- Why GetAccept?
GetAccept is embedded inside the HubSpot environment via a Chrome Extension, allowing sales reps to leverage advanced sales engagement and eSignature features without leaving their CRM environment. GetAccept can be accessed under a deal, contact or company record, creating a full-service solution to shorten your deal cycle and increase your win rate.
Increase in buyer and customer engagement when sending documents and proposals with personalized videos
Shorter sales cycles when using electronic signatures
Increased hit rate to closed deal
Record a personalized video within HubSpot or upload a pre-recorded video to accompany your sales sendout and build trust with your prospects and customers.
Sales reps can create and send personalized videos straight from their HubSpot environment through either a deal, contact, or company record.
Turn on automated reminders or start a chat to spark a conversation in real-time when your buyer is engaged and ready to make a decision.
See how prospects interact with your proposals in real-time so you can time your outreach more effectively.
With GetAccept Analytics, you can see how many times a document has been opened, the total time spent reviewing a document and breakdowns by page, chat history and an event log.
Receive live status updates in your inbox, the GetAccept mobile app, or in a HubSpot record or activity timeline.
Track forwarded documents and uncover new stakeholders.
With GetAccept, you can see how many unique viewers have looked at a document and for how long.
Understand all parties involved in the decision-making process and optimize your sales outreach, talk track, and pipeline management.
Close all deals easily with a one-click, legally-binding eSignature.
Send any document for electronic signature straight from our HubSpot integration, and when the signature is completed, automatically send the signed copy back to your HubSpot CRM for storage.
Easily combine dynamic video content with case studies, sales decks, meeting links, tables and more into your proposal templates.
Store all relevant sales collateral in HubSpot for quick and easy access so you can work from a single environment, save more time on admin, and spend more time selling.
Auto-populate your CRM data into GetAccept or Google Suite templates using merge tags. Embed your HubSpot data seamlessly within the GetAccept editor template and automate the document creation process, even for complex quotations.
Auto-fill your HubSpot product details such as product type, quantity, and price into an editable pricing table.
Need to update or modify your sent proposal or quote? Simply make the edits from HubSpot, save, and the outdated proposal or quote will expire and a new version will be sent to your buyer.
Level up your sales automation by triggering HubSpot workflows based on activity in GetAccept documents.
Trigger a personalized email campaign from HubSpot after a document has been opened, reviewed or signed.
Automatically update a customer lifecycle stage based on activity inside a document, or add a HubSpot task on a contact or deal after a contract is e-signed.
Efficiently craft and send compelling sales assets, proposals, and agreements in a highly interactive and personalized way, engaging buyers from your first sales interaction all the way to an e-signed contract.
Track document engagement and activity in real-time to follow up with buyers when they are ready to buy, and identify hidden stakeholders in the decision-making process.
Equip your sales team with a centralized library of on-brand, marketing-approved templates and assets your reps can access and send straight from Hubspot. Facilitate and increase document standardization and adoption while tracking the usage of these assets by your sales team. Gain insights on how templates are and aren’t being used to optimize future content creation and adoption.
Reduce maintenance overhead and increase sales productivity by implementing streamlined sales processes and workflows directly in Hubspot.
Set up the foundation for an aligned internal machinery through the creation of a centralized hub for sales assets and insights into rep performance and insights on sales pipeline.
April 15, 2021
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