Tuesday, July 27, 2010

Quick Tip: How to Organize Your Email Templates in Outlook

Here's a quick tip for those of you that use Eloqua's plug-in for Microsoft Outlook to provide email collateral for your sales team. Make it easy for your sales reps to choose the correct template by organizing your folders by sales stage (you may also refer to this as "opportunity stage"). By grouping your messages this way, the rep can easily send the right message at the right time and then quickly move on to their next prospect.

Here's an example of how this might look: