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3 Salesforce Email Template Tips For Effective Sales Emails

Gabe Larsen

In this blog post, you’ll learn how to write the best sales email template that converts. Keep reading to find out more.

RELATED: Sales Email Secrets | Secrets Of Email Prospecting To Increase Open Rates

In this article:

  1. The Basics of a Compelling Email Sales Template
    1. Define Your Goal
    2. Keep It Short
    3. Personalize It
  2. Don’t Neglect the Subject Line
  3. Build Rapport with the Sales Template Opening Line
  4. The Best Sales Emails’ Body Solves Problems
  5. Close Your Sales Email By Showing Prospects the Next Step

Sales Email Template | Effective Email Tips That Bring In Customers

The Basics of a Compelling Email Sales Template

To succeed in prospecting or lead generation, you need to have an effective sales email template. Research confirms that email is not only the most preferred method of contact for any decision-maker, but it’s also the marketing technique most likely to receive a response.

It doesn’t mean all emails are excellent in attracting the right people. Many of them can falter in bringing a potential customer into the sales process.

One of the ways to improve your chances of getting a client is to follow the proven best practices in crafting your email template for sales. Use these three content tips when creating your sales email template:

  • Define your goal
  • Keep it short
  • Personalize it

Let me expound on each one below.

1. Define Your Goal

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Planning your goals for great sales email templates

Your sales email template must be specific. To do that, start with one clear goal.

This may sound too simple, but a sales team can still miss the fundamentals. The point of an email is not to include every piece of information about the company in one message.

Before writing your sales prospecting email template or any email, you need to identify your goal. Ask yourself:

  • Who are my future subscribers?
  • What does this potential customer want to hear from me?
  • How can I demonstrate the benefits for this audience?
  • What response(s) do I want this message to generate?
  • What kind of conversation do I like to have?

Make sure you know why your prospect should be talking to you. Don’t make it about you. Spell out how you can help your prospects.

  • Are you trying to get a decision-maker to respond?
  • Are you trying to figure out the right person to contact at a particular account?
  • Perhaps you are trying to demonstrate why your product is more beneficial than a competitor’s.

Another goal is you want to send an email to someone’s inbox that can pique their interest. Your goal will dictate your sales email template.

2. Keep It Short

Once you’ve identified the purpose of your sales email template, craft it strategically. It’s imperative that the content of an email warrants the effort or even the sense of urgency to open it.

The best sales emails have messages that are short and easy to consume.

Your prospects don’t have a lot of time to read them. They probably receive 20 to 100 a day.

If your email already has an excellent open rate, the best chance to increase the readership is to make it skimmable.

Open Rate Definition: This refers to the percentage of opened emails. It shows that the email didn’t bounce, and the reader was able to access it. The ideal rate can differ between industries and other factors (such as the subject line). Experts, though, believe it is somewhere between 20% and 40%.

Get right to the point. Here’s an example of an introduction:

I am writing in hopes of talking to the appropriate person who handles the marketing for your company.

Then, you can use bullet points and indents to highlight essential features, benefits, and dates. Some examples of the body of the email may be:

  • Why voicemails fail and how to fix it
  • How to use email to get your voicemails heard
  • Best practices to achieve a more live form of conversation as a result of your voicemails

Remember, no universal law of email physics requires prospects to respond or engage. Guide them through the message instead of greeting them with a wall of text.

When it comes to writing your sales email template, make formatting your friend. Get help from these little gems:

  • Indents
  • Bullets and numbers
  • Lists
  • Hyperlinks
  • Calls to action

It doesn’t mean all these features need to show up in every email. Adapt this approach to what’s most important.

This way, even if your prospects don’t read the entire email, they’ll get the main points. This technique in writing your sales email template builds a sense of trust.

It also leaves the door open for future contact.

Make the purpose of your email clear by ending with a call to action. Here are some examples:

  • “If you think there is someone else I should speak with, can you please put me in touch with the right person?”
  • “Register here.”
  • “Please let me know if you’re available to chat on [date and time].”

Pro Tips:

  • Words like “offer,” ”sale,” and “call now” might set off spam filters. Avoiding these increases your open and even click-through rates. Your email can also hit its target.
  • Test different subject lines and words to see which ones earn a better response. For example, “talk” implies less commitment than “meet.” Mix them up and split test them.

Click-Through Rate Definition: This is the ratio of clicks made on the links found in your sales email template. Like the open rate, the percentages can vary.

