Why Your Sales Emails Aren’t Working and How to Fix Them

Despite the popularity of social media and the growing number of instant messaging apps, email has maintained a steady presence in our online communication. According to Statista, in 2020, the number of email users eclipsed 4 billion people worldwide and this number is expected to grow to more than 4.5 billion by 2025. Email is also a very important component of successful content marketing strategies. In fact, data from Hubspot shows that 53% of marketers say email has been the most effective channel for early-stage lead generation. However, in order to increase open rates and better engage your target audience, your emails need to be well-crafted with specific criteria in mind to make them more appealing to the recipients.

In this article, we will share with you some possible reasons why your sales emails may not be working as effectively as you hoped and what you can do to fix them.

Your Subject Line is Not Both Clear and Appealing

If you have been wondering exactly how big of a role the subject of your email plays in the open rates of your emails, the answer is that it is one of the most important aspects of a sales email. A study done by Convince and Convert showed that 35% of email recipients open an email on the basis of the subject line alone. However, a great subject line needs to maintain a delicate balance of being simply informative and overly flashy. By being overly flashy you run the risk of the email not living up to the hype of the subject line. Therefore, instead of trying to come up with a clickbait subject line, try letting the readers know how they could benefit from opening your email.

From this standpoint, the simpler the better may be the right way to go. If you have been able to achieve outstanding results for past clients, let prospective customers know in the subject line that you are able to lower their costs, increase their efficiency, and any other benefits. Remember, only 9% of sales emails are opened. Therefore, you need to be able to grab the person’s attention right away.

Too Many Empty Words

When a prospect opens your email, they need to understand exactly why they have received this message and what they need to do if they want to act on this email. Remember, the vast majority of emails, 84%, are being skimmed. Therefore, you need to structure the email so that the most important information is easy to find. Consider the following structure for your email: a quick introduction about why the email was sent and then offer some clear value. Finish off with a call to action which could be something like signing up for a demo, a Zoom meeting, or even a phone conversation. Even though your email may not contain something revolutionary, be sure to be straightforward and provide real value.

Emphasizing One-Way Communication

A lot of sales emails are written in a way that merely provides the prospect with information instead of trying to engage them in a dialogue. A good way to fix this would be to offer the recipient an easy way of reaching out to you. If you have sent some emails to your prospects and have not heard back from them, consider sending them a follow-up email containing some potential options for continuing the dialogue. These options could include things like setting up a call, receiving another follow-up email next week, and also whether or not the reader is interested, which will let you know whether or not this particular lead is viable. This way all the recipient needs to do is select the option that best fits them.

Overthinking the Wording

When you are sending out emails to prospective customers, especially if it’s very big ones you are trying to get, it can be easy to get bogged down deliberating every single word. The result is an email that sounds stodgy and awkward. You need to remember that writing an email is not an exercise in creative writing, but rather a friendly chat between two colleagues or acquaintances. Therefore, the next time you write an email, reread it and ask yourself whether or not it would sound strange if you said it to someone in face-to-face interaction. If you wouldn’t say something to someone during a physical meeting, then you should not include it in the email.

Remember, the goal of the email is to make a genuine connection with the recipient. So don’t try to be overly professional, or use sales jargon or catchphrases that you would never say in real life.

Lack of Personalisation

One of the biggest mistakes a lot of sales professionals make is that they do not spend enough time researching the person they are corresponding with. Even small details about a person’s personal or professional life could make a big impact on their interaction with your email. A lot of the information you need can be found through a simple Google search. Think about questions like where are the prospects from? What sort of companies do they work for? What do they post about on public social

This post was originally posted by u/colin_stevens in /r/salestechniques on reddit. You can see the original thread here.

Sage 300 People: How to set Web Self Service – Password Protected Payslip Print

Password protection is available for the payslip functionality on Self Service. If you download or email your payslip from ESS, the system will request a unique password to be entered for the specific payslip.

Here is how to set it up

The password is not mandatory, and ‘No’ can be selected should you not require a password to be added to the payslip. If no password is added the payslip can be viewed without entering a password.

