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Yesware is a versatile tool that has been widely used by various teams and departments within organizations. Users have found the product …
Starting at $19 per month
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What is Yesware?
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.
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Pricing
Pro
$19
Cloud
per month
Premium
$45
Cloud
per month
Enterprise
$85
Cloud
per month
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.yesware.com/plans-and…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $19 per month
Product Demos
Demo Diaries: Ep 043 | "Training Your Sales Teams To Understand Their Buyers"
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Live Demo of Yesware
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Yesware Demo - PremedRevolution.com
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What is Yesware?
Yesware is a service for salespeople that helps them close deals faster. This solution includes an email service that tracks email, template responses and syncs to CRM solutions.
Yesware is a Vendasta solution since the October 2022 acquisition.
Yesware is a Vendasta solution since the October 2022 acquisition.
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https://www.yesware.com/
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Yesware removes barriers to productivity and empowers teams to make smarter decisions, faster.
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Yesware Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS |
Frequently Asked Questions
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.
Yesware starts at $19.
Reviewers rate Support Rating highest, with a score of 8.2.
The most common users of Yesware are from Mid-sized Companies (51-1,000 employees).
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
Yesware is a versatile tool that has been widely used by various teams and departments within organizations. Users have found the product helpful in tracking email interactions, such as opens, clicks, and attachment views, to better gauge interest from sales prospects. It has also been used for mass communication and driving awareness and interest in products or services through outbound campaigns. Yesware's integration with Salesforce has enabled sales teams to track performance, manage leads, and automate tasks efficiently. Additionally, users have appreciated the insights provided by Yesware, allowing them to make data-driven decisions and improve their email content and subject lines for better engagement. Overall, Yesware has solved the problem of structuring and streamlining outreach efforts while saving time for sales representatives through its automation features and analytics capabilities.
Users commonly recommend Yesware for managing emails and sales purposes. They advise giving it a try as it is easy to set up campaigns and valuable for selling. Users find Yesware easy to use and a great tool, although they have encountered challenges with scheduling and attachment tracking. The ability to track emails sent and open rates is highly appreciated. Yesware is recommended for follow-ups, recaps, and prospecting, especially for sales purposes. Users suggest utilizing as many features as possible for insightful analytics and recommend providing feedback for product enhancements. Not using Yesware is seen as a missed opportunity, as it is efficient, effective, and productive for email communication. Users consider Yesware worth the money for tracking and responding to email messages. It is also recommended for tracking receipt of emails without read receipts, high volume email communications, leveraging templates, and B2B sales. Users mention the convenience of Yesware in tracking emails and setting up reminders for follow-ups. They plan to keep using Yesware as they have not found any other solution that comes close to its UX and functionality for Gmail users. Users advise starting with small campaigns and gradually increasing the number of emails.
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Score 7 out of 10
Vetted Review
Verified User
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.
- Organize campaigns.
- Track email opens.
- Save templates for commonly used emails.
- False tracking notifications on link clicks.
- Sending all emails immediately can hurt domain health.
- Deeper connections with phone or LinkedIn.
June 19, 2023
Say yes to Yesware!
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.
- Tracks email open rates
- Tracks click rates
- Mass email campaigns
- Organizational tool
- Being able to send mass flows, need better interface
- Inserting images in emails, sometimes doesn't show up
June 16, 2023
I heart Yesware
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.
- Sales resourcing.
- Lead tracking.
- Lead scoring.
- Better understanding or email forwards.
- Tie-in/integration with Active Campaign CRM.
- Bulk billing.
June 13, 2023
Easy to use email template tool
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
- Simple to use
- Templates
- Email tracking
- Campaign sending
March 21, 2022
Yesware keeps me on track!
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.
- Campaigns
- Touch cadence
- Tracking
- Email opens are not always accurate
- Campaigns can sometimes be thrown off with auto-replys
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.
- Email tracking.
- Sequencing.
- Campaigns.
- Pre and Post Sales Support.
- Occasional Lags for email templates.
December 08, 2021
Awesome for those who prospect a lot!
