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GetAccept (ISV) Presentation
Digital sales room, document generation,
and eSignature solution for sales reps
1. GetAccept - Who we are?
2. Buyer themes and challenges
3. Customer solutions
4. Where we fit in the market
5. Sales user demo
6. Administrative user demo
7. Quizz
Agenda
About GetAccept
Sales reps struggle to build
relationships online
The best buyer experience wins
Sales reps spend less than 36%
of their time selling*
Sales reps struggle to deliver
a good buying experience
as B2B sales move online
Source: Forbes. (2018) Why Sales Reps Spend Less Than 36% Of Time Selling (And Less Than 18% In CRM)*
A digital sales room is a centralized
location or microsite where buyers
and sellers can collaborate and
share content that is relevant to the
deal cycle.
”
”
Our Product - The Digital Sales Room
The most common use case is for late-stage opportunities within the
proposal generation and eSigning phase.
GetAccept Digital Sales Room - from Opportunity to Customer
SQL
Document tracking
& analytics
Video
messaging
Proposal generation,
approvals, &
eSignature
Contract
Management
Sales collateral
management
Live chat
Follow-up
automation
GetAccept in the sales process
CUSTOMER
LEAD
Marketing &
Prospecting Finance &
Administration
Through
Onboarding
& Renewal
QBR
Renewal Contracts
Digitalization 3.0
40% Increase in signed proposals when using
GetAccept versus traditional eSigning tools
~40%
Increase signing conversion
GetAccept is the #1 Digital Sales Room Leader on G2 and is a
leader in the Proposal and Contract Management Categories
Digital Sales
Room
Proposal
Software
Contract
Management
G2 Digital Sales Room Category Page
GetAccept at a glance
Developed
in-house
Native SFDC
Integration
Cross-
Industry
Revenue
Teams
● CPQ complement
● eSignature
● Dynamic templates
● Content aggregation
● High-tech, professional
services
Main Use Cases
What are all the things a user
can do with GetAccept from
within Salesforce?
SMART
REMINDERS
E-SIGNATURE
CONTRACT
MANAGEMENT
SALES CONTENT
HUB
AUTOMATED
FLOWS
PROPOSAL/QUOTE
GENERATION
VIDEO
LIVE CHAT
ENGAGEMENT
TRACKING
Common themes met by buyers today
● Operational efficiency
→ Increase output per person
→ Reduce manual work
● Proposals + eSigning considered administrative necessities
● Salesforce at the center of the technological ecosystem
+ Robust, flexible integrations
● Data integrity, reporting, automations
CUSTOMER NEEDS
Digital sales transformation
Dynamic proposals & eSigning
Improved opportunity conversion
Operational efficiency and flexibility
Use cases
● Better buying experience with the Digital Sales Room
A digital space between buyer and seller to share content, collaborate and negotiate on your business dialogues.
● Automation
GetAccept together with Salesforce flowbuilder helping users simplifying complex work tasks to reduce admin time and speed up the
sales process.
● Salesforce Quotes/CPQ + eSigning
With GetAccept pricing table, automatically fetch product data from Salesforce and create custom & branded quotes
Send any document from the integration using legally binding electronic signatures that will give you x8 faster signing process
● Content Management
Assemble and auto-populate your content using Salesforce data
● Improved forecasting
Enhance your Salesforce reports and dashboard by using trusted GetAccept data and analytics
● Close deals faster
With sales on autopilot using automatic reminders, real-time notification and
● Personalise
Utilizing the built in chat and video feature to always give a personalised message
Product demonstration
Sales user workflow
Admin user features
Your GetAccept points of contact
● guillaume.de.lapasse@getaccept.com
● Tarek.Elghawaby@getaccept.com
Add us on Linkedin!
Let’s stay in touch!
Sales enablement, e-signature, closing & automations dans Salesforce

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Sales enablement, e-signature, closing & automations dans Salesforce

  • 1. GetAccept (ISV) Presentation Digital sales room, document generation, and eSignature solution for sales reps
  • 2. 1. GetAccept - Who we are? 2. Buyer themes and challenges 3. Customer solutions 4. Where we fit in the market 5. Sales user demo 6. Administrative user demo 7. Quizz Agenda
  • 4. Sales reps struggle to build relationships online The best buyer experience wins Sales reps spend less than 36% of their time selling* Sales reps struggle to deliver a good buying experience as B2B sales move online Source: Forbes. (2018) Why Sales Reps Spend Less Than 36% Of Time Selling (And Less Than 18% In CRM)*
  • 5. A digital sales room is a centralized location or microsite where buyers and sellers can collaborate and share content that is relevant to the deal cycle. ” ” Our Product - The Digital Sales Room The most common use case is for late-stage opportunities within the proposal generation and eSigning phase.
  • 6. GetAccept Digital Sales Room - from Opportunity to Customer SQL Document tracking & analytics Video messaging Proposal generation, approvals, & eSignature Contract Management Sales collateral management Live chat Follow-up automation GetAccept in the sales process CUSTOMER LEAD Marketing & Prospecting Finance & Administration Through Onboarding & Renewal QBR Renewal Contracts
  • 7. Digitalization 3.0 40% Increase in signed proposals when using GetAccept versus traditional eSigning tools ~40% Increase signing conversion
  • 8. GetAccept is the #1 Digital Sales Room Leader on G2 and is a leader in the Proposal and Contract Management Categories Digital Sales Room Proposal Software Contract Management G2 Digital Sales Room Category Page
  • 9. GetAccept at a glance Developed in-house Native SFDC Integration Cross- Industry Revenue Teams ● CPQ complement ● eSignature ● Dynamic templates ● Content aggregation ● High-tech, professional services Main Use Cases
  • 10. What are all the things a user can do with GetAccept from within Salesforce?
  • 12. Common themes met by buyers today ● Operational efficiency → Increase output per person → Reduce manual work ● Proposals + eSigning considered administrative necessities ● Salesforce at the center of the technological ecosystem + Robust, flexible integrations ● Data integrity, reporting, automations
  • 13. CUSTOMER NEEDS Digital sales transformation Dynamic proposals & eSigning Improved opportunity conversion Operational efficiency and flexibility
  • 14. Use cases ● Better buying experience with the Digital Sales Room A digital space between buyer and seller to share content, collaborate and negotiate on your business dialogues. ● Automation GetAccept together with Salesforce flowbuilder helping users simplifying complex work tasks to reduce admin time and speed up the sales process. ● Salesforce Quotes/CPQ + eSigning With GetAccept pricing table, automatically fetch product data from Salesforce and create custom & branded quotes Send any document from the integration using legally binding electronic signatures that will give you x8 faster signing process ● Content Management Assemble and auto-populate your content using Salesforce data ● Improved forecasting Enhance your Salesforce reports and dashboard by using trusted GetAccept data and analytics ● Close deals faster With sales on autopilot using automatic reminders, real-time notification and ● Personalise Utilizing the built in chat and video feature to always give a personalised message
  • 15. Product demonstration Sales user workflow Admin user features
  • 16. Your GetAccept points of contact ● guillaume.de.lapasse@getaccept.com ● Tarek.Elghawaby@getaccept.com Add us on Linkedin! Let’s stay in touch!