Yesware

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

I originally thought that the email tracking was the main reason to get Yesware, but in fact, the templates are the best service it offers. We save so much time drafting complicated emails by having a template that we can build/use. It is worth the money for our department for sure.

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.

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!

If you are looking for a tool to streamline your sales outreach process, then look no further than Yesware. There isn't a one fit all tool solution but this tool checks all the boxes.