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Using Touchpoints

Touchpoints is a prospecting tool that sets up multi-touch campaigns, right from your inbox, and organizes campaign tasks that require your attention into an inbox sidebar, bubbling them up when it’s time for you to take action. Unlike sales development tools that require reps to switch between platforms and disrupt your team’s workflow, Touchpoints works with Gmail and Salesforce.com to create personalized, multi-channel campaign sequences, quickly transforming sales development teams into focused and hyper-productive revenue machines.

If you typically string together a series of emails and phone calls for each person on your list, Touchpoints can help you manage that list of follow-ups so nobody slips through the cracks.

touchpoints-launchpad

Touchpoints will be available to Gmail or Google Business Apps users on our Enterprise and Prescriptive Analytics plans by October 4th. Once Touchpoints is available on our account, you’ll see the Touchpoints icon at the top of your Google inbox.

Creating and Adding Prospects to Campaigns

Campaigns can be customized by channel, touch frequency, and degree of automation. For example, you might set up a campaign that involves call, social, and automated email touches, with each touch spaced 2 days apart. (Touchpoints is an evolution of Mail Merge in that it adds other channels like calls to your campaign capability.)

touchpoints-campaign-setup

By launching Touchpoints at the top of your inbox, you can view your existing Campaigns and create a new Campaign.

When creating a new Campaign, you can set up an unlimited number of touches.  These touches can be for a manual email, a call, an automated email, or a custom task (such as sending a tweet or a Facebook message).

touchpoints_type-of-touches

Reps or managers can add users to their campaigns directly from within Salesforce.com using the “Add to Campaign” button.

add-to-campaign

You can then choose a campaign to add the prospects to by clicking Use Campaign.

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From there, you’ll have the option to edit the content for each touch or preview & customize for each recipient.

touchpoints_preview-and-customize

Please note that while you can edit the content of an already existing Campaign (e.g. email subjects/bodies and call talking points), and you can add and remove people from a Campaign, you can’t edit the number and type of touches in an already existing Campaign.

In order to remove a prospect from a Campaign, select the Manage People option on the Campaign overview page.

touchpoints_manage-people

Once your campaign is active, a real-time to-do list shows you tasks that need action.

touchpoints-sidebar-gmail

Using Yesware’s Todo List

The todo list is available on the Salesforce sidebar in your Google inbox.  To access Touchpoints, click on the down arrow next to “Salesforce” and select “Touchpoints”.

touchpoints_sidebar_1

By default, Touchpoints will show prospects in the order they are retrieved based on date the prospect was created. You’ll also be able to see the total number of tasks listed at the top of the Touchpoints todo list.

With the exception of an automated email, you’ll be able to take certain actions on the Todo card:

  • Action: Takes the appropriate action such as launching an email, a call, or completing a custom task.
  • Snooze: Lets you save the task for later, removing it from the list until the appropriate time.
  • Dismiss: Skips this step for this prospect and moves the prospect to the next activity in the Campaign.
  • Remove: Removes this prospect from the campaign.

Reporting and Performance Metrics

Bidirectional Salesforce sync pulls your contacts into campaigns and engagement into sidebar tasts. It also pushes back activities like emails, calls, replies, and meetings.

You can also view the performance metrics of each Campaign.

touchpoints-campaigns

By clicking into a specific Campaign, you can see a list of all prospects on a campaign and their status.

touchpoints-reporting

Additional note for team leaders on our Enterprise plan: As a part of this initiative to strengthen our Enterprise plan, you will now have access to our Activity vs. Engagement Report (which will be located at app.yesware.com by October 4th).

For more information regarding Touchpoints, check out our blog post and FAQ. If you have additional questions, submit a request at help.yesware.com and we’ll get right back to you.