Click Yes if you would like to protect your payslip with a password

If you add a password to the specific payslip download or email, then this password will be requested each time this payslip is opened. Should you forget your password you can download or email the payslip again and enter a new password.

When the Payslip is opened the system will request a password before the payslip can be opened.

Enter required Password

Click Submit

Sage X3 Life-cycle Policy

The Sage X3 Life-cycle Policy is designed to provide consistent and predictable guidelines on the availability of maintenance of Sage X3 versions. This policy document outlines how long each version of Sage X3 will be covered by maintenance support, allowing you to effectively plan your software investment and avoid any gaps in support.

  • This policy applies globally to Sage X3.
  • This policy applies to all Sage X3 versions up to and including Version 11, and Sage X3 Version 12 on wards.
  • This policy excludes solutions that are supplementary to Sage X3 such as third-party products and services, or embedded components.

What is a life-cycle policy?

A life-cycle policy formalizes a software vendors procedure of withdrawing maintenance support for software versions that are behind the latest release.

The Sage X3 life-cycle policy specifies how long maintenance support will be available for a release of Sage X3, from when the product is available for purchase to when it reaches the end of maintenance date. It is designed to provide consistent and predictable guidelines on maintenance support of Sage X3 versions throughout the life of the product. Click Sage X3 Lifecycle Policy for downloading the detailed Sage X3 product policy by Sage.

10 common supply chain challenges and ways to resolve them

As we navigate through the COVID 19 pandemic, companies have had to take a hard look at their inventory management systems. Timelines, trimming costs and smart inventory control are the hallmarks of a business with remarkable profit margins in the post COVID world.

Here are 10 most common inventory management problems that a business may face and tips on how you can solve them

  1. Need for supply chain transparency: End-to-end supply chain visibility is key to maximizing efficiencies and your future risk management efforts. Businesses must map their business processes, from concept to customer, to be in control of timelines and make more educated situational pivots.

  2. Missing the bigger picture: Data intelligence is important at every stage of your business. From marketing analytics to inventory quantities to profit margins, all information is important. Supply chain data and context is most of the times ignored as insignificant, but overlooking supply chain data is a big mistake. Make sure you’re utilizing supply chain data appropriately to make wiser business decisions.

  3. Not accounting for business disruptions: Not having pivot plans in place is a sizable risk towards running a smooth business. When the inevitable happens, you will be prepared to keep your customers from being affected. Pandemics like COVID 19 are an eventuality and as much must be factored into processes as much as possible.

  4. Choosing too many partners: Although you want to be prepared, there is such a thing as having “too many cooks in the kitchen.” Too many vendors introduce more complexities to processes. Investigate and find your right balance. Data is going to be your savior in finding the sweet spot and choosing the right partners.

  5. Going lean without supporting infrastructure: COVID 19 has forced businesses to go lean. Here is the dichotomy, lean is good, but being too lean can cause issues. Granted, going lean is desirable to save costs, however going lean without the right systems in place can cause disruptions and bottlenecks to an otherwise smooth operation. Make sure you have the right processes and systems in place to support going lean.

  6. Lack of proper security protocols: In 2021, ransom-ware & phishing attacks are an eventuality. You must have proper processes and systems in place for a) avoiding getting infections in the first place b) recover with minimum disruptions in the event of an infection. The number of businesses that we see without a coherent strategy in this department is too () high.

  7. Lack of optimized business processes: Understanding what comes before AND after your business is crucial to optimizing your supply chain and business plan. (After all, loss of revenue can occur when a customer returns a product.) Prepare for this with a supply chain that is optimized from concept to customer, and beyond.

  8. Not aligning application design to a business strategy: If your supply chain is only aligned with one specific type of business, it will be difficult for you to acquire or change to other products or businesses in the future. Understand your long-term growth plan, and align your supply chain for now and the future.

  9. Not creating effective vendor relationships: Yes, price is definitely important when choosing a supplier. However, employee relations and customer service also are important. Finding someone who is willing to be a partner is much more beneficial to your overall business than a few pennies saved.

