Yesware Training Resources

How to get the most out of Yesware and sell more effectively from inside your inbox.

To start using Yesware
Head to www.yesware.com and click the 'Add Yesware to Gmail' button on the front page. After a few easy clicks of the mouse, you should be all set. Make sure you have the latest version of Chrome and Firefox.

To start using Salesforce Sync in Yesware
Click on the Yesware tab on the top right of Gmail > Click Preferences > Click Salesforce > Click to authenticate Salesforce and turn on Salesforce Sidebar and Send to Salesforce.

For more detailed instructions, click here. 


Basic How-To Videos

1. How To: Setup Your Yesware Account
   
2. How To: Track Messages
   
3. How To: Send Later
   
4. How To: Insert Images in Templates
   
5. How To: Reminders
   
6. How To: Mail Merge
   
7. Yesware’s Salesforce CRM Integration in Gmail
   
8. How To: Attachment Tracking

Sales Effectiveness:

1. 6 More Rules for Writing Effective Sales Emails
   
2. 7 Proven Ways to Write Emails That Get Replies, Backed by Science
   
3. Boost Your Sales Through Effective Writing: 8 Proven Steps to Success
   
4. How to Close More Deals with Lean Email
   
5. How to Turn Bland Text into a Persuasive Sales Email
   
6. Why You Should Never Send a Naked Email to a Customer
   

Step-by-Step Guides:

1. Attachment Tracking
   
2. Calendar Sync
   
3. Log to Salesforce
   
4. Update Yesware Version Manually
   

Sample Templates:

1. 4 Winning Approaches for Writing a Cold Email
   
2. 4 Email Templates to Handle Sales Objections
   
3. 4 Email Templates to Keep in Touch
   

Yesware-Salesforce Resources:

1. 4 New Salesforce-Focused Features
   
2. Making Sense of Yesware Data for Salesforce Admins and Sales Ops Managers
   
3. Yesware Salesforce Sync

Webinars (25 minute sessions):

1. Tracking 101 Webinar
   
2. Templates 101 Webinar
   
3. All About Team Webinar
   
4. Crash Course Salesforce + Other CRMs Webinar