How to Sell Yesware to Your SMB Clients: A Guide for Vendasta Partners

Yesware is now available in the Vendasta Marketplace, bringing a powerful sales engagement and email tracking tool to the SMBs you serve.

As a Vendasta Partner, you now have the opportunity to help your clients optimize their sales processes, increase engagement, and close more deals—while unlocking new revenue opportunities for your business.

This guide will walk you through how to position Yesware to SMB clients, the industries that benefit most, how to address common objections, and how to get started selling Yesware through the Vendasta Marketplace today.

Why SMBs Need Yesware

Many SMBs struggle with inefficient sales processes, missed follow-ups, and limited visibility into prospect engagement. Without the right tools, sales teams often waste time on unqualified leads or fail to follow up effectively.

Yesware solves these challenges by providing:

  • Real-time email tracking: Know when prospects open emails, click links, and view attachments.
  • Automated follow-ups: Keep leads engaged with multi-touch sales campaigns.
  • Personalized sales engagement: Scale outreach while keeping it relevant.
  • Seamless integration with Outlook & Gmail: No need for additional software.
  • Actionable reporting & insights: Understand what’s working and refine sales efforts.

For SMBs with a sales team, Yesware is a game-changer. It saves time, improves sales productivity, and increases response rates.

As a Vendasta Partner, you can introduce this solution to your clients and position yourself as the trusted provider of sales productivity tools.

Who Needs Yesware? Ideal SMB Clients

Yesware is a strong fit for SMBs that rely on sales outreach to generate leads and close deals. Businesses in the following industries will benefit the most:

  • Construction & Contractors: Automate follow-ups for estimates and bids.
  • Real Estate: Track engagement with property listings and automate lead nurturing.
  • Law Firms & Financial Services: Ensure client outreach is timely and effective.
  • SaaS Providers: Automate personalized outreach to convert more leads.
  • Home Services: Track email engagement to prioritize follow-ups and book more jobs.
  • Aesthetic Clinics & Medical Practices: Streamline patient outreach to increase bookings and retention.

If you work with clients in any of these industries, Yesware is a valuable tool to help them close more deals, work more efficiently, and improve sales performance.

How to Position Yesware to SMB Clients

When introducing Yesware to potential clients, focus on these key benefits:

Never Lose Track of a Lead Again

One of the biggest challenges SMBs face is not knowing whether a prospect is interested. Sales teams send emails but have no insight into whether the recipient opened the message or engaged with it.

With Yesware, they can track email opens, link clicks, and attachment views, ensuring that every follow-up is well-timed and strategic.  How to sell Yesware to SMB clients: email tracking When a prospect interacts with your email, you know in real-time, so there is no more guesswork needed.

Sell More in Less Time

Manually following up with leads is inefficient and inconsistent. Yesware automates the follow-up process, ensuring every prospect receives timely outreach without extra work from the sales team.  How to sell Yesware to SMB clients: automated follow-ups This allows SMBs to focus on selling instead of manually managing outreach.

Seamless Integration with Outlook, Gmail, and Vendasta CRM

Many SMBs hesitate to adopt new software because of the learning curve. Yesware eliminates that concern by working directly with the tools they already use—Outlook, Gmail, and Vendasta CRM.

Yesware is fully integrated into these inboxes, working where your clients already are. It only enhances day-to-day processes, not disrupts them.  How to sell Yesware to SMB clients: Gmail inbox Your clients’ contacts and sales activity will automatically sync to the Vendasta CRM. This sync ensures sales teams have real-time insights into prospect engagement, including email opens and other tracked activities.

Your clients can easily access their Yesware contacts and activities in Business App CRM. As a Vendasta Partner using Yesware, you can access your synced data in Partner Center CRM. 

Data-Driven Sales Engagement

Yesware provides detailed analytics on email engagement, allowing SMBs to refine their outreach strategy.  How to sell Yesware to SMB clients: reporting Yesware reporting breaks down your best templates, campaigns, and who your most interested prospects are.

So, instead of guessing what works, your clients can make data-backed decisions that improve response rates.

Never Write the Same Email Twice

Yesware's email template feature ensures your clients never waste time re-writing emails.

With a built-in library of customizable templates, clients can quickly implement and personalize proven messaging, track which templates drive the best results, and share top-performing emails with their entire team.  How to sell Yesware to SMB clients: email templates library This approach streamlines outreach, improves consistency, and ultimately boosts their ability to engage prospects effectively—just like the other key benefits of Yesware. 

Common Objections and How to Overcome Them

Even with these benefits, some SMB clients may hesitate. Here’s how to address their most common objections:

“We already use a CRM.”
Yesware isn’t a CRM—it enhances CRM effectiveness. It integrates with the Vendasta CRM, helping sales teams track engagement, automate outreach, and improve conversion rates without changing their workflow.

“We don’t send that many emails.”
Every business needs to follow up on leads. If they’re not tracking engagement, they’re missing opportunities. Yesware ensures that every email is optimized for better sales outcomes.

“We’re a small team—we don’t need automation.”
Automation isn’t just for large teams. Even a small team benefits from structured follow-ups, email tracking, and campaign automation. Yesware helps them do more with less, making every sales effort count.

“It’s too expensive.”
Yesware pays for itself by increasing sales efficiency and response rates. Vendasta Partners also get access to exclusive wholesale pricing ($35 per seat instead of $45), making it an affordable and valuable investment.

How to Sell Yesware Through the Vendasta Marketplace

Yesware is available for resale through the Vendasta Marketplace, making it easy to offer to your SMB clients. 

How to Purchase Yesware for SMBs

  1. SMBs purchase Yesware from Vendasta Partners via the Marketplace.
  2. The first seat is assigned to an Admin, who can then manage and assign additional seats.
  3. Additional seats are assigned on a first-come, first-served basis in Business App. 

How to sell Yesware to SMB clients: adding seats

How to Access Yesware as a Vendasta Partner

Yesware delivers just as much value to partners as it does to SMB clients. You can seamlessly integrate the same powerful features into your own daily sales workflows, boosting efficiency and results.

Vendasta Partners get Yesware seats included with their platform subscription:

  • Vendasta Professional: 5 Yesware Pro seats
  • Vendasta Premium: 10 Yesware Premium seats
  • Vendasta Custom Enterprise: Contact for pricing 

For partners on older Vendasta plans, upgrading to a current subscription unlocks Yesware access.

Get Started Selling Yesware Today

Adding Yesware to your product offerings gives you a powerful way to help SMB clients improve their sales performance while unlocking new revenue streams for your business.

Why You Should Start Selling Yesware Now

  • It fills a critical gap in sales productivity solutions for SMBs.
  • It integrates with Vendasta’s CRM, adding more value to your existing offerings.
  • It’s a high-margin opportunity with exclusive wholesale and volume discounts for partners.
  • Many SMBs already need better sales engagement tools—they just haven’t found the right solution yet.

Next Steps

  1. Log in to Partner Center and explore Yesware under the CRM tab.
  2. Start introducing Yesware to SMB clients who need better sales engagement.
  3. Offer a free demo to show clients how Yesware improves outreach and sales efficiency.

With Yesware, you’re not just selling a tool—you’re providing SMBs with a proven way to close more deals, increase productivity, and drive revenue.

Now is the time to start positioning Yesware as an essential sales tool for your clients. Log in to Partner Center and get started today!

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About the Author

Jenny Keohane is the Senior Manager of Content & SEO at Vendasta. From her beginnings as a passionate content writer to her current role in strategy and leadership, Jenny has remained dedicated to crafting content that is not only results-driven but also valuable, relevant, and impactful for her audience.

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