  10. Operating in silos: Organizations that operate as networks operate much more efficiently than organizations that operate in silos. Make sure your teams are collaborating with one another and are customer-centric in their approach. The right combination of business suites will make all the difference.

Have you faced any challenge from this list?

Do you think we missed something?

Want some guidance on how to solve any of these challenges?

Drop us a line, we’d like to help.

Employee Management – Historical Payslip Print

Here are the steps you need to take to print history payslips on Sage 300 People for an employee.

Expand Employee Management Double-click History Payslips > Select History Period for the relevant Company Rule > Click Search > Click on the employee > Click Payslip Detail







To print the payslip for the specific employee for the selected period

Click Print Payslip button










Printing a History Payslip of all employees

Expand Reports > Double-click All Reports > Expand Payroll > Expand Payslip > Select Payslip > Click Open Print Form









Report Selection screen > Click Custom Period > Add Filter on the Company Rule if needed > Add Filter on Pay > Period and select the relevant Pay Period for the selected Company Rule > Click Preview

How to resolve “Due date being paid INVXXX” error while using the manual matching function

Described further are the steps that you need to take to resolve the “Due date being paid INVXXX” error message when using the manual matching function

Some important pointers

Use caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions. If necessary, seek the assistance of a qualified Sage business partner, network administrator, or Sage customer support analyst. Before you undertake any of the following steps please make sure you have all the necessary back ups in place. Make a list before you start, if there is anything that you aren’t sure of, please contact us.

Please take a note, steps listed ahead require knowledge of database engines and application databases (DBs) such as Microsoft/Transact SQL, Pervasive SQL, or MySQL, etc. Incorrect application of these steps may result in system breakages and Evomatiq Business Solutions assumes no responsibility for errors resulting from changes to the database engine or DBs. Before making changes, backup all system and application DBs required for a full restore.

If you are unsure of anything, contact support for assistance



  2. When prompted for table, type GACCDUDATE in the table field and click on OK.

  3. From the right menu, CLICK on SELECTION.

  4. Enter NUM=’XXXXX’ (where xxxx is the invoice number, payment/receipt number)

  5. Verify you are on the correct line by comparing the value. If you are not on the correct line, use the arrows at the top left to change

  6. Delete the values in the fields TMPCUR, TMPLOC, and If using v1.4 or v5, TMPRPT
    Note: Do this for each of the lines of the NUM the by clicking on the Next radio button at the top of the screen.

  7. Verify that the FLGCLE field has a 1 in it. If not, change it to a 1.

  8. Try again, the issue should now be resolved.

Sage X3 “Unable to get the Add property of Workbooks class”

While trying to run any Sage Intelligence standard reports in Microsoft Excel 2007 you might come across this error: “Unable to get the Add property of Workbooks class”

The issue is caused when Excel 2007 fails to recognizing the XLTM template. Before you move ahead with the steps mentioned below, please ensure that you have the appropriate backups in place.

Follow the steps mentioned below to resolve this error

1. Navigate to the Sage Intelligence templates folder. You will find the location in the Report Manager under the Template Storage Location field.

2. Open the Dashboard Analysis AR 3-8 Report in Excel.

3. Click on Save.

4. Click on the drop down option under Save as Type.

5. Select Excel Macro-Enabled Template (*.xltm).

6. Click on Yes.

7. Click on Save.

8. Select the location, you can save it on your desktop for the time being. Ensure that it’ s the same name as the original report.

9. Copy the report from your desktop and paste it to the original location found in step 1. Replace the current report.

10. Rerun the report from the Report Manager.

How to Upgrade Sage 300 People Standalone

Here are the steps for upgrading Sage 300 People Standalone. Sage 300 People is an industry leading human resource management solution, you can get an overview here. Please make sure you have the necessary backups in place before you undertake any of the following steps.

In the Installation Instructions below we are assuming that the Sage 300 People is installed in the C:\Sage\People folder. Sage 300 People Standalone is normally installed on the Standalone Workstations or Remote Desktop Services.

Step 1:

Make a SQL backup of the Live database.

Step 2:

Run the PeopleAppSetup.exe application file on the Sage 300 Remote Desktop Services server. 

