February 20, 2014

Yesware – Improving the Sales Process

Sales managers can’t close deals without the right tools. Yesware is an important part of the salesperson’s toolbox, providing users with a way to track and analyze email communications and gather real-time feedback about every sales opportunity. The application integrates with Salesforce and Gmail, helping companies get more out of the applications they’re already using.

Start selling more effectively without leaving your Gmail inbox. Install Yesware’s free add-on for Gmail to start tracking messages sent by prospects and customers. Yesware will let you know when your messages are being viewed, where those messages are being viewed, and when it’s time to follow up. Share the most successful pitches with your teammates, or turn them into templates for future salespeople to follow. Yesware lets you create custom templates for every stage of the sales process. Meanwhile, detailed reporting tools offer insight into which of your colleagues is the best at following up with prospects at the right time. These tools also show whether your messages are actually reaching top decision makers.

To get the most out of Yesware, you should sync the app with Salesforce or your CRM. Doing so allows you to create and edit Salesforce contacts directly from Gmail. The application also syncs all tracking data to Salesforce, and adds new tasks while you’re reading emails from contacts. Automated activity reports ensure that every lead, account, and sales opportunity is being maximized for full benefit.

Practical Uses:

  • Reply to email messages at the most opportune times
  • Find out immediately when a prospect has opened your message
  • See where your leads are physically located when they read your emails
  • Edit Salesforce contacts from inside Gmail

Insider Tips:

  • Yesware integrates with a number of CRM apps, including Salesforce, Batchbook, Pipedrive, Base, Highrise, and SugarCRM
  • Use the Gmail add-on to take advantage of Yesware’s tools
  • Add links and rich text to custom email templates
  • Use automated reminders to prioritize important messages that haven’t gotten replies

What we liked:

  • Yesware can be used from inside a Gmail inbox
  • Sales managers can find out immediately when their messages have been opened
  • Yesware connects with all the most popular CRM tools
  • Team collaboration tools help sales staffs work together more effectively

What we didn’t like:

  • Yesware requires additional browser permissions to recognize a user as the sender of a message


Company Info:

  • Launched: September 2011
  • Privately Held
  • Headquarters: Boston, Massachusetts
  • Founded by: Matthew Bellows, Rajat Bhargava, and Cashman Andrus
  • Web site:


  • Pro account is $10 per month (with annual billing)
  • Team account is $20 per month (with annual billing)
  • Enterprise account is $40 per month (with annual billing)
  • Custom account is $80 per month (with annual billing)

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