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Relationships

Put the “relationship” into CRM by automatically capturing every contact and scoring engagement.

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Discover relationships across your organization

Build an “internal LinkedIn” for your CRM by automatically capturing every contact across your organization. Have complete visibility of who knows who and who has the best relationship with different prospects and accounts. Save time asking for introductions and collaborate with colleagues through the customer lifecycle

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Increase pipeline with warm introductions

Ebsta analyzes activity in real-time to score engagement and highlight who has the strongest relationship with a prospect or customer in your CRM. Leverage the strongest relationships automatically for the very best introductions into new accounts and work collaboratively to increase your pipeline together.

Build better customer experiences

Tye relationships together through the customer life-cycle, from SDRs and sales managers to customer success and support. Share relationships and previous activities across departments to build a more personal experience for your customer.

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Improve team collaboration

Give your whole team complete visibility of what’s going on with every record in your CRM. Share relationships and activities to create greater team alignment, streamline “what’s going on with…” conversations, to deliver better customer experiences.

Never lose a business relationship

On average, organizations lose as many as 58% of their business relationships every year as their CRMs aren’t updated. Ebsta analyzes your CRM data to highlight prospects who have left and identify replacements or alternative contacts to ensure you never lose your sale.

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