It takes a lot of practice to write good sales emails.

First, you must be engaging enough to capture recipients’ attention. Second, you should be persuasive enough to keep their attention to read your pitch. And finally, considerate enough to show you have their best interests at heart. And you have to do it all in just a few phrases.

How does one construct an irresistible email and make a sale alone?

It can be overwhelming if you’re doing this for the first time. But with the right templates up your sleeve, you’ll be engaging with new customers in no time. 

So, here are 21 sales email templates for your perusal! Feel free to use them as is or modify them as per your needs.

Quick links:

5 Rules for writing the perfect sales email

21 Persuasive sales email templates
» Build a relation
» Sales discovery email
» Sales follow-up emails
» Sales proposal
» Trails and/or demo pitch
» When the demo didn’t go as expected
» After meeting thank you email template
» How to respond to inbound inquiries
» Reward email template
» Intro email for referrals
» Check-in email
» Congratulate prospects
» To reach the right decision maker
» Increase engagement
» Video emails
» The end of the road email

How to keep track of response you receive or follow-ups you need

5 Rules for writing the perfect sales email

Sales pitch emails can be tricky to write if you’re new to the art of selling.

We tend to make some rookie mistakes as salespeople. The emails may be lengthy, too self-centered, and offer little or no value to the receiver.

Understandably, the vast majority of those emails go unseen or get classified as spam. Barely 9 percent of sales emails get opened by recipients. 

So, what are the rules of thumb to stick to when writing sales emails?

#1 Personalize

Personalizing subject lines helped us increase open rates by 327.75%.

If you have their name, address them in the subject line. If that information isn’t available, use the word “you.” The word “you” is a powerful tool of persuasion. A name is always better, but “you” creates a similar effect that personalizes your sales pitch

#2 Let the spotlight be on the receiver

Pack a punch with your opening lines.

Instead of writing an introduction like “I am…..”, write something that puts them at the center of the mail. Something along the lines of “I loved your talk on……” or “Congratulations on the……” puts the receiver at the heart of the message.

#3 Be relevant

Segment your list.

Sending a mail about car insurance to someone who doesn’t own a car won’t help you sell. Figure out who’s your target audience and then proceed to pitch your product.

#4 Ask questions

Emails asking questions attain 50 percent more responses.

At times, the best way to get an answer is to ask a question. “Do you own ____ product?” “Do you know___?” Asking these questions creates a sense of curiosity and pushes the prospect to open the mail.

If it doesn’t suit the current context, use a pitch that arouses emotion. That’s because emotional mails get 13-15% better response rates

That doesn’t mean you write it with any emotion, such as negative or fear-inducing. Maintain the decorum while having the emotional quotient in your email.

#5 Tell them the next step

Always have a clear call to action.

Whether you’re persuading them to purchase your product or trying to re-engage with a cold lead, ensure that you inspire them to take action.

The most common way to direct the recipient towards the next step is to provide a link. It can be a resource you want them to read or software you want them to try. But be clear on what you want them to do.

Here’s an example of a very nice email my colleague received quite some time ago. It has all the elements I mentioned for writing a persuasive email copy.

Email Marketing Best Practices

Remember these guidelines when writing your next sales email.

Let’s now look at some tried and tested persuasive sales email templates. I’ll also give you reasons why they work.

21 Persuasive Sales Email Templates with Examples

1. Sales email template to build a relation

Every customer is different, and they have different needs.

The best way to kick off a strong introduction is to create a connection.

Most sales reps try to connect with higher-ups and decision-makers across organizations. But what we don’t realize is that if we know who the decision-makers are, we can get our foot in the door much faster.

In this section, we’ll deal with three scenarios:

  1. You haven’t met the prospect
  2. You’ve briefly met the prospect at an event
  3. You’re already in discussion with the prospect

Template #1

Subject - A quick check on your [XYZ goals]

Hey [Name],

I came across your paper on [Topic]. 

I was truly impressed with your approach, and. I found that you've been vocal about wanting to [Use Case].

My company helps other organizations do exactly that. We offer [Your Proposition]. 

We would love to aid you in your quest. Reach out to me on [Your Phone Number] when you're ready! 

Warm Regards,
[Your Name]

For example, your prospect is a manager who cares deeply about sustainability. You can reach out to them with the following email.

sales email template to initiate a conversation

What this sales email does well: 

It shows that you’ve done ample research and know what your prospect wants. The email creates a connection between both your organizations on some common grounds.

The next sales email tries to help the prospect recall your acquaintance.

Template #2

Subject: [Name], Do you remember me?

Hi [Name],

It’s [Your Name]. We met at [Location], [Date], and discussed [Prospect’s Pain Points]. 

Will you have 30 minutes this week to talk more about your company’s challenges and how we can help.

[Your Name]

Now let’s look at the sales email template that tries to re-engage with the prospect.

Template #3

Subject: Further to our discussion

Hi [Name],

[Your Name] here from [Your Company]. If you remember, we met at [Location], [Date] and discussed [Prospect’s Pain Points]. 

Should we connect this week to talk more about your company's challenges and how we can help?

[Your Name]

2. Sales discovery email template

If you offer a customizable product or are in a SaaS sales business, you might want to conduct a discovery call to understand if you can serve their requirements. You can also send an email to initiate the discovery process. Here’s a template to use in this scenario.

Template #4

Subject: Just a few more questions

Hello [Name],

Thank you for your interest in [Company]. 

This is [Your Name] from [Company]. I’m reaching out to you to understand a little more about your organization's methods of [business function] and how we could help.

Are you free sometime on [Weekday] or [Weekday]? You can also use this [Meeting link] to set up a time.

Talk to you soon!
[Your Name]

What this template does well:

You could have asked a few questions in the email itself. But people tend to avoid sending anything in writing, especially to someone they don’t know. Therefore, the safest bet is to ask for a time and get on a call to explore their needs. This way, you get a chance to probe further into their requirements.

3. Sales follow-up email templates

Would you like to know something strangely ironic and funny about follow-ups?

A whopping 92% of salespeople quit following up after no response on the 4th call. And 60% of customers say no four times before agreeing and saying yes.

How unfair it feels to find out that you might have quit right when you could’ve made the sale.

So, follow-up.

Don’t be pushy, be persistent instead.

When you’re following up after a meeting, use this template.

Template #5

Subject: Good news, I have some important information you wanted

Hey [Name],

I hope that our meeting answered some of your questions. We loved your enthusiasm and interest in understanding our product thoroughly. 

I remembered you enquired if we had any information regarding [Specific Feature / Prospect's Questions], and I knew just the thing. I didn't have it with me during our call. But I have a [Resource] that offers a detailed breakdown of this feature. 

If you'd prefer a call instead, I'd love to schedule one whenever you're free. Let me know your choice, and we'll see that it happens. 

I look forward to hearing from you soon.

[Your Name]

What this template does well: 

The perfect follow-up should offer an incentive for a response.

This follow-up sales email template successfully piques interest and offers a reward at the end of the process. It conveys that you remember and have sent exactly that information, which your customer wanted from you.

The learning: when you meet a prospect, record the call or take notes. This way, you can build your upcoming follow-up by answering unanswered questions.

Here’s one more sales follow-up email template you can use.

Template #6

Subject: Hit or miss?

Hi [Name],

I hope you're doing well. 

I just wanted to check if you got a chance to look at my previous email and are aware of [Solutions]. Have you had any doubts, I'll be happy to address them. 

In case that's missed, here's an [Resource] on [Benefits]. You can access it here.

Talk soon,
[Your Name]

Follow-up emails can improve your overall campaign response rates. In some situations, follow-up emails can have higher open rate than the original email itself.

For instance, last month we sent 4 emails to a segment of 26,000 subscribers for an upcoming webinar. We planned a sequence of 4 emails:

  • Introducing the event
  • Follow up 1
  • Follow up 2
  • Follow up 3

We found that the follow-up email had an open rate of 23.6%, whereas the original email had just 20.1%

Follow-up email open rates statistics

So, when in doubt, follow-up and follow through!

4. Sales proposal email template

You’ve been communicating with your prospect for long enough to propose your pitch. You know that your foot is in the door and that it’s the ideal opportunity. These are the best emails to write because you get to make that sweet sale. So, use this template to craft your perfect proposal.

Template #7

Subject: Ideas for moving forward with our proposal

Hello [Name],

We've loved understanding and getting in touch with your organization.

We assessed the strengths and weaknesses of your existing system in every area. We can offer immediate and long-term measures that will result in significant savings.

The specifics of what we do and testimonials from our customers are part of the proposal. I'm sure you'd love to get a guarantee or percentage of how much we can help you save. And I look forward to sending it across. Reach out to me and let me know how you'd like to proceed.

Warm Regards,
[Your Name]

What this template does well:

The template shows that you have created a relevant proposal for your customer. The inclusion of testimonials increases trust. (It’s even better if they’re well-known brands.) The final point about an estimate gives the incentive to respond. And finally, you haven’t made any false promises in the proposal that shows transparency.

Here’s an example of this kind of sales email.

sales email template for sending a proposal

5. Sales email pitch for trials and demos

Cold emails can be daunting to compose and send.

Most sales reps spend long hours emailing prospects to never receive a response. But intense research brings in rewards for every cold caller or emailer.

Use the following template when you’re prospecting for customers who aren’t aware of your product. 

Template #8

Subject: [Your one line pitch]

Hi [Name],

I hope everything is going well for you. 

I came across your [Website/Social Media post] and loved the work you guys are doing. 
I'm reaching out and ask if you were aware of a tool like [Your Product]. [Introduce your product]

I'd like to learn a little more about your organization's methods of [business function] and if we could help in any ways.

Are you free sometime on [Weekday]? If yes, let me know what time works for a demo, or click here for a free trial of our services.

Warm Regards,
[Your Name]

What this template does well:

Your offer is specific and relevant to the receiver. Your demo and free trial offer are useful, and they have an option to choose from. The mail is simple and effective in its sale. The call to action is clear, and they can reach out whenever they want.

6. Email template for when you get a demo but fail to sell

Now, this can be a disheartening situation for many. Sales reps face crushing rejections day in and out but failing to sell after a demo sucks. 

You’ve invested a ton of effort, and if it falls through for no apparent reason, don’t let it go. It’s fine if they don’t purchase the product but find out the why behind it. Once you know the “why” you’ll know what not to do next time. Try to find out whether there has been any miscommunication and solve it as soon as possible. Use the following email template when your prospect doesn’t buy after a demo.

Template #9

Subject: Feedback for future use

Greetings, [Client’s Name]!

I saw that you weren't ready to buy the product at the end of the demo. And I'd love to know why.

I'm not trying to make a sale right now, but we'd like to ensure we're on the right track with our clients. Any pointers you can provide would be greatly appreciated.

Were you unsure about what you'd be getting in? Is there another aspect of your business on which we should concentrate? Was there any pricing issue? Or does your company have no use for the product right now? 

Whatever the reason, do let me know because your opinion matters to us. I look forward to receiving a response soon.

Warm regards,
[Your Name]

What this template does well: 

This template helps in gaining clarity about what you may need to change during demos.

Once you get a response to this mail, you can carry forward the conversation if it’s fixable. If their reason was due to any misunderstanding, you can solve it immediately. If they have any other reason about the presentation or product itself, you can note it down.

This way, you can ensure you don’t repeat the same mistakes in future demos. Every call leaves you with a lesson to learn, especially if you fail to make the sale.

7. After meeting sales email template

Is it customary to send an email after the meeting?


They serve a different purpose.

Sending an email immediately after a meeting helps you keep the conversation going. A simple thank you email opens up the opportunity to re-engage with the customer.

Template #10

Subject: [Name], Thank you for your time today. 

Hey [Name],

Hope you’ve been well! 

I enjoyed our phone conversation earlier today and especially liked learning about your unique role at [Prospect's Organization]. I completely understand your business challenges and the impact they are having on your sales.

As promised, PFB the resources and materials that can help you better understand how we can help you:
[Case Study]
[Informative Blog Link]
[How to video tutorial]

Let me know if you have any questions. I look forward to talking with you again sometime.

Best regards,
[Your Name]

What this template does well:

This template gives the impression that you value your prospect’s time and are thankful for the opportunity to interact with them. In the email, you also share helpful resources, which they can revisit had they have any doubts.

8. Email templates to respond to inbound inquiries

When someone signs up for a free trial or downloads content, reach out as soon as possible. This ensures that you keep them engaged and interested in your services. It also gives them a chance to ask questions and make clarifications about the product.

Use this template in a similar situation. 

Template #11

Subject: Thank you for [signing up/downloading]

Hello [Name],

Welcome aboard!

We’ve activated your [N] days free trial. Hope you’ll enjoy using our product!

Here are some “How to” videos to help you navigate the product.

For any assistance, feel free to reach me at [Phone Number] or [Email].

[Your Name]

What this template does well:

Sometimes, people want to explore things themselves before getting in touch with anyone. Not pitching anything at this stage gives them the desired space. This email template reflects that you understand the prospect’s stage in the sales funnel. You also give them an option to reach you if they need any help.

Another case is when you receive inbound inquiries for your products or services. Usually, companies have autoresponders for common queries. 

You can use this auto-response email template for inbound inquiries.

Template #12

Subject: Thank you for your interest in [Company]

Hello [Name],

Hope you are doing well. Thank you for signing up with [Company].

This is [Your Name], your dedicated account manager from [Company]. I'm reaching out to understand your requirements. 

I’ll be happy to schedule a demo based on your needs and showcase our capabilities to resolve your challenges.

Are you available for a quick 5-10-minute call to discuss and understand your needs? You can also use this [Meeting link] to set up a time.

[Your Name]

9. Sales email template offering rewards to loyal customers

Everyone loves getting a good deal. Rewards and discounts can boost customer retention

Customer loyalty programs are a great way to retain customers and improve CLV

In fact, 57.4% of customers join loyalty programs to save money whereas, 37.5% join for awards and personalized offers. 

So, craft your next campaign while targeting existing customers. Use this template for your campaign.

Template #13

Subject: We've got exciting news for you, [Name]! 

Hello [Name],

Thank you so much for being with us all these years!

As a token of our gratitude, we'd like to give you a discount on [Product/Service] before [Date]. 

To take advantage of this offer, reply to this email by [Date]. Request any [Product/Service] you need, and we'll deduct [X%] from the total charge. 

It's our way of wishing you a wonderful [Year]!

Warm Regards,
[Your Name]

What this template does well:

The subject line intrigues the reader and helps increase open rates. The discount will push the receiver to respond so that they don’t miss out. It also sets up a deadline, which compels customers to purchase before time is up.

10. Sales email templates for referrals

A referral is always impactful, especially if your customer refers you to a friend. It works even if you reach a prospect through their friend, who is a customer or someone in the industry. 

Research shows that for every single satisfied customer, you can get nine referrals in return

So, reach out to prospects who are friends or acquainted with your existing customers. You can even reach out to them through your friends. 

Here’s a template you can use.

Template #14

Subject: [Mutual Contact's Name] told me you'd benefit from our [Product/Service/Solution].

Hey [Name],

[Mutual Contact's Name] told me recently that you were discussing [Problem Statement]. [Problems/Challenges] in these tough times can be difficult when you're doing it alone.

I was browsing your website recently. 

[Points around your understanding of their product/service]

But I also have a few ideas about [Solutions to their problems]. 

I've got some simple tips for [Business Challenges] that you can implement instantly.

If you're interested in understanding how you can remedy the loss, reach out. I can schedule a call for half an hour to discuss the different solutions to this problem. I look forward to your response.

[Your Name]

Here’s an example email.

Referral email template

What this sales email template does well:

This email template shows that you’re ready to help them become more successful. The mail exudes empathy and conveys your understanding of their situation. You’ve done your research and have specific solutions to their website. All of this and the added referral can hook in any customer with little effort.

Here’s another email template to initiate conversations with referrals.

Template #15

Subject: Can we meet?

Hey [Prospect],

My friend, [Name], told me that you'd be willing to meet up with me to discuss my business and see if we might work together.

I went through your website and am particularly interested in learning more about your [Service].

Do let me know if you've time next week. I'll schedule a meeting.

[Your Name]

11. Check-in email template

Check-in emails can be boring and feel pushy to the point of weirdness. However, there’s no way of knowing where you stand with your prospect unless you check in on their status.

Sending too many follow-up emails can increase annoyance instead of getting a response. But like we’ve already learned 60% of customers say no four times before agreeing and saying yes.

So, don’t give up. Instead, add a little pressure to push them down the sales pipeline.

Use this template to get an immediate response:

Template #16

Subject: Re: Updates on the status

Hey [Name], 

I'm writing to follow up on our previous discussion. My manager requested a status report on your account. I informed him that I'm yet to get one from your side. 

We'd love to keep the conversation going, but I'm not sure if that's what you want. What do you think is the best step to take moving forward? Let me know if you're interested in catching up for a quick chat, and I'll schedule it.

I look forward to hearing your response soon.

[Add gif]

[Your Name]

Here’s an example for how to use this sales email template.

sales email template to follow-up with the client after meeting

What this template does well:

The template cuts to the chase and instantly delivers the information. Adding a gif helps reduce pressure. Mentioning your manager increases a sense of responsibility and authority. Most people feel compelled to obey when the orders come from a higher-up official.

12. Email template to congratulate prospects in times of success

A trigger event like funding, promotions new office locations are opportunities to sell.

Reach out to your prospects with hearty congrats and pitch your perfect sale.

Use this template when your prospect gains an established brand as a customer. Or even if they’ve established new locations, set up new factories, and so on. 

Template #17

Subject: Congratulations on your success!

Hello [Name],

I recently discovered that [X] is your newest customer. Congratulations on gaining momentum with such an influential company! It’s a tremendous success for a start-up in its early days. I'd love to help you keep this momentum. 

After interacting with founders of various organizations, I had a realization. Many, if not all, find difficulty in creating a process of selling that is comfortable and natural. 

