Digital Sales Room for Sales Operations Professionals

GetAccept’s digital sales room helps you streamline information flows and data between Account Executives, sales team leaders, and buyers and your CRM.

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How to use a Digital Sales Room in 5 easy steps

Create
Update
Engage
Track
Close

Create a living, digital room and share it with your customers via email or live link. Start with an introduction to your company or a pre-meeting agenda, then update the content throughout the sales process.

Start with an introduction to your company or a pre-meeting agenda, then update the content throughout the sales process.

Add engagement features like a personalized video introduction, links to customer reviews, and live chat interactions.

Get notified with our mobile app and by email when the customer interacts with your digital room –they’ve opened your documents, watched your videos, shared it with others, or asked a question in the chat.

Answer your customer’s questions in real-time via live chat accessed through our app before collecting a secure eSignature.

How to use a Digital Sales Room in 5 easy steps

Create a living, digital room and share it with your customers via email or live link. Start with an introduction to your company or a pre-meeting agenda, then update the content throughout the sales process.

Create

Start with an introduction to your company or a pre-meeting agenda, then update the content throughout the sales process.

Update

Add engagement features like a personalized video introduction, links to customer reviews, and live chat interactions.

Engage

Get notified with our mobile app and by email when the customer interacts with your digital room –they’ve opened your documents, watched your videos, shared it with others, or asked a question in the chat.

Track

Answer your customer’s questions in real-time via live chat accessed through our app before collecting a secure eSignature.

Close

Benefits of a Digital Sales Room

Improved data integrity

Sales teams are not known for 100% compliance when adding or updating contact data in the CRM. Ensure data integrity and save your sellers hours per week by automatically merging data between your CRM, sales tools, and sales collateral.

Operational efficiency

Drive revenue and help your sales team close deals faster by re-allocating time. Reps spend less time logging data or searching for resources and spend more time engaging with their clients.

Sales automation

Automate tedious quoting processes to reduce pricing errors; build automated reminders, tasks, and workflows to link the steps of your sales process and ensure reps will keep the deal moving.

Why use a Digital Sales Room?

Sales teams only spend one-third of their time selling. As a Sales Operations Professional, you can get them back to doing what they do best by helping them work smarter, not harder.

With a digital sales room, you can empower your sales teams to work more efficiently, structure their sales process, control deal timelines, and ultimately, generate more revenue.

  •  Christopher Maricle - Executive Director

    "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."

    Christopher Maricle Executive Director, Head Start California

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  •  Richard Smith - Licensing Director

    “Other suppliers within the same space did not give us the care, attention, and consultation that GetAccept were able to. You guys did absolutely everything, and the relationship was awesome.”

    Richard Smith Licensing Director, Digital Theatre

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  •  Meghan LaMountain  - Global Sales Enablement Manager

    "Throughout our process, including a lot of customizations, the team at GetAccept was there to guide us and really went above and beyond to get us up and running."

    Meghan LaMountain Global Sales Enablement Manager, Cheq

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  •  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, Chargebee

    Read more

FAQ

A digital sales room is a centralized, secured space where sellers and buyers can collaborate, negotiate and access personalized content throughout the sales cycle.

Do you want to create the best buyer experience? Are your deal processes longer, strategic, and involve multiple internal and external stakeholders? Then yes! These types of businesses can benefit from using a digital sales room to accelerate sales and improve customer relationships.

Our digital sales room platform offers deal and pipeline insights, online and offline sales collateral, personalized videos, CPQ, real-time chat, screen recorder, forms, reminder systems, and seamless integrations in a collaborative, shared space.

Right before the first discovery meeting and throughout the customer lifecycle from onboarding to renewal. Your CSMs are impacting revenue, too! Ensure retention and improve the customer experience by nurturing and continually adding value for the entire lifecycle of a customer. You can upload content like a welcome video, pre-meeting agenda, and relevant case studies and share them with your prospects.

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Streamline your sales process!

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During your personalized live demo, we’ll show you how to boost your win rates and wow your customers with the best digital sales experience.

 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, Chargebee