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July Recap: Salesforce Improvements

This month, we’re excited to let you know about a number of improvements to our integration with Salesforce – because as we all know, “if it’s not in Salesforce, it doesn’t exist.”

Let’s take a look at what’s new:

Account Based Selling (ABS) Fields in Salesforce

While prospecting or reaching out to existing customers, you’ll now have increased visibility into the last Tout activity that took place for a specific account – we’ve added four custom fields to our package to provide you with the following data so you can execute on your Account Based Selling playbook:

  1. Tout Current Campaign – The active Sales Campaign running for a given record
  2. Tout Last Activity – The last time someone in your organization Touted an email, used Tout Phone or a task synced
  3. Tout Last Engagement – The last time someone engaged with an email or document you sent them
  4. Tout Last Replied – This is the last time someone replied to a Touted email

Here’s what these fields look like in a List View (leads):
Tout List View


More data than ever before!

We are also pumping data from Tout to Salesforce to give you insight on your entire pipeline – from Prospect to Close.

With our newest dashboard – you’ll be able to see deep dive into your sales process with 19 different reports.

Check it out:

Tout + Salesforce dash 1
Tout + Salesforce Dash 2


API Call Reduction

As part of our efforts to improve our connection between Salesforce and Tout, we’ve drastically reduced the number of API calls we use to post your data to records in Salesforce.

To see how many API calls you have in Salesforce – you can visit your Salesforce activity page in Tout here.


Use Tout Phone to call Leads and Contacts right from Salesforce

By installing the Call with Tout button on your page layouts – you can call a prospect with one click and have the call log in Salesforce.

Call with Tout in Salesforce


Add Prospects to a Sales Campaign with one click

Adding an individual or a group to a Campaign has never been easier.

With our Add to Campaign button in Salesforce – you can quickly add a Lead or Contact or even a List View of recipients to a Campaign with the click of a button.

Add to Campaign via Salesforce


Play with Tout in your Sandbox

If you don’t yet have the Tout package installed in your Salesforce instance, we now fully support installing the package in your Sandbox.

You can follow these simple steps to get setup.


Bug Fixes

In addition to all the great new features we’ve added – we’ve also been diligent about resolving issues in Salesforce.

Two of note are:

  • We resolved an issue where dynamic fields weren’t pulling in data when contacts in Salesforce had “+” or “-” in their email addresses.
  • Additionally, when using Push to Tout – we are bubbling up any issues in your system alerts (the bell icon in the nav bar) in ToutApp.com

Great – but how do I get these updates?

You can get the latest Tout Package for Salesforce (June 2016a / 2.21.0) here.

For best practices and our installation guide, you can download our Success Guide.


Visit Tout University to learn more best practices and become a ToutApp Pro!

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Release Notes: Improvements to Features and Integrations

We’ve been quite busy on the product/engineering side of things since my last update in February. We’ve given you more room in Tout, fixed bugs and improved our experience in Salesforce, Outlook AND Gmail. It’s amazing what can be accomplished with a little caffeine and some eclectic tunes (like David Bowie, Justin Bieber and Dropkick Murphys. And ok, ok, maybe just a little Kanye).

Read on to to learn about improvements.

ToutApp.com:

Powdering our nose:

  • We cleaned up the help menu to only give you what you need:
    • Tout University: The go-to site for tips, tricks and FAQs
    • Ask a Question form: Need best practices? Something seems off? Fill out this form and our happiness team will get back to you ASAP
    • Talk to Sales form: Need to add another seat to your account? Want to upgrade? Answer a few quick questions and sales will be in touch
  • New updated Favicon (the little image on the top of the browser tab) to be our current logo (helloooo 2016)
  • We added more room for activities by removing our footer across all pages in ToutApp.com
  • We removed the default dynamic fields in your email signature for first-time customers, to save some time in getting set up

Campaigns:

  • Some of you experienced throttling when your Campaign had multiple steps and the second email step was scheduled to go out at midnight. Moving forward this will not be an issue
  • Shared Campaigns are now editable by Master Admins (in addition to Team Admins). Teammates will not be able to edit a shared Campaign unless they have Admin status

Signatures and Templates:

  • Formatting(bulleted and numbered lists, text alignment etc.) were not saving on templates when the email was being sent. Now all formatting made through the text editor will show correctly when editing, as well as post-saving
  • Your email signature will now dynamically change when you toggle between identities in the Compose window in ToutApp.com
  • Any adjustment to image size in the image uploader (in either templates or in your email signature) will be saved to your desired size

Analytics:

  • You should see the Template name for your “Most Engaging Templates” in “Me” analytics instead of the subject line

CSV:

  • If you are on a plan with group limits, some of you may have experienced an issue when uploading a CSV with empty values. We now handle this case for CSV uploads.