This got me thinking we have helped other companies like [Client 1] and [Client 2] to fix these bumps along the road. I was wondering if we could help you in the [Problem] area. I'm not sure if this is a good fit for you, but if you want to learn more, would you be willing to set aside some time to do so? Let me know if yes and reach out to me on [Phone Number].

Warm regards,
[Your Name]

What this template does well: 

While it may sound like a simple congratulation email, you’ve also made your pitch. You’ve also offered social proof by talking about your clients who are part of the same industry. It increases their interest and can help you make a sale.

13. Sales email template to reach the right decision-maker

At times we don’t have complete information about our prospect’s organization. Reaching out to a decision-maker can be difficult if they aren’t the first touchpoint.

It can be confusing to compose the email for the response you want. Use this template in these scenarios.

Template #18

Subject: [Client’s name][Your company’s name]

Hi [Name], 

I'm writing in the hopes of identifying the direct contact for the [Department]. I wrote to [Name of the person you contacted before] while looking for the same. 

We at [Company Name] help improve [Services]. 

Our [Product/Service] delights customers like [Your clientele], and more.

What does your calendar look like if you're the right person to talk to? If not, who do you suggest I speak with?

[Your Name]

What this template does well:

The subject line is concise and engaging. You have clearly described the purpose and what you want them to do. Mentioning your customers can persuade them to respond. There is a clear call to action. And the receiver can refer you to the right person if they aren’t the decision-maker.

14. Sales email template to increase engagement

Your prospects may have engaged with your ads, social media posts, or other sales and marketing campaigns. However, if they have not signed up or purchased something means that it’s time to nurture them. You can use the following template in this scenario.

Template #19

Subject: I know I can help you! :)

Hi [Name],

I noticed you [Prospect’s Activity], and I’m wondering if I can help you with any other information.

Here’s a related [Resource] that details the [Problems You Solve].
[Access Link]

Talk soon,
[Your Name]

What this template does well:

This email template aims to help the prospect with a resource/content. It also gives an option to respond to you—creating opportunities for the recipient to engage with you.

15. Video email template

Reading long emails stuffed with information can take time and effort. Instead, adding images with text or a video can convey the same information and boost open rates. Videos in emails can increase open rates by 19% and improve click rates by 65%.

Statistics - impact of videos in emails

So, in your next email campaign, include a video to capture more clicks.

An example of this is the email sent by Soapbox by Wistia.

Video email example - soapbox wistia

The above example illustrates the use of videos in marketing emails. But if you’re wondering how to use video in your sales email, here’s a template you can use.

Template #20

Subject: I made this video just for you!

Hello [Name],

I’m a huge fan of your [skills/work], and I’ve been longing to meet you for a long time.

Actually, in my mind, I have rehearsed our meeting several times. Probably, this is what I’m gonna say when we meet.

[Video with a sales pitch]

Or maybe more. :)

Would you like to catch up sometime next week?

Yours truly,
[Your Name]

What this template does well:

This template is an honest confession of a sales rep with his prospect, which is hard to say no to. If nothing else, the recipient admires the creativity of the sender.

16. The end of the road email template

You’ve sent multiple follow-up emails and received no response. This situation is easily heart-breaking and makes us feel awful. 

But there’s no point in pushing for a sale that isn’t taking place. Persistence can take you far but knowing when to quit is equally important. 

So, if you realize that you haven’t gotten a response in more than a couple of months, send a final follow-up. It is to check if they have any interest. If they don’t respond, you can close communications completely. 

Use this template when you’re closing their account:

Template #21

Subject: Thank you from [Your Company]

Hey [Name],

I know we haven't been able to meet, which usually signifies one of two things:
Either the timing isn't ideal, or you don't need our services as of yet. 

In this scenario, I'd like to value your time, so I'm going to have to close your file now.

Nevertheless, feel free to call me to discuss the next steps if you still want to talk.

Thank you for your time.

Warm Regards,
[Your Name]

What this template does well: 

This template conveys that you will close the conversation if you don’t receive a response. But it does give your customer a chance to reconnect and interact. The template shows your respect for their time and effort and is direct.

These are some sales email templates you can use across the sales cycle. If you’ve noticed, there is a running theme with almost all emails. You write these emails after doing your research and understanding the prospect.


I’m assuming you must be actively prospecting and sending out hundreds of emails every month. So, the next big question is—how do you keep track of the response you receive? How do you know that you’ve not received a response yet, and you’ll need to send a follow-up email?

Well, I have a solution.

How to keep track of responses you receive or follow-ups you need

Usually, companies use different software for their sales and marketing teams. In this context, email marketing software and CRM.

So, they have visibility on the email campaign performance, such as open rates and click rates. However, they might not accurately associate the engagement with the prospects. That is, you might not know the prospect that replied to the email and the one that needs further follow-up.

So, what’s the solution?

The solution is to use software that addresses the issue at hand. For instance, LeadSquared Sales CRM.

It notifies the sales reps whenever their leads respond to their emails. It also allows you to segment leads based on lead activities and engagement. This way, you can tune your emails or create a sequence of follow-up emails to nurture leads who don’t respond.

Email marketing automation LeadSquared - insert dynamic response in emails

Do you want to explore how LeadSquared can make your life easier?

“When’s the last time you enrolled in your own institution?
When is the last time you walked through those painful steps?”

In a recent webinar about achieving ambitious enrollment goals, one of our panelists posed these questions. He was referring to secret shopping, often called “mystery shopping.”

Another panelist advised:
“Continue to secret shop your own process and apply for your own programs. Find little areas that might be a sticking point or a point of frustration in the consumer journey. Work to smooth those things out and make it a better customer experience.”

I liked what I heard. And I wanted to learn more about mystery shopping and share it with you. So, I connected with Kurt Eddins, the owner, and president of 360Intel, a specialist in the field with immense experience applying the research process to colleges.  

Here are highlights from our discussion…

First, I asked the obvious: what is mystery shopping?

Kurt: How I describe it, in the shortest way possible, is sending people into any sort of customer situation, whether it’s restaurants or stores—or in this case, colleges—and having them evaluate their experience anonymously or undercover. They fill out a report with a very specific checklist of items, and then we take the report and give it to the business owner or manager, so they can try to improve their operation and coach their teams.

People hire us to do this so they can get objective, third-party information about what is happening at their college. How are they being presented? How is their brand being represented at the customer interaction level?

There are many ways to get feedback these days, but mystery shopping is a way to ask the questions you want to ask and get a very detailed report on what happened.

At higher ed institutes, a lot of directors and such have some basic assumptions about what’s happening, how their counselors are performing, but don’t take the extra step to check these things with a mystery shopping program.

Some of the information we gather is shocking. It might be something as basic as filling out a web form and the person not being contacted at all either because the lead wasn’t created in the CRM, or because it’s going to an old email address or whatever. And then you can also get more detailed information about customer service and sales skills and things along those lines.

Tell me about the benefits. You told me the process puts the employees in the admissions office on their toes.

Kurt: We advise our clients to let their teams know up front they’re hiring a company like us because you don’t want it to be found out later that you’re spying on your team. Something like, “Hey, we’re doing this new service, we want to get better feedback so we can improve as a team.”

By getting that team buy-in, everyone knows any student could be a shopper and could be evaluating them. The analogy I like is it’s like a scout in the stands for an athlete.

We moved on to the second benefit: better decision-making.

Kurt: We send the reports to the client within 24 hours. So, the individual reports themselves are extremely useful. But the biggest benefit is the aggregate of all the information, so if you’re doing multiple shops each month, over time, you’re collecting a lot of data about your customer experience, and then you can see the trends and patterns that emerge with where you’re struggling or performing well.

You can use that information to make better decisions as an organization about how you deploy your resources, how you set up training programs for new hires, or that sort of thing.

I asked Kurt to go a level deeper regarding the reports colleges are provided.

The typical shop report will have anywhere from 20 to 50 questions on it, depending on what level of detail they want us to go into, so it’s emailed to them.

We also have an online dashboard where that data is uploaded. You can access the individual reports and also see those trends and summary reports and the most commonly missed questions, your lowest scoring, and highest scoring questions.

Above is a small slice of the extensive dashboard 360Intel’s clients have access to.

If you operate multiple campuses, you can look at the performance across them and see who’s performing well and who’s not. So the dashboard is a nice way to kind of zoom out and see what’s going on as a whole.

Kurt shared a template for an admissions questionnaire with me which broke down the “shopping” into (1) mechanical skills (2) phone presence, and (3) campus knowledge. I asked if it’s a typical questionnaire.

Kurt: It is. I think those are the most common categories our clients are after. Are we getting people to the right place? Are people friendly and helpful? And then, are we presenting the campus in the right way and selling ourselves?

Every client has a different approach to the “sales component,” so the way those questions are structured varies from school to school.

Is part of the conversation about creating a persona for a secret shopper so you’re really honing in on specific potential “buyers?”

Kurt: 100%. We ask all of our higher ed clients to provide us with personas. We want to make sure their shoppers are set up for success with the right background and knowledge so they can speak the part.

We have clients that are third-party admissions companies that schools hire to run their admissions departments for them. So we do a lot of shops for their targeted programs, and they have to provide us with these personas, so folks know exactly what they’ve signed up for and how they need to present themselves.

Developing effective patient outreach strategies means connecting with patients—not only when they come in to receive treatment but also when they need to be reminded to keep appointments, get information about their treatment plans, or be prompted to pay their bills.

This is particularly important today as the COVID-19 pandemic has caused many people to miss preventative care visits. According to findings released in May 2020 by the Epic Health Research Network, preventative cancer screenings dropped between 86% to 94% across the U.S. in 2020 compared with the same weeks from 2017 to 2019.

Likewise, research shared by the CDC indicates an estimated 41% of U.S. adults delayed or avoided medical care in 2020, including 12% who avoided urgent or emergency care.     

Practicing effective patient outreach strategies can help reverse this trend. Research shows having effective patient outreach strategies allows a healthcare organization to:

  • Increase patient satisfaction
  • Improve patient health outcomes
  • Expand the patient populations a healthcare organization can support

In the past, manual patient outreach efforts could only effectively communicate with a limited number of patients. Today, however, advances in automation and analytics enable healthcare organizations to better understand multiple patient populations and reach out to them.

Let’s take a closer look at patient outreach and examine the practices that offer the best benefits for your healthcare organizations and the patients you serve.   

What is patient outreach?

Patient outreach involves any form of communication used to keep patients engaged in their care. This includes sending texts to patients who are overdue for appointments, calling patients to talk about their plan of care, or emailing patients after a visit to request feedback about their experience.

This text image from reminds the patient of an appointment without disclosing any confidential information and requires confirmation, increasing the likelihood the patient will keep the appointment.

Today, patients have many communication options, as well as multiple distractions that keep them from focusing on their healthcare. Developing an effective patient outreach strategy means optimizing texts, emails, phone calls, and more to keep patients engaged in and educated about their care. 

Benefits of creating better patient outreach strategies

Healthcare providers that focus on communicating with their patients enjoy many benefits, including:

Retaining and expanding their patient population

Automating patient outreach methods makes it easier for you to stay in touch with your patients. Patients who receive texts reminding them to make or keep appointments will be more likely to stay in touch and develop greater loyalty to the practice.

In addition, automating patient outreach messages allows you to reach a greater number of prospective patients. Being able to customize those messages with more personalized language also increases the likelihood that newcomers will become regular patients.   

Providing better targeted care

Patients—like all customers—need to be convinced that a healthcare practice can provide them with the services and care they need. A focused patient outreach strategy identifies population groups that require specific types of aid, such as patients with heart disease, diabetes, depression, enabling you to provide personalized care.

Keeping these patients informed of the required screenings, vaccinations, and other preventive care visits they need helps them become more engaged in maintaining their health. Likewise, providing educational resources about their conditions shows how invested your practice is in their health. 

Enhancing the overall health of their communities

Focusing on community members that need regular visits to a healthcare provider and providing educational resources to prevent or monitor potentially harmful conditions leads to a population more capable of looking after its own health needs. This elevates the overall wellness of a community and keeps healthcare costs more manageable.

