Sales management: Definition, tools, and best practices for sales optimization
Want to enhance your sales management processes? Look no further than these best practices and top tools for effective sales management.
Overview:
Mail merge allows you to send personalized, tracked mass emails with just a few clicks.
Use variables from your contacts and pipelines to address your recipients by name, reference their company, or add customization to the message. There’s no Streak branding, so it looks like you sent an individual email to each recipient. Don’t worry, your secret is safe with us 😉.
Not using contacts or pipelines yet? No problem — just upload a .CSV file with your data, draft your email, and hit “send”.
Learn how to send mail merges in our new Streak University lesson.
You’ll learn how to:
- Send a mail merge two different ways: to contacts in your pipeline or by uploading a .CSV file
- Personalize your message with custom variables
- Test your message before sending it to recipients
- Incorporate pro tips and best practices
We’re adding new lessons frequently — let us know what you’d like to learn about next!
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