GetAccept + Salesforce

Unleash the power of GetAccept without leaving Salesforce. Close deals faster and increase your win rate by leveraging a sales engagement toolbox right from your CRM.

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.

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Increased engagement when using personalized videos

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Shorter sales cycles when using electronic signatures

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Increased hit rate to 

closed deal

personalise sales

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.

actionable insights

Actionable insights and analytics

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.

secured esignatures

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.

all-in content

All-in-one content creation

Create compelling sales proposal templates. Auto-populate Salesforce data into GetAccept templates before ultimately sending out those sales assets from their Salesforce environment. We support the fetching of data from the primary, parent and child objects.

automate sales

Automate your sales workflows

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.

understand pipeline

Understand your true pipeline

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.

Would you like to see our Salesforce Integration?

GetAccept is with you all the way! Understanding where you are in your digital transformation is the first step. Contact us to book a demo and we will find a solution together!

g2 stars 5

“Great support and effort from GetAccept team”

Lena Andersson, Sales Operations @ Unifaun

Feb 19, 2021

g2 stars 5

“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

g2 stars 5

“Sending deals made easy and professional”

Adne Buajore Sveberg, Manager of Customer Success @ Schibsted

Feb 5, 2021

g2 stars 5

"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

g2 stars 5

“Speeds up the sales process”

Henning Gravnas, Application Manager @ SATS

Dec 20, 2020

g2 stars 5

“Perfect match”

Thomas Hovde, Sales Manager @ Schibsted

Dec 18, 2020

GetAccpet g2 badges

From the blog

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Ready to give it a go?