Initial Consultation: Understand your business needs and customize the solution accordingly. This usually takes about 1-2 weeks.
Account Setup: Setting up your account, which includes configuring settings, selecting phone numbers, and migrating data (if necessary). Timeframe: 1 week.
Integration: Integrating Text Request with existing systems (such as CRMs or other software). Depending on the complexity, this can add 1-3 weeks.
Testing: Internal testing of the setup to ensure everything functions correctly. Timeframe: 1 week.
Launch: Going live with the system. Timeframe: 1 week.
Post-Launch Support: Continuing support and adjustments based on user feedback. This phase is ongoing.
Customisation
Phone Number Selection: Businesses can choose local or toll-free numbers, including vanity numbers.
Automated Responses: Ability to set up automated greetings and responses based on specific triggers.
Integrations: Connect with existing tools such as CRMs (Salesforce, HubSpot, etc.), email platforms, and other business applications to streamline operations.
Custom Workflows: Tailor communication workflows to fit your business processes better.
API Access: For more advanced users, API access is available for deeper customization.
Additional Costs
Setup Fees: There may be an initial setup fee, which can range from $0 to $500 depending on feature complexity and data migration needs.
Monthly Subscription: Plans may range from $29/month for basic features to several hundred dollars for premium features.
Additional Charges:
Add-on features (like analytics or extra integrations).
Overages on message limits or usage.
Training & Support Services: These may incur additional costs if you opt for extensive training modules.
Training
Onboarding: The onboarding process includes guided setup and usage tutorials.
Documentation: Comprehensive online guides and FAQs are available for self-service learning.
Webinars: Regular group training sessions via webinars can help users familiarize themselves with the software.
Dedicated Support: Access to customer support via chat, email, and phone, often with response times guaranteed.
Security Measures
Encryption: Data is encrypted both in transit and at rest.
Access Controls: Role-based access controls ensure that only authorized personnel can access sensitive data.
Regular Audits: Routine security audits and vulnerability assessments help maintain system integrity.
Compliance: Adhering to regulations like GDPR and HIPAA when necessary, especially for industries that require stringent data handling.
Two-Factor Authentication: Optional two-factor authentication for additional security on accounts.
Updates
Frequency of Updates:
Text Request typically releases updates regularly; while specific timelines can vary, they often provide updates quarterly or as needed.
Management of Updates:
Feature Releases: Include new functionalities, enhancements, and previously requested features from users.
User Feedback: Updates are influenced by user feedback and feature requests collected through customer support channels and surveys.
Maintenance Updates: Regular maintenance updates focus on performance improvements, bug fixes, and security patches.
Data Ownership and Portability
Data Ownership:
Text Request explicitly states that users own all the data they send and receive using the platform.
This includes messages, contacts, and any other data stored within the system.
Data Portability:
Users have the right to export their data from Text Request in compliance with standard formats (like CSV or Excel).
The export process is intended to be user-friendly, allowing businesses to move data to another system if needed.
Scaling Up / Down
Scaling Up:
Organizations can easily upgrade their plan to access more features, higher message limits, and additional functionalities.
Changes to the subscription can typically be done through the account settings and are effective immediately.
Scaling Down:
Businesses can downgrade their service depending on their current requirements.
Changes in the plan will usually take effect at the next billing cycle, so advanced notice may be required.
The terms & conditions for contract renewal and cancellation
Contract Renewal:
Most plans are considered monthly or annually, and renewal terms are usually automatic unless specified otherwise in the agreement.
Users should receive notifications about upcoming renewals, including the ability to review updated terms.
Cancellation:
Users can cancel their subscription at any time, typically through their account dashboard.
Cancellation may be confirmed via email, and any outstanding fees for the billing cycle may apply.
Notice Period:
Users are typically advised to cancel at least 1-2 weeks before the renewal date to avoid being charged for the next billing cycle.
Refund Policy:
Depending on the service agreement, there may be no refunds for partial months or advanced payments.
Compliance
GDPR (General Data Protection Regulation): Ensuring that data protection requirements are met, especially for users in the European Union.
HIPAA (Health Insurance Portability and Accountability Act): Applicable for users in the healthcare sector, ensuring that patient information is handled with confidentiality.
CCPA (California Consumer Privacy Act): Providing rights and protections for California residents regarding their personal data.
PCI DSS (Payment Card Industry Data Security Standard): If applicable, ensuring safe handling of credit card information.
