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Ebsta Review

Ebsta
Our score: 8.0 User satisfaction: 100%

What is 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.

Overview of Ebsta 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.

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.

Overview of Ebsta Features

  • Synchronizes Emails and Calendars to Salesforce Automatically
  • Eliminates Manual Salesforce Data Entry
  • Updated and Accurate Salesforce Data and Records
  • Leverage the Power of Salesforce in Your Inbox
  • Attach Emails to Relevant Salesforce Contacts and Prospects
  • Monitor Emails
  • Deliver Personalized Email Contents
  • Schedule Emails
  • Access Salesforce Email Templates Directly From Gmail
  • Automate Sale Cadence Execute using Triggers
  • Increase Visibility into Engagements
  • Completely Understand Your Prospects and Customers
  • Extract Contacts and Relationships Hidden in Inboxes
  • Surface Your True Network within Salesforce
  • Measure Engagements
  • Gain Insights into Team Activity Performance

Ebsta Position In Our Categories

Since companies have distinct business-related requirements, it is only practical they avoid seeking an all-encompassing, ideal software. Needless to say, it would be difficult to try to come across such a software product even among recognizable software solutions. The correct thing to undertake would be to narrow down the several essential aspects which demand deliberation including major features, price terms, technical skill capability of the employees, organizational size, etc. Then, you should perform your research through and through. Browse through these Ebsta analyses and look over the other applications in your shortlist in detail. Such all-encompassing research can make sure you steer clear of unsuitable software products and choose the one which meets all the function your company requires to be successful.

Position of Ebsta in our main categories:

TOP 100

Ebsta is one of the top 100 Customer Experience Management Software products

TOP 500

Ebsta is one of the 500 Sales Software products

Ebsta is also listed in the following subcategories:

There are popular and widely used solutions in each software group. But are they essentially the best fit for your organization’s specific requirements? A trendy software product may have thousands of users, but does it offer what you require? For this reason, do not blindly invest in popular systems. Read at least a few Ebsta Customer Experience Management Software reviews and mull over the factors that you wish to have in the software such as the cost, main features, available integrations etc. Then, shortlist a few apps that fit your requirements. Check out the free trials of these platforms, read online comments, get clarifications from the seller, and do your research meticulously. This exhaustive groundwork is certain to assist you select the most excellent software solution for your company’s specific needs.

How Much Does Ebsta Cost?

Ebsta Pricing Plans:

Free Trial

Inbox

$30/user/month

Team

$50/user/month

Quote-based Plan

Contact vendor

Ebsta offers two SMB and enterprise pricing plans for you to choose from. Meanwhile, if you want a package that is tailored to the unique needs of your organization or team, please contact the vendor. Here are the details:

Inbox – $30/user/month or $360/user/month (paid annually)

  • Integrate with Salesforce
  • Synchronize contacts, calendars, and emails automatically
  • Unlimited Email Monitoring
  • Set Up Personalized Workflows
  • Meeting Scheduler
  • Send Out Emails Later
  • Integration with more than 50 websites

Team – $50/user/month or $600/user/year (paid annually)

  • All features in the Inbox plan, Plus:
  • Discover your true company network
  • Score Engagements
  • Reporting and Analytics
  • Dedicated Account Manager

User Satisfaction

Positive Social Media Mentions 12
Negative Social Media Mentions 0

We realize that when you make a decision to buy Customer Experience Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Ebsta reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Ebsta. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Annual Subscription
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Ebsta pricing details?

Ebsta Pricing Plans:

Free Trial

Inbox

$30/user/month

Team

$50/user/month

Quote-based Plan

Contact vendor

Ebsta offers two SMB and enterprise pricing plans for you to choose from. Meanwhile, if you want a package that is tailored to the unique needs of your organization or team, please contact the vendor. Here are the details:

Inbox – $30/user/month or $360/user/month (paid annually)

  • Integrate with Salesforce
  • Synchronize contacts, calendars, and emails automatically
  • Unlimited Email Monitoring
  • Set Up Personalized Workflows
  • Meeting Scheduler
  • Send Out Emails Later
  • Integration with more than 50 websites

Team – $50/user/month or $600/user/year (paid annually)

  • All features in the Inbox plan, Plus:
  • Discover your true company network
  • Score Engagements
  • Reporting and Analytics
  • Dedicated Account Manager

What integrations are available for Ebsta?

Ebsta integrates with the following:

  • Salesforce
  • Outlook
  • Gmail
  • Office 360
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Reviewed By Louie Andre
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