News & Updates

Bringing Revenue Intelligence to Salesforce

Have you ever tried to build furniture without the instructions? You can follow your gut and may end up with a completed project – but there will always be a few screws left over. Your sales team can feel like that too. Their CRM may show them the parts – but without the data and understanding they need to close, it’s inevitable that deals will be left on the table. Revenue intelligence can be your sales team’s instructions.  It shows them how all the pieces of customer information fit together. How does it do this? By collecting and analyzing sales…

See how forecast submissions have changed with Ebsta Waterfall

Waterfall Chart shows how your team’s commit and upside forecasts have changed, and more importantly – understand which opportunities drove this change.

The Ultimate Forecast Submission Tool for Managers

New view for managers to review their teams pipeline, inspect their opportunities and change the forecast status.

Deal Qualification Guide Scoring

Give each of the 8 MEDDPICC® criteria a score from 1-10, helping reps to define what success looks like – so they can plan to close it.

Turn insight into action with Pipeline Insights

Pipeline Insights give you complete pipeline visibility so you can identify deals at risk before it’s too late.

Deal Qualification Guide

Follow Ebsta’s 8 step process from popular sales methodologies to identify the factors that lead to deal success.

Bringing Ebsta’s Insights into your Salesforce Org

The next step in powering your CRM with revenue intelligence, with our improved Visualforce User Interface (UI) and Web Components.

Product Release: Forecast Submissions

The latest release to Ebsta’s Revenue Intelligence platform is Forecast Submissions – available to Pro & Ultimate customers

Product Release: Opportunity Next Step

Pipeline reviews provide the opportunity for managers and leaders to dissect their teams’ pipelines to reveal where deals are at risk and where they need to be focusing their time. This follows a simple four-step process; analyze the deal, work out what is working, identify what needs to be done – and then update the next step. With the release today of the Opportunity Next Step, we are completing the circle and enabling teams to conduct entire pipeline reviews from within Ebsta’s Revenue Intelligence Platform. When the next review meeting comes around, managers can dive into how their reps’ pipeline…

Product Release: Slack Integration

Modern tech stacks leave us jumping from system to system. Often, this means losing the vital time which these tools are designed to help us save. At the very least, it creates frustration in trying to communicate across these different systems.  We’re streamlining those communications with the release of our integration with Slack. With this, Ebsta now seamlessly speaks to Slack, allowing teams to share links to opportunities from within our Revenue Intelligence Platform. Bring insights to life by sharing opportunities you are working on with your manager, your reps or your colleagues.  To share a deal via Slack, we’ve…