Favourite functions —
Delivering documents and reminders via SMS | Instructional introduction video | User friendliness for senders and signers
Challenge
As a newly formed startup in 2018, SkyLab was on a tight budget when it came to their sales stack.
They were challenged to find a solution where they could get the most bang for their buck. One that could handle necessary operational functions, like collecting e-signatures, but also had sales enablement features to help them stand out from their competition and connect to their new CRM, Pipedrive.
A seamless integration with Pipedrive was something that would save the team time and help them focus on their next deal. An added bonus was a system that was easy to use and had a short ramp-up period. This was especially important for their startup because their most precious resource, besides money, was time.
They needed to be guaranteed that they'd be able to build adoption within their sales team as soon as possible. After assessing a few of the competitors, SkyLab found themselves at the doorstep of GetAccept.
Solution
The first step in SkyLab's onboarding was setting up GetAccept within their Pipedrive CRM.
This only made the process easier for them to send their contracts to prospects, saving time and, ultimately, helping them focus on their next deal. By adding an introduction video, they are able to leave a remarkable impression on their prospect.
When they receive the notification that someone is viewing their contract, they immediately give the prospect a call and offer to review it together, increasing exposure and engagement with their prospect. As the contract is being reviewed, the GetAccept mobile app will notify the team to reach out to the prospect in the live chat to answer any questions and deliver great customer service.
The status of the contract is updated in Pipedrive, and when the contract is eventually signed, the final version is pushed back into the CRM, right where they need it.
Result
Sales Team
With GetAccept now easily accessible in their Pipedrive environment, the team can create and deliver a contract in just under 5 minutes, faster than ever.
The ease of use, both from the sender and recipient side, led to high user adoption. They love tracking the contract and have created best practices based on how the prospects engage with the send-out, like calling them as soon as they open the deal.
By using the mobile app, they are always notified when someone reaches out with questions, which means they can reply back from anywhere and within seconds. Since GetAccept is synced with Pipedrive, the team doesn't have to worry about manual tasks that consume precious time and can focus on closing their next deal.