5 vital patient outreach practices

How can healthcare clinics and organizations refine their current patient outreach strategies and maximize their impact on their patients and the overall community?

By using the following best practices:

1. Integrate patient data from multiple sources

Data analytics and a HIPAA-compliant customer relationship management (CRM) platform provide a clearer picture of yourhealthcare organization’s patients by integrating patient data from multiple sources, including:

Using a reliable, HIPAA-compliant CRM to weave this data together, your practice can build 360-degree patient profiles, which is crucial for determining patient risk factors and the type of care they need.   

2. Identify key populations in need of medical service and education

Once patient data is integrated and analyzed, you can develop better comprehensive care plans to meet the needs of each patient. Start by identifying key populations based on:

  • Age
  • Demographics
  • Hereditary diseases
  • Diagnoses
  • Office visits
  • Social determinants of health (SDOH)

This helps spot groups of patients with common risk factors. For instance, identifying patients with heart disease who have neglected regular checkups in the past 90 days enables providers to focus on the segment and determine the best ways to reach out to them.

Likewise, identifying patients with a high risk for certain diseases based on genetics, age, or social determinants allows providers to know where to focus educational efforts.

3. Take advantage of automation to reach out to patients

Advances in automation let providers communicate their messages at scale without sacrificing a personal touch. Patients can receive automated appointment reminders through texts, emails, and calls about screenings, vaccinations, wellness visits, and other preventative care needed to keep them healthy.

The messages can be personalized to each patient and address specific conditions.

Sending follow-up texts and educational resources to help patients manage their condition is also effective for maintaining rapport after an appointment.

Sample texts from Klara Assistant show how effective patient outreach can follow up with a patient after appointments, offer resources for care, and even respond to patient inquiries.

And since automated technology relieves providers of many administrative burdens, the staff can more easily reach out to patients who need the type of in-depth communication an automated phone call can’t provide. This leaves patients feeling valued, improving their health outcomes, and enhancing a clinic’s reputation.

4. Reach out to new patients

An effective patient outreach staff doesn’t just communicate with patients already enrolled in a healthcare plan. Your outreach staff should also include an external outreach staff that contacts people not yet enrolled in a health plan, enabling your practice to expand its patient roster.

5. Fine-tune your patient outreach efforts

Patient outreach strategies need to regularly adapt to new healthcare regulations. Keep informed of state or federal regulations and communicate any changes to your outreach staff.

Automated technology also helps healthcare providers monitor and fine-tune patient outreach strategies in real-time. Study automated dashboards to assess the performance of current outreach campaigns. Focus on patient response rates and current concerns to see if current efforts need to be changed to optimize their performance. 

Outreach strategies need regular tracking and analysis to stay effective, so take advantage of the analytics reports your CRM provides.   

Globally, cryptocurrencies and NFTs have taken the financial landscape by storm. Spanning across borders, Crypto platforms today are hosting more users than some of the biggest Indian securities firms. The demand is growing, regulations are uncertain, and the competition is evolving. 

In the second episode of the LeadSquared Virtual Fintech Week, we will explore the emerging trends, challenges, and strategies to scale your crypto businesses faster.

Key Discussion Points:

  • Emerging Trends and Products in Crypto 2022
  • Evolving Channels of Customer Acquisition
  • Scaling Your Business Faster and Building a Seamless Journey
  • The Next Step in Digital Acquisition for Cryptos


Minal Thukral

Minal Thukral
EVP – Growth and Strategy, CoinDCX

Manish Mishra

Manish Mishra
Associate Director, LeadSquared

Over the last few years, digital transactions in India have overtaken traditional forms of payments at a scorching pace. With digital transformation at the heart of India’s financial inclusion strategy, the payments market is expected to grow at a 23% CAGR between 2020-2025.

In the first episode of the LeadSquared Virtual Fintech Week, we talk about the rapidly changing Payments eco-system and how you can stay ahead of the competition.

Key Discussion Points:

  • Emerging Trends and Products in Payments 2022
  • Digitizing Merchant Onboarding
  • Evolving Relationship with Banking Players
  • Customer Retention and Increasing Customer Lifecycle Value


Atul Mehta

Atul Mehta
SVP of Sales, RazorPay

Sridhar Sampat

Sridhar Sampat
Vice President – Partnerships & Business Development, LeadSquared

“Artificial intelligence is no match for natural stupidity!”

Albert Einstein

Well, we all make mistakes.

However, in sales, even a small mistake like a missed follow-up could lead to losing a deal to a competitor.

What if there’s a solution that could prevent us from making such mistakes?

Thankfully, today we have sales intelligence tools to make us smarter.

These tools help us in many ways along the stages of the sales cycle.

Let’s look at the top 10 intelligent sales tools that make our lives easier.

The 10 Best Sales Intelligence Tools

Recently, we analyzed the buying patterns of over a thousand customers. We found that hardly 10-12% of them are ready to buy from day 1. Others need constant nurturing and follow-ups from sales reps.

sales cycle - average time to win customers statistics

Organizations have realized that empowering their sales teams with the right tools and technology can directly impact the bottom line. In fact, about 84% of sales professionals are interested in investing in sales intelligence tools. (Source: LinkedIn State of Sales 2021)

So, to help you get started, here is a list of the best sales intelligence tools in the market right now.

1. LeadSquared

Field force automation feature
Image: LeadSquared

LeadSquared is the best sales execution platform for high-velocity sales teams. It offers sales execution, digital onboarding, and marketing + process + field force automation solutions. Currently, it has a strong 2,00,000+ user base worldwide.

Some of its key features include:

  • Capture leads from various sources, such as social media, phone calls, chats, emails, online ads, and websites.
  • The LeadSquared API and webhooks framework provide seamless integration with commonly used business software. LeadSquared also provides a developer platform called LAPPS to allow developers to build their custom business logic from scratch.
  • It comes with marketing tools that enable the easy creation of landing pages. A simple landing page can be transformed into an automated lead-capture system using web forms.
  • Track and engage easily with prospects across diverse touchpoints from a single platform. You can use emails, text messages, and drip-marketing campaigns to interact with prospects. These interactions can also be customized based on customers’ behavior and demographics.
  • It allows sales departments to get revenue insights and sell more intelligently.
  • Marketing teams get a better understanding of the effectiveness of marketing campaigns.


