Unlock the power of sales with an email editor

Email has become the most common communication method in the business world, and for sales teams, it’s an essential tool to connect with leads, engage with clients, and close deals. Discover how an editor can help you boost your sales and marketing efforts in this article. 

Sales reps often find themselves juggling multiple apps and platforms just to access the information they need to craft an effective email. This can lead to frustration, wasted time, and missed opportunities. That’s why we’ve developed a smart email editor designed specifically for sales teams.

Our email editor provides a range of features that make it easier for users to access all the information they need to write effective emails, without ever leaving the email editor. This tool is not meant to replace your current email provider, but rather complement it with useful features that are not built-in.

How our email editor works

With our smart email editor, users can quickly and easily access contextual information about a lead or customer. This includes past activities, emails, notes, calls, and other relevant information that can help them write a more personalized and effective email. Our magic filter feature allows users to eliminate irrelevant activities, so they can focus on the most important ones.

In addition, it can provide examples of similar deals that have already been closed, so users can reference them as success stories when engaging with new leads. This feature scans existing deals in Salesforce and suggests the most similar ones based on industry, use case, and company size.

It also includes playbook templates and snippets that users can easily access while writing their emails. Users can select their favorite templates or edit them as needed, and all templates are automatically filtered based on the lead they are communicating with. Snippets are a lightning-fast way to insert commonly used content into emails with just a couple of clicks.

Furthermore, our editor provides an AI-powered content suggestion tool that recommends relevant pieces of content to include in an email based on the message’s content. This can include documents, brochures, corporate slides, infographics, sales collaterals, or even battle cards, all to make sure you’re as relevant as possible.

Last but not least, it allows users to check their calendars and schedule meetings instantly, without ever leaving the editor page. 

Benefits of an editor for emails

An email editor is a tool that allows you to create emails in a simple and efficient way. Some of the main advantages include:

1. Saving time.
   An editor in your CRM, allows you to save hours of hours in your tasks. Instead of having to design and craft emails from scratch, you can use a predefined template and customize it according to the needs of your business.
   
2. Personalization.
   Our email editor makes it easy to customize messages in order to better suit the needs of each client or prospect. You can change the design, colors, images, and content so that emails are more attractive and relevant to the recipients.
   
3. Automation.
   This means that you can schedule sending for specific dates and times, and you can also automatically send emails when a certain condition is met, such as when a customer makes a purchase.

In conclusion, our smart editor is a game-changer for sales teams. It saves time, provides valuable context, and empowers users to write more effective and personalized emails. Say goodbye to juggling multiple apps and platforms, and say hello to a sales-focused email editor that unlocks your full potential.