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Yesware

Yesware

Overview

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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Recent Reviews

TrustRadius Insights

Yesware is a versatile tool that has been widely used by various teams and departments within organizations. Users have found the product …
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I heart Yesware

10 out of 10
June 16, 2023
Incentivized
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 …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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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
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Product Demos

Demo Diaries: Ep 043 | "Training Your Sales Teams To Understand Their Buyers"

YouTube

Live Demo of Yesware

YouTube

Yesware Demo - PremedRevolution.com

YouTube
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Product Details

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 Screenshots

Screenshot of CampaignsScreenshot of Email Templates

Yesware Video

https://www.yesware.com/ Hear what our customers are saying about Yesware's value and business impact. Yesware removes barriers to productivity and empowers teams to make smarter decisions, faster. Save hours scaling outreach and follow-up. Templates and Campaigns make outr...
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Yesware Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple 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.

Marketo Sales Connect, ClearSlide, and HubSpot Sales Hub are common alternatives for Yesware.

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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Comparisons

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Reviews and Ratings

(178)

Community Insights

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!

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.

Attribute Ratings

Reviews

(26-39 of 39)
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Will Sharry | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Grovo used Yesware on the sales team. It was primarily used by SDRs to send out mass mail merge email drip campaigns with multiple follow-ups. At the time we used Yesware, we would layer these more personal style email campaigns to follow up on email campaigns sent by our marketing team.
  • Excellent user interface.
  • Great tracking on email opens.
  • Very easy to mail merge with data from spreadsheets.
  • Could be difficult to add multiple steps to an email drip campaign and keep track of how many you added.
Excellent for sales teams that do a lot of outreach and are looking for quick data on which prospects were most interested based on email opens.
November 09, 2017

Great for small teams

Score 6 out of 10
Vetted Review
Verified User
Incentivized
Yesware is currently being used by all of Market Development - both inbound and outbound reps - as well as our Account Executives. We have a select number of other users in other functions including Executives and Customer Success.

Yesware allows Market Development and Account Executives to track email engagement real-time as well as in in Salesforce. Yesware tracks email sends, opens, replies, and link clicks. Yesware allows Market Development to send emails at scale via TouchPoints and Mail Merge and call outbound via Click-to-Call. Their sidebar purports to allow users to manage follow up tasks from their inbox, but this feature doesn't currently sync open activities - i.e. follow up tasks - to Salesforce, which is problematic.
  • Allow users to record activity to Salesforce without leaving their inbox.
  • Allow users to create reminders on emails - internal or external - with the option to trigger a reminder based on activity (response vs no response) or create reminders regardless of recipient's engagement.
  • Allow users to enable real-time desktop alerts for email engagement.
  • User and team management.
  • Template management.
  • Analytics.
Yesware is a great choice for small teams with limited budget. As the adage goes: you get what you pay for.

