Begin guiding your sellers to a successful quarter.

Conversation Intelligence

Capture critical details from every conversation

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Customizable Call Insights
Auto-Sync Call Details to CRM
Coaching Insights

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Relationship Intelligence

Score relationships with customers, opportunities & prospects

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Relationship Scoring
Relationship Mapping
Relationship Trends

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Revenue
Intelligence

Revenue Insights for deal management, pipeline management and forecasting

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Forecasting
Pipeline Management
Deal Insights

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Conversation Intelligence
Call playback Review key moments in conversations and meetings.
Auto-qualify deals with your sales methodology Capture details related to any methodology.
Share snippets internally and externally Highlight key moments with direct reports or your manager in your workspace.
Topic tracking Identify moments and conversations related to topics relevant to your business.
Key Moment and Call Summaries Generate insights based on your criteria (methodology, objections, entry/exit criteria etc.).
Call & Topic Alerts (Slack notifications) Generate notifications where you work when key moments are raised within a conversation.
Ebsta AI Bot Use generative AI to generate follow-ups, investigate calls, and make recommendations.

Relationship & Activity Intelligence
Email Sync Automatically sync emails to the CRM.
Calendar native Sync Automatically sync calendar events to the CRM.
Contact Capture Automatically capture contacts from employee mailboxes and sync them to the CRM.
Contact Alerts Automatically update out-of-date records, including new phone numbers and job titles, and out-of-office and left business detection.
Relationship Score Understand how strong relationships are based on analysis of engagement.
Relationship Score Trends Track how engagement is increasing or decreasing between employees and customers.
Relationship Mapping Track relationships between every employee and customer.
Account-Based Insights Understand the breadth and depth of relationships against every Account.
360° View (via Salesforce Managed Package) Deep-dive into relationships and activities against every record in Salesforce.
Customized Salesforce Dashboards Build customized Salesforce Dashboards from Ebsta’s insights.

Revenue Intelligence
Projected Revenue Predict what the sales team will close at the end of the month/quarter.
Forecast Roll-Ups See how well your teams and reps are performing.
Forecast Trends Track how the forecast has changed.
Forecast Pacing See how your pipeline is progressing against the required pace to hit quota.
Forecast Insights Get forecast updates sent directly to your Inbox.
Forecast Submissions Submit commit and upside forecasts.
Revenue Type Forecasting Automatically update out-of-date records, including new phone numbers and job titles, and out-of-office and left business detection.
Waterfall Chart See how commit and upside forecasts have changed and understand which opportunities drove this change.
User & Team Filters Deep-dive into individual and team forecasts.
Pipeline Trends & Flow Chart Track how the pipeline has changed.
Pipeline Insights Discover actionable insights to improve sales performance.
Pipeline Benchmarks Leverage historical analysis to establish pipeline benchmarks.
Opportunity Relationship Scoring Understand how strong relationships are based on analysis of engagement.
Positive and Negative Factors Real-time indicators on the performance of each deal. Monitor deal performance through 7 key factors which enable users to address issues as they arise.
Deal Score Understand the likelihood of a deal closing.
Deal Qualification Guide New Feature The framework you need to qualify prospects & identify the factors which define sales success.
Opportunity 360° View Easily browse and deep-dive into every Opportunity.
Funnel Analytics See weaknesses in your sales process and identify opportunities for improvement.
Team Analytics Overview of rep performance metrics.
Pipeline Insights Notifications Make better decisions faster with pipeline email summaries.
User & Team Filters Deep-dive into individual and team pipelines.
Inline Editing Adjust deal value, close date and deal stage from within the platform and automatically sync changes with your CRM.
Slack Integration Streamline pipeline communications using Slack.
Sales KPI Report & Trends Easily track Sales KPIs, including Win Rates, Sales Cycles, Average Deal Value, Average Relationships and Average Engagement.
Sales Activity Report & Trends Easily track sales activity, including emails, meetings and calls.

Integrations
Salesforce
HubSpot
Gmail
Outlook/Office 365
Zoom
Teams

Account Management & Support
Account Manager
Knowledge Base
Email
Configuration & Setup
User Management Manage all users licences and configurations from a single console.
Single Sign-On (SSO) Support Support for Single Sign-On.
Support for Gmail and Outlook Service Accounts
Sandbox Support for Salesforce Sandbox environments.