Streamline Sales Document Management
GetAccept offers a seamless integration with Microsoft Dynamics 365, allowing you to create, share, and e-sign sales documents directly within the CRM platform. This integration provides a full-service solution that is designed to shorten deal cycles and boost win rates. With the GetAccept integration, you can streamline your sales process by storing all documents in one place and easily personalizing them before sharing with recipients. This means you no longer have to juggle through multiple platforms to find the documents you need, making your workflow more efficient.
Automate Quote Generation
One of the key features offered by GetAccept is the Pricing Table tool, which automates the process of pushing Product Line items from Microsoft Dynamics 365 to your quotes. This automation makes sending out quotes faster, easier, and more aligned with your company's branding. Your quotes will be responsive, allowing buyers to sign them from any device. This feature not only saves time but also enhances the overall buying experience for your customers.
Engage Buyers with Personalized Videos
With GetAccept, you can record personalized videos within Microsoft Dynamics 365 or upload pre-recorded ones to accompany your sales proposals. By incorporating videos into your sales strategy, you can build trust with buyers and differentiate yourself from competitors. Moreover, you can make changes to proposals on-the-fly and implement agreed-upon modifications quickly, even after sending them out. This real-time collaboration ensures that all stakeholders stay engaged and informed throughout the buying process.
Track Engagement and Optimize Outreach
GetAccept enables you to monitor document engagement in real-time, providing valuable insights into buyer behavior. By tracking opens, popular pages, and document forwarding, you can identify key stakeholders and optimize your outreach strategy. The platform also offers live updates via email, mobile app, or Microsoft Dynamics 365 timeline, ensuring that you never miss important developments in your deals.
Facilitate E-Signatures and Deal Closure
Closing deals is made easier with GetAccept's one-click, legally binding e-signature feature directly within Microsoft Dynamics 365. Once the document is signed, it automatically returns to your CRM for secure storage. This streamlined e-signature process enhances efficiency and accelerates deal closure, allowing you to focus on closing more deals and driving business growth.