Likelihood to Recommend Excellent as a customer relationship management tool, sales forecasting, building better sales plan for the entire deal lifecycle using critical and complex data, a 360-degree comprehensive view of vendors, partners, customers. Ensuring high standards and consistency is maintained in pricing so that quotes are competitive for prospective customers. At the end of the day, this is an excellent tool for selling and closing deals while being able to access needed information in one place.
Read full review 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.
Read full review Pros Easy to sell products[.] Build customers and make customer hub[.] Tracking the sales cycle from marketing to sell the product[.] Build Reports and Anayltics related to opportunities, leads, and service requests[.] Getting customers issues after and before selling[.] High ability to integrate with Oracles other products and 3rd products using Rest and Soap APIs[.] Restrict users using RBAC role based access[.] Read full review 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. Read full review Cons I would like to see more integration with other CRMs such as Salesforce. We have each business unit built into Salesforce and it can track the amount of gross profit that flows through our Oracle database. It then further it trickles to each sales rep and what they've closed during their time at the company. These figures are not always accurate. It be difficult navigating to accounts and drilling down into each specific customer to understand details. Simon Vargas Director Of Business Development - Operating Room / Urology / Vein Therapy
Read full review 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) Read full review Likelihood to Renew 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
Read full review Usability Overall our organization has completely moved to Oracle CX Sales and now is able to utilize the latest technology backed by AI to provide a much better experience to customers and saving money at the same time. So it's a Win-Win situation. I believe there is a slight learning curve to derive [the] full value out of this but once you are there, you can delight your customers.
Read full review 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.
Read full review Performance Some of the more complex customer reports we have created are slow to run at times.
Read full review Support Rating The support the Oracle team gives is generally very good. They are patient, willing to help, and their training methods are collaborative and inclusive. They have conducted multiple support sessions and it’s always been a great user experience. The stellar team [is] always on hand to lend support when the right time comes and their helpdesk is always on hand to help.
Read full review 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.
Read full review Online Training Excellent online training material. On-demand always helps to access anytime, anywhere. Also, it is essential that in this day and age, video tutorials with actual product screenshots make the learning more useful and fun at the same time. Certifications help test knowledge gained during these tutorial sessions. This was a blessing for fresh users.
Read full review Implementation Rating If you have never used a CRM program is is hard to know exactly what you need. We had lots of changes during implementation and even more afterward once the users started working in it everyday. Also the partner we used didn't inform us about Allotments and not being able to Batch delete custom objects (you can now in recent releases). There were so many unknowns, that if I had it to do over, I would educate myself more and ask more questions of the partner that we used for implementation.
Read full review Alternatives Considered As compared to other CRM, this happens to be one of the best and most affordable as there are some cons, but the pros are great, and I have seen an increase in sales by using this platform. It works great for the sales process from start to end, like lead generation to closure.
Read full review 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.
Read full review Contract Terms and Pricing Model When we purchased this system it was one of the more expensive options in the market. However, with an adjustment in service and a relative price structure, this has become a lot more cost-effective over the past few years. It’s now more of a middle-ranking in the pricing structure and I would definitely say this is value for money.
Read full review Return on Investment We can very easily pull up a customer's order and provide any detail they need. The time this saves compared to manually tracking customer orders and accounts is incredible. Knowing exactly who is contacting customer service and what their orders status is before answering the calls makes the customer service reps job much easier than before. Read full review 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. Read full review ScreenShots