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: 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!

 

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.

Introducing Sales Beat, Collaboration for Sales Teams

Today, as the next installment of our Jarvis initiative, we’re announcing the addition of Sales Beat to the ToutApp Sales Platform.

We already provide our customers with best-in-class Tracking, Templates and Analytics – this is the core of what we do. But we know that sales reps need more than productivity tools to truly excel. They need relevant insights that they can apply to their active deals, they need training baked right into the software, and they need help when they get stuck.

Sales Beat Drives Collaboration

Sales Beat is the new collaborative layer surrounding the core of our platform. It bubbles up real insights via a real-time feed baked right into the salesperson’s workflow. It highlights the right insights from Tout Analytics, as well as real advice shared by Sales Managers, Marketing and other stakeholders, so that sales reps can book more meetings and move deals forward.

With this new layer of the platform, we’re now the only sales platform in the space that bakes in collaboration right into the salesperson’s workflow. This is a very exciting time for us, and we can’t wait to continue building this out even more, so that we’re constantly improving how we can help sales reps do their jobs.

How does Sales Beat work?

Sales Beat is used across the entire sales team – outbound reps, closers and sales management. It’s also used by those that work closely with Sales, including Marketing, Sales Ops and CS/Account Managers. When used correctly, we’ve seen it quickly become the nerve center for sales teams to share information effectively.

Top Templates

Some of the insights that are automatically bubbled up to the team in Sales Beat include:

  • Top 5 best performing templates across the team, so you can see the best performing messaging
  • Notification of an effective new template that’s been shared, so that you can apply it to your own outreach
  • Details on a new closed deal, and insights on the email activity that got the deal done

 

Custom Updates in Sales Beat

Share UpdatesThe most exciting part about Sales Beat is the part where you can share custom updates with your sales team. We’ve seen a ton of creative uses for it so far, they include:

  • A manager gives relevant coaching to her reps based on current sales challenges of the week
  • A rep shares how a certain deal came together and the best practices employed to win it
  • The marketing team shares a new case study for a target vertical
  • A sales rep shares a customer testimonial or talk track that worked really well on a call
  • A sales enablement team member provides tactical weekly tips and tricks to the sales team on how to better personalize their communications

We’ve learned that collaborative sales teams are successful sales teams, and now with Sales Beat you can take collaboration and sharing across your team to a whole new level.

Our mission is simple: we’re here to build software to empower salespeople. Sales Beat is the next step in this larger vision to achieve just that. And we will keep forging ahead.

Introducing Tout Connect – An API That Brings Tout Features Into the Tools You’re Already Using

Last November, we announced our Jarvis initiative. In our quest to bring the most complete and integrated sales platform, today we are bringing you the next installment of Jarvis: Tout Connect.

The idea is simple. In order to make the best sales platform on planet earth, we know we need to be able to bring Tout’s goodness to any tool that a salesperson uses. So today, we’re announcing our API offering which allows any CRM provider to integrate with ToutApp in a matter of 2 weeks and start to natively offer our platform’s key features instantaneously: Templates, Tracking & Analytics.

We know that sales is a very personal process. It’s not just about getting contacts and buying lists, but it’s about reaching out with the right information and bringing real tangible value to prospects. To do that, the salesperson needs to know what’s happening with their prospects – if they’re engaged, if they’re reading and clicking.

We’re partnering with some leading platforms in the space for this launch – Bluenose, Kitedesk, Lead411, Preact and Spiderbook. These partners can now provide even more value for their customers with powerful, contextual information. And going forward, ANY platform that houses contact data can now offer Tout engagement data right within the platform.

About the Integration

Tout engagement data may look different from platform to platform, but the integration will allow you to enjoy the functionality below within a Tout Connect Partner platform:

  • Send trackable emails
  • Access and send Tout templated emails
  • View Tout tracking and event data
  • View contextual history of email conversations and engagement on each contact
  • Take action with click to call, email or view CRM
  • Push a list of contact to Tout using ‘Push To Tout’ functionality

Here’s what Tout Connect looks like in action:

How to get started:

If you’re a Tout customer and also a customer of one of these great launch partners listed above, you can get started right away – just go to the Tout Connect settings page on your account and enable the integration. That’s all it takes to get started; now you’ll have Tout tracking, templates and analytics right where you need it.

If you don’t have a ToutApp account, you can start a free trial, here.

Do you want to see Tout data in another platform that you use? Ask that provider to get in touch with us.

Release Notes: Updates to Reply Tracking

In our efforts to constantly innovate and improve our product, we’ve been heads down updating the functionality of Reply Tracking in Gmail. This feature is the most recent type of tracking in Tout’s arsenal, and one of the most useful. And today we’re happy to announce the largest improvement to Reply Tracking since it was released for Gmail users.

Here’s what we’ve improved:

  • Drastically improved how we manage and retry connections that have failed to keep you updated on replies.
  • Updates to how Tout detects a reply from your recipient
  • An edge case involving threaded emails using “RE:” in the subject line
  • An edge case involving false replies
  • We also added additional servers to handle capacity

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, here.

Announcing: The Next Generation of Sales Email Analytics

We all know that sales is a numbers game. And if you don’t have the right insights on the game, you’re at a disadvantage – compared to your competitors, your fellow reps and even your own quota. ToutApp has always had its eye on being an intelligent, all-in-one platform that takes the guesswork out of your sales process and bubbles up the right metrics exactly when you need them.

Today, we’re excited to announce a massive update to our analytics capabilities. This update is the first of many as we continue to push toward the next generation of ToutApp – complete with truly intelligent analytics that help reps make better decisions across the entire sales cycle.

