I was given a task….
I had to write an engagement email for our subscribers.
The mail’s content needed to be about “How to help the sales team make a transition to CRM from Spreadsheets?”
What I managed to write was decent, but not great.
Then, I sought help from one of our founders who has 15 years of experience in sales.
He is beyond amazing with words.
His suggestions did magic to the copy.
And, I am here to share that magic with you all.
Old Subject Line (Good):
Having Trouble Moving Sales Team From Spreadsheets To CRM?
New Subject Line (Great):
When salesperson says: Spreadsheets are easy but CRM is not.
Example of a Good Copy (Email Content):
It is not easy to change habits and leave your comfort zone.
You have been drinking tea in the mornings all your life.
If I ask you to drink coffee instead of tea, would you do it?
Similarly, your sales team has been using an Excel sheet for years to manage client and deal information.
So, the friction is obvious when you ask them to move to CRM.
However, your sales team would be willing to try anything that helps them increase sales.
Who does not like to meet their targets, after all?
What a CRM Can Do for Your Sales Team
- Maintain notes about clients, helping to move them closer to a purchasing decision.
- Identify past clients who have not given work in recent months. Pinging them might open new sales opportunities.
- Take a 360-degree view of deals in progress, allowing prioritization of high-value deals.
- Assign tasks and set reminders for follow-ups, because a slip of the mind may cost a deal.
A Simple Hack to Speed Up CRM Adoption
Onboard a person dedicated to helping the sales team make the best use of CRM.
This person should:
- Constantly remind the sales team about CRM’s benefits.
- Help the team import their data from Excel into the CRM.
- Connect with each member weekly to address any CRM-related issues.
- Conduct restricted access tasks on behalf of sales representatives.
- Bridge any other gaps that slow down CRM adoption.
Would you be interested in learning more about maximizing your returns on CRM investment?
A well-structured sales email plays a huge role in convincing buyers, and many B2B SaaS companies have nailed this technique. In fact, understanding how to write emails that get opened can be the difference between a lead that converts and one that gets ignored.
Example of a Great Copy (Email Content):
Morning caffeine is good. I drink it every day.
One day, I thought, “I will not have my morning coffee. I will have something healthy.”
By evening, I was feeling cranky. It is difficult for me to change my habits.
When I start my workday, I look for sales data. I open my Excel sheet. I have been using Excel since I started my career in sales.
It has data listed in the way I want. My spreadsheet has color codes (do you use color codes?). I know the important rows and the ones I can ignore.
It is like my morning coffee.
This CRM is like a healthier alternative, say, green tea. I know it is healthy for me, but I am so used to my morning coffee. It is challenging to make the shift.
However, if CRM can help me:
- Move prospects closer to a purchasing decision
- Find otherwise lost business opportunities
- Prioritize and close more high-value deals
I would be motivated to switch to this “green tea” called CRM.
But habits are hard to break. There will be times when I will want to go back to my old way of doing things.
I need somebody to stop me from giving up. A companion who will:
- Help me make the transition smoother
- Withstand my mood swings
- Keep me from deviating
- Stay until I successfully switch to CRM
The Hack That Helped Our Sales Team
We brought in a CRM specialist, someone whose sole job was to help our sales team transition.
This person:
- Reminded the team about CRM benefits regularly.
- Helped import their data from Excel.
- Checked in weekly to address CRM-related issues.
The result?
Our revenue increased significantly.
Would you be interested in quitting your morning caffeine?
Best,
Aditi
Aligning sales and marketing teams is crucial for seamless CRM adoption. Implementing actionable steps to align sales and marketing teams ensures that messaging, strategy, and execution work together, making transitions smoother.
From Good To Great:
A good copy is the one that just tells a solution to the problem.
A great copy is where you enter a conversation into the reader’s mind. Empathize with him. And the solution comes in the natural flow of that conversation.
Could you spot the differences in the two copies?
Would be happy to read your thoughts in the comments section.
Crafting high-converting emails doesn’t just rely on good storytelling. Persuasive copywriting techniques used by companies like Apple can transform even the most skeptical prospects into eager buyers.
Pro tip: If you need 30 standout SaaS growth hacks to attain double the growth for your SaaS business, fill out the form below!
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