Each of the
following pages contains one of the default mail merge templates provided by
salesforce.com. We recommend that you use these default templates to create your own mail
merge templates. Follow these instructions to successfully modify the templates for your
organization:
1. Identify the mail
merge template you want to modify. Each page of this document contains a separate
template.
2. Highlight all of the
text in your chosen template, and choose Edit | Copy.
3. Create a blank
document for your new template by pressing Ctrl+N.
4. Then choose Edit |
Paste to paste the text you copied in Step 2.
5. In your new template,
display the hidden mail merge codes by pressing Alt+F9.
Each of the mail merge fields should now appear as follows:
{ MERGEFIELD Contact_FullName \* MERGEFORMAT }
6. Modify the template
text just as you would in any other Word document.
7. To change the mail merge fields, modify only the center portion of the mail merge codes. For example, you can change Contact_FullName to Account_Name. See below for information on the list of merge fields that salesforce.com recognizes.
Do NOT alter the { MERGEFIELD or \* MERGEFORMAT } parts of the codes.
8. If necessary, add
additional mail merge fields. Remember that you can only use merge field names that
salesforce.com recognizes.
9. After modifying the
necessary text and mail merge fields, select File | Save to save the template to
your hard drive.
10. Upload your new mail
merge template to salesforce.com.
a. Choose My Setup at the top of any
salesforce.com page, and click Email and Mail Merge Templates.
b. Select the Manage
your Document Mail Merge Templates link.
c. Click Add New Template in the task bar and fill in the required fields to upload your template.
q List of Mail Merge
Fields
For a list of the
merge field names that salesforce.com recognizes, choose "Mail Merge Fields"
from the "Mail Merge" section of salesforce.com's Help Contents.
q Creating and
Uploading Mail Merge Templates
For more
information on creating mail merge templates and uploading them to salesforce.com, choose
"Managing Mail Merge Templates" from the "Administration" section of
salesforce.com's Help Contents.
«Org_Name»
«Org_Address»
«Org_City»,
«Org_State» «Org_PostalCode»
«Today»
«Contact_FullName»
«Contact_Title»
«Account_Name»
«Contact_MailingAddress»
«Contact_MailingCity», «Contact_MailingState» «Contact_MailingPostalCode»
Dear «Contact_FirstName»,
Thank you for giving us the opportunity to propose our products and services. It’s clear that your decision to purchase was reached after much deliberation.
Because you will be actively involved in the development of «Account_Name»’s international expansion, please give serious thought to using one of our related services - our business reservation system. It truly is one of the most powerful and cost effective systems available today for the small business market.
Good luck with your efforts. Although we were not selected to help you with your current bumper stop needs, we sincerely appreciate being considered and look forward to helping you sometime in the future.
Sincerely,
«User_FullName»
«User_Title»
«User_Company»
Direct Line: «User_Phone»
Fax Number: «User_Fax»
Email: «User_Email»
«Org_Name»
«Org_Address»
«Org_City»,
«Org_State» «Org_PostalCode»
«Today»
«Contact_FullName»
«Contact_Title»
«Account_Name»
«Contact_MailingAddress»
«Contact_MailingCity», «Contact_MailingState» «Contact_MailingPostalCode»
Dear «Contact_FirstName»,
«Org_Name» is now offering a FREE TRIAL of our enterprise-class sales force automation subscription service for six months, with no obligation to buy. You can see for yourself the benefits that other firms such as yours are gaining from our service, benefits such as:
• Greater accuracy in forecasting
• Ease of use and wireless access
• Robust reporting capabilities
We are not trying to outsource or replace current sales operations or business practices. Instead, we want to provide a service as easy to use as your favorite Web site and enable you to securely access, manage and share sales information across your company - anytime, anywhere. And there's no software or hardware to buy, install or maintain. Our company has worked very hard to offer functionality that can help meet the competitive challenges of the future.
We are convinced that it will be in your best interest to evaluate this service now. I’ll contact you soon to see if you agree.
