The SMS Layer in Your
Salesforce Pipeline
Deploy secure, compliant iMessage automation directly from Salesforce. Keep your AEs productive and your data clean with our managed package.
OpportunityStage: ProposalEnterprise Architecture
Lightning Component
Embeddable "Tuco Chat" widget directly on Lead and Contact layouts. Reps never leave the tab.
Flow Builder Sync
Native Apex Actions. Design complex flows: "If Deal > 50k and Idle 3 days, send SMS."
Security & Compliance
Full audit logging. Role-Based Access Control (RBAC). Data never leaves secure pipes.
SDR team turns blue bubbles into booked meetings
A mid-market B2B SaaS company selling into revenue leaders faced a common challenge: their SDR team of 12 was hitting volume goals but struggling with low reply rates.
Challenge
Low reply rates and 53% meeting attendance rate despite high call volumes.
Solution
Connected Salesforce to Tuco AI. Added iMessage sequences for cold follow-up, confirmations, and proposal reminders.
"Our reps didn't need another tool. They just needed prospects to actually see messages. Tuco AI made iMessage feel like a natural extension of our playbooks—now the default question in pipeline reviews is 'Did we text them yet?'"
Best practices for B2B iMessage
How to automate without losing the human touch.
1Lead with context
Reference how you got their details (demo request, webinar, mutual connection). Don't be a stranger.
2Keep it concise
Aim for 2–4 short lines. Break details into follow-ups instead of sending walls of text.
3Clear, low-friction CTAs
Ask for a simple reply ("yes/no", "reschedule") or link to a short booking flow.
4Respect preferences
Tuco AI updates Salesforce opt-out fields automatically. Never text a customer who said "stop".
Bi-Directional Data Flow
Deal Update
Sales rep updates stage to "Negotiation"
Trigger SMS
Personalized iMessage sent instantly via Webhook
Lead Replies
Response received on user's phone
Log Activity
Chat log synced to Salesforce Activity Timeline
Teams engaging via iMessage close deals faster.
Per rep, by automating follow-up sequences.
Every text logged automatically. No data silos.
Enterprise FAQ
Managed Package?
Yes. We provide an unmanaged or managed package depending on your org's customization needs.
API Usage?
Optimized for bulk operations. We use Bulk API for data loads and efficient REST calls for triggers.
Custom Objects?
Fully supported. Map Tuco fields to any Standard or Custom Object in your schema.
Sandboxes?
Unlimited sandbox connections included with Enterprise plans for safe testing.
Ready to modernize your Salesforce stack?
Join the Fortune 500 teams using Tuco to drive revenue with iMessage.