Effective Selling - Emailing Sales Quotes

You've configured a perfect Quote/Opportunity in Salesforce and it's approved for delivery. Congratulations! So what is the next step?

Sending a quote as an email attachment is a common practice, but raises many questions.

• Was the quote received?
• Did it end up in a spam folder?
• Did they click on the call-to-action for more details?
• How many times did they view the quote?
• Does the buyer have enough information to make a purchasing decision?

Using Salesforce email templates with iDialogue extensions offers a better solution for quote delivery.

• Email open and click activity event notifications
• Inline quote line items
• Inline attachments with links to securely hosted documents
• Call-to-action buttons
• Mobile friendly email layouts
• SPAM-free templates

The ROI is tangible and very real:

• Faster time to close (sometimes within 2 hours of receipt!)
• Higher customer satisfaction
• Fewer back-and-forth quoting emails
• More reportable Quote KPIs and metrics

Learn more at iDialogue Documentation - Email Overview