Sales, Marketing & Customer Success Use Ebsta To Drive Revenue Through Engagement.

How Ebsta Helped Crowdcube Successfully Scale
their Customer Engagement Globally with
Data-Driven Insights

THE CHALLENGE

Crowdcube are a leading UK-based crowdfunding platform founded in 2011. In 2018, they successfully facilitated investment of over £224m, up 72% on the year before.

As Crowdcube expanded, teams spread across multiple offices would interact with the same customer without visibility into communications and relationships across the business. Much of Crowdcube’s outreach and prospect engagement processes were fully manual and none of this activity was being recorded in Salesforce.

This lead to missed sales opportunities and an inability to deliver an exceptional customer experience as reps and management didn’t have clear insight into activities and the levels of engagement with customers.

Crowdcube required a solution that would automatically enrich Salesforce with relevant email communications and provide metrics to measure the level of engagement with customer

I Always Recommend Ebsta

The biggest immediate benefit of Ebsta was the automatic connection, single management and indication of engagement with the right record in Salesforce 

Jonny Day

Head of Sales Ops, Crowdcube

Approach

Ebsta Team connects to every employee mailbox – across business development, legal and HR teams – to automatically enrich Salesforce records with up-to-date contact information, insight into relationships across the business and visibility of every relevant email communication.

The Ebsta Score, an algorithm designed to measure the strength of engagement based on true activity levels, also provided Crowdcube’s management team with a single key performance indicator (KPI) to track engagement (and “Launch Readiness”) against Opportunities and Accounts in Salesforce.

Result

Ebsta Team connects to every employee mailbox – across business development, legal and HR teams – to automatically enrich Salesforce records with up-to-date contact information, insight into relationships across the business and visibility of every relevant email communication.

The Ebsta Score, an algorithm designed to measure the strength of engagement based on true activity levels, also provided Crowdcube’s management team with a single key performance indicator (KPI) to track engagement (and “Launch Readiness”) against Opportunities and Accounts in Salesforce.

READY TO DRIVE REVENUE AND
RETENTION?