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Ebsta

Name: Ebsta
Rating: 4.5 (2 reviews)

By Ebsta

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Highlights : About Ebsta

Automate data capture in Salesforce

Have Ebsta update Salesforce and add 25% in sales productivity to every rep.

Score every sales relationship

Go beyond activity to understand the strength of every engagement.

Know who knows who

Prioritize relationships, warm introductions and identify the decision makers to close deals faster.

Increased visibility & deeper reporting

Actionable insights. Meaningful dashboards. Clear direction.

Reduce churn & create lifetime value

Move before your customers do and sell without a finishing line.

About Ebsta

Ebsta is a market-leading relationship intelligence and sales enablement solution optimized for marketing, sales, and customer success teams using Salesforce. It can also be used by different professionals in different industries which include SaaS, finance, legal, and recruitment relying on Salesforce. Ebsta aims to help users engage with prospects and customers in an effective and personalized manner, increase their productivity, and drive revenues by making sure that their Salesforce records and data are always updated in real-time. The solution automatically delivers all the important information they need to Salesforce. This feature is enhanced by the capability of Ebsta to synchronize emails and calendars to Salesforce, allowing users to access up-to-date and accurate contact details, event schedules, and reports from the CRM system. This enables them to focus more on what they do and boost their productivity. Ebsta is also built with email capabilities. Right in their inbox, users can instantly edit and update Salesforce data. Ebsta is designed to aid teams in optimizing their performance when it comes to communicating and engaging with prospects and customers, nurturing relationships, and improving customer retention. The relationship intelligence and sales enablement solution gives them complete visibility into engagements with prospects and customers and ensures that they are able to map these engagements to the right and appropriate Salesforce data. In addition, they can expose contacts and relationships that are hidden in inboxes across their organization and access them from Salesforce. Last but not least, the solution gives users the ability to measure and evaluate their team’s performance.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Synchronizes Emails and Calendars to Salesforce Automatically

Updated and Accurate Salesforce Data and Records

Attach Emails to Relevant Salesforce Contacts and Prospects

Deliver Personalized Email Contents

Access Salesforce Email Templates Directly From Gmail

Increase Visibility into Engagements

Extract Contacts and Relationships Hidden in Inboxes

Measure Engagements

Gain Insights into Team Activity Performance

Surface Your True Network within Salesforce

Completely Understand Your Prospects and Customers

Automate Sale Cadence Execute using Triggers

Schedule Emails

Monitor Emails

Leverage the Power of Salesforce in Your Inbox

Eliminates Manual Salesforce Data Entry

Benefits

Deliver Data to Salesforce

Ebsta is designed to leverage the power of Salesforce as users perform their activities, engage with prospects and customers, initiate and close deals, and boost revenues. Ebsta eliminates the need to manually enter data, log activity, and update records within Salesforce. As an automation tool exclusively built for Salesforce, the solution has the ability to automatically deliver data to Salesforce. It helps users focus on more important matters and boost their productivity.

Synchronize Your Emails and Calendars to Salesforce Automatically

The relationship intelligence and sales enablement solution use a matching engine that automatically synchronizes information between emails and calendars to Salesforce. As a result, pieces of information related to accounts, contacts, leads, and opportunities that are found in Salesforce are instantly and consistently updated in real time, thereby enabling users to get rid of manual data entry tasks. Ebsta’s synchronization capability works in both ways. This is also referred to as bi-directional sync. For instance, when users modify or update an event schedule in Google calendar, the change will reflect in Salesforce calendar and vice versa.

Use Your Own Inbox as an Access and Entry Point to Salesforce

Ebsta offers a set of features that enhance how marketing, sales, and customer success reps access Salesforce data, communicate and engage with prospects and customers via email, and perform their tasks. The solution integrates with popular webmails and email clients such as Gmail and Microsoft Outlook through the aid of its inbox extensions. Because of this, they can now use their own inbox as an access and entry point to Salesforce.

Attach Emails to Salesforce Data

Another feature built into Ebsta is the capability to attach emails to the right Salesforce opportunities, contacts, and prospects. The solution provides a window where users can view the opportunities, contacts, prospects, and even custom objects that match with the emails, allowing them to instantly capture emails for Salesforce.

Keep Track Emails Sent to Prospects and Customers

With Ebsta, users can monitor the emails sent out to prospects and customers. They will be able to verify if the recipients are consistently and actively responding and engaging with their emails. Also, this gives them the opportunity to assess how effective and relevant their email contents are and make modifications and adjustments so they can improve open, view, and reply rates.

Access Salesforce Email Templates Directly Within Gmail

One amazing feature included in Ebsta is that it allows users to directly access their Salesforce email templates within Gmail. The templates’ data fields along with the information they contain are made available in Gmail through automatic merging. thereby eliminating the need to copy information from Salesforce and paste it into Gmail.

Triggers That Optimize the Execution of Sales Cadence

The relationship and intelligence platform deliver a feature that optimizes the execution of sales cadence. Sales cadence is made up of a list of sales activities that are arranged sequentially. Salespersons use sale cadence to systematically organize the steps and procedures they need to do as they engage with prospects and customers throughout their journey. It is very useful for conducting follow up activities.

Increase Visibility into Engagements and Completely Understand Customers

Ebsta aims to aid teams in communicating and engaging with prospects and customers better. The solution makes sure that they are able to capture all relevant communications and engagements with prospects and customers so they can completely understand them. Furthermore, Ebsta allows teams to contextualize these communications and engagements using Salesforce data, mapping, cross-referencing, and linking of information possible. These contextualized communications and engagements can also be shared with other teams and throughout the entire organization to enhance collaboration and alignment.

Unearth Contacts and Relationships Hidden in Inboxes

The relationship intelligence and sales enablement solution makes it easy for companies, organizations, and businesses to discover how really wide their network is. Ebsta helps them surface all contacts and relationships even those ones that are hidden in inboxes. For example, a team member or representative might have been communicating with a prospect via email but failed to record that prospect and the corresponding communication in Salesforce. Ebsta enables users to prevent such a scenario by extracting hidden contact and engagement data and exposing it in Salesforce. As a result, they will be able to see a clear picture of their true network and capitalize on relationships in a personalized manner.

Apply Scores To Engagements

With Ebsta, users can assess all types of engagements across their organization, whether email conversations, phone calls, or face-to-face meetings. They can actually gauge the quality of engagements by applying scores. In other words, the solution permits them to rate each communication, interaction, and engagement. As they generate engagement scores, they can access Salesforce data to quickly identify which contacts, accounts, prospects, and opportunities are involved in the engagements they rated. So what’s the significance of this feature? They can leverage this feature to avoid losing prospects, improve customer retention, and keep opportunities moving through their sales pipeline.

Gauge Team Activity Performance Accurately

To wrap it up, Ebsta enables users to gauge the performance of their teams with regards to the activities they are doing. The solution generates metrics that help them find out if the team’s activities are producing positive results. They will be able to accurately do this, as team activity performance can be linked with Salesforce data. Thus, they can check which specific Salesforce accounts, contacts, and prospects are boosting team activity performance.

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