News & Updates

Ebsta Powers Copado Growth

Copado, a leading DevOps platform powering the world’s largest digital transformations, recently announced it has closed $96 million in Series B funding, bringing the total funds invested in the company to $117 million. The financing was co-led by Insight Partners and Salesforce Ventures, with additional investment from Lead Edge Capital, ISAI Cap Venture (Capgemini and ISAI joint fund), and Perpetual Investors. Copado has achieved unrivalled growth in its sector with the assistance of the Ebsta Revenue Intelligence Platform integrated with Salesforce to underpin and scale their data-driven account-based selling (ABS) strategy. The additional business intelligence that Ebsta’s system supplied has…

Flowchart diagram trends

Product Update: Introducing Ebsta’s Pipeline Flowchart

One of the crucial issues that our customers have highlighted with sales data is understanding “how has my pipeline changed” and “why has that happened?”. Being able to identify why a pipeline has increased or decreased or how it is trending seem simple questions to ask, but for most sales leaders and managers, it is extremely difficult to get those simple questions answered without diving into a mountain of data from your CRM or relying on sales reps for an update. Quite simply, getting to see the truth of your sales pipeline is well… a bit foggy. Starting today, we’re…

How to Personalize Emails at Scale

Ebsta’s cadence tool allows you to automatically trigger personalised emails and tasks, to nurture relationships with customers and ensure you never miss a follow-up. Kicking things off this year, we want to be the first to tell you that we have now made improvements to this feature to enable you to manage campaigns at scale. What features are being released ? 1. Merging Dynamic Fields We’ve allowed you to effortlessly enrol up to 500 people into a single, multi-touch cadence, and tailoring each step to ensure you’re adding personalisation and never missing a follow-up. But, the field merging was always…

Introducing Ebsta’s Revenue Intelligence Platform

Today, we’re launching a powerful new product that helps Sales teams to improve forecasting accuracy, identify risk and increase customer engagement. Say “hello” to Ebsta’s Revenue Intelligence Professional.  We started Ebsta with the vision of providing simple, powerful tools that help businesses engage better with their customers and make the most of sales opportunities. With over 1,600 businesses using the Ebsta Platform, spanning a wide range of industries, sizes and structures, we’ve improved on this initial vision by introducing much-anticipated tools that help businesses build better relationships to drive predictable revenue growth.  At the heart of Ebsta’s Revenue Platform is…

Product Update: Relate Attachments to Salesforce Files in Lightning

The rumors are true. Salesforce Files are taking over! Files came onto the scene when they were first introduced in the Salesforce Winter ’16 release, intending to be part of the evolution of content management for Salesforce users. Salesforce Classic allows users to add several different kinds of files — Documents, Content, Attachments, and Files. Whereas in Lightning Experience, Salesforce Files unifies all your users’ Documents, Content, Attachments, and Files into a single system for easier management and collaboration. As users continue to move to Salesforce Lightning from Classic, the transition of relating attachments to files becomes a concern. In…

Cadence Enhancement for Inbox Users

Ondrej Bosak jumped onto Sales Ops Demystified to share his knowledge and experience as Revenue Operations Manager of Exponea

Product Update: Ebsta Inbox for Outlook version 1.0.0.6

Product Update: Ebsta Inbox for Outlook version 1.0.0.6 By now you’ve probably heard about our latest Outlook Integration with Salesforce. We’ve released an update to our brand new product to improve the user experience when you’re sending emails. What was happening? Outlook Desktop is linked directly to an Outlook Server. Information between Outlook Desktop and the Outlook Server syncs every few seconds. Emails sent via Ebsta will momentarily remain as a “Draft” to ensure the email that is sent is the latest version synced with the Outlook Server. This process typically takes 5-10 seconds, but may take up to 60 seconds….

Product Update: Ebsta Inbox Outlook For Mac

This month, we have an exciting update! We’re now bringing the power of our new Outlook integration for Salesforce to Mac users. Designed to help sales people supercharge productivity and automate tasks, it includes all the best-loved features: Automatically sync emails and calendars to Salesforce View, edit and update Salesforce records from Outlook Mac Effortlessly track email opens and clicks in real-time Access Salesforce templates Enroll people into personalized cadences What does this mean for users? If you’re an existing Ebsta user on Outlook for Desktop or Online, keep doing what you’re doing. Just know the you can now access…

New and Improved Ebsta Console

New and Improved Ebsta Console This month, we have big plans for our Ebsta Console! As you already know, it is the Hub of all activity and management for both Admins and Users. To make your Ebsta journey easier, we’re rolling out a brand new design to help you navigate and manage your favorite features, including Calendar Bookings, Cadences, Email Sync and so on. What does this mean for you? The new Ebsta Console has a revamped look with design changes made to the color scheme It’s now easier than ever to access Ebsta features, as we have consolidated all…

Ebsta Launches the 2019 Salesforce Usage Report

For the past 4 years Ebsta has surveyed over 5,000 Salesforce Users to understand how they are using Salesforce. The 2019 Report shares insights from over 500 companies across 6 continents, from those on the front line to decision makers confirming budgets and investments. Here are a few key insights from the 2019 report: 65% of companies with over 100 users cited data quality as their biggest priority moving forward Over 50% of sales staff spend the majority of their time – when they’re not directly selling to customers – split between manual data entry and prioritising leads LinkedIn remained…