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…
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SalesStreamliner
Score 8.3 out of 10
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SalesStreamliner is the Channel Partner Portal to manage leads, quotes, orders, payments, pipelines and results from one stand alone system from any location.
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.
Streamliner is easy to integrate into a start-up as things are constantly changing and we are always in need of new solutions. The client data is easy to store without manually creating quotes and pipelining sales, however with bigger data comes bugs and snags and the streamliner is slow at times to update and configure.
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.
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.
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.
To increase in the productivity requires lots of task from manual to automate the process which requires lots of potential and pricing.But by choosing this it became value for money task as compared to any other platform with this certain package it is sufficient and ease of use to implement the same.