9 Best Salesforce Email Tools to Increase Speed to Lead
As CRM technologies become increasingly complex, they become increasing differentiators for sales and marketing teams. And these days, Salesforce is a leading disruptor when it comes to increasing speed to lead.
To put it simply, Salesforce is intuitive, sophisticated email marketing software with several intelligent and automated tools designed to guide users in approaching client accounts. But without a firm understanding of these nine best Salesforce email tools, your sales reps aren't harnessing the full power of Salesforce.
Relationship Tools
Relationship tools are a top category of the best Salesforce email tools because they allow users to track email visibility in real time, allowing reps to learn from their campaign strategies faster than ever before. In addition, these tools are critical in assessing which strategies are most effective in generating key business metrics, like leads and opportunities. By selecting the contacts tab on the Salesforce user dashboard, you can access several essential relationship management tools to optimize Salesforce experiences.
1. Sales History and Context
Sales reps can easily access their activity history and campaign history to track sales year to year, monitor progress toward goals, and access other powerful analytical features that allow you to understand your sales cycle better.
2. Email Tracking
Email tracking allows users to view which contacts are engaging with your emails and the specific details of those interactions. Salesforce automatically prioritizes opportunities based on these actions, directing reps toward their best opportunities.
3. Opportunities
Salesforce also allows reps to better manage the status of their opportunities under the "Opportunities" section of their Salesforce dashboard. This feature allows users to view the current stage of an opportunity, the contract amount, and the close date.
Productivity Tools
These Salesforce email tools enable users to easily view contacts, accounts, notes, and background information on contacts in ways that make for more strategic decision-making.
4. Calendar Sharing
Once you integrate Salesforce with Inbox, reps can schedule a meeting with contacts and insert available time slots directly into their email!
5. Data Insights
Reps can view real-time updates on their email campaign engagement from the Salesforce dashboard. These data insights are automatically prioritized by Salesforce, helping agents respond faster to the best potential leads.
6. Notes
Ensure personalized attention to contacts by making notes directly in Salesforce as you monitor a client journey. Never forget that it's the little things that help to seal the deal.
Sales Team Benefits
Some of the best Salesforce email tools relate directly to oversight and analysis capabilities for entire sales teams. As a result, Salesforce allows more cross-platform productivity and automation. Still, it also allows managers to quickly overview all team activities or the individual actions of certain members, ensuring that even when sales reps are working remotely, they are still receiving the guidance they need.
7. Cross-Platform Productivity
Integrating all primary communication activities, such as SMS, email, and in-app messaging, is coordinated in one place using Salesforce. Maintain a visualized overview of your opportunities to root contacts to the best path forward. Since Salesforce is cloud-based, you can access this information and work anywhere and from any device.
8. Automation Maximizes Efficiency
You can optimize your customer journeys with Flow Control options by carefully marking their progress and strategizing through automated tools. These tools allow you to fully harness the potential of all data, such as email tracking data on whether a contact previously opened an email, all of which is automatically imported to the platform once Salesforce is integrated with email.
Once an IT professional guides your organization through how to integrate Salesforce with Inbox, your teams can automatically import data for standard Salesforce objects like:
accounts
contacts
leads
solutions
campaign members
person accounts
custom objects
9. Real-Time Data Updates
Salesforce also automatically updates all data, meaning that if you've just sent an email offering calendar availability to a contact and one slot becomes unavailable, that information is automatically updated for your reference, even if you've already sent the email.
How Does Salesforce Integrate With eMail?
If you are taking the time to ask, "How does Salesforce integrate with email?" then you are already moving ahead of the game. Salesforce offers several resources that help users integrate Salesforce tools into their inboxes so that information is abundantly available for the particulars of their integration situation. But what you should understand is a more general, conceptual framework.
For starters, Salesforce email integration is available through Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions through Sales Cloud, Service Cloud, and Lightning Platform.
Integration requires a client-side and server-side setup. To successfully integrate Salesforce with email, you'll first need administrative access to Salesforce and possibly also with your email server. Therefore, it's essential to communicate effectively with your IT professional to ensure that all necessary aspects of your server configuration are done correctly and in a way that best suits your organization's needs.
Through a base integration experience, individual users can access inbox features once those users have been set up in Inbox. But with a single sign-on (SSO) set up, your sales reps gain access to Salesforce by going to the Salesforce login page, navigating to your domain, and authenticating their credentials to begin working on the integration.
