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Sales Prospecting

4 Steps to Work Smarter with Easy Email Templates in Outlook 

Did you know that 40% of salespeople say that prospecting is the most challenging part of the sales process and only 24% of sales emails are opened?  (Source:

Email remains the most common method used for communicating throughout the entire sales process; prospecting, follow-up, scheduling meetings and demos, pricing, and signed paperwork. With all of this communication happening over email, many of the routine responses occur and reps find themselves spending time crafting the same messages over and over and over again. Is that a productive use of their time? Furthermore, they spend countless time not just crafting the message, but attempting to craft the right message at the right time! To learn more about crafting the right type of message, take a look at our post here on 6 things every prospecting email should have and 1 thing they should never have. 

So how do we make the routine messages easier you ask? The answer: Templates!

Creating quick part templates in Outlook is actually so super simple, you will be asking yourself why you haven't been doing this all along! We have broken it down for you in 4 easy steps!

Step 1: Open a new email in Outlook and type in the message or text you want to include in your template.

Step 2: Highlight the entire text you want to include

Step 3: Select Insert from the Outlook menu, then navigate to quick parts.

Step 4: Choose Save selection to quick parts gallery from the quick parts menu!

So Simple.

We also created the easy to follow and a quick video on how to use the templates for your customer and prospect communications.

Amy Green
Amy Green

Marketing Director at Cirrus Insight

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