The Next Generation of Sales Email Analytics


These new analytics capabilities will allow sales teams to use actionable insights at every step of their workflow, and to know the right next steps to take to drive forward and close each deal faster. You will now be able to answer key questions based on predictive analytics, all packaged beautifully in one customized central dashboard.

Identify high-and low-performing messaging at a granular level at a glance 

ToutApp Team Analytics
  • Which messaging and email templates are driving the revenue?
  • Which reps are creating the most engaging templates?
  • Which templates aren’t getting any engagement and need to be tossed?

Elevate performance across the entire team 

  • Which rep is driving the most engaging conversations?
  • Which accounts are reps having the most touches with?
  • Which reps need more support from management to elevate their performance to star status?

Uncover messaging patterns with key metrics in one central dashboard 

  • How productive is my team? How are we doing compared to last month?
  • Are there any surprises in our click-through and reply rates?
  • How can I send of a few more emails with the best templates in one click?

Website Tracking – What better way to know who’s checking you out than website tracking? With ToutApp’s newly released website tracking analytics – you can see who, when, and where your app caught a few lingering eyes.

You’ll get insight into:

  1. The top ten domains that have visited your website.
  2. Know how prospects are getting directed to your site
  3. Filter the emails you sent to that company (via domain)

We’ve put in a significant amount of investment into the underlying data infrastructure, so that we can continue to build out these capabilities to be even more intelligent and robust. These new dashboards are just the beginning of what is yet to come!


If you and your sales team aren’t on ToutApp yet, what are you waiting for? Get Touting.

Unsubscribe Update: When Your Prospects Ain’t Got Time for That

Starting today, we’ve revamped how unsubscribes function in Tout, so you can better manage your email communication with your prospects.

So what has changed?

Block Unsubscribes

You’ll now have the ability to take unsubsribes one step further and “block” email communication. This action prevents anyone across your team from emailing that person using Tout.

 

Unsubscribe Management

When a recipient unsubscribes from a link in a Touted email, they’ll automatically be removed from all groups they belong to in the Relationships page and all scheduled emails to that recipient will fail.

If you’re not using unsubscribe links in your email and a prospect asks to not be emailed again – you can quickly unsubscribe them from the contact details view in ToutApp.com.

 

 

And, you can now bulk-unsubscribe recipients from the Emails page and from the Relationships page.

 

 

Visibility

Along with tighter unsubscribe parameters, you’ll now have better visibility into who unsubscribed from your emails and when – right from the relationships page.

 

 

What stayed the same?

As the saying goes, “some things never change.” Here’s what hasn’t changed with email unsubscribes.

Salesforce Sync

Any lead or contact that has clicked on an unsubscribe link in a Touted email will automatically be marked as Opt-Out in Salesforce. Additionally, if you are using Push to Tout in Salesforce any lead or contact that is marked as Opt-Out will not be created in your new Tout group.

 

Basic Functionality

All recipients that have unsubscribed from a Touted email will be placed in the Unsubscribe group in the relationships page in ToutApp.com and any emails scheduled to someone who has decided to unsubscribe will not go out.

 

 

Don’t worry – all of your current unsubscribe links in your templates and email signature don’t need to be redone – and the way you those links are created in Tout haven’t changed either. If you run into any trouble or have additional questions, please let us know!

Sales Acceleration Dashboard Recap

What:

The Sales Acceleration Dashboard is one report that lets Sales Teams know what content is working!

Why:

Did you know that 83% of the data in your CRM systems are unmanageable? It can be hard to visually see individual rep performance, template/content performance, and your trending accounts. With the Sales Acceleration Dashboard, it’s the first time you’ll have a report that gives you visibility into what emails are actually working, and more specifically, what content. Such as:

  • # of Emails with Events
    Tracking performance of reps email activity to drive performance
  • Click Through Rate
    Measuring the reps ability to source top content
  • Open Rate
    Measuring the number of opens and contrasting against the click through rate (CTR)
  • # of Events by Template
    Serves Marketing and Sales leadership, as top templates can be tracked
  • Opportunities with Events
    Exposes the real pipeline expected to close this month
  • Trending Accounts – Events
    The hot accounts for this week by engagement data

For Who:

For Sales Managers, Sales Directors, Sales Operations, Director of Marketing, or VP of Sales that want visibility into their teams, or anyone interested in measuring content performance.

Live Tweets from the Webinar (that you should tweet yourself):

 

“1% of calls today yield a real conversion. The concept of a cold call needs to change. @toutapp helps you do that.” (Click to Tweet)
“We’re solving that question that every chief sales officer is asking, What content is working and how do we get more of it?” (Click to Tweet)
“ToutApp gives you one platform, one service, not just a plug in. With the Sales Acceleration Dashboard we make sure you get the data you need.” (Click to Tweet)
“You can compare and contrast who’s killing it in terms of content, and then use that data to spread to the rest of the team. ” @toutapp (Click to Tweet)
“You can go back to #marketing and say, ‘Look, we’re using your content but this is how it’s actually performing’ and start a conversation.” (Click to Tweet)
“The # of emails sent means nothing. Connect rates and engagement data is what matters.” (Click to Tweet)

 

“For every 100 emails you send, you’ll get 2.5 meetings. For #Salesleaders this is exactly why you need to use engagement data.” @toutapp (Click to Tweet)

 

“Most of the CRM platforms are just places to log activity. That’s great but that’s not enough” #salesaccelerationdashboard (Click to Tweet)

Sign up to get the Sales Acceleration Dashboard here!