Skip to main content
Free Agentforce workshops and AI Certifications: Learn more. Terms and conditions apply.

Salesforce Starter와 함께 비즈니스 성장시키기

하나의 앱으로 영업, 서비스, 마케팅 영역에서 고객 관계를 강화하세요.

30일 무료 평가판 시작하기
예상 시간

Use Email and Voicemail to Connect with Impact

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe the core parts of an email or voicemail.
  • Explain how to grab a prospect’s attention using email.
  • List two examples of open-ended questions.

Write Emails That Work

To write a winning email, combine all the elements you’ve learned about so far and incorporate two new pieces.

  • The subject line—Keep it short and use the word “your” to get people’s attention.
  • The call to action—Make a specific, easy to grant, open-ended request. Ask for a defined amount of time or to be referred on to the right person.

Here’s how to pull everything together and build an email that gets on average a >20% positive response rate.

Section
Goal for this
Write something like

Subject

Use the word “your.” Keep it short.

Your recent post on Twitter about using customer data.

Introduction

Say hi, and tell them you have a reason for your email.

Hi John, the reason for my email is to discuss your recent post on Twitter.

Trigger event

Explain why you are contacting the prospect now.

You mentioned that you are rolling out a new initiative to use customer data more effectively.

Attention grabber

Explain the benefit.

I thought you might like to know that we help companies like ABC Corp use the 60%–70% of unused data to establish closer relationships with their customers.

Call to action

Ask a specific, open-ended question.

When is a good time for a 15-minute conversation about effectively using customer data? If not with you, who would be a good person to talk to?

Close

Close

Thanks, 

Jeff

Business Development Rep

jeff.email@company.com

xxx-xxx-xxxx

You might have noticed that this email is short. Here’s why that’s important.

  1. You only have about 2 minutes to get someone’s interest.
  2. 65% of emails are read on mobile devices. Make it easy for your prospect to read and respond. A good rule of thumb is to make your emails less than two scrolls on your mobile device.

Leave a Stellar Voicemail

Voicemail and email are the meat and potatoes of every contact strategy. In terms of content, voicemail is almost identical to the email above. One big tip when leaving a voicemail: Share your contact information at the end. This has two main benefits.

  • The prospect will listen to the entire message to hear who it's from.
  • If you make a mistake part way through, you can hang up before leaving your contact information and call back a few days later.

With this in mind, compose your voicemail message like this.

Section
Goal for this
Say something like

Introduction

Say hi, and tell them you have a reason for your email.

Hi John, the reason for my call is to discuss your recent post on Twitter.

Trigger event

Explain why you are contacting the prospect now.

In the post, you mentioned that you are rolling out a new initiative to use customer data more effectively.

Attention grabber

Explain the benefit.

I thought you should know that we help companies like ABC corp use the 60%–70% of unused data to establish closer relationships with their customers.

Call to action

Ask a specific, open-ended question.

When is a good time for a 15-minute conversation about effectively using customer data? If not with you, who would be a good person to talk to?

Close

Leave contact information at the end.

This is Teresa with X company. My phone number is 555-555-5555 or email me at email@company.com. Again, Teresa with X company, phone number is 555-555-5555 and email is email@company.com.

Great job! You've made first contact. Next, learn how to handle your prospect's response. 
Salesforce 도움말에서 Trailhead 피드백을 공유하세요.

Trailhead에 관한 여러분의 의견에 귀 기울이겠습니다. 이제 Salesforce 도움말 사이트에서 언제든지 새로운 피드백 양식을 작성할 수 있습니다.

자세히 알아보기 의견 공유하기