Case Studies Case Study: Yesware

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	Case Study: Yesware

Case Study: Yesware

Technology Category	Analytics & Modeling - Predictive Analytics Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries	Professional Service Software
Applicable Functions	Business Operation Sales & Marketing
Services	Software Design & Engineering Services System Integration
Challenge	With a growing sales team, Yesware was looking to ensure their salespeople were as efficient as possible in their ability to conduct prospect research and generate interest. Joel Felcher, Sales Manager at Yesware, emphasized the importance of Sales Development Representatives (SDRs) in driving the company's growth. SDRs are responsible for conducting research, making initial contact, generating interest, and passing on the right contacts to close deals. The challenge was to streamline this process to make it more efficient and less time-consuming. Read More
About Customer	Yesware is an all-in-one sales toolkit designed to help salespeople close more deals faster. The software is best known for its email tracking capabilities, which prioritize prospects based on their level of engagement. This ensures that salespeople can make more informed outreach decisions. Yesware's primary users are sales teams who rely on the software to enhance their productivity and effectiveness in prospecting and closing deals. The company places a strong emphasis on making the sales process as efficient as possible, particularly for Sales Development Representatives (SDRs) who are on the front lines of generating interest and passing on qualified leads. Read More
Solution	Yesware implemented Capture to find contacts on the web and automate the process of moving those contacts into Salesforce. Capture is a tool that quickly captures contact information wherever it is found online. This automation significantly reduces the time SDRs spend on prospect research. Joel Felcher, Sales Manager at Yesware, highlighted the value of Capture in saving time and resources. SDRs can now focus more on prospecting rather than spending hours finding the right email and contact information. Capture helps overcome the obstacles of time-consuming prospect research, allowing SDRs to be more efficient and effective in their roles. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Predictive Analytics

Functional Applications - Enterprise Resource Planning Systems (ERP)

Applicable Industries

Professional Service

Software

Applicable Functions

Business Operation

Sales & Marketing

Services

Software Design & Engineering Services

System Integration

Challenge

With a growing sales team, Yesware was looking to ensure their salespeople were as efficient as possible in their ability to conduct prospect research and generate interest. Joel Felcher, Sales Manager at Yesware, emphasized the importance of Sales Development Representatives (SDRs) in driving the company's growth. SDRs are responsible for conducting research, making initial contact, generating interest, and passing on the right contacts to close deals. The challenge was to streamline this process to make it more efficient and less time-consuming.

About Customer

Yesware is an all-in-one sales toolkit designed to help salespeople close more deals faster. The software is best known for its email tracking capabilities, which prioritize prospects based on their level of engagement. This ensures that salespeople can make more informed outreach decisions. Yesware's primary users are sales teams who rely on the software to enhance their productivity and effectiveness in prospecting and closing deals. The company places a strong emphasis on making the sales process as efficient as possible, particularly for Sales Development Representatives (SDRs) who are on the front lines of generating interest and passing on qualified leads.

Solution

Yesware implemented Capture to find contacts on the web and automate the process of moving those contacts into Salesforce. Capture is a tool that quickly captures contact information wherever it is found online. This automation significantly reduces the time SDRs spend on prospect research. Joel Felcher, Sales Manager at Yesware, highlighted the value of Capture in saving time and resources. SDRs can now focus more on prospecting rather than spending hours finding the right email and contact information. Capture helps overcome the obstacles of time-consuming prospect research, allowing SDRs to be more efficient and effective in their roles.

Impact #1	With Capture, Yesware's SDRs save significant time and energy in prospecting, enabling them to reach more people faster.
Impact #2	The tool allows SDRs to build lists with just a few clicks or reports, eliminating the need for extensive manual work.
Impact #3	Capture enables mass grabbing and adding of contacts to Salesforce, saving hours or even days that would otherwise be spent on prospecting.

Impact #1

With Capture, Yesware's SDRs save significant time and energy in prospecting, enabling them to reach more people faster.

Impact #2

The tool allows SDRs to build lists with just a few clicks or reports, eliminating the need for extensive manual work.

Impact #3

Capture enables mass grabbing and adding of contacts to Salesforce, saving hours or even days that would otherwise be spent on prospecting.

Benefit #1	Reduced sales prospecting time from 4+ hours a day to 30 minutes a day.

Benefit #1

Reduced sales prospecting time from 4+ hours a day to 30 minutes a day.

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Overview

Case Study: Yesware

Operational Impact

Quantitative Benefit