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
- Track opens
- Tracks clicks
- Dashboard
- Some companies have the ability to block the tracking, would love for Yesware to be able to get around this
- Integrates with Outreach but why then two solutions?
- Make sure you don’t have internal toggled on because it can confuse you as to who opened or clicked.
May 19, 2021
Email tracking and templates at its best!
It is being used by our Admissions Department to track emails to prospective students. We also use it to give each of the admissions counselors resources that they can send out to their students in the form of an email template. It helps us to make sure our communication to prospective students is consistent and saves the counselors time drafting emails from scratch.
- Email tracking
- Email templates
- Mail merges
- Not a fan of the transition to campaigns from mail merges. The idea is a good one but in practice it is much more clunky and often causes mistakes.
- I would love for templates to be smarter. Give the option for if-then templates.
- colleague tracking is annoying because it cannot specify which recipient opened the email if you sent to multiple colleagues.
May 13, 2021
A must have tool to improve sales results!
Our Enterprise & Mid Market sales teams utilize Yesware to create campaigns, view analytics to see what’s working and what’s not, & ultimately track prospecting activity / engagement (opens, clicks, etc.). It helps us understand who is more engaged than others to better follow up and prioritize outreach. It also saves us a lot of time by syncing with our Gmail & SF to automate a lot of tasks.
- Provides insights on which subject lines are resulting in the highest open rates
- Allows us to send proposals or any attachment and get granular data as to how many times it was viewed, how long they viewed a particular slide, etc.
- Track engagement
- Sending to multiple recipients: No insights as to which specific individual opened, clicked, etc
- Can’t track for some organizations that block the ability to do so (not really something Yesware can control)
- Direct dials from email inbox
March 31, 2020
Yesware's Email Tracking and Analytics Are A Must
Yesware was one of several email tracking tools we tried at my last job, and it worked extremely well to enable our sales team to communicate with prospects in a timely and professional manner. It allowed us to reach out to prospects when their attention was grabbed by our emails and made a cold call somewhat warmer.
- Email Tracking Notifications
- Create and Consolidate Templates
- Providing Email Analytics
- When you forward an email to a coworker, it marks it as if a client opened the email (skews data)
- CRM Integration
- Limited Fonts
January 22, 2020
Great tool for tracking emails
It is extensively used by our sales department. Yesware can easily be integrated with Outlook and Salesforce. You can create templates and also it offers some pre-made templates for sending emails. Users can easily track all the emails that are sent to company workers and customers. Users can also easily identify whether their emails are being opened or not. The sales team is working smoothly with this tool.
- Email tracking
- Reporting
- Sometimes shows a false ‘message has been read by the receiver‘ because they use a firewall.
- Should be able to use it seamlessly on mobile phone.
January 22, 2020
Good for smaller teams
Yesware was used to share marketing-approved templates with the sales and accounts team and then track the performance of those emails. This included templates that were persona-specific or would help promote things like conferences or new collateral. Yesware was integrated with our Salesforce instance and was mostly used by our business development reps who are tasked with prospecting efforts.
- Sharing templates was relatively easy with the platform.
- Controlling mass email sends - it is an easy setting to toggle on and off so that people can or cannot send emails to a mass distribution list.
- Sharing templates with specific groups - this is something Yesware did well where you could designate specific folders for templates which made it easy for the team to find the most relevant templates.
- Salesforce integration - this left a lot to be desired and reporting between the two was pretty non-existent.
- Reporting - This is a massive issue because the reporting was not only difficult, but a lot of data was lacking in terms of being actionable.
- Limited functionality for cadence creation. It was more used for templates, which made it hard for the team to use to maintain engagement.
January 08, 2020
Yesware is a solid buy
We use Yesware across our sales division to automate prospecting efforts. Yesware allows the team to add prospects into a sequenced campaign directly from SFDC. This alleviates the need for manual one-off emails and frees up time to research new target accounts. Additionally, Yesware provides tracking on outgoing emails, as well as attachments.
- Drip campaigns.
- Email/attachment tracking.
- None that I can think of!
January 07, 2020
Volume-based emails with a personalized touch!
