Solving the problem of pipeline generation with Yesware

by | Apr 18, 2023

At Vendasta, we know the challenges you face with pipeline generation. It’s not only difficult to capture a lead’s attention, it’s just as tough to convert them into a paying client in a repeatable way. Solving this problem starts with having the right sales tools—like Yesware.

Vendasta Yesware has over 1.4 million installs to date. With over 6,000 teams using Yesware each day. It’s the leading choice for sales professionals looking to drive more revenue through email outreach.

Recently announced at Conquer Local Connect, Yesware is now included for free for all Vendasta partners on current subscriptions. In this blog, we explore what’s included, and how to leverage the power of Yesware for your campaigns, email tracking, and prospecting efforts.

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What’s included in your subscription?

Some Yesware users invest more than $5,000 per year on seats, underscording the value of this pipeline generation tool now included in Vendasta subscriptions.

Here’s a breakdown of what’s included:

Partners on Vendasta’s 2022 or 2023 Essentials or Professional plan will receive Yesware Pro included with their subscription, which typically runs $19 per seat per month. If you’re on a current Premium or a Custom plan, Yesware Premium is included with your subscription, which typically costs $45 month per seat.

What’s included

Important to note: If you’re a partner on an older or legacy Vendasta subscription, such as our sunsetted $99-a-month Individual or Startup plan, you can upgrade your subscription to start enjoying Yesware today. Start by exploring our plans to find one that’s best for you. Don’t hesitate to reach out to our support team if you have any questions.

Unlocking pipeline generation for your agency

There are three things that Yesware does really well:

  1. This sales tool helps with pipeline generation by letting users respond to leads faster, and by getting everyone on your team prospecting via email outreach.
  2. It lets you convert more opportunities by following up more efficiently and communicating more effectively.
  3. And it helps expand accounts by letting your team build lasting relationships with better engagement.

Unlocking pipeline generation for your agency

Yesware does all of this through features that make everyone on the team more productive by running the same plays that yield the best results. It lets you know when your prospects are engaging with your emails, so you can reach out at the perfect time.

What makes Yesware different is that it doesn’t require you to change your email outreach process. It’s a pipeline generation tool that lives right inside your team’s Outlook or Gmail inbox, enabling everyone on your team with an easily repeatable sales process.

“You can run multi-touch sales campaigns, track engagement in real time, schedule meetings, and follow up fast with the highest performing messaging at any stage of the sales process.”

Jaqueline Cook

Chief Operating Officer, Vendasta

Leaders can also analyze what’s working to standardize repeatable best practices throughout the sales cycle and replicate success from top performers.

Getting started with Yesware

To begin leveraging Yesware through the Vendasta platform to power pipeline generation at your agency, it’s a pretty simple process.

  1. Once you sign in to Vendasta, you will see a new tab called “My Purchases” under “Marketplace” in Partner Center.
    Getting started with Yesware
  2. From there, you will see a banner that says “Your free gift! Enjoy Yesware as part of your Vendasta platform subscription.”
  3. All you have to do is click on Yesware, follow the sign-in process, and you’ll be in Yesware. Simply follow the instructions to install the Gmail or Outlook extension to get started.

Leveraging Yesware to power pipeline generation

Once Yesware is set up in your inbox, there are so many new prospecting and pipeline generation opportunities available to you.

Enhance pipeline generation with email tracking

Have you ever wished you could read your recipient’s mind? With email tracking, you can get pretty close to it. Yesware informs you of what happens after you hit the send button, so you can follow up at the perfect time.

You will notice that your emails are automatically tracked when you begin sending them. By following notifications, you can view when your emails are opened, how many times they have been opened, and on what device. This enables you to follow up with a phone call to your potential customer at the time when they are most likely to make a purchase.

Enhance pipeline generation with email tracking

Using email templates to scale your pipeline generation efforts

One of the most convenient features with Yesware is the ability to create email templates. Instead of spending hours crafting the perfect email, you can create personalized email templates that can be used over and over again.

