Yesware

Automatically remove recipients who opt-out or disengage from campaigns

Create custom touch types for specific outreach activities

Multi-touch automated email campaign creation and management with personalization

Orchestrate campaigns across email, LinkedIn, and call touches

Detect when recipients have out-of-office messages and pause campaigns

Get automatic reminders to follow up with prospects based on engagement

Attach files to multi-touch campaigns

AI-powered task prioritization within inbox based on engagement

Import Salesforce leads or contacts directly into Yesware campaigns

Create custom event types in Yesware for Salesforce syncing

Prevent specific domains from syncing to Salesforce

Integrate phone calls as touches within multi-channel campaigns

Integrate with Clari sales intelligence platform

Automatically log emails and activities to most CRM systems

Track document views and engagement from DocSend

Import Salesforce list views to create Yesware campaigns

Send LinkedIn connection requests from Yesware interface

Send LinkedIn inMails directly from Yesware sidebar

Access LinkedIn Sales Navigator within Yesware sidebar

Include LinkedIn interactions as touches in campaigns

Integrate with Microsoft Teams for collaboration

Configure preference for syncing Salesforce contacts vs leads

Integrate with RingCentral phone system

Background sync of Salesforce data including mobile and tablet support

Two-way sync of activities between Yesware and Salesforce

Sync calendar events between Yesware and Salesforce

Advanced customization options for Salesforce integration

Automatically sync email replies to Salesforce records

Automatically sync sent emails to Salesforce records

Force immediate sync with Salesforce for real-time data

Yesware functionality directly in Salesforce inbox interface

Deep integration with Salesforce for data sync and workflow automation

Sync historical email activities to Salesforce

Use Salesforce credentials to authenticate Yesware

Automatically create summary tasks in Salesforce

Sync alternative email addresses from Salesforce fields

Check opt-out status before sending individual emails

Automatically check Salesforce opt-out status before campaigns

Native integration with Gmail via Chrome extension and Outlook via add-in

Integrate Zoom meeting scheduling and links

Share and sync colleague calendars for team scheduling

Set custom questions for prospects to answer before meetings

Pre-built and custom email templates for faster outreach composition

Schedule meetings and manage calendar integrations with Google and Office365

Pre-built templates for meeting scheduling and booking

Customize meeting scheduling link buffer times for personalized scheduling

Save frequently used attachments within email templates

Schedule emails to send at optimal times for recipient engagement

Manage tasks, activities and notes directly within Yesware

Create and save unlimited personal email templates

Organize templates into unlimited personal folders

Comparative analysis of multiple campaigns

Campaign performance segmented by individual user

Analyze performance metrics for email campaigns

Detailed reporting on link clicks within emails

Individual sales rep activity and engagement metrics

Create polished, presentation-ready reports from engagement data

Detailed reports on individual prospect engagement metrics

Advanced reporting through Salesforce managed package integration

Aggregate reporting and insights for entire sales teams

Performance analysis comparing different email templates

Template performance broken down by individual users

Performance metrics for individual team members