Yesware is one of the most talked-about software solutions that helps you optimize sales-related activities and use data to make smarter decisions and drive more sales. The platform is supposed to boost your conversion rates super quickly either through Gmail or Outlook.
When you have a solution that works from within your inbox, there’s no doubt that it saves you lots of time. It eliminates the need to switch between multiple tabs, allowing you to focus on inserting accurate information into each platform. This causes lots of unnecessary stress that can be eliminated easily.
Many sales-oriented platforms function as separate programs, unlike Yesware, which gives the solution an advantage over its competitors. Ease of use is one of the most crucial aspects of any software solution—the ones that provide it always find their way to the top.
This is the reason why you’ll find Yesware among the top ten sales automation solutions, no matter where you look. Together with features and pricing plans, user-friendliness determines the number of users a product has.
Even though Yesware is one of the most popular solutions on the market, there’s always a chance that you won’t fall in love with the product. In this review, you’ll get in-depth information about how the platform functions and why it’s popular in the world of sales. This will help you determine if Yesware is the software of your dreams.
You’ll notice that Yesware’s website is neat at first glance—all of the elements are placed in a way that eliminates confusion and contributes to seamless navigation. The page is bright and welcoming, which is always a plus.
You will get the option to sign up for a free, 14-day trial right off the bat. This gives you the chance to get some first-hand experience with the platform.
Since features are a product’s most important factor, Yesware listed them on the homepage and gave a brief explanation of each one. You can also see some customer reviews below the feature descriptions, which aren’t overly impactful, considering the fact that all platforms show only the extensively positive ones.
None of these factors can help you figure out whether Yesware is the perfect fit for your sales team, though, which is why it’s crucial to analyze the offered features and pricing plans.
Before we get into the nitty-gritty, you should take a look at the Yesware overview:
Number of employees
Having been around since 2010, Yesware managed to gain significant traction among sales teams all around the world. Let’s see if you’ll find yourself among the brand ambassadors.
One of Yesware’s biggest advantages is that it comes with many advanced features. They cover the most important needs of any sales team out there, which makes the platform a one-size-fits-all type of solution.
Let’s check out some of its most prominent features:
Reporting and analytics
LinkedIn Sales Navigator integration
Since Yesware works from within your inbox, you can keep track of your campaign performance super easily. The email tracking feature allows you to see how your leads engage with the messages you send them, which is crucial for figuring out how effective your campaigns are.
With Yesware, you will be able to see the following activities:
All three of the options are going to help you figure out how well your campaign is performing. For example, if none of your prospects clicks on a link included in your email, you will know that the copy isn’t enticing enough.
From that point on, you can change your copy in a way that’s going to make the link-clicking action significantly more tempting. Once you gather all of the information on your campaign, you will be able to improve your conversion rates more quickly and easily.
To make things even simpler for you, Yesware will send you notifications each time one of your leads opens your email, clicks a link, or opens the attachment. Instant alerts allow you to react to situations promptly, helping you keep track of your campaigns’ performance in real-time.
With this platform, you will also get attachment reports that break down the data by device, person, and location. This allows for in-depth insights, which you can act on in line with the present circumstances.
Yesware Email Tracking
With Yesware’s meeting scheduler, you can let your contacts see when you’re available effortlessly. Since the platform integrates with both Google and Outlook calendars, your meeting link will remain up-to-date at all times.
The calendar integration, as well as the easy link sharing, is going to boost client satisfaction because it allows all of your prospects to pick a time for the meeting. They can access your calendar, see when you’re available, and decide which time suits them best, which makes the entire scheduling process much easier to handle.
Yesware Meeting Scheduler
Once the prospect selects the date and time, both of your calendars will be updated, and Yesware will send you a confirmation email. The main advantage of this feature is that it’s user-friendly and saves you lots of time.
Meeting booking tends to go back and forth between two ends, which is why Yesware is an excellent option if you want to avoid this time-consuming process. The platform simplifies all of the tedious steps and provides user-friendliness that’s unmatched.
Yesware allows you to create templates that will save you a lot of time. Once you introduce a template, you can add it to your email with a single click. You can see what that looks like here:
Yesware Email Templates
Since we all know that personalization is key when it comes to outreach or any other type of content, Yesware introduced some elements that are going to help you increase your conversions. You can use the following ones:
All of these elements are supposed to make the outreach process quicker and easier to handle. You can even improve how you organize the components from within the inbox by changing the template order.
To check on your overall progress, you can use Yesware’s template reports, which allow for effective campaign adjustments in line with the insights. Once you start to utilize all of these options, you will be able to stay on top of your strategies and tweak them effectively.
