Yesware is a friend to sales AND sales ops
October 13, 2017
Yesware is a friend to sales AND sales ops
Score 8 out of 10
Vetted Review
Verified User
Software Version
Other
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.
Pros
- 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.
Cons
- 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.
- SalesforceIQ CRM and Outreach
Yesware won due to a more complete solution (compared to Outreach) while offering a better price (compared to Outreach).
Comments
Please log in to join the conversation