Yesware Erfahrungen

Vorteile

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.

Nachteile

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.

Vorteile

-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

Nachteile

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

Vorteile

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

Nachteile

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.

Vorteile

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.

Nachteile

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".

Vorteile

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.

Nachteile

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.

Vorteile

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).

Nachteile

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

Vorteile

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.

Nachteile

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

Vorteile

I really liked the option to utilize email templates. It was also great knowing the emails would automatically be tracked with the contact in our CRM.

Nachteile

It may have been they way we set it up, but there was a popup every single time I logged into gmail which was a bit annoying!

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Vorteile

Easy to get going, easy to use for basic mail merge and template needs. Team functionality is cool.

Nachteile

Lack of customizability makes it frustrating for more advanced users.

Vorteile

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

Nachteile

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

Vorteile

Ability to schedule and track emails, use pre-made templates, see how many people opened your email. gmail integration is a plus too. Also they send you a TON of super useful marketing and sales-related resources.

Nachteile

Nothing really, it’s a great tool! I just wish it showed me who exactly opened an email when it was sent to multiple recipients.

Vorteile

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.

Nachteile

1. Some additional information about how Yesware would integrate with other CRM's would be helpful...however, I can probably Google the answer.

Vorteile

Fast time to value

Nachteile

Driving teamwide adoption can be a challenge

Vorteile

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.

Nachteile

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.

Vorteile

It allows me to know exactly when someone has opened an email I have sent. When I call shortly thereafter, they often say, "I was just thinking about you" -- especially if the email was sent days or weeks earlier.

Nachteile

When you send an email to multiple people, you don't know which of them opened the email. I often send several emails instead of CC'ing to overcome that.

Vorteile

The email tracking. Knowing when emails are read and how often they are viewed helps understand prospect interest.

Nachteile

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.

Vorteile

Love that I can see when a client opens an email and clicks on a link.

Nachteile

sometimes there are issues with connecting

Vorteile

The interface is very user friendly, with an attractive appearance. I think the layout is logical and it's easy to find what you need, even though some functionalities don't appear to be accessible from every page, which would be useful (for example, from the home page you can access templates but not campaigns). The reporting is useful but could be more extensive. What I find the best thing about this tool is that you can train a novice o use it in an hour, and they can really boost their sales productivity by setting up campaigns and templates.

Nachteile

It would be useful if you could create a signature block which can be inserted into new templates (similar to Outlook), because when you copy/paste your signature into a template it requires a lot of formatting. I have used a similar tool called Tout and this was a good feature of that tool. Also, to insert an image you need to use a URL which is not easy to do and I feel it makes the process of inserting them too complex.

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

Good email and document tracking, robust analytics, and easy automation.

Vorteile

Amazing integration with Salesforce - makes the administration side of things easy.
Good Mail merge features - links to Salesforce reports
Templates are handy as you can insert the subject line as well + make it a part of the same thread to continue to use that subject line.

Nachteile

I am just exploring their trial version. So far have not come across anything that is a big detriment.

One thing is that it seems to log calls as tasks - so you just have to make sure you click 'completed' in order for it to log to SFDC. Not a big deal but would be nice it was just logged as an activity.