toutapp getting started guide for sales force

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Salesforce Getting Started Guide

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Page 1: ToutApp Getting Started Guide for Sales Force

Salesforce Getting Started Guide

Page 2: ToutApp Getting Started Guide for Sales Force

Table of Contents

Overview 1

What is ToutApp? 1

What does ToutApp do? 1

How is ToutApp different from the other Email tools in AppExchange? 1

ToutApp vs. Email Marketing Services 1

ToutApp vs. Marketing Automation Tools 1

About ToutApp + Salesforce 2

Installation Guide 3

Install ToutApp from AppExchange 3

Set up your ToutApp Account 5

Set up Email Tab and Buttons in Salesforce 6

Invite your Team Members into ToutApp 9

Using ToutApp in Salesforce 10

Send your first Email from Salesforce 10

Track your Emails 11

Tweak your Email Signature 12

View Reports based on your Email Activity 14

Where to Get Help 15

ToutApp, Inc.

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ToutApp, Inc.

Page 4: ToutApp Getting Started Guide for Sales Force

OverviewWhat is ToutApp?ToutApp is an email productivity tool built to help Sales, BizDev and PR professionals manage and track their day-to-day emails more effectively.

What does ToutApp do?

How is ToutApp different from the other Email tools in AppExchange?

ToutApp vs. Email Marketing ServicesEmail Marketing Services (ESPs) like Constant Contact and Vertical Response are fantastic if you have a list of 10,000 people and want to send them a marketing blast. However, when it comes to the normal emails you send to your sales prospects to close your deals, you’re just left with your plain vanilla email client.

ToutApp brings the power of email templates and tracking that ESPs offer to your daily emails.

ToutApp vs. Marketing Automation ToolsMarketing Automation Tools like Marketo and Eloqua allows marketing to nurture inbound leads with automated emails. However, when it comes to the real personal emails necessary to close deals, these tools do not work.

ToutApp brings the power of prospect lists and simple email automations to everyday emails so that Sales professionals can quickly follow up and email more sales prospects to close more deals.

ToutApp, Inc.

BenefitsFollow up with sales prospects quickly and effortlessly with powerful Email Templates.

Real-Time Insights into how prospects are interacting with your email communication.

CRM automatically updated without pains of BCCing or manually updating.

Consistent messaging and tracking across your sales organization.

FeaturesView, Click and Engagement Tracking on any Email.

Powerful Email Templating with Auto-Attachments, CC and BCC.

Stats, Templates and Emails accessible from your iPhone, Salesforce and Email Client.

Reports and Analytics based on your Prospect List and Email Conversations.

Page 5: ToutApp Getting Started Guide for Sales Force

About ToutApp + SalesforceToutApp is a cloud-based application designed to seamlessly work right from your browser regardless of which Email System or CRM your company uses.

For Salesforce users, ToutApp has built a deep integration into the platform so that users of both systems can seamlessly send emails and track analytics right from inside of Salesforce.

The rest of this guide will walk you through setting up ToutApp and Salesforce. This includes:

➡ Installing the ToutApp AppExchange package into your Salesforce organization

➡ Setting up a ToutApp account for yourself

➡ Inviting others on your team into ToutApp

➡ Sending your first Email with ToutApp

ToutApp, Inc.

Page 6: ToutApp Getting Started Guide for Sales Force

Instal lation GuideInstall ToutApp from AppExchange1. Go to the ToutApp listing on Salesforce.com’s AppExchange:

http://toutapp.com/appexchange

2. Click on “Get It Now”

3. When prompted with the Terms and Conditions, review, check the box and hit “Install” when you are ready.

4. Review the package details and click on “Continue”

ToutApp, Inc.

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5. ToutApp uses the Salesforce API to sync your Contacts data. Approve the API Access and hit “Next”

6. Set the security level to “Grant access to all users” and then click “Next”

ToutApp maintains its own security access to your data. For this particular screen, we recommend granting access to all users since it only defines access to the ToutApp button, not any of the specific ToutApp email data.

7. You’re now ready to install the package, so click on “Install”

ToutApp, Inc.

Page 8: ToutApp Getting Started Guide for Sales Force

8. Great! Now that the package is installed, the next section will walk you through on configuring your ToutApp account.

Set up your ToutApp Account1. Now, we’ll connect Salesforce to your ToutApp account. If you already have a ToutApp

account, make sure you are logged in (from another tab). If you don’t, don’t worry about it, the next step will handle setting up a new account for you.

2. Ready? click on “Configure” so that you can link Salesforce to your ToutApp account.

3. When prompted, click on “Allow” so that ToutApp can connect to your Salesforce organization.

4. If you already have a ToutApp account, you’ll now be taken into ToutApp confirming that your account has been connected. If you are a new ToutApp user, you’ll see a screen like the one below which will walk you through setting up your account:

ToutApp, Inc.

Page 9: ToutApp Getting Started Guide for Sales Force

5. Once your account is set up and connected, you can now set up the ToutApp tab and buttons in your Salesforce organization. We’ll show you how in the next section.

