Yesware Salesforce Integration Guide
Since 2012, Yesware has offered a dedicated Salesforce two-way integration allowing users to create tasks, contacts, and reports simultaneously in both platforms. Microsoft, Salesforce, and others have awarded Yesware as a top productivity platform for salespeople thanks to the increased productivity it unlocks via dedicated integrations.
Find out why 800,000 users trust Yesware. Get started with our Salesforce Yesware Integration Guide to see just how productive your sales team can be.
What is Yesware and what makes it different?
Yesware is a sales productivity platform. The company was founded by Matthew Bellows, Rajat Bhargava, and Cashman Andrus. The company has over 800,000 users, including companies like Acquia, Groupon, Zendesk and Square.
Yesware Features
Sales Analytics
- Open Rates
- Link Activity
- Attachment Activity
Email Customizations
- Email Platform Integration
- Email Scheduling
- Notifications
- Email Categorization
- Templates
Sales Team Integrated Workflows
- Task Management
- Email Tracking/Automation
- CRM Integration
Repeatability and Reporting
- Content Management
- Workflow Management
- Workflow Performance
Integrations
- Salesforce
- Gmail
- Outlook
- LinkedIn
- Clari
- Zoom
- Docsend
- Microsoft Teams
Yesware Salesforce Integration
Yesware is a complete sales toolkit that helps you manage your sales funnel right from your Gmail and Outlook inbox. With Yesware's automated Salesforce Sidebar, users can sync all sales email interaction, email opens, email replies, email link clicks, calls, and presentation from your inbox.
Features
- Lightning Ready
- Professional & Up
- No Limits
- Person Accounts
- Multi-Currency
Package Contents
- Custom Objects: 5
- Custom Applications: 0
- Custom Tabs: 0
Lightning Components
- Global: 0
- App Builder: 0
- Community Builder: 0
Requirements
- Salesforce Edition Professional, Enterprise, Unlimited, Developer
- Other System Requirements No additional system requirements
Yesware Pricing
Yesware offers three tiers of pricing: pro, premium, and enterprise. Yesware is billed annually starting at $12 per user per month. In order to use the Salesforce integration you’ll need to purchase the Enterprise plan starting at $65 per user per month.
You can sign up for Yesware for free since they offer a 14-day no credit card required trial. At the end of the trial you’ll need to provide payment to continue using Yesware.
Popular Yesware Alternatives and Competitors
A decade ago when Yesware first started there were few options for boosting sales team productivity and engagement. A lot has changed since then. Today, Salesforce has created an entire app ecosystem of tools and technologies for building world-class sales teams at scale. Here are a few of the most popular alternatives to Yesware.
Frequently Asked Yesware Support Questions
- Does Yesware integrate with Gmail?
Yes, you can integrate Gmail with Yesware to eliminate manual data entry of sales calls and outreach. They also offer a Yesware chrome extension specific to integrating G-suite with Yesware.
- How to sync Yesware and Salesforce?
To enable Yesware with Salesforce you’ll need to sign up for the enterprise version of Yesware. Once you’ve signed up you can enable the Salesforce integration from an email client like Gmail or Outlook.
- Here’s how to add Yesware to Gmail:
1) Click the "Yesware" menu at the very top of Gmail and select "Preferences"
2) Navigate to the "Integrations" section
3) Under "Salesforce," make sure you've switched the toggle to the "On" position
4) Authenticate to Salesforce if you have not already done so, which will link your account
5) Click "Save & Reload"
- Who are Yesware’s biggest competitors?
According to Owler, Yesware’s biggest competitors are Outreach, Streak, iContact, SalesHandy, Salesloft, Clari, Chorus, Gong, Conversica, and Afiniti
