New in CRM: Sales Automation, Contact Merge, Deal Merge and Universal Contacts

Last month, we released new features in Project Management app. Today we are releasing new features for the CRM app: better contact management, deal management, automated deal and contact creation via ‘smart email address’.

Sales Automation via ‘Smart Email Address’

Early this year, we introduced Zapier integration. This was the first step to automatically create deals by capturing data from various sources (example: web forms).
Sales Automation via email is the next step in that direction. We understand that “Email” is the single most important (and widely used) tool for SALES related conversation.

If your organisation receives a small volume of emails each month (say a few hundred emails per month) you can easily create new deals, contacts and link them in TeamWave. As each deal has to be created manually, the data entry process takes up some time.

What if your organisation receives a large volume of emails each month? Adding deals manually and associating contacts will end up taking a LOT of time. To save time and avoid data entry we have built a sales automation feature!
Now, you’ll be able to automatically create deals, contacts and link them simply by sending email to the ‘smart address’. All you need to do is set up an email rule in the settings page (accessible to the CRM admin and account owner). You can also go one step further by setting up auto forwarding in your email provider (Gmail, Outlook mail), if you have certain email addresses (example: contact@company.com) which receive most of the emails from new prospects. Watch the video to learn more:

Contact Merge

At this time there are multiple ways of adding contacts to your TeamWave account. You can add each contact manually, bulk import contacts (.cv or .xls files) or sync with Google contacts, MailChimp contacts, etc.

With multiple options of getting contacts into the CRM app there is a high probability of getting duplicate contacts. We can help you eliminate duplicate contacts with “merge feature”. Now you can easily merge contact persons and organisations with few clicks.  After opening up the contact details page click on the ellipsis link present at the top, click on  ‘merge’, enter the duplicate contact name/email in the search box and choose the contact from the suggestion. Select the contact details which should be preserved and preview – missing fields will be filled if the data would be available in the corresponding field of the duplicate contact. Finally click on ‘merge’ to save the details and delete the duplicate.

Contact Merge

Deal Merge

As deals can be created by manual entry and bulk import (via ‘.csv’ and ‘.xls’ files), it is possible that you’ll end up with duplicate deals as well. In the deal details page click on the ellipsis link and click on ‘merge’. Enter the deal name, select the duplicate from the suggested list and choose the deal whose details will be preserved. Preview the details and click on ‘merge’. It’ll transfer all the related data (contact person, activities, emails, files, notes, followers) to the preserved deal and delete the duplicate.

Deal Merge

Universal Contacts

All contacts in your TeamWave account will be accessible to all the employees who have access to the CRM app. This will improve organisation wide data integrity and foster better collaboration. Editing contact details (name, email, phone number, custom fields, etc.) and linking/unlinking of the organisation in the contact details page can be done only by the contact owner, admins and the account owner. While employees will be able to add notes, upload files and schedule activities, they won’t be able to edit or remove activities, files and notes add by others. There is no change in mails and deals – they remain private to the salespersons.

Email Closing Lines that Get Response from Prospects

Email CTA

Sales persons go to great extent to grab the attention of prospects – personalize emails, mention references, show social proof, give freebies, etc. In order to address all of these, importance of email subject lines and opening lines have been discussed to the nth degree. While we spend considerable amount of time on fine-tuning subject lines and opening lines, we must also pay equal attention to the closing line. This is where we can leverage the build-up done in the rest of the email to leave a lasting impact and induce response from the prospects. Basically we need to plant a call-to-action at the end. This will make sure that the prospect is crystal clear about the next action he should take. We have come up with 25 compelling closing lines to drive your sales to the next stage.

Conversation initiators by catering to self-interest of the prospect:

These lines help you get the ball rolling by delivering something that would help the prospect professionally or personally. People love it when someone takes the extra step to help them out.

  1. I saw a press release by your company and came to know that you’re opening up a new office in Georgia. I can refer some of the trusted office suppliers – would you be interested?
  2. I used your mobile app and found couple of bugs. Should I send my findings?
  3. I’ve created a two minute video on B2B lead generation via Twitter. Would you like to watch?
  4. Here were couple of issues affecting your website ranking. I’ve prepared a detailed list and ways to fix them. Would you like to check them out?

Thought-provoking questions:

Though-provoking questions can etch your email in the mind of your customers. The response will give valuable insights with respect to the thought process and problem statement.