Sales Gong:

  • Some customers were experiencing 500 errors when ringing the Sales Gong, but no more!

Integrations:

CRM:

  • Tout engagement events (view, click, reply, website visits, etc.) now consistently push to Marketo if you have the integration connected
  • With Salesforce Sync Override, new user added to a subscription should be able to connect to Salesforce via BCC or API and have their activity log
  • Non-Enterprise customers can now log their activity to Salesforce via API (if their subscription of Salesforce has that capability)
  • You can now email contacts with apostrophe’s in their email address when using the Email with Tout button in Salesforce or the blue Tout envelop (via the Chrome extension)

Gmail:

  • You can now successfully use the “Add Email to Salesforce” button in the read view of your inbox if that lead or contact exists in Salesforce

Outlook:

  • The Live Feed in Outlook is now the fully functional Live Feed that you get from ToutApp.com (woo!)
  • When you log into Tout – you should not be asked to download a login file
  • If you’re not logged in to Tout, you should see a modal to do so when you fire up Outlook
  • After logging in, you shouldn’t see any additional log in pop up
  • The Login screen no longer defaults to a blank page
  • Logging in from the Live Feed should work consistently
  • The Getting Started guide only displays when you’re getting started
  • Saving a Template from Outlook should save the Template in Toutapp.com under the category “Outlook Imports”
  • Some customers were experiencing an issue where Templates and Campaigns weren’t being displayed in the Compose Window
  • We fixed an incorrect spelling of the word “retrieve” (i before e….)
  • You can now change task priority (low, normal, high) from the Tasks List in the Live Feed
  • We fixed some styling issues in the Tasks List and Sales Beat tab in the Live Feed
  • We’re now using faster loading indicators
  • The “Give Feedback” modal now goes away after you submit said feedback
  • You can now successfully ring the Sales Gong from the Live Feed (We weren’t displaying the ‘Ring the Gong’ action button consistently)
  • You can now successfully uninstall Tout for Outlook (but why would you want to?)
  • Cleaned up Calendar performance
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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!

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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!

 

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Release Notes: Dynamic field improvements

This week, we’re happy to tell you about several improvements we’ve made to Tout – spanning from dynamic fields performance, to support for special characters.

  1. Contacts with three names, like ‘Betty Sue-Ann’ will resolve correctly when using dynamic fields
  2. Fix for company name fallback with Salesforce Contact information
  3. We now support special characters, like “+”, in email addresses
  4. Tout will now display duplicate email addresses (up to 5 emails) that are being de-duplicated during the Push to Tout process

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.

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Release Notes: Sync your Touted Emails with Salesforce API

This week, we’re happy to tell you about a new option for logging Touted emails in Salesforce. Previously, you had the option to use your Email to Salesforce BCC address to log emails – now, you also have the option to log emails to Salesforce using Salesforce’s API. This is ideal for teams who don’t have the option to choose their Email to Salesforce settings. This functionality is available for all paid ToutApp plans.

How does it work?

  1. The API will map Tout Salesforce settings directly over to your Salesforce BCC settings
  2. This configuration will mimic the Salesforce BCC and how it assigns emails to Lead and Contact records.

Using the API is easier to set up because you don’t have to configure advanced Email to Salesforce settings.

To turn it on, just complete the following steps:

  1. Go to the Salesforce Configuration page in ToutApp
  2. Choose the option to “Log email activity to Salesforce via API”

Screen Shot 2015-05-20 at 3.47.30 PM

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.

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Release Notes: Push to Tout Enhancements

This week, we’re happy to tell you about a few improvements we’ve made to Tout, outside of brand new collaboration feature, Sales Beat. You can learn more about how Sales Beat drives sales collaboration, here.

