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.

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!

Tout and Salesforce: Email Templates and email tracking within your CRM

With many recent user questions about this key aspect of our product, we thought we’d highlight one of our most popular plugins: Salesforce.

We built out a plugin to send trackable, HTML Salesforce emails from templates that you create. While Salesforce has its own templating feature, what Tout adds to the equation is our email tracking and analytics. We’ll also give you a central repository to send templates from. If you’re using an iPhone, Gmail, or Outlook, you’ll be able to access and use your templates across all of those services.

To reach out to a lead within Salesforce using Tout, we’ll automatically fill in all the info you need to get in touch with someone. Below is a shot of an example Salesforce template to load up for a lead. You can see all the information in red that will be filled in when you email your lead:

Now you can pull up your lead and click the “Email with Tout” button to get in touch.

Click the name of your template, and this is what pops up almost instantaneously:

This entire process takes less than 15 seconds, and it gives your lead a personalized email right from within Salesforce. Finally, we’ll log the record of that email in your lead’s Activity History so you and your team can reference it later.

If you rely heavily on Salesforce at your job and also happen to be emailing a lot, Tout can be a lifesaver. Check out our Salesforce email tracking, template, and productivity app in the AppExchange.