.webp)
As the year wraps up, we’re excited to share the gifts we’ve built to make your Salesforce experience even better. This year, we focused on three key themes when developing new features:
- Bring real-time insights into Salesforce
- Manage and advance deals directly within Salesforce
- Boost team efficiency with automations and Agentforce AI
Let’s take a quick look at what we’ve delivered—and what’s coming next!
Theme 1: Bring real-time insights into Salesforce
Salesforce is the backbone of your customer information, but it lacks real-time buyer activities and insights into what makes a better buyer experience.
To have a 360-view into the buying-selling journey, we’ve been focusing on pushing GetAccept’s live tracking and actionable analytics into Salesforce in 2024, and here are some updates:
Overview of all rooms with a Mutual Action Plan
Have a list of all deal rooms with an active Mutual Action Plan within Salesforce. From there, you can quickly check the Action Plan's progress for a certain Opportunity, associated Deal Rooms, and which account it’s linked to.
Compare the action plan's progress with the Opportunity status stored within Salesforce to spot discrepancies. For example, an Opportunity may still be in the “Qualification” process in Salesforce while according to the Mutual Action Plan, this Opportunity is already in the negotiation stage. Double-check with your sales rep and ensure you have accurate, transparent information.
(Coming soon) Redesign the overview of GetAccept rooms and contracts
As we add more deal insights to Salesforce, the challenge is presenting them intuitively. This year, we’ve revamped the sendout flow and redesigned the deal room overview. Right now, we’re updating the contract analytics overview to ensure data, chats, and comments are presented clearly and beautifully.
Theme 2: Manage and advance deals directly within Salesforce
- Add collaborators to your rooms: Invite your subject matter experts to collaborate in your rooms and drive your deals forward together.
- Add Salesforce files to your rooms and track the number of times they are downloaded, both during the room creation process and after it is shared.
- Update merge tags and pricing tables from Salesforce to GetAccept rooms with one click.
(New!)Suggest the right templates by setting up Conditional Logic within Salesforce
As your company grows, managing a growing library of templates for different industries, company sizes, and products can become overwhelming. Sales reps may waste time searching for templates or risk using the wrong one, causing inefficiencies and delays. GetAccept’s Conditional Logic lets admins set rules in Salesforce to display only the right templates for your reps to select and share – making template management smarter, faster, and more scalable.
Theme 3: Boost team efficiency with automations and Agentforce AI
Salesforce Agentforce has been a big topic since Oct, but to make it efficient, you need one thing: accurate, accessible data.
GetAccept ensures you’ll have a complete set of data covering the entire buying-selling journey for Agentforce to act on by pushing real-time activity—engagements, chats, comments—directly into Salesforce. Check out this blog to learn more.
In addition to optimizing Agentforce, GetAccept offers powerful automations with 10 ready-to-use, pre-built flows. If you’re a Salesforce admin, sales manager, or RevOps professional, discover how these flows can streamline your sales process. For example, you can automatically manage stakeholders for seamless follow-ups or auto-create deal rooms based on specific scenarios.
Thank you for being part of our journey. Here’s to more innovation and success in 2025!
