Understanding what’s effective for your team isn’t always the easiest thing to do. 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 can help speed up and fine-tune your selling. We’ve built a suite of reports to give our users exactly that.
Yesware offers reports on the personal and team level, so you’ll always be able to see performance by individual and across your entire organization.
This article contains the following topics:
- Email Activity Report
- Templates Report
- Personal Tracking Report
- Campaigns Dashboard
- Salesforce Reporting and Dashboards
Email Activity Report
Yesware offers the ability to download email activity for up to 180 days. The activity report provides a quick overview of how you’ve been using Yesware to communicate with your prospects. You can pull the report for you or for your teams. The exported report will show the number of emails sent, open and reply rates, and CRM sync data.
The Templates Report provides a quick overview of the usage and performance for personal and team templates. If you are a Team Leader, you will be able to pull a team report. The exported report will show the number of emails sent with a template, the number of tracked emails sent with a template, the open percentage rate and the reply percentage rate.
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.