  1. How did you implement referral marketing program? Did you experiment with ‘one-way’ and ‘two-way’ referral program?
  2. Let me know if the attached deck changed the way you handled product prioritization?
  3. Could you please let me know if you’re currently focusing on reduction of ticket resolution time or development of training program?
  4. I’m curious about the results of your employee benefits program. Are you noticing better retention rate?

Educating the prospect:

You can educate the prospect by providing latest news or statistics that can impact the decision making process and bolster your solution’s position.

  1. Did you know that 51% of marketers plan to increase content marketing spending this year, but nearly 2/3 of marketers are boosting social media budgets for ad spending?
  2. Did you know that more than a third of the U.S. working population is employed at businesses with fewer than 100 employees?

Establishing a common ground:

At the beginning of the sales cycle if you find something (hobby, interest, etc.) with which the prospect would connect, then leverage that to start the conversation and make him open up. Treating someone as a specialist or thought leader and seeking their opinion can do wonders as well.

  1. I saw your LinkedIn update about the little productivity experiment you did – I’m trying that out as well. How did you come up with this?
  2. Congratulations on getting your article published on NY Times! I’m also trying to get published. How was the submission process for you?
  3. Saw your comments on small business reforms. I’m running an online campaign on the same issue. Could you please take a look and give your feedback?

Leveraging social proof:

If you have a proven track record of delivering great solutions, citing those at the end can reinforce your claims and add credibility.

  1. By the way, the mobile app that we had developed for them was showcased at TED.
  2. We were consulting that startup on their growth strategy and last year  they raised $10 million.
  3. They significantly reduced their Total Cost of Ownership by leveraging our integration partnerships.

To the point CTA:

These are the straightforward CTAs to be used after the initial stages of the sales cycle. The idea is to ask for a very specific action and provide maximum two choices –  none wants to confuse the prospect.

  1. Would it be fine with you if we go ahead with pricing discussion or should I get on a call with your compliance team?
  2. It’d be really great if you could let me know by [date] to start the legal consultation process?
  3. Just wanted to confirm that next point in the agenda is for you to [task].
  4. Looking forward to demonstrate the capabilities of our LMS solution. Would you be available on Monday at noon or Tuesday 2 p.m.?
  5. All I need from you is [action] on [task] and I’ll take care of the rest. With that said I’d like to aim for [date]. Would that be manageable on your end?

Reminders:

Sometimes we don’t hear back from the prospects. May be they are too busy to reply, forgot to reply or not interested in the offer. It’s better to jog the memory and push for the deal’s progress.

  1. A gentle reminder. Whenever you have a moment please let me know your thoughts on our proposal.
  2. I didn’t receive any update. Would you need any more information from my end to help you wrap this up?
  3. My office will send a calendar invite/reminder on [date] to resolve the queries raised on the proposal. Sounds good?
  4. I understand you are completely occupied. Could you please redirect me to someone else from your team?

When so much effort goes into writing emails to move the deal through the sales stages, using these compelling closing lines will give that extra edge to your messages.


TeamWave CRM

The Ultimate list of Email Subject Lines: 80 Formulas to Increase Email Open Rate

Email Quote by David Newman

Emails marketing is something which is used by almost any kind of business – right from freelancers, local dentists to established MNCs. With time it has become very difficult to actually get the emails read, especially when every other business, family and friends are bombarding people with emails. Now let’s just remind ourselves that whenever we send an email, the very first thing that a potential customer will see is the subject line. So the trick lies in writing a compelling a subject line to get the maximum number of audiences to open the emails. The best email subject lines have at least one of the following elements:

  • cater to the personal interest of the recipient
  • invoke curiosity
  • challenge conventional wisdom
  • provide offers/freebies
  • induce urgency
  • deliver latest news
  • show validation by other people

We’ve used the above to compile a list of 80 email subject line formulas so that you can use one of them to write a gripping subject line within seconds. Read on!

1. The “What I did” Email

  • Formula: What I did to [Result]
  • Example: What I Did to Grow My Email List to 200k  in Just 2 Weeks

2. The “Have You” Email

  • Formula: Have you [Action] [Product]?
  • Example: Have You Seen The Doormat That People Are Dying to Buy?
    Have You Tried the KeyWord Tool That Has Become a Rage Among Marketers?

