Yesware Professional, Scientific, and Technical Services Reviews & Insights

Score7.3 out of 10

179 Reviews and Ratings

Community insights

TrustRadius Insights for Yesware are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

Yesware is a versatile tool that has been widely used by various teams and departments within organizations. Users have found the product helpful in tracking email interactions, such as opens, clicks, and attachment views, to better gauge interest from sales prospects. It has also been used for mass communication and driving awareness and interest in products or services through outbound campaigns. Yesware's integration with Salesforce has enabled sales teams to track performance, manage leads, and automate tasks efficiently. Additionally, users have appreciated the insights provided by Yesware, allowing them to make data-driven decisions and improve their email content and subject lines for better engagement. Overall, Yesware has solved the problem of structuring and streamlining outreach efforts while saving time for sales representatives through its automation features and analytics capabilities.

Yesware Reviews

17 Reviews

Professional, Scientific, and Technical ServicesAccounting1Information Technology & Services11Marketing & Advertising3Design1Human Resources1

Great for outbound campaigns - careful with your email domain health!

Rating: 7 out of 10

Incentivized

July 10, 2023

Use Cases and Deployment Scope

We use Yesware to organize and send out our mass outbound campaigns via email. It does have capabilities to build in phone and LinkedIn campaign steps but cannot do them for you. We primarily use it for an automated cold outbound email to reach more prospects without manual efforts from the team.

Pros

Organize campaigns.
Track email opens.
Save templates for commonly used emails.

Cons

False tracking notifications on link clicks.
Sending all emails immediately can hurt domain health.
Deeper connections with phone or LinkedIn.

Likelihood to Recommend

Yesware is well-suited for teams looking to begin using automated outbound email campaigns and for organizing the sales team's outbound process. It is best suited for mass outreach and for tracking engagement by prospects. It is not well-suited for teams with heavy cold-calling campaigns or for one on one outreach.

Verified User

Representative in Sales (Information Technology & Services company, 51-200 employees)

Vetted Review

2 years of experience

Save time with templates and campaigns

Rating: 8 out of 10

Incentivized

June 14, 2023

Use Cases and Deployment Scope

I frequently send emails with similar subject matter, and my primary use of Yesware is the Template tool. This tool allows me to insert a template and customize certain fields, saving me time and allowing me to complete my tasks faster.

Pros

Email templates
Customizable merge fields

Cons

Better logic with recipient emails in campaigns
Editing campaigns can be clunky

Likelihood to Recommend

Yesware is a great tool for sales teams. The Campaign module is very helpful in setting up a sequence of messaging and creating an automated schedule.

If a recipient replies from an email alias, they won't be removed from the campaign, which has caused communication issues for me in the past. If this could be addressed, the campaign tool would be nearly perfect.

The nature of templates and campaigns lends itself to be tricky to use as a team if you want to modify or personalize the templates. But for quick emails that need to have the same messaging, the Template tool is super valuable.

Verified User

Account Manager in Sales (Information Technology & Services company, 11-50 employees)

Vetted Review

2 years of experience

Easy to use email template tool

Rating: 9 out of 10

Incentivized

June 13, 2023

Use Cases and Deployment Scope

Yesware is used to create and send out email templates within the Customer Success team. These templates are great because they provide the basic details of the message but also still allow each CSM to personalize the message before sending it

Pros

Simple to use
Templates
Email tracking

Cons

Campaign sending

Likelihood to Recommend

I always found Yesware to be very easy to use and used it daily. It was great for creating template that the CSM team used on a regular basis for QBRs, upcoming events, follow up emails, renewal reminders, and more. The only thing that would have been nice was having a way to build out or start a campaign of emails, rather than just sending individual emails or a single bulk email. It would have been great to be able to automatically schedule a follow up emails

Erin Gracyalny

Customer Success Manager in Customer Service at Egnyte (Information Technology & Services, 501-1000 employees)

Vetted Review

4 years of experience

Verified on LinkedIn

A must have tool to improve sales results!