It's an inexpensive solution but lacks many "enterprise" features and the UI isn't very intuitive. The platform lacks many "smart" or sophisticated features required for large teams doing consistent emails at scale based on company or buyer personas.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Yesware is currently being used in our organization to do targeted sales outreach in a bulk manner It allows us to send out mass communication to drive awareness and interest in our product. It is used specifically by our Sales Department within the organization. The business problem it helps solve is to allow us to touch more prospects, which will then lead to increased engagement, increase of pipeline and ultimately increase in money to the business
  • Personalization- Yesware does a great job at allowing you to customize and edit emails in a way that allows you to send a mass amount, but still have them feel like you spent a lot of time personalizing each one. Allows you to move faster and more efficient.
  • Tracking and reporting- the tracking and reporting is very detailed, clear and concise. Allowing you to gain insight into how well your emails are doing in terms of open rates, clicks and reply's. This is extremely helpful for testing out different subject lines and email copy to find out what emails are the most successful and why.
  • It is all around easy to use- does not require much training on the tool, if at all. Easy to navigate and set up through Salesforce. Any member of your team can use it to their advantage and hit the ground running very quickly.
  • Alerts- Every time there is activity that occurs from the emails you send, you will get a notification of some sort. This can become very distracting and create a lot of unwanted clutter in your inbox. While it is nice to see when something happens, an alert every single time is a bit excessive.
  • It can get glitchy depending on the size of mass emails that you are sending out. I have found on many occasions that when trying to send emails to more than one hundred people at a time, it tends to freeze. This has become problematic for trying to target a large group of individuals at one single time.
Yesware is very well suited for any organization with a sales team. It allows you to reach out to so many people at one time in such a tailored, customized way that it feels like your reps have put a lot of time and effort into each email they send. The detailed reporting and tracking allows for great insight into how successful your outreach really is. A great way to get your company name and product information into the hands of a ton of prospects.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Yesware is a great tool for our marketing folks to disseminate messages, but even more powerful as a sales team to be able to see how people interact with the messages that we deploy. I can see when people open messages, where they are when they do so, and even see where they access from the email (our website, or the attachments included) great inside information to help with the next interaction
  • Tracking email opens
  • Understanding what interested someone from your email (if you include links or attachments)
  • It should track every email sent, but sometimes I notice that there are ones excluded (for no particular reason)
  • The mail merge could be a little easier to use - I'd prefer it open in a separate screen to make navigation back to my templates in my email client easier
Yesware is a great tool for our marketing folks to disseminate messages, but even more powerful as a sales team to be able to see how people interact with the messages that we deploy. I can see when people open messages, where they are when they do so, and even see where they access from the email (our website, or the attachments included) great inside information to help with the next interaction
Rick Scouffas | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are currently using Yesware to help with tracking Activities in Salesforce. It provides simple, hands-free updating of email exchanges as well as templated email forms for reaching out to prospects. Also, by allowing the automatic tracking of emails, it frees my reps from needing to manually do it which not only saves time, but builds consistent Activities as we evolve and scale our business.
  • Automatically registers email exchanges in Salesforce saving time and actually getting Activities in Salesforce.
  • Provides feedback on the effectiveness of the messaging.
  • Builds confidence in the exchanges we're having to know if an engagement is tracking/trending in the right direction.
  • I wouldn't mind being able to customize how certain Activities in Salesforce are noted so that it's more clear that it's an acknowledgment of an email opening vs an actual email exchange.
  • It would really be great to extend the phone call conversation tracking to cell phone usage more easily. Most of my sales team operates through their cell so something that they can use from their cell directly rather than having to go through their phone via an app.
For any sales org that would like better tracking of their reps' Activities but appreciate the efficiency of having the system do it for them. The biggest challenge for any sales management/ops team is often the data management part of tracking sales effort in Salesforce (or whatever CRM you are using). This product helps with the email exchange aspect of that simply, and efficiently.
Dries Lamont | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Yesware for our team of account executives and customer success coaches to enable them to set up automated and semi-automated email campaigns. On top of that, they send a lot of 'one off' emails to stay in touch with their prospects and customers. It allows them to track prospect/customer engagement and to see which email templates get the best open, reply and click rates.
  • Ease of use
  • Detailed analytics of customer/prospect engagement with your emails
  • Great for A/B testing of subject lines & templates
  • Not as advanced as some other solutions in this space
  • No bi-directional sync of contact/lead status in Salesforce
Scenarios where Yesware is well suited: for Account executives & customer success coaches who want an easy to use platform to send, schedule & track emails + easily set-up a short outbound campaign. It's great for people that don't want to spend a lot of time to set up such campaigns.

Scenarios where Yesware is less suited: for hard-core outbound prospecting teams - SDRs who have to work through hundreds of leads a month might prefer some more 'advanced' solutions with more options/bells and whistles.
March 27, 2017

Yassssware!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Yesware is used primarily as an email tracker so that the reps can effectively target who they would like to call. When someone has seen the email or even better, clicked on a link within the email, they are much more likely to have a warm conversation. Some team members are also using Yesware for scheduling but mostly the other use is its ability to accurately collect data and give insights to which email templates are most effective.
  • Accurately tracks when someone has viewed your email and has clicked on a link contained within the email.
  • Tracks and reports on data to help you understand which email templates are most effective.
  • Integrates with Salesforce to automatically record emails into activity log.
  • Its scheduling integrations could be a bit smoother.
  • Offer tools to help make email templates look better (fonts, spacing, etc.).
  • Templates are sometimes glitchy. They don't look the same after completion as they did in the open box form when creating the template.
Yesware is great for tracking email opens and link clicks and collecting accurate and relevant data to better understand which templates are working best. It could improve by reducing glitches when creating templates. Sometimes spacing and the font gets a bit distorted. I don't use it too much but the scheduling integration has room for improvement as well. It would be great if Yesware had the ability to send available appointment times to prospects based on your Google calendar.
Peter Filias | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Yesware for both e-mail and attachment tracking as well as using it to send out canned e-mails based on templates we've created. We use a number of templates for various onboarding customers depending on the type of customer they are. This is very handy as we can simply insert and edit the template on the fly while creating our e-mail to the customer(s). The integration with Salesforce is the cherry on top!
  • Very slick integration with GMail.
  • Excellent integration with Salesforce.
  • The best feature is the e-mail tracking. It takes the whole "read receipt" to the next level with the use of Chrome's desktop notifications!
  • It would be nice if there were some formatting options in terms of the UI. The UI is a bit small when I am working on a template that I'm about to insert into an email.
  • Would be nice to have support for more mail clients other than Outlook.
If you're sending emails that are very similar to each other, Yesware is perfect for that. If you deal with a large number of customers and you don't want to lose track of the e-mails you send out, Yesware is perfect for that. If you're not into communicating with customers much, Yesware may not be for you.
March 17, 2016

