Sales relationships are tough. Let’s face it. We work hard to build connections and establish these relationships. We hate it when a lead goes sour, rejects us or simply falls through the cracks.
With the New Emails Tab Tout makes it a lot easier to nurture your email relationships and follow up with the people you care about most. Not only am I able to keep track of my Active Leads, I can even create a Tout group of "Lost Leads" so that I can email them a few months from now and see if things have changed -- all with a few clicks.
Today, I'm here to tell you how you can share Tout groups and your relationships within your team.
Rediscovering the possibilities with Tout Shared Groups. Much more than just a stagnant list of contacts.
I create a series of groups for myself. These groups help me keep track of my contacts, what’s the next step in communication and make sure I am always moving forward.
Jon shared a group with me last week after the launch of our Partner Program called “Thought Leaders.” Cool, now I have the names of some the most influential leaders in the sales space.
My day is filled with distractions. I need to remember who I need to coordinate schedules with, send invites from my Gmail calendar and most importantly train to become ToutApp experts.
I’ll grab the contacts from Jon’s shared group who I am emailing to keep track of my follow up. I can easily move people in an out of “Training for Thought Leaders” to keep my group up to date.
Three new ways you can use shared groups
Improve your team’s productivity. Share target groups across departments and keep communication up to date in one place.
Pass along groups of contacts within your team. Perhaps a group of qualified leads, hot leads engaged with your proposal or maybe a group of customers that needs some extra love from support.
- Target your emails with the right messaging. Share a group of relationship who did not engage with your previous campaign to redirect follow up.
Start sharing groups today. Check the Relationships Page and start sharing.
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!
Every week or so, 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.
I'm, Shane Jones, the Senior Social Outreach Specialist over at WebpageFX, a full service Internet Marketing Firm. I oversee our Outreach team and manage online PR for our company, so I'm constantly connected to about 3 or 4 email accounts 24/7. WebpageFX offers so many unique opportunities for our clients to expand their online presence and gain exposure for their brand so we always have to be ready to go. We're constantly trying to find scalable ways to build relationships and increase engagement with web influencers.
Because of the success of our department, very much due to ToutApp, it's one of the fastest growing portions of our business.
Why do I love ToutApp? Because without it my whole department's structure would crumble! Maybe that's an exaggeration, but we would definitely have a really hard time living without it.
We represent so many different companies when doing their PR efforts, so we need to manage various email accounts. And when you are pitching to people on a mass scale, it's important to maintain consistent efforts across all of your emails. Tout's templating helps us keep it all straight, making sure we don't have to tailor every email when we find we're typically saying the same things. Templates allow us to focus on what's important. Now that we've done several product giveaway promotions, we don't need to spend too much extra time planning out our email structures and strategy.
Because of Tout's tracking and analytics, we know exactly what communications work through A/B testing different subject lines, tones, and approaches.
Finally, the greatest impact is not only ToutApp's ability to help us scale our processes up personally, but also as a team. By being able to add team members, it's so easy to share our experiences and knowledge about what's working for us, and share our email templates with other members. And we LOVE the "Feedback" section on all the templates. We can offer suggestions for improvements and really monitor whats working for each team member!
So thanks, ToutApp, because you've had a huge role in our growth, and we cannot wait for more to come from you guys!
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
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.
If you're have any questions, you can always email firstname.lastname@example.org 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.
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.