ToutApp Revamps Email Tracking and Templates for Salesforce
ToutApp's integration into Salesforce provides advanced email tracking and templates beyond what the standard CRM offers.
One of the biggest draws of our Salesforce plugin is that it lets you do all of your email outreach right from within Salesforce while ensuring your emails still get sent through your own email servers.
Once you've installed Tout from the AppExchange, Our Tout Outbox lets you see email analytics in Salesforce, and our "Email with Tout" button lets you send emails with Salesforce templates and tracking. ToutApp will also auto-BCC Salesforce on all your communications, even when you're emailing from Gmail or Outlook.
And now ToutApp for Salesforce is even more powerful, because we'll display email tracking and engagement information whenever you pull up a Lead or Contact.
So for those salespeople who live within Salesforce and can’t imagine needing to navigate away to look up email tracking information, we’ve got your back. Here's what our newest tracking info in Salesforce looks like:
For current Salesforce users, here's a video explaining how to update your Salesforce plugin to the latest version with additional tracking:
Also, if you're looking to take your sales communciations in Salesforce to the next level, here's a book we wrote with the 5 top best practices on how to make the most of Salesforce + Tout.
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ToutApp's Email Templates and Tracking coupled with Salesforce CRM makes a killer combination for your sales team. In this book, we've put together five best practices on how to make the most of your sales communications process with Salesforce and Tout: View PDF or iBook now (no pesky forms necessary) |
Give it a try and email us your feedback or comment below!
ToutApp Adds Presentation and Website Tracking to Sales Communications Platform
We've been pretty busy at ToutApp lately - have you noticed? Today we're announcing two additions to our powerful email tracking: attachment and site action tracking.
Email Attachment Tracking
For the average person in marketing or sales, email attachments are incredibly important. They provide compelling content to the recipient, they supplement what can't be said in a short business email, and they're what help sign the deal. If you know your recipients are interested in the content you're providing them with, you have a far better chance of doing business together.
Now we'll let you know when your recipient opens an attachment and is paging around the content. You'll know when they open it, what's most interesting to them, and if they come back to view it again and again (a good sign!). This new attachments platform is called Tout Connect, and we've got some great additions coming to it soon.... so stay tuned.
Here's an example of what one of our trackable attachments looks like:
Getting Started with Trackable Attachments
Tout Connect works in both on our website and in Gmail and Google Apps.
1) To attach a trackable email, go compose an email, and then click either the "Link" or "Link to File" buttons.
2) Choose your attachment and send it out. We support PDF, Word docs, and Powerpoint presentations.
3) Hit "Send" and fire up your Live Feed. You'll see your recipients as they open and page through your attachments.
Site Tracking Actions
We rolled out our Site Tracking feature a few months ago to let you know when your email recipients independently visit your website.
We rely heavily on Site Tracking internally at ToutApp to see when prospects visit our pricing, "About Us", and trial account pages. However, we quickly realized that there's more to site tracking than just browsing around pages on your website. Now Site Tracking will alert you to the key actions that your leads are taking on your website: buying a product, signing up for an account, downloading an asset, etc etc.
Cool! How do I set it up site actions?
Log into our app and head over to our Site Tracking page in the Integrations pane. Follow steps 1-4.
Site tracking requires you to have access to your website's underlying code. If you don't have access yourself, you'll need to talk to your web administrator to get started. All you'll need to do is paste in some custom Javascript on the pages and action areas you'd like to track.
If you're have any questions, you can always email team@toutapp.com for help.
We hope you get a chance to play around with the new features! As always, we'd love to hear your feedback. And if you haven't had a chance to get started with our app yet, you can start your free trial today.
How to write the best performing Sales emails
Put your brains together. That’s right. Here at ToutApp this is how we get stuff done. We use Tout to Tout Tout.
What’s our secret sauce? Team collaboration.
We want our emails to be sharp and successful. Sales emails should be casual. This is no excuse for bad grammar. Nor is catching up on emails late night. (ToutApp let’s me schedule emails to be sent later so my prospects don’t get an email from me at 2am on a Wednesday night.) Let’s give it a go to create the most successful sales template.
If I am sending out an email to 50 people, you can bet I want it to be successful. Three reasons I share templates:
1. I can get constructive feedback from my team.
2. I can keep track of my thoughts.
Template analytics let me measure views and clicks.
Template notes let me keep tabs on everything else. “Closed most of my deals when I use this template or this template works best for prospects in New York”
3. Finally, if I share my templates my team shares theirs.
Sharing templates creates conversation around best practices without having to step away from my desk. Alerts directly from the Live Feed make this easy. I’ll see in real time when someone shares a template with me or comments on a team template.
User of the Week: David Robinson’s Torrid Affair with ToutApp
I run musician services for a music-ed, tech-startup called Chromatik. I oversee outreach and customer service for the company and am constantly emailing people, telling them about our product and getting them on board. We have been building Chromatik for over a year and have had a tremendous response, including getting the American Idol band, Bruno Mars and tons of schools and institutions to use our product already!
From an outsiders perspective, one might think we have a seriously unhealthy love affair with ToutApp at Chromatik. And to be honest, the outsider might be right.
We thoroughly love ToutApp and use it daily in our office for reaching out to potential new users. I blame this torrid affair on ToutApp's email tracking and analytics, especially the Live Feed... not to mention the total integration with my browsers! Emailing has never been easier. We are able to A/B test emails and subject lines that are all tracked and neatly organized - and in return, it effectively helps us grow our company. We're looking forward to using ToutApp for a long time.
Every other week, we'll profile a different person who uses our app to improve their email productivity. If you would like to be featured in the future, you can apply here.
User of the Week: Eric Wu from Bracket Labs
I'm one of the founders of Bracket Labs. We're a Boulder, CO startup building enterprise software apps for the Salesforce AppExchange. Our apps are TaskRay and Campaign Calendar, and together they're helping thousands of sales and marketing people around the world work more productively in Salesforce.
We're a small company, so as a founder I wear a lot of different hats. One of my primary roles is sales, so I spend a lot of time talking to customers who have found our apps through the AppExchange and are looking for more information so they can make a purchase.
I love ToutApp for three big reasons:
1) It helps me do more faster! We have a set of emails we send to new leads to help them understand the apps and determine whether there's a good fit for their team.
ToutApp has allowed me to send (and schedule) my emails in a way that has reduced my time per lead by about 30%.
2) The ability to deliver nicely formatted, trackable follow-up email responses from within the Salesforce Leads tab but sent from my own email address (rather than Salesforce's mailer) is great because I don't always trust the deliverability of the Salesforce mailer.
3) The Live Feed of activity on my sent emails is awesome and gives me new insight on customer engagement with my emails. I can prioritize my follow-ups based on their activity and interest level, timely response to an engaged customer is a big part of showing them you're paying attention and you are ready to help.
Every other week, we'll profile a different person who uses our app to improve their email productivity. If you would like to be featured in the future, you can apply here.