Connect your Outlook to Salesforce and track emails, activities, leads and contacts, all in one place



Salesforce email tracking

Know when your emails are read

 

Take the guesswork out of sending emails. Veloxy tracks if they are opened, or not, and gives you real-time alerts. So you can take prompt action to keep things moving forward.

See if your emails were forwarded

 

When your email is forwarded to others, you can see that it was opened by multiple people on different devices in different locations. This gives you unique insight on the level of interest.

Save time at any sales stage with personalized email templates

Save time with email templates

 

An easy to use rich-text editor lets you create unlimited personalized templates complete with a CAN-SPAM compliant footer, for single and bulk emails. Use them for sales outreach and replies at any sales stage. You can even attach files.

Reach many prospects in one go

 

Stop sending emails one-by-one, and avoid cut-and-paste mistakes. Using personalized templates, you can quickly use a list, or import a view from Salesforce and send an individual email to each of its members, all at once.

Contact many Salesforce prospects at a time

Analyze email performance by rep

Analyze and improve email engagement

 

See how your cold and transactional emails perform, discover the best time of day and day of the week to reach your prospects, and learn from the best performers.

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Handle email unsubscribes properly

 

Veloxy makes cold email sent from Outlook, CAN-SPAM compliant. Before sending, It checks the opt-out status of each prospect, and it automatically updates new opt-out requests in Salesforce to prevent any accidental mailings in future.

Enforce CAN-SPAM compliance on single and bulk email

Access your Salesforce prospects in Outlook

See and do it all in Outlook

 

Select an email thread, and Veloxy shows you the lead or contact with the opportunity details, right there in Outlook. So you know where you stand in the sales cycle, and what to do next.

Save key emails to Salesforce

 

In one click, you can save an email, as an activity on an account, prospect or opportunity. This cuts out so many steps, saves you time, and gives others on your team more details to go on.

Save emails on Salesforce opportunities

Set up meetings in seconds

 

If you create an appointment for a prospect, it is instantly saved as an event in Salesforce, and all the details are put in an Outlook calendar invite. You only need to check it and press send.

Log all of your email activities

 

All emails you send out are logged in Salesforce for you. The subject line and time you sent it, is saved to the lead or contact record. Now you can review your email activity with ease.

Log all your sent email in Salesforce

Add new prospects to Salesforce

 

If a prospect is not already in Salesforce, you can add it as a lead or contact in one click. The smart address search feature helps you find the address and it fills in the fields for you.

Ready to shrink your sales cycle?