MENU
Book a demo!
Try it for free
Downtown London

Diners Club delivers 
application forms to their clients right within Pipedrive  

skylab_white_blue_300dpi-768x171
Siemens
Sonic Telecoms
dominos-pizza-logo
sigstr_logo
crisp video logo
"Impressive from the start - our first call, to implementation, to expanding our usage! GetAccept's customer care team has been a pleasure to work with and we look forward to more innovations and features in the product!"
 

Daniel Robertson

Daniel Robertson
Reporting & MI Analyst
Diners Club UK & Ireland
Diners Club Logo

  Quick Facts  

  • Who: Daniel Robertson, Reporting & MI Analyst, Diners Club UK & Ireland
  • Used GetAccept: Since 2020
  • Industry: Financial Services
  • Integrations: Pipedrive, Google Drive

  Favorite Features  

  • Integration with Pipedrive
  • Automated email reminders
  • Analytics of customers' behaviors
  • Detailed event log and audit trail

The Challenge

Being a leader in the UK financial services market is no easy task. The competition is ever present and to stand out means you have to make your sales experience different than everybody else's. Diners Club had just switched CRMs to Pipedrive and were in need of a new eSigning solution that would integrate seamlessly, as their previous tool, Adobe EchoSign, did not have a connection. When using their old eSigning platform, they had always felt like they were just sending another standard email to their client that needed to be sign. It wasn't seamless, it wasn't personal, and it only served to collect a signature. When searching for a new eSigning tool, they wanted to make sure that whatever they chose would bring additional value to their sales process, such as personalization and better analytics, and offer a higher standard of support than what they were accustomed to receiving. They were not looking for another point solution that would only be used to collect eSignatures, but something that would be able to add value throughout their sales cycle. Luckily, they found themselves checking out GetAccept's solution at just the right time!

The Solution

The first step to helping Diners Club transition from their previous provider was to create their templates. Since we were going to be integrating with Pipedrive, we were able to use merge fields to automatically populate their template with customer CRM data. This, along with the ability to create and deliver sendouts directly within Pipedrive, drastically shortened the time to reach back to customers. Once delivered, their sales team is able to track each sendout at every stage of the deal. They also gather analytics and pull monthly reports to better understand how they can improve their deliverables. Since the system gathers all actions and collects them in the final PDF as an audit log, their team is assured the documents they send are safe and secure. Because of the success they had using GetAccept in one part of the business, Diners Club added a second entity to their subscription with its own unique branding and templates. Yet again, the rollout was smooth and quick thanks to the customer success team.

Results

 

  • More streamlined and integrated application process
  • Higher communication with customers during onboardings
  • Deeper analytics on customer's behavior
  • Less time spent following-up and collecting signatures

Sales Team
The Diners Club sales team was a bit hesitant with having to learn a new eSignature tool. They had just adjusted to using Pipedrive as their new CRM and didn't know how another tool would affect their software fatigue. Luckily, to their surprise, GetAccept was easy to pick up and start using right away. The integration into Pipedrive particularly excited them because they did not need to go between softwares. They can find the contact, create the document, and send it off right from within Pipedrive in just a few clicks. The statuses of their sendouts also update automatically on the contact's timeline and the final signed PDF gets added within Pipedrive. The adoption of GetAccept was so successful that new members of their sales team were able to pick it up within a day. 

Sound too good to be true?

Try It Out Yourself & Schedule a Demo!

Background GetAccept

Diners Club's 3 best tips for evolving your sales process: 

1. Don't be afraid of looking into smaller innovative solutions. 
2. Have a degree of exploration and openness when researching.
3. Speak with the company's employees to ease uncertainty and build trust.

Daniel Robertson
Reporting and MI Analyst, Diners Club UK & Ireland
www.dinersclub.co.uk

Seek and you shall find the answer

FAQ →

Get to know us

About us →

Drowning in paperwork? No worries

Contract Management →

GetInformed with GetAccept!


Subscribe to our newsletter and get the latest news, events,
hacks and all the other crazy GetAccept stuff.