With GetAccept, flexibility is at your fingertips to engage buyers in new ways and increase win rates by 75% on your documents.
With GetAccept, flexibility is at your fingertips to engage buyers in new ways and increase
win rates by 75% on your documents.
Add the power of GetAccept, the leading Digital Sales Room app, without having to leave your CRM. Learn how you can wow customers & boost your use of Salesforce!
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
closed deal
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.
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.
Automatically fetch product data from Salesforce (Pricebooks, Quotes, Salesforce CPQ, etc) and create dynamic & beautiful quotes with the GetAccept Pricing Table.
Your quotes will also be responsive so your buyers can sign from mobile, tablet, or computer.
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.
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.
Understand which document is working and which is not by tracking how prospects interact with your proposals. Shorten your sales cycle, ramp sales reps quicker, and help your team win more deals.
You can also map out new stakeholders when your content is forwarded to uncover the entire buying committee.
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