Step 3:

The Installation Wizard will open. Select ‘Next’.








Step 4:

The installation will take some time to run. Select ‘Next’ to start the installation of the Sage 300 People Standalone application.







Step 5:

“Completing the Installation Wizard” screen will open. Select ‘Finish’.   If the ‘Run People’ option is ticked the Sage 300 Standalone application will open automatically when ‘Finish’ is selected.







Step 6:

Login with a Sage 300 People Administrator account.







Step 7:

Select ‘Yes’ to upgrade the People SQL database, this will take some time to complete.




Step 8:

The SQL Scripts will be executed for the People database upgrade.







Step 9:

When done, the ‘Update Complete’ screen will display. Select ‘OK’.





Step 10:

Login with a Sage 300 People Administrator account.







Step 11:

The Report layouts will now update and you are done.


How to create a workflow that will email an invoice to a customer?

Sage X3 Business Cloud has a number of add-ons that you can take advantage of to streamline emailing your documents to your customers, such as EDD, EDM, PIA, but in standard X3, a workflow can be setup to email a single document like a Sales order invoice to a customer in an automatic way, by following the steps below.

Now before you go about any of these steps, make sure you have proper backups in place that you can roll back to

Email settings in place?

Without proper workflow email validation links in place this post will not work. So first let’s go about making sure you are the right links in place before moving further.

When setting the worklfows for Sales Order and Purchase orders, the system generates two links sent on an e-mail so the Signing User can Approve or Reject the Sales order and/or Purchase Order. If this is not working its an indicator that proper links are not in place.

  1. Make sure that the X3 Web Services are installed on the SAFE X3 management Console.
  1. Log on your Sage X3 Server.
  2. Open the SAFE X3 System Management Console.
  3. Select the WEB Servers option
  4. Check if there is a Web Server configured.
  5. Take note of the Port used to connect to the Web Server. This will be used in the configuration steps below.

2 Enter the proper parameters on your Production and/or Test Folder

  1. Go to Setup, General parameters, Parameter values.
  2. Double-click SUP Supervisor to expand it.
  4. Select the Group WRK, the right click and select DETAIL.
  5. On the parameter values window, enter the following information ( remember that the names has to coincide with the server settings on the X3 Console)
    1. Parameter SERMES : enter your e-mail server name or IP address
      • If you don’t user an e-mail server, enter RELAY.MAILINTERNAL.COM   
    2. Parameter WRKRMTDIR: [install drive]:\Sage\[SolutionName]\FOLDER\[foldername]
      • Example: E:\SAGE\SAGEX3V7\FOLDERS\SEED   
    3. Parameter WRKRMTHTTP: <<SERVERNAME>>:<<PORT CONFIGURATION>>/sdata/x3/erp/<<FOLDER>>/$service
      • For example: localhost:8124/sdata/x3/erp/<<FOLDER>>/$service
      • Legacy parameter. Leave blank in v7 and above
      • For example: Same server name as above (not including http://) and the port shown in X3 Solution’s Main Processor section.
      • For example: Same server name and port as above (not including http://). Note: This IP address must be able to be “seen” externally from your domain.
      • For example: Same server name and port as above (not including http://).
  6. Click OK to close the page.
  7. Click SAVE to save the changes.

Workflow setup

Now that you have the appropriate email settings in place. Setup a workflow based on the APRINT workflow, but to print a specific report.

  1. Open Setup, General parameters, Parameter values.
  2. Expand SUP chapter and click on Action button for the WRK Group.
  3. Verify that you have an email server entered for parameter SERMES.
  4. Click OK.
  5. Click on Action button for RPT Group.
  6. Verify that ASAIDEST parameter is set to No.
  7. Open Setup, Workflow, Workflow rules.
  8. Select APRINT workflow.
  9. Create a new workflow by changing APRINT name to a new name.
  10. Set the condition on the header to only run when using your report, for example, 


  • Note: You may also want to either deactivate APRINT or add [F:ARP]RPTCOD<>”SBONFAC” so that only one workflow is triggered. Also, double check that you did not make a typo. Typos will result in no error messages being displayed to warn you. Emails will simply not generate.
  1. On the Recipients tab, select [F:SIH]BPR as the recipient and the appropriate function.
    • Note: Again, double check that you did not make a typo.


