Velocity
Ebsta measures the strength of your relationship with contacts based on your email communications (how often you exchange emails, how recently emails have been exchanged and so on) to build a Velocity score. You can easily identify which contacts within a company you have the strongest connections with.
Email address
This column displays the email address of the contact and gives users the ability to hide all emails and this contact from view. Clicking on the drop-down arrow next to a Contact's name opens up the Privacy Controls . Users can choose to:
Connected Colleagues
Ebsta displays which of your team has a relationship with a contact. By default, Ebsta displays the team member who had the last interaction with them and displays how many other team members have engaged with this contact.
Social Profiles
Ebsta will display social profiles if they were found in the Contact's email signature. Clicking on these icons opens up the social profile in a new browser tab.
Status Indicator
Ebsta analyses email content including out-of-office emails and auto-responders. Ebsta will display an indicator icon to alert you if a contact is currently out-of-the-office or has left a company.
How do I get started?
Follow the instructions in this article to install Ebsta Inbox for Outlook and get started with a 14-day free trial in less than 1 minute.
The Power of Salesforce in Outlook
Sales reps spend their lives in Outlook, sending emails and scheduling meetings.
Automatically Sync Emails & Calendar Events to Salesforce
Ebsta saves the busy-work of manually recording activities by providing administrators and reps the ability to automatically sync 100% of emails and events between Outlook and Salesforce.
Nurture Relationships with Personalized Cadences
Build cadences, including emails, calls and Salesforce tasks, to automatically reach out to more prospects and customers and never miss a follow-up
Recommended For You
Quickly find open tabs, see all windows in one view, find duplicates and limit tabs per window. The best Tab Manager for Chrome.
Favourites of 2021
Dark mode for every website. Take care of your eyes, use dark theme for night and daily browsing.
Extensions Starter Kit
View translations easily as you browse the web. By the Google Translate team.
Chrome Developer Tools
Test SEO/speed/security of 100s of pages in a click! Check broken links, HTML/JavaScript/CSS, URL redirects, duplicate titles...
Capture Your Screen
Capture a screenshot of your current page in entirety and reliably—without requesting any extra permissions!
For Business Owners
View and edit Microsoft Word, Excel and PowerPoint files with Google Docs, Sheets and Slides.
Save it for Later
Save your favourite ideas online so you can get back to them easily later.
What is Ebsta in Salesforce?
Ebsta provides an email synchronization engine that will automatically map emails from mailboxes to the relevant Salesforce objects natively into Salesforce. This can be set at an administrative level to ensure that all emails from all mailboxes can be captured as required.
What is a service account in Ebsta?
The service account can connect any mailbox to Ebsta for data processing and central management by an Administrator. If a service account is to be used it should be connected and the relevant mailboxes connected for data processing now so that users users can start using Ebsta immediately with a fully populated data set.
What is Ebsta tool?
Ebsta is an intuitive tool for the end users however guides providing UI familiarisation, feature usage and explanation can be found in this Knowledge Base. For tailored training and webinar access please contact your Customer Success Manager.
What is privacy control in ebsta?
Privacy Controls set the permissions for information sharing within and across teams. Teams can have visibility of information from just their own mailbox, across their team, multiple teams or across all connected users.
What is Ebsta front end?
Ebsta's front-end component can be added to the Page Layout of each desired Object e.g. Accounts, Leads and Opportunities.
What is a blacklist in Ebsta?
Blacklisting allows for rules to be defined which omit any emails from the Ebsta system. A standard implementation would blacklist internal email domains to mitigate internal emails from being displayed. All top level domains should be considered from all trading brands as well as any potentially sensitive email addresses or domains such as those from HR, investor, banking partners.
