Creating Email Templates for Sales Follow Up in CRM

Email Template for Sales Follow Up

One of the first things most people want to do with their CRM solution is to create email templates that sales people can quickly send to customers.  Sales follow up emails, requests for appointments and all the other types of emails that you send to customers over and over again each day.

Your CRM system can make sending them faster and easier, just one click!

The trick is to write the emails.  Most organizations get stuck trying to write and design the perfect emails.  But, you’re already sending emails multiple times a day and they’re all pretty much the same over and over again.  Start there!

Copy emails you’ve sent to customers recently and use those as your email templates in your CRM.

Here’s a video that shows you how to do it…


Once you’ve got your basic sales follow up emails created, starting sending them out via your CRM system and use the email analytics to learn which ones are really working.  What subject lines get opens?  What links get clicked?  Which emails generate the most call backs?

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