In today's fast-paced digital world, building connections with prospects and influencers has never been more crucial—or more convenient. With the seamless integration of SalesMail and WelcomeHome CRM, users can now manage their outreach with ease, track engagement, and enhance follow-ups—all from a single platform. This powerful combination allows for personalized video messaging, automatic activity tracking, and streamlined communication across email, text, and CRM.
Whether you're on the go with the SalesMail mobile app or working from the desktop portal, this integration offers time-saving features like prepopulated contact information, real-time analytics, and instant branding for your messages.
Learn how SalesMail + WelcomeHome can help you build trust, nurture relationships, and close deals faster—request a demo today to see it in action!
See How SalesMail + WelcomeHome Can Work for YOU!
- Get more done - manage all your outreach from one main screen.
- Stay in the know - track SalesMail activity in each record.
- Refresh your memory - easily rewatch previously-sent SalesMail before your next follow-up.
Using the SalesMail Mobile App:
You can use the SalesMail + WelcomeHome integration CRM button at the bottom of your SalesMail mobile app to search for a prospects/influencers in WelcomeHome, send them a personalized video message or a one-to-many SalesMail Favorite video with their email/phone number automatically populated in the email or text, and enjoy the time-saving convenience of having a completed activity automatically written back into WelcomeHome.
- Click the CRM icon at the bottom of your SalesMail app.
- Search for the name of an influencer or prospect and choose one from the results.
- Select a favorite SalesMail, record a new video, or select an associated influencer to send a video to.
- When you share via text or email, the phone number or email address will be prepopulated with that of your selected prospect or influencer.
- An activity will be written into WelcomeHome to document your SalesMail video outreach.
- Create an email draft (one-on-one or bulk) in WelcomeHome.
- When you are ready to paste a SalesMail into that email draft, log into the SalesMail Desktop Portal using the same credentials you use for the SalesMail mobile app.
- Go to 'My Results' (or 'Team Results') and click the green mail icon to the right of the video you want to share. This will bring you to the Share page.
- Click the 'Share via WelcomeHome' (or 'Share via CRM') button to copy your SalesMail video and then paste into the email draft in WelcomeHome.
Learn More about SalesMail:
SalesMail allows you to instantly record personalized video messages that you can send via email, text message, WelcomeHome CRM, or through any of your other favorite messaging apps. With SalesMail, you instantly build trust, develop great relationships, and get responses faster. Here are some key features of a SalesMail video message:
- Improve open and clickthrough rates with custom call-to-action buttons.
- Emphasize visual identity with instant branding to your company.
- See who is engaging with your videos with real-time reporting and analytics.
- Generate more conversions with more interactive email, text, and CRM communications.
- Save time by expediting the sales cycle.
- Get face-to-face when you can’t be there in person.
Request a short demo to see how SalesMail can help you!