Yesware is primarily used by the sales/business development team. Yesware allows our team to track the effectiveness of our personalized emails and maximize our efficiency when doing email blast campaigns.
- Email tracking - Excellent accuracy when providing location/time opened.
- Mail merge - Easily send hundreds of target email campaigns and track opens + link activity.
- Limited font styles in mail merge campaigns.
- Unable to track if the email was opened by a firewall (some emails pop automatically so it is hard to gauge if emails popped within a few moments of sending are actually by the user).
November 20, 2019
Say Yes to Yesware
Yesware is being used by our company to better craft emails and gets better analytics on who is opening those emails. This software is being used by our entire sales organization, both our outbound and inbound sales teams use it to better understand their prospects and schedule them out to deliver at a strategic time.
- Yesware makes it really easy to understand if a prospect is responsive or ignoring you.
- Yesware is a very simple interface and user-friendly.
- Yesware allows you to write emails to prospects and effectively schedule them out.
- Yesware does lag when trying to schedule emails.
- If you forward your emails to colleagues it counts them as people opening it.
- Yesware templates when saving them don't always save on the first attempt.
October 25, 2019
Great for sales, but needs some work
Yesware is currently being used to track the sales teams' emails to both potential and existing partners. Our sales team will use Yesware to send follow up emails to leads they've recently spoken to. Our team then gets notified when an email is opened allowing them to gauge when to call back.
- Immediate notifications.
- Allows you to track when an attachment was opened.
- Allows you to create templates.
- Attaching files to Yesware has to be done one at a time. Very time-consuming.
- The notification for when a person opens an email isn't always accurate.
- The templates are very janky and take time to format.
Yesware is used across our sales team for prospecting and tracking email communications. It's particularly helpful in logging emails to the appropriate lead and contact records in Salesforce, and managing templates that are re-used in daily outreach. It's a simple plug-in that can easily be added to your instance of Gmail.
- Easy to set up and navigate.
- Helpful for tracking email opens and engagement with content.
- Ability to see the geo and device-type that the recipient is using.
- Sometimes the formatting can be frustrating.
- If your Salesforce data includes duplicate contacts it can be difficult to make sure communication is logged on the correct record.
My sales team uses Yesware to auto sync emails into SalesForce, create campaigns, extra email functionality that Gmail does not provide. (Book a time, Send at a later time, Track Opens, clicks, replies, etc.) Helping us solve email data logging into Salesforce and gives sales reps visibility into emails being opened.
- Sync emails into SalesForce
- Book a Time to avoid back and fourth emails to set up meetings
- Sync Events into Salesforce from gmail calendar
- Track Opened emails
- Campaign reporting. Being able to see where individuals are at the in the campaigns, how campaign templates are doing from a productivity standpoint
- Auto checking invalid email boxes inside of Salesforce
November 21, 2018
An essential tool for sales teams
Yesware is being used as a tool to automate the prospecting process across our sales organization. From SDRs to AEs, we are using it to prospect and generate meeting, while also being used to nurture prospects that are not yet ready to make a purchase with us. It addresses the automation of prospecting, so reps/SDRs can focus more on targeted lead-gen that is not as time consuming. Overall, its an effective and efficient tool that is easy to use and helps automate a lot of the mundane, repetitive work that successful sales professionals have to do!
- Ability to upload an entire excel sheet/CSV of contacts. Huge for avoiding to have to upload individuals manually.
- The multi-touch function, where you can send a prospect multiple emails, automatically, throughout the course of weeks/months and keep them engaged. Super helpful.
- The scheduling functionality. Some people check email first thing in the morning and are extremely busy during the day. The ability to schedule an email to go out at, for example, 7AM - is extremely effective and gives you a chance to make a touchpoint at a time when you otherwise wouldn't have been able to.
- I used to think that a LinkedIn Sales Navigator integration would be ideal, and then they rolled it out!
- One thing would be to find a way to auto-populate my signature line into the merge as opposed to copy/pasting it every time (but not the end of the world).