If you want to have successful campaigns, automating them will be your best bet. Yesware lets you personalize them through its Salesforce and LinkedIn integrations with ease. These two platforms are responsible for populating your campaigns with important information on your leads, as well as giving you valuable insights into your connections.
With the campaigns feature, you can upload your CSV files with contacts effortlessly, or you can import recipients from Salesforce. This will make the process less stressful since the majority of similar platforms take way too long to upload contact lists.
Once you’re done with that, you can create multi-touch campaigns by choosing the following options:
Number of touches
The campaigns you create through Yesware allow for the following touches:
All of the given options will help you personalize your outreach efforts and make them significantly more impactful. Yesware won’t allow you to forget about any of the upcoming tasks—it will notify you of them in the easily accessible sidebar.
This option is going to eliminate the need to remember every little detail, letting you focus on the big picture. Your productivity is going to increase as soon as you eliminate these boring tasks that do nothing but drain your energy.
What do you base your decisions on? If the answer is anything but reports and analytics, it isn’t good enough.
We all know that data-based decisions are proven to be the most successful ones, so there’s no reason for you to avoid analytics. Gaining valuable insights and having actionable data on hand will contribute to a healthier decision-making process.
With Yesware, you will get several types of reports:
How It Works
You can track your overall Yesware activity in Salesforce with ease. To stay organized, you can group the information together into comprehensive reporting dashboards.
Personal tracking report
The personal tracking report will help you stay on top of your outbound prospecting performance. It will present you with a graph that shows your open, sent, click, and reply rates.
Recipient engagement report
This report is going to help you figure out which follow-ups you should send to your recipients by measuring their engagement. You can sort it by the number of opens, link clicks, attachment views, etc.
You can utilize the template report in a way that will help you realize which templates are the best and worst-performing ones. You can sort them either by user or template.
Email activity report
The activity report will give you insight into your outreach performance, as far as sent, open, click, and reply rates are concerned. This will help you improve across the entire department.
Yesware Reports and Analytics
Salesforce integration is one of the most rewarding features any sales-oriented platform could have. It eliminates manual data entry, which allows you to focus on outreach and performance analysis more profoundly.
All of the email data you introduce to Yesware will be synced automatically. You don’t have to lift a finger if you turn on the background sync option that does all the hard, draining work in your stead.
Salesforce will populate all of the dynamic fields in the blink of an eye, allowing you to personalize your templates super easily. This is going to help you establish relationships with your prospects much more quickly and effectively.
Yesware Salesforce Integration
With the LinkedIn Sales Navigator Integration, you will be able to send significantly more personalized emails since the profile of your prospect will show up in the Yesware sidebar. You won’t have to manually look for additional information on your leads with this feature, which will eliminate the time-consuming aspect of your outreach.
Staying up-to-date with your prospects isn’t an obstacle when you have this platform by your side because the Sales Navigator Highlights and Recent Activities are displayed. This integration allows for spotless, error-free outreach that’s going to increase your conversion rates.
The features we’ve seen so far are excellent—most importantly, though—they are easy to use. Boosting your campaign outcomes is a lot easier when you’ve got Yesware on hand, which makes it the perfect platform for any sales team out there.
If you’re still interested in the solution, let’s take a look at the pricing plans and see if they fit your budget.
Yesware comes with three different pricing plans:
Let’s see which one meets your requirements:
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With all of the features that you get, none of these pricing plans is overly expensive, especially if you opt for annual billing. No matter which one you choose in the end, you should sign up for the free trial and try the platform out.
It will give you an idea of how you can utilize the options that you get with Yesware, which is always a great opportunity to get familiar with the product.
Don’t rush with the decision-making—consult your team and see if they believe Yesware is worth investing in. You won’t be the only person using the product, so get other people’s opinions on the matter.
Your team is the most valuable aspect of your company, so don’t neglect them. Involving them in this process will be highly rewarding, and it will pay off in the long run.
Not everyone will like Yesware, and if you find yourself among that group of people, you should look for alternatives. Thankfully, you will come across hundreds of them—the only problem is that finding the perfect one may take ages.
We’ve analyzed some of the most popular solutions on the market in your stead—feel free to check them out:
Don’t forget that the majority of these solutions offer free trials. You don’t need to settle for anything before trying it out, which is excellent news for your company budget.
Sending boring, impersonal emails is out-dated—none of your leads will respond to them. We live in an era of personalization, which means that all of your outreach efforts need to be adjusted in line with the target audience’s needs.
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