Ebsta CRM Review 2024: Pros, Cons, and User Insights

What Does Ebsta Do?

Ebsta was founded in 2012 to address the challenges associated with Customer Relationship Management (CRM), and in 2020, it evolved into a Revenue Intelligence Platform.

In practical terms, Ebsta offers insights that guide sales processes, pipeline reviews, and forecast calls. It does this by focusing on several strategic areas, which I’ll cover in more depth throughout this article.

Key Features of Ebsta

Ebsta equips sales teams with actionable insights to enhance performance. To accomplish this, Ebsta focuses on several key areas.

Coaching

Ebsta offers robust coaching tools to empower sales teams. Let’s delve into the key features related to performance tracking, coaching sessions, and feedback mechanisms:

Data-Driven Coaching:

Ebsta analyzes both successful deals and losses to guide reps toward better outcomes. Focusing on wins and losses, this software helps reps navigate opportunities and mitigate risks to their deals by providing coaching suggestions directly within the workspace. 

Coaching Suggestions Integrated into Workspace:

Reps benefit from insights from both wins and losses, enabling them to navigate opportunities more effectively and mitigate risks.

Summarized Coaching Tips:

Ebsta analyzes every interaction, tailoring recommendations for each individual based on their specific needs.

Key Insights from Calls:

Ebsta probes every call for critical details. Managers gain vital insights to assist reps during coaching sessions better.

Automated Deal Qualification:

To master the discovery process, you can capture critical details on every deal. Ebsta ensures accurate opportunity qualification, streamlining the coaching process.

Forecasting

Ebsta CRM offers powerful features to enhance sales forecasting and revenue predictions. 

1. Evidence-Backed Forecast Submissions:
   Ebsta lets you investigate what deals are forecasted, alerting those in danger of slipping and thereby identifying opportunities to prevent deal losses.
2. Real-Time View of Your Entire Team’s Forecast:
   Ebsta provides a real-time view of my team’s forecast within the workspace, making it easy to identify errors in the pipeline before they impact sales targets.
3. Collaborative Forecasting Tools:
   I can quickly collaborate with my team using Ebsta’s tools to make quick updates, leading to more accurate predictions.
4. Predictive Analytics and Trend Analysis:
   Ebsta’s AI capability learns from my pipelines, considering hundreds of aspects to assess how likely forecasted deals are to close. I can probe why deals are forecasted and prevent deal slippage.
5. Accurate Sales Forecasting:
   I could accurately predict sales revenue, as Ebsta helped me to submit confident, real-time forecasts backed by evidence.

Deal Management

Ebsta CRM offers robust deal management features to enhance sales efficiency and drive successful outcomes. Let’s delve into the key functionalities:

1. Data-Driven Deal Reviews:
   Ebsta ensures data informs reviewed deals. This allows me to understand better why we win or lose deals, identify at-risk deals, and uncover chances to ensure rep performance is improved. 
   
   I also receive coaching suggestions based on real-world information from hundreds of factors, including time spent in each stage, conversations, and relationship strength.
2. Pipeline Visualization:
   As a leader, I gain a real-time view of deal progress, understand anything’s that’s changed, make future plans, and focus pipeline reviews on what’s next. 
3. Deal Tracking and Insights:
   Ebsta captures every contact, email, call, and meeting, providing a comprehensive view of interactions and generating actionable recommendations for reps throughout sales. I found it simple to monitor the health of a deal with Ebsta’s predictive analytics, which assesses how likely it is that I’d be able to close current opportunities.

Available Integrations

Integration available for Enstra:

1. Salesforce
2. Hubspot
3. Bullhorn

Pricing Plan

Ebsta offers four plans. These plans are based on a per-user-per-month basis, making them easy to scale according to your needs.

Conversation Intelligence

Cost: $50 per user per month, billed annually

Conversation Intelligence in Ebsta CRM is a powerful feature that empowers your sales team with data-driven guidance during customer interactions. 

Relationship Intelligence

Cost: $60 per user per month, billed annually.

Relationship Intelligence enforces Account-Based Sales (ABS), where you target specific companies you want as customers instead of focusing on individual contacts. 

Revenue Intelligence

Cost: $70 per user per month, billed annually.

Revenue Intelligence in Ebsta CRM focuses on a holistic view of revenue generation by collating data from all available sources, such as my sales teams, the sales pipelines, and deal closures.

Inbox 

Cost: $30 per user per month, billed annually.

Inbox is designed to work with either Gmail or Outlook. It tracks email, automatically schedules meetings, and allows templates for email messages. 

Is Ebsta Easy to Use?

Ebsta’s intuitive, simple user interface is easy to set up. Its comprehensive Resource Centre has blogs, videos, and reports covering all aspects of its software. These reports can help users gain a good understanding of what the software can achieve. 

For new users, there are webinars and an in-depth Knowledge Base with step-by-step processes for undertaking tasks. 

Which Companies Work with Ebsta CRM?

Ebsta is used by over 750 companies all over the world, including:

• DPD
• Copado
• LeanData
• KnowBe4
• In-Situ
• Informa

Last Thoughts

Ebsta is a Revenue Intelligence Platform that empowers B2B sales teams with actionable insights to enhance their processes. It is valuable for businesses that prioritize customer relationships, seek efficient email integration, want effective cadence management, and need data-driven insights for successful sales operations. 

Ebsta is best suited to small- to medium-sized businesses that want to drive sales to generate revenue.