Good for smaller teams
Updated January 22, 2020

Good for smaller teams

Anonymous | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Yesware

Yesware was used to share marketing-approved templates with the sales and accounts team and then track the performance of those emails. This included templates that were persona-specific or would help promote things like conferences or new collateral. Yesware was integrated with our Salesforce instance and was mostly used by our business development reps who are tasked with prospecting efforts.
  • Sharing templates was relatively easy with the platform.
  • Controlling mass email sends - it is an easy setting to toggle on and off so that people can or cannot send emails to a mass distribution list.
  • Sharing templates with specific groups - this is something Yesware did well where you could designate specific folders for templates which made it easy for the team to find the most relevant templates.
  • Salesforce integration - this left a lot to be desired and reporting between the two was pretty non-existent.
  • Reporting - This is a massive issue because the reporting was not only difficult, but a lot of data was lacking in terms of being actionable.
  • Limited functionality for cadence creation. It was more used for templates, which made it hard for the team to use to maintain engagement.
  • Quickly deploy marketing campaigns with approved templates
  • Gave some indication of the types of emails that were resonating most with our audience
Yesware is extremely limited in functionality compared to something like SalesLoft, which is a much more comprehensive tool. We originally moved to Yesware from SalesForce Inbox and Engage as that did not offer the flexibility to deploy templates and was much more cumbersome for the team to leverage.
The Yesware platform is not very user-friendly. Their support was fine, but overall the system was frustrating to use.

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Yesware was a stepping stone to a more in-depth technology tool for us to use to share templates and cadences with our team. There was a lot to be desired in terms of functionality and Salesforce integration. If you have a smaller team this may be more cost-effective than some of their competitors, but overall, it was not a great system for us.