Send activities to CRM with a Salesforce integration that does it for you.
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. And with background sync, your data will sync even when you're on mobile or using a device without Yesware installed. 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. Want to keep things simple? Summary Task Logging reduces the amount of Salesforce storage space needed to sync all of your data and makes your reports easier to read.
Yesware’s Salesforce sync saves Fiksu’s reps about a half hour a day, which is very significant across our organization.Alexander Sullivan, Fiksu