Topic:

email templates

5 Important Benefits of CRM Email Integration

3 min read

In the business setting, your sales team use emails daily. One of the reasons for this is emailing is the most preferred communication channel of your customers. Email marketing is an effective tool for lead nurturing, marketing campaigns, social media campaigns, and other sales activities.

Email is still the most effective tool to universally connect with your customers, reach out to potential customers, and educate people about your products or services. About 34% of the world’s population use email platforms and the number is still bound to increase in the long run.

According to the Radicati Group, there are about 196 billion emails sent on a daily basis. Out of the 196 billion, 109 billion are business emails. That’s a lot of emails. There’s no wonder why email marketing is a vibrant and powerful way to connect with people.

Imagine, a single email holds the power in building customer experiences, improving customer relations, providing relevant customer interaction, and gathering potential customers. However, an email address can never realize its full potential without the help of other tools.

Email clients (Gmail, Outlook, etc.) might be good for a while but your customer information database is bound to grow. That is why you need tools like a CRM system to streamline the email and communication needs of your business.  

Why should there be a need for email and CRM integration? CRM tools offer plenty of advantages and benefits for your business. Here are 5 important benefits of CRM email integration.

Personalizing your Correspondence

When you integrate a CRM software and your email marketing, you can personalize and send one-to-one emails that echo with your audience. Other elements like contact status and unique interests can also be tracked on the CRM side. 

Your marketing team can also send highly targeted and related communication that feels like a personal email for them instead of a generic newsletter blast.

Personalization can go beyond your customer’s first name or company name. A CRM can harness your marketing and sales capability by segmenting your contact information database, customizing email templates, automating email sending, and a lot more.

Automated Follow-Ups

The right timing for a follow-up is the key to sales. But your sticky-note reminders to follow-up with your prospects aren’t always reliable and can be dangerous.

When you have a CRM email integration, your sales reps can create tasks and run simple email campaigns to communicate and follow-up with your prospects who aren’t quite ready to buy. 

In addition, your marketing team can also automate other processes like sending a thank you email to your prospects who download a resource or subscribe to your list. Through an automated follow-up, your teams can spend less time trying to manage their to-dos, and have plenty of time building important customer relationships.

Email Nurturing

According to KissMetrics, 96% of your prospects who visit your website for the first time aren’t ready to purchase. However, that doesn’t mean they will not be a part of your loyal customers list in the future.

With a CRM integrated into your email marketing efforts, you can provide the means to capture vital contact information from new prospects when they visit your website for the first time. 

From then, you can automatically nurture those prospects with relevant email over time, educating them about their pain-points – and how you can help with the solution you have. From that point, you’re giving your customers an avenue to empathize with your product and remember, empathy sells.

So never neglect the power of lead nurturing, it’s the key to growing and expanding your business.

Centralized and Easy Access to Communication Records

Integrating email applications like Outlook or Gmail to any CRM system, you will have access to your email clients and CRM data from both programs. This means that you will have the best of both worlds without having to switch platforms from time to time.

Thus, reducing the possibility of forming scheduling conflicts or missing any vital information, whilst also saving time by avoiding the need to switch back and forth between platforms. With this, you’re empowering your sales and marketing teams to build and create better relationships with your prospects.

Unified List of Contacts

If you have an existing wide-range of contact list in your sales email, you can merge your CRM and email-based contact lists to minimize data redundancy, have better visibility of your customers, and have a more convenient way of swiftly looking up lead email addresses.

Having a unified list of contacts allows you to further organize your campaigns and provide better customer service.

Why choose Saphyte CRM for your CRM email integration needs?  

Choosing a CRM with email integrations can be a tricky spot to take. There are plenty of platforms that are available in the market. However, you might want to consider Saphyte for your CRM needs.

Saphyte is a cloud-based CRM system that helps you streamline all of your corporate activities and integrate them into a single powerful platform. Saphyte is built with sales and marketing tools designed to improve your business’s efficiency and productivity.

The system helps you manage your customer data, conduct marketing tactics and strategies, and identify opportunities for the long haul. Saphyte is built for scalability and flexibility for your business. You can customize the CRM according to your needs. In that way, the platform can grow along with your business.

