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Sales Tracking 101
    WHY and HOW
TK
Founder
About ToutApp
✓Complete Sales Communications Platform
✓Plugs into Gmail, Outlook, Salesforce and more...
✓Streamlines emails and phone calls
✓Tracks day to day emails, presentations, calls
✓Keeps CRM updated
✓Real-Time analytics
  Learn more at: http://toutapp.com
About ToutApp
Today’s Agenda

✦ What is Sales Tracking and Why should I care?
✦ How does tracking work?
✦ How does tracking help me close more deals?
✦ How do I incorporate it into my Sales Process?
Tout streamlines communications in your

           Sales Workflow

Inbound
 Leads




                              Meet
 Initial          The
                              Call           $$$
Outreach      “Follow Up”     Demo
Sales Workflow
 Inbound
  Leads




                           Meet
 Initial         The
                           Call     $$$
Outreach     “Follow Up”   Demo


                                  Nurture


Leads from
   Email
Automation
Sales Workflow
 Inbound
  Leads




                                             Meet
 Initial              The
                                             Call            $$$
Outreach          “Follow Up”                Demo


                                                           Nurture


Leads from   =   Each step in the workflow
   Email         requires one or more repetitive emails.
Automation
blog.toutapp.com
Inbound
  Leads

             Spam



 Initial     Ignores
Outreach
                                  Website
             Reads     Clicks
                                  Presentation


                       Forwards
Leads from
   Email
Automation             Replies
Inbound
  Leads

             Spam


                    U E
 Initial           L
                  C E
             Ignores
Outreach
                O N
               N O                Website

                 Z
             Reads     Clicks
                                  Presentation


                       Forwards
Leads from
   Email
Automation             Replies
Types of Tracking:
✓Read tracking
✓Click tracking
✓Presentations tracking
                                         ?
✓Reply tracking
                          Website
 Reads         Clicks
                          Presentation


               Forwards

               Replies
Inbound
  Leads

             Spam



 Initial     Ignores
Outreach
                                  Website
             Reads     Clicks
                                  Presentation


                       Forwards
Leads from
   Email
Automation             Replies
Did you
get my
email?




Tracking allows you to:
✓Get a clue!
✓Identify who is engaged
✓Follow up, Follow up...
✓Hone in your messaging
Sales Workflow
 Inbound
  Leads




                           Meet
 Initial         The
                           Call     $$$
Outreach     “Follow Up”   Demo


                                  Nurture


Leads from
   Email
Automation
View/Read Tracking

✦ Tells you when the email has been read
✦ Technology from 1980s!
✦ Uses an image in the email
✦ Completely passive (no pesky prompts)
✦ Works 90%+ of the time (read: not 100%)
Click Tracking


✦ Tells you when links are clicked
✦ Works by redirecting through tracking servers
✦ Links can be white-labelled with your domain
✦ Works 100% of the time
Presentation Tracking

✦ Allows you to attach Powerpoint and PDF
  presentations
✦ Tracks when presentations are viewed and
  downloaded
✦ Tracks engagement on your content
✦ Works 100% of the time
Website Tracking
✦ Tells you which parts of your website your leads
   and prospects are interested in.
✦ Allows you to track visits to your website that
   stem from an email
✦ Requires you to place a small Google Analytics
   type script in your website
✦ Tracks in real-time the pages that are visited
✦ Works 100% of the time
Did you
get my
email?




Tracking allows you to:
✓Get a clue!
✓Identify who is engaged
✓Follow up, Follow up...
✓Hone in your messaging
Tracking allows you to follow up
based on engagement behavior.
Tracking+Templates shows you
how well your messaging is
performing.
Tracking also allows you to
monitor trends around your
content, approach and engagement
in real-time.
Sales Tracking
               allows you to:


✦ Get a clue into your communications process
✦ Identify who is engaged
✦ Follow up, Follow up...
✦ Measure and improve your messaging
Sales Tracking
            allows you to:



✦ Focus on the most engaged people
✦ Close more deals
✦ Be more efficient
unify your sales communications
About ToutApp
✓Complete Sales Communications Platform
✓Plugs into Gmail, Outlook, Salesforce and more...
✓Streamlines emails and phone calls
✓Tracks day to day emails, presentations, calls
✓Keeps CRM updated
✓Real-Time analytics
  Learn more at: http://toutapp.com
unify your sales communications




Inbound
 Leads




                              Meet
 Initial          The
                              Call       $$$
Outreach      “Follow Up”     Demo
Questions?

