Yesware

Yesware is a email tracking solution which integrates well with Gmail and Outlook as well as many customer relationship management (CRM) tools on the market. It allows businesses to setup personalized email templates for use in Gmail and Outlook for emailing at any stage in the customer lifecycle. The software comes with several pre-made email templates which are easily customizable as well create your own. Templates save a lot of time when emailing. It's great for split testing email marketing campaign success with a high level of targeting. Using semi-personalized industry email or highly personalized emails to contact and follow up with prospects and track their email actions all inside Gmail or Outlook. Pricing ranges from $12 per user, per month billed annually to $55 per user, per month with custom pricing beyond that with a free trial available with no credit card. Utilize email engagement analytics to understand which prospects are most interested in you're messages through tracking notifications. You can understand open and click rates for those prospects including download tracking. Note whether they are on a mobile device or computer and their geographic location and check the quick status of tracked messages. You can create and re-use your email messages to save time and increase productivity and create custom personalized emails and save them as a template quickly with a rich text editor and links in your email campaigns. Yesware increases efficiency in the sales pipeline by knowing who to contact via analytics such as: template response rate, reply rate, email open rate, and clicked URL's. Split test email templates and utilize reports to identify best email campaign performance and setup automatic scheduling of emails. Leave yourself a reminder to contact or follow up with a specific prospect. And email up to two hundred contacts simultaneously with personalized email. Make phone calls from the inbox with a single click while tracking calls in Salesforce. Understand content engagement for your emails including who viewed it, time spent reading, and frequency of content access. Monitor your team progress and results, utilize role based permissions while sharing custom email templates. Yesware is great to sync accounts with Salesforce and other CRM's to capture data for activities such as: who opened, download rates, reply rate, clicked URL's. CRM integrations including SugarCRM, Highrise, Pipedrive, Insightly, Base, Netsuite, Nutshell, Batchbook and more. Utilize a single calendar between Gmail and Salesforce. The ability to use existing email templates, customize them and create your own for re-use in a team sales environment is powerful. The scheduling, merge, reminder and follow up functionality are also very useful. Integrations with Gmail and Outlook is a key feature. I used this software with Gmail successfully to track when someone opened my emails, the frequency of reading my emails, and who they shared my email with. It helps provide a transactional history if you need to cite it or suggest when they clicked on it. The ability to engage in team data and assimilate best practices from multiple users and email campaigns is also powerful. The support was great when I dealt with Yesware directly. Very helpful.

I used Yesware in with an outbound cold calling campaign to track follow up track emails. There was a small learning curve but overall was quite easy to setup. Though I had to create a custom tutorial for team members to follow exactly what I did. Perhaps a macro workflow type of setting would be useful. Though that may take away from the specialization of what Yesware does best and that's tracking. Small lag between email sending appearing in 'email sent' tab. History of email sent could be extended. Reminder and follow up system could be enhanced compared to similar systems. I was able to integrate PipeDrive CRM seamlessly but I've read account where certain CRM's did not integrate well.

It's very intuitive to learn and implement with Gmail, and I'm assuming Outlook. Our inside sales team and I gained important insight regarding who, when and how often our follow up emails were being read and contacted the best leads at optimal times using this data. It's been a year since I was researching email tracking so I'm interested what's happened since and whether I would still choose Yesware as my paid subscription but based on my current knowledge it is well worth the money considering the value you get. It was interesting to learn which prospects prefer phone or email based on the whole process. Everyone was a bit different but the overall data helped us tremendously target our audience directly.