It’s common knowledge in the tech side of the business world that Salesforce is a powerful customer relationship management (CRM) software solution. For this reason, it is one of the most popular CRMs on the market.
It has a variety of different features that help its users increase their sales, one of which, email services, we will focus on in this article. Before we get into 10 ways that Salesforce email services can help you close more deals, we will explore what email services are.
What is Email service from Salesforce?
In short, email service from Salesforce is an automated email system that handles aspects of incoming emails such as contents, attachments, and headers. This handling of incoming emails can then be used to create databases containing information such as lists of contact information found in incoming emails.
It is only available in some versions of Salesforce Classic, all Lightning Experience orgs, Enterprise, Performance, Unlimited, and Developer Editions. It is also offered in some other editions of Salesforce through AppExchange packages.
The services are written in the programming language Apex and the user must create a special email address to receive the incoming emails.
So how can this automated email system help you close more deals and increase your sales? Here we list 10 ways that Salesforce email services answer’s that question.
- Grow your contact list:
Since the email services can be used to gather the contact information received through email contents, you are able to build up a large database of contacts. This can be used for marketing campaigns where you will be able to reach a broader audience than before.
- Deal with complaints or barriers to closing deals:
If in an incoming email there is a complaint that you wish to deal with immediately before it gets out of hand, you can set up the email service so you will be notified.
- Process customer information quicker:
Data customers send that is relevant to the sale can be collected and stored. This data can be used to process closed deals much faster.
- Process closed deals quicker:
Using email services, you can have the software check if an incoming email indicates a deal is closed and carry out the necessary following actions.
- Build data on your customer base:
A business should work to serve its customers, but in order to do so it must first understand them. By analyzing incoming emails from customers, you can get a better overview of their needs.
- Be notified when a deal is close to closing:
You can write the Apex code for the email services such that you will receive a notification to let you know when an email that indicates a customer is getting ready to close a deal arrives in the inbox.
- Keep track of attachments:
Use email services to keep a record of email attachments. You can organize it so that you keep all attachments that are related to closing a deal together and all attachments showing some type of information in another database.
- Filter by subject:
The Apex code can be written so that your emails are sorted by the contents of the subject line. This can help you prioritize important emails first and close more deals.
- Tier emails by sender:
Make use of the code to prioritize certain senders over others.
One of the great aspects about Salesforce email services is that they are super customizable to your needs. You can create the code such that the services will do almost any specific tasks that you require. The code can also be revisited and modified to your businesses ever changing needs.
In wrapping up, the versatility of Salesforce’s email services extends far beyond mere communication tools. They emerge as indispensable allies in the sales journey, streamlining processes, enhancing responsiveness, and ultimately elevating the overall customer experience.
The tenfold impact, from expanding contact lists to swift complaint resolutions and personalized prioritization, signifies these services as more than just facilitators—they are strategic assets in the pursuit of successful deal closures.
The beauty lies not only in their functionality today but in their adaptability for tomorrow, ensuring your sales approach remains agile and effective as your business evolves.
-As a Salesforce Consultant, integrating these email services is akin to adding a finely tuned instrument to your symphony of sales tools, harmonizing efficiency and excellence in every deal.