What it does
Ebsta combines conversation, relationship and revenue intelligence for sales teams. Opportunity reviews can include scored deal-qualification criteria and notes explaining each assessment. Access uses a Salesforce or HubSpot connection, with tailored quotes and a 14-day evaluation for the main intelligence offers.
In Ebsta, open Forecast and select an opportunity in the Opportunity Table. The Opportunity Sidebar's Qualify tab contains the Deal Qualification Guide. MEDDPICC is an eight-part deal-qualification checklist covering value, buyers, decisions, purchasing steps, pain, champions and competition. Score each criterion and add notes explaining the assessment.
The criteria separate questions that can otherwise blur together: who the economic buyer is, how the decision will be made, and what the paper process requires. A strong champion does not supply the missing procurement steps. Record that distinction in the notes rather than relying only on the aggregate qualification bar.
The table reflects the completed qualification, making it available during the next pipeline conversation. Choose the commercial scope around the work needed.
| Offer | Focus |
|---|---|
| Conversation Intelligence | Call insights, captured details and coaching |
| Relationship Intelligence | Relationship scores, maps and trends |
| Revenue Intelligence | Deal review, pipeline management and forecasting |
Use Try for Free and connect Salesforce or HubSpot for the 14-day evaluation; Enterprise evaluations are arranged with the team. Full Salesforce functionality requires Enterprise edition and its bulk-data interface to be enabled. Existing users enter through Log In.
Strengths
- Qualification notes keep the reasoning beside methodology scores
- The Opportunity Table reflects the deal's recorded qualification
Watch out for
- Full Salesforce functionality requires Enterprise edition with the bulk-data interface enabled
Best for
- Sales managers running structured opportunity and pipeline reviews
Sources
- Pricing (Oct 27, 2026)
- Qualify Deals with MEDDPICC® - Ebsta (Oct 27, 2026)
- Ebsta | Revenue Intelligence (Oct 26, 2026)
- Log In - Ebsta (Oct 27, 2026)