YesWare : Full Review, Testing, and Presentation (2024)

Why Yesware for Your Sales Team?

Yesware is an email automation and sales management platform that integrates with Gmail and Outlook.

Created in 2010 in the United States, it has attracted customers such as Yelp and Experian.

The tool simplifies repetitive tasks and improves the productivity of sales teams. It provides detailed monitoring of interactions with prospects and allows strategies to be fine-tuned.

By automating follow-ups and providing real-time analytics, Yesware helps improve response rates.

Adapted to SMEs, Yesware is also used by big businesses. It is aimed at sales teams, marketing managers and entrepreneurs who want to optimize their prospecting by email.

The software combines ease of use and analytical power to give sales teams the tools they need.

Yesware Features

Learn how Yesware can change the way you approach digital marketing and sales.

1. Advanced Email Campaign Management

Yesware turns your email inbox into a marketing tool. Whether you use Gmail or Outlook, you can create and manage email campaigns in a few clicks.

The integration of this software with the contact sources (CSV, LinkedIn Sales Navigator, Salesforce) makes it easy to import your prospect lists. Personalization is at the heart of this feature: adapt each email to your recipient with the dynamic fields.

2. Communications Monitoring and Analysis

Stay up to date with engaging your prospects in real time. Yesware offers you email tracking with:

• Email opening notifications
• Tracking clicks on links
• Attachments tracking

This data allows you to adjust your strategy directly. Analyze open, click, and response rates to identify your best approaches and replicate them at scale.

3. Intelligent Follow-up Automation

Goodbye to time-consuming manual follow-ups. Yesware allows you to create automatic follow-up sequences, so your prospects get the right message at the right time.

The system is smart to automatically remove prospects who have answered or made an appointment, to avoid annoying double solicitations.

4. Email Templates and Scheduling

Save time with Yesware's customizable template library. Create, share, and analyze the performance of your email templates within your team.

The “Send Later” function allows you to schedule the sending of your emails at the right time, taking into account the time zones and reading habits of your prospects.

5. CRM and Prospecting

The software integrates seamlessly with Salesforce and other popular CRMs. This bidirectional synchronization ensures that your data is always up-to-date, with an automatic update of email activities in your CRM.

And the Prospector tool allows you to find and qualify new leads directly from Yesware, to feed your contact base.

6. Meeting Planner

Simplify appointment scheduling with the integrated scheduling tool. Synchronize your calendar (Google or Outlook) and create personalized booking pages for your prospects, for a professional experience from the first contact.

7. Multi-Channel

The YesWare software goes beyond email by allowing you to create communication sequences across multiple channels for better activation and better conversion:

• Personalized emails
• Scheduled phone calls
• LinkedIn interactions
• Targeted text messages

This holistic approach maximizes your chances of conversion by reaching your prospects through their preferred channels.

8. Integrations

Yesware integrates perfectly into your existing ecosystem of tools or social networks. Besides Salesforce, take advantage of integrations with:

• LinkedIn
• HubSpot
• Pipedrive
• Microsoft Dynamics

These connections create a smooth and efficient workflow, saving you time.

9. Gmail and Outlook extensions

That you prefer Gmail or Outlook, Yesware adapts to your work environment. The extensions allow you to access all the features of Yesware directly from your usual email interface.

Track your emails, use templates, and schedule your shipments without ever leaving your inbox.

In summary, Yesware is the complete solution to improve your digital marketing and sales efforts. You are a solo entrepreneur or you manage a large team, these features will suit you make it more productive and more efficient.

Other solutions

To choose the tool that's best for you, you need to comparecompare Yesware with its main competitors. Let's see how Yesware compares to Mailshake, Salesloft and Outreach.

1. Yesware and Mailshake

Mailshake is designed to manage bulk email campaigns, while Yesware integrates well with Gmail and Outlook.

Mailshake:

• Large-scale campaign management
• Advanced automation
• Improving email open rates

Yesware:

• Simple interface
• Integration with current email clients

Both tools cost $19 per month. Yesware is best suited for sales teams that focus on personalized email marketing.

Mailshake would be suitable for businesses that manage a lot of email campaigns. Yesware would be more appropriate for sales teams who prefer a tailor-made approach in their daily work with emails.

2. Yesware vs Salesloft

Salesloft is a platform for large sales teams. Yesware remains true to itself.

Salesloft:

• Detailed sales performance analyzes
• Improving the opening rate of emails (cold emailing or email marketing)
• Platform that combines several functionalities for large teams

Yesware:

• Simple to use
• Direct integration into Gmail or Microsoft Outlook

The price differs: The Salesloft software, which is more expensive, offers more features. Yesware is available with its Premium plan at $35/month.

Large businesses with complex sales processes might prefer Salesloft. Small and medium-sized teams looking to boost their email productivity might find Yesware a useful tool.

3. Yesware vs Outreach

Outreach is presented as a solution for sales management. Yesware focuses on email automation.

Outreach:

• Platform that combines several functionalities for sales management (Cold email outreach, follow up, etc.)
• Advanced forecasting and analysis tools

Yesware:

• Easy to use
• Focus on sales emails

The price varies: Outreach offers personalized rates that are often higher. Yesware offers plans starting at $19/month.

Outreach could be suitable for larger businesses that need a comprehensive sales management solution. Yesware could appeal to teams looking to boost their email communications without adding additional features.

Pricing

Yesware offers a range of plans to suit different business needs and sizes. Whether you are an independent professional or a large organization, you will probably find an option that meets your expectations and your budget.

1. Free Plan: Try for free for everyone

Yesware's free plan offers an overview of basic features. It includes tracking email openings and attachments, 10 campaign recipients per month, meeting scheduling and email support.

It is an ideal option for trying out the tool or for casual use.

2. Pro Plan ($19/month): For freelancers and small teams

This plan, billed $15/month if paid annually, is designed for professionals who are starting to develop their email sales activities. It includes the unlimited tracking of opens, clicks and attachments, 20 recipients monthly campaign reports, personal activity and recipient engagement reports. Support is provided by email and telephone.

3. Premium Plan ($45/month): For developing sales teams

At $35/month with annual billing, the Premium plan is for teams who want to improve their email sales activities. He offers unlimited campaigns, team reports, centralized billing, and on-demand customer support. This plan is tailored for growing teams.

Enterprise Plan ($85/month): For large teams using Salesforce

Available at $65/month with an annual commitment, this plan is designed for large organizations using Salesforce. It offers advanced integrations with Salesforce, emailing, calendar, and activity sync, and a dedicated customer success manager.

Customized Plan: For the specific needs of large businesses

The custom plan is designed for businesses that have specific needs. It offers features like the legal and security review, the preference of Salesforce contacts over leads and integration with telephony RingCentral. The price is available upon request from the Yesware sales team.

Remember that prices may vary. It is recommended that you check the latest information on the official Yesware website or contact their sales department for the most up-to-date rates.

Conclusion

Yesware is the complete solution for email automation and tracking, directly integrated with Gmail and Outlook. Its features meet the needs of sales teams of all sizes.

This tool is perfect for teams looking to improve productivity, increase lead engagement, and analyze campaign performance.

Choose between Yesware and the other tools:

• For a simple email tool: Yesware
• For large-scale email campaigns: Mailshake
• For a complete sales platform: Salesloft or Outreach

The software stands out for its ease of use, its integration with current email tools and its reasonable price. It is ideal for teams looking to boost their email sales processes.

Try Yesware free for 14 days without needing a credit card to register (without a password through the SSO login)