An added feature of Yesware Premium allows your to create and save templates for your entire team to ensure consistent messaging and branding across the board. In addition, powerful analytics allow you to track which templates are being used and how effective they are. This gives you the data you need to increase response rates and convert more business.

Automate your prospecting with campaigns

Yesware campaigns allow you to create and send personalized emails to multiple recipients at once, reducing the time and effort required for sales outreach. Campaigns not only enable you to send automated emails, but they also remind your team of multiple outreach points like phone calls, LinkedIn connections, and more.

It’s all about streamlining sales activity.

Imagine logging into your email each morning, only to find that Yesware has already done the heavy lifting. Prospecting emails have gone out and you have a list of organized tasks, phone calls to make, and LinkedIn messages to send, setting you up to connect with hundreds of prospects all before your morning coffee!

Yesware Prospector plus Contact Enrichment

Yesware’s latest feature, Prospector plus Contact Enrichment, gives you the ability to prospect from a dataset of over 100 million global business profiles. Then, with one click, drop them into your highest-performing Yesware campaigns.

feature breakdown

It all starts with accurate data, and with Yesware, you can be confident that you’re reaching out to the right people with the most confirmed, up-to-date information on the market. Plus, with GDPR & CCPA Compliant Business Profiles, you can prospect in line with these regulations at all times with a fully compliant sales intelligence platform.

Pipeline generation powerhouse now included with Vendasta plans

As you can see, there is a ton of value packed into this powerful tool, now included for free with your Vendasta subscription.

It’s kind of a big deal!

Pipeline Generation with Yesware FAQs

1. What exactly is pipeline generation?

Pipeline generation is the process of creating a steady, predictable flow of prospects who move from first touch to booked meeting to closed customer. It covers outreach, follow-up, multi-step campaigns, and tracking each stage so nothing falls through the cracks.

2. How does Yesware help with pipeline generation?

Yesware sits directly inside Gmail or Outlook, so your team can run repeatable outreach without changing their workflow. You get real-time email tracking, automated campaigns, template analytics, call reminders, and engagement insights that help you reach prospects when their interest is highest.

3. What’s included with Yesware through my Vendasta subscription?

Essentials and Professional partners (2022/2023 plans) get Yesware Pro included. Premium and Custom plans get Yesware Premium, normally $45/user/month, which unlocks team templates, advanced analytics, and more robust campaign features.

4. Do I need to pay for extra seats to use Yesware with Vendasta?

No. The Yesware seats included match your Vendasta plan. If your team needs additional seats, you can add them through Marketplace at partner pricing.

5. How does email tracking improve my prospecting?

Yesware shows when someone opens your email, how many times they viewed it, and what device they used. That visibility helps you follow up at the exact moment when they’re most engaged, increasing your chances of booking meetings.

6. Can Yesware help my whole team stay consistent with messaging?

Yes. Templates—and Team Templates on Premium—standardize your best-performing outreach. You can share proven email copy across your entire team and track which messages are generating opens, replies, and conversions.

7. How do Yesware campaigns work?

Campaigns let you send personalized multi-step outreach sequences at scale. You can combine automated emails with call tasks, LinkedIn steps, and follow-up reminders. Instead of manually chasing every lead, Yesware handles the sequencing while you focus on the responses.

8. What is Yesware Prospector and Contact Enrichment?

Prospector gives you access to a dataset of over 100 million verified global business profiles. With one click, you can pull contacts into Yesware and drop them straight into your highest-performing campaigns. All data is GDPR and CCPA compliant.

9. Do I need to change my existing inbox or CRM workflow to use Yesware?

No. Yesware works inside your existing Gmail or Outlook inbox. You continue emailing exactly as you do now, but with tracking, templates, campaigns, and insights added on top.

10. How do I maintain a healthy lead-generation pipeline with Yesware?

Consistency is everything. Yesware helps by automating first-touch outreach, surfacing engaged leads instantly, prompting timely follow-ups, and giving you analytics to refine your messaging. When outreach is steady and data-driven, your pipeline stays full.

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