Email Marketing Cheatsheet

Email Marketing Cheatsheet

#1 Determine Sending Strategy: Broadcast, Nurture, or Autoreply

Broadcast =perfect for mass communication, use for direct sales focused on 1 topic only.

Nurture aka Drip email =perfect for feeding audience content which will keep your brand top of mind

Autoreply =perfect for initial lead capture direct sales opportunity. Offer your steepest sale at a time when your lead engagement is highest.

#2 Subject Line

50 characters of less = “This is an experience of a fifty character subject”. A study of 200 million emails conducted by a large email service provider found that subject lines with 29 to 38 characters had the highest click rates.

Avoid using all CAPS. Avoid using “Free” which hits spam filters.

Do use specific quantity values.  Do giveaways. Do offer special invites.

#3 Personalization  for 600% greater lift.

An Experian Email study in 2013 found that personalized promotional emails were shown to lift transaction rates and revenue per email six times higher than non-personalized emails. This is a breeze when your CRM & Email Marketing share the same database like Soffront Online CRM.

#4 Call to Action

Make it clear.  Put it above the fold. Put one in your signature line so you never forget & keep it short.

Your call to action doesn’t always have to be about direct sales, there are many ways to get value. Here are 7 example specific call to actions; Ask for Direct sale. Offer Discount. Membership program. Referral solicitation.  Social Share. Rebundled services. Limited time offer.

#5 Engagement Rules

If your email marketing platform has advanced capabilities, like Soffront Online CRM, then you can set up particular rules for your email marketing so that when a lead engages with a click they are automatically tagged and placed into a particular workflow stage. This is where it’s nice to have your CRM and Email marketing tie in together.

#6 Be Visual

Use free picture sites like or or another graphical search engine to make sure you always have a great looking image in your email.

Small Business Communications Solutions


Manu Das, Soffront CEO seen here discussing potential commmunication solutions between small business and government. Manu was invited to participate in a multidisciplinary panel discussion at the 4th Annual State of Small Business put on by the  California Asian Pacific Chamber of Commerce.

The Panel held various members of the business community and government leaders. Panelists voiced their recommendations on different options when it comes to govt./small business community discussions. Manu pointed out the several govt. institutions already doing business with Soffront as an example of govt. using a comprehensive CRM (customer relationship management) to communicate effectively, not just internally, but also externally at large.

Why CRM?

CRM Software organizes communication with your clients, it allows for scalable solicitations via email, it tracks and records contact history, Soffront is unique in that it combines your Contact Database and managment i.e. traditional CRM functions with a robust Email Marketing platform. Striking two birds with one stone type of situation.

CRM Solutions are plentiful, back in 1992 when Soffront was first established CRM was not a household acronym. We’ve seen a lot of changes since then, went through about 4 revolutions in hosting technology, until today Soffront CRM is hosted on Amazon cloud providing 99.9% uptime and security. But many other CRM companies are on Amazon’s cloud too. What’s the differentiation between us and them? Well the answer is more subtle then you might think. The final analysis is that actually using your CRM & Email Marketing platform is much more important then the specific feature differences between competing products.

adoption survey

Soffront is very feature rich, with multiple built in tools that our competitors do not have, but in the end it boils down to this, Does the salesperson find a personal ROI/ROT (return on time) by using your system? And if they don’t then all the poking and prodding in the world won’t matter. If your CRM software solution comes with a lot of friction, then we recommend you trial us out.


You’ll love our tab based architecture:

Touch CampaignIt’s by far the easiest platform to set up Touch aka Drip email camapaigns.


You’ll love our reporting features, giving you in depth insight into your business processes:

crm reports and forecasts screen

Touch Campaign Report



Soffront Sales Automation: How & Why, Brief & White Paper

worker factory #2 The world of business is ever evolving and expanding, presenting companies with numerous challenges as they try to increase sales and become more profitable. The sales department struggles to keep track of leads and other opportunities. Contacts are often lost, resulting in lost opportunities. Disconnected business processes across various departments using different applications complicate the ability of employees to share customer information. Today’s growing businesses are looking for a better way to improve efficiency and increase sales. This paper discusses the challenges faced by the sales department and examines how sales automation and CRM software help solve these challenges. Details include the following “how to” items:

  • Enhance efficiency and productivity
  • Increase opportunities by improving lead tracking
  • Improve the opportunity management and forecasting process
  • Identify and focus on the most profitable opportunities
  • Decrease reliance on your IT department without compromising customization
  • Improve sales visibility and communication, while reducing repetitive data entry

Things to Look for When Considering Sales Automation and CRM  Prior to the selection of any system, it’s important to find a company that will work with you and fit the technology to your needs. Larger CRM companies have traditionally looked at the mid market as a simple downgrading of their enterprise – wide solutions without any particular focus on the specific nuances of mid size business needs. A scaled down version of an application designed for a large enterprise probably won’t meet the needs of a mid-sized company as well as an application designed specifically for the mid market. You should base your ultimate decision on your organization’s specific requirements, but the following advice will provide a good start:

  • When exploring solutions in Sales Automation and Customer Relationship Management, the most important thing to look for is a technology partner with enough experience in the mid market to understand your specific problems and needs. The most frequent mistake mid market companies make involves treating CRM as simply a software investment instead of an investment in a technology partnership.

