Favourite functions —
Mobile app and notifications | Delivering via SMS | Automated email reminders | Personalizing with Google Docs
Challenge
With a watchful eye on the latest and greatest being produced in the SaaS industry, Crisp Video Group was no stranger to using software to their advantage. They were well versed in finding opportunities for improvement within their software stack and were using another eSignature platform to have their contracts, release forms, and other documentation signed.
One of the main focuses for streamlining their processes was to have their software stack integrated throughout, enabling their processes to work fluidly and their team members to work smarter, not harder. They had already taken the initiative to use Zapier to connect their critical softwares, like Hubspot, Google Analytics, Drive, and Salesforce, but they had trouble syncing their eSignature solution with their customer relations tool.
This is what triggered their initial search that began their journey to find GetAccept.
Solution
Right off the bat, Crisp Video Group integrated GetAccept with their Hubspot CRM. This ensures that their sales team can stay in one environment while connecting their sent documents to the deal within Hubspot. By taking advantage of the Google Docs and Drive integrations, they're able to quickly hyper-personalize every send out and then store it in a folder in their Google Drive after being signed.
After a recipients opens one a send out, they track if that person visits their websites using the Google Analytics integration. They also text the document to make it as convenient as possible for the recipient to view and sign. Using the mobile app, they can get back to clients' questions ASAP and deliver white glove service.
After its success with the sales team, their operations team now delivers send outs using GetAccept as well!
Result
Sales Reps
After trying other eSigning solutions that were not seamlessly integrated with Hubspot, the team was relieved and excited to deliver send outs right from within their CRM. This allows them to stay focused on their tasks without switching between softwares. They are able to personalize their content and messaging easier by having their deal notes right in front of them while they prepare their send out.
By using the mobile app and push notifications, their team is always on top of every deal that gets sent out, even when they're out of the office. More opportunities to build relationships with clients have presented themselves by taking advantage of the document tracking and live-chat features. This helps the team differentiate Crisp Video from competitors and ultimately close more deals.
Operations Team
While sales is closing more sales contracts and bringing in more clients, the operations team decided to use GetAccept as well to streamline their own processes. They have many documents, like release and commitment forms, that need to be filled out and signed by clients to help onboard them efficiently.
By using GetAccept, they are able to conveniently deliver the forms and quickly answer all of their clients' concerns, creating a frictionless experience for their customers.