Introducing the Freshsales – GetAccept Integration: Track And E-Sign Your Sales Documents Right Inside Freshsales
Accelerate and close more deals with real-time document tracking and secure e-signatures, right from within Freshsales CRM. With the Freshsales-GetAccept integration you can now share documents such as business proposals, quotes, presentations, or contracts, and get real-time notifications when your customers view, download, print, e-sign or even forward your sales documents, enabling you to nail the perfect timing with your follow-ups.
To get started with document tracking and e-signatures using Freshsales and GetAccept, you will have to install the extension from the Chrome Web Store.
With this integration you can,
Send sales documents from Freshsales CRM:
Upload and send sales documents such as pitch decks, proposals, NDAs, contracts, and more using GetAccept right from within your Freshsales CRM. Get a single-window view into all the documents that you have sent to a particular lead by viewing them under the ‘Related Documents’ tab.
Track your sales documents in real-time:
Use GetAccept’s Smart document tracking feature to receive real-time notifications about when a document has been opened, read, or even forwarded. Get detailed insights such as percentage of the document viewed, total time spent, total time per slide or page viewed, the visitors geographical location and what device they use to open the document.
Nail follow-ups with the perfect timing:
If you’re in sales, then timing is everything. Automatically create follow-up tasks in Freshsales after sending documents via GetAccept and follow-up with your prospects at the perfect time, engage better and hit your deals out of the park with the Freshsales-GetAccept integration.
Engage with your customers using videos:
Emails with video receive up to 3x more engagement. Create personalized video introductions and elevator pitches, make yourself stand out from the competition and wow your prospects.
Close more deals with secure e-signatures:
Go paperless and get faster, easier, and always available e-signing across platforms and devices. Use safe, secure, and legally valid e-signatures for documents such as sales proposals, purchase orders, invoices, NDAs, SLAs, due-diligence documents, contracts, and more.
Knowledge base: GetAccept Integration
The integration is available for all paid plans.
PS: We’re hosting a webinar on April 4, 2018 (10:00 AM PST) to help you understand how you can use Freshsales CRM and GetAccept to prevent prospects from entering the sales graveyard.
Sound ominous? Don’t fret, we’ve got you covered. Here are some of the key themes that will be discussed during the webinar.
- Why do 9 out of 10 deals not proceed today.
- Pitfalls of the modern sales process.
- How vendors can add unique value with limited opportunities.
- How to use Freshsales and GetAccept to increase engagement with prospects and close deals faster.
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