's survey/form capabilities for client and prospect events. To enter the raffle, attendees could text a designated number. This action automatically generated a lead, with the SMS channel and event recorded as the source. Next, with the help of Salesforce Flow, the client or net-new lead could be plugged into various follow-up campaigns.

Automated 401(k) Credentialing

To streamline the process of collecting 401(k) login credentials, Total Wealth Planning built a Salesforce Screen Flow that automated text messages to clients. With a single click, advisors could send a templated message requesting a good time to send a code, significantly reducing manual effort and saving valuable time.

Birthday Automations

A daily automation was set up to send personalized birthday texts to clients. These texts, assigned by advisor and including a team picture, fostered greater client engagement and allowed the firm to gather insights into clients' preferences, enhancing the "next-level touch point client service experience."

Automated Notifications

Total Wealth Planning developed a Salesforce Flow that sends targeted bell notifications to the relevant advisor, associate, and the person who most recently texted the client. This ensured timely responses without "pinging the firm every time the door is opened".

“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.”

The Bottom Line

An Easy and Efficient Texting Experience 

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.