Sincerely,
«User_FullName»
«User_Title»
«User_Company»
Direct Line: «User_Phone»
Fax Number: «User_Fax»
Email: «User_Email»
«Org_Name»
«Org_Address»
«Org_City»,
«Org_State» «Org_PostalCode»
«Today»
«Contact_FullName»
«Contact_Title»
«Account_Name»
«Contact_MailingAddress»
«Contact_MailingCity», «Contact_MailingState» «Contact_MailingPostalCode»
Dear «Contact_FirstName»,
Thank you for the opportunity to discuss by phone today your specific sales force automation needs at «Contact_Title». As we discussed, I am eager to work with you in providing a sales force automation solution and can offer:
• Revenue tracking on a quarterly basis
• Inside and outside sales functionality
• Wireless access
• Annuity Tracking
I’m enclosing a brochure that details these services; perhaps you can share it with other sales managers in your organization as a discussion tool.
Thank you again for taking the time to consider our sales force automation services. I look forward to hearing from you again when you reach a decision.
Cordially,
«User_FullName»
«User_Title»
«User_Company»
Direct Line: «User_Phone»
Fax Number: «User_Fax»
Email: «User_Email»
«Org_Name»
«Org_Address»
«Org_City»,
«Org_State» «Org_PostalCode»
«Today»
«Contact_FullName»
«Contact_Title»
«Account_Name»
«Contact_MailingAddress»
«Contact_MailingCity»,
«Contact_MailingState» «Contact_MailingPostalCode»
Dear «Contact_FirstName»,
At «Org_Name» we are often asked by potential customers if there are any contacts within their industry that they might speak to about their use of our product. As a result, we are initiating a Corporate Reference program, so that potential users may contact current users on matters of general usage and satisfaction.
We would like to invite you to participate
in the salesforce.com Corporate Reference program. As a part of «Org_Name»’s
Corporate Reference program, you can determine your level of participation. You can elect,
for example, to limit your participation to a designated number of times per year or
whether you prefer to be contacted by phone, fax, letter or email.
In appreciation of your participation in
this program, we would like to waive your fees for the first 10 users of «Org_Name».
In addition, you will receive advance communication of version enhancements and the means
to suggest functional improvements directly to «Org_Name»’s
management team.
Please take a moment to fill out the
enclosed Corporate Reference profile and email or fax to my attention at «User_Fax». Please feel free to call me at «User_Phone»
if you have any additional questions.
Thank you for your support,
«User_FullName»
«User_Title»
«User_Company»
Direct Line:
«User_Phone»
Fax Number:
«User_Fax»
Email:
«User_Email»
«Org_Name»
«Org_Address»
«Org_City»,
«Org_State» «Org_PostalCode»
«Today»
«Contact_FullName»
«Contact_Title»
«Account_Name»
«Contact_MailingAddress»
«Contact_MailingCity»,
«Contact_MailingState» «Contact_MailingPostalCode»
Dear «Contact_FirstName»,
Recognizing your very busy schedule, I’m sending you this note as a reminder you were going to select a list of the sales executives who will participate in our upcoming sale force automation seminar on (Insert Date). Enclosed is another attendance form for your convenience in checking off the names.
«Contact_FirstName», if it’s possible for this list to get to us prior to (Insert Date), we could distribute the pre-reading assignments in plenty of time for those traveling managers to complete the work without undue hardship.
I’m sincerely looking forward to working with you on this exciting opportunity.
Regards,
«User_FullName»
«User_Title»
«User_Company»
Direct Line:
«User_Phone»
Fax Number:
«User_Fax»
Email:
«User_Email»
«Org_Name»
«Org_Address»
«Org_City»,
«Org_State» «Org_PostalCode»
«Today»
«Contact_FullName»
«Contact_Title»
«Account_Name»
«Contact_MailingAddress»
«Contact_MailingCity»,
«Contact_MailingState» «Contact_MailingPostalCode»
Dear «Contact_FirstName»,
Thank you for writing us about your satisfaction with «Org_Name» and the associated suggestions you made. Although adding video capabilities has come up for discussion from time to time, we have never been quite able to find a way to add this feature without an associated drop in speed and performance. You raise some provocative points in your letter, however, and we definitely plan to give video more careful attention. In fact, we are now toying with the idea of sending out a questionnaire in our monthly statements to find out more ways we can improve services to our customers.
We take your letter as a welcome show of loyalty and interest. Thank you for sharing how we can better meet your needs.