Yesware Pros/Cons

Greg Levine | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
I was mainly the only one using Yesware on my team and a few months ago we switched over to use Outreach so one person could handle all outreach while emails were sequenced into other team member drip campaigns.
  • Tracks Opens
  • Easy to search history of what templates are working best
  • Seamlessly tracks into Salesforce
  • Sometimes can cause a lag on my Gmail account
  • Can be difficult to find messaging sent for a particular campaign
I felt Yesware was great for my individual use, but maybe not for a large team.
Sameer Advani | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We are using yewsare to help sales write emails to clients and logging data in Salesforce. Additionally the insights on how email communications go, was a big initiative for 2015. Yesware solved these problems for us. Yesware is only used by our Sales Team.
  • Email tracking, good reports on whether the email has been read, etc.
  • Good tracking into SFDC, allows some neat dashboards.
  • Good email templates, lets the team know what is working for their peers.
  • Outlook connector is glitchy and hard to administer.
  • Gmail connector sometimes glitches out and requires you to remove and add the plugin.
Yes, client tracking client emails and monitoring the data as a sales lead. It is well suited for spiffs.

It didn't work well for our older Sales Folk's as the learning curve was too difficult with all the glitches and overall clunkyness.
January 20, 2016

Yes to Yesware!!

Kaity Harrington | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I am an office manager in the greater Chicago area. I have been using Yesware for email tracking as well as email templates for many of my job duties. Our HR team loves being able to track applicant's emails! Our management team uses it a lot to make sure staff is reviewing important emails that are sent company wide. We take the tracking information and change things in our processes to make emails more exciting for our team! I also send many of the same emails to new and current team members, so the email templates make my life so much easier!
  • Email tracking: Find out how many people are opening and reading your emails!
  • Email templates: Don't waste time typing up the same emails over and over again!
  • Templates: Sometimes my templates disappear. That's a real bummer because I rely on them to get my job done.
  • Pop-ups on different devices: I don't like that Yesware asks me to install on all my devices. It's a bit annoying having that pop up every time I sign into my email from a new computer or incognito window.
  • Everything else is really great!
I suggest that our management team uses the email templates! They save so much time when sending the same emails throughout the year. I also told our HR team to use them for all of our new hires. Then we are consistent across the board for all of our emails and new hires!
Erin Harris | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Yesware is used between the sales and marketing departments primarily to track open and click through rates of individual emails sent directly from sales reps. We also use the teams function to set up various templates for group emails sent from the sales reps to their specific groups.
  • It's easy to set up and use.
  • Managing team members is easy.
  • It integrates very easily with Gmail.
  • It could be nice for it to integrate with HubSpot.
  • I haven't ran into any issues with the functionality with Yesware.
It doesn't integrate with HubSpot so we can't communicate lead lists or activities between HubSpot and Yesware. This isn't a huge deal as Yesware does send activity information into HubSpot as does HubSpot. We use HubSpot for larger scale email sends and lead reporting anyway so it's not that we're missing out on anything.
May 08, 2014

SDR at RS

Bryan Cox | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Yesware is mostly used in Sales Development for templating, email opens, tracking type activities. It is extremely powerful and makes us more efficient. Plus it syncs to SFDC and that is efficient. Sometime we try the - you opened your email, now I am going to call you technique.
  • Email Templates
  • Tracking
  • Direct connect to SFDC
  • It goes down - stops working for periods of time (every once and a while though) - gotten better
  • It serves a certain purpose - not a must need unless maybe in sales dev
7 - depending on the role...it is really best in my opinion for metric tracked roles like Sales Dev
April 25, 2014

Yesware Review

Shawn Oatis | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Utilizing Yesware to track or open, replay, and attachment open rates. Also utilizing the Mail Merge feature to reach out to potential prospects.
  • Tracking of Emails
  • SFDC integration
  • Reporting
  • Better template editing
  • Time send function for mail merge
Great product, easy UI and UX experience. Functionally sound. Great support team.
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