{"id":76679,"date":"2023-04-18T09:45:49","date_gmt":"2023-04-18T15:45:49","guid":{"rendered":"https:\/\/www.vendasta.com\/blog\/?p=76679"},"modified":"2026-03-23T19:01:20","modified_gmt":"2026-03-23T19:01:20","slug":"solving-pipeline-generation","status":"publish","type":"post","link":"https:\/\/www.vendasta.com\/blog\/solving-pipeline-generation\/","title":{"rendered":"Solving the problem of pipeline generation with Yesware"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Introduction&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p style=\"text-align: justify;\">At Vendasta, we know the challenges you face with pipeline generation. It\u2019s not only difficult to capture a lead\u2019s attention, it\u2019s just as tough to convert them into a paying client in a repeatable way. Solving this problem starts with having the right sales tools\u2014like Yesware.<\/p>\n<p style=\"text-align: justify;\">Vendasta <a href=\"https:\/\/www.yesware.com\/\" target=\"_blank\" rel=\"noopener\">Yesware<\/a> has over 1.4 million installs to date. With over 6,000 teams using Yesware each day. It\u2019s the leading choice for sales professionals looking to drive more revenue through <a href=\"\/blog\/jay-schwedelson-email-outreach\/\" target=\"_blank\" rel=\"noopener\">email outreach<\/a>.<\/p>\n<p style=\"text-align: justify;\">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\u2019s included, and how to leverage the power of Yesware for your campaigns, email tracking, and prospecting efforts.<\/p>\n<p><span style=\"font-weight: 400;\">divi_library_layout id=&#8221;112798&#8243;]<\/span><\/p>\n<p>[\/et_pb_text][et_pb_code admin_label=&#8221;Code &#8211; Video&#8221; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div class=\"wistia_responsive_padding\" style=\"padding:56.25% 0 0 0;position:relative\">\n<div class=\"wistia_responsive_wrapper\" style=\"height:100%;left:0;position:absolute;top:0;width:100%\"><span class=\"wistia_embed wistia_async_vfwsx05wbo popover=true popoverAnimateThumbnail=true videoFoam=true\" style=\"height:100%;position:relative;width:100%\">\u00a0<\/span><\/div>\n<\/div>\n<p>[\/et_pb_code][et_pb_text admin_label=&#8221;What\u2019s included in your subscription?&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 id=\"what\">What\u2019s included in your subscription?<\/h2>\n<p style=\"text-align: justify\">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.<\/p>\n<p style=\"text-align: justify\">Here\u2019s a breakdown of what\u2019s included:<\/p>\n<p style=\"text-align: justify\">Partners on Vendasta\u2019s 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\u2019re on a current Premium or a Custom plan, Yesware Premium is included with your subscription, which typically costs $45 month per seat.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-76717 size-full\" src=\"\/wp-content\/uploads\/sites\/6\/2025\/07\/Whats-included.webp\" alt=\"What\u2019s included\" width=\"960\" height=\"540\" \/><\/p>\n<p style=\"text-align: justify\"><em>Important to note: If you\u2019re 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 <a href=\"http:\/\/partners.www.vendasta.com\/upgrade\" target=\"_blank\" rel=\"noopener\">exploring our plans<\/a> to find one that\u2019s best for you. Don\u2019t hesitate to reach out to our support team if you have any questions.<\/em><\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;Unlocking pipeline generation for your agency&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 id=\"for\">Unlocking pipeline generation for your agency<\/h2>\n<p style=\"text-align: justify\">There are three things that Yesware does really well:<\/p>\n<ol style=\"text-align: justify\">\n<li>This sales tool helps with pipeline <a href=\"\/blog\/inbound-lead-generation\/\">generation by letting users respond to leads<\/a> faster, and by getting everyone on your team prospecting via email outreach.<\/li>\n<li>It lets you convert more opportunities by following up more efficiently and communicating more effectively.<\/li>\n<li>And it helps expand accounts by letting your team build lasting relationships with better engagement.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-76720 size-full\" src=\"\/wp-content\/uploads\/sites\/6\/2025\/07\/Unlocking-pipeline-generation-for-your-agency.webp\" alt=\"Unlocking pipeline generation for your agency\" width=\"960\" height=\"540\" \/><\/p>\n<p style=\"text-align: justify\">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.