Sales Insights – Email Engagement

Usually when you send an email, you’ll never know if it was opened or read unless the recipient chooses to write back to you. That’s because the email system was created to simulate traditional mail,  and was not designed with response tracking in mind. Dynamics 365 for Sales uses special techniques to work around this limitation and provide you with essential feedback.

Don't Forget to Follow Up. Megaphone and text on a white background.

 Use email engagement to view message interactions

  • Receive an alert right away, the first time a recipient opens your message.
  • See when recipients opened your message, clicked a link, opened an attachment, or sent a reply.
  • Receive an alert right away, the first time a recipient opens your message.
  • Schedule the most effective delivery time, and receive advice for the best time based on the recipient’s time zone.
  • Choose the most effective message template, with recommendations based on your organization’s previous email interaction history.
  • Set an alert to remind you when it’s time to follow up on an email message.
  • Review the full interaction history of a single message, and review workflows if necessary.

Whether you want to move leads onto opportunities or strengthen your relationship with existing customers, email marketing will give you the tools you need. But success is dependant a number of key factors and tracking performance within Sales Insights is essential.

Mike Haddon

More info on Sales Insights the non-premium version free of charge with Dynamic 365 for SalesMicrosoft Dynamics 365 Sales .