Release Notes: Improvements to Tout Integrations

Since our last update around product speed, we’ve made a serious of improvements across Tout and our integrations with platforms like Gmail, Outlook and Salesforce.

Over the past few weeks, we’ve resolved:

Gmail Specific Issues:

  • Additional logging for an issue where Gmail drafts are lost

Outlook Specific Issues:

  • Inconsistency with the Live Feed loading
  • Memory issues

Salesforce Specific Issues:

  • Using Push to Tout in Salesforce wasn’t working consistently for some customers

Every new release of ToutApp includes improvements to our infrastructure and overall performance. As new features and bug fixes get rolled out, we’ll let you know. Thanks for your feedback!

Release Notes: Speed Performance

Today, we’re happy to tell you about an improvement to that increases speed, load time and performance site-wide.

At Tout, we have a number of background workers that process everything. They do all of the work for us, so you don’t have to sit around and wait for your email to send.

Or for tracking events from your big fish prospect to filter into the Live Feed.

Or for your reps activities to post in your CRM. Or for you to share a template with the CSM team.

Or for your post to get shared in Salesbeat.

Or… you get the point.

Lately, though, you’ve been having to sit around and wait for those things to happen.

And you know what? That sucks.

But We’re not going to let you sit around and wait for a minute more.

We’ve added significant capacity to the workers that process those actions and events. We’re committed to make sure that everything happens lightning fast.

Here’s to not sitting around and waiting.

 

Every new release of ToutApp includes improvements to our infrastructure and overall performance. As new features and bug fixes get rolled out, we’ll let you know. Thanks for your feedback!

Tout Tips: Social Selling Talk with Dan Smith

In our newest series, we’re talking to Social Sellers and their origin story with Social Selling, how it fits into their workflow and how it benefits them. We’re calling it Tout Tips: Social Selling. Stay tuned every week for a new interview with an Account Executive, Sales Development Rep or Market Development Rep. 

Read our first talk with Dan Smith, Account Executive. Follow Dan on Twitter and Connect with him on LinkedIn.

What is your definition of Social Selling?

I define Social Selling as a way to have a better conversation based on what I know about what a prospect cares about. Social channels like Twitter, LinkedIn or Facebook allow me to see different facets of their life and understand what’s valuable to them. I think the problem with Social Selling is that it’s easily abused by people who don’t focus first on building strong relationships or they think this is another way to get in front of their prospects and start stalking their prey instead of actually creating a mutually beneficial relationship with them.

How did you get involved in Social Selling?

I got into Social Selling through Koka Sexton. I liked what he was doing and he came into ToutApp for a training. At the time I was brand new to Twitter and knew that people were using it – but I didn’t know how to get started with it on a professional level. Koka described the types of conversations that you can have through Social Selling as being unique that you can’t get on any other medium. I was intrigued.

I tried Social Selling on Twitter and started following people who wrote interesting articles that I cared about, and so that was my early taste for Social Selling. With that early taste I realized that Social Selling isn’t about adding noise or reading a lot of content, but it’s about starting a conversation and interacting on a different medium other than phone or email.

Usually all relationships start off with a cold outreach, but a good way to start a conversation is to show interest with that person and Twitter gave me a great way to start that conversation. It gave me another way to touch base with someone. You can see who people are based on what they post, what they care about and what they comment on. And so having conversations directly about what they care about is a powerful way to build great relationships.

Do you have a preferred social channel?

LinkedIn is my preferred channel. I sell to sales people and I think there’s more valuable content on LinkedIn because people display themselves in more professional way and you can see what they care about very easily. If someone is strong on LinkedIn they’ll have a summary page, videos about themselves and projects they’ve worked on. I can now do better research on the company and person while knowing a bit more about where their focus lies.

There’s a stronger engagement rate on LinkedIn than on Twitter. Unfortunately InMails are becoming more like Twitter DMs and it has become so over automated by so many people, they usually get instantly deleted or declined.

LinkedIn is also a fantastic place for individuals to start their own blog. Some of my posts have kicked off some of my strongest professional relationships, started conversations in companies or people I’ve never heard of, and allowed both my personal brand and the company I represent to flourish.

When did you realize that Social Selling was right for you?

