Marketing and Sales Tools Product Review- GetAccept - ToOLOwl
Wednesday , October 17 2018

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Marketing and Sales Tools Product Review- GetAccept

Marketing-and-sales tools-product- review-GetAccept

You can see Top 10 Marketing and Sales Tools for Small and Medium Businesses and Top 3 Marketing and Sales Tools for Small and Medium Businesses to look into details

Managing the marketing and sales process has become comfortable as the technology took over in the Business arena. Some tools offer marketing and sales services to the business. One such tool is, GetAccept. This platform allows you to create business deals, get documents signed and share them, manage and market your deals, close transactions, and do many more with your business. GetAccept uses a simple interface and updated technology to automate your marketing and sales process.

Editions and Pricing

The pricing details of the product are under:

Solo Free
Pro $35 per user per month
Enterprise Contact vendors for this plan

Capabilities and Supporting Set of Features

getaccept-theoverviewsectionThe Overview Section
This is the dashboard GetAccept provides you when you log into the application. This a place which offers a quick view of the overall activities of the product. You are offered direct access to all features of the app. This section displays details such as:

  • Active Deal
  • Hot Deal
  • Valley of Death
  • Expired
  • Won Deals
  • Hit Rate, and
  • Average Deal Time

getaccept-dealboardThe Dealboard
This section of the application maintains all your deals and documents. This is probably your place to work with follow-ups and have an overview of all your transactions. You can send your fist document right from this place.

For this, all you need to do is to click on the “New Document” button in the top right corner of the dashboard. Then choose the document type, Sales is preferred when there is a deal value or if you want someone to sign a contract. The application allows you to send any kind of document that you wish to send, track it, and esign it. The dealboard shows all the record with their respective status and details, such as:

  • Created
  • Sent
  • Viewed
  • Reviewed, and
  • Signed

You also get options for documents to create a new version or delete them.

getaccept-thedocumentsectionThe Document Section
As the name suggests, the document section contains all the details about every document created using the application. This section involves details such as:

  • Name/ Company
  • Recipient
  • Created Date
  • Owner
  • Status, and
  • Value

GetAccept uses advanced filters to pull out documents. These filters are:

  • Archive
  • Draft
  • Sent
  • Reviewed
  • Signed
  • Expired
  • Rejected, and
  • Deleted

getaccept-the-archivesectionThe Archive Section
You can use the archive section to upload and organize all important documents in one place. The simple interface lets you create folders and drag and drop documents to move them. This way you can keep your documents safe right inside this amazing tool.

getaccept-getreportsGet Reports
The report section generates general monthly reports about your marketing activities. This section covers details such as:

  • Won deals
  • Hit Rate
  • Average Time to Close A Deal
  • Deals Closed
  • Sales Value
  • Sent documents
  • Sent Value
  • Expired Documents
  • Signed Documents
  • Signed Value, and
  • Lost Document

The manager reports include:

  • Hit Rate Insights, and
  • Activity Reports

getaccept-contectsThe Contacts Section
The contacts section maintains a log of all your contacts with details such as:

  • Name
  • Email address
  • Company, and
  • Documents

This section is further divided into Active and Inactive Contacts to let you quickly access the contact details you need.

Mobile Accessibility

The product is available on mobile devices such as tablets and smartphones and across platforms such as Android and iOS.

Integration

GetAccept integrates with some external platforms such as:

  • Google Analytics
  • Google Adwords
  • Facebook
  • Stripe
  • Recurly
  • Perfect Audience
  • AdRoil
  • HubSpot
  • Marketo
  • Apsis Lead Tracking
  • Salesforce Pardot
  • io CRM
  • Zapier
  • Instant Phone Call
  • Custom Conversation Script
  • Salesforce
  • Google Drive Sync
  • Email Document Import

Support

The application offers strong support for all its users including:

  • Phone
  • Email
  • Interactive Guides
  • Online Live Chat, and
  • A small product tour for the beginners

Pros and Cons of GetAccept

Pros

  • Powerful and intuitive application.
  • Some external integrations make the work smooth.

Cons

The product has found to be a perfect partner for marketing and sales. For now, GetAccept has no user complains being smart, smooth and straightforward to use.

Differentiator

The application works with you being your perfect marketing partner and holding all your details.
The Profile section covers a lot of details such as –

  • Document Settings
  • Sendings
  • Reminders
  • Notifications
  • Entity Information
  • Users
  • Teams
  • Integrations
  • Branding
  • Webhooks
  • Security
  • Subscription Plans, etc.

For more details, please visit the GetAccept website.

About ToOLOwl

I am ToOLOwl. I have few friends in my nest; whenever someone requests a tool’s review or I pick a one out of my interest, someone in the nest does research on the tool, someone takes a tool’s walkthrough and some of them share their experiences and expert advice. Based on all; I give it a  stereoscopic vision and present important insights for you to go through and ease your selection process for tools. Wish you Happy reading, Easy choosing.

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