Increase company-wide business efficiency with GetAccept Automations
“Do I really have to update these CRM fields every time?”
Actually, no, you don’t! You also don’t need to spend hours organizing files into folders or sending personalized messages and documents to be signed.
All of these repetitive tasks can be automated!
GetAccept Automations helps reduce tedious work, eliminate human errors, and decrease the lag time between your team and customers. You and your team can finally have more time to do things you are passionate about.
February 7, 2023
30 min + Q&A
The best part about these automations is that everyone in the company can benefit from them!
Automatically send sales material when a new lead is assigned, auto-fill customer info, change deal statuses, and store contracts within your storage software.
After a contract is signed and the deal is closed, automatically hand off related customer information from sales to the customer success team.
Organize candidates’ information, automate correspondences, and personalize the interviewing process.
Streamline the quote-to-cash process by automatically creating purchase details, notifying customers, and collecting payments.
Head of Sales US @ GetAccept
Product Marketing Manager @ GetAccept
Automations to and from your Digital Sales Room | GetAccept
Eliminate time-consuming manual tasks and improve sales efficiency with workflow automation that easily connects with your CRM and ERP systems.
Dynamic & Automated Quoting for your CRM
Tired of sending boring and static quote PDFs? Now you can send professional-looking quotes directly from your CRM.
Work more efficiently with your content
Change or update multiple content pieces at once with bulk actions. Add tags or change owner in bulk, delete content in bulk, and bulk move different content into folders.