April 2005

Work Smarter—and Faster—with Email Templates

Key Benefits

Improve productivity by templatizing your most common emails
Ensure consistent company messaging
Automatically personalize emails to grab attention
Track and monitor every response

How to get started

Browse the templates below to see how you might apply this feature
Copy and paste the sample emails into your Salesforce template gallery
Add your personal touch and click save

10 Common Uses for Email Templates

1. Sales Prospecting Emails
2. Web-to-Lead Auto Response Emails
3. Announcing New Products/Updates
4. Internal Workflow
5. News Press Releases/Articles
6. Trouble Ticket Auto Response
7. Customer Support Case Resolution
8. Quote, Order Form, P.O.
9. Feature Request Follow Up
10. Thank You for Your Business

Response to a Customer Support Inquiry with Solution Included

Hi {!Contact_FirstName},

Thanks for taking the time to join me in the {!User_Company} presentation today. We learned a great deal about your goals, and I hope you saw how our solution helps you achieve them.

Please let me know if you have any concerns or general feedback related to compatibility of your needs and our service. I would be happy to schedule a follow-up session with anyone that has additional or more involved questions.

Thanks again for your time -- As always, I am here to help with your evaluation in any way I can. I hope to see {!Account_Name} join on our community of successful customers soon.

All the best,

{!User_FullName}
{!User_Title}

{!User_Company}
{!User_Phone}

Last Attempt to Contact

Hi {!Lead_FirstName},

I have been trying to get in touch with you for an update on your evaluation of solutions. I have not had much luck, so unless I hear otherwise, I will assume you have decided not to move forward with our service.

Let me know if there is anything further I can do. If there is someone else in your organization responsible for this evaluation, please forward this email along -- or let me know and I will follow up accordingly.

Best regards,

{!User_FullName}
{!User_Title}
{!User_Company}
{!User_Phone}

Reconnect Email

Hi {!Contact_FirstName},

It has been a while since we last spoke, but I wanted to reconnect and see if your internal business situation and tools have changed in the recent past.

We have had a busy couple of months here, highlighted by a few particulars:

::
::
::

{!User_Company} is helping customers worldwide lower costs, increase efficiency, and get ahead. May I ask if you have moved forward with another industry solution? If another person would be more appropriate for this discussion, please refer me to him or her.

Thanks,

{!User_FullName}
{!User_Title}

{!User_Company}
{!User_Phone}

Check In Email

Hi {!Lead_FirstName},

Just checking in to find out where [INSERT INDUSRTY] stands on your priority list. I would like to speak with you briefly about your business needs -- let me know when you have a few minutes to talk, and I can schedule some time accordingly.

As always, please contact me with any questions you have.

Thanks,

{!User_FullName}
{!User_Title}
{!User_Company}
{!User_Phone}

Successforce.com

Email Templates