Email Templates

Improve the Effectiveness of Email Communications

Why should salespeople have to start with a blank page when writing emails to customers and prospects? HTML email templates that sales reps can personalize are big time-savers for the sales team and also ensure that even individual communications are accurate and on-message.

Template Library

Create a library of approved email templates for all your sales team’s common types of email correspondence.

Tracking

Track the number of times the email was opened by the recipient to gauge interest and plan appropriate follow-up calls or other sales activities. Monitor the usefulness and popularity of individual templates with the “Times Used” field.


Letterheads

Insert company branding and graphics into templates as appropriate to create high-impact, professional-looking emails.

Attachments

Attach relevant materials from Salesforce’s document library to email templates so that customers and prospects always receive the most up-to-date versions of your materials.