Salesforce Mobile (formerly Salesforce1 Mobile App) provides sales reps and marketers to update their pipeline and lead statuses on the go, as well as share notifications and keep their team and collaborators updated on the movement of prospects through the sales pipeline.
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Yesware
Score 7.3 out of 10
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Yesware, from Vendasta since the October 2022 acquisition, is a service for salespeople that helps them close deals faster. An email service tracks email, templates responses and syncs to CRM.
I rated a 7 because I personally like to use the desktop version over the mobile version. The app is great when I'm away from my computer but that's really the extent of my usage. I prefer the larger screen and easier navigation over the mobile version. Though I would highly suggest it for someone that's more on the go.
Yesware has had the best deliverability of all the email senders I've used (beating Mixmax, Apollo, GMass). Yesware is perfect for sales teams sending outbound. It's not well suited for sending marketing campaigns/newsletters. It's great for startups/SMBs/early mid-market companies on the Premium team for sales teams <10. I haven't experienced the enterprise option, but for small teams it's hard to beat.
The ability to construct lead list for various marketing channels and have our staff prioritize calls. It's simple to use, just has to be set up once, and it's safe.
The most important aspect of this app is that all of its features are incredible, especially the reporting capabilities and the ability to quickly input customer information.
The app allows sales reps to focus on opportunities while on the field. The app has a feature that allows you to set up quick action for a variety of tasks.
Personalization- Yesware does a great job at allowing you to customize and edit emails in a way that allows you to send a mass amount, but still have them feel like you spent a lot of time personalizing each one. Allows you to move faster and more efficient.
Tracking and reporting- the tracking and reporting is very detailed, clear and concise. Allowing you to gain insight into how well your emails are doing in terms of open rates, clicks and reply's. This is extremely helpful for testing out different subject lines and email copy to find out what emails are the most successful and why.
It is all around easy to use- does not require much training on the tool, if at all. Easy to navigate and set up through Salesforce. Any member of your team can use it to their advantage and hit the ground running very quickly.
We don't use Yesware's dialer tool because it doesn't measure up to the quality or speed of their competitors
Yesware has kept on a legacy tool, 'MailMerge' which is essentially duplicative to the main tool 'Campaigns', but has one neat feature that allows us to 'CC' another recipient, which is useful we want to reach out to two people at the same account
Yesware makes sure that users don't add the same prospect to multiple email/call campaigns, but it does not offer that safety measure across users, so theoretically, two sales/marketing reps can be reaching out to the same person
I like the product, but due to the limitations I don't love it. I'm curious to revisit other options, particularly in lieu of Yesware's recent price increases (although I'm on a legacy plan). Some of my challenges to be browser related (I'm on an older computer) -- I'll have to see how things go when I receive my new computer. If the glitches (especially with regard to tracking accuracy and send later feature) go away, I'd be much more inclined to renew
Salesforce Mobile is very useful to our organization. This makes the job of an agent more convenient. We can easily access it on our mobile phones. When you need an update for a certain lead, you can simply check it using your phone, you don't need to spend more time opening it on your computer or laptop.
Pretty good overall, but again it needs some tweaks to ensure user frustration is kept to a minimum. This would go back to the autosave feature I mentioned which would immediately be a value add but not something that should need a user to move into a paid tier.
I haven't had the need to contact support, but the online community has a VAST knowledge of support if you're in need. For instance, I needed to know how I could set the dashboard up to automatically refresh and the online community helped me within minutes.
Because it deserves this rating. The features and functionality provided are great. Our Sales team is very satisfied with this software as it integrates very well with our other software like Outlook, Salesforce, etc. Yesware provides great follow up with customers, which is essential for sales. Meeting scheduling is also flawless.
I haven't tried another service yet, therefore I can't give a comparative example from another software. Nevertheless, I can say that the experience that I had so far is pretty amazing. I am able to do things for my job without the need of a laptop, like I can be walking around a city where I am visiting potential clients and check all the data that we have on the way there. It really boosts my productivity.
WE were looking for a sophisticated tool to solve our outbound efforts and one name keep popping up. Outreach. We tried to set up meetings with them but they discovered us over an email and told us that someone from my org tried to look for their solution however it is not best suited. I replied, that I would still like to look at their tool to understand if this could solve our newly created team for outbound but they decided not to move onto a demo as not having Salesforce kinda was a deal-breaker for them. Hence, we decided to stick to Yesware as we thought it solved our problem, and outreach maybe just looks for Enterprise level customers.
I think net positive ROI from generating meetings that lead to closed deals. Ultimately very difficult to quantify the ROI since it is essentially automating a lot of the manual prospecting done by BDRs/AEs - so ROI is likely higher than just that quantifiable number around deals closed.
