Ebsta Review

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.

As users browse through their inbox and access emails, Ebsta permits them to link any information from an email with the appropriate customer records residing in Salesforce accordingly. They will be able to do that without leaving their inbox.

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.

With Ebsta, users will be able to automatically execute their sales cadence. For example, the solution enables them to use triggers so emails are immediately sent out to prospects or customers depending on which part of the sales cadence they are currently in. They can also take advantage of these triggers for other tasks aside from sending emails, letting them improve how they nurture existing customers and preventing leads from slipping through the cracks.

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.