Tony Holowitz introduces a powerful tool called Shared Email Templates for Microsoft Outlook, designed by a company called Ablebits. This tool is highly recommended for Act and Microsoft Outlook users, especially those in sales or customer service. Here’s why this tool is so effective and how you can integrate it into your daily workflow.
What Are Shared Email Templates?
Shared Email Templates allow users to save emails that they use repeatedly, making follow-up tasks efficient and straightforward. Tony Holowitz particularly praises this tool for the following reasons:
- Convenience: Quickly sends emails without rewriting them.
- Affordability: The business program costs only $36 per year.
- Integration: Seamlessly integrates with Act software.
Features and Benefits
Here’s a closer look at the features and benefits of Shared Email Templates:
| Feature | Benefit |
|---|---|
| Pre-written emails | Saves time on repetitive tasks |
| Subject line autofill | Increases efficiency |
| Quick access | Enhances productivity |
| Individualized emails | Adds personal touch |
A Step-by-Step Guide to Using Shared Email Templates
1. Making a Call and Recording History
- Open the Act database and locate the contact.
- Record the call history (e.g., call completed).
2. Sending a Follow-Up Email
- Click on “Email” within Act.
- Choose the appropriate pre-written email from Shared Email Templates.
- The tool fills in the subject line and body of the email.
- Click “Send.”
3. Utilizing Different Templates
- Create various emails, like “I just left you a message” or “Thanks for speaking to me.”
- Write generic emails to use repeatedly.
- Customize for different prospects.
4. Example Workflow
- Pick up the phone and make a call.
- Record the history.
- Click on “Email” in Act.
- Microsoft Outlook opens, and the Shared Email Templates appear on the right.
- Select the appropriate message, click “Send,” and you’re done.
Conclusion: A Must-Have Tool
Tony Holowitz strongly recommends Shared Email Templates, emphasizing how quick and easy it is to send emails using this tool. By pre-writing and thoughtfully crafting emails, salespeople and customer service representatives can follow up on calls efficiently, boosting productivity and results.
For those looking to enhance their workflow, this tool is a valuable addition at an affordable price. As Tony Holowitz puts it, “It’s one of the best tools ever.”
“Ladies and gentlemen, my name is Tony Holowitz. Thank you so very much for being here. You have a great day. Bye now.”