Sync emails, calls, and meetings to Salesforce in the click of a button.
Easy Salesforce email and calendar integration
Set your data entry to “autopilot”
Yesware automatically syncs your email data to Salesforce without any manual email tagging or alternate addresses needed. Use the Salesforce Sidebar to see your contact’s recent activity and create new Salesforce tasks, right in your inbox.
Sync your calendar to CRM
Yesware’s deep integration goes beyond calls & emails. Whenever an event is assigned to you or modified in Salesforce, your Gmail or Outlook calendar automatically reflects the change.
Robust Salesforce reporting
Yesware data in Salesforce can be sliced and diced to display information on emails sent, opened, links clicked, replies, calls made, meetings scheduled, and more. Use Sales Activity Dashboards for Salesforce to quickly see what your best performing reps are doing differently from the rest of the team and how to replicate success.
Yesware’s Salesforce sync saves Fiksu’s reps about a half hour a day, which is very significant across our organization.Alexander Sullivan, Fiksu