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Sales Email Tracking 101

  • 1. Sales Tracking 101 WHY and HOW
  • 3. About ToutApp ✓Complete Sales Communications Platform ✓Plugs into Gmail, Outlook, Salesforce and more... ✓Streamlines emails and phone calls ✓Tracks day to day emails, presentations, calls ✓Keeps CRM updated ✓Real-Time analytics Learn more at: http://toutapp.com
  • 5. Today’s Agenda ✦ What is Sales Tracking and Why should I care? ✦ How does tracking work? ✦ How does tracking help me close more deals? ✦ How do I incorporate it into my Sales Process?
  • 6. Tout streamlines communications in your Sales Workflow Inbound Leads Meet Initial The Call $$$ Outreach “Follow Up” Demo
  • 7. Sales Workflow Inbound Leads Meet Initial The Call $$$ Outreach “Follow Up” Demo Nurture Leads from Email Automation
  • 8. Sales Workflow Inbound Leads Meet Initial The Call $$$ Outreach “Follow Up” Demo Nurture Leads from = Each step in the workflow Email requires one or more repetitive emails. Automation
  • 10. Inbound Leads Spam Initial Ignores Outreach Website Reads Clicks Presentation Forwards Leads from Email Automation Replies
  • 11. Inbound Leads Spam U E Initial L C E Ignores Outreach O N N O Website Z Reads Clicks Presentation Forwards Leads from Email Automation Replies
  • 12. Types of Tracking: ✓Read tracking ✓Click tracking ✓Presentations tracking ? ✓Reply tracking Website Reads Clicks Presentation Forwards Replies
  • 13. Inbound Leads Spam Initial Ignores Outreach Website Reads Clicks Presentation Forwards Leads from Email Automation Replies
  • 14. Did you get my email? Tracking allows you to: ✓Get a clue! ✓Identify who is engaged ✓Follow up, Follow up... ✓Hone in your messaging
  • 15. Sales Workflow Inbound Leads Meet Initial The Call $$$ Outreach “Follow Up” Demo Nurture Leads from Email Automation
  • 16. View/Read Tracking ✦ Tells you when the email has been read ✦ Technology from 1980s! ✦ Uses an image in the email ✦ Completely passive (no pesky prompts) ✦ Works 90%+ of the time (read: not 100%)
  • 17. Click Tracking ✦ Tells you when links are clicked ✦ Works by redirecting through tracking servers ✦ Links can be white-labelled with your domain ✦ Works 100% of the time
  • 18. Presentation Tracking ✦ Allows you to attach Powerpoint and PDF presentations ✦ Tracks when presentations are viewed and downloaded ✦ Tracks engagement on your content ✦ Works 100% of the time
  • 19. Website Tracking ✦ Tells you which parts of your website your leads and prospects are interested in. ✦ Allows you to track visits to your website that stem from an email ✦ Requires you to place a small Google Analytics type script in your website ✦ Tracks in real-time the pages that are visited ✦ Works 100% of the time
  • 20. Did you get my email? Tracking allows you to: ✓Get a clue! ✓Identify who is engaged ✓Follow up, Follow up... ✓Hone in your messaging
  • 21. Tracking allows you to follow up based on engagement behavior.
  • 22. Tracking+Templates shows you how well your messaging is performing.
  • 23. Tracking also allows you to monitor trends around your content, approach and engagement in real-time.
  • 24. Sales Tracking allows you to: ✦ Get a clue into your communications process ✦ Identify who is engaged ✦ Follow up, Follow up... ✦ Measure and improve your messaging
  • 25. Sales Tracking allows you to: ✦ Focus on the most engaged people ✦ Close more deals ✦ Be more efficient
  • 26. unify your sales communications
  • 27. About ToutApp ✓Complete Sales Communications Platform ✓Plugs into Gmail, Outlook, Salesforce and more... ✓Streamlines emails and phone calls ✓Tracks day to day emails, presentations, calls ✓Keeps CRM updated ✓Real-Time analytics Learn more at: http://toutapp.com
  • 28. unify your sales communications Inbound Leads Meet Initial The Call $$$ Outreach “Follow Up” Demo