Set up Email Tab and Buttons in SalesforceIn this section, we’ll show you how to add the Tout Outbox tab and the “Email with Tout” button into Salesforce so that you can seamlessly use ToutApp without leaving Salesforce.

1. Inside of Salesforce, click on your Name, and then click on Setup.

ToutApp, Inc.

Page 10: ToutApp Getting Started Guide for Sales Force

2. Next, we’ll customize the layout of your “Leads” page and add the custom button called “Email with Tout” -- to do that, click on Customize, then click on Leads, and then click on Page Layouts. From there, choose the Layout that you use and click Edit.

3. Then, click on Buttons, and then drag the “Email with Tout” button into the Custom Buttons section. Once you’re done, click “Save” in the top toolbar.

ToutApp, Inc.

Page 11: ToutApp Getting Started Guide for Sales Force

4. Now that the Leads layout is done, you can do the same for the Contacts layout by following the same steps.

5. Now, we’ll go in and add the Tout Outbox tab. Click on the Plus sign to the right of your Tab area.

6. Then click on “Customize my Tabs”

ToutApp, Inc.

Page 12: ToutApp Getting Started Guide for Sales Force

7. From the list of Available Tabs, choose Tout Outbox, then click the Right arrow button so that it appears under Selected Tabs. Then, click on Save.

8. You’ll now have “Email with Tout” buttons and a “Tout Outbox” tab in Salesforce, which will allow you to seamlessly email your Contacts and Leads without having to leave Salesforce. Also, as you send these emails out, Tout will automatically update Salesforce with your Email Activity.

Invite your Team Members into ToutAppNot only does ToutApp help you supercharge your Sales/BizDev emails, it also helps you share templates and analytics with your team members and supercharge their emails as well.

Here is how you can invite your team members to use ToutApp with you:

1. Log into your ToutApp account at http://toutapp.com/pitches

2. Click on Team in the top navigation area

ToutApp, Inc.

Page 13: ToutApp Getting Started Guide for Sales Force

3. Enter the email address of each team member you’d like to invite. They will receive an email and will be able to sign up for ToutApp from there.

Using ToutApp in SalesforceSend your first Email from SalesforceIn this section, we’ll walk you through sending your first ToutApp-enabled email from Salesforce.

1. Go into a Contact or Lead that you’d like to Email

2. Click on the Email with Tout button

3. Compose your Email and then hit Send

ToutApp, Inc.

Page 14: ToutApp Getting Started Guide for Sales Force

Track your EmailsTout allows two ways for you to track the Emails you’ve sent and where they are in the process.

The first way is to use the Tout Outbox. To get to it, just click on the “Tout Outbox” tab in Salesforce.

The second way is to use the Live Email Activity Feed (TM).

Click on the Live Feed link in the top navigation of the Tout Outbox to get to it.

The Live Activity Feed shows you in Real-Time when your sales prospects view and click on your emails.

We’ve been told this is a fantastic way of knowing when to follow up with Sales Prospects. When a prospect you emailed two weeks ago finally gets around to viewing your email, it is a great time to follow up with a phone call.

ToutApp, Inc.

Page 15: ToutApp Getting Started Guide for Sales Force

Tweak your Email SignatureWe highly recommend you have a full featured email signature that includes your name, title, company and a link to your website. The more the better. It not only reduces the likelihood of your emails getting caught in Spam, it also increases the engagement around your emails.

Tout has a very easy to use Email Signature builder that lets you fill out the pertinent information. To set up your signature:

1. Log into your account at ToutApp: http://toutapp.com/pitches

2. Click on Settings from the top navigational area

3. Under Identity and Email Signatures, click Edit next to the Identity you’d like to edit. You can have multiple Identities in your Tout Account.

(continued on next page)

ToutApp, Inc.

Page 16: ToutApp Getting Started Guide for Sales Force

4. You can now just fill out the pertinent fields using our Email Signature builder, or you can uncheck the “Automatically generate an Email Signature for me” button to customize it for yourself.

Please note that although we do include a mention of Tout in your Email Signature by default, it is by no means required. You’re welcome to remove it.

ToutApp, Inc.

Page 17: ToutApp Getting Started Guide for Sales Force

View Reports based on your Email ActivityNot only does ToutApp give you tracking and analytics on individual emails, it also generates interesting insights across your team and across your templates based on the individual email data.

To view the statistics associated with the templates you are using, click on Tout Outbox, and then from the top navigation area, click on Templates. Over here, you’ll see an overview of how many times different templates has been used and which ones are performing the best.

In the near future, we plan on adding additional reports and stats derived from your email activity. If you would like to see a particular type of report, let us know: [email protected].

ToutApp, Inc.

Page 18: ToutApp Getting Started Guide for Sales Force

Where to Get HelpThis guide is meant to help you get started with ToutApp and Salesforce. The possibilities are endless in how you can supercharge your emails using ToutApp and we’re here to help you along the way.

To learn more about ToutApp or to get help, visit Tout University: http://help.toutapp.com

ToutApp, Inc.