The HG Insights platform provides a view into global industries, markets, and companies allowing users to identify the most valuable opportunities and build strategies to maximize revenue and accelerate growth.
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Yesware
Score 8.2 out of 10
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Yesware, from Vendasta since the October 2022 acquisition, is a service for salespeople that helps them close deals faster. An email service tracks email, templates responses and syncs to CRM.
For someone working in B2B IT Marketing, the HG Insights Platform has a wide range of data available that is suited for both a data level employee as well as an ISR. The one draw back is the integration with SFDC isn't as great as we'd like, meaning it is more manual for us to run propensity models using more than one source of data.
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.
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.
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)
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
It’s very easy to use, and the team is very responsive and friendly to work with. The information is unique and usable and can complement some of the data we get from call recordings. The integration with Salesforce is easy to implement and offers good insights into our database.
Pretty good overall, but again it needs some tweaks to ensure user frustration is kept to a minimum. This would go back to the autosave feature I mentioned which would immediately be a value add but not something that should need a user to move into a paid tier.
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.
- Sales Intel seems to be more of a direct competition. Their human research seems to be something interesting. Also the claim to focus on firmographics - We went with Bombora for intent technology in the past - We did not move forward with 6sense
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.
I don't massively get involved in financial matters, but the propensity models we use internally to help run our campaigns are certainly a big factor when our sales people approach our clients.
Every campaign sold now comes with a flat data fee for us to run and use a propensity model for the activity we complete on behalf of our clients.
Whilst the client will never see the raw data behind the model (of which HG does play a part along with our other data sources) they are briefed on the methodology and reasoning behind them.
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.
