Tellwise is great for attchments management and tracking.
November 16, 2018

Tellwise is great for attchments management and tracking.

Pablo Povarchik | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Tellwise

Tellwise is a drip email system that integrates with Salesforce. We tested it to replace Yesware and compared to CirrusInsight. We choose CirrusInsight.
  • Tellwise is great to manage documents, attachments and to track those attachments.
  • Tellwise provides a super cool way to present marketing materials and documents giving you the ability to track activity and understand what your users are doing with those documents.
  • My impression is that Tellwise is a newborn and needs lots of improvement integrating with Salesforce and contextual info.
  • Tellwise will show Salesforce information only related to actions taken through Tellwise. You can't load someone else's contact data like you would with Yesware or CirrusInsight.
  • The user interface needs lots of improvement to become more intuitive.
  • We decided not to use Tellwise for the time being and will test it again in one year because what I saw so far is promising.
  • We haven't seen any substantial ROI.
  • If you need to track content shared with prospects and stakeholders, Tellwise may be exactly what you need.
Tellwise is a very promising communication platform for sales but still needs to mature. We chose CirrusInsight in the end.
Tellwise can implement great drip email campaigns integrated with Salesforce. it is also great for people who manages lots of collateral and marketing materials to share with prospects and stakeholders.