Power up your Salesforce emails with Harmonix AI

Email has become the most common method of communication in the business world and, for sales teams, is an essential tool for connecting with potential customers, interacting with current customers and closing sales. Find out in this article how to improve sending emails from Salesforce with the Harmonix AI editor to boost your sales and marketing efforts.

Often, sales representatives have to juggle with several applications and platforms to access the information they need to write an effective email. This can lead to frustration, waste of time and opportunities.

That's why we have developed a intelligent email editor per Salesforce, designed specifically for sales teams. Our editor offers a series of features that make it easier for users to access all the information they need to write effective emails, without ever leaving the editor. This tool is not intended to replace your current Salesforce email or email provider, but to complement it with useful features that aren't integrated.

How does our email editor for Salesforce work?

With our editor, users can: quickly and easily access contextual information about a potential or current customer. This includes past activities, sent emails, calls and other relevant information that can help them write more personalized and effective emails, from Salesforce. Our magic filter feature allows users to eliminate irrelevant activities, so they can focus on the most important ones.

In addition, it provides examples of similar agreements that have already been closed, so that users can refer to them as success stories when engaging with new potential customers. This feature explores existing agreements in Salesforce and suggests the most similar ones depending on the industry, the use case and the size of the company.

It also includes templates and fragments of the playbook that users can easily access while writing their emails from Salesforce. Users can select their favorite templates or edit them as needed, and all are automatically filtered based on the potential customer they are communicating with. Fragments, or snipppets, are a very quick way to insert commonly used content into emails with just a couple of clicks.

In addition, our email editor for Salesforce offers an AI-based content suggestion tool that recommends relevant pieces of content to include in an email based on the message. This can include documents, brochures, corporate slides, infographics, sales material... All to make sure you're as relevant as possible.

Last but not least, it allows users check your calendar and schedule meetings instantly, without leaving the email editor page.

Benefits of our email editor

An email editor is a tool that allows you to create emails in a simple and efficient way. Some of its main advantages are:

1. Time savings.
   One of the main advantages of using an email editor in Salesforce is that it saves time. Instead of having to design and create emails from scratch, you can use a predefined template and customize it according to business needs to increase productivity.
   
2. Customization.
   The email editor in the CRM allows you to customize emails to fit the needs of each customer or group of customers. It is possible to change the design, colors, images and content, to make the emails more attractive and relevant to the recipients.
   
   
3. Automation.
   The email editor for Salesforce, allows you to automate the sending of emails. You can schedule shipments for certain dates and times, and you can also send emails automatically when a certain condition is met, such as when a customer makes a purchase.
   

In conclusion, our intelligent email editor is a game changer for sales teams. It saves time, provides valuable context and allows users to write more effective and personalized emails. Say goodbye to juggling multiple applications and platforms, and welcome a email editor sales-focused that unlocks the full potential of Salesforce.