As for additional improvements, we’ve updated the following:

  1. We have identified and fixed several edge cases with our Push to Tout functionality within Salesforce (which allows you to quickly import leads and contacts from SF to Tout in just three clicks)
  2. We have also identified and fixed several edge cases with scheduled emails in Gmail

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.

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The Best Sales Training I Never Knew I Needed

In preparation for this year’s Dreamforce conference, Sales Happiness Officer, Jess Green shares her reflections and lessons learned at last year’s Dreamforce. It also happened to be her very first day at ToutApp.

There are so many different sales training methods and strategies on how to ramp a new rep. I now believe I’ve experienced the best training a sales person can have Week One on the job — manning a booth at Dreamforce, or better yet, TWO booths!

Talk about jumping out of your comfort zone to allow yourself to truly grow. I experienced this first hand! I left a fantastic company that I had been very comfortable with over the past 5 ½ years. As I’m sure every person does when they start to consider a career move, I weighed my options of being “comfortable” and successful at my current company against taking a risk that could lead to even greater financial and personal success. I made the leap. And when I did, I didn’t realize how much I would enjoy not only getting my feet wet the first week but diving in headfirst and not looking back.

My first day at ToutApp was on Friday, November 15, 2013. I figured with the presence and buzz ToutApp had for the upcoming Dreamforce conference, I knew I couldn’t pass up the experience to be a part of the team as they launched into the week.

Here are the 3 best training tips I have for your 1st week, whether it’s in an office or at this year’s Dreamforce.

1. Listen, Do, Reflect, Iterate

Take in as much as you can when listening to the team around you. This really applies to everyone, everyday. You never know when you are going to hear in an interaction that changes your perspective or is an “Ah-Ha!” moment of understanding. It could become the secret sauce of your sales process!

2. You don’t have to know everything

You JUST started, put your best foot forward, be confident, and when you don’t know an answer give yourself a break. Take note of the question, promise a follow up and here’s the big one…actually follow up!

3. Build relationships

In the end isn’t that what sales is all about? If you don’t know everything about the product get to know the people you chat with and what their challenges, goals, and focus is day to day. Once you finish ramping up you can apply your new knowledge to the conversation you had previously and I’m going to bet that relationship goes a lot farther than it would have if you just spewed feature after feature at them.

All I can say is, what a week! Remember these are not only key tips for week one but remind yourself throughout your career. Good luck to all of those who are currently in transition mode, I hope this helped :)

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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!

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User of the Week: How Client Management Teams Work with ToutApp

User of the Week: Dana Bakich

Company: Omnigon

1. What’s your company/role?

I work on the client management team at Omnigon. We’re a digital consultancy that conceptualizes, designs, develops and delivers digital solutions for sports, media and entertainment companies.

2. Why do you love ToutApp? How do you use it for your job?

  1. Easy to use interface
  2. Integration with Salesforce
  3. Analytics to gauge the success of each template

We use ToutApp’s tight integration with Salesforce to reach out to potential new leads and track that relationship.

3. Why Tout vs. other sales tools in the market?

The ability to add groups, customize templates and track the success of those templates was key.

4. What was your journey into sales?

My two passions have always been sports and non-profit work. In Florida, I started my career in non-profit working closely with sponsors and managing campaigns/events throughout the year. When I moved to New York City, I decided to focus on the sports space and was lucky to find a job working with some of the biggest brands in the business (PGA Tour, NASCAR, Fox Sports, WWE, etc.)

My role at Omnigon is split between managing accounts and creating new relationships/ opportunities. It’s great to be a part of the entire process – from the pitch to the finished product.

5. What’s one of your favorite sales tricks?

It’s simple but successful:

LinkedIn is one of my favorite resources. If you can find a way to connect with someone, there’s a greater chance to start building that relationship. You’ll want to make sure that you adjust the connecting message to something more personal. This will show you have a legitimate reason to be reaching out.

6. Favorite email you’ve ever received?

Always the ones that begin with…”We’d like to partner with Omnigon on…” :)

**Congrats to Dana + Omnigon for winning this week! We couldn’t be happier to have you on board with ToutApp. If you’re interested in being the next featured superstar, please apply here. **


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