Likelihood to Recommend More Appropriate Scenarios: 1. It helps in visualizing opportunities with our customers that help us strategize and execute good sales activities to drive our business. 2. It helps in improving the flow of communication between the different departments. 3. It is extremely easy to log call notes and schedule future calls so we never miss an opportunity to reach out to our customers and get the sale. 4. We can create reports that show where my sales are up, and down. It allows me to focus on customers that are down in specific categories and pinpoints the exact products. Less Appropriate Scenarios: 1. The pipeline is very basic which is a bit of a let-down as this is a function we require so have to use a stand-alone product for this. 2. Difficult to pull specific information about a group of customers.
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 It helps me to sell more and makes me more organized to prepare myself for sales calls It helps to manage each lead in a proper manner and create a proper funnel of lead from suspects to get mature It helps our sales team to create campaigns 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 There is no free trial for this product even though it's a CRM The pricing is very high compared to its competition. The pipeline is very basic which is a bit of a let-down as this is a function we require so have to use a stand-alone product for this. 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 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 Support Rating 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 Advantages: 1. We can create reports that show where my sales are up, and down. It allows me to focus on customers that are down in specific categories and pinpoints the exact products. 2. It is extremely easy to log call notes and schedule future calls so we never miss an opportunity to reach out to our customers and get the sale. Disadvantages: 1. There is no Free trial for this product. 2. The product cost is very high compared to the competition.3. Integrations & Plugins is not match to it's competitors
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 Return on Investment As I user I can't say if it has a positive impact or a negative impact 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