Yesware Reviews

Pros

Yesware is very user friendly which makes it easy for adoption within a sales team. Not only the web version of the product but the chrome and gmail add-ons work really well. Additionally the feature set is very powerful and makes the lives of any sales/hunter/prospector easier.

Cons

There is not much (or anything) to dislike about Yesware. It is a very rounded product and I have never had a single issue with it. I would like to see a native mobile application so I can work better on the go.

Pros

-Ability to sync emails and activities with CRM.
-Love the Gmail toolbar so I can view info from my CRM right in gmail
-Track email opens and response activities to know if my message is getting through to my prospects
-easy to create and save email templates to fire off custom emails on the fly
-Mail Merge capabilities with stages allow for multi touch email campaigns.
- vastly increased my efficiency of email outreach

Cons

The sync to CRM has failed to work on very few occasions. Other than that I totally love using the system

Pros

I like that I can see when someone opens my email .

Cons

The BEST way to track with Yesware is to only send an email to one person. If you send to multiple, you'll see "someone" opened your email often times, rather than a name. You cannot always see what kind of device they opened it on. You also cannot get notifications for opens unless you are sitting down at your computer - no mobile application. The mail-merge feature is great conceptually, but if you are creating a campaign and have a sensitive mouse that goes back when you swipe back - you will lose ALL of your work. There is no auto-save or any protection. ALWAYS build out your campaigns in a place where you will not lose your work.

Pros

Email tracking is a huge deal for us. While most CRMs offer it, they don't offer the ability to see who opened the email if you sent it to more than one person. They just tell you "someone opened your email". This was annoying to us so we found Yesware. Not only will it tell us who opened it, when, where, on what but it can also do amazing things like tell you if/when someone opened your attachment, how many times, AND (here's the kicker) how long they looked at the attachment. After the free trial, which is an ample 30 days, we were hooked. Oh! The notifications! Most systems gave us notifications in their system so we would have to keep going back to see notifications. Yesware gives me popup notifications, in real time, no matter what I'm doing on my computer so I always know when someone opened an email. Also, the price is not bad. It's really worth it.

Cons

It takes a while for the system to learn who is who. After a few emails though, it can tell me "Customer service opened you email" instead of "someone at Company A opened your email".

Pros

Yesware's mailmerge and templates are some of the best in the industry in terms of ease of use and overall function. The read receipts and reminders were a nice plus as well and I never had any issue with the usability of the product.

Cons

There are now better products on the market - available for less. Vocus.io is the tool we are now using which has all the same features as yesware, but then adds even more and is nearly half the price. While I liked using yesware, it is not something I see myself using now that the market has moved beyond it.

Pros

The mail merge function and SFDC integrations are my favorite part. It integrates seamlessly with SFDC, and the mail merge functionality is easy to use (even for sales reps).

Cons

I wish Yesware would work with more VOIP providers to act as an email AND one-click-call system within SFDC.

Pros

Real-time notifications when someone opens an email or clicks on an email. I also like that you can save and easily re-use email templates.

Cons

I wish the interface was a little easier to use and the reporting software was more straightforward.

Pros

Works just fine. With Yesware I'm able to keep track my sent emails and deliver better follow-ups with its templates.

Cons

It's kinda expensive and not integrated with marketing and CRM softwares other than Salesforce which limits its usefulness.

Pros

Yesware is fantastic for tracking emails it's quick, alerts you when something has been opened and has great tools for checking opens of a single email thread.

Cons

There's no doubt a lot more functionality here, but I never used any of it because I had no idea how. I'd like to see the software offer up tips to access those other features.

Pros

The automatic syncing of emails to Salesforce is great, and seamless when paired with G-suite Mail. I'm a huge fan of their notification tool too to bubble up specific threads at any specified time.

Cons

The touchpoints tool is nice, but needs the ability to integrate to a flow (i.e. a form submission from your site should automatically dump the lead into an SDRs touchpoint.

Pros

We are able to use Yesware to send out emails to prospects at scale and manage those leads and turn them into customers.

Cons

I didnt like the limits on sending amounts, but this is something we have been able to work with eventually.

Alternatives Considered

Pros

We use Yesware to sync Gmail activity into Salesforce in order to maintain and improve sales team efficiency. Other than one occurrence when a users connection from Yesware to Salesforce unexpectedly dropped, we have had no other issues and the automatic tracking of emails sent and also emails that have been opened, clicked and replied to has proven very beneficial for our company. Yesware send me a weekly report of all tracked email activity from the past 7 days which is a nice feature.

