Clay vs. Salesloft vs. Yesware

Sales automation is the most suited use case of Clay. You could generate GTM motions that are auto triggered by the signals, so you could actually create workflows that are triggered on specific signals. For example, a company gets new funding, you can reach out to the company within in a matter of minutes and you can track a lot of news that's happening on Google or using RSS feeds. You can patch that news into Clay and then manipulate that and get insights out of it. The second best use case is the data enrichment or data cleanup. Usually companies have CRMs with messy data. You can import that. Clay has native integrations with Salesforce, HubSpot, Pipedrive, Marketo, and you can import those lists into Clay and then clean the data, enrich the data, and then push that forward, update the data in the CRMs. That's the second best use case that I use it for and would recommend it for.

Incentivized

I find it to be the best resource for scheduling calls with clients. Specifically when the call includes multiple people using Salesloft, it's so simple and easy to use to send open times to client and then to be able to send active links to the client where with one click the calendar invite shows up on my calendar? it's the best most efficient tool I have in my toolbelt at the moment. When it comes to logging, it's also simple but I wish I could add a contact to SL from the Microsoft integration.

Incentivized

It works for my company and my problems. If you need a Sales CRM you can go for higher-end products that will give you what Yesware gives along with other stuff. Wherein we had specific problems we wanted to solve. -We needed a solution for a smaller team within our bigger sales team. -We needed a solution to be easy to use point and click and did not require any setup. -We needed to have a better solution to YAMM.

Incentivized

• Pros, I think there are a lot of pros, so I mentioned a couple of them already, so being able to use different data providers. I think being able to massage the data, I call it a data orchestration where I can get different points of inputs of data. I can throw everything in Clay and then I can make all the changes before I use them for campaigns, for email, for LinkedIn, for whatever reason I'm going to use my data, but it's really easy to enrich, it's really easy to do research. It's really easy to build agents that tie to each row in your dataset, like there are a lot of things that you could use it for that are huge pros.

Incentivized

• Salesloft enables us to outreach at scale.
• Salesloft helps us identify our warmest, most buyer ready prospects to streamline our outreach.
• Salesloft helps us to identify quickly areas to course correct and provides the necessary data to do that.
• Salesloft also surfaces data around outreach so we can ensure we are targeting our team with sensible KPIs that connect to our business goals.

Incentivized

• Tracking open rates, link click rates, and reply rates. This allows us to compare different templates in order to see which allows for the most interactions and meetings set directly from email engagement.
• Seeing exactly when someone opens an email and whether it is in their normal location. Also if they are opening on a mobile device versus a computer to be able to organize the set up of the email in a more beneficial way.
• Being able to save Templates for Mail Merges to avoid the duplication of effort that other mass email systems utilize.

Incentivized

• A max column limit. I run into the column limit all the time and kind of have to figure out using multiple tables. Just bugs really. I mean if you start getting too crazy on it, I feel like takes a long time. You can't really identify that it's working or if it's not. So that kind of slows things down a little bit.

Incentivized

• Would be nice to have custom reporting available. Coming from Salesforce, the included canned reports are useful but I like to roll my sleeves up and build exactly what I want.
• Conversations will record meetings booked via MSTeams but requires the BDR/SDR to hit record. Other solutions (e.g. Chorus.ai) join as a participant and don't require a user hitting the "record" button. We have to change our flow to make this work and it is a bit clunky.

• The ability to unwrap iframe embeds on email (e.g. if I send a Vimeo link over email, have that video thumbnail show and link out to a video)
• Removing recipients from a campaign. If my ruleset is to remove a contact from a sequence after he/she replies, sometimes a person will reply from another email and Yesware doesn't recognize it. (e.g. if I add jeff@amazon.com to my campaign and jeff.bezos@amazon.com replies to my thread, Yesware will still send an email to jeff@amazon.com unless he is manually removed)

Incentivized

The software is well suited in lead scoring and workflows management. Product reliability in customer outreach management and segmentation. The product is worth it from pricing to quality ecommerce services and automation of processes.

Incentivized

SalesLoft is absolutely VITAL to our daily operations. We could not function without it or a program like it. Speaking as a Sales Person who has had to operate without a product like this, the difference is night and day. The ability to stay organized, automate tasks, easily log activities and notes, review calls, and coach team members is an absolute gamechanger.

