Strategically using the CC and BCC fields in cadence emails is crucial for fostering collaboration, maintaining privacy, and ensuring comprehensive communication within Go-to-Market teams.Â
Based on valuable customer insights and a significant demand for this functionality, this guide outlines who should be considered for inclusion in the CC and BCC fields to optimize outreach efforts and internal alignment.
Key Practices for leveraging CC/BCC in Cadence Email Steps:
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Practice 1: CC Your Account Team and Relevant Collaborators
To ensure seamless internal communication and keep all relevant stakeholders informed, consider CC'ing members of the account team, such as Account Executives, Sales Development Representatives (SDRs), and Sales Specialists.Â
This practice promotes collaboration and ensures everyone involved with the account has visibility into the ongoing communication.Â
For existing customers, CC'ing the Customer Success Manager (CSM) on introductory emails from a new Account Executive is vital for maintaining a unified approach and ensuring the CSM is aware of the new point of contact.
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Practice 2: BCC Leadership and Internal Stakeholders for Oversight (When Appropriate)Â
In situations where leadership or other internal stakeholders need to be aware of the email without directly engaging with the recipient, using the BCC field is a best practice. This allows for internal visibility without cluttering the prospect's inbox or requiring them to manage additional recipients. For instance, a sales manager might be BCC'd on initial email to key accounts for oversight purposes.
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Practice 3: BCC Multiple Recipients to Maintain Privacy and ProfessionalismÂ
When sending introductory emails to multiple new contacts or when the primary goal is a one-to-one interaction, using BCC for additional recipients is essential for maintaining privacy.Â
BCC prevents the sharing of email addresses and maintains a more personalized feel for each recipient. This aligns with general email etiquette and demonstrates respect for the recipients' contact information.
Thoughtful consideration of who to include in the CC and BCC fields of cadence emails can significantly impact the effectiveness of your outreach. By strategically CC'ing account teams and relevant collaborators for alignment and BCC'ing leadership for oversight or multiple recipients for privacy, Go-to-Market teams can enhance communication, improve internal visibility, and maintain a professional approach with prospects and customers. Implementing these best practices will contribute to more streamlined and impactful cadence execution.
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