- Why GetAccept?
GetAccept is embedded inside the Salesforce environment so sales reps can access and leverage the GetAccept sales engagement solution from within the CRM. GetAccept can be placed onto multiple objects in your lightning environment including the Opportunity, Quote, Contacts or Accounts, creating a full-service solution to shorten your deal cycle and increase your win rate.
Increased engagement when using personalized videos
Shorter sales cycles when using electronic signatures
Increased hit rate to
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.
Gain real-time insights on how prospects interact with your proposals and shorten your sales cycle by acting straight away. With GetAccept Analytics you can see how many times a document has been opened, the total time spent on a document and each associated page, chat history and an event log. Map out new stakeholders when your content is forwarded and track how many unique viewers have looked at a document.
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.
Auto-populate Salesforce data into GetAccept templates to create compelling sales proposals and assets directly from Salesforce. Construct multi-file sendouts by pulling PDFs from Quotes, CPQ or other relevant documents living in your Salesforce objects. Brand the buyer experience and create dazzling templates by leveraging GetAccept’s in-app editor tool.
Take your business process automation to the next level with GetAccept’s highly-customizable, out-of-the-box flow templates. Automatically create a follow-up task and/or receive a notification when a document is signed, rejected or undeliverable. Receive a notification in Salesforce when a recipient comments on a document or a proposal’s status remains “reviewed” but unsigned. Sales reps can even customize flows to suit their specific process needs.
How accurate are your reps’ forecasts? Use the GetAccept Analytics dashboard within Salesforce to track sales insights and see what is hot and what is not. Help your team win more deals and the organization ramp sales reps quicker, so you can hit your quotas.
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