Digital Sales Room for Account Executives

GetAccept’s digital sales room makes it easy to curate a high-quality buyer experience uniquely tailored to your customer. You’ll wonder how you ever closed a deal without it.

How to use a Digital Sales Room in 5 easy steps

Create
Update
Engage
Track
Close

Create a living, digital room and share it with your customers via email or live link.

Start with an introduction to your company or a pre-meeting agenda, then update the content throughout the sales process.

Add engagement features like a personalized video introduction, links to customer reviews, and live chat interactions.

Get notified with our mobile app and by email when the customer interacts with your digital room –they’ve opened your documents, watched your videos, shared it with others, or asked a question in the chat.

Answer your customer’s questions in real-time via live chat accessed through our app before collecting a secure eSignature.

How to use a Digital Sales Room in 5 easy steps

Create a living, digital room and share it with your customers via email or live link.

Create

Start with an introduction to your company or a pre-meeting agenda, then update the content throughout the sales process.

Update

Add engagement features like a personalized video introduction, links to customer reviews, and live chat interactions.

Engage

Get notified with our mobile app and by email when the customer interacts with your digital room –they’ve opened your documents, watched your videos, shared it with others, or asked a question in the chat.

Track

Answer your customer’s questions in real-time via live chat accessed through our app before collecting a secure eSignature.

Close

Benefits of Digital Sales Room

Better buyer experience

Buyer journeys are complicated enough. Use a Digital Sales Room from discovery to closed deal to create engaging and personal buyer experiences in a virtual environment.

Reduced admin time

Stop toggling between tabs and tech tools. A Digital Sales Room integrates with your tech stack to automate key parts of the sales process, such as follow-ups, expiration reminders, and data transfers.

Easy content management

A living space for storing all sales resources. Easily locate, create, customize, and engage with content as you move through the sales process. No need to download, edit, or re-upload content for each client.

Why use a Digital Sales Room?

As an Account Executive, you should spend your time building solutions and relationships with your buyers, but how you present and manage content and communications is equally important.

Spend less time on day-to-day admin tasks, such as editing PDF contracts, locating content in email threads or archives, and manually inputting CRM data.With a digital sales room, you can spend more time on your solution building and client engagement activities.

  •  Richard Smith - Licensing Director

    “Other suppliers within the same space did not give us the care, attention, and consultation that GetAccept were able to. You guys did absolutely everything, and the relationship was awesome.”

    Richard Smith Licensing Director, Digital Theatre

  •  Christopher Maricle - Executive Director

    “GetAccept will be like your first smartphone. The solution that you didn't know you needed."

    Christopher Maricle Executive Director, Head Start California

  •  David McClean - Managing Partner

    "GetAccept has helped us gain better insight into how long and who within a company is reviewing our proposal. GetAccept has given us the power to know where to focus in the sales cycle"

    David McClean Managing Partner, SDR Systems Group

  •  Meghan LaMountain  - Global Sales Enablement Manager

    "Throughout our process, including a lot of customizations, the team at GetAccept was there to guide us and really went above and beyond to get us up and running."

    Meghan LaMountain Global Sales Enablement Manager, Cheq

  •  Germain Brion - SVP Corporate Strategy

    "We were looking for a solution to allow us to use videos to engage prospects, send trackable sales materials, forward proposals, and gather signatures on contracts - all within our CRM. GetAccept was the answer."

    Germain Brion SVP Corporate Strategy, Chargebee

FAQ

A digital sales room is a centralized, secured space where sellers and buyers can collaborate, negotiate and access personalized content throughout the sales cycle.

Do you want to create the best buyer experience? Are your deal processes longer, strategic, and involve multiple internal and external stakeholders? Then yes! These types of businesses can benefit from using a Digital Sales Room to accelerate sales and improve customer relationships.

Our digital sales room platform offers deal and pipeline insights, online and offline sales collateral, personalized videos, CPQ, real-time chat, screen recorder, forms, reminder systems, and seamless integrations in a collaborative, shared space.

Right before the first discovery meeting and throughout the customer lifecycle from onboarding to renewal. Your CSMs are impacting revenue, too! Ensure retention and improve the customer experience by nurturing and continually adding value for the entire lifecycle of a customer. You can upload content like a welcome video, pre-meeting agenda, and relevant case studies and share them with your prospects.

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Streamline your sales process!