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.

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

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.

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.

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.