Salesforce with GetAccept

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!

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How does the GetAccept integration for Salesforce work?

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.

41%

Increased engagement when using personalized videos

400%

Shorter sales cycles when using electronic signatures

30%

Increased hit rate to

closed deal

All-in-one content creation

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.

Personalize your sales interactions

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.

Create professional-looking quotes in no time

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.

Secure electronic signatures

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.

Automate your sales workflows

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.

Gain pipeline and
forecasting insights

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.

Ready to supercharge your opportunities with GetAccept?

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“Great support and effort from GetAccept team”

Lena Andersson, Sales Operations @ Unifaun

Feb 19, 2021

“We have just integrated GetAccept with our Salesforce and it's working great. Throughout our process, the team at GetAccept was there to guide us."

Meghan LaMountain, Sales Enablement @ CHEQ

April 19, 2021

“Sending deals made easy and professional”

Adne Buajore Sveberg, Manager of Customer Success @ Schibsted

Feb 5, 2021

"The GetAccept app provides our users with a user-friendly and easy way to send their contracts directly from Salesforce without having to go to the GetAccept web app. - It's great!"

Carl Nordefjall @ Tele2

Jan 18, 2021

“Speeds up the sales process”

Henning Gravnas, Application Manager @ SATS

Dec 20, 2020

“Perfect match”

Thomas Hovde, Sales Manager @ Schibsted

Dec 18, 2020

From the blog

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