Likelihood to Recommend
Saleo is well suited for SaaS businesses who want their SolCon and Sales teams to demo out of a real production account, not a fake one. With Saleo our commercial sales team can easily select an Industry template and go...literally no prep to show the product with industry data. Our SolCon team can build out a custom demo with the customer's data in a few minutes. There is also a sharing feature, so if someone built something cool they can share it with everyone. Also, our product marketing team has started using it for screenshots and videos.
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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 Industry Templates that can be easily shared and used by sales Creation of custom demo's by Sales Engineers in minutes Reducing prep time for demos. Click on a template and go. 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 When we first rolled out, it was hard to changing a data point in multiple places quickly. This was just fixed by the roll out of personalization strings. We have very complex tables. At first the table editor needed some help handling the nesting. The newest release of Saleo fixed the issue we had. 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 email@example.com to my campaign and firstname.lastname@example.org replies to my thread, Yesware will still send an email to email@example.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
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.
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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 Alternatives Considered
Our CRO did not like using video recordings. He felt that would backfire on us. Our CTO would not allow us to make a copy of our application or it's data, so most of these solutions were eliminated. Saleo is the only solution that lets you demo out of a production account with no videos or copies of your data
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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 Return on Investment We've reduced prep time for demo's by hours per demo Our commercial sales (velocity business) now demo's on their own with no help from SolCon For large enterprise deals, we create a custom demo every time now. That was not possible before Saleo 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