  1. On the Message tab, verify that GFILPATH is set under attached documents.
  2. Click Save and Validate.
  3. Open Common Data, Customers, Customers.
  4. Select the customer you like to email.
  5. Click on Contacts tab and select the contact you like the email to go to and set them to the same function as the workflow function( in this example, Buyer).
  6. Open Sales, Invoices, Invoices.
  7. Create a new invoice for the customer above.
  8. Click Print to print the invoice.
  9. Select SBONFAC report( this is the report we set as part of the workflow)
  10. Choose output of Message.
            Note: You may also create destination that defaults to Message.
  11. Click Print. If everything was set up properly, you should receive a popup box showing you which email will be sent the attachment. Click OK.
    • Note: If you do not receive this popup box, you either made a typo in one of the above sections, or you did not set up your email settings correctly. See linked article 56835, titled,”HTG – How to properly setup workflow email validation links to work.”
  12. Your customer will receive an email with the attached invoice.

Important Points


  • The link which is generated is based upon the link used by the user signing into X3. For example: If the user logs in via http://localhost:8124, this will be part of the signature link. Localhost is not resolvable outside the domain.
  • You must print from the actual invoice (Print>Record) to pull the email from the recipient.
  • The workflow will only generate one file and one email. It will choose the last email it finds if it finds multiple.
  • To know if the email is successful either add yourself as a Copy recipient or mark the Debug mode check box on the General tab of the workflow rule to receive a trace file.
  • You cannot customize the name of the attached .pdf file without modification to the code.
  • If you’ve set an SSL / HTTPS external website as the entry point to X3, the parameters need to have its address as the server.

    (This solution is for v7+)


    Description Value
    AWRKSYRA Syracuse server https://MyExternalserver.com/trans/x3/erp/[foldername]
    WRKRMTDIR Workflow links directory <same as above>
    WRKRMTHTTP Workflow links HTTP address MyExternalserver.com:443/sdata/x3/erp/[foldername]/$service
    WRKRMTMAC Serverworkstaton workflow II <not used in v7+>
    WRKSINTER Internet workflow feedback MyExternalserver.com:443/
    WRKSINTRA Intranet workflow feedback MyExternalserver.com:443/

2021 PU2 onward change of web screen report printing process in Sage 300 Cloud

2021 PU2 onward change of web screen report printing process in Sage 300 Cloud

In previous versions of Sage 300 Cloud web Screens reports were generated in preview automatically in the same browser tab. However, after installing 2021 PU2, the default Export Report screen will be loaded into a new tab in your browser. You will now have to select the export format for the report and the export file will be downloaded to your downloads folder. To print a hard copy of the report, export your report to PDF first, then print it to a printer from the PDF.

How to work with the new changes

A note of caution, follow proper backup process and have a roll back point ready before you make any of the following steps.

Now, if you do not like to choose a different format to export to each time, you can configure the Export Report function to just export the report using the default format selected, perform these steps:

  1. Find the web.config file from the \Online\Web folder.
  2. Open the web.config file with a text editor.
  3. Search for the key: ReportPromptForExportFormat
  4. Change the value to: False
  5. Save the change.
  6. Restart IIS.

If you want to change the report format to a specific format, perform the following steps:

  1. Find the web.config file from the \Online\Web folder.
  2. Open the web.config file with a text editor.
  3. Search for the key: ReportDefaultExportFormat
  4. Change the default format value 5 to the one of the format values from the list above.
  5. Save the change.
  6. Restart IIS.

Format values available:

  • 3 = Word
  • 4 = Excel format
  • 5 = PDF format (Default)
  • 8 = Excel record
  • 10 = CSV format
  • 13 = XML

Please note this feature will be added to 2020.6 (PU6) also and it is expected to be released in August 2021.

If you’d like more assistance in sorting this out, please contact us on hello@evomatiq.com