Boost Your Sales with Effective Email Pitch Strategies in Salesforce

Boost Your Sales with Effective Email Pitch Strategies in Salesforce

Clear communication with prospects is the key to building relationships and increasing sales, especially for B2B businesses. As B2B sales involve higher transaction value and directly impact a business’s performance, you must build trust among decision-makers in a company and demonstrate your understanding of their pain points and how you can solve them.

With the emergence of multiple communication channels and changes in the media, B2B selling has become more complex. The silver lining, however, is email marketing.

It is a high-converting and cost-effective communication channel that helps businesses send bulk emails, nurture leads, and offer their product/services to customers.

It becomes harder to keep track of your cold email outreach campaigns as a marketer or an SDR. That’s where Salesforce comes in. This all-in-one CRM, marketing, and sales engagement platform helps you send bulk emails at scale.

In this blog post, learn how you can boost your sales with effective email pitch strategies in Salesforce. Also, follow the best practices to avoid spam filters and land on your prospects’ inboxes to create an effective email template for all kinds of B2B sales communications.

How to Write a Money-Making Sales Pitch Email?

1. Write Compelling Subject Lines

The subject line is the foremost thing that will grab your readers’ attention, and they will decide whether to open your email or not based on that. In fact, a study shows that almost 35% of email recipients decide to open an email solely based on the subject line.

So, make sure you write intriguing subject lines for your sales pitch emails. You can use relevant statistics or statements to rouse curiosity. You can also use emojis on the subject line to stand out in the inbox.

However, make sure you avoid spam-trigger words such as ‘win,’ ‘guaranteed,’ ‘great deals, ’ etc., to stay away from the spam filters. The length of a subject line should be around nine words or 60 characters to make it visible on mobile devices as well.

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2. Focus on Preheader Text

Preheader text or preview text works as a summary of the email and is shown beside or under the subject line. As the preview text gives additional insight into your email, it works as a supportive statement for the subject line.

Write curiosity-triggering preview text to increase the email open rates of your campaigns.

3. Make It About the Customer

There’s no need to start an email with your introduction; the goal of a sales email is to generate sales through value addition. So the primary focus should be on the customer’s problems, not on the SDR.

Use Salesforce CRM to generate customer data such as customer journey, needs, pain points, etc. With the ICP and buyer personas in hand, create personalized sales pitches highlighting your prospective customer’s pain points. Make sure you explain how your offering can solve their problems.

4. KISS: Keep It Short and Simple

A HUbSpot analysis based on 40 million emails indicates that the ideal length of a sales email is between 50 and 125 words. An average email user receives around 120 emails a day; if you want to keep your readers hooked, you must keep your email short and simple. Cut out extra jargon and try not to use technical terms too much.

5. Maintain a Friendly Tone

Developing a formal yet friendly tone in your sales emails helps you build connections with potential customers better. Write as if you are talking to a friend; maintain an empathetic yet formal tone to increase reply rates.

6. Include Social Proof

Social proof helps increase the trustability of a business. When you send bulk emails, offering your product/service isn’t rough to convince a potential buyer, especially in the B2B industry.

Include social proof like customer testimonials or case studies to back your claims.

You can also share other sharable content like celebrity endorsements or research papers to build credibility and authority for your business.

7. Add an Intent-Based CTA

Although many marketers and sales reps include multiple CTAs in one single email, it dilutes the urgency of the main CTA.

Multiple calls-to-action can mislead your prospects and reduce click-through rates. Make sure you add only one intent-based CTA to get the right response from the recipients. However, the CTA shouldn’t be pushy. The key to writing the best CTA is to check at which stage your customers are in their buyer journey.

Salesforce offers an intelligent marketing automation tool that can help you customize emails faster with reduced chances of errors.

8. A/B Test Your Email

Split testing or A/B testing helps you reduce bounce rates and increase customer engagement in your sales email campaigns. It minimizes risk and helps you choose the best variation of an email that works.

So, before you launch a campaign, make sure you test all the variations you can create. Make sure you are testing variations of only one aspect at a time. Here are some ideas to get you started:

  • Subject line with numbers Vs. Subject line with emojis
  • Highly-targeted email body Vs. General personalization with mail merge
  • Intent-based CTA Vs. No-risk CTA

Send each variation to internal teams to choose which one gets the best reply rates and click-through rates. Salesforce lets you A/B test your sales email variations before sending out campaigns.

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How does Salesforce help to Send Bulk Emails at Scale?

Salesforce, the all-in-one CRM and sales engagement tool, helps scale businesses with its data intelligence and automation features. Here’s how you can send bulk emails with Salesforce to increase conversions:

  • You can send highly-personalized and targeted email messages with list segmentation.
  • It helps you set custom conditional email-sending triggers based on customer action.
  • Multi-channel data research to generate prospect data to create personalized campaigns.
  • Salesforce offers a built-in A/B testing tool and integrated predictive intelligence.
  • You get the freedom to choose from a range of pre-approved email templates.
  • The AI-powered Forecast Management in the Sales Cloud gives you detailed insights on sales pipeline health with real-time performance dashboards.
  • Salesforce offers an Opportunity Management feature that helps you track customers’ activity and suggests the next steps for follow-ups.
  • The Drag-and-drop feature helps you create highly targeted emails faster.
  • It automates manual and repetitive tasks for sales reps, boosting their efficiency of the sales reps.
  • Salesforce Sales Cloud streamlines the B2C and B2B purchasing process and helps you create price quotations to close deals faster.
  • The automated lead scoring and routing help sales reps follow up on hot leads faster.
  • It offers a marketing leads tracking feature to track and manage campaigns easily.

Set Up Email Campaigns in Salesforce: Step-By-Step Guide

Step 1. Email Template Generation

  • Under the Personal Set Up, click on Email; click on My Templates
  • Create/pick pre-saved email templates
  • Choose the version – HTML or plain text. You can make edits at this stage.

Step 2. Set Up an Email Campaign

  • Click on the Marketing segment.
  • Click on Campaigns > New
  • Enter the campaign name, start date, type, end date, etc.
  • Fill in the description: total receivers, expected response rate, cost, etc.

Step 3. Send Email Campaign

With the Salesforce Professional plan, you can send up to 250 emails a day.

  • Click on the ‘Manage Members’ button > click on ‘Add Members.’
  • Import lead list or contacts
  • Select the contacts you want to reach out to with the campaign.
  • Click on ‘Add’ > Click send

How to Send Mass Emails in Salesforce?

  • Navigate to the ‘Lead’ or ‘Contact’ tab
  • Select Tools; click on ‘Mass Email Contacts’ or ‘Mass Email Leads’
  • Select recipients
  • Edit the mass email campaign
  • Name the campaign
  • Perform A/B test
  • Send to the selected contacts


Salesforce is one of the most popular and effective email marketing tools with CRM. This platform offers you live tracking of your campaigns and timely reporting for email campaigns.

You can maintain context, reduce the work of your sales teams, and send automated replies to your prospects to scale your business. You can choose from its various pricing plans that suit your business and skyrocket revenue with effective sales pitch emails.


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