  • It is excellent at preventing lead leakage. This helps prevent organizations from losing out on sales opportunities.
  • It supports a high degree of customization to suit the workflow of any organization.
  • Dashboards and reporting provide extensive sales intelligence to businesses


  • The UI has a scope of improvement
  • First-time users need some degree of assistance to get started.

Reviews and Ratings

LeadSquared gets a 4.5/5 on G2 and 4.1/5 on Capterra.

User Sachin S on G2 says, “Lead Squared is a fantastic solution for entirely automating the inflow of leads into my company… Leadsquared marketing automation is assisting me in better engaging my customers. It ensures that the user is active on the site and consuming the study materials, resulting in a higher conversion rate. Yes, I would suggest it since it is simple to use. It helps in Sales increment and data management.”

2. Gryphon.AI

Gryphon.AI - sales intelligence tools

Gryphon.AI helps with increased lead conversion rates. Gryphon uses AI-assisted techniques to analyze live calls to do so. Moreover, it also implements AI-assisted coaching, enabling sales reps to be more effective with their deals.

Key features of Gryphon include:

  • A conversational AII that provides call transcription and personalized conversation cards.
  • AI-guided coaching service to help sales reps work more efficiently.
  • Integration with existing CRM tools.


  • Exceptionally good support service.
  • Navigating the software is straightforward.
  • Comprehensive reporting system.


  • The platform can be buggy sometimes and requires you to contact support.

Reviews and Ratings

At G2, Gryphon.AI gets a rating of 4.1 out of 5, while at Capterra, it gets a score of 4.6/5.

Dominic R. at Capterra calls the software a “Great Motivator for Sales Calls!” He says, “I’ve enjoyed the use of the app and the motivation it provides to gauge, improve and present my outbound calling as a whole. The Gryphon team has been a pleasure to work with, and very flexible when it comes to meeting and guiding us on our performance as a large company.”

3. Kronologic

Kronologic - sales tools
Image: Capterra

Kronologic, an Austin, Texas-based start-up, aims to eliminate “lead chasing” and monetize your calendar by making the best out of your appointments. It is a relatively new company that secured 20 million USD in August 2021.

Kronologic can automatically and intelligently send out calendar invites and uses AI to analyze the response of the recipient.

Key features of this platform are:

  • Converting prospects into meeting with their Calendar AI module. This automated lead engagement system eliminates the need to chase leads.
  • The platform can engage leads and schedule meetings without manual intervention.
  • The platform makes predicting pipelines easier so that sales reps can close more sales.


  • Creates single-click meeting acceptance for new prospects.
  • Eliminates repetitive meeting scheduling tasks.
  • Allows the team to focus more on inbound leads.


  • Works better with warm leads but not so well on cold leads.
  • The quality of leads coming in can vary based on the software setup.

Reviews and Ratings

Kronologic achieves a 4.6/5 on Capterra and a 4.2/5 on G2.

According to Teague G. on Capterra, Kronologic is “a solution to our last mile problem – the problem of how much work and time it takes to get an engaged lead converted into an actual meeting in two different calendars – the prospect’s and the right rep here at my company. I’ve seen that no matter how good your data is and how many leads you can generate, there is always a massive dropoff in actual sales appointments compared to the leads we start with. Kronologic is the most elegant and effective solution to booking meetings at-scale that I’ve ever seen.”

4. Chorus.AI

Chorus AI - tool to analyze sales skills

Recently acquired by ZoomInfo for $575 million, Chorus AI uses conversation intelligence service to businesses. It provides relationship intelligence so that sales reps can focus on the right leads.

Chorus AI works by analyzing the performance of the top sales representatives and replicating that across the entire sales department. It also provides insights that act as coaching for underperforming reps. Other than these, Chorus.AI can:

  • Make sales information more accessible by analyzing customer phone calls, meetings, emails, and other interactions.
  • The self-learning feature can automatically analyze conversations and extract relevant highlights and themes. This can help summarize conversations quickly.
  • Using patented technology, it can deliver real-time transcription of conversations.


  • Helps navigate important parts of the phone calls with ease.
  • Allows sales reps to actively listen by eliminating the need to take notes.
  • Chorus daily helps to remember key points from a meeting and helps address discussed issues during consulting sessions.


  • The text search function is not up to the mark.
  • Does not work well when multiple people are speaking.
  • The interface can be buggy.

Reviews and Ratings

Chorus gets 4.5/5 at G2 and a 4.7/5 at Capterra.

Aastha at G2 calls it an “Intelligent call management tool. The transcripts that it generates are mostly accurate. I love that you can add your comments to the recordings, request for coaching and there’s a scorecard for scoring the calls. Other features like downloading calls, changing speed, generating shareable link are very useful too. It gets automatically synced for the calls so there’s no manual effort required.”


Salesken AI - sales intelligence tools
Image: Salesken

Salesken is yet another AI startup that provides sales analysis in real-time. 

Based on their database, the platform provides contextual cues. Although it does not have CRM features, it can integrate easily with existing solutions. It helps create deeper interactions using the call analytics tool. 

Salesken comes with a conversational intelligence service that can help improve the performance of SDRs and BDRs during their calls, presentations, and webinars.

Here’s how this sales intelligence tool stands out:

  • It offers real-time analysis and sales cues.
  • Captures the actual requirement of the leads and the customers so you can see who is truly interested.
  • Comes with a dashboard view of the entire sales pipeline.


  • Provides breakdown analysis on individual calls
  • Helps identify areas where a conversation can be further developed
  • Helps analyze sales skills based on the conversations recorded


  • The platforms sometimes experience network-related issues.
  • Personalization options when creating dashboards can be quite limited.

Reviews and Ratings

Salesken gets a perfect 5/5 on G2.

