GetAccept + Salesforce

Record a personalized video from within Salesforce or upload a pre-recorded video to deliver the perfect send-out and build trust with your prospects and customers. Sales reps can create and send personalized videos straight from their Salesforce environment either through the Opportunity, Quote, Contacts, or Accounts objects. Enable automated or real-time chat to spark a conversation when your buyer is impressionable and in a decision-making mindset.

Easily close all deals with a one-click legally-binding eSignature. Send any document for electronic signature from our integration within Salesforce, and when the signature is completed, send the signed PDF copy automatically back to your Salesforce CRM for storage.

How accurate are your reps’ forecasts? Use the dashboard overview to see what is hot and what is not, and know which reps need coaching and on what deals. Help your team win more deals and the organization ramp sales reps quicker, so you can hit your quotas.