How to Convince Your Boss to Say Yes to Business Text Messaging

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We’re going to say, without a hint of doubt, that if given the choice employees would prefer to use tools that make their day-to-day work easier. Your boss would likely agree with that statement, too, but getting them to give the go-ahead on purchasing said tools…well, that might be a little harder.

But here’s the thing: You and your team have had continuous issues with daily workflow, and you can’t quite give customers the attentive service your department has aimed for. So, you’ve taken it upon yourself to find the perfect tool that solves all these issues. You’ve done the research, read reviews, compared customer testimonials and you’ve concluded that business text messaging software is just what your team needs to meet their goals. But how do you convince your boss to get on board?

Get your boss to buy text messaging software for your team

Why your input matters

In a recent survey, we found that 61 percent of companies don’t use text messaging to communicate with customers but 64 percent of that group see its value. Of that 64 percent, 70 percent are employees without software buying power. What this tells us is that employees are identifying a problem with their communication, have found a solution but are not getting the green light from upper management to proceed with it.

When pushing for a software upgrade or new tools at work, employees are usually the first to vocalize the need, not leadership. It makes sense because employees are working directly with customers or the company’s product day in and day out. Leadership can have a million things on their plate, and it can be hard to have a good pulse on what their direct reports need to do their jobs efficiently without employees telling them about it.

You know your team would benefit from texting software. Here are the steps to get it.

Do all the research for your boss

To present a compelling case, you’ll have to show that you’ve really thought this through. Find stats on how business text messaging benefits your industry, customers and team workflow. If you can, get precise on how much time and money your team will save with text messaging: How many hours will you save a week not playing phone tag with customers? How much more money could your company make by reaching customers faster? We’ve created case studies by industry that provide hard numbers, varied use cases and clear examples of how Zipwhip texting software has greatly improved customer communication for our users.

Compile a few providers and show your boss the pros and cons of each and how they make sense for your company. For example, SMS short-code messaging is widely used and maybe your boss has shown interest in it at some point, but in your research, you’ve found that it’s not the tool for your goals: Your company doesn’t send mass marketing texts and doesn’t want to limit customer engagement. (Customers can’t reply to an SMS short-code message.)

If texting for business is something your boss is not familiar with, you could provide some literature for them to look through. The Zipwhip team just launched the industry’s first State of Texting Report, and it’s a great resource to show texting’s growing popularity and how businesses and consumers use it to communicate with each other.

Get feedback from your teammates

Do your teammates agree that business text messaging is a useful tool for their needs? Ultimately, texting tools will benefit everyone, so if they’re not on board with your idea, show them how their work will improve. When talking to your boss, your case will be better supported if your team can stand behind it.

Moreover, having concrete examples from your colleagues about why your current tools need an upgrade can be eye opening for your boss. Maybe your team gets interrupted too much during the day because customers are calling to ask about basic information like directions or business hours. How could texting software help keep your team off the phone in these situations? Or maybe your team spends too much time calling customers to confirm appointments. How can texting help cut down on that time?

Present to your boss

Now is the time to bring your research and team anecdotes to your boss. First, think about your boss’ preferences: Do they like PowerPoints? Are they more comfortable with an open chat first, then detailed information later? Whatever the case, put everything into some sort of presentation to support your ask.

And this may be obvious, but it’s worth mentioning – talk to your boss at the right time. If your team has a giant project that’s taking up everyone’s time and energy, maybe wait after that’s all done. You want your boss to be free from distractions when you’re talking to them.

When putting your case together, get straight to the point and start with the problems you want to solve. What is your team facing? What are your customers facing? What does this all mean for the company?

Be prepared for some pushback. You can’t anticipate every hesitation on their part, but here are few common interjections to texting for business tools:

  • Our audience doesn’t text. We’ve got a recent survey that says customers of all generations actually want businesses to text them.
  • We’re just fine with phone calls and emails. Phone calls and emails have become overused, making it much harder to engage with customers.
  • We don’t have time to train our team. If you choose business-texting software with intuitive, smart features, getting people up to speed will be fast and fuss-free. Once you’ve text enabled your business line, your team can start sending and receiving texts on their computer or mobile apps immediately.
  • We’ve got other things to focus on. Present this from the customer angle: If your business is not meeting customer needs, those customers will go elsewhere. Texting builds relationships with customers, and it’s their preferred medium for communication. In addition, explain how the tool will ultimately help improve team productivity by cutting the need for time-consuming phone calls and emails, thus making everyone more efficient.
  • It’s not in our budget. This is why you should come prepared with how much time and money texting-for-business software can save your business. Paying for a texting service now will be worth it in long-term savings, just show your boss how! Adding customer testimonials and case studies that show just how a texting service has lowered overhead cost or increased revenue will make your pitch more compelling. The more examples you can bring to the table to prove ROI, the better.

Lastly, emphasize the urgency. Yes, you could revisit the software at a later time, but your competition is beating you to it. Show how others in your industry are using texting communication tools and how it’s benefiting them.

Make your case easy with Zipwhip

You’ve now got a solid case to persuade your boss to say yes to text messaging software, but if you need a boost, why not offer to show them how a texting tool works in action? Start a free trial of Zipwhip’s texting-for-business software and experience firsthand how your team can text from their computers and mobile devices with powerful features that streamline workflow and keep everyone organized.

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