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Gmail and Outlook Inbox, Phone, and Calendar Integration by Yesware

Starting at $12 USD per user per month All users have full access to Yesware Enterprise with the Salesforce Integration for the first month. Yesware's Enterprise plan starts at $55 per month after your 4 week free trial. Free trials for Gmail & Outlook.

Rating

(87)

Listed On

9/16/2013

Latest Release

5/26/2017

Lightweight prescriptive sales platform for data-driven sales teams.

Trust your Salesforce Data. Automatically log activity data on every email sent, opened, and received; every attachment downloaded; presentation viewed; and meeting scheduled to the correct Salesforce.com record, all in real time.

  • Yesware seamlessly connects to Google Apps, Outlook, and Salesforce.com. Installation takes seconds and requires no technical knowledge, allowing your team to stay focused on selling — not learning a new tool.
  • Reps can track emails, make calls, and view and update Salesforce.com records right from their email inbox, freeing up valuable selling time.
  • Email and attachment tracking, custom email templates, email automation, and a phone dialer built right in your inbox provide sales teams with actionable data to hone their sales strategy.
Yesware gives your reps the tools they need to close more deals, faster:####1. Real-time email open notifications prompt you to connect when your message is on their mind.####2. Email templates allow you to save, reuse, and track the effectiveness of the messages you find yourself writing again and again.####3. Yesware keeps working for you when you’re off the clock. Schedule emails to be sent at a later date and set reminders to follow-up on important messages.####4. Place a call from your inbox, take notes, and save it all to Salesforce.####5. Send personalized emails to up to 200 people at a time, or set up email drip campaigns to ensure you never miss a follow-up.####6. Easy to use reporting and an intuitive dashboard make it easy to understand how sales reps are spending their time, and offer actionable advice on how best to engage with prospects.

Highlights

  • Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance EditionsProfessional & Up
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Supports orgs where Person Accounts is enabledPerson Accounts
  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 5
  • Custom Applications: 0
  • Custom Tabs: 1

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
For Gmail Users: Latest version of Chrome or Firefox##For Outlook Users: Yesware for Outlook is only available for Windows 7 and later####Gmail or Outlook

Support

Additional Information

Package Name
Yesware
Version
Spring 2017 / 1.23.0
First Release
9/16/2013
Latest Release
5/26/2017
Languages
Yesware, Inc.
Boston, MA (USA)
Founded
2010
Phone
1-855-YESWARE

Want to know what happens after you click send?####Yesware is a complete sales toolkit that helps you manage your sales funnel right form 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.####Sales Analytics####Track your emails and presentations. Get real-time insights on what content is helping you close more deals.####Salesforce Integration####An easy way to ensure that every email you send is automatically saved to Salesforce - no manual data entry required.####Time-Saving Tools####Sell smarter and faster with powerful sales tools right in your inbox, like Email templates, Send Later, Reminders, Mail Merge, and Click-to-Call.####Leverage Yesware customizable and shareable templates across your organization to use the best performing emails within your sales toolkit. Mail Merge for Gmail and Outlook allow users to automate sales follow ups for up to 10 stages. Yesware click-to-call allows users to call prospects and log calls directly from the inbox.####Track your emails, connect more effectively, and close more deals faster.

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