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Set some guardrails with your team about how and when to reach out to a recipient after you have received a read-notification. Technology like email tracking can be used to improve the customer experience, but it must be used responsibly. Establish company guidelines on email tracking practices.
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We're going to review how to track an email using our product, SalesHub, which involves four easy steps. Without HubSpot Sales, my email tracking tool of choice, it typically takes me weeks to breakthrough to the right people!" By day two, after sending roughly 50 tracked emails with HubSpot Sales, I noticed that three of my emails had been opened 10+ times - a sure sign they've been forwarded between colleagues - and decided to focus my calling efforts on these accounts.Īfter a number of attempts that day - one in the morning and two in the afternoon - I had connected with two of the three prospects from whom I saw activity, and had two meetings set with Senior VPs at a top five brokerage firm and insurance company.
a 'title happy' industry where it's difficult to decipher if a VP has responsibility for a specific branch or at the corporate level.īased on the information I sourced online, I started my campaign on each account by sending emails to the five to seven individuals who looked to be a good fit for our product and had VP titles. Recently, I've been focusing my prospecting efforts on the top 25 financial services companies in the U.S.

"Email tracking has completely flipped the world of prospecting upside down for me.
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You also get to see their professional history, details about their company, their Twitter feed and other social profiles, your email history with them, and any other information that they chose to share with you. With SalesHub Email Tracking, you're provided with more than just valuable information about your contact’s engagement with your emails. It's easy to struggle with how to begin or what to say to fill in that white space. Let’s face it, writing emails can be daunting and frustrating.
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This is a rapidly evolving technology, so we’ll continue to update recommendations on this page as the field evolves. Note: We've edited sections of this piece because readers rightly pointed out that we did not previously include enough content on how to use tools that track email opens responsibly. That’s what this guide is all about: powering your inbox with email tracking to boost email efficiency and productivity.
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Now, we have software that lets us know when someone opens your emails, clicks on any links, and views any attachments.Įmail tracking gives us the power to build and maintain relationships in this exceedingly crowded, competitive inbox environment. Did our recipient receive it? Did it get lost in their inbox? Is it in their spam folder? Did they click on my links or open my attachments? In the past, it was normal to have no idea what happened after we sent an email. and wondered what happened to it? We all have. How many times have you sent an email and waited.