Incentivized

I like the product, but due to the limitations I don't love it. I'm curious to revisit other options, particularly in lieu of Yesware's recent price increases (although I'm on a legacy plan). Some of my challenges to be browser related (I'm on an older computer) -- I'll have to see how things go when I receive my new computer. If the glitches (especially with regard to tracking accuracy and send later feature) go away, I'd be much more inclined to renew

I think it's actually before the launches today, I would say eight, but after they launch, what's the name of the product? I dunno if it was the web intent or the sculpture. 10, because I think that the sculpture was the missing part of plates till now.

Incentivized

Drift was extremely easy for both our demand gen team and SDR to jump right into. It was feature rich and purpose-built for marketers—it was remarkably easy to connect our marketing automation, CRM, and more to the platform and get everything to work together. Now the ability to create digital experiences and conversation landing pages is democratized—empowering our team to do better work and provide better prospect/customer experience.

Yesware is easy to setup and get connected in existing systems. We were able to get started sending the day we puchased our subscription because of the addon for Gmail and easy connection to our CRM. It's also very easy to use in the day to day, kicking off campaigns and seeing their status to as about as easy as it gets. I have not concerns about usability

Incentivized

The availability is pretty good, we do sometimes have errors or delays in syncing activities but nothing that has been too detrimental to our workflow. Most recently we had an issue with Lofting through Outlook due to a change in security token that took a few weeks to resolve but it is fixed now.

Incentivized

Yes timely and easy to use. The only delays we have are when we run our big month sales blitz and activities take some time to sync to the reporting as well as SalesForce

Incentivized

The support team was very responsive but at the end of the day they took a long time to fix our issue. The issue did get fixed, though, so that is what matters. Very nice people who are there to help in any way they can.

Because it deserves this rating. The features and functionality provided are great. Our Sales team is very satisfied with this software as it integrates very well with our other software like Outlook, Salesforce, etc. Yesware provides great follow up with customers, which is essential for sales. Meeting scheduling is also flawless.

Incentivized

We had some virtual training with our CSM which was very well constructed. It took some time to get into the full swing of things but with a few weeks of hands on experience I was feeling confidant. The SL team was always available to answer questions or jump an a call to walk us through stuff. I also used the Customer Help Center for a few self guided learnings on how to use specific features related to reporting and team management.

Incentivized

must invest time and effort in define the best way to integration with Salesforce in order to get data visualization

Incentivized

Honestly, not really any alternatives. I would find it really difficult to think of an alternative because if you have the right pick, basically the cost of switching for me is just too much to look further. So I'm really happy with what I'm getting for my money basically. I haven't really tried any alternatives. I wouldn't even know any alternatives to be honest.

Incentivized

Salesloft blows outreach out of the water in all aspects. One of the biggest issues I had was their unwillingness to listen to customer feedback. I had requested several small changes to be made when I had previously used the platform that unfortunately fell onto deff ears. I am much happier using Salesloft and the positive results I've experienced are a direct result of that.

Incentivized

All of these tools do what Yesware does, and more; but Yesware does the follow-up email portion best, in my experience. It is reasonably priced and is regularly adding new functionality to make it a sticky license for us to have. Yesware does not have predictive analytics or a particularly strong dialer solution, but it does provide team-wide and template efficacy tracking, and a basic dialer.

Incentivized

The scalability was pretty good, we started with 4 or 5 users on one team and scaled into 30+ members across 3 teams

Incentivized

• When I ran something by accident and I can stop it, it consumes credits
• Sometimes I think the integrations are running and digging into the table I realized it stopped running without noticing and it delayed my daily send quota
• Positive: is the first time I can do data research this fast and accurate

Incentivized

• I have been with a company that was using Salesloft, but moved to a competitor. I can't say it was exactly the competitors fault, as a lot of other internal changes were happening, (hence leaving the system that was working well), but we had the worst sales year in company history that year. Reps who consistently performed at or above quota were suddenly struggling to keep their pipelines in order, and the middle of the pack reps were going on PiPs and being let go.
• Is it the dialer, or the leadership? You decide.
• But the leadership also changed the dialer - so maybe it's both?

Incentivized

• I think net positive ROI from generating meetings that lead to closed deals. Ultimately very difficult to quantify the ROI since it is essentially automating a lot of the manual prospecting done by BDRs/AEs - so ROI is likely higher than just that quantifiable number around deals closed.

Incentivized