Live updating in Ebsta

Product Release: Inline Editing

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.

Live updating in Ebsta
Make live changes to deal value, close date and stage in real time

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.

Changes made with inline editing sync automatically with your CRM

Speak with our experts and see how Ebsta will help improve your sales

New call-to-action
New call-to-action
Logo Icon (White)@2x

Newsletter Signup

Share this article

Related Content

How to Demonstrate ROI of Revenue Operations with Julian Hannabuss, Director of Revenue Operations at Procurify

In this episode of the Revenue Insights Podcast, host Lee Bierton is joined by Julian Hannabuss, Director of Revenue Operations at Procurify, a leading procurement and purchasing software company that lets teams track, control, and analyze all business spending so they can scale faster. Julian shares his insights on how revenue operations should present their revenue outcomes and can drive organizational value to the board. He also shares his insights on the difference between high and average performers in the sales and revenue teams. Julian shares some tips on how to mitigate churn at your company.

How to Build Your Pipeline Through Social Selling with Tim Hughes, CEO of DLA Ignite

In this episode of the Revenue Insights Podcast, host Lee Bierton is joined by Timothy Hughes, CEO of DLA Ignite, a strategic advisory and consultancy enterprise that enables organizations to leverage social selling to convert pipeline leads. Tim shares a three-step social selling process to build pipeline leads and highlights how conversations rather than content play a pivotal role in the conversion process. Conversions pivot around educating the prospects on their pain areas and then offering solutions to resolve the issues. The episode is also a gold mine for sales leaders looking for insights that are easy to adopt and implement.

The Four-Step Framework to Reimagine Sales Teams with Ben Stroup, President at Velocity Strategy Solutions

In this episode of the Revenue Insights Podcast, host Lee Bierton is joined by Ben Stroup, President at Velocity Strategy Solutions, an on-demand strategy and management consulting firm. Ben shares his insights on how Velocity uses people, processes, technology, and data to reimagine sales and revenue teams, and move the needle toward a modern-day revenue operation and management approach. Companies must move from monitoring lagging indicators like revenue to analyzing leading indicators like customer acquisition costs (CAC) and customer lifetime value (LTV). Ben also touches on the importance of aligning internal teams to a common goal.