3. The Discount Coupon Email

  • Formula: Use Coupon [Code] to Get [Offer]?
  • Example: Use Coupon MAYHEM to Get 40% Discount on Everything!

4. The Suggestion Seeker Email

  • Formula: Do you have any inputs on [X]
  • Example: Do you have inputs on Application of Analytics in HR Transformation?

5. The Last Chance Email

  • Formula: Last chance to get [Offer]
  • Example: Last chance to get 50% cashback on FRESH ARRIVALS

6. The Countdown Email

  • Formula: You Have Just [Number] Days/Hours Left to [x]
  • Example: You Have Just Three Days Left to Claim Your Free Ebook on Customer Onboarding

7. The Breaking news Email

  • Formula: [Breaking news] and [its effects]
  • Example: Government’s new Labour Law and its Implication on Your Company

8. The Reference Email

  • Formula: [Mutual Contact] Suggested I Connect with You to [Topic]
  • Example: Jake Suggested I Connect with You to Discuss about The Ruby Project

9. The “Buy More Save More” Email

  • Formula: [Product Name] [Offer]
  • Example: Premium WordPress Plugins! Pack of 10 at $50

10. The Urgency Email

  • Formula: [Urgent action]
  • Example: 80% Sold. You Need to Rush!
    Open Now to Save More on Ad Campaigns!

11. The “Want to” Email

  • Formula: Want to [X]
  • Example: Want to View Customer’s Interaction with Your App?

12. The List Email

  • Formula: [Number] Steps to [Problem]
  • Example: 5 Simple Steps to Squeeze the Maximum Value from Canceled Subscriptions

13. The Pre-requisite Email

  • Formula: Read This Before [X]
  • Example: Read This Before You Implement a CRM
    10 Things to Know Before Pricing Your Subscription Business

14. The Reminder Email

  • Formula: Remember – You Have [Amount] at [Retailer]!
  • Example: Remember – You Have $50 Store Credit at GamingCentral!

15. The Expiry Email

  • Formula: Your [X] will expire soon
  • Example: Your PeopleGraph Account will Expire Soon

16. The Round-up Email

  • Formula: Best of [Company Name]: [topic]
  • Example: Best of StartupJunkie: The Top 10 Posts That Make Us Proud

17. The Relationship-building Email

  • Formula: [Greeting] [First name]
    [Company] wishes you [Greeting]
  • Example: Happy Anniversary Jake – Surprise Inside
    MCentral Wishes You a Happy Birthday!

18. The Research Email

  • Formula: [Research Name]: What We Learnt from [Sample Size]
  • Example: NPS Survey: What We Learnt from 3000+ Users

19. The Casual Email

  • Formula: Hey [First Name]
  • Example:Hey Tyrion

Note: Use this when you’re sending emails on behalf of someone whom the receiver admires or considers important.

20. The Negative Trigger

  • Formula: Don’t Open This Email Unless [Result]
  • Example: Don’t Open This Email Unless You Want to Reduce Churn Rate

21. Don’t Miss Emails

  • Formula: Hey [first name]! Don’t Miss Out on These [x]
  • Example: Hey Jack! Don’t Miss Out on These Trending Topics

22. Self-association Emails

  • Formula: The [Association hook] [Outcome]
  • Example: The Broke Entrepreneur’s Guide to Employee Retention
    The Crazy Nomad’s Guide to a Luxury Travel
    The Stay-at-Home Mom’s Guide to Earn $15,000 Per Month

23. The Pricing and Product Email

  • Formula: [Budget] | [Product]
  • Example: $100K – $200K Properties | Condos and Apartments in Delaware

24. The Inquisitive Email

  • Formula: [Problem Statement]
  • Example: What Are Your Customers Saying About You on Social Media?

25. The Email that Knows the Time

  • Formula: [Timing + Occasion]
  • Example: The 10 Best Last Minute Mother’s Day Gifts
    The Best Places for a Sunday Brunch in Berlin

26. The Crisis Communication Email

  • Formula: [Issue] – Here is What We’re Doing
  • Example: GameRewardz Under DDoS Attack – Here is What We’re Doing

27. The Learnings Email

  • Formula: Learnings from [x]
  • Example: 5 Learnings from Our Recent Email A/B Tests
    What we Learnt from Outsourcing Software Development

28. The Common Mistakes Email

  • Formula: Common mistakes to avoid while [x]
  • Example: 5 Common Mistakes to Avoid while Ideating Loyalty Program

