What Is The Best Email Tracking Software For Salespeople | How Do I Track Sales By Email?

Finding the perfect email tracking software for your sales team can feel like searching for a needle in a haystack. There are so many options out there, all promising to boost your open and click-through rates. But how do you know which one is truly the best?

Don’t worry, I’m here to help you navigate this jungle of options! We’ll explore the top contenders, considering their features, pricing, and user experience. This way, you can make an informed decision about the best email tracking software that will work best for your sales team.

Why Is Email Tracking Important for Salespeople?

Let’s be honest, we’ve all sent emails and wished we knew whether they were even read. Email tracking gives you that crucial insight. It provides valuable information about how your prospects are interacting with your emails.

Imagine knowing:

When they opened your email: This tells you if they’re even interested in what you’re offering.
Which links they clicked: This reveals what piques their interest and helps you tailor future communications.
How long they spent reading: A quick glance or a deep dive? This indicates the level of engagement.

With this data, you can personalize your approach, understand what resonates with your prospects, and adjust your sales strategy accordingly.

What to Look for in Email Tracking Software?

Before diving into specific software, it’s important to know what to look for. Here’s a list of features you should consider:

Email Open and Click Tracking: This is the bread and butter of email tracking. Make sure the software provides accurate and timely data on these metrics.
Email Delivery and Bounce Rate Tracking: Avoid sending emails to invalid addresses! Good software will track delivery and identify bounces.
Integration with CRM Systems: This streamlines your workflow and avoids data silos. Look for integration with systems like Salesforce, HubSpot, or Pipedrive.
Email Scheduling: Plan your email campaigns effectively. This feature allows you to schedule emails to be sent at optimal times.
Customizable Reporting: Understand your data beyond just open and click rates. Customizable reports allow you to analyze key metrics and make data-driven decisions.
Email Templates: Save time and create professional-looking emails with pre-designed templates.
Mobile App: Stay connected and track email performance on the go.
Security and Privacy: Ensure your data is protected with strong security measures.

Top Email Tracking Software for Salespeople

Now that you have a checklist, let’s explore some of the most popular and effective email tracking software options:

1. Salesforce Sales Cloud:

Entity: Salesforce Sales Cloud
Attribute: Email Tracking Feature
Value: Real-time open, click, and bounce tracking, email scheduling, and customizable reporting.

If you already use Salesforce, their Sales Cloud is an excellent choice. It’s built-in email tracking seamlessly integrates with your CRM, offering real-time insights into email performance. You can track open and click rates, bounce rates, and even see when recipients read your emails.

Pros:

Powerful CRM integration: All your sales data in one place.
Real-time email tracking: Stay on top of email engagement.
Customizable reporting: Analyze email performance to optimize your strategy.

Cons:

Can be pricey: The cost can be a barrier for some businesses.
Complex learning curve: It takes time to master all the features.

2. Mailchimp:

Entity: Mailchimp
Attribute: Email Marketing and Tracking
Value: Comprehensive email marketing features including email tracking, automation, and reporting.

If you’re looking for a comprehensive email marketing and tracking solution, Mailchimp is a great option. It offers powerful tracking features, including open and click rates, bounce rates, and unsubscribes. You can also segment your audience based on email engagement, personalize your communications, and automate your email workflows.

Pros:

Affordable pricing: Offers various plans to fit different budgets.
User-friendly interface: Easy to navigate and use.
Comprehensive email marketing features: More than just tracking, it includes automation, segmentation, and A/B testing.

Cons:

Basic tracking features: While Mailchimp offers robust email marketing, its tracking features are not as sophisticated as some other options.

3. HubSpot:

Entity: HubSpot
Attribute: Email Marketing and Sales Automation
Value: Integrated email tracking with CRM, marketing automation, and sales pipeline management.

HubSpot is known for its powerful email marketing and sales automation capabilities. Its email tracking feature provides valuable insights into how prospects engage with your emails. You can see who opened, clicked, and bounced, and even track how many times they’ve interacted with your content. It also integrates seamlessly with your CRM, making it easy to manage your sales pipeline and track email performance.

Pros:

Powerful CRM and marketing automation: Streamlines your sales and marketing efforts.
Detailed email tracking: Provides comprehensive data on email engagement.
Free plan available: Offers a free tier for smaller businesses.

Cons:

Complex interface: It can take some time to learn the system.

4. Yesware:

Entity: Yesware
Attribute: Sales Engagement Platform
Value: Email tracking, meeting scheduling, and sales productivity tools.

