Resources

Tools

Sales Quota Calculator

Easy-to-use calculator that tells you the right quota for your team based on historical results.

Guides

Sales Management Training Guide

Proven strategies and best practices for managing and coaching your team to success.

Tools

Interactive Cold Call Worksheet

Fully customizable worksheet that pinpoints how many cold calls you need to make in order to hit your quota each month.

Reports

Sales Benchmark Report 2021

In-depth analysis of survey responses and user behavior data that highlight activity patterns and sales outcomes in 2021.

Guides

How to Scale a B2B Sales Team from 2 to 20 Sales Reps in 12 Months

A step-by-step blueprint and action plan for growing a sales team in a way that maximizes profitability.

Tools

Free Template for Your Prospect Research

Free Excel template that'll help you organize your prospect research and quickly insert customized messaging into every cold email.

Guides

Sales Experts Playbook

Tactical advice and expert tips from VPs and Heads of Sales at top SaaS companies including Salesforce, Zoom, Microsoft, Slack, and more.

Guides

O365 Best Practices Guide

How users achieve their best results with Yesware for Outlook; tactical workflows and top techniques for achieving success.

Guides

Gmail Best Practices Guide

Tactical workflows that our high-growth customers deploy to win more business and our favorite tips to help you get the most out of Yesware for Gmail.

Guides

Sales Professional Training Guide

Best practices and techniques for sourcing your prospects, managing your pipeline, and building meaningful relationships.

Guides

Psychology Principles + 13 Power Words for Winning Sales

Data-backed psychological principles, nonverbal cues, and persuasive phrases to win more deals.

Case Studies

Tufts University Accelerates Fundraising Conversations With Yesware

How Tufts University used Yesware to engage the best potential donors and accelerate fundraising conversations.

Case Studies

OpFocus Achieves 462% Increase in Sales Prospecting Activities

How OpFocus grew into a world-renowned business consulting group in just 15 years and how Yesware helped them get there.

Case Studies

FullContact Increases Pipeline and Customer Retention with Yesware

How FullContact used Yesware to double team activity, reach more prospects, and improve customer engagement.

Guides

The Ultimate Guide To Sales Email

Data-backed strategies for improving the outcome of your sales emails plus proven templates and expert advice.

Tools

The Sales Touch Planner That Finds Your Perfect Number

Free touch planner spreadsheet that helps sales leaders find the right prospecting plan for their team.

Guides

The Complete Checklist for Your Drip Campaign

Guide to email drip campaigns including a handy checklist to help you find the right tool for your business.

Guides

18 Proven Email Templates That Will Save You Tons of Time

We’ve rounded up 18 of the best performing sales email templates, backed by Yesware’s data and real-world examples.

Guides

How Sales Managers Can Maximize 1-on-1 Meetings

Our most effective strategies for 1-on-1 meetings that’ll give reps confidence in their day-to-day and drive higher revenue across the team.

Guides

10 Cold Email Formulas That Just Plain Work

Copywriting techniques for cold emails that’ll help boost email reply rates, engage more prospects, and fill the top of the funnel.

Guides

The Optimal Technology Stack for B2B Sales Teams

A blueprint for the exact technology your business needs at each phase of growth including examples from hyper-successful companies.

Reports

Sales Engagement Data Trends from 3+ Million Sales Activities

Data-backed best practices for sales teams pulled from hundreds of millions of tracked email activity over the past year.