29. The “How/How to” Email

  • Formula: How [topic]
  • Example: How SalesInsta Does Content Analysis
    How to Do Sales Forecasting

30. The Hack Email

  • Formula: The Simple Hack to [Benefit]
  • Example: Two Simple Hacks to Overcome Writer’s Block

31. Experts Won’t Tell You Email

  • Formula: The One Trick that Seasoned [X] Won’t Tell You About [Problem]
  • Example: The One Trick That Seasoned Marketers Won’t Tell You About PPC Ads

32. The Step by Step Email

  • Formula: [Number] Steps to [Result]
  • Example: 5 Steps to Create a Compelling Business Pitch

33. The Follow-up Email

  • Formula: Did you get what you wanted from [touch point]?
    [Company name] follow up
  • Example: Did you Get What You Wanted from Our Website?
    Did you Get What You Wanted from Our Customer Representative?
    AppJunction follow up

34. The “Know this” Email

  • Formula: Did you know [stats/news/tip]
  • Example: Did you know that Google Has Introduced Shopping Ads in Image Search

35. The Help Email

  • Formula: Want to Help You [Problem]
  • Example: Want to Help You with Your CMS Project

36. The Proven Email

  • Formula: [Number] Proven Ways to [Problem]
  • Example: 3 Proven Ways to Handle Customer Objection

37. The Analogical Email

Formula: You’re Not Alone

Note: In the Email body draw analogy between the solution offered by you and a solution already provided by you that helped a similar company in similar situation

38. The Quick Question Email

          Formula: A Quick Question

Note: Use this to ask a question in the Email body that would require substantially less time to respond.

39. The Benefit Email

  • Formula: [Company Name + Benefit]
  • Example: 5x BakingMonk’s Current Customers

40. Remind Your Prospect Email

          Formula: Would You Reconsider the Partnership with [Your Company Name]?

Note: Use this when your prospect has gone cold and revive the memory with your proposed solution

41. The Death Email

  • Formula: The Death of [topic]
  • Example: The Death of Outdoor Advertising as We Know It

42 The Cannot Email

  • Formula: Can’t [Problem]? Check out [Solution]
  • Example: Can’t Generate Enough Leads? Check Out This Squeeze Page

43. The Newsletter Mail

  • Formula: This [Frequency] at [Company]: [Point 1], [Point 2], [Point 3] and More
  • Example: This Month at D3vX: Introduction to React, Flexbox Cheat Sheet, AMA with Terry Cassidy and More

44. The Influencer Email

  • Formula: [Influencer’s Name] [Topic]
  • Example: The One Question Richard Branson Asks While Hiring
    Unveiling Peter Thiel’s Startup Investment Strategy

45. The “Deal of the Day” Email

  • Formula: [Deal of the Day]: [Deal Name]
  • Example: Deal of the Day: Buy One Movie Ticket, Get One Free

46. The Instructional Email

  • Formula: Seriously, [Instruction]!
  • Example: Seriously, Get Started with Facebook Lead Ads!

47. The Poles Apart Email

  • Formula: [Contradiction to Conventional Perception]
  • Example: This Garage Startup is Clocking Revenue of $1m in Just 8 Months

48. The “Address the Audiences” Email

  • Formula: [Target]! [Topic]
  • Example: Campaign Managers! Here’s How to Get the Best ROI

49. The Validation Email

  • Formula: [Method] Validated by [X]
  • Example: The Memory Technique Validated by Hundreds of Students

50. The “What if” Email

  • Formula: What if [Desired Outcome]?
  • Example: What if You Could Enjoy a Luxury Holiday On a Shoestring Budget?

51. The Ditching Email

  • Formula: [Topic] that Made me ditch [Established Product/Service]
  • Example: The Three Key Features of this Communication App That Made Me Ditch Slack

52. The Surprising Email

  • Formula: [Person/Company] was Surprised by [Topic]
  • Example: Elon Musk Was Surprised by this Robotics Startup
    Google was Surprised by this New Government Rule

53. The Little Known Email

  • Formula: [Number] Little Known Ways/Facts [Action/Topic]
  • Example: 5 Little Known Ways Design Agencies Can Generate More Revenue
    3 Little Known Facts About The Competition Among Advertising Agencies

