GetAccept Salesforce Integration

Streamline your sales process by simplifying how you create, approve, and eSign sales documents, all directly within Salesforce.

Imagine an all-in-one Salesforce App to interact with your customers in a personal and efficient way through document, including video, live chat, document tracking and electronic signature. Salesforce and GetAccept will simplify the life of every sales team and be the platform where B2B happens in a natural way.

"Being able to use GetAccept in every facet of sales and HR process has allowed our team
to get more creative with the things that they are sending to people."

Amber Jedamzik
Operations Manager & Salesforce Admin

Streamline your sales process

Use GetAccept's seamless integration with Salesforce to streamline your workflows. Create dynamic sales collateral directly from Salesforce.You can enjoy GetAccept’s functionality of the web environment without having to leave Salesforce, creating a one-stop-shop to close as many deals as possible.

Speed up you sales process with Proposal Templates

Speed up your sales process with dynamic templates and utilize GetAccept’s deal score to learn how to close more deals. You can automatically build personalized offers based on your Salesforce data. Create, populate, develop, track, and manage all proposals in one place.

Add a personalized touch to every deal

Personalize your deals with videos to generate more engagement. GetAccept’s leading sales enablement solution allows you to personalize sales collateral at scale and equips sales teams with the right content for every part of the sales process, dramatically increasing close rates. GetAccept will tell you what parts they spent time on and inform you about any new stakeholder that has been forwarded your content.

Legally binding eSignature

With the GetAccept integration with Salesforce CRM, you can easily close all deals with a one-click legally-binding eSignature. Send any document for electronic signature or collect it in-person, when the signature is completed, send the signed PDF copy automatically back to your Salesforce CRM for storage. AI and real-time analytics will give you even more insights on how to identify and close deals that are stuck in the valley of death.

"Its so easy to work with and for our customers to understand."

Daniel Johansson
Head of Business Control & Billing Tele2 Sweden

Get a personal demonstration today!

Our customer success team is on hand to advise you on the best implementation and onboarding plan for your
business. Book a demo and we will contact you soon!