TrustRadius
Great for small teams
https://www.trustradius.com/sales-email-trackingYeswareUnspecified8.2118101
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November 09, 2017

Great for small teams

Score 6 out of 101
Vetted Review
Verified User
Review Source

Software Version

Enterprise

Overall Satisfaction with Yesware

Yesware is currently being used by all of Market Development - both inbound and outbound reps - as well as our Account Executives. We have a select number of other users in other functions including Executives and Customer Success.

Yesware allows Market Development and Account Executives to track email engagement real-time as well as in in Salesforce. Yesware tracks email sends, opens, replies, and link clicks. Yesware allows Market Development to send emails at scale via TouchPoints and Mail Merge and call outbound via Click-to-Call. Their sidebar purports to allow users to manage follow up tasks from their inbox, but this feature doesn't currently sync open activities - i.e. follow up tasks - to Salesforce, which is problematic.
  • Allow users to record activity to Salesforce without leaving their inbox.
  • Allow users to create reminders on emails - internal or external - with the option to trigger a reminder based on activity (response vs no response) or create reminders regardless of recipient's engagement.
  • Allow users to enable real-time desktop alerts for email engagement.
  • User and team management.
  • Template management.
  • Analytics.
  • Yesware has enabled my team to double daily activity.
  • Yesware has created significant work on my Sales Operations team to build Salesforce "hacks" to make the platform work for us in the manner we require.
  • Yesware has created work on my Sales Operations team to both customize and develop our own reporting in Salesforce to supplement the sub-par reporting in their web application.
  • Yesware has created work for me, as an Admin, to share, manage and deploy team templates vs. individual templates created by individual users.
  • Outreach
Outreach is a far more sophisticated solution with regard to emails at scale to highly segmented lists of contacts. I will likely replace Yesware with Outreach in the next 6 months.
Yesware doesn't allow me to create the reports I need in their platform. I have had to develop these reports in-house with the support of Sales Operations in Salesforce instead.
Yesware is a great choice for small teams with limited budget. As the adage goes: you get what you pay for.

It's an inexpensive solution but lacks many "enterprise" features and the UI isn't very intuitive. The platform lacks many "smart" or sophisticated features required for large teams doing consistent emails at scale based on company or buyer personas.