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 (by User and by Template)
- Recipient Engagement Report (Beta)
- Link Click Engagement Report
- Personal Tracking Report
- Reports Downloads
- 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 an 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 it 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.
Templates Report by User
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 by User 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.
Templates Report by Template
The Templates Report by Template provides a quick overview of the usage and performance of specific, individual personal and team templates. The report breaks down template usage by each template, so sales leaders can determine which templates are performing well and which could use a little work, and individual team members can see which templates their colleagues are using successfully and follow suit.
Recipient Engagement Report
The Recipient Engagement Report outlines how engaged each of your recipients has been with your emails to help you determine where to spend your valuable time. This report summarizes for each recipient how much they have interacted with the content you are sending to them. You no longer have to rely on individual email tracking to try and build the bigger picture for each individual recipient.
Link Click Engagement Report
The Link Click Engagement report shows you how your recipients are engaging with the hyperlinks you're sending in your emails, displaying all the tracked links that at least one recipient clicked in a selected period.
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.
The Report Downloads lets you download CSV reports for email activity and Templates of both you and your team, and each individual report has a "Download Report" button in the upper right hand corner of the screen.
Users on the Premium and Enterprise plans have access to our Campaigns Dashboard. In the Campaigns dashboard, you can easily find the Open, Click, and Connect rates for each Campaign at the overall Campaign level. By clicking into each Campaign, you can see these stats for the individual touches that make up the entire 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.