Cordially,
«User_FullName»
«User_Title»
«User_Company»
Direct Line: «User_Phone»
Fax Number: «User_Fax»
Email: «User_Email»
«Org_Name»
«Org_Address»
«Org_City»,
«Org_State» «Org_PostalCode»
«Today»
«Contact_FullName»
«Contact_Title»
«Account_Name»
«Contact_MailingAddress»
«Contact_MailingCity», «Contact_MailingState» «Contact_MailingPostalCode»
Dear «Contact_FirstName»,
As a new credit card holder of «Org_Name», we would again like to thank you for giving us the opportunity to serve you.
We want to share with you the features and benefits of our other products and services that might be of interest to you:
• Our exclusive credit card rewards program is an innovative system that provides discounts at participating car rental agencies.
• Our Small Business Connection program gives small businesses discounts on their long distance service—including intrastate, interstate and international calls.
• Our Phone Care program offers 24-hour customer service 7 days a week.
«Org_Name» appreciates the opportunity to serve you. We look forward to building a great relationship.
Cordially,
«User_FullName»
«User_Title»
«User_Company»
Direct Line: «User_Phone»
Fax Number: «User_Fax»
Email: «User_Email»
«Org_Name»
«Org_Address»
«Org_City»,
«Org_State» «Org_PostalCode»
«Today»
«Contact_FullName»
«Contact_Title»
«Account_Name»
«Contact_MailingAddress»
«Contact_MailingCity», «Contact_MailingState» «Contact_MailingPostalCode»
Dear «Contact_FirstName»,
We’re very excited that you’ve chosen «Org_Name» to meet your small business car insurance needs. You can always count on high quality service from our customer service representatives and agents.
I want you to know that I personally will be involved with your account and stand ready to answer any questions or concerns you may have. Below are a couple of helpful hints that I thought might make this service a little more useful to your employees:
• In addition to company fact sheets, consider including a link in your intranet to our policies and guidelines.
• Copy the attached survey and circulate it around your office to determine what services are most important to your employees. Return it to me, and I will see to it that we will make all reasonable changes to keep your staff happy.
If you have any questions, feel free to call me anytime (including at home over the holidays at (Insert Your Home Phone Here).
Sincerely,
«User_FullName»
«User_Title»
«User_Company»
Direct Line: «User_Phone»
Fax Number: «User_Fax»
Email: «User_Email»
«Org_Name»
«Org_Address»
«Org_City»,
«Org_State» «Org_PostalCode»
«Today»
«Contact_FullName»
«Contact_Title»
«Account_Name»
«Contact_MailingAddress»
«Contact_MailingCity», «Contact_MailingState» «Contact_MailingPostalCode»
Dear «Contact_FirstName»,
We discussed last week some of the features we are adding to «Org_Name». I still think, however, that it is important to move ahead with a final pricing proposal so that the information is available when you are ready to make a decision.
Our pricing of «Org_Name» is dependant on the amount of information you were able to provide us at the outset. Could you please review the list of requirements below and let me know of any additions or changes?
• You indicated client services access to the system would not be initially necessary. Is this still the case?
• We can provide training to all your users within the first week of use.
• Should we add pricing for the support module for your budgetary information?
Any help you can give us with these answers will move us closer to the pricing model that best meets your needs.
Regards,
«User_FullName»
«User_Title»
«User_Company»
Direct Line: «User_Phone»
Fax Number: «User_Fax»
Email: «User_Email»
«Org_Name»
«Org_Address»
«Org_City»,
«Org_State» «Org_PostalCode»
«Today»
«Contact_FullName»
«Contact_Title»
«Account_Name»
«Contact_MailingAddress»
«Contact_MailingCity», «Contact_MailingState» «Contact_MailingPostalCode»
Dear «Contact_FirstName»,
Thank you for the opportunity to discuss how «Org_Name» can resolve your sales force automation needs. We need about an hour of your time for final review of our plans before we begin rollout to your organization. Also, we hope at this meeting you can give us your final text copy for the accompanying joint press release.
Please let me know what time in the next week will be convenient for you and your staff.
Once I hear from you as to what time will best fit your schedule, I’ll then notify my colleagues.
We’re eager to begin your rollout and launch your sales organization. Thank you for the opportunity to work with you on this project.
Cordially,
«User_FullName»
«User_Title»
«User_Company»
Direct Line: «User_Phone»
Fax Number: «User_Fax»
Email: «User_Email»