Keeping your Deal Rooms and contracts updated with the latest buyer data is key to creating a smooth, personalized sales experience. For many sales reps, that often involves extra steps and the nagging worry of outdated details creeping into your proposals and contracts.
You can now update GetAccept rooms with the latest product information directly from your Salesforce, Microsoft Dynamics, Hubspot, Pipedrive and Upsales CRM data with a single click.
This means your pricing tables will always reflect the freshest product names, descriptions, quantities, and prices, ensuring accuracy in your proposals and contracts.
Here's what you can do
- Update product details in one click: Now you can pull the freshest product names, descriptions, quantities, and prices directly from your CRM into your Deal Room and contracts with a simple click, even after you've shared the room.
- Keep everyone on the same page: Ensure your prospects always see the most accurate and up-to-date information about the products and services you're offering.
- Collaborate and negotiate with confidence: Have smoother, more productive conversations about the deal knowing that the product information you're both looking at is current.
- Eliminate data errors: Reduce the risk of mistakes caused by manually transferring or updating product information between systems.
Pro tip: Take your proposals to the next level! Leverage GetAccept's conditional content to display different sections in your contracts based on the specific product information pulled from your CRM.
This update is all about giving you back time and boosting your confidence throughout the sales process. By making it easier to synchronize your CRM product data with your GetAccept rooms, we're helping you create dynamic and accurate proposals in less time and with less effort.
For more information, check out this Help article.