Either way, it’s a helpful tool to determine the success of a marketing campaign. A good ratio means the email sales team is able to elicit a response or engage their subscribers.

3. Personalize It

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Using personalized emails for a great sales template

How do you respond to an automated email when you didn’t ask for one? Do you open and delete upon recognizing what it is?

If you don’t like them, why would you expect significant results from sending them out? If it sounds like an automated message, it might as well be one.

Practice personalization in your Salesforce email templates. Add details such as where you first met the prospect or the prospect’s name. Write them in the subject lines and repeat them in the body.

Why does personalization in your sales email template work? Everyone wants to feel important.

One of the best ways to achieve this is to research the company and potential customer. Then, you can tailor the content to their needs:

  • “It was great chatting with you at [event] last weekend. I wanted to follow up.”
  • “Based on your online profile, you appear to be the appropriate person to contact.”
  • “When we last spoke, you were off to Hawaii. I wanted to check back in after your time away.”

Pro Tip: Reconsider HTML. Images can make it harder to get your email in the inbox. They also may decrease your response rate because busy decision-makers just want the information, not the distractions surrounding it.

Once you’ve got these vital content tips down, it’s time to know how exactly to apply it in the different parts of a sales email.

RELATED: The Sales Revolution: Selling More Via Personalized Sales Engagement

Don’t Neglect the Subject Line

The subject line is the first thing your prospect will see before they even open your email. Therefore, you should make sure it is as enticing as possible to them.

One way to make your subject line catch the eye of your potential customers is by using their name. It makes the email more personal and thus, more appealing to click on and see what is in it for them.

Aside from that, keeping your email subject line concise can make it more appealing for people to click through, and is even more critical for a follow-up email template.

Try asking a short question that communicates the goal of the email while still being enticing. For example:

  • Want this invite?
  • Got 10 minutes?
  • N Ideas for (a vital thing to prospect)

There are plenty of approaches you can take when it comes to your email subject line. However, you should make sure your email content can follow through to what the subject line promises.

Be clear and consistent.

Build Rapport with the Sales Template Opening Line

After the subject line, the opening line in your email copy should help you establish a connection with your clients immediately. Don’t go into the sales pitch yet.

For example, you met through relevant social media like LinkedIn or on another platform. Another point of connection might be that they were a previous client you want to send a follow-up email to.

Perhaps you might both be acquainted with the same person. If they were referred to you, mention that in the opening line to establish a connection.

The subject of your email will come soon enough. Take this time to create a mutual connection so the email will feel even more personalized.

You can also mention events where you were both in attendance. As long as you keep it short and relevant, you can successfully transition the attention of your prospect to the main body of the email.

The Best Sales Emails’ Body Solves Problems

If you’re using prospecting email templates to introduce your business to new people, make sure your email body shows how you can provide a solution to their problem.

Begin by highlighting the problem they may have in the industry. Then, segue into what you do that can help provide a solution for that problem.

Before being salespeople, you should be solution finders first. This is why research is vital to all successful email campaigns.

You can back up your claim and position it as a solution by providing relevant data. Just make sure you don’t make the email copy too long.

Basically, in the email body, you should:

  1. Highlight a fundamental problem or issue of your prospect.
  2. Express what you’re doing
  3. And how it helps your prospect…
  4. Attain a valuable result.

Close Your Sales Email By Showing Prospects the Next Step

Once you’ve gotten your potential customers to understand your worth, it’s time to show them their potential next steps. You’ve already gotten them interested, so you should strike while the iron is hot.

Since you’re only prospecting at this point, you shouldn’t immediately try and get them to avail of your product or service. Instead, this is the time to encourage your potential customer to schedule a meeting or a call with you.

Using a question in the closing line improves the chances of getting a response. Ideally, you’d want the prospect to engage with your email, thus letting you know just how sufficient your efforts have been.

A really good sales email template can be a powerful tool for any business. Thus, it’s essential to learn how to write it correctly.

These three tips can help make your copy compelling and, most of all, increase your conversion.

Of course, an email template won’t work without the right research. Therefore, make sure you do your research on the prospects to help create a sales email that gets high open rates.

We hope this guide has helped you understand more about email marketing and the strategies you can use to write a compelling email that converts.

Do you have a go-to sales email template, or do you personalize each email you send out? Share your strategies with us in the comments section below.

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Editor’s Note: This post was originally published on February 26, 2015, and has been updated for quality and relevancy.