Yesware Review 2020: Features, Pricing, Pros & Cons

21 August | Maria Harutyunyan |
10 min read

Salespeople are a core part of any business. And, the closing of a sale is crucial. So it is essential that your sales team have an effective streamlined way to keep track of sales and complete the deal. Today the competition in most fields is fierce, so it is important that your marketing team stays ahead of the game. That’s why the outreach tool Yesware is so valuable. 


In 2010, Yesware was founded by Matthew Bellows, Rajat Bhargava, and Cashman Andrus to address what Matthew Bellows viewed as a pressing need. He noticed that there was little sales technology on the market that provided a concrete way for salespeople to increase the money they made from sales. Aware that most of this data could be attained within emails, the founders established Yesware. 


Yesware is, in essence, a complete sales toolkit. It provides your salespeople with a way to connect with prospects, keep track of customer engagement, and secure sales, via your inbox.

What is Yesware? 

Yesware is a sales engagement platform, created to assist account managers and SEO specialists. This software tool helps you form business relationships, using your Outlook or Gmail inbox through an intuitive sidebar interface. 


The tool lets you track emails and understand your prospects. It does this by making use of information, including when your prospect reads their email and/or clicks on the link. It also helps you gauge which email templates are most successful. Yesware’s Email Tracking Add-in lets you create, send, oversee, and upgrade personalized email communication to those outside of your company. Yesware also automatically syncs your data into your CRM, so you don’t have to waste time manually uploading this information. 


At a glance…

Yesware lets you: 

  • Keep track of customer engagement and monitor emails
  • Contact prospects
  • Create and run email campaigns
  • Automatically upload prospect data to your CRM 
  • Manage sales and customer support
  • Link with your sales toolkit through its LinkedIn sales solution / Salesforce integration

Yesware Key Features

Email Tracking
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management
A/B Testing
Sales Engagement
CRM Integration
Email Sequences
Email Tracking/Automation
Lead Management
Sales Automation
Workflow Management
Search
Sales Intelligence
CRM Integration
Email Integration
Pipeline Management
Reporting/Analytics
Data Cleaning
List Building
Lead scoring

Yesware Plans and Pricing

Pro - $12 User/Month
Real-time email tracking
Presentation tracking and analytics
Personal templates and reports
Send Later and Reminders
Meeting Scheduler
Premium - $25 User/Month
Includes Pro features
Campaigns
Team template sharing and reporting
Role-based permissions
Centralized billing
Enterprise - $55 User/Month
Includes Premium features
Salesforce inbox sidebar
Bidirectional Salesforce sync
Email CRM sync
Calendar CRM sync

Pros and Cons of Yesware

The key benefits include making the tasks of various work personnel easier, including the company manager and sales staff. 


Let’s take a closer look at 5 Yesware pros: 

 

1. Comprehensive sales toolkit

Yesware assists the salespeople who oversee and send emails to the customers and also helps the company manager who is in charge of keeping reports. This tool also lightens the task of creating email messages and templates manually, so the salespeople can turn their attention to closing deals. It can also minimize the time the team needs to spend creating reports, however, the sales manager will still get accurate information on the workings of the sales team.  


2. Management of email campaigns

This tool boasts powerful campaigns to help you send mass emails to many prospects via your inbox. Yesware’s campaigns let you combine contact data from various avenues, including: 

  • LinkedIn Sales Navigator
  • CSV files
  • Salesforce
  • Other CRMs that are compatible

.

This means you don’t need to manually add recipients in order to run large scale sales campaigns. Also, you can personalize your campaigns for each individual customer to foster your business relationships.  


3. Tracking notifications

This tool features a tracking notification that helps the salespeople isolate prospects who are inclined to agree to the product or service you are offering. It keeps track of who opens the emails and clicks on the links. In this way, you can increase your chances of conversion.


4. Templates that are built-in to the tool

We all know that writing countless emails from scratch can be time-wasting. Yesware has pre-made templates that you can use. You can simply add in your data and get sending. It is a good idea to also personalize these templates as this can help you form a relationship with your prospects. Yesware also lets you save and re-send messages.

5. Data entry is automated

The software automatically syncs all prospect engagement activities. So your team doesn’t have to invest time manually entering data.

Cons

There is not much not to like about Yesware. Basically, if you are looking to improve your sales processes and take some of the weight off the shoulders of your sales team, Yesware is a great way to go.  

Yesware Alternatives

If you’re still on the lookout for the best outreach tool for your business needs, we have got Yesware alternatives for you. Feel free to check out our detailed reviews of:

  • Pitchbox
  • Mailshake
  • BuzzStream
  • Woodpecker
  • Gmass

Summary

If you or your business spends a lot of time building and developing professional relationships, via prospecting, in demos, via meetings, or on the phone, Yesware is a great option for you. The aim of Yesware is to help foster your company’s reputation so you can focus on creating meaningful professional relationships, swiftly. Give your salespeople the tool they need to really focus on what’s important - closing deals. Invest in Yesware and watch as your sales grow.

Maria Harutyunyan

Our blog covers a combination of industry trends and professional insights from behind-the-scenes experiences dealing with every aspect of SEO. We provide weekly updates on topics such as link building, content marketing, on-site and technical SEO and more! Don’t miss any industry updates by signing up for our newsletter! You’ll also receive exclusive SEO strategies and learn about industry secrets like:

Maria Harutyunyan
Our blog covers a combination of industry trends and professional insights from behind-the-scenes experiences dealing with every aspect of SEO. We provide weekly updates on topics such as link building, content marketing, on-site and technical SEO and more! Don’t miss any industry updates by signing up for our newsletter! You’ll also receive exclusive SEO strategies and learn about industry secrets like:

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