GetAccept is a software platform designed for sales professionals which facilitates deal design, orchestration and closure. Sales management and marketing teams are able to create automated deal workflows on behalf of sales representatives; combining video, live chat, collateral, canned emails and reminder messaging to nurture prospects through pre-nominated sales stages. Sales representatives are then able to further personalize these templates prior to use by adding personal anecdotes…
N/A
HubSpot CRM
Score 8.4 out of 10
N/A
HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. Through harnessing the power of carefully crafted sales, marketing, customer service, content management, and operations tools, the software aims to make it easy to unify team strategy and drive conversion. Additionally, the software allows users to connect with over 875 integration apps, APIs, and solutions partners to create a customizable user experience that suits the way teams work.…
Both have their own merits and demerits. GetAccept helps us securely sign documents which is very useful as compared to the others. It is suited for us as we work with a lot of proposals that are issued frequently. We selected GetAccept because of their humanized sales …
HubSpot is an entire CRM platform that has the capability to send agreements with their quotes feature. GetAccept is online, a software for signing and sending contracts and a great one at that. I'd say there's no need to pick one or the other - pick both. They have an …
DocuSign provides the same level of functionality as GetAccept, but with a smaller, more attentive customer service team. Due to their size, I believe GetAccept can pivot quicker and configure themselves more easily to fit our organization's individual needs. DocuSign is …
Pipedrive was a little bit lacking and it was very simplistic as a starter package for someone who wants something other than a spreadsheet to get started. I remember features like making you have to set an additional task when you complete one, but that's not always the way …
GetAccept has shown great progress in the digital electronic signature market, we have had almost no problems since adopting it, although at some point we thought about stopping using the GetAccept server. It is very practical for both the client and the advisor using it. It has a very intuitive interface and the management is amazing.
I can't really think of any scenarios or anything where HubSpot is is not appropriate but some areas that HubSpot is well suited like I previously stated is definitely the social media scheduling. Prior to HubSpot I would have to log on to each social account and upload status', images, videos separately and set posting times live whereas now I have control of all of our social channels and can schedule out posts for our most optimal posting days and hours. I also really love the automated workflows, it feels like I don't have to do anything and the CRM is making updates and sending things out to prospects/clients to our liking 24/7 whenever it is most appropriate. It's also really well suited for data tracking whether its my marketing team benefiting or our sales team and managers able to track calls. I know the sales team loves how well organized and grouped their lists and contacts are as it makes it easier for them to communicate within their general sector of the business
The ability to forward agreements along with a video of me describing the agreements. It makes it more personalized and it's always well received by the recipient.
You can track in real time when a document has been viewed and for how long.
You can always reference the history of each client agreement. Easy access.
Personalized email campaigns: It helps to create highly effective personalized emails with its wonderful content tokens.
Scheduling of meetings: It eliminates the bottlenecks in the process of meeting schedule with its amazing integrating capabilities with other calendar tools like Google calendar. It also ensures the automatic reminders of meetings to the participants of meeting.
Automation for follow-up : With its feature called "sequences", follow-up emails made easy.
A lot of my companies have one URL for a ton of branches and each branch has their own name and location so I have to manually enter all the information because they all have the same URL so I can't easily use an Excel file to import those contacts so a faster solution to this would be appreciated
Making Corporate and branch associations is very tedious, it would be nice if the companies that all share the same url would automatically associate with the corporate company so I didn't have to manually do it
I would like to not see all the extra feature tabs in my layout because I am not using them so it would be nice to be able to turn them off (even the ones that are in my plan that I don't use, it would be nice to turn them off)
To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.
It is a very intuitive tool that can be used without much training or preparation. You can easily search for what you want and quickly check the information of interest. The system works without any problems; there are no crashes or glitches that could affect daily work. Compared to the systems I've worked on, this one appealed to me the most.
The Customer Support team was responsive. I typically submitted questions while I was using the app and via the web. The FAQ support base was alright. I cannot recall a time when I used that as opposed to connecting with a rep. I believe all communication was via email. Dalius was great at soliciting feedback. I particularly valued him offering support for best practices as it related to more strategic ways to use GetAccept.
Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.
If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate
Ease of use is very user-friendly in order to work on any task. It has the maximum features as compared to its competitors which are a quite useful and enhanced program that enables in order to do the CRM easy. Also, it provides particular support to the problems which we faced and resolve them asap.
HubSpot is different as it allows us to see all deals as we wanted to compare to others as other apps don't have those features Hubspot has to view deals in different views and make it according to your pipelines the way you want to see the deals and data track the daily reports very easily and review our own performance for the day to grow more.
HubSpot is great for tracking deals - we use the deal pipeline to understand the part of the lifecycle that each and every deal is currently in. It also provides good historical information.
The contacts section is great for storing and managing engaged users for our mailing list. We utilise this feature with the free version.
The customisable dashboard is a great feature that enables you to keep the most important information on the home screen at log-in
