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As your company grows, so does the number of templates the sales team needs. Managing a growing library of templates for various company sizes, industries, and product needs can quickly become overwhelming. Your sales team may spend more time searching for the right template or use the wrong one, leading to inefficiencies, errors, and delays.
With GetAccept’s Conditional Logic, admins and managers can set up certain rules within Salesforce to ensure the right templates are automatically shown to your reps based on specific conditions like deal stage, company size, industry, or selected products.
It’s a smarter, faster, and more scalable way to manage templates.
Why Conditional Logic is a Must-Have
Managing templates manually becomes a bottleneck as your team scales. With Conditional Logic, your team can:
- Increase productivity: Reps no longer waste time searching for the right template, instead, they can focus their time and energy on building relationships and selling.
- Reduce errors: Ensure only the correct templates are visible for your reps to use and share, eliminating the chances of using the wrong one and fixing it later.
- Scale faster: Make sure every rep follows the same, structured sales process as your company and sales team evolve.
Use Cases
GetAccept’s Conditional Logic is highly customizable so you can set up different logic to fit your business needs. Here are some examples of how you can use it:
Use case 1: Align templates with Opportunity Stages
If you're sending GetAccept rooms and contracts from the Opportunity object, you can set up conditions to present different templates based on each Opportunity stage.
For example, you can only display templates with pricing tables and signature fields for Opportunities in the "Proposal/Price Quote" stage to avoid reps selecting the wrong ones.
This eliminates the need for your reps to constantly switch back and forth to determine which template to use.
Use case 2: Suggest templates based on prospect industry/tier
Typically, you’ll need to showcase different customer success stories or metrics tailored to prospects in various industries. Instead of having reps manually add these elements, it’s more efficient to create targeted templates for each industry. The same applies to enterprise and SMB prospects.
With Conditional Logic, you can automatically suggest templates based on industry data from Salesforce or company size. This not only helps your reps start conversations with prospects more quickly but also ensures that buyers receive a personalized and targeted experience.
Use case 3: Display templates based on product or payment terms
As your company grows, your product offerings will expand as well. You may have specific products available only for enterprise prospects or have made separate templates for subscription products and service products.
In such cases, you can define product names or payment terms in the logic and specify which room or contract templates are associated with them.
How to set up Conditional Logic within Salesforce
You have to be a Salesforce admin or manager to set it up. Follow this help article for a step-by-step guide or reach out to your designated Customer Success Manager if you have any questions.
