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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"
YouTube
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.
Save hours scaling outreach and follow-up. Templates and Campaigns make outr...
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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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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!
- 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.
Attribute Ratings
Reviews
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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 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 14, 2023
Save time with templates and campaigns
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.
- Email templates
- Customizable merge fields
- Better logic with recipient emails in campaigns
- Editing campaigns can be clunky
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 12, 2021
Yes to Yesware
We used Yesware to track emails and campaigns to see how many emails were being opened and by whom. I believe the whole company had access to it. It worked well but lacked some integrations we needed.
- Email open tracking.
- Links in emails clicked.
- Emails forwarded.
- Integrations.
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.
November 10, 2019
Yesware is a must have for every team
We currently use Yesware for tracking all emails sent from the company. Our sales organization uses the ability to generate campaigns to try to reach new customers. Primary functionalities we use most include campaigns, tracking, open rates, templates, and tracking data for our teams.
- Mass emailing
- Salesforce integration
- Templates
- Data tracking
- Sharing templates
- Performance metrics
- Open and click rates
- Campaigns could sync better with CRM
October 25, 2019
Yesware is great for small teams & strategic outreach
It's a sales tool used for sending templates & reminders. Great for following up with prospects & creating reminders when you have a large pipeline.
- Reminders.
- Templates.
- Keeping track of emails sent.
- Not as robust as its competitors.
- The sequencing can be challenging and rigid.
- Does not integrate with Gmail as smooth as it should.
May 10, 2019
Yes to Yesware!
We utilize Yesware in all company-wide emails. Whether it be mass email merges or campaigns for Prospects or more personalized single use emails. It is used by our Sales department, Billing department, Marketing department and Account Management department as well as by our Executive and C-Level team. Yesware enables us to not only utilize the stats from Merges but also simply be aware of whether or not our emails have been opened and the links within them clicked on a single use scale as well.
- 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.
- Currently, if you send a personal email to more than one recipient it will only tell you that "someone" opened the email, it would be nice to know which of the 4 people it was CC'd to actually opened it.
- With the last update from Google/Gmail, it made it so that Yesware reporting was a bit off. If the sender opened an email they would get the notification that "someone" opened it, despite the fact that is supposed to only be for recipients.
- Despite being a Team Leader or Manager, there does not seem to be a way to track the stats of the others on your team, which makes reporting a very difficult and time-consuming task. If this is possible it is not user-friendly in that it is not easily accessible.
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 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
November 09, 2018
Yesware is great for solo users and small teams
We used Yesware at wOw Prezi to automate some of our communications while avoiding to end in the recipient's "Updates" folder. We also used Yesware to automate most of our Outbound efforts.
- Drip email campaigns.
- SalesForce integration.
- Automatic data manipulation.
- Managing cadences can be cumbersome.
- The UI's logic (or intuitiveness) could use some help too.
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.
May 16, 2018
Yesware - love it!
I use Yesware on a daily basis as a prospecting tool. It identifies to me who is reading my emails. This is important information for me to know.
- It's great at identifying who reads my emails.
- It has a good integration with Salesforce that allows me to track my activity history within the lead/contact in Salesforce.
- It's easy to use.
- The support is predominantly online only. I had an issue that required technical support and I had to push hard to set up a call. They wanted me to initially troubleshoot and I would have preferred to speak to a person.
- That's really it; I love Yesware and would highly recommend it.
December 13, 2017
Quick and easy sales prospecting tool
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.
October 13, 2017
Yesware is a friend to sales AND sales ops
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.
March 27, 2017
Yassssware!
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.
March 20, 2017
Proper Preparation Prevents Piss Poor Performance
[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
June 21, 2016
Yesware Gets a Yes! From This User
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.
December 14, 2015
Yesware makes reporting and tracking easy
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.
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.
April 25, 2014
Yesware Review
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