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Team Plan Overview

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Is the Team Plan Right for You?
There’s no denying the fact that salespeople rely heavily on emails. Emails are key to making first contact with new prospects, building trust in your product, and maintaining your relationship with existing clients. Yesware’s Team plan will give you tools to be more productive, additional insight into the effectiveness of your emails, and details reporting on your activities.

Organize your account members into teams with multiple managers and shared, standardized templates. With Yesware’s suite of email productivity tools including tracking, scheduled emails, and reminders you’ll be able to sell more effectively.

 

Tracking Usage

Unlimited Tracking
Tracking is at the core of Yesware and gives you immediate feedback on the effectiveness of your message. When you use tracking, you’ll be notified in real time when your prospect opens your message and interacts with it by clicking links and finding out more about your product. The Team plan will make sure that you have an unlimited supply of these notifications so you’re always gaining insight about the people you communicate with.

 

Presentation Tracking
Yesware’s presentation tracking feature gives you valuable insight into how engaged your audience is with your content. We’ll provide you with a presentation report which shows who viewed your presentation, how long they spent on each page and how often they accessed it.

 

Scheduled Emails
Don’t sit around waiting for the best time to send an email – set it and forget it! With Yesware’s scheduled emails, you can guarantee that your prospects are receiving your message exactly when you want them to. Choose the date, time, and timezone that you’d like to have your message delivered and we’ll take care of the rest.

 

Reminders
Nothing is worse than knowing that you need to do something, but not know what. Yesware’s reminders are here to help! When you set a reminder for an email, we’ll make it easy for you to follow up. Just configure your reminder before sending a message and we’ll bring that message right back to the top of your inbox for you when you need it. The reminder will also contain all of the tracking data from your original message so you can follow up with confidence.

 

Mail Merge
With Yesware’s Mail Merge, you can quickly send personalized emails to up to 200 recipients at once. You can schedule mail merges and automated follow ups for up to 3 months in advance. Yesware Mail Merge streamlines your email outreach process by merging templates with information customized to each recipient, such as names, company, dates, etc.

 

Sales Team Features
Our Team plan is an ideal solution for midsize sales teams that want to streamline their email communications and gain insight into team activities. You can create an unlimited number of teams with unlimited members, review and share effective templates, and get advanced reporting on all team activities.

Team Tracking Report

Advanced Reporting
Unlike the Pro plan, the Team edition of Yesware lets you see full detailed performance for your team as a whole as well for individual users. We’ve made the Team Template Report, Team Tracking Report, Team Activity Report, and Team Prospects Report to make team management easier for everyone.

The Team Tracking Report details your team’s performance, member by member, in an easy-to-read graph with details including emails sent, emails tracked, and open / reply statistics. The Activity Report provides an overview of template use, tracked emails, and CRM usage by team member. The Prospects Report aggregates each user’s Prospects into a single place, allowing team leaders to monitor overall team progress. For all of these reports, you’ll be able to click on any user on your team to drill down on their details – filter, sort, and review their individual performance.

 

Centralized Template Libraries & Template Sharing
Yesware Team edition makes it easy for members of a sales team to collaborate. When you first sign up for Yesware, we’ll take any standardized emails that your team uses and share those out to each member for you.

Over time, you might find that one member of the team has a really effective template that the whole team should be using. Your team will have a centralized template library where you can keep your most effective templates and easily share out to each member – no more version confusion or manual sharing!

Think the Team plan is the right plan for you? Head over to our plan overview page to get started.

Need more information before making a decision? Send our sales team a quick note or call us at 855-YESWARE.