YesWare

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Are you looking for exclusive coverage on YesWare? You have landed at the right place. Learn everything you need to know about Yesware pricing, features, customer services, and more.


What is YesWare?

YesWare is an all-in-one toolkit that is primarily designed for sales professionals. It allows users to schedule, follow up, and prospect meetings and build valuable customer relationships. 

In the current business environment where personalization is a deal-breaker, YesWare offers a perfect solution for personalized email communication. YesWare is the missing link between sales teams and their prospects.

The application boosts efficiency and keeps a track of emails through Outlook and Gmail. It provides users a better understanding of their clients and prospects by using data based on links opened, emails responded to, and more. 


Vendor details

  • Company: Yesware
  • Website: www.yesware.com
  • Founded in 2010
  • Country of origin: United States of America

YesWare features

YesWare is packed with abundant useful features that optimize email communication between sales teams and their customers. Besides, it is extremely easy for beginners to learn and understand how this easy-to-use tool works. 

  • YesWare Email tracking

Building relationships with customers is an integral part of a business. Email tracking allows users to keep a track of people who are opening emails, viewing attached files, and clicking on links. 

This feature also helps users identify the best prospects and follow up with them instantly after the email has been opened. A lead’s entire history can be viewed at a glance as it keeps tabs on the complete engagement history. 

  • Prospecting campaigns

Stay in touch with existing customers and prospects in a personalized way. Add custom touches to your manual and automated mails, LinkedIn mails, and more. Users can build custom email campaigns that send on their own. 

YesWare allows users to curate tailored outreach to the target audience. Timings and cadence for each touch point can be set to create effective prospecting campaigns. 

It allows smooth tracking of the campaign and provides deep insight into what changes can be made to improve interaction. 

  • Meeting scheduler

YesWare’s meeting scheduler simplifies scheduling meetings like never before. Users can share meeting links with their customers and let them block a time as per their schedule. Scheduled meetings are added to the calendar automatically. Meeting scheduler can also be integrated with Gmail and Outlook calendars. 

Users can also set the type of meeting and meeting lengths common calls. In the recent updates, users can also integrate Yes Ware with their Zoom account. 

  • Follow-up templates

Follow-up templates help users follow up with customers at various stages of a sales process. Users do not have to write new emails for every prospect. This feature allows building a Template Library and creating personalized templates for new campaigns. 

Customization of each template is possible along with effective tracking of what type of templates are drawing in more engagement. 

  • Reporting and analytics

YesWare provides valuable insights related to what type of email campaigns are attracting more engagement. Users can view the email campaign statistics on the dashboards and also understand how recipients are engaging. The Recipient Engagement Report highlights your hottest leads. 

YesWare integrates with Salesforce which syncs email data with Salesforce Reporting. Users can develop customized reporting dashboards for different team members. 


YesWare Pricing

YesWare pricing models include plans that are tailored to fit the requirements of businesses of all sizes to drive sales. 

YesWare provides free access for four weeks after which users can choose from three pricing options.

Pro

Price: $15/user per month

Includes:

  • Book a time slot via Gmail
  • Copy to most CRMs
  • Attachment tracking
  • Find a time via Outlook
  • Personal reports

  • Email Support
  • Presentation tracking & analytics
  • Reminders via Gmail
  • Send later via Gmail
  • Personal templates

Premium

Price: $25/user per month

Includes:

Everything included in Pro plus:

  • Advanced mail merge (multi-stage)
  • Basic mail merge (one stage)
  • Centralized team billing
  • Create a team

  • Basic team reporting
  • Multiple teams management
  • Role-based permissions
  • Team templates & sharing

Enterprise

Price: $55/user per month

Includes: 

Everything included in Enterprise plus:

  • Salesforce auto email sync
  • Salesforce reporting & dashboards
  • Salesforce calendar sync
  • Salesforce sidebar

  • Trusted IP ranges
  • Salesforce single sign-on support
  • Salesforce auto-reply sync


YesWare Pros and Cons


PROS:
  • Email tracking: The email tracking and notifications upon the opening of an email enable efficient email communication. 
  • Light system requirements: YesWare is easy-to-use and very light on the system. The user interface is easy to understand for beginners as well. 
  • Real-time data: Offers real-time information such as prospects opening emails, links clicked, attachments viewed, etc, to improve engagement. 
  • Templates: Users can track which templates are working and which are not to improve their email outreach. 
  • Personalization: The personalization of templates, dashboards, and email campaigns is easy, smooth, and comes with multiple options.

CONS:
  • Outlook crashes: Users have reported that Outlook either crashes or runs slowly with YesWare
  • Support: Customer support can take longer than usual.
  • Syncing : Syncing with Salesforce is easy. However, at times, Salesforce syncs with duplicate records instead of current records. Syncing to CRM platforms can get tricky according to some users.
  • Alternatives: Some YesWare alternatives are cost-efficient and provide the same functionalities. 
  • Analytics: Although analytics provides all the important data, it could be simplified further for better user understanding.


Specifications

Free version: Yes

Free trial: 28-day free trial

Deployment

  • SaaS, Cloud, Web-based
  • Desktop – Mac
  • Desktop – Windows

Devices Supported

  • Windows
  • Mac OS

Training

  • In-person
  • Live online
  • Documentation

  • Webinars
  • Product training
  • How-to guides

Typical customers

  • Small-sized businesses
  • Medium-sized businesses
  • Large businesses

Pricing model

  • Pro: $15/month per user
  • Premium: $35/month per user
  • Enterprise: $55/month per user

Languages supported

  • English

YesWare support

  • Help center
  • Phone support
  • Chat
  • FAQs

Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Large Corporations
Freelancers
Medium Business
Support
24/7 (Live Rep)
Email
FAQs
Knowledge Base
Phone support
Chat support
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Automation
Workflow builder
Customizations
Integration
Integration
8.6 Total Score

Design
9
Usability
9
Support
8
Price
8.5
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Karandeep V

Karandeep was born in Pune, Maharashtra, an upcoming metropolitan city in the Western region of India. While most members of his family are engineers, he had different ideas. He was more inclined toward exploring the non-technical aspects of a business, which is why he studied Bachelors of Business Administration at Symbiosis International University, Pune.  Having said that, his love for new and upcoming technologies remained intact, which is why he has written extensively about technology throughout his career. After a brief stint with a gaming company at the beginning of his career, he discovered that his love for writing was not temporary.  Being a tech geek, he always liked installing and playing around with new applications on his mobile devices and the home desktop. He was fascinated by how technology can simplify even the most mundane and complex tasks with just a few commands. He keeps a close eye on how businesses use different tools to streamline their operations to boost productivity and efficiency.  At ToolsMetric, he writes product reviews that cover the main features and specifications of different enterprise applications. The sheer amount of innovation and hard work that goes into building these tech solutions is one of the reasons why Karandeep loves reviewing these tools. Besides product reviews, he also writes interesting news articles and blogs that track the latest developments in the tech industry.  When he is not writing, you can find him rooted to his seat playing video games, watching movies, or supporting his favorite football team. Since his childhood, he has always loved to travel and explore new places. Traveling is a major part of his life due to a myriad of reasons such as experiencing new cultures, food, and traditions. His other hobbies include playing football, cooking, and running.  You can find him on LinkedIn here.

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