Sales templates for Account Executives
Input vs. output to keep the deal moving: Attend to all prospects quickly by sending easily accessible, organization-wide sales content and proactively find out who the serious buyers are so that you know who to engage with and how.
How to use sales templates in 4 easy steps
Create a document and choose which type, between sales, presentation, HR, and other.
Choose “Use Template” and look for the template of your choice in the search bar or in the relevant folder. If your sales ops or manager has not created any templates for you to use, click the “Template Library” button and choose a pre-made template to upload.
After choosing the template you want, start finetuning and personalizing it with relevant details for your prospect.
Add your customer as a recipient, and voila, your sales template is ready to be delivered!
How to use sales templates in 4 easy steps
Create a document and choose which type, between sales, presentation, HR, and other.
Choose “Use Template” and look for the template of your choice in the search bar or in the relevant folder. If your sales ops or manager has not created any templates for you to use, click the “Template Library” button and choose a pre-made template to upload.
After choosing the template you want, start finetuning and personalizing it with relevant details for your prospect.
Add your customer as a recipient, and voila, your sales template is ready to be delivered!
Why use sales templates?
Quickly reach out to buyers at every step of the sales process to keep the deal moving forward, with the right content.
Whether using it in our platform or via your CRM, templates are only a click away to help you move your buyers closer to the finish line. Beautifully branded templates enhanced with video and live chat to help you hit quota.
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GetAccept will be like your first smartphone. You won’t know how you lived without it.
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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.
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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 Freshsales CRM. GetAccept was the answer.
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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.
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You guys did absolutely everything, and the relationship was awesome. Other suppliers within the same space did not give us the care, attention, and consultation that GetAccept were able to.
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