Sales Best Practices for Email Experiences

Overview

Salespeople want to take advantage of every opportunity to engage with their accounts. Terminus Email Experiences makes it easy for Sales and Marketing to stay aligned with target accounts and the message those accounts receive, whether it's across an industry, a function, to your specific top 10 accounts, or 1:1 conversations.

In this article, we'll walk through a few ways sales teams can leverage Terminus Email Experiences to make every email interaction count. 

Note: Many of these tips require coordination with your Marketing team, or whoever manages the Terminus Email Experiences platform at your organization. Please make sure to set up a regular cadence with your team to ensure a strong alignment on account strategy.

Target Exactly Who You Want to Reach

Marketing will have specific company-wide email campaigns running, but you can always use this as a personalized sales tool. Our Targeted campaign option can tailor specific and personalized messages based on the email recipient. This is a great way to dig into those high-value accounts.

Terminus email signature campaigns can also be targeted at the contact level. While you may have one message for those high-value accounts, you can also create campaigns to target specific people within those organizations. 

Use Banner Progression in an Active Deal Cycle

Email signature campaigns can support your pipeline from beginning to end! Focus on specific accounts and customize banner messaging based on the current deal stage. This data is pulled from your CRM, so Sales will need to update stages for the campaign banner to progress.

Utilize the Alternate Banner Option

Marketing controls content at a very high level, with multiple campaigns running at a time. But at the end of the day, you know who you’re targeting and what content would resonate with that recipient. Just download and utilize the Terminus Chrome Extension and plug in a personalized campaign based on what message you feel fits best, using our Alternate campaign type.

Note: The Chrome Extension is for Gmail users. For Outlook or Mac, please contact your Marketing team for the right install.

Follow Up Quickly After Someone Clicks on Your Banner

If someone clicks on one of your email banners, you can be notified in real time for timely follow-up and outreach. These notification emails will share who clicked (by email address), the campaign banner they clicked on, the click-through rate, and the time they clicked. Sales loves this feature because it provides a reason for another sales conversation.

Connect your Sales Engagement Tools

Email Experiences offers integrations with Outreach and Salesloft. By appending an Email Experiences signature and campaign to every Outreach or Salesloft email communication, you can now leverage Targeted banner ads when using sequences. This ensures that prospects are surrounded by highly relevant content, even if you aren't inside your email tool!

Relationship Scores Mean Warm Intros

If your company uses Relationships as part of its Email Experiences subscription, you can look at account and contact relationship scores, both at a company level and an individual level. This score is based on company or personal volume and frequency of communications, including email and calendar events. It is scored as poor, low, fair, medium, and high. Explore the relationships you have with customers and prospects and request warm introductions to the people you need to meet from your co-workers who know them best.