Solution
Cheq’s sales team made the switch to GetAccept. Account executives, Cheq’s primary users, now use GetAccept every week to send important documents like NDAs and sales proposals with their service-based pricing. Cheq uses different combinations of the GetAccept product to make sure proposal info pulls automatically and still looks beautiful.
GetAccept didn’t just help Cheq’s sales team, though. Analytics and insights in the GetAccept platform help team leaders understand how buyers engage with Cheq’s sales content. These insights help sales leaders and account executives tailor their messaging to buyers’ expectations. Video analytics were particularly helpful, as the team moved towards using personalized videos in their sales process with GetAccept.
GetAccept’s chat feature also helped sales reps communicate with their buyer and make changes in real-time.
Above all, Cheq is able to use GetAccept within their existing Salesforce environment to streamline their sales cycles without adding extra admin work for their Account Executives. Merge fields help the team ensure accuracy between GetAccept and Salesforce data, and content folders help leaders keep everything organized.
GetAccept didn’t just help Cheq’s sales team, though. Analytics and insights in the GetAccept platform help team leaders understand how buyers engage with Cheq’s sales content. These insights help sales leaders and account executives tailor their messaging to buyers’ expectations. Video analytics were particularly helpful, as the team moved towards using personalized videos in their sales process with GetAccept.
GetAccept’s chat feature also helped sales reps communicate with their buyer and make changes in real-time.
Above all, Cheq is able to use GetAccept within their existing Salesforce environment to streamline their sales cycles without adding extra admin work for their Account Executives. Merge fields help the team ensure accuracy between GetAccept and Salesforce data, and content folders help leaders keep everything organized.
Result
With GetAccept’s comprehensive digital sales solution, Cheq’s Account Executives go beyond just a simple contract send-out. The sales team is able to pull all of the most important buyer information from Salesforce into GetAccept to maximize efficiency.
GetAccept has also benefitted Cheq’s clients. Account Executives appreciate that clients can edit their information and have that information updated across multiple channels and systems.
GetAccept and Cheq continue to work closely on creating a more customized experience for the team, including the implementation of merge fields and folders to keep everything organized. The Cheq team leverages GetAccept’s dedicated customer success team to implement the tool and increase teamwide adoption.
Overall, GetAccept will be a scalable option for the Cheq team, with an eventual rollout to their own customer success team and other teams that need to send and sign documents.
GetAccept has also benefitted Cheq’s clients. Account Executives appreciate that clients can edit their information and have that information updated across multiple channels and systems.
GetAccept and Cheq continue to work closely on creating a more customized experience for the team, including the implementation of merge fields and folders to keep everything organized. The Cheq team leverages GetAccept’s dedicated customer success team to implement the tool and increase teamwide adoption.
Overall, GetAccept will be a scalable option for the Cheq team, with an eventual rollout to their own customer success team and other teams that need to send and sign documents.
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