Tracking what deals will actually close. Really helped us to identify the places we win the most and when in the customer journey we should be engaging key stakeholders.

It is directly integrated to my office GMail account, and from there directly into SalesForce. No longer am I wasting time/copy pasting emails into SF so that I can review communications relative to the account, no longer am I manually uploading documents to SalesForce either. If the email comes from a contact that is associated to an account in SF, I can rest assured that the email will automagically post to SF and if I wish to upload attached documents I can upload them as well with just a couple of clicks. Furthermore, if I wish to add a conversation that is not associated to a contact, I can do this as well by searching for the account with the Ebsta buttons that populate to every email and upload those conversations and/or documents to the SF account. It's easy to learn, and very effective, saves me hours every day.

We are very happy with our Ebsta product. It fits in so well with Salesforce and with Google that it allows us to seamlessly have all the information at our fingertips when we are looking at a specific client instead of having to go back and forth from different platforms. I can easily see everything I want to know.