Yesware Reviews

The tracking and email notifications on open of an email from the prospects has helped me to figure out best way of targeting right audience.

The price is constantly changing after subscription is taken.

I like the fact that unlike most email tracking programs, Yesware actually plays nice with MSFT Outlook. Most of the compeition is gmail only.

Bit of a resource hog. Also it sets off false positives with my anti-virus program and sometimes it crashes outlook.

When my company initially announced that we were installing Yesware, I was cautious. I have been with my company since we were at about 25 employees and it felt like another spurt of growing pains moving towards having all of out business communications tracked and logged in SFDC. Once we had it installed, I realized how much value it provides. You're able to track when someone opens an email, where they open the email from & if they viewed content that you attached via the Yesware integration. You can also quickly add new contacts via the integration with SFDC without having to open another window.

No major issues with the product, but one issue that I have with the Gmail/SFDC/Yesware integration is that when you're attempting to add a new contact directly from an email, it doesn't always auto-populate the correct information leading to a less efficient way to enter new data.

It is very easy to use and light on the system.
I was able to access all my client emails and keep track of them on yesware. Most importantly I loved the way yesware functioned and it always asks before installing on your other emails so that it does not interfere with every other email.
Also, I like the interface and it makes me understand and also gives alerts when the user has read my email and has checked out my links and read my material.

The support is not so great. I did not get to see 24 hour phone or chat support which disappointed me. They can bring more features compared to other tools in the market.

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.

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.

-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

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

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.

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.

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.

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.

It is eye opening to be able to track emails you send and the clicks and opens they generate. By knowing what happens with your emails on the receiver's end, you change your followup strategies.

Nothing we not like about Yesware. We're not using the Campaigns feature as we have other software for that, and that is not their core functionality.

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.

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.

We've been using it for several years and were notified recently by Yesware that the version that supports local versions of Outlook 365 is being eliminated. We were told that Microsoft is limiting the ability of developers to use plugins for PC-based Outlook, so they are dropping support for that in August 2020. We use our own ISP for email, using POP/SMTP mail, not a cloud-based environment hosted by Microsoft or Google. What we liked about it was its simplicity once set-up, and the ease of telling whether or not someone opened the email sent, and where that person was located.

The support organization was Zendesk, a third party. We found that every time we'd have a question or issue they were very responsive, but it took forever to get resolved. Most of the time we'd just live with whatever it was we were dealing with.

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

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

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.

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!

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

Lack of customizability makes it frustrating for more advanced users.

We initially looked into Yesware for our email sequences and reporting before we understood what its full offerings. Once we discovered that you can also share templates and allow each team member to track their own/others performance, we decided to give it a try. It has been a valuable tool/motivator for our entire team to meet and exceed their sale goals.

Yesware recently added a "Spam Risk Detection" feature that is supposed to predict the probability of your email being flagged as spam. Based on a few responses we received from existing clients, our newsletters' have been ending up in their spam folder while Yesware's "detector" suggested it was low risk. It could use a bit of tuning but we consider it a bonus feature.

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.

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.

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

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

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.

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".

Yesware is great at what it does. I use it to track emails, and it is always accurate and prompt. It enables me to engage prospects and clients in a timely fashion.

It's a little pricey per user. Yes, I know it's in line with industry pricing, but as our team grows it's getting pricey.

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.

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.

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.

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

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!

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.

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.

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

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.

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.

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.

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.