Electronic signature for Microsoft Dynamics

INTEGRATE GETACCEPT WITH MICROSOFT DYNAMICS

Why should you integrate GetAccept with Microsoft Dynamics

• With the GetAccept integration manage your critical customer data and your documents in one place.

• Be prepared for each critical stage in the deal through real time insights into what the customer has looked at. Never forget to re-engage through automated reminders & follow up messages

• Once you have installed the integration, GetAccept appears natively inside your Microsoft Dynamics environment. Select your recipient & document, record a video and send via SMS and/or email
• Upon successful e-signature by your client, receive your signed materials attached directly into Microsoft Dynamics.

VIDEO AND LIVE CHAT FOR MICROSOFT DYNAMICS

 Take your client engagements to the next level

Getting a response requires doing something extra that appeals to your recipient in a new way. Studies have shown that the likelihood of purchase increases significantly (up to 73%) if you have first seen a video explaining a product or service. Take advantage of this by  easily introducing all of your sendable experiences with a video presentation directly from your Microsoft Dynamics environment. This videos can be pre-recorded templates or generated live via your desktop webcam or cell phone. 

Another industry trend amongst high performing companies is to make business communications more casual. In GetAccept, harness our built-in Live Chat to proactively ask questions to customers on any document you have sent them. Easily reply when out of the office or away from your desk using the GetAccept mobile app.

DOCUMENT TRACKING & AUTOMATION - MADE SIMPLE

Stop guessing and use data to drive your business decisions

View all sent documents without leaving Microsoft Dynamics and order opportunities based on level of interest. Closely monitor critical information like number of unique opens, time spent on key pages, whether materials are forwarded onto other key decision makers and last activity date.

GETACCEPT & COMPLIANCE LEGISLATION (GDPR)

Register and Collect Consent

Growing global regulations require consent to be formally obtained in order to process and store data, exemplified by the rise of GDPR in Europe. Consent must be specific, informed, unambiguous, freely given and documented. GetAccept can improve organizational ability to control these permissions by making it easier to digitally confirm consent at the time of data collection. eSigning enables companies to demonstrate consent in a court of law and thus empowers them to handle data legally.

GDPR mandates special requirements for agreements between the Data Controller and the suppliers they use to process the personal data they control, known as Data Processors. These agreements are called Assistance Agreements or DPAs (Data Processing Agreement). GetAccept can greatly simplify the process of maintaining and updating contracts in order to maintain the conditions that GDPR requires, streamlining approval flows and facilitating the procurement process. eSigning gives the sender full visibility into where each document is & who has not yet signed; accelerated by automatic reminders which help speed up the process