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Yesware for Salesforce

Add Yesware's prescriptive analytics to Salesforce

Free  

Never requires payment

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Business Need
Dashboards & Reports

Get the sales data you need to grow revenue — not just report it. - See how each rep is performing relative to the rest of the team - Prioritize opportunities that are most likely to close - Identify weaknesses in a sales reps’ selling process

    Compatibility

    Salesforce Editions
    Professional
    Enterprise
    Unlimited
    Developer
    Additional Requirements
    Salesforce License.

    App Details

    Version
    Yesware Reports/Spring 2017 1.11.0
    Listed On
    05/06/2015
    Latest Release
    03/04/2022
    Supported Features
    No Limits
    This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
    Managed Package
    This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
    No Limits
    Managed Package
    Package Contents
    If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
    Custom Objects: 0
    Custom Tabs: 1
    Custom Apps: 1
    Lightning Components
    Global: 0
    App Builder: 0
    Community Builder: 0
    Languages
    English

    Security

    This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
    Last Reviewed Version
    The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
    1.11.0
    Last Reviewed Date
    The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
    04/10/2017

    Additional Details

    Yesware activity dashboards in Salesforce help Sales VPs, Sales Managers, and Sales Operations pros scale sales success by pinpointing exactly what’s driving one person’s high performance. After installing, a new Yesware Reports tab will appear within Salesforce, offering 5 elegantly designed reports. 1. Activity vs. Engagement Report - See which prospects are most engaged with your sales team, and get smart recommendations on who to keep pursuing and who isn’t worth the effort. 2. Sales Rep Performance Dashboard (free, does not require Yesware) - Rank reps according to win rate and amount won. Then, drill down by rep to view average deal size and number of prospects pursuing, qualified, and won. 3. Team Tracking Report - Know who’s an email pro with at-a-glance breakdowns of emails sent, emails tracked with Yesware, open rate, and reply rate by team member. 4. Team Template Report - See which email templates get the most opens and replies, so you can share the best messaging with everyone on your team. 5. SDR Manager Dashboard - Visualize the effectiveness of a sales rep’s email strategy, outbound call activity, and revenue generated compared to the team.

    Need help?

    Yesware, Inc.

    Boston, MA (USA)

    Other ResourcesTerms & Conditions