Saphyte’s email integrations include integrating your email accounts, calendars, and live chat systems into the system. This allows you to manage and track your emails and other correspondence from the CRM. You can configure your email accounts such as Outlook, Gmail, IMAP, and SMTP into your CRM mailbox.

The live chat integration is also useful integration into the CRM. This feature helps you collect and track all your leads and sales from the live chat, log all your customer contact against relevant records, and find all your chat transcripts and data in one platform.

Saphyte also has customizable multiple dashboards. The dashboard provides a real-time one-page overview of all the information you want to know regarding your client, sales, marketing, and support management. You can create multiple dashboards with different widgets and name them according to your preferences.

Lastly, Saphyte CRM is an inexpensive and non-complicated option for a customer relationship management (CRM) system.

The CRM has pay-as-you-go subscription plans and no lock-in period. Each subscription plan has a free demo and product training. No installation fees, no extra or hidden charges, and a 24/7 customer support availability.

When you integrate your emails with Saphyte you can now make sales work more seamless, strengthen your business process, and improve your sales performance effectively and efficiently. Whether you’re a small business or a medium enterprise, investing in a CRM email integration is the best option for you.

Contact us for a free demo. Or start your free trial period now.

Connect with Leads: Make Use of Your Sales Email Templates

4 min read

Marketing teams are often faced with the challenge of boosting customer engagement rates and getting high sales conversion. This even becomes more difficult when the company is still small and the team is allocated with a small budget. A small budget means fewer members of the team and not a long of things could be done. A small budget could also mean less technology to get things done fast. But recently, these have been addressed by CRM software companies. These companies often target small companies by offering efficiency– something that technology can help businesses achieve. Even with a small budget and even with a few team members, CRM software can help marketing teams reach out to potential and existing customers and encourage purchase behaviors to increase and reach the sales needed for the business to grow.

CRM software is often equipped with tools to shorten the amount of time needed to accomplish tasks. Sending an email to leads, prospects, and customers, for example, can be done using templates so marketing teams will not have to spend time drafting an e-mail for each occasion. These sales email templates can be used to connect with your leads and convert them into paying customers. But to those who are unfamiliar with the entire CRM technology, let us ask a few questions first before heading there.

Guide Points:

  1. What is CRM?
  2. What are Sales Email Templates?
  3. Example of Sales Email Templates
  4. General Email Marketing Strategy

What is CRM?

Customer Relationship Management or CRM is an approach to managing potential and existing customer relationships with the goal of improving customer retention and boosting sales. 

The aim of the CRM software is to speed up the process of converting sales leads to prospects to paying customers. This is the general CRM strategy. 

Prospects are those “leads” that expressed an interest over your product or service. Once you are able to win them over, which leads to their first purchase, they become your customers. The software is not just concerned with how quickly all of these should happen– it also increases the success of your sales conversion through the data the software gathered from y.our interactions with the customer

What are Sales Email Templates?

Sales Email Templates are pre-done, pre-crafted email prepared by CRM technologies that adjust to the customer information of the recipient to achieve a personalized impression of the message.

Most software developed for CRM purposes allow for email marketing campaigns. These campaigns aim for the target audience to be exposed to what the company does and how they can further contribute to their lives. Through email, companies can continue to engage their potential and existing customers, sending them promotional materials to encourage purchase behavior.

Example of Sales Email Templates

1. Reaching out to prospects

Hi [prospect name]

I’ll keep this short and straightforward.

As a [job title] at [company], I want to help people like you to [achieve X]. I want to specifically help your company, [prospect company], because we’ve helped a lot of companies in [X space] with [business area].

I’d like to schedule a 15-minute call to discuss your strategy for Y — what potential you see, what challenges you, and how you plan to adjust to future challenges? Your inputs will leave constructive feedback to [business area] even if you decide not to continue the conversation after our call.

Best,

[Your name]

2. Payment Success

Hi [first name]

PAYMENT SUCCESSFUL!

Thank you for your transaction. We have successfully received your payment.

Amount: {{amount}}

Workspace: {{workspace}}

Transaction date: {{transaction_date}}

Plan type: {{plan}}

Card number: {{card_type}} {{card_number}}

Card holder’s name: {{card_holder}}

Invoice Number: {{invoice_id}}

[Insert Invoice Button]

3. Resubscription Newsletter

Thank you for re-subscribing!