I think the moment that I realized Social Selling was really successful was when I tried something new to win a deal. I went to video to try and re-engage with a lost customer. It was an interesting learning experience that’s a bit outside of Social Selling because it was a different 1-to-1 touch point. But the part that is aligned with Social Selling is when I wrote a blog post and explained how I went about creating it, the philosophy around it, what happened and how other people can learn from it. For me, the goal of the blog was to start conversations and it ended up being a really powerful conversation starter and it inspired other Salespeople that I didn’t have a relationship with directly.

It’s a huge step to go from curation to creation. There’s no way to harness it, you put it out there, people talk about it and learn about it if it’s helpful. When the content is helpful and you start adding value, it starts unique conversations that helps grow your brand and your company’s brand. When someone has a question – they’ll remember that blog post and they’ll come back to you.

That is what’s powerful about Social Selling.

How do you fit Social Selling into your workflow and what kind of content is compelling to you?

I have emphasized Social Selling in my daily routine. I spend about 5-10 minutes specifically on Twitter and 20-30 minutes throughout the day on LinkedIn. The morning is about getting interesting articles, seeing if my connections have posted a blog post and checking out what people are talking about. Then periodically throughout the day I’ll go back and read through LinkedIn.

When I do find interesting articles, I use an social automation tool called Buffer and space out my posts so people can find value throughout the day. I constantly post about things that I’m passionate about, which are sales related, email related, best practices in Sales and time management.

I balance my articles between 90% business and 10% personal so people know that I’m a real person.

But it’s still all related to this brand that I’m building because I want to be consistent both on how I’m displaying myself and what it would be like if we had a real conversation. I want people to know what the conversation would be like before they talk to me. It’s important to be authentic when you’re doing Social Selling.

Are there etiquette rules involved since not all Social platforms were created equal?

Absolutely and that was the scary part about getting into Twitter for the first time. I knew LinkedIn and used it for job hunting. Twitter is very interesting and I don’t think you should follow all your prospects. I think that if they tweet specific things that are interesting to you, you can follow them. But I don’t think you should follow them just so you can have another way to DM them because they’re not picking up your phone calls or responding to your emails.

But, if you genuinely start a conversation based on what they wrote about, then that’s fine. I don’t think you add someone on LinkedIn and your first message to them is trying to sell them. That’s poor form. For LinkedIn, the only time you should ask for a connection is when you feel that there’s a strong connection there. It’s like a first date, you don’t want to get married on the first date, you want to figure out who they are, what they care about and if there’s a strong fit.

Like any tool, it’s important to learn how to use it and not just get the basics and run with it. There are rules and a right way to do something, and I think people should try and be willing to try it out, be uncomfortable and possibly fail. But it’s dangerous to do something that would impact your personal brand negatively. You have to care about what you post and share as it will impact how the world will see you. And if you don’t take that seriously, you’re just going to create noise when Social Selling is all about creating value and bringing something to the table with your perspective.

 

 

Introducing: Team Management

Sales Development Reps, Account Executives and Customer Success Managers all use ToutApp. While we help each of these teams collaborate with each other with Sales Beat and shared templates & analytics, there wasn’t a way to collaborate within each of these teams… Until today.

Today, we’re announcing Team Management. It lets you segment your Tout subscription into distinct teams. It makes Sales Beat that much more powerful, and every other aspect of the platform that much more contextual.

Also… it was a lot of fun making this video!

While Tout has always had the functionality to share templates and groups with your subscription, your templates and groups were either shared with the entire company or not at all. As our customers have continued to grow their teams, we saw a need to create sub-teams within Tout so managers and team leads can drill in and focus on the right reps and get the most accurate analytics.

Today, we’re introducing functionality that will not only increase collaboration across your team, but will also give you visibility into analytics at the company-wide, team or individual rep level.

Best of all, when you’re sharing messaging with your team or teams, you can provide context about why you’re sharing the template, best practices and use cases. You’ll have the same functionality in the Relationships page, too.

And, you can even share updates in Sales Beat with just the team or teams you belong to.

Now, your account can have individual users, Master Administrators and Team Administrators in your subscription. And, we’ve made significant improvements to inviting team members to your subscription, as well as to specific subteams.

If you were using Tout prior to today, don’t worry – we haven’t touched your subscription. Everything will still be in place and your team will be called the “Everyone” team. You cannot have someone as part of your Tout account if they do not exist in this group.

As sales teams evolve and crave better tools to manage their workflow, we’re constantly improving our platform. Team Management is made available today to all Enterprise customers. Please check it out and let us know what you think and let us know if we missed anything!