54. The Sneaky Email

  • Formula: [Number] Sneaky Tricks to [Topic]
  • Example: 5 Sneaky Tricks HRs Use to Suss Out Potential Hire’s Cultural Fit

55. The Gold Mine Email

  • Formula: [Topic] Gold Mine
  • Example: The Instagram Gold Mine

56. The Right Way Email

  • Formula: [Topic] done the right way
  • Example: Cold Calling Done the Right Way

57. The Embarrassing Email

  • Formula: This [X] from [Person/Company] About [X] is Embarrassing
  • Example: This Letter from GamezCon About EA is Embarassing

58. The Truth Email

  • Formula: The Truth Behind [Topic]
  • Example: The Truth Behind Productivity Loss

59. The Real Reason Email

  • Formula: The Real Reason [Topic]
  • Example: The Real Reason Facebook Acquired WhatsApp

60. The Fail Email

  • Formula: [Person/Company/Strategy] Failed Miserably
  • Example: These Common Productivity Boosters Failed Miserably

61. The Most Probable Email

  • Formula: Most Probably The [X] Way To [Action]
  • Example: Most Probably The Easiest Way To Get High Email Open Rate
    Most Probably The Smartest Way To Negotiate with a Client

62. The Never Knew Email

  • Formula: The [Best/Most/Worst] [X] You Never Knew
  • Example: The Most Admired Ted Speaker You Never Knew
    The 10 Things We Bet You Never Knew About Silicon Valley

63. The Problem Email

  • Formula: The Problem with [Topic]
  • Example: The Problem with Saudi Arabia’s Investment in Uber

64. The Usual Email

  • Formula: Usually This [Existing Way]. [New Way]
  • Example: Usually This Angular Course Costs $200. Today, You Get 50% OFF!

65. The Art Of Email

  • Formula: The Art Of [Topic]
  • Example: The Art of Writing Cold Email

66. The Rules Email

  • Formula: The [Percentage/Number] Rule Of [Topic]
  • Example: 5 Simple Rules for Perfecting Your Email Etiquettes
    The 30% Rule of Email Marketing

67. The Pro/Jedi/Ninja Mail

  • Formula: [Action] like a [X] Pro/Jedi/Ninja
  • Example: Generate Leads like a Sales Ninja

68. The Zero To Hero Email

  • Formula: From [Lower State] To [Higher State]
  • Example: This Immigrant Factory Worker is Now a King of Manufacturing

69. The Old Way Email

  • Formula: [Topic]: Still Handling the Old Way?
  • Example: Customer Support: Still Handling the Old Way?

70. The Fight Email

  • Formula: The Fight Against [Negative Element]
  • Example: The Fight Against Bad Designing Practices

71. The Inside Email

  • Formula: Inside: [Point of the Mail]
  • Example: Inside: 51 Findings from Our SaaS Benchmarking Survey

72. The Ultimate Email

  • Formula: [Topic] | The Ultimate Guide
  • Example: YouTube Advertising | The Ultimate Guide

73. The “No Apparent Connection” Email

  • Formula: [Topic] and [Unrelated Topic]
  • Example: Sunday Barbecue and Website Traffic

74. The “I was” Email

  • Formula: I Was [Topic]
  • Example: I Was Right: Radio Advertising is Dead
    I Was Horrified: Don’t Fall Prey to Bogus Buyers

75. The Private Invite Email

  • Formula: Private Invite to [Name]
  • Example: Private Invite to Try the New Facebook

76. The Intro Email

  • Formula: Introducing [Person 1] to [Person 2] from [Company]
  • Example: Introducing Jenny to Jack from PrestoKafe

77. The Thank You Email

  • Formula: Thank You [Topic]
  • Example: Thank You For Attending the Ad:tech Conference

78. The Exclusive/Special Mail

  • Formula: Exclusive/Special [X] for [Topic]
  • Example: A Special Gift for Your Continued Support
    Exclusive Event to Showcase Your Startup

79. The Review Email

  • Formula: Please share your experience of [past event]
  • Example: Please Share Your Experience of Working with Us

80. The Killer Email

  • Formula: [Number] Killer [Topic]
  • Example: Two Killer Sales Negotiation Tactics

These formulas should give you a fair idea of the kind of email subject lines that can improve your business. Just like every other thing in marketing keep on experimenting and tracking the success of your emails. If you are into sales, don’t miss out these 21 cold email opening lines that will make your sales leads warm.

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