Dear [first name],

Your re-subscription has been confirmed. You have been added back to our newsletter list. To manage your mailing preferences, click here.

You can also follow us on Social Media.

[insert multiple social media logos and links]

4. Membership

We are excited to work with you!

Dear [first name],

We are privileged to have you on board as one of our valued clients.

We are honored to be working with a respectable client like you. We value our reputation when it comes to providing high-class digital solutions to our customers. You can set your expectations based on high standards and expect us to deliver quality results–because that is what WE DO. We will provide you with the leverage that you need when it comes to digital transformation.

Experience the digital future with [insert company]. Your investment in [insert company] is an investment to success!

5. General Inquiry

Thank you for sending your inquiry!

Dear [first name],

Thank you for sending us your inquiry.

Our team will contact you as soon as possible to answer your queries. To know more information about [insert company], you can visit our website at [insert link to website].

[insert useful link 1]

[insert useful link 2]

6. Free Trial Inquiry

Dear [first name],

Thank you for sending us your inquiry.

Our team will contact you as soon as possible to answer your queries. To know more information about our [insert product], you can visit our website.

[insert About Us link to your website]

So these are the examples of the templates that you can use with your CRM. Remember, your CRM may be able to automate the sending of these emails based on the trigger– whatever action your leads and customers did on your website or your app. This tremendously reduces the amount of time and effort needed to reach out to your potential and existing customers. This helps marketing teams a lot to redirect their focus and energy on more important things, other than the mechanical sending of emails.

Speaking of email. Do you have an email marketing strategy prepared? Check these guidelines out!

General Email Marketing Strategy

1. Craft a subject line and preview text that your target readers won’t be able to resist\

Ever read a subject line so punchy you just had to click on it and see what the email is about? The art of creating irresistible subject lines and preview texts requires a lot of creativity – and careful assessment to check whether something is working or not.

Examples of good subject lines:

Free *insert item* Alert!

*Don’t Open This E-mail!*

Hot Freebie Alert! Giveaways You Can Get This Week!

This is the Best *Insert Subject* You’ll Ever See

2. Personalize Your E-mail and Make a Segmented E-mail List

To improve your CTR, put a personal touch in your message and personalize your email. You can start off by just putting in the name of the recipient. To further personalize your email, you can even customize the CTA button according to the buyer persona of the recipient.

You can engage them according to their age, gender, job title, and other relevant information about your recipients like location and interests. For example, if the customer is still a student, get a CTA button that is relevant to a student’s needs. If a customer is a professional, say an engineer, get a CTA button that engineers would be enticed to click.

3. Include interactive content in your e-mail

Capturing the attention of your recipient within the first eight seconds is crucial. With the exposure to millions of information every day, it comes as no surprise that the average customer attention span only lasts until 8 seconds.

To get your recipients’ attention and ensure it will last, make your content interactive. Include Infographics, videos, surveys, polls, quizzes, calculators, and images so you can sustain your readers’ attention until they reach your CTA button.

Conclusion

“:::
Connecting with your leads do not have to take a massive amount of effort and resources. Use the right tools and automate these transactions while making them sound personalized. Get the best of both worlds using CRM technology.

Connect with Leads: How to do Email Marketing

3 min read

The first e-mail was sent around the 1970s. The E-mail was invented to expedite the communication process and get a word around without being bound to physical limitations. Before e-mail was invented, the flow of information was very slow and sluggish. Messages took time to be delivered and they can be costly too! Messages were very limited due to the physical constraints of paper and ink, and technology like fax, charge customers per letter.

Fast forward 50 years, e-mail is now being used as a platform for promoting products and services. It is widely used by people all over the world and is also largely contributory to the success of thousands of businesses worldwide. It gave birth to new sales and marketing techniques and has made it possible for consumers worldwide to be notified of new products and services and promotional materials as well.

This article will focus on guiding you on connecting with potential customers (otherwise known as leads) through the power of e-mail. This process of establishing long-term, profitable relationships with customers through e-mail is called e-mail marketing. And there are tools available to make it easier for you to implement your e-mail marketing plan.

So let’s break down the concepts first.

What is e-mail marketing?

E-mail marketing is the art and science of sending curated content to target readers for the purpose of establishing profitable relationships with these readers over time. This content can be crafted for brand awareness, lead generation, or even sales generation.

