Welcome to my article about Tracking Email In Microsoft Dynamics Crm – SalesHandy Review.
SalesHandy is a cloud-based data analytics and sales enablement solution which assists little to midsize companies produce and carry out marketing strategies.
The software provides tools to figure out patterns in client behavior as well as track e-mails, modify files and evaluate sales efficiency.
The main functions of SalesHandy include email scheduling, personalized mail merge, email tracking, email campaigns, automated follow-ups, collateral management, engagement analytics and file tracking.
The software also combines all business documents in the centralized storage system.
While SalesHandy provides advantages such as file sharing and live conferences, it also collects behavioral data from mail communications to derive insights from it.
Sales professionals, marketers, HR recruiters, bloggers, real estate agents and freelancers can make use of SalesHandy.
Features of SalesHandy
Here are some notable features of SalesHandy.
The Email Tracking function of the SalesHandy software alerts you each time the email sent by you is read by the recipient.
It even lets you know about the number of times the email has been opened by the recipient. This data will, in turn, help you to track the interest level of the recipient.
This function assists you recognize the essential emails amongst hundreds of emails that you send out. It also permits muting the alerts from a particular recipient.
Features of Email Tracking:
• Email Open Notices
• Email Open Rate
• Track Email Replies
• Silence Email Alerts
• Group Email Performance Reports
• Individual Link Tracking
• Free Email Tracking Plugin for Gmail
Sending customized emails can significantly increase your email open rates, despite the e-mail service provider you use!
Prospects are much more likely to open an e-mail that’s tailor-made for them than any generic marketing email.
Like Yesware, another sales-enablement platform, SalesHandy lets you send out personalized emails via its mail merge function.
How do you do it?
• Submit a CSV file containing your recipient information, such as their names, business names, and email IDs into the Gmail or Outlook plugin.
• Use the column headings in the file as placeholders in your e-mail draft.
• SalesHandy will then automatically place this information into the placeholders for each possibility.
With this feature, you can schedule your email to be sent at some other time.
This permits you the versatility to send out the e-mails at the correct time as per your knowledge of recipient’s convenience.
If you and your recipient are in various time zones, then this feature is an excellent option to your scheduling issue. You can choose the time, date and time zone to send the e-mail.
After arranging your e-mails, you can have a summary of all the scheduled emails through the dashboard.
Auto Follow-Up Emails
Closely linked to mail merge campaigns are auto follow-up emails. They systematically come after primary emails as supplementary triggers based on the actions taken by recipients.
Basically, the system provides up to nine different auto follow-up phases. Each is drafted with its own set of trigger conditions like “Been Sent”, “Note Replied”, and “Not Opened”. Integrated, these follow-up stages function as one solid funnel for converting recipients.
The very best feature of this function is the automation process. The system responds to each action taken by a recipient based upon the particular parameters you’ve set. It deals with the heavy lifting as you concentrate on other service operations.
SalesHandy even proceeds to arrange some of the auto follow-up emails in the exact same thread with previous messages. Recipients subsequently receive them as well-coordinated replies.
Unfortunately, the system counter does not exempt such auto follow-up emails from the day-to-day threshold.
As soon as you reach the limit, the whole campaign is frozen up until the e-mail quota is restored.
However, you’re guaranteed that the majority of your e-mails will be delivered to their respective receivers. The time interval between two successive e-mails keeps them safe from spam filters.
In case some fail to make it to the other side, SalesHandy’s bounce tracking will help you identify the afflicted emails, plus the matching information.
The batch that is successfully provided is also tracked throughout the campaign, with the analytics engine generating comprehensive reports for each auto follow-up phase.
You get to know the precise actions taken by recipients, plus the affected parties.
The system also tracks links in the follow-up emails individually to generate appropriate information on the ensuing clicks. The report not only provides insights on receivers who follow the links, however likewise the number of corresponding clicks.
If you’ve attempted all this before, then you probably know that coordinating a campaign of such magnitude needs a well-structured marketing team. So, to help you handle them, SalesHandy’s reports also provide campaign results achieved by respective marketing or sales employee.
If you send any document with your e-mail, then it is excellent to understand about the information of the status of the file being read.
With this feature, you can analyze which file is performing much better and engaging with the receivers. It enables you to get a summary of the engagement level of your file with the receivers.
For sales individuals, this is a fantastic tool as it allows them to capture leads by means of document sharing. In case you wish to know more about document seeing page analytics, then you can get a comprehensive report of it.
• G Suite.
• Office 365.
SalesHandy has competitive prices options varying from complimentary to $40 per user per month, based upon specific requirements.
Go to SalesHandy.com and click Pricing to see all of their prices alternatives.
All paid plans include 24-7 top priority assistance for any product questions or issues.
The individual plan is free permanently, and all paid plans offer a 14-day totally free trial duration. So there’s no risk in taking SalesHandy for a test drive.
Here is a description of all the price plans.
|Pricing||$0||$7/user per month||$16/user per month||$30/user per month|
|Email open tracking||Unlimited||Unlimited||Unlimited||Unlimited|
|Real time desktop notifications||Unlimited||Unlimited||Unlimited||Unlimited|
|Email open history||Yes||Yes||Yes||Yes|
|Email sequence for Gmail||No||No||Yes||Yes|
|Gmail / G Suite integration||Yes||Yes||Yes||Yes|
|Outlook add-in for windows||No||Yes||Yes||Yes|
|Custom domain tracking||No||Yes||Yes||Yes|
|Email templates||Yes (up to 5)||Yes||Yes||Yes|
|Recent activity tracking||Recent 15 records||Unlimited||Unlimited||Unlimited|
|Export email analytics data||No||Yes||Yes||Yes|
|Basic mail merge (one stage)||No||Yes||Yes||Yes|
|Campaign performance report||No||Yes||Yes||Yes|
|Advanced mail merge (multiple stages)||No||No||Yes||Yes|
|Campaign sending limits||N/A||200 emails /day||1600 emails /day||5000 emails /day|
|Team activity tracking||No||Yes||Yes||Yes|
|Team email reporting||No||No||Yes||Yes|
|Centralized team billing||No||Yes||Yes||Yes|
|Copy to CRM||No||Yes||Yes||Yes|
|Zapier Webhook Integration (Salesforce, Pipedrive, Slack, etc)||No||No||Yes||Yes|
|Dedicated account manager||No||No||No||Yes|
Saleshandy is an unique product which can certainly make a huge difference in your company. It can assist you to improve your marketing strategies and effectiveness of your sales agents.
It can definitely help you in putting together emails and follow-up e-mails to reach out to a maximum number of possible leads. With functions like Email tracking and Email templates, you get the whole view of your e-mail delivery data as well as conserving time from composing the exact same email manually, over and over again.
With Email scheduling, you get the flexibility to send out the e-mails as per your dream, according to the likeliness of it being opened by the recipient.
However most importantly mail merge with auto follow-ups makes the significant impact. It makes it possible to manage follow-up emails instantly and for this reason allows you to optimize your email response rate. It offers you the choice to send several follow-up e-mails so that you can persuade and continuously remind your recipient about your offering which increases the opportunity of making sales.
With all these functions, Saleshandy is quite an useful application. If you wish to increase your service’s effectiveness and productivity, then try this. It will definitely affect your lead generation, conversions, the effectiveness of sales agents and higher profits.
Thank you for reading this post about Tracking Email In Microsoft Dynamics Crm – SalesHandy Review.