The ChallengeEngagement with customers has become increasingly important at ChatMeter. Manual efforts were required in order to update and maintain records within Salesforce. Often this was time-consuming and, inevitably inconsistent– According to ChatMeter – just “40% of emails were recorded”. Employees were unable to benefit from all the insight they really had on their customers. This included, immediate access to up-to-date contact information, a full record of all activities across departments, insight into who has the strongest relationship, when they last engaged or what was discussed. As a result, ChatMeter needed a solution that they could trust with helping them to:
- Automatically capture email and calendar activity
- Boost employee productivity and Salesforce adoption
- Increase the quality of customer data
- Drive team collaboration with customers
- Improve reporting accuracy and forecasting
“Ebsta allows the Sales Reps to click “send” and it shows up in their Salesforce; it shows up on the account level, on the contact level, and gives everyone that has permission to view those records visibility into the conversations when needed.” – Evan Green, Operations Manager, ChatMeter
The ApproachAfter searching and evaluating a variety of Salesforce email integrations, Ebsta offered a complete solution that met the following requirements of ChatMeter:
- Automatically sync 100% of email to events to Salesforce records
- Chrome Extension has supercharged the inbox experience for ChatMeter employees with Ebsta’s full suite of productivity features ο Email tracking to understand when people open emails ο Automatic meeting scheduling to save tedious back and forth emails ο Templates for quick and efficient communication
- Chrome Extension provides insight in context through integrations with prospecting websites, including LinkedIn · Data quality tools to unlock missing Contact and Lead records and leverage up-to-date contact data from contact signatures
The ResultIncreased Productivity
- Save an hour – seamlessly sync emails and update contacts
- Drive inbox efficiency with Salesforce email templates, send later, and email tracking
- Integrate into workflow with Chrome Extension to reduce time spent tracking contact/account activity history by reading shorthand, notes, email forwards, etc.
- 250% increase in emails being automatically logged to Salesforce with Ebsta.
- With all emails and contacts captured, everyone has total visibility into their team’s engagement with a contact
- Enabled the team to seamlessly leverage the best relationships and build on previous conversations
- Accurate data improves: activity of their team, activity with opportunities, nurturing of leads, supporting customers, and targeting marketing campaigns.
- Successfully incentivized team by analyzing true activity
- Easily identify any opportunities at risk because of a lack of activity