<\/p>\n<p style=\"text-align: justify\">What makes Yesware different is that it doesn&#8217;t require you to change your email outreach process. It\u2019s a pipeline generation tool that lives right inside your team&#8217;s Outlook or Gmail inbox, enabling everyone on your team with an easily repeatable sales process.<\/p>\n<p>[\/et_pb_text][et_pb_testimonial author=&#8221;Jaqueline Cook&#8221; job_title=&#8221;Chief Operating Officer&#8221; company_name=&#8221;Vendasta&#8221; portrait_url=&#8221;\/blog\/wp-content\/uploads\/sites\/6\/2025\/07\/Jaqueline-Cook.webp&#8221; quote_icon_background_color=&#8221;#3b9a62&#8243; admin_label=&#8221;Testimonial &#8211; Jaqueline Cook&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; body_text_color=&#8221;gcid-body-color&#8221; author_text_color=&#8221;gcid-heading-color&#8221; position_text_color=&#8221;gcid-body-color&#8221; company_text_color=&#8221;gcid-body-color&#8221; max_width=&#8221;95%&#8221; global_colors_info=&#8221;{%22gcid-body-color%22:%91%22body_text_color%22,%22position_text_color%22,%22company_text_color%22%93,%22gcid-heading-color%22:%91%22author_text_color%22%93}&#8221;]<\/p>\n<p style=\"text-align: justify\"><em>\u201cYou 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.\u201d<\/em><\/p>\n<p>[\/et_pb_testimonial][et_pb_text admin_label=&#8221;Unlocking pipeline generation for your agency &#8211; Remaining Text&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p style=\"text-align: justify\">Leaders can also analyze what&#8217;s working to standardize repeatable best practices throughout the sales cycle and replicate success from top performers.<\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;Getting started with Yesware&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 id=\"with\">Getting started with Yesware<\/h2>\n<p style=\"text-align: justify\">To begin leveraging Yesware through the Vendasta platform to power pipeline generation at your agency, it\u2019s a pretty simple process.<\/p>\n<ol style=\"text-align: justify\">\n<li>Once you sign in to Vendasta, you will see a new tab called \u201cMy Purchases\u201d under \u201cMarketplace\u201d in Partner Center.<br \/><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-76728 size-full\" src=\"\/wp-content\/uploads\/sites\/6\/2025\/07\/Getting-started-with-Yesware.webp\" alt=\"Getting started with Yesware\" width=\"512\" height=\"236\" \/><\/li>\n<li>From there, you will see a banner that says \u201cYour free gift! Enjoy Yesware as part of your Vendasta platform subscription.\u201d<\/li>\n<li>All you have to do is click on Yesware, follow the sign-in process, and you\u2019ll be in Yesware. Simply follow the instructions to install the Gmail or Outlook extension to get started.<\/li>\n<\/ol>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;Leveraging Yesware to power pipeline generation&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 id=\"to\">Leveraging Yesware to power pipeline generation<\/h2>\n<p style=\"text-align: justify\">Once Yesware is set up in your inbox, there are so many new prospecting and pipeline generation opportunities available to you.<\/p>\n<h3 id=\"email\">Enhance pipeline generation with email tracking<\/h3>\n<p style=\"text-align: justify\">Have you ever wished you could read your recipient&#8217;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.<\/p>\n<p style=\"text-align: justify\">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.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-76732 size-full\" src=\"\/wp-content\/uploads\/sites\/6\/2025\/07\/Enhance-pipeline-generation-with-email-tracking.webp\" alt=\"Enhance pipeline generation with email tracking\" width=\"512\" height=\"269\" \/><\/p>\n<h3 id=\"your\">Using email templates to scale your pipeline generation efforts<\/h3>\n<p style=\"text-align: justify\">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.<\/p>\n<p style=\"text-align: justify\">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.<\/p>\n<h3 id=\"auto\">Automate your prospecting with campaigns<\/h3>\n<p style=\"text-align: justify\">Yesware campaigns allow you to create and send personalized emails to multiple recipients at once, reducing the time and effort required for <a href=\"\/blog\/sales-outreach\/\" target=\"_blank\" rel=\"noopener\">sales outreach<\/a>. 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.<\/p>\n<p style=\"text-align: justify\">It\u2019s all about streamlining sales activity.<\/p>\n<p style=\"text-align: justify\">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!<\/p>\n<h3 id=\"plus\">Yesware Prospector plus Contact Enrichment<\/h3>\n<p style=\"text-align: justify\">Yesware&#8217;s latest feature, <em>Prospector plus Contact Enrichment<\/em>, 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.