Yesware: Calendar Sync & Summary Task Logging

Question

Hello Team, I have come across your APP on Salesforce AppExchange and have some queries regarding the Product. - Does the APP allow to create new Leads in Salesforce when an email is clicked in the Gmail - Do we have the option to add/save emails to Lead record - Does the APP allows to sync Salesforce Calendar/Activities/Events/Tasks back to Gmail Calendar (One Way Sync) Looking forward for your response. Thanks & Regards, Nabendu Kishore Chattopadhyaya

Great email tracking/email template tool!

This tool is amazing! The setting up is super easy, works both with Gmail and outlook, and setting up the integration with Salesforce is great. All your emails are tracked as activities within Salesforce, the only downside was it tracks opens as another activity so it throws off the reporting a little. They also introduced Touchpoint, which helps build cadence and automate their process. If they can tune it work well with their dialer, you are pretty much automating the whole prospecting process, making sales people's lives that much easier.

We are facing the production issue, can you please check it?

Developer script exception from @realty : yw.syncOpportunity : yw.syncOpportunity: execution of AfterUpdate caused by: System.CalloutException: Callout from triggers are currently not supported. Class.yw.CalloutHelper.sendRequest: line 73, column 1 Class.yw.CalloutHelper.sendDataNow: line 46, column 1 Class.yw.CalloutHelper.scheduleOrSendData: line 24, column 1 Class.yw.SyncOpportunitiesController.scheduleSendOpportunitiesData: line 4, column 1 Class.yw.SyncOpportunitiesTrigger.afterUpdate: line 34, column 1 Class.yw.SyncOpportunitiesTrigger.execute: line 18, column 1 Trigger.yw.syncOpportunity: line 4, column 1

Time Saving at Its Best!!

It's safe to say that I don't remember my life before Yesware. The product is amazing especially the new Mail Merge feature but the most important part for me is that they are always improving and the support is top notch. Kudos to the Yesware marketing team as well. Your blog has given me a ton of tips and change the way I send emails.

I don't know how we did sales before Yesware

The email and presentation tracking with immediate notifications when they've been open has completely changed my follow-up plans for prospects. I seriously don't know how I lead my sales teams before this product. Other notable features: templates (w/ reports), mail merge for high volume and the Salesforce sync that has literally shaved hours off my week's work.

Show me the Money!

I mean, what do you get paid per hour? I get at least 2 extra hours in the day for extra sales work. I can call customers, prospect new business, or simply survey my immense pipeline. Get it.

Increased Productivity

Yesware helps me understand with whom I should follow-up, prioritize my leads and saves me tons of time on data entry in Salesforce each week. Plus I get a snapshot into my team's activity. Definitely a must have.

A Must Have for any Professional Sales Organization

Yesware, and all the features it offers, is a game changer for any sales organization. From Email Tracking, Gmail Integration, Salesforce Integration, Gmail Calendar Sync, Reporting, etc etc, the features are endless. I look forward to their continued development of their Web and mobile platforms. P.S. Like most applications, there are little things that need added, like email search functionality on the mobile phones and additional reporting capabilities, but even with the areas that need improvement, Yesware is the best we have seen by far.

Awesome app with amazing customer service!

Yesware has become such an integral part of our sales organization. Pretty much any client facing team has a set of templates and is very comfortable syncing leads/contacts and activities into Salesforce right from their gmail inbox. It is very reliable and we are running numerous reports in Salesforce based on Yesware activity. Two thumbs way up!!

Salespersons best tool

The Salesforce integration makes creating contacts easy. We have a lot of repetition in the emails that we send so the templates function has made it much easier to get customers the information that they need quickly. A lot of the information that we used to have to get from tech support we can now use a template instead. It has saved tech support 20% of their time by moving that task to us. We look forward to some of the updates that are coming but so far we are very happy.