Rating: 10 out of 10

Incentivized

May 13, 2021

Use Cases and Deployment Scope

Our Enterprise & Mid Market sales teams utilize Yesware to create campaigns, view analytics to see what’s working and what’s not, & ultimately track prospecting activity / engagement (opens, clicks, etc.). It helps us understand who is more engaged than others to better follow up and prioritize outreach. It also saves us a lot of time by syncing with our Gmail & SF to automate a lot of tasks.

Pros

Provides insights on which subject lines are resulting in the highest open rates
Allows us to send proposals or any attachment and get granular data as to how many times it was viewed, how long they viewed a particular slide, etc.
Track engagement

Cons

Sending to multiple recipients: No insights as to which specific individual opened, clicked, etc
Can’t track for some organizations that block the ability to do so (not really something Yesware can control)
Direct dials from email inbox

Likelihood to Recommend

Very well suited for prospecting, outreach, tracking in SF
Less appropriate for internal tracking (sales people don’t care to see who viewed something if sending internally)

Verified User

Employee in Sales (Information Technology & Services company, 201-500 employees)

Vetted Review

8 years of experience

Yesware's Email Tracking and Analytics Are A Must

Rating: 8 out of 10

Incentivized

March 31, 2020

Use Cases and Deployment Scope

Yesware was one of several email tracking tools we tried at my last job, and it worked extremely well to enable our sales team to communicate with prospects in a timely and professional manner. It allowed us to reach out to prospects when their attention was grabbed by our emails and made a cold call somewhat warmer.

Pros

Email Tracking Notifications
Create and Consolidate Templates
Providing Email Analytics

Cons

When you forward an email to a coworker, it marks it as if a client opened the email (skews data)
CRM Integration
Limited Fonts

Likelihood to Recommend

I found Yesware to be most effective when I was in correspondence with a client and received notifications that they were viewing our email thread. It allowed me to call them and anticipate that our conversation was already on their mind, and I had their attention/wasn't disturbing them.

Verified User

Representative in Sales (Marketing & Advertising company, 51-200 employees)

Vetted Review

1 year of experience

Yesware is a solid buy

Rating: 10 out of 10

Incentivized

January 8, 2020

Use Cases and Deployment Scope

We use Yesware across our sales division to automate prospecting efforts. Yesware allows the team to add prospects into a sequenced campaign directly from SFDC. This alleviates the need for manual one-off emails and frees up time to research new target accounts. Additionally, Yesware provides tracking on outgoing emails, as well as attachments.

Pros

Drip campaigns.
Email/attachment tracking.

Cons

None that I can think of!

Likelihood to Recommend

Yesware is perfect for one too many emails. It does allow for fields to be pulled from SFDC to personalize it a bit. However, for strategic emails, the one-off cannot be supported by automation. Tracking is still great though.

Verified User

Employee in Sales (Information Technology & Services company, 201-500 employees)

Vetted Review

4 years of experience

Volume-based emails with a personalized touch!

Rating: 10 out of 10

Incentivized

January 7, 2020

Use Cases and Deployment Scope

Yesware is primarily used by the sales/business development team. Yesware allows our team to track the effectiveness of our personalized emails and maximize our efficiency when doing email blast campaigns.

Pros

Email tracking - Excellent accuracy when providing location/time opened.
Mail merge - Easily send hundreds of target email campaigns and track opens + link activity.

Cons

Limited font styles in mail merge campaigns.
Unable to track if the email was opened by a firewall (some emails pop automatically so it is hard to gauge if emails popped within a few moments of sending are actually by the user).

Likelihood to Recommend

For any sales, business development or even HR/recruiting professionals, Yesware gives consumers the ability to track how effective your messaging is via open rate, click rate, response rate, etc. While the open tracking feature that Yesware is most known for is valuable, the mail merge function works wonders when sending email blasts that can easily be customized based on certain CSV formatting (I personally use it to fill in their name, company, title, and short description of their role and how it relates to our products/services). Yesware has made the volume-based email approach more personal in comparison to what a computer could do and overall has increased my efficiency and productivity when prospecting into new accounts/contacts.

Verified User

Representative in Sales (Information Technology & Services company, 201-500 employees)

Vetted Review

1 year of experience

Say Yes to Yesware

Rating: 8 out of 10

Incentivized

November 20, 2019

Use Cases and Deployment Scope

Yesware is being used by our company to better craft emails and gets better analytics on who is opening those emails. This software is being used by our entire sales organization, both our outbound and inbound sales teams use it to better understand their prospects and schedule them out to deliver at a strategic time.

Pros

Yesware makes it really easy to understand if a prospect is responsive or ignoring you.
Yesware is a very simple interface and user-friendly.
Yesware allows you to write emails to prospects and effectively schedule them out.

Cons

Yesware does lag when trying to schedule emails.
If you forward your emails to colleagues it counts them as people opening it.
Yesware templates when saving them don't always save on the first attempt.

Likelihood to Recommend

Yesware is great when interacting with clients and prospects on a day-to-day basis. Yesware allows you to better understand how engaged your email recipients are and see real-time stats on their open rates. Yesware enables users to schedule emails to ensure your prospects are receiving your emails at the most opportune time to read them.

alim mukhida

AE in Sales at Hootsuite (Accounting, 51-200 employees)

Vetted Review

1 year of experience

Yesware is great for solo users and small teams

Rating: 8 out of 10

Incentivized

November 9, 2018

Use Cases and Deployment Scope

We used Yesware at wOw Prezi to automate some of our communications while avoiding to end in the recipient's "Updates" folder. We also used Yesware to automate most of our Outbound efforts.

Pros

Drip email campaigns.
SalesForce integration.
Automatic data manipulation.

Cons

Managing cadences can be cumbersome.
The UI's logic (or intuitiveness) could use some help too.

Likelihood to Recommend

It has automatic email drip campaigns, predictable revenue and similar sales model, and who read emails when.

Pablo Povarchik

CEO & Co-founder in Sales at wOw Prezi - Prezi Design and Training (Design, 1-10 employees)

Vetted Review

5 years of experience

View profile

Yesware: Best in class for strategic/effective outreach

Rating: 10 out of 10

Incentivized

May 25, 2018

Use Cases and Deployment Scope

My company uses Yesware for mass mail merges, email tracking, templates and email efficiency. We also have been grandfathered into the click to call option that syncs with Salesforce to make calling seamless. We use this in certain regions like the US, UK, and Japan. Overall the tool solves the problem of efficiency and strategic targeting of prospects.

Pros

Mass Mail Merge - you are able to send scheduled emails to 200 contacts at once, with templates that you saved previously.
Click to call - calling functionality that we can just click the number and it connects to the sales reps cell phone which then logs automatically to Salesforce and you can type notes while on the call which also gets saved into the database.
Templates - quickly save and organize emails for later use
Tracking - being able to see the time, location, and action of your prospects makes outreach much more targeted

Cons

Templates - more ways to add pictures and videos and not have an error
I would also increase the limit of 200 people on the mail merge
Touchpoints which is a more sophisticated Mail Merge feature is NOT simple to use and the UEX needs to be dramatically increased
Tracking when you cc someone is not accurate. The tool can only track effectively when you send the email to one person only.

Likelihood to Recommend

If you are looking for a tool to streamline your sales outreach process, then look no further than Yesware. There isn't a one fit all tool solution but this tool checks all the boxes.

Ashlie Mckelvie Garnett

Senior Enterprise Business Development Manager - North America in Social Media at Socialbakers (Marketing and Advertising, 201-500 employees)

Vetted Review

4 years of experience

View profile

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