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-76723 size-full\" src=\"\/wp-content\/uploads\/sites\/6\/2025\/07\/feature-breakdown.webp\" alt=\"feature breakdown\" width=\"960\" height=\"540\" \/><\/p>\n<p style=\"text-align: justify\">It all starts with accurate data, and with Yesware, you can be confident that you&#8217;re reaching out to the right people with the most confirmed, up-to-date information on the market. Plus, with GDPR &amp; CCPA Compliant Business Profiles, you can prospect in line with these regulations at all times with a fully compliant sales intelligence platform.<\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;Pipeline generation powerhouse now included with Vendasta plans&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 id=\"now\">Pipeline generation powerhouse now included with Vendasta plans<\/h2>\n<p style=\"text-align: justify\">As you can see, there is a ton of value packed into this powerful tool, now included for free with your Vendasta subscription.<\/p>\n<p style=\"text-align: justify\">It\u2019s kind of a big deal!<\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;Pipeline Generation with Yesware FAQs&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Pipeline Generation with Yesware FAQs<\/h2>\n<h3>1. What exactly is pipeline generation?<\/h3>\n<p>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.<\/p>\n<h3>2. How does Yesware help with pipeline generation?<\/h3>\n<p>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.<\/p>\n<h3>3. What\u2019s included with Yesware through my Vendasta subscription?<\/h3>\n<p>Essentials and Professional partners (2022\/2023 plans) get <strong>Yesware Pro<\/strong> included. Premium and Custom plans get <strong>Yesware Premium<\/strong>, normally $45\/user\/month, which unlocks team templates, advanced analytics, and more robust campaign features.<\/p>\n<h3>4. Do I need to pay for extra seats to use Yesware with Vendasta?<\/h3>\n<p>No. The Yesware seats included match your Vendasta plan. If your team needs additional seats, you can add them through Marketplace at partner pricing.<\/p>\n<h3>5. How does email tracking improve my prospecting?<\/h3>\n<p>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\u2019re most engaged, increasing your chances of booking meetings.<\/p>\n<h3>6. Can Yesware help my whole team stay consistent with messaging?<\/h3>\n<p>Yes. Templates\u2014and Team Templates on Premium\u2014standardize your best-performing outreach. You can share proven email copy across your entire team and track which messages are generating opens, replies, and conversions.<\/p>\n<h3>7. How do Yesware campaigns work?<\/h3>\n<p>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.<\/p>\n<h3>8. What is Yesware Prospector and Contact Enrichment?<\/h3>\n<p>Prospector gives you access to a dataset of over <strong>100 million verified global business profiles<\/strong>. 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.<\/p>\n<h3>9. Do I need to change my existing inbox or CRM workflow to use Yesware?<\/h3>\n<p>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.<\/p>\n<h3>10. How do I maintain a healthy lead-generation pipeline with Yesware?<\/h3>\n<p>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.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Solving pipeline generation with the release of Yesware to all Vendasta partners on current paid plans. COO Jaqcqueline Cook shares details at Connect.<\/p>\n","protected":false},"author":86,"featured_media":123577,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1727],"tags":[1839],"class_list":["post-76679","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-news","tag-yesware"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.4 (Yoast SEO v26.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Solving the Problem of Pipeline Generation | Vendasta<\/title>\n<meta name=\"description\" content=\"Solving pipeline generation with the release of Yesware to all Vendasta partners on current paid plans. COO Jaqcqueline Cook shares details at Connect.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.vendasta.com\/blog\/solving-pipeline-generation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Solving the problem of pipeline generation with Yesware\" \/>\n<meta property=\"og:description\" content=\"Solving pipeline generation with the release of Yesware to all Vendasta partners on current paid plans. 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