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Enhance Sales Processes with GetAccept for Microsoft Dynamics 365

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.


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Empower Your Sales Team with GetAccept Proposal Software

Streamline Proposal Creation Process

GetAccept's proposal software is designed to streamline the proposal creation process, allowing your sales team to create deal-winning sales documents quickly. By using templates from the content library or customizing from scratch with the editor, reps can generate stunning, mobile-responsive contracts in minutes, reducing the time spent on proposal creation from hours to mere minutes. This efficiency enables your team to focus on engaging with buyers and closing deals effectively.

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Revolutionizing Digital Sales with GetAccept

Introducing GetAccept

GetAccept is a cutting-edge platform that is revolutionizing the way businesses handle their digital sales processes. With a focus on streamlining and optimizing the sales journey, GetAccept offers a wide range of solutions designed to enhance customer engagement, increase sales efficiency, and drive revenue growth.

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Elevate Your CRM Experience with GetAccept's Digital Sales Room Integration

Enhance CRM Functionality with GetAccept

GetAccept offers a seamless integration with your CRM system, providing a comprehensive 360-degree view of your buying-selling journey. By combining buyer insights from GetAccept Digital Sales Rooms with your CRM data, you can gain valuable insights and improve sales performance. With features like merge tags, 2-way sync, and dynamic quoting capabilities, GetAccept streamlines your sales process, reduces manual work, and enhances CRM adoption among sales reps.

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Enhancing Sales Workflows: A Deep Dive into GetAccept for Account Executives

Unlocking Sales Workflow Potential with GetAccept's Digital Sales Room

GetAccept for Account Executives offers a cutting-edge Digital Sales Room, revolutionizing the way sales professionals engage with their customers. This innovative solution empowers account executives to curate bespoke buyer experiences, elevating the sales process to new heights of personalization and efficiency. By leveraging the Digital Sales Room, account executives can create interactive, multimedia-rich presentations that resonate with clients on a deeper level. From dynamic pitch decks to immersive product demos, the Digital Sales Room equips account executives with the tools they need to captivate prospects and secure deals.

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Revolutionizing Sales Strategies with GetAccept

On the Record Sales Podcast

GetAccept offers a unique platform for sales professionals through its podcast, On the Record. This podcast provides actionable sales strategies directly from industry experts. Each episode features a sales leader addressing a significant challenge and the solutions that led to successful outcomes. Listeners gain insights from real stories that offer practical takeaways for immediate implementation.

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