TrustRadius
Yesware is a friend to sales AND sales ops
https://www.trustradius.com/sales-email-trackingYeswareUnspecified8.2118101
Rick Scouffas profile photo
October 13, 2017

Yesware is a friend to sales AND sales ops

Score 8 out of 101
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Overall Satisfaction with Yesware

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.
  • More complete Activity tracking in Salesforce to know where sales efforts are being spent.
  • Knowing when a prospect opens an email allowing an appropriate follow up rather than having to guess or assume they've opened it.
Yesware won due to a more complete solution (compared to Outreach) while offering a better price (compared to Outreach).
Reporting isn't quite a useful as I would like it. It could have to do with my lack of understanding, but if I could customize how my Yesware created Activities are noted, it would allow me to report the way I would like.
For any sales org that would like better tracking of their reps' Activities but appreciate the efficiency of having the system do it for them. The biggest challenge for any sales management/ops team is often the data management part of tracking sales effort in Salesforce (or whatever CRM you are using). This product helps with the email exchange aspect of that simply, and efficiently.