November 18, 2018
Yesware - very solid tool for engaging with prospects, partners, and sales pipeline
Yesware is being used across several marketing and sales functions at our company to keep us connected to our prospect, pipeline, and partners. It allows us to send coordinated 'cadences' that include calls, emails, voicemails, and LinkedIn messages so that our important message is actually delivered to the people that we need to get it to. Specifically, we use YesWare to stay connected to our addressable market, as well as our current deal pipeline and partners.
- Email tracking, read receipts
- Lead/contact management
- Planned and automated cadences
- Personalizable and shareable templates
- We don't use Yesware's dialer tool because it doesn't measure up to the quality or speed of their competitors
- Yesware has kept on a legacy tool, 'MailMerge' which is essentially duplicative to the main tool 'Campaigns', but has one neat feature that allows us to 'CC' another recipient, which is useful we want to reach out to two people at the same account
- Yesware makes sure that users don't add the same prospect to multiple email/call campaigns, but it does not offer that safety measure across users, so theoretically, two sales/marketing reps can be reaching out to the same person
November 14, 2018
Yesware direct user point of view
Works great for sending multiple email campaigns and having insights on email activity including analytics on downloaded resources. Also helps track the effectiveness of emails being sent with real-time stats. The ability to copy campaigns to test subject lines is effortless. Quick Chrome plug-in allowed our entire team on-boarded in minutes and support was very responsive.
- Dashboards with open, clicks, downloads, and replies help teams track the effectiveness
- Real-time alerts increase contact rates and lets reps know when to reach out.
- Adding custom fields and mapping to a CSV file allowed for a more personal touch in mass communication
- Not being able to change subject lines for email campaigns per recipient impacted open rates
We used Yesware to conduct our outbound sales efforts.
- Ability to send staged emails and replies to previous emails
- Sales found the per-person reporting useful.
- Mass reporting was severely lacking for data analysis
- It was difficult to honor people's requests to unsubscribe.
August 10, 2018
Yesware Rocks!
We use Yesware for our sales team as well as for our appointment setters.
It helps us do email blasts, see when people open our emails as well as manage email responses & appointments.
It helps us do email blasts, see when people open our emails as well as manage email responses & appointments.
- Alert you when an email has been opened by the recipient
- Allows you to include available calendar appointment times into your email correspondance
- Trackability
- Ease of creating campaigns (series of emails pre-planned for delivery over a period of time)
- Allow my appointment setters to use available calendar appointment slots for their sales partner
My company uses Yesware for mass mail merges, email tracking, templates and email efficiency. We also have been grandfathered into the click to call option that syncs with Salesforce to make calling seamless. We use this in certain regions like the US, UK, and Japan. Overall the tool solves the problem of efficiency and strategic targeting of prospects.
- Mass Mail Merge - you are able to send scheduled emails to 200 contacts at once, with templates that you saved previously.
- Click to call - calling functionality that we can just click the number and it connects to the sales reps cell phone which then logs automatically to Salesforce and you can type notes while on the call which also gets saved into the database.
- Templates - quickly save and organize emails for later use
- Tracking - being able to see the time, location, and action of your prospects makes outreach much more targeted
- Templates - more ways to add pictures and videos and not have an error
- I would also increase the limit of 200 people on the mail merge
- Touchpoints which is a more sophisticated Mail Merge feature is NOT simple to use and the UEX needs to be dramatically increased
- Tracking when you cc someone is not accurate. The tool can only track effectively when you send the email to one person only.
May 16, 2018
Good email tracking & reporting for what I need
The majority of our utilization of Yesware is done by our sales development and new business team. I had used Yesware at a previous company with the connection to Gmail, and now use it as a connection to Outlook. While I don't use all facets of Yesware, the email tracking and visibility provides a lot of clarity on the success of email hits and ensuring we understand what messaging is working and not working within the company.
- Email Tracking - From opens/forwards/replies, it helps provide visibility.
- Templates - If templates are working based on high hit rates, you can save them and use them in the future.
- Reporting - Seeing how many opens/replies occurs gives me an idea as to what needs immediate follow up.
- I'm not sure I understand other pieces of the technology enough to know what else to integrate. For what I use it for, it works quite well. There are probably opportunities for wider engagement based on my persona/use-case.