Ebsta
Product information
Reviews
4.0 out of 5 stars
Ebsta is best for sales and revenue operations teams who need to optimize pipeline management and forecast accuracy within Salesforce. It stands out for its deep Salesforce integration and real-time relationship intelligence, but may not be ideal if your team relies on multiple CRMs or needs extensive customization outside Salesforce. Compared to Clari and InsightSquared, it’s better suited for organizations that are heavily invested in Salesforce and want actionable insights directly within their CRM workflow. If you’re struggling with unreliable sales forecasting or poor pipeline visibility, this is probably the right tool. If not, you might want to explore alternatives like Clari or Salesforce’s native analytics.
Product options
Tool Details
- Clari
- InsightSquared
- Salesforce Einstein Analytics
- Gong
- People.ai
- Excellent Salesforce integration
- Real-time relationship and activity insights
- Improves forecast accuracy
- Easy to use for sales teams
- Automates data capture from email and calendar
- Limited support for non-Salesforce CRMs
- Customization options can be restrictive
- Reporting can feel basic compared to some competitors
- Pricing may be high for smaller teams
Related Resources
How to integrate Salesforce with Ebsta for seamless data synchronization
Learn how to connect Salesforce with Ebsta, sync your data reliably, avoid common pitfalls, and get practical tips for smoother CRM workflows.
How to create and analyze sales cadence reports in Ebsta
Learn how to build and make sense of sales cadence reports in Ebsta—no fluff, just practical steps, tips, and honest advice.
How to manage and update Salesforce opportunities directly from Ebsta
Learn how to review, update, and manage Salesforce opportunities inside Ebsta—without bouncing between tabs. Real-world tips, honest advice, and pitfalls to avoid.
How to use Ebsta to monitor customer engagement in real time
Learn how to actually use Ebsta to track customer engagement in real time—without the fluff. A practical guide for sales and success teams.
Comparing Ebsta and Other GTM Tools for Maximizing Revenue Operations Efficiency
Cut through the noise—see how Ebsta stacks up against other GTM tools for making your revenue operations team faster, smarter, and less stressed.
How Ebsta Improves Salesforce Pipeline Visibility for B2B Sales Teams
See how Ebsta gives B2B sales teams real pipeline visibility in Salesforce—what works, what doesn’t, and how to cut through the noise.
How to sync calendar events and emails automatically with Ebsta in Outlook
Learn how to set up Ebsta to sync your Outlook emails and calendar events with Salesforce, plus honest tips on what works and what to skip.
How to identify and manage pipeline risk using Ebsta score insights
Get a real-world guide to spotting and fixing pipeline risk using Ebsta scores—no jargon, just practical steps for sales leaders and ops teams.
Step by step guide to setting up automated email tracking in Ebsta
Learn how to set up automated email tracking in Ebsta, avoid common pitfalls, and make the most of your tracking data—without the fluff.
How to customize Ebsta dashboards for tracking sales team performance
Learn step-by-step how to customize Ebsta dashboards to accurately track sales team performance, spot trends, and avoid common reporting pitfalls.
How to leverage Ebsta engagement analytics to improve win rates
Learn how to use Ebsta engagement analytics to spot real sales signals, focus your efforts, and actually close more deals—without the fluff.
How to set up and interpret deal forecasting with Ebsta pipeline intelligence
Learn how to set up and actually use deal forecasting with Ebsta pipeline intelligence—minus the hype. Real steps, real advice, real talk.