Salesforce Integration
Yesware integrates with Salesforce, automatically syncing your email activity with your CRM and putting valuable insights and relationship-building tools right into your Gmail or O365 inbox.
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1.2 million installs and counting
Set your data entry to auto-pilot
Yesware automatically syncs your email data and activity to Salesforce, even when you’re on mobile (thanks to Background Sync). You can say goodbye to manual data entry for good. Summary Task Logging can reduce your data footprint and make reports easier to read.
Find fresh insights with Salesforce reporting
Combine your Yesware email data with Salesforce’s robust reporting features to slice and dice by important metrics – like open and reply rate – and sort by Contact. Gauge your performance and find new ways to improve your outreach.
Get Salesforce in your inbox
With a Salesforce Sidebar right in your inbox, you’ll see your contact’s recent activity and be able to create Salesforce Tasks without switching apps. It also makes customizing your email templates effortless, as Salesforce can auto-fill your templates with individual contact info. Building genuine relationships just got easier.
Add Salesforce Contacts to Campaigns
You can add lists or groups of Salesforce Contacts directly to your Yesware Campaigns with just the click of a button. Keep adding individual contacts from the Salesforce Sidebar as you go, and personalize each touch and email along the way for the perfect message, every time.
Yesware + Salesforce =
Ultimate Sales Productivity
Yesware works with Gmail and O365, installing in less than 60 seconds. Add Salesforce integration for the ultimate sales productivity tool for your inbox, that adds to your workflow without interrupting it.
One easy sales tool
Yesware’s all-in-one toolkit for sales professionals helps you book better meetings, track results, and drive more business – right from your inbox.
Streamline your sales process with Yesware & Salesforce
Try Yesware free for 14 days to get these two powerful sales tools in your inbox
