Understanding what’s effective isn’t always easy. Closed deals and tangible results are good for measuring success, but they don’t answer the question of how you got there. Having clear insight into the sales process as well as individual and team performance speeds up and fine-tunes your selling. That’s why we’ve built a suite of reports to give our users the insight you need to thrive.
This article contains the following topics:
- Email Activity Report
- Templates Report
- Personal Tracking Report
- Campaigns Dashboard
- Salesforce Reporting and Dashboards
Email Activity Report
With the Email Activity Report, we put the data in your hands to help you make real connections even faster.
The activity report provides a quick overview of how you’ve been using Yesware to communicate with your prospects. All team members are able to view team performance stats to learn from one another and improve together. Not only does it give team leaders an easy-to-read view of team tracking performance, but also allows all team members to view the email activity (including Sends, Open %, and Reply %) of the other members of their team(s). This information can be easily sorted and reporting periods can be specified to provide critical, granular insights.
Sales is a team sport, and where one salesperson succeeds - everyone succeeds. That's why we think you’ll love this Report.
The Templates Report provides a quick overview of the usage and performance for personal and team templates. The report breaks down template usage by individual user, so sales leaders can guide their team strategy and individual team members can see how their colleagues work - and how their own performance stacks up.
Personal Tracking Report
The Tracking Report details your outbound prospecting performance in an easy-to-read graph with details including emails sent, emails tracked, and open / reply statistics. The personal version of the tracking report allows you to filter, sort, and search your full email tracking history while also giving you a quick-view of your past 30 days. Using the filtering, you can see a full history of your communications with specific prospects as well as their history of how they interact with your messages. By clicking on the subject line of the message, you can find more detailed report, including the location and IP address associated with the event.
Users on the Premium and Enterprise plans have access to our Campaigns Dashboard. By clicking on Campaigns, you can easily find the Open, Click, and Connect rates for each Campaign.
Salesforce Reporting & Dashboards
Users on our Enterprise plan have access to our full integration with Salesforce. We’ll automatically capture all of your Yesware activity, associate it with the correct contact or lead, and store that information in your Salesforce account.
Since we standardize the way that we log our data, it becomes quick and easy to use the Salesforce reporting tools to see exactly how each individual prospect has progressed over time from initial contact to closed deal using Yesware data. We package a few sample reports, but there are no limitations to what you can use this data to discover.