An essential tool for sales teams
November 21, 2018

An essential tool for sales teams

George Bakalis | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Yesware

Yesware is being used as a tool to automate the prospecting process across our sales organization. From SDRs to AEs, we are using it to prospect and generate meeting, while also being used to nurture prospects that are not yet ready to make a purchase with us. It addresses the automation of prospecting, so reps/SDRs can focus more on targeted lead-gen that is not as time consuming. Overall, its an effective and efficient tool that is easy to use and helps automate a lot of the mundane, repetitive work that successful sales professionals have to do!
  • Ability to upload an entire excel sheet/CSV of contacts. Huge for avoiding to have to upload individuals manually.
  • The multi-touch function, where you can send a prospect multiple emails, automatically, throughout the course of weeks/months and keep them engaged. Super helpful.
  • The scheduling functionality. Some people check email first thing in the morning and are extremely busy during the day. The ability to schedule an email to go out at, for example, 7AM - is extremely effective and gives you a chance to make a touchpoint at a time when you otherwise wouldn't have been able to.
  • I used to think that a LinkedIn Sales Navigator integration would be ideal, and then they rolled it out!
  • One thing would be to find a way to auto-populate my signature line into the merge as opposed to copy/pasting it every time (but not the end of the world).
  • I think net positive ROI from generating meetings that lead to closed deals. Ultimately very difficult to quantify the ROI since it is essentially automating a lot of the manual prospecting done by BDRs/AEs - so ROI is likely higher than just that quantifiable number around deals closed.
Honestly sample size is not very big. I've only ever used Yesware and I see no need to use something else!
For automating email out reach, and then planning some strategic cold calling/other prospecting activities around that outreach. Its a very good tool for that, freeing up time for cold calling and targeted LinkedIn messaging. Generally, all top of the funnel like activities and then the next stage where prospects need some nurturing - Yesware helps to automate those early stages of the sales process.