Cons

Yesware did unexpectedly lose the connection to Salesforce for one of our users which resulted in some emails not being included in our reporting, but the Customer Service team were very responsive to investigate.

Pros

I love a lot of features of this product. First, the email templates saves a lot of time when sending out repetitive emails. I also like that I can create my own campaigns on Yesware which can run in the background. I can create campaigns and templates which I can share to the team and they can make edits on it depending on their communication style. It also integrates with Salesforce which allows up to back track previous communication if needed.

Cons

The analytics part I think needs more work done, oftentimes I find the date doesn't match. Or I just don't know how to interpret the numbers. Maybe someone from Yesware should build a guided tour of the reports tab.

Pros

I was introduced to this software at my first SaaS job, and wish I had been introduced to this at the beginning of my career. I love knowing when a prospect is opening my emails and forwarding it within an organization. It also allows me the opportunity to reignite cold conversations.

Cons

Didn’t integrate too seemlessly with SFDC and customer support is something left to be desired.

Pros

There are a lot of sales software similar to Yesware but I would say Yesware is one of the best. There are a few other softwares like outreach and salesloft but they are considerably more expensive. I love Yesware and it does the job.

Cons

It does lack features for salespeople who are looking to build lists of prospects and a few other features but you know that going in to it.

Pros

We've tried several different solutions for tracking emails, creating new leads, and hosting email templates for quick use and found Yesware to be the best. It's easy to use, clear, and was easy to set up with our CRM (Salesforce).

Cons

Nothing - I've used it in the past (2 years ago) so I'm trying to figure out the new look and feel.

Pros

Check open, open rates, send later, templates, batch send using templates. This software has it all. Even works on Gmail and Outlook. Customer service also very responsive.

Cons

Enterprise edition is not cheap, but is probably worth it.

Pros

Yesware seems to have the best email tracking - telling you exactly who, when, and where they opened the email. It was easy to set up, use, and get data from it. One of my colleagues used it for months and was able to share with us exact details from her cold emailing to help us refine her approach and be more effective. It's also one of the first I think that started doing this and it makes a huge impact when you're sending hundreds of emails a week, like we often do in our company.

Cons

My only issue with yesware is that it seems other software has very similar features built in. Many people add email tracking - for example, we also use Nimble which has email tracking, and many other CRM's do. Yesware is simpler, more tools and data, but for our specific company I have a hard time seeing the extra value and paying for it when we already have the same basic service (email tracking) built in.

Pros

Great tool that easily connects with our mail system to check when customers open and click on emails. Tool is so helpful in the sales process

Cons

Nothing really, I guess the software could be cheaper so we can expand it to the whole organization.

Pros

Really good for insights i.e. you can see when someone has clicked on an email and also the links they are clicking on. Templates are great too and all mobile responsive.

Cons

Not many negatives, but sometimes I have found the reporting to be quite complicated. Could do with simplifying a little bit.

Pros

Yesware is incredibly easy to install and use, Our entire sales team uses to track emails and it has enhanced communications with potential clients. Allows for better strategic planning and the email templates are awesome!

Cons

There is nothing I dislike about yesware.

Pros

Yesware saves so much time by automatically adding any & all emails to SFDC when the contact is listed in SFDC. So easy to set-up email campaigns and schedule when to send them. Makes my life as a sales person so much easier

Cons

I cannot really think of any cons to the product. It is a great product.

Pros

The email tracking, Campaign after all these getting the analytics of CTR & OTR gives really a much more clear picture for the marketing strategy.

Cons

Nothing to say for the desktop usage...if Yesware can provide the Mobile App, it will add much more value for the management. They can take the marketing decision on the go.

Pros

It offers a lot of features, interface is intuitive and it is very easy to use. It gives you the option to save your templates, insert them when needed and saves time to communicate with your prospects.

Cons

Sometimes the emails do not populate correctly and lags. For example, the name does not populate or the template.

Pros

Email tracking is very well laid out in yesware and you can even sync them to third party applications like Salesforce. The email tracking is by far the most useful method of tracking metrics vital to a campaigns success. Open rate, reply rate and bounce rate are essential to mark.

Cons

The grouping of certain metrics could be better, and the template editor should be more robust. I'm sure there's a way to do the templating externally but I feel this shouldn't be required for such advanced software.