Yesware is a powerful sales engagement platform that combines email tracking with other features like meeting scheduling and sales productivity tools. You can track open and click rates, see when your recipients read your emails, and even schedule follow-up meetings directly from your inbox.

Pros:

Robust email tracking: Provides detailed information on email engagement.
Sales productivity tools: Streamlines your sales process.
Easy integration with Gmail and Outlook: Works seamlessly with your existing email client.

Cons:

Pricier than some other options: The cost can be a barrier for some businesses.

5. Mailshake:

Entity: Mailshake
Attribute: Sales Outreach Automation
Value: Automated outreach campaigns, email tracking, and sales engagement features.

If you’re looking for a tool that helps automate your sales outreach, Mailshake is a great option. It allows you to create personalized email campaigns, track open and click rates, and even schedule follow-up tasks based on email engagement.

Pros:

Automated outreach: Makes it easy to scale your sales efforts.
Email personalization: Craft highly targeted messages.
Integration with popular sales tools: Works seamlessly with CRMs and other sales platforms.

Cons:

Limited email tracking features: Its focus is on automation and engagement, rather than providing granular email tracking data.

6. MixMax:

Entity: MixMax
Attribute: Sales Engagement Platform
Value: Email tracking, meeting scheduling, and sales automation features.

MixMax is another powerful sales engagement platform that combines email tracking with meeting scheduling, sales automation, and other features. It offers a variety of email tracking features, including open and click rates, bounce rates, and email read receipts. You can also schedule follow-up meetings directly from your email client and create automated sequences for your outreach campaigns.

Pros:

Powerful email tracking: Provides in-depth data on email engagement.
Sales automation and engagement features: Streamlines your sales process.
Seamless integration with Gmail and Outlook: Works seamlessly with your existing email client.

Cons:

Expensive: It’s on the pricier side compared to other options.

Choosing the Right Email Tracking Software for You

The “best” email tracking software depends on your specific needs and budget.

Ask yourself these questions:

What is your budget? Some software offers free plans, while others are more expensive.
What CRM system do you use? Choose a software that integrates seamlessly with your existing CRM.
What level of email tracking features do you need? Do you need basic open and click tracking, or do you require more advanced features like bounce rate tracking and email read receipts?
Do you need sales productivity tools? If you’re looking for features like meeting scheduling, calendar integration, or sales automation, choose a software that offers these features.

Once you’ve considered these factors, you can narrow down your options and select the email tracking software that best meets your needs.

FAQs

Q: Is email tracking legal?

A: Yes, email tracking is generally legal, but it’s important to be transparent with your recipients. Make sure to include a notice in your email footer that you’re tracking opens and clicks.

Q: Does email tracking affect my deliverability rate?

A: Email tracking itself doesn’t directly affect your deliverability rate. However, some providers might use techniques that could be flagged by spam filters. Choose a reputable provider and follow best practices to ensure your emails reach your intended recipients.

Q: What is the best email tracking software for Gmail?

A: Many of the options we discussed, like Yesware, MixMax, and Mailshake, work seamlessly with Gmail. You can also explore other popular Gmail extensions like Streak and Sidekick.

Q: How can I track email opens and clicks without software?

A: Some email providers like Gmail offer basic tracking features. You can also use tracking pixels, which are small images embedded in your email that trigger when opened. However, these methods are less reliable and sophisticated than dedicated email tracking software.

Q: Can I track email opens on my iPhone?

A: Yes, many email tracking software providers offer mobile apps, including those for iPhone. These apps allow you to monitor email opens, clicks, and other metrics right from your smartphone.

Q: What are some tips for using email tracking effectively?

A:

Use the data to personalize your emails: Tailor your messages based on prospect engagement.
Follow up with prospects who open your emails: Don’t let those opens go to waste.
Analyze your data to identify trends: What’s working and what’s not?
Track your email performance over time: See how your email campaigns are evolving.
Be transparent with your recipients: Let them know you’re tracking their activity.

Q: How can I improve my open and click-through rates?

A:

Craft engaging subject lines: Make sure they grab attention and spark curiosity.
Personalize your emails: Use the prospect’s name and address their specific interests.
Keep your emails concise and to the point: No one wants to read long, rambling emails.
Use strong calls to action: Clearly tell your recipients what you want them to do.
A/B test your emails: Experiment with different subject lines, content, and calls to action to see what works best.

By choosing the right email tracking software and using it strategically, you can gain valuable insights into your email campaigns and optimize your sales efforts. Remember, tracking is just one piece of the puzzle; it’s the data you gather from tracking that empowers you to make data-driven decisions and improve your sales performance.

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