Ebsta for Salesforce
Pipeline Management & Forecasting
Revenue Analytics & Relationship Intelligence
Company Network
Ebsta in Salesforce
Configuration
- Enable Conversational Intelligence Tool
- Connect Zoom Account
- Connect Microsoft Teams Account
- Enable Slack Integration & using Slack from Ebsta
- Set up Conversional Intelligence Summaries in Slack
- Set up & Configure Forecast Category in Salesforce
Reporting
- Enable Ebsta Reporting
- Add Ebsta Reporting fields to Salesforce Page Layouts
- Create an Ebsta Relationship Score Object in Salesforce
- Using Ebsta Relationship Score in Reporting
- Use Ebsta Relationship Score to track the average for Closed Won & Lost
- What is Deal Score?