Sales Creatio vs Yesware

"Complete solution for CRM and process automation" What do you like best about Creatio? For us the main advantages of Creatio are that the system is flexible and easily customizable. We were looking for replacements for several legacy systems running in parallel (maintaining customer details, invoicing and for CRM and sales matters). We were able to easily adapt Creatio to our requirements and received competent support from the manufacturer and the project partner involved, for example on the subject of interfaces and integrations. Creatio proved to be a powerful system that not only serves as CRM software, but also enables us to structure, control and evaluate processes. Review collected by and hosted on G2.com. What do you dislike about Creatio? There was no Sharepoint integration out of the box. Outlook integration is there, but could be improved. A translation of the user interface into German is available, but incomplete, so that additional work had to be done here. Review collected by and hosted on G2.com. Recommendations to others considering Creatio: Avoid thinking of Creatio as just CRM software. The software has considerably more potential, which should be considered when planning a project. Review collected by and hosted on G2.com. What problems is Creatio solving and how is that benefiting you? We were able to avoid the effort of operating multiple parallel systems (multiple maintenance of data, synchronization of the data, maintenance of the softwares). At the same time, we achieve a better overview and understanding of customer needs.

- Martin B.

"Increased Sales effectiveness" What do you like best about Creatio? Creatio is a highly scalable and customizable solution. We constantly incorporate new ideas turning them into efficient workflows. Review collected by and hosted on G2.com. What do you dislike about Creatio? Creatio Platform fully meets our business needs Review collected by and hosted on G2.com. What problems is Creatio solving and how is that benefiting you? We were looking to better organize our sales team operations, and Creatio has proved to be a great solution to address this issue. With Creatio, we have our customer data consolidated in one place and can access it quickly from any device. Our reps easily schedule visits and manage tasks. The system helps us track team performance and turn data into actionable insights boosting results.

- Stephen F.

"No-code platform for high-quality customer service" What do you like best about Creatio? The system provides you with the tools to create workflows that mirror your business processes. You can configure out-of-the-box solutions and adjust workflows as company requirements change. The Creatio Academy contains articles that educate you on the product, explaining all the steps to navigate the system quickly. Review collected by and hosted on G2.com. What do you dislike about Creatio? What comes to mind for improvement would be more flexible setup of dynamic dashboards that would allow us to change time intervals we need data for. Review collected by and hosted on G2.com. What problems is Creatio solving and how is that benefiting you? We use Creatio for internal and external customer service. The platform allowed building custom workflows to automatically assign agents to a case based on the service type. Creatio is integrated with our ticketing system to manage ticket purchases and returns. Thanks to the integration with hot spots, we have an additional opportunity to collect customer info. Beesender Chatbot helps to interact with our customers and transfer their requests. Dashboards and analytics allow to be hands-on with service efficiency.

- Oleksiy G.

What do you like best about Yesware? Ability to get real-time feedback to see when the email is opened or reopened. Review collected by and hosted on G2.com. What do you dislike about Yesware? Vague on who is opening email if a colleague is copied. Review collected by and hosted on G2.com. Recommendations to others considering Yesware: It is a great tool to use in sales process. I would be interested in how others have used the scheduling or attachment tracking aspect of the software. When I have used it in the past, people have had challenges in opening it so I decided to stop using that feature. I would recommend if you are working with a colleague on a project not copy them as it is difficult to distinguish who open the email. Review collected by and hosted on G2.com. What problems is Yesware solving and how is that benefiting you? Ability to see if proper follow-up is needed. If email is being opened multiple times or shared with others.

- Joshua T.

"Yesware is essential for a healthy pipeline." What do you like best about Yesware? Yesware offers accurate tracking of emails that lets me know when my prospects have opened or clicked on links with my campaigns. Review collected by and hosted on G2.com. What do you dislike about Yesware? Not much, the only issue I've ever experienced is that it's challenging to change the delivery date when the campaign is in process. Review collected by and hosted on G2.com. Recommendations to others considering Yesware: Give it a shot! It's easy to set up campaigns, and I've found it an invaluable resource for selling. Review collected by and hosted on G2.com. What problems is Yesware solving and how is that benefiting you? The biggest problem Yesware has solved for is time. The automation of my campaigns gives me so much time back in my day for selling and prospecting even more.

- Craig R.

"Very happy with YesWare" What do you like best about Yesware? I like the data provided about open rate and my favorite functionality is pop-up notifications when emails are opened. Review collected by and hosted on G2.com. What do you dislike about Yesware? YesWare and Mac, using Outlook, sometimes lose connection and needs to be reconnected to work. I hear Mac generally has more issues then PCs. Review collected by and hosted on G2.com. What problems is Yesware solving and how is that benefiting you? YesWare automically tracks emails to Saleforce and that allows me to record my data without duplicate entries.

- Andrew S.