What is Yesware?
Yesware is an email outreach automation platform that aims to optimize sales processes by integrating seamlessly with email clients like Gmail and Outlook, as well as various CRM systems. Founded in 2010, Yesware pioneered the sales engagement category and has since become a vital tool for sales teams looking to streamline their outreach efforts.
Key Features
Email Campaign Management
Yesware allows users to manage and automate large-scale email campaigns directly from their email inboxes. This includes merging contact data from multiple sources such as CSV files, LinkedIn Sales Navigator, Salesforce, and other compatible CRMs. This feature helps in personalizing campaigns for each prospect, thereby improving business relationships.
Email Tracking
The platform offers robust email tracking capabilities, enabling users to monitor when emails are opened, links are clicked, or attachments are viewed. This real-time tracking helps sales teams follow up with prospects at the most opportune moments.
Automated Campaigns
Yesware allows users to automate email sequences to nurture leads and follow up with prospects. This includes creating personalized outreach campaigns that can include automated emails, manual emails, phone call reminders, LinkedIn InMails, and custom touches. The system also provides auto-reminders for follow-ups and automatically removes prospects who have replied or booked a meeting from the campaign.
Email Templates
Users can create and use email templates for consistent and efficient outreach. These templates are highly customizable, allowing the addition of attachments, merge fields, and links to personalize all email touches.
Meeting Scheduler
Yesware includes a meeting scheduler that allows users to schedule meetings directly from their emails, simplifying the coordination process with clients.
CRM Integration
Yesware integrates seamlessly with CRM systems, particularly Salesforce. It syncs email activity, calendar activity, campaign activity, and engagement data with Salesforce, ensuring all necessary metrics are updated automatically. The Salesforce Sidebar feature puts a prospect’s recent activity from the CRM directly in the user’s inbox, enabling highly relevant outreach and allowing updates to Salesforce leads, contacts, accounts, opportunities, or tasks without switching apps.
Reporting and Analytics
The platform provides detailed reporting and analytics to help users gain insights into email performance. This includes metrics such as open rates, reply rates, engagement, and weekly trends, which can be used to optimize future campaigns.
Prospect Sourcing
Yesware’s ‘Prospector’ feature allows users to add thousands of leads to their list quickly, providing access to verified email addresses, work phone numbers, LinkedIn profiles, and more. Advanced search filters help in finding direct contact details without encountering gatekeepers.
Attachment Tracking
Users can track a variety of attachments, including PDFs, PPTs, DOCX, CSV, and MP4 files, to see how prospects interact with the content sent.
Gamification and Performance Tracking
Yesware includes features like rep activity reports and email engagement reports, which help sales teams review their daily and weekly performance. This includes metrics like opens, replies, and meetings booked, providing insights on how prospects engage with cold emails.
Conclusion
In summary, Yesware is a powerful tool that streamlines sales processes by automating email outreach, tracking engagement, integrating with CRM systems, and providing valuable insights through detailed reporting. It is designed to help sales teams increase productivity, personalize their outreach, and ultimately close more deals.