Effective solutions can only be created when a technology partner takes the time to analyze your current methods, needs, and goals. Soffront has the experience, and the resources to be your technology partner. Soffront has been working with world leading enterprise customers implementing customized CRM solutions for enterprises and big business like Boeing and Red Cross since 1992. Recently Soffront has opened up it’s wrinkle free CRM software to the SMB (small medium business) market.

  • Sales Automation solutions should have the flexibility to work as part of a larger CRM solution provided by the vendor or be adaptable by that vendor to software solutions you may already have successfully implemented. Sales solutions may be advantageous on their own, but true integration with other customer touch points is a valuable and powerful component.

Download Entire White Paper: Sales-automation

Any customer is only as loyal as their last interaction with your company; therefore, the implementation of an effective sales automation system as a part of an overall CRM strategy is essential. Soffront has the breadth of solutions and the flexibility to integrate into all areas of your company for optimal performance. fsom2010 Sign up here for free soffront trial account

Business Coaches Love Soffront. Part 1

Ron_Palzewicz_Video_Screenshot“Some of the benefits of Soffront…having all our information all in the same place in one database, we have 8 coaches and 7 support teams, and knowing who is talking to who at any one time, knowing where a lead is in the sales process, what email they clicked on,  just tracking that information  and  compiling it and using it to make us more efficient…”

-Ron Palzewicz ActionCoach

David-Gazave“We’ve been able to unify our tools together. I’ve experienced a lot of other CRM’s but for us Soffront is a great fit because of it’s simplicity”

-David Gazave ActionCoach

Brad-Flynn2“The email marketing capacity is incredible. It gives me great leverage in most of my marketing campaigns. I wouldn’t hesitate to recommend Soffront”

-Brad Flynn ActionCoach

Sign up for Soffront CRM here

CRM from a Salespersons Perspective

Interview with Veteran Salesperson Mike Chantigian


Do you use CRM?

I live in CRM. It fully enables me to be both succesful and efficient. I’m consintly editing my contact base and no account is left with an open task.

Why do you use CRM? 

To provide excellent response and detailed solutions.

How many people can you contact and organize without CRM?

I would say 1/3 of the people I can contact with CRM.

Why the difference?

Because of the systems logic and protocol, clicks, built in enhancers such as templates. This enables speed to be introduced into account management. It’s a mulitaskers dream.

What CRM’s do you have experience using?

3, SAP, Oracle and Soffront

What CRM are you using currently and how long did it take you to learn?

Soffront, it’s by far the best, took me about a week to be expert at.

What’s your favorite?

Less clicks, tab architecture – meaning you don’t have to close windows out, and I got to throw in there email marketing, it’s an all in one platform where traditionally you just get sales and service. Also something really important to sales reps is you can measure your sales data instantly, activity, goals and upcoming opportunities are there at your fingertips.




Best email stats from 2014

Email Marketing Stats & Infographics:


What follows is a list of ten helpful email marketing Infographics from various sources that provide tips, tricks and best practices for success:


Email Marketing Best Practices 2014: Did you know that 69% of retail businesses on average are utilizing some type of email marketing strategy to great effect?


10 Easy Ways to Improve Email Open Rates: Did you know that the ROI for email marketing is potentially $44.25 for every dollar spent?


Strong Signals – Mobile Email Marketing: Did you know that over half of all people check their mobile phone for email at least once every day?


Top Email Irritations: Did you know that there were over 3.6 billion email accounts in 2013?


Email Marketing Cheat Sheet: You can dramatically improve your email open rates by running through just a quick checklist in your head before you send.


Myths of Email Marketing: One of the top myths is that the best time to send an email is at 3:00PM on Thursday.


The Best Day to Send an Email: Did you know that 2013 email marketing averages saw only an 18.5% open rate?


All That Sizzles is Not SPAM: One of the best ways to increase email open rates is with opt-in programs.


Best and Worst Times to Send Emails: Did you know that email open rates dramatically reduce after 5:00PM local time?


Awe Inspiring Business Advantages of Video Email: Did you know that you can see a 280% higher return with video email?