- Why GetAccept?
GetAccept lives within SuperOffice CRM via a web panel on both the company and sales cards. This allows sales reps to build, send and track proposals, and accelerate deals with advanced sales engagement and eSignature features all without leaving SuperOffice. GetAccept’s add-on for SuperOffice creates a one-stop solution to increase sales velocity and close more deals.
Increase in buyer and customer engagement when sending documents and proposals with personalized videos
Shorter sales cycles when using electronic signatures
Increased hit rate to closed deal
Monitor how buyers interact with your documents in real-time in order to optimize the timing of your outreach and accelerate the sales process. Gain insight into the number of times a document is opened, the total time spent reviewing a document and breakdowns by page, and chat history. Receive live status updates on document engagement directly to your inbox, the GetAccept mobile app, or on your SuperOffice sales or company card. Leverage the integration to gain a comprehensive overview of all documents sent from SuperOffice.
Automatically build personalized proposals leveraging the data in your SuperOffice records and save time in the document creation process. Seamlessly embed CRM data right within your GetAccept Template using dynamic merge tags. Modify and update your proposals even after sending them. After making and saving your changes, any outdated proposals or quotes will expire automatically and your buyer will be sent a new version.
Build trust and rapport with buyers by recording and sending personalized videos to accompany your sales send-outs. Sales reps can record and send personalized videos directly from their SuperOffice environment or upload pre-recorded videos into the CRM. Schedule automated reminders or engage in real-time chat with your buyer when they are impressionable and engaging with your sent meeting summaries, proposals and contracts.
Uncover new stakeholders when your sales sendouts and proposals are forwarded to additional parties. Monitor the number of unique viewers who have interacted with your document and the total time spent by page. Gain insight into all the players involved in the decision-making process in order to optimize your sales process and forecasting.
Seamlessly close all deals with a legally-binding eSignature. Send any document for e-signature straight from our SuperOffice integration. Create signing sequences to support multiple signers and approvers and specify the signing order. When the digital signature on a sent contract is completed, the signed copy will automatically be pushed and stored on the corresponding SuperOffice customer card.
Craft and send branded proposals and documents straight from SuperOffice. Simply select and send any document already living within your SuperOffice instance, assemble a send out using existing templates and attachments, or create a custom template from scratch using GetAccept’s Editor tool. Build your send-out by weaving in dynamic video content with meeting summary notes, sales decks, pricing tables, and more. Store and access your sales templates and content in SuperOffice and work from a single platform. Reduce time on admin, and spend more time selling.
Sales Reps use GetAccept for SuperOffice to engage buyers in new ways, stand out from the competition, and ultimately close more deals. GetAccept for SuperOffice helps reps to easily craft compelling sales sendouts by combining assets like proposals, custom videos, case studies and meeting notes in a personalized and highly-interactive manner.
Boost the productivity of your sales team and reduce unnecessary sales administration by implementing sales processes and workflows directly in SuperOffice. Optimize pipeline management and forecasting, and gain insights into sales performance by tracking sent contracts and deal status. Help your reps engage buyers and shorten their sales cycles in a modern and personalized way.
Build and manage a library of company-approved, branded templates and content to arm your sales team. Remove and add content to ensure your sales collateral is always up to date and the correct material is sent out. Promote the distribution of new marketing-produced assets and track your sales team’s usage of these assets. Better understand which templates are and aren’t being used to help direct content creation and adoption for future assets.