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Yesware for Salesforce

Add Yesware's prescriptive analytics to Salesforce

Overview

  • 5 interactive reports help you optimize sales performance using your own Salesforce data and Yesware’s prescriptive sales analytics.

  • Drill down into email, call, and meeting activity data to identify what the best reps are doing differently, so you can set up a system to help the entire sales team replicate proven strategies.

  • Shorten the sales cycle with data-driven recommendations on which opportunities are worth prioritizing, and which prospects are a waste of time.

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.

Categories

Business Needs
Dashboards & Reports
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

More from

  • Click “Get It Now” to install our bi-directional calendar sync and our custom fields for summary task logging. Bi-directional calendar sync keeps your meeting data up to date. Summary task logging captures all email engagement data at email task record. 
  • Click “Get It Now” to install 4 free reporting dashboards by Yesware. Visualize email, call and calendar activity across your sales team. See how their activity leads to outcomes like meetings booked and closed-won revenue when you install this app.