 

Release Notes: Tidying Up

 

This week, we’re happy to share an array of positive improvements to our product – from UI glitches to feature enhancements. These upgrades to Tout are a direct result of your feedback, so please, keep it coming. Read on to get the specifics around what went out in our latest release.

Bugs Fixed:

  • We fixed a lone comma that appeared if a contact has a company but no title
  • There was an error that would prevent users from accurately filling out our Sign-Up form
  • We now allow for 50 contacts to be bulk-selected in Relationship Groups – which is the maximum number of contacts allowed to be sent a custom group email
  • We improved delays in posting event data in Salesforce
  • We fixed an error around CSV uploads to the Relationships page

UI Glitches Resolved:

  • When refreshing a Relationship Group, a styling issue with the number of contacts in the group was fixed.
  • It is no longer possible to accidentally delete the ‘Failed Delivery’ or ‘Delivery in Progress’ filters in the Conversations page.
  • In the Settings page, Step 4 now accurately takes users to the page to set up their Email Delivery Channel
  • Notes on a contact now consistently appear on Contact Details
  • You’ll now visually see when your changes in your Salesforce Settings are saved in Tout
  • Templates that use numbers and characters (ie -3×3 04/2015) are now linkable

 

Every new release of ToutApp includes improvements to our infrastructure and overall performance. As new features and bug fixes get rolled out, we’ll let you know. Thanks for your feedback!

Release Notes: Unsubscribe Functionality Overhaul

We know that email compliance is a big deal for your company. And, at Tout, your feedback is a big deal for our company. So, today we’re happy to tell you that we’ve completely overhauled how we handle unsubscribes – based solely off of your feedback.
Here’s what’s included in the overhaul:
 

To help with contact management:

 

my_contacts_filter

  1. There’s a new filter in the Relationships page that has ‘My Contacts’ so you know if it’s a contact you own or one that has been shared via a team member.
  2. In the contact details view, an end-user can now see who created the contact.

Customizing your Unsubscribe Language in the Settings Page:

unsubscribe_in_settings

  1. Now, we have a dedicated settings page to Unsubscribe Functionality. On this page, you’ll find two boxes. One for “Unsubscribe” and the other for “Block Unsubscribe”:
    • Unsubscribe – This will remove the recipient from groups and fail any existing scheduled emails to the recipient.
    • Block Unsubscribe – This will block the recipient from receiving emails from you and your team.
Adding an Unsubscribe when Editing a Template: 

 

unsubscribe_template
  1. Unsubscribe buttons (Helpful and Simple, respectively) are now gone. But don’t panic — they have been replaced with checkboxes so you can still quickly add an unsubscribe link in a template
  2. There’s now a deep link to the settings page to set up custom Unsubscribes.

Salesforce Opt Out Sync:

admin_settings_unsubscribe
  1. Your subscription Administrator can opt-in to a 2-way sync between Tout Unsubscribes and Salesforce Opt Out flags
    1. One-way syncing from Tout to Salesforce will occur in real time
    2. This bi-directional sync from Salesforce to Tout will happen every 24 hours

 

Every new release of ToutApp includes improvements to our infrastructure and overall performance. As new features and bug fixes get rolled out, we’ll let you know. Thanks for your feedback!

 

Release Notes: Admin Settings for Salesforce

This week, we’re really excited to share an update that has been requested by team administrators. For the first time, we have built global settings for Salesforce that an admin can apply.

admin_settings

So what can an admin do?

  1. Enable 2-way Opt Out Sync
    1. Once enabled, Tout will check Salesforce every 24 hours for any Contact or Lead that has been marked as Opt Out and update that record as having Unsubscribed in ToutApp.com.
  2. Choose how your reps log emails to Salesforce
    1. Via the Salesforce API
    2. Via BCC
  3. Sync Salesforce Opportunities with Tout
    1. In addition to syncing over your Contacts and Leads, you can sync over Contacts and Leads tied to an opportunity
  4. Sync Tasks
    1. This enables a 2-way sync between Tout tasks and Salesforce tasks

Every new release of ToutApp includes improvements to our infrastructure and overall performance. As new features and bug fixes get rolled out, we’ll let you know. Thanks for your feedback!

 

Release Notes: Reply Tracking and Delivery Updates

This week, we’re happy to tell you about several improvements we’ve made to Tout – spanning from tracking Out of Office replies to updating you when your email has been Bounced or ended up in Spam.

