Email tracking & intelligence for sales professionals
4.2/5 (97 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.
Yesware helps me be efficient, effective and productive as a sales rep. I also am able to see which emails perform the best (both individual and on a team basis). Knowing when someone opens or clicks an email is great leverage in the sales cycle! I of course never mention this to the prospect, however it allows me to manage my pipeline effectively.
Pros
The visibility created from email tracking is extremely useful! I love knowing when someone opens or clicks on an email. In addition, I save a ton of time by using the templates feature. All my emails also sync directly to Salesforce, which saves a ton of time and energy and keeps me organized! Mail Merge and Reporting are also neat, although I use those less frequently.
Cons
The email editing software is a bit wonky on the web, but works great within gmail. That's really the only con I have - everything else is top notch!
I want to love yesware. I've been using it for over 3 years, at 3 different companies. It does the basics pretty well--set-up and send mail merge, schedule future emails, and store templates. The problem is that as much as our team has asked for features to increase the customizability of emails, time of send, etc...we have not gotten them. The yesware team asks for a lot of feedback, and we give it. But unlike other software companies I give feedback to, they don't seem to actually take the feedback.
Pros
Easy to get going, easy to use for basic mail merge and template needs. Team functionality is cool.
Cons
Lack of customizability makes it frustrating for more advanced users.
Pros
The ability to track emails to prospects and clients, see when they open (or if they didn't open) Mail Merge tools makes it incredibly easy to send customized messages en mass. Gmail toolbar also makes it very easy to see information from Salesforce right in the email screen
Cons
As a salesperson, there's not much to dislike about this software. The only thing I can mention that has ever been a challenge is the sync back to Salesforce will occasionally sync with a duplicate record and not with the record that I may have wanted. Other than that, this software is great
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
Convenience & delivery confirmations.
Pros
1. Email delivery confirmations are SO helpful. The instant notifications are great as well as the ability to find delivery details on a specific email in history. Plus, not requiring a read receipt to get the confirmation is huge.
2. Email schedule function makes it easy to draft emails but not interrupt employees evenings or sleep!
3. Follow-up reminders are a great way to not let a task get delegated and forgotten.
Cons
It doesn't play well with my Gmail screen - it covers the bottom of the email where my email attachments normally show up - so it's hard to verify the right attachment is attached - or to delete it.
The most robust email tracking software with the most reasonable price tag.
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
So I actually used Yesware when it first came out and merged over to the paid version for a little while. I left my company and didn't need. Now that I have my little side hustle going, I came back to Yesware and can truly say it has been a vital point for email tracking, attachment tracking, setting reply reminders, and using templates. Prospecting hasn't become a pain and I'm in love with the new Appointment feature!
Cons
I don't have any "Cons," but more so a gripe. Yesware's only CRM integration is with Salesforce. I'm a solopreneur and Salesforce is way too big for me. I use a different, free, CRM that suits my needs and it's a popular CRM that has many other integrations... except Yesware. It would be nice to be able to integrate with Yesware with other CRMs. The only way to "integrate" is to save outbound emails via bcc with your CRM's custom email that will sort your emails inside of the CRM.
Let's me know whether prospective clients opened up any or all communication that I sent them. Love this product!!!
Pros
1. The product's cost/value proposition is one of the best out there.
2. Instantly, Yesware provided value by informing me whether a prospect opened an email or not.
Cons
1. Some additional information about how Yesware would integrate with other CRM's would be helpful...however, I can probably Google the answer.
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.
Yesware was one of the original pioneers of software for salespeople. While it's become increasingly competitive, I'd still say it's a great choice, especially for reps who are responsible for the full sales cycle, reporting and forecasting for themselves. Now standard features like email analytics to let you know a prospect opened an email or clicked a link were magical. Since they've layered on a bunch of other features like dialers, step cadences, predictive analytics. In the end you have a lot of choices here, but I recommend taking them up on their free trial period and decide for yourself.
Pros
Fast time to value
Cons
Driving teamwide adoption can be a challenge
Pros
real-time tracking of the e-mails, clicked links, and engagement. you can attach documents which will give you reports on time engaged and pages scrolled through on that specific document.
