Yesware Reviews and Ratings

Use Cases and Deployment Scope

Yesware is the perfect tool to integrate with Gmail, and gives you quick access to email tracking, email templates, and meeting scheduling functionality. I'd summarize it as the additional things you wish Gmail could do, or having a mini personal assistant to help make the mundane things just a little bit faster.

Likelihood to Recommend

If you need to improve your day-to-day life, want email tracking, want access to email templates, and want a way for your customers to schedule meetings on your calendar, then this is a great tool. If you want something with a bit more functionality, there may be other solutions out there for you.

Use Cases and Deployment Scope

We use Yesware for email sales sequencing and tracking. It helps us automate sequences while helping us personalize and track our messaging as well. All of our salespeople use it to get more emails out each day and ensure we can follow up in a more detailed way with prospects who are engaging with out content. All our sales sequencing goes through Yesware.

Likelihood to Recommend

I would recommend Yesware for teams who are looking to begin with email automation and want to increase their reach via email. There is so much room for growth if you are not yet using a tool like Yesware for sending and tracking. It may be less appropriate if you alread have an email automation tool that also assists in automating other steps in sales sequencing.

Use Cases and Deployment Scope

We use Yesware to organize and send out our mass outbound campaigns via email. It does have capabilities to build in phone and LinkedIn campaign steps but cannot do them for you. We primarily use it for an automated cold outbound email to reach more prospects without manual efforts from the team.

Likelihood to Recommend

Yesware is well-suited for teams looking to begin using automated outbound email campaigns and for organizing the sales team's outbound process. It is best suited for mass outreach and for tracking engagement by prospects. It is not well-suited for teams with heavy cold-calling campaigns or for one on one outreach.

Use Cases and Deployment Scope

Yesware is an organization tool for the sales dept at my company. Through it, we are able to send mass emails out to customers, track their clicks and responses, and see their open rates to get a better insight into what is important to them. We are able to address what verticals and/or topics stand out the most to their organizations in particular, and send info that suits their needs.

Likelihood to Recommend

The interface needs updating when sending out large campaigns to hundreds of potential clients. Sometimes, I would preview my email and all looked correct. After I'd sent the emails out, the formatting was off and sometimes the image I inserted on the template didn't show up properly. This caused my email to look unprofessional. Other than that, Yesware has been an amazing tool to use and help keep my workflow stay organized.

Use Cases and Deployment Scope

Yesware allows us to keep track of prospects and their interest level over long periods of time as we have a long sales cycle and work with multiple stakeholders. Yesware lets us know if our prospect's interests and, therefore, our deals are still alive and if the stakeholder is circulating our content and proposals throughout their organization by seeing how many are open, where, and even what time.

Likelihood to Recommend

Very likely recommend I have been to my team, colleagues, and organizations for years. Every salesperson, I you are doing deals in four figures or seven figures, needs this tracking to see if your messaging is resonating, if your prospects are opening your comms, and as an easy way to trigger account management interventions and new biz follow-ups.

Use Cases and Deployment Scope

I frequently send emails with similar subject matter, and my primary use of Yesware is the Template tool. This tool allows me to insert a template and customize certain fields, saving me time and allowing me to complete my tasks faster.

Likelihood to Recommend

Yesware is a great tool for sales teams. The Campaign module is very helpful in setting up a sequence of messaging and creating an automated schedule.

If a recipient replies from an email alias, they won't be removed from the campaign, which has caused communication issues for me in the past. If this could be addressed, the campaign tool would be nearly perfect.

The nature of templates and campaigns lends itself to be tricky to use as a team if you want to modify or personalize the templates. But for quick emails that need to have the same messaging, the Template tool is super valuable.

Use Cases and Deployment Scope

Yesware is used to create and send out email templates within the Customer Success team. These templates are great because they provide the basic details of the message but also still allow each CSM to personalize the message before sending it

Likelihood to Recommend

I always found Yesware to be very easy to use and used it daily. It was great for creating template that the CSM team used on a regular basis for QBRs, upcoming events, follow up emails, renewal reminders, and more. The only thing that would have been nice was having a way to build out or start a campaign of emails, rather than just sending individual emails or a single bulk email. It would have been great to be able to automatically schedule a follow up emails

Use Cases and Deployment Scope

We use Yesware to track email opens and clicks and for putting prospect into campaigns. I use it on a daily basis and as a guidance to my sales process. Campaigns help us with an efficient cadence and tracking allows us to know who has received, opened and clicked our emails.

Likelihood to Recommend

Yesware is best suited when I'm in touch with a prospect and want to know if they've receieved my email and how consistantly they are viewing that information in that email. That helps me gauge how serious the prospect is and if they're even interacting with the information I've sent them.

Use Cases and Deployment Scope

We needed a solution for one of our teams that had recently started outbound efforts. Our problem was yet another mail merge being too simple and other sales products being too complicated or it required Salesforce along with it. Yesware was the exact platform that helped solve, campaigns, sequencing, email tracking, attachment tracking, etc.

Likelihood to Recommend

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.

Use Cases and Deployment Scope

I use it primarily to track opens and clicks when I am mid-sales cycle to gauge prospective buyers’ level of engagement. Love the insights it gives you when you track a file. A proposal, for instance, will show you what pages they viewed and for how long, etc. It really helps when you know they haven’t yet opened it so you’re not in a state of panic

Likelihood to Recommend

Very well suited for prospecting. If a prospect opens your email 10 times in a day or clicks something a ton of times in a week, that’s a hot prospect. If you send a proposal with pricing and they keep looking at the page(s) with pricing and you hear nothing, then you know that your deal is possibly at risk.