New UI for Spam/Bounced Emails
  • Tout now bubbles up emails marked as Spam, in addition to bounced emails and delivered emails
    • Spam emails will be flagged with this icon: spam_icon2
    • Bounced emails will be flagged with this icon: bounced_icon2
  • Under the “Failed Deliveries” folder in the Conversations tab, you’ll see Spam and Bounced as filters
  • Tout bubbles up why an email was Bounced or marked as Spam Only IF it was reported
Out of Office Replies
  • For users that have a Gmail integration, Tout reply tracking technology will now capture Out of Office Replies (OOO) and bubble that up in the Live Feed and in the sent folder
    • OOO Replies will be flagged with this icon: Door_exit_with_arrow_to_the_right_16
    • These do not count as a true “reply” in Tout (and won’t affect your drip campaigns being turned off)
  • If a recipient views the email/engages otherwise after they’re back in the office Tout will reflect that

Every new release of ToutApp includes improvements to our infrastructure and overall performance. As new features and bug fixes get rolled out, we’ll let you know.

Command Center: Step-by-Step

Earlier this week, we introduced Command Center – a brand new view for sending emails, following up and reaching out while the iron is hot. Whether it’s your Tasks for the day, identifying the most engaged people or personalizing a set of automated drip emails that are already scheduled, you can do it all right from this view.

 

Let’s dive in, feature-by-feature.

Keep Salesforce up to date.

  • All tasks sync bi-directionally between ToutApp and Salesforce so any edit you make will flow back and forth between our two platforms.
  • You can choose between four task types: Email, Call, InMail and Other
    • Email: This will open a new compose window for you to quickly choose a template and fire off that follow up email.
    • Call: This opens click to call and pulls in whatever phone number you have for that record in SF. Logs the call + notes in Salesforce.
    • InMail: When you choose the InMail option, Tout will open LinkedIn with a search for that contact so you can quickly connect or fire off an InMail message.
    • Other: Do you need to do something else to move the deal along? Send thank you flowers? Post a tweet? You can log that as a task too, by choosing ‘other’ as an option when you create your task.

Screen Shot 2015-06-18 at 3.35.59 PM

 

Never miss a follow up.

  • Schedule tasks right from an email (or from the Live Feed), whether you’re in Gmail, Outlook, Salesforce or ToutApp.com.
  • Have your templates automatically schedule a task each time you send an email using that task.

create_auto_task

  • All of your tasks due today and tomorrow will automatically appear in your tasks list in ToutApp.com and in your Live Feed.

 

Follow up in 1 click.

  • With new follow up action buttons in Command Center, sending a follow up is just a click away.

Screen Shot 2015-06-18 at 4.45.26 PM

 

Keep your most engaged prospects on your radar.

  • In Command Center, Tout bubbles up emails you’ve sent that have high engagement activity so you can call them or send them a follow up in just one click.

Screen Shot 2015-06-18 at 4.52.11 PM

 

Touch every email before it leaves your sent folder.

  • Did you just get off of a call with a prospect and have an email scheduled to go out to them later today? With the scheduled emails view, you can edit that email and add some personalization about your call before it goes out.

Screen Shot 2015-06-18 at 4.54.19 PM

 

Send out personalized emails at scale.

  • Select up to 50 contacts at a time to quickly send of an email, while still taking the time to add a sentence or two of personalization so you can book a meeting or close a deal.

Screen Shot 2015-06-18 at 4.59.50 PM

 

Follow up on a thread.

  • When sending a follow up email, or firing off a drip campaign, Tout will automatically pull in the the last email you sent, including the time and date it was sent appended to your email – to look like a true threaded follow up chain.

Screen Shot 2015-06-18 at 5.02.29 PM

 

 

Pretty cool, huh? To learn best practices around outbound sales, join our webinar with Tout’s very own Sales Development team next Wednesday, June 24th at 11am PST to learn messaging that gets replies and how to personalize at scale.

Release notes: Chrome Email Plugins

We’ve been really busy this month – working on a brand new home page for Tout, called Command Center. However, as always, we’ve been continually improving our platform in tandem with releasing brand new functionality.

This week, we’re happy to tell you about a few things we’ve updated and fixed:

  • A fix for our OWA integration (Microsoft had made a change that removed the “Tout It” button)
  • Resolved an issue where Niko would open blank in Gmail.

Want to download ToutApp for Chrome? You can, here.

Every new release of ToutApp includes improvements to our infrastructure and overall performance. As new features and bug fixes get rolled out, we’ll let you know.