Cons
the ability to save a sent email as a template would be great. because it is running in the background and can slow down my browser a little.
Pros
The thing I like the most about this software is that it will tell you not only when someone opens an email but actually what they are clicking on and looking at within the email.
Cons
The thing I like the least is that sometimes it won't sync to a certain email and the tracking tools won't work. This happens very, very rarely.
Easy to use and share with others to use. Provides great data on email tracking!
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
It's an efficient tool to develop mail marketing and outreach clients that are mostly favorable for your product or are responsive to your mails. it can notify you about the opening of mails from the side of a client.
Cons
It has disadvantage of not to setup proper time schedule to follow up proper mails to several specially engaged clients. Somehow, it also seems to be buggy and adding a new template will alter subject lines eventually.
You get real-time notifications when someone opens your email or clicks on a link in them which is very helpful when you have to follow-up with someone. I also keep email templates which saves a lot of time when reaching out to people.
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.
We purchased Yesware for our email automation campaign. The tool was easy to use and they kept coming up with features before we realized we needed them.
Pros
Unlike most other solutions, yesware emails dont end up in the spam or promotion tab of Gmail. This has been great in helping our deiverability
Cons
Not much really. It has all the features one would expect. They have added a ton of features in the recent past so no complains with Yesware
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
Free! Huge pro is that it is free to use for unlimited email tracked and also it is simple to set up and implement across multiple emails.
Cons
If you had asked me 6 months ago to write this review it would have been extremely positive. However, over the past couple months I think the quality has gone way down. I think it confuses MY opens with other people's opens. This is based on my own testing (and obviously this is a huge issue with an email tracking service. Also it doesn't get as specific (time, date, location, etc.) as a lot of other options out there.
This does save us about 50 hrs of straight emailing time per month!
Pros
Helps our office admins send out the same replies and answers to many clients every day without having to type them fresh (using yesware templates)
Cons
Can be a bit kludgy at times, working within Gmail. We often have to draft and format our emails in gmail itself, then paste over to a yesware template to preserve the exact formatting we want.
Valuable insights on prospect interest.
Pros
The email tracking. Knowing when emails are read and how often they are viewed helps understand prospect interest.
Cons
An alert pops up every time you view the email you are tracking. This can get annoying and clutter your alerts. The additional features like templates aren't explained very well. I'm sure I would like them, but I don't because of the fact I'd have to teach myself.
Pros
The tool is easy to use and simple. You can create email campaigns, track open and reply rates, and schedule when an email should be sent. This is a great way to track follow ups with your clients.
Cons
There are a lot of email tracking tools out there and Yesware doesn't really have strong differentiators for me. I've used Outreach, Tout, they're pretty much all the same tool.
Pros
I love the transparency behind Yesware and it's reporting functionality to be more targeted in our approach. It offers great insight into what is working, and how we can better improve our messaging.
We love the idea of Yesware, tracking client interaction with emails is very important to our organization. The software has very limited functionality, however. It assigns the email to any opportunity it wants to in Salesforce and makes for a data nightmare with doing reporting per client that we manage in the CRM. Have asked for a solution, to be able to choose which opportunity the activity attaches to, but it comes at a premium starting at $50,000 to build a custom modification for us.
Pros
Great concept
Cons
Not being able to manage which opportunity the email attaches to.
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.
The first thing that attracted me to Yesware was the email tracking feature. That gives the sales rep the ability to know when things are happening on the side of the potential client so you can act on it.
Then the email templates helped me a lot to get things done faster. I could see which templates performed better than others, hence improve my results. In addition you can create teams and share better working templates with everyone for them to use as well, that way you can maximize the impact of a good sales rep by sharing his findings with the whole team with a few clicks, instead a monthly template session.
Lately what I've been using a lot is the touchpoint feature which allows you to build custom multi-touches multi-channel campaigns. It makes a sales rep day-to-day job a lot more easy when you can visualize quickly what's next to be done and where are the potential clients in the buyers journey you design for them.