Update opportunity details in real time without ever needing to leave your platform

Trying to juggle inputting data into your CRM and spreadsheets is an unforgiving task for reps. Time is inevitably lost as deals need to be updated in multiple places, creating inconsistencies and ultimately wasting valuable time which could be spent engaging.

We have now released Inline Editing which enables reps and leaders to update deal details in real-time. When you update these fields, the change in value is automatically synced with your CRM. The beauty of this is it allows you to edit deal amounts, close dates and stage within the platform, without needing to worry about updating the figure elsewhere.

Inline edits can now be made to specific opportunities within the opportunities table. This enables reps to update deal details as they are reviewing their pipeline, whilst for leaders, it allows changes to be made during 1:1s. As a result, deals can be updated on the fly as you are analysing pipeline, freeing you to address the issues influencing the opportunity, rather than dragging you down with unnecessary further admin.

So when it’s time to review deals in your existing pipeline, not only can you use Ebsta to drill down into which deals are trending downwards or stalling, but you can now also make those changes in real-time. Long gone are the days when you need to extract insight from your revenue intelligence platform and then input it into your CRM. Instead, this power is now at your fingertips within the platform.

Inline editing is available to customers with the following subscriptions today;

• Professional
• Ultimate

If you are not already using Ebsta, you can improve the efficiency of your 1:1s by getting connected today.