How Chargebee consolidated their sales tech stack and automated manual follow ups

Chargebee
Germain Brion - SVP Corporate Strategy

We were looking for a solution to allow us to use videos to engage prospects, send trackable sales materials, forward proposals, and gather signatures on contracts - all within our CRM. GetAccept was the answer.

Germain Brion

SVP Corporate Strategy

At a glance

The main challenge that Chargebee experienced was that their sales reps spent a lot of time creating and manually following up on proposals.

It was also difficult to create unique sales collateral to stand out against other subscription billing providers and to communicate their solutions to their potential customers in a modern way. All sales nurturing was being done via email and web conferences which wasn't a key differentiator when comparing to other providers.

Features
Company Size
1001+

1001+
Industries SaaS,Technology,Finance
Company Website https://www.chargebee.com
  • Reduce manual effort around proposal creation and follow-ups.
  • Enable differentiated sales interactions vs. competitors.
  • Keep sales reps focused within their CRM workflow.
  • Chargebee moved proposal creation into the CRM, minimizing context-switching for reps.
  • Automated follow-ups with reminders helped ensure 100% of deals were engaged.
  • Real-time tracking (opens, views, downloads, forwards) gave visibility into prospect behavior.
  • Live editing eliminated slow redlining cycles and kept documents moving.
  • Approved signed agreements flow back into the CRM seamlessly.

Solution

By creating and sending their proposals from within their CRM, Chargebee could minimize distractions for the sales team by keeping in their workflow of choice.

They also found comfort in knowing that 100% of their deals were being followed up on with automatic reminders. With video and chat, their team was able to communicate their value in a unique way, which helped them add a human element to their customer journey.

Results

Sales Reps

Since Chargebee introduced GetAccept to its team, reps have found more enjoyment and success in their sales efforts. Reps are able to merge data from records, avoiding double data entry, and they can make enhancements to the design of their proposals via the Google Docs integration. All without ever leaving their CRM.

Once the sendouts are delivered, reps and management can prioritize deals based on trackable engagement metrics, like time spent on key document pages, whether it is forwarded to other stakeholders, downloaded, printed, etc.

Their reps also avoid the painstaking back and forth in the redlining process with the GetAccept live editing feature. When terms are finally agreed upon, the signed agreements are returned seamlessly into their CRM.

Sales Management

Has enjoyed viewing how reps are communicating with prospects to further tailor sales efforts based on the individual behaviors of high achievers. The approval workflows they have set up in their templates have been vital to ensure errors are avoided before terms are sent to prospects. Furthermore, video and chat reminders have also added further levers reps can utilize when opportunities go "silent" on them.

Sales Operations

Has also enjoyed the time and capital savings of not needing to buy multiple tools for sales enablement, video, proposals, contract management, and e-signatures. GetAccept has helped them consolidate all of these, while also being able to communicate to their CRM.

Customer Success

After the success seen in sales, GetAccept is now being used by their customer success team to facilitate trainings via video, conduct quarterly business reviews, and assist with renewal and upsell opportunities with contract management.

(1036+) 4.7 out of 5

Start wowing buyers and hitting quotas now!

Book a demo

Stories worth learning from