According to Ashutosh at G2, Salesken is a “very interactive platform.” According to him, “Salesken is fantastic for assisting new reps in developing their skills, creating training routes, and delivering constant, transparent feedback. Our entire crew is always chiming in on calls with questions, suggestions, and kudos, which we appreciate. It’s been fantastic for us in a remote setting, and it saves management a ton of time when it comes to getting staff up to speed.”


Clodura AI
Image: Crozdesk is a sales intelligence tool that uses AI-assisted recommender systems to help find prospects. It is categorized as lead generation software.

Unlike full-fledged CRM software, it does not have all the features needed for customer relationship management. However, it can complement existing CRM implementations. It provides brands with millions of contact data and then prioritizes them. Thus, helping sales reps to reach out directly to decision-makers.

Some of its key features are:

  • Fills in missing data in contact databases.
  • Allows brands to access over 200 million contacts and emails globally
  • Provides AI-assisted recommendations to the sales team to ensure they contact the right person.


  • Helps in finding the right target audience.
  • Saves time on lead-generation efforts.
  • Makes market research more accessible.


  • The interface can be clunky at times.
  • Events feature needs more development to work well with Twitter

Reviews and Ratings

At Capterra, Clodura gets a rating of 4.2/5. However, the user base of this platform is quite small since it launched recently.

Umang writes, “I am using this tool from last 1 year and as a marketing professional, I am using this tool to send email campaigns for lead generation. It saves my time for finding correct email addresses and Its email campaigning feature is helping me to achieve my lead target.”

7. Clearbit

Clearbit - data enrichment tool for sales
Image: Clearbit

Clearbit provides four primary products: Enrichment, Prospecting, Reveal, and Forms. 

Enrichment helps build a better relationship with existing contacts. The sales prospecting module helps find new contacts. Reveal helps translate website traffic into contact data; Forms help autofill contact data.

Although Clearbit does not replace a CRM, it can integrate directly with CRMs.

  • The service is available as separate modules so businesses can get only the services they need.
  • It helps enhance existing CRMs
  • Saves a lot of time during prospecting


  • Helps autofill customer data.
  • Provides customer data that a lot of CRMs and other tools do not look for.
  • Comes with a handy chrome extension that helps scrape LinkedIn data.


  • At times, the information can be inaccurate and outdated.
  • Support is quite limited.

Reviews and Ratings

On Capterra, Clearbit gets a 4.4/5.

Zach E. writes, “Clearbit provides me timely and accurate contacts at the companies we go after. This is a big time saver when we are searching for contacts that fall within the companies we go after. This is a great tool to use if you use an ABM approach for outbound prospecting.”

8. Saleswhale

Image: Vulcan Post

Saleswhale helps with solving last-mile challenges in sales. Sales Whale is a sales intelligence tool that provides a conversation builder service. It creates reusable blocks of conversations that sales reps can use to target certain niches. It also offers metric tracking features. Brands can focus on which metric they wish to improve and tune conversations accordingly.

  • It provides a rich feature set of building conversations effortlessly.
  • It provides sales development representatives with a scalable solution to target diverse demographics.
  • Helps brands reach out to leads and follow up accordingly.


  • Frequently rolls out new customer-requested features
  • Helps with composing personalized marketing emails
  • Insights and reporting are comprehensive and accurate


  • The platform can be buggy at times
  • Lacks customization options

Reviews and Ratings

At Capterra, Saleswhale gets a 4.0/5 and a 5/5 at G2.

User Daniel writes, “Early user of Saleswhale, constantly improving product, good for customizing mass emails.”

Ray H. at G2 says, “We were able to automate our follow-up across several campaign types — demo requests, webinars, and high-intent activities — automatically, consistently, and with a human touch.”

9. Lyne.AI

Lyne AI - cold email marketing tool for sales
Image: is an AI-powered lead generation tool that makes outbound lead generation efforts more scalable.

It comes with an AI-assisted cold email tool. It helps SDRs create over a thousand introductions in an hour. Reviewing hundreds of emails takes only a few minutes, thanks to its AI-powered tools.

Its notable features include:

  • A LinkedIn scraper that pairs up with an AI-assisted cold email generator
  • Helps extensively with LinkedIn lead generation
  • Helps generate bulk email intros


  • Provides extensive help while creating old emails
  • can produce a customized icebreaker conversation from a CSV of contacts in three clicks.
  • It can prioritize sources and personalize emails accordingly.


  • A relatively new sales intelligence tool, and hence lacks integration support
  • Some emails can turn out to be too generic

Reviews and Ratings

Lyne.AI gets 4.3/5 at Capterra.

User Kenneth C. writes, “I’m blown away that I’ve spent countless hours personalizing emails and there’s been a software the whole time that does it – practically as good if not better than me?”

10. People AI

People AI - sales intelligence tools
Image: Capterra

People AI is a sales intelligence tool that focuses on providing AI-based revenue intelligence. It combines data from sales, customer success stories, user operations, sales engineering, and more for AI-based sales prediction. This information helps in account planning, relationship management, and more.

  • People AI makes revenue prediction much more accessible to brands with their scorecards.
  • It can easily integrate with existing CRM solutions, including Salesforce.
  • Automatically remind sales executives of their activities
  • Offers intelligent pipeline generation capabilities


  • Provides constant update on accounts you worked on and who you need to engage with.
  • Ensures that your team meets their goals every time.
  • Makes it easy to check the progress with dashboards.


  • Data in People AI is not as granular as its competitors provide.
  • Calls have issues synchronizing in real time.

Reviews and Ratings

People AI gets a 4.4/5 at G2.

Ryan P writes, “When was introduced to us so we can track our own productivity, I didn’t think at first that it will impact my productivity. What I learned, and what I like, is that it keeps me in check of how I am doing in terms of my goal for productivity. It allows me to see I fail short of my productivity since it is a must in a sales role to continue to be productive. serves as a reminder to do just that.”

Wrap Up

Sales intelligence tools is an umbrella term for a wide range of tools that help you in the sales processes.

For growing businesses, sales intelligence tools can help you work more efficiently, give you better insight into loopholes or simply help you retain customers.

What sales intelligence tool are you using to boost your revenue? Let us know.