Step-by-Step Guide to Sales Email Prompt Template

Tired of Crafting the Perfect Emails from Scratch?

Are your sales team members spending hours crafting the perfect email? Do they struggle to personalize their messages while conveying key information? Are they often stalled by writer’s block?

Salesforce has the solution you’ve been looking for!

Introducing Sales Email Prompt Templates

Sales Email Prompt Templates, part of Salesforce’s native Generative AI tool called “Prompt Builder,” are pre-designed templates that leverage AI to help you craft effective sales emails.

With the Sales Email Prompt Template, you can streamline the process of drafting personalized, context-aware emails, making your sales team more efficient and effective. These templates save time and effort while ensuring your messages are engaging and tailored to your audience. It’s like having a highly skilled copywriter on your team, 24/7!

Why Use Sales Email Prompt Templates?

In today’s fast-paced sales environment, personalized and effective communication is crucial. Salesforce’s Sales Email Prompt Templates are designed to help you quickly and easily craft compelling, targeted emails that resonate with your prospects and customers. They simplify and enhance the email creation process, ensuring consistency and effectiveness in your communication strategy.

Two Types of Sales Email Prompt Templates

Before we dive into the step-by-step guide, it’s important to understand the two types of Sales Email Prompt Templates Salesforce offers:

Standard Templates

Standard Templates are predefined and ready to use right out of the box. They’re ideal for common business scenarios and can help you get started quickly without any setup. Salesforce comes preloaded with a range of standard templates, including:

1. Introduce yourself
2. Nudge for follow-up
3. Send meeting invite
4. Reignite engagement
5. Check in
6. Review My Day

Custom Templates

If your business needs go beyond what the Standard Templates can offer, Custom Templates are your solution. They allow you to create templates from scratch, tailored to your specific requirements. This ensures that every communication is aligned with your unique business goals, brand voice, and communication style.

With Custom Templates, you have complete control over the structure, content, and tone of your emails. They’re your bespoke suit in the world of email templates—perfectly fitted to your specific needs.

Step-by-Step Guide: Creating Effective Sales Emails

Now, let’s dive into the heart of this post—the step-by-step guide. This guide is designed to be easy to follow, even if you’re new to using Salesforce’s Generative AI tools. It covers both scenarios: using Standard Templates and creating Custom Templates.

Business Use Case – Standard Template

In the first section of this guide, we’ll use the “Introduce Yourself” standard template to send an email to one of the Contacts. This will give you a clear understanding of what Standard Templates are and how to use them effectively.

Business Use Case – Custom Template

Next, we’ll explore how to configure and send an email to existing customers, inviting them to a promotional campaign for solar panels. This section demonstrates how to create and use a Custom Template tailored to your specific needs.

Take a look at the following guide to see how easy it is to build a feature like this. It won’t take more than 20-30 minutes for you to configure and test this out. This guide covers how to:

1. Sign Up & Set Up Einstein Generative AI Trial Org
2. Review Standard Sales Email Prompt Template
3. Test Standard Sales Email Prompt Template
4. Complete Pre-Work for Custom Sales Email
5. Create Custom Sales Email Prompt Template
6. Test Custom Sales Email Prompt Template

In the overall flow of Einstein Copilot & Prompt Builder, the following diagram highlights the key components that we will cover in this guide.

NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.

Tips for Success

• Keep It Conversational: Even though you’re using AI, your emails should sound human. Aim for a tone that’s professional yet personable.
• Be Specific in Your Prompts: The more specific your instructions in the prompt template, the better the output. Consider tone, length, and key points you want to include.
• Experiment with Different Prompts: Try various prompts and models to see how the Prompt Template responds.
• Leverage Merge Fields: Use merge fields to personalize emails with recipient-specific information stored in Salesforce.
• Iterate and Improve: Continuously refine your templates based on performance metrics.
• Collaborate with Your Team: Share successful templates and strategies with your colleagues. A collective approach can lead to better results across the board.

Conclusion

Salesforce’s Sales Email Prompt Templates, powered by Generative AI, are game-changers for any sales team looking to improve efficiency and effectiveness. Whether you’re using Standard Templates for quick wins or Custom Templates for more tailored communication, these tools help you connect with leads and contacts in a more personalized way.

These templates are more than just a time-saving tool—they’re a powerful ally in crafting impactful sales communications.

I encourage you to dive into the guide below and start exploring the possibilities. If you have any questions or need further guidance, feel free to reach out—I’m here to help you master these powerful tools.

Happy emailing, and may your sales pipeline always be full!

References & Useful URLs

• Salesforce help article – Create a Sales Email Prompt Template
• Salesforce help article – Sales Email Example Templates