Communication Management

Effectively Manage Email Communications

Enable salespeople to craft professional emails and sales presentations while maintaining brand consistency using text and HTML templates. You can ensure effective communication and consistency when everyone is using predefined email design templates.

Company Branding

Insert company branding and graphics into templates as appropriate to create high-impact, professional-looking emails and maintain brand consistency throughout all business communications.

Template Library

Create a library of approved templates for all your sales team’s common email correspondence, presentations, and marketing collateral. Pre-defined templates make communication management easy and effective.


Attachments

Attach Make communication management a breeze by attaching relevant materials from Salesforce’s document library to email templates. Ensure that prospects and customers receive the most up-to-date versions of your materials.

Communication Planning

Plan follow-up communications with prospects based on the number of responses received and the level of interest shown. Monitor the usefulness and popularity of individual email templates with the “Times Used” field.