E-mail marketing is as simple as sending a curated email with the goal of having the recipient open the email and buy something from you. Email marketing keeps your potential and existing customers engaged––new products, promotional activities, and other things from your business to encourage purchase behavior.

Notice those spammy messages you are getting that often include “X amount % discount on X item?” Most of them are designed to entice the buyer to click on the message, check what product is on sale, and get the product delivered to them as soon as possible. Most companies can only achieve this if they can successfully convince buyers that now is the time to get this product or you will save a huge amount of money if you buy this product now. 

The greatest challenge to those behind the launch of an e-mail marketing campaign is standing out from potentially hundreds of e-mails that a target reader is getting every day. 

How do you craft an enticing subject line? 

How do you design the e-mail that makes the reader read more? 

What should be your Call to Action (CTA) so that the reader will do what you want them to do? 

These are only a few of the hundreds of really important questions and challenges that e-mail marketers have to answer and address. So how should you launch your e-mail marketing campaign? What are some of the strategies that you should follow to increase the chances of its success? 

Connect with your leads: How to launch your e-mail marketing campaign

1. SUBJECT LINE: Craft an irresistible subject line and preview text for your target market

Ever read a subject line so punchy you just had to click on it and see what the email is about? The art of creating irresistible subject lines and preview texts requires a lot of creativity – and careful assessment to check whether something is working or not.

Companies like BuzzFeed, for example, take this to heart. By writing excellent subject lines, your target readers have a higher chance of opening your email and actually reading it. This leads to higher chances of sales conversion happening, thus growing your business.

Examples of good subject lines:

Free *insert item* Alert!

*Don’t Open This E-mail!*

Hot Freebie Alert! Giveaways You Can Get This Week!

This is the Best *Insert Subject* You’ll Ever See

2.BUYER PERSONA: Segment your customers according to criteria

Just like the real world, not all customers are the same. Your target customers have varying degrees of interaction with you and they have varying preferences as well. 

Some customers would love to open an email of yours if it’s about discounts. Others may not fall for the same trap but would love to check new items that they might need. These differences are difficult to identify and monitor. And often you will need a tool for this. 

Some CRM programs are designed to track and monitor customer behavior when it comes to emails. Getting data and information regarding your potential and existing customers using CRM tools can help you craft a better marketing strategy. It becomes more responsive to real-world behavior and becomes more measurable as a result. Speaking of tools…

3. TOOLS: Use CRM tools that make it easy for you to do e-mail marketing

Customer Relationship Management or CRM is an approach to managing potential and existing customer relationships with the goal of improving customer retention and boosting sales. 

CRM software often have multiple tools that give you greater flexibility to perform the tasks needed to satisfy your customer requirements. As a centralized platform, the software can allow syncing of mobile phones, calendars, in-app reporting tools, and other tools needed for customer interaction.

This interconnection removes duplicate data and allows real-time updating of data, making data entry accurate, secure, and convenient for you. And when you got all of these tools synced together, it allows you to send the right message to your customers at the right time – creating a timely response to each of your customer’s interactions with your system.

Knowing what to do with the right tools allows you to adjust and adapt to changing customer preferences. It also allows you to keep your e-mail marketing campaign updated and working. If you launch the appropriate action towards the right customer, it only increases the chances of sales conversion happening which helps your business in the long run. Only a good, working CRM can show you real-time data about your customers so make sure to find this feature in your CRM.

4. MAKE IT EXCITING: Include Interactive Content in Your E-mail

Capturing the attention of your recipient within the first eight seconds is crucial. With the exposure to millions of information every day, it comes as no surprise that the average customer attention span only lasts until 8 seconds.

To get your recipients’ attention and ensure it will last, make your content interactive. Include Infographics, videos, surveys, polls, quizzes, calculators, and images so you can sustain your readers’ attention until they reach your CTA button.

Interactive content can break the monotone that is usually associated with e-mails. When your newsletter gives a breath of fresh air, it will surely stand out in your recipient’s inbox and may even encourage your target reader to open your e-mails in the future.

Conclusion

So that is how you connect with your leads through e-mail marketing. Remember that not all leads are the same, so you have to know who you are dealing with, who you want to deal with, how to deal with them in the easiest and most accurate way possible, and how to keep them engaged so your sales will skyrocket in no time.