Available to: Pro & Ultimate
- Salesforce Bulk API Access.
- Company Network and Reporting need to be enabled.
- Users' mailboxes need to be connected to sync to Ebsta: User Management
Account Insights enables you to map and score relationships across your organization. With better visibility into relationships, sales teams can develop more effective account-based selling strategies and maintain high engagement with stakeholders from key accounts.
This article covers:
Access Account Insights
1. Open up the Ebsta Console by clicking on the following link and log into with your Salesforce credentials:
2. Click Insights and then select Account Insights.
Understanding Account Insights
This is an overview of all the relationships you have build at each of your Accounts. Ebsta displays a list of all Contacts related to the Account you are viewing, their current Engagement Score, how many of your team have a relationship with this person, the date of the last activity and key contact details for them.
You can re-order the list by clicking the column headers and can search the list using the search function.
To select an Account to view, click the arrow in the top right hand side and select from the dropdown list.
To build a relationships map for the selected Account, select the Contacts you wish to add to the map from the list using the check boxes and then click the organisation chart button. If you wish you can quickly select all Contacts by checking the box at the top of the column.
Click the Relationships Map tab.
Now you can begin building out a relationship map for this Account. For each Contact you selected in the previous step, Ebsta creates a Contact card. The card indicates the person within your company that has the strongest relationship with this contact and displays the current engagement score and date of last activity.
For each of the Contacts you can select their Contact Roles within the organisation from the dropdown list.
You can move the Contact cards by clicking and dragging them into position.
To extend the map out horizontally, click and hold so that the cursor changes to a hand and scroll across to the right. (You can scroll down to extend your map vertically also).
You can add relationship links/show lines of hierarchy by clicking any of the circles on each side of a Contact card and dragging the line to link to another card.
To delete a relationship line, click the line so that a red cross appears. Clicking this cross removes the line.
To delete a Contact card from the map, click the card so that a red cross appears. Clicking this cross deletes the card.
To add further contacts to a map, click the Relationships tab to return to the list of all Contacts at this Account and use the check boxes as before to include further contacts in the map.
To save the relationship map, click Save Map.
To export the map, click Export Map...
...and then click Download.
This sidebar displays activities information related to the Account you are viewing.
It displays the total number of activities related to the Account, along with the most recent 10 activities.
Click the arrow to expand the view.
Bulk API Access
Forecast Insights require Bulk API access which is included with Enterprise, Unlimited, Developer and Performance editions. If you are using Professional edition, Bulk API access can be purchased by contacting Salesforce. Those using Essentials and Group will need to upgrade their edition.
More information about editions with API access is contained in this article from Salesforce: