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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

(51-62 of 62)
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Brennan Middleton | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
[It's] predominately used by the sales team during prospecting campaigns. We use yesware to track open rates and click throughs. We utilize the template feature as an organization!!!
  • Email open rate
  • Template feature
  • User communjcation
  • Tutorial vidoes
  • Communication around different features
  • On demand customer service
Well suited for prospecting campaign based on prospects with high security "gate keepers" where it is very difficult to get in touch. Government agencies are protected and seeing the open rate and times of opened emails allows our sales team to be more effective.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our sales team uses Yesware to get more information about the emails they send to potential and current customers. It allows them to see the progress of their work to tell if their emails are effective and whether a person is viewing what they're sharing. This gives them insight into what they can improve upon to communicate better. It also gives us incredible information synced to Salesforce, so we can always keep track of how the sales team is performing.
  • Track email opens/clicks/forwards
  • Analyzes email performance
  • Connects with Salesforce
  • Resources - I know my team isn't using all the different functionalities available to them
Yesware is awesome for a sales team to track how well they are communicating. I don't find as much use for it personally since I am in marketing and when I want this type of information, I'm using Hubspot for automated emails. However, I use it as a tool to help out my sales team, adding in email templates that they can use for specific follow-up scenarios. To use the templates, it pre-populates any Salesforce fields I need, and the sales team can quickly add specific info they need, saving tons of time.
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
May 02, 2014

Yes, please

Score 6 out of 10
Vetted Review
Verified User
We use Yesware as a part of our Inside Sales operations to track emails and funnel leads through different campaigns. It helps us determine whether we need to contact leads via phone or email and helps my team determine which leads to focus on closing. We do not currently use it in other departments, but I will be implementing it on our Customer Support team soon.
  • Yesware provides real-time notifications that make it easy for my sales team to engage leads when they are able to be reached.
  • Yesware provides actionable insights into open rates on the individual and team level, which improves campaign effectiveness and helps determine opportunities for growth.
  • Yesware helps internal communication as well by notifying me when my team members read company email communications.
  • Follow-up and reminder tasks are not as efficient as other platforms.
  • The CRM integration does not always work.
  • Specific emails are sometimes difficult to locate for high-volume users.
It is best used for feedback during the lead generation and sales process. It provides great data that helps improve campaign effectiveness and is a great tool to gain actionable insights into your leads. It is less efficient without using it in real-time, but can help managers track team metrics and ensure individual contributors are making the connections necessary to close deals.
Score 7 out of 10
Vetted Review
Verified User
Yesware is being used to manage a network of professionals that I am building.
  • Yesware makes it easy to manage a large network of people.
  • Yesware makes it easy to manage outreach.
  • Yesware is easy to customize to your own needs.
  • It would be great if Yesware improved its gmail plugin
  • Yesware could make it easier to customize certain data fields
  • It could be easier to export a CSV
What size is your company?
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.
Score 6 out of 10
Vetted Review
Verified User
Yesware is used only by me. I use it to track open and reply rates for various sales related emails (namely cold email prospecting). It helps me to determine if the subject lines and/or content of my emails are effective --are people reading? are people responding? why or why not?
  • Yesware is especially easy to use. It's intuitive and doesn't require any special installation.
  • Yesware has very responsive customer service.
  • Yesware recently launched the capability to schedule emails to send automatically at a time in the future.
  • I've experienced challenges with the accuracy of tracking. If people are CC'd on it, it does not accurately track who opened it. At times, it has tracked my opens as recipient opens.
  • I've also experienced challenges with the 'send later' feature. Some emails simply didn't send at the appropriate time and were stuck in my drafts folder. Or- worse - it did send but a copy remained in my drafts folder so I sent duplicate emails to a prospect.
  • In using the templates feature, I noted a sluggish performance (i.e. it would take quite a while for the template to load once I pressed the button).
  • One of the more significant drawbacks was the fact that template metrics (reporting) did not update in real time. There was no historical record or way to see the open rate / reply rate for a specific day - it only showed the aggregate of past 30 days. It also looped in there the open/reply rate for internal emails.
  • If Yesware integrated/synced with Insightly, I'd like it a lot more. This would mean that I'd have a rich history of open/reply metrics for each prospect. Sadly, this functionality is only available with SalesForce.
If you're not looking to track unlimited emails, there are similarly priced options that you may want to consider. While this was a few months ago, Yesware was the only email tracking plugin that offered unlimited tracking for the price I wanted to pay. They have recently raised their prices, so I'm not sure if this is still the case. If you need real-time metrics to track open/reply rates across team members, this would likely not be a good fit for you unless they have made improvements in this area.
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