Enhancing Email With Salesforce » Week 4 » Lead Management In Salesforce

Q: For a sales development representative, what is the benefit to creating and using email templates in Salesforce?

Answers may vary, but overall, email templates are efficient. A sales development representative will want to send emails to lots of different leads. However, many of these emails will contain the same basic message. Instead of typing the same email text repeatedly, the SDR can craft a good email once, save it as a template, and then use that template every time they need to send the message to another lead (or group of leads).

Q: An SDR has asked you, the sales ops specialist, for help with a Salesforce email template. The SDR wants to send an email to multiple leads using the template, but he’d like each lead’s name to appear in the email so that it feels more personal. Which Salesforce email tool should you tell the SDR to use in order to insert the correct names into his emails?

Yes! Merge fields help the user to create templates that can be customized for each email you send.

Q: An SDR has come to you, the sales operations specialist, for help. Her manager has asked her to send out customized emails to 10 different hot leads, and then share the email template she creates with the rest of the sales team. However, she hasn’t done this before! Help the SDR by describing the steps she’ll need to take in Salesforce to fulfill her manager’s request.

First, the SDR will create an email template and insert merge fields to provide that individual customization. Next, the SDR will save the email as a public email template so that the rest of her team can access it. Finally, the SDR will use the template to send a list email to the 10 hot leads she would like to contact.