5 Salesforce Email Templates to Increase Productivity

5 Salesforce Email Templates to Increase Productivity

Whether you’re prospecting for warm leads, following up with previous phone calls, or even providing documentation on your product’s specifications – you’re going to have to send an email. In fact, it’s likely you’ll have to send dozens of emails every day. This means you’ll have to use a lot of the same text from one message to another, but you would still need to change a few words here and there to demonstrate your relationship with the customer.

Nobody wants to get an email that’s obviously automated and impersonal, but this doesn’t mean you’re doomed to manually re-enter the same text over and over.

Wouldn’t it be better to simply be able to focus on the parts of your email that are going to make the biggest difference? That’s where email templates come in.

Why Use Email Templates

Let’s have a look at these basic email templates you can use all day, any day.

If you’re in sales or marketing, it’s an uphill struggle to create emails that actually get opened, let alone generate a sale. That’s why we’ve put together our top sales email templates to help you connect with leads and prospects along various stages of the sales funnel and ultimately close more deals. Whether you want to learn how to write a cold sales email, a follow-up email or just general sales prospecting emails, we’ve got you covered!

5 of the Best Sales Email Templates (That You Can Start Using Today)

1. Cold email template

A well-crafted personalized cold email stands out from the hundreds of generic cold emails your recipients receive each day. And there are huge chances that it will produce the results you want – a response or a meeting with the prospect.

One way to personalize emails is by looking at their website/product and finding out what’s currently wrong with their system. Once you’ve nailed the pain points, you get to be the hero and fix it.

Here’s an example of a highly personalized cold email:

“Hi [prospect name],

People like you are super busy, so I’ll keep this short.

I work with companies like [business name] to help them [insert the main benefit e.g. get more signups]. What our clients like most about this: [main selling point e.g. all leads on our platform have been qualified during the last 6 months, so the response rates are 2-3x the industry average].

I’d love to give you or a colleague a 2-minute demo. Would next Tuesday or Wednesday work for you?

Warm regards”

2. Follow-up email template

In order to close sales, you need to be serious about following up with your prospects.

Unfortunately, many sales reps struggle to send effective follow-up emails that grab their recipients’ attention without spamming their inbox.

There are a number of key components that go into sending an effective sales follow-up email and consistently generating interest and closing more deals. Let’s take a look:

“Hi [prospect name],

Thank you for taking the time to explore a potential partnership today! It felt like our product could help you solve some of the issues that you’re having within your company, especially in these areas

[Feature #1] Will allow you to [accomplish X goal]
[Feature #2]  Will help you [with Y challenges]
[Feature #3] Will mitigate [Z issue]

I’m also attaching a few resources for you to gain a better understanding of how we can help you.

I understand that now you will discuss and agree internally on the next step. Please let me know if you have any questions or if there is anyway that I can help. If not, I’ll talk to you on [date and time].


3. Materials after contact template

You’ve just hung up the phone after a productive call with your prospect. But what are your next steps? Do you log the meeting notes in your CRM and move on to the next task for the day?

A recap email after a connect, discovery, or demo call keeps the conversation at the top of your prospect’s mind and reinforces next steps. Let’s take a look at an email template you can use after your sales call:

“Hi [prospect name],

I really enjoyed our conversation earlier today and especially liked learning about your unique role. I understand you are facing challenges with [discussed issue] and the impact they’re having on you.

As promised, I have attached the resources and materials that can help you better understand how we can help you tackle these issues and create the change you are looking for.

Please let me know if you have any questions. Otherwise, I look forward to talking with you again on [date and time].


4. Opening channels again template

Salespeople shouldn’t send “just checking in” emails for one very simple reason: They don’t work. Buyers feel like the rep is virtually poking them, making them reluctant to answer. Not only do “checking in messages rarely garner responses, they can even turn prospects against their senders. But reps still need a way to get in touch with buyers who’ve gone dark.

“Hi [prospect name],

How have things been with you? Hope it’s going well on your end.

I remembered last time we spoke, you were interested in [Feature X]. We have made significant progress regarding this and the new solution is greatly appreciated by many of our clients.

I would love to share these key updates with you at your nearest convenience. Please let me know if [date and time] fits into your calendar, iuf not, feel free to suggest a better time.

Please let me know if you have any questions prior so that I can have those answers lined up.


5. Intro template

Let’s say the person you’re networking with is of value because of someone else in their network – someone you want to know. To get introduced to this valuable contact, it’s often best to go through a referral introduction via the person you just met.

“Hi [prospect name],

It’s been a while since we last spoke, I hope you’re well!

First of all, I think we should . catch up – I’d like to hear how you and your business is doing, and see if there’s maybe a chance to help you further along with what we do.

Second, I have a request which I hope you won’t turn down :). In short – out of all the people you know, who should I contact in order to find out if I could help them the same way I was able to help you?

If you could make a short intro to someone you think I could meet to explore a potential need with, then I would be really grateful! I promise to treat them well.

You can also reply “I can’t think of anyone right now”. I’m fine either way and thankful that you gave it some thought.

Warm regards”

How to Create an Email Template in Salesforce

Ready to set up some of these templates in your Salesforce account? Follow the step by step directions below. 

1. Login to Salesforce

2. Go to “My Settings”

3. Go to “Email” under Administration

4. Navigate to “Classic Email Templates”

5. Under “Create” click “New Template”

6. Choose the type of email you would like to create and click “Next”

7. Name your template, add a subject line, input the email body text

8. Save Your Email for Use!

Take Your Sales Email Template to the Next Level

So, you already know of the power of using Salesforce email templates, but wouldn’t it be more simple to have direct access to these templates from your mailbox?

Ebsta offers a unique solution that enables you to have direct access to your Salesforce templates from your Inbox, whether you’re in Gmail, Outlook, or Office 365. Not only will you be able to view useful metrics, such as opens, clicks and reply rates, but learn which type of email template works best for your team.

Missing out on all the automated fun? Sign up for a 14-day free trial and start automating your sales email strategy today!

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