"Bringing tech, data, and AI together under one customer relationship management (CRM) platform — all enabled by gen AI — can transform customer experience and turbocharge employee productivity."
of businesses are set to spend their revenue budget on sales tools and tech in 2024.
Gain a 360-degree view of your sales journey
Your CRM is the fount of all buyer information. And that's great. But what's missing is crucial insights into buyer behaviour such as document interactions, stakeholder involvement, and potential roadblocks.
To achieve this full 360-degree view of your sales journey that will enable you to make more effective decisions, it's vital to look beyond internal CRM activities and integrate external buyer insights. And GetAccept's Deal Room provides this by giving you:
- The ability to track whether, and how, buyer's are interacting with your sales documents.
- An understanding of whether the buyer's actual engagement is matching the progress status of the deal in your CRM.
- Insights into which parts of your collateral buyers are spending most time on. This can help you to understand what questions a buyer might have or where the roadblocks are for them.
- An insight into additional stakeholders who are involved in a deal. E.g. Has your lead forwarded content? And if so, to who?
MAPs 🤝 CRM for increased performance transparency and forecasting accuracy
It can be tricky for revenue leaders to have full transparency in sales performance and achieve accuracy in pipeline forecasting.
This can be the result of a few factors, but can include issues like discrepancies between the CRM deal stage and what's actually happening in a deal. Or reps simply forgetting to update records at key milestones.
The good news is that a lot of this can be solved by integrating Deal Room software into your CRM and embracing the enhanced power of mutual action plans:
- GetAccept mutual action plans become even more valuable when they are linked to your CRM. You get an overview of all active MAPs, and have access to data like milestones, tasks, completion rate, deadlines, and task owners.
- You can easily set up automations to update the deal stage in your CRM based on the completion of certain milestones in the MAP.
- You'll get real-time notifications within the CRM any time that a MAP is updated. This will keep you up-to-date with what's happening in every deal.
- You can more accurately forecast your pipeline because you'll have a clearer idea of how many deals are in their final stages.
- Thanks to the overview of all MAPs and their completion rate, you'll have a better understanding of how deals are progressing. This will let you act proactively on potential roadblocks. For example, if you can see that a lot of deals are getting stuck on Milestone 3, you'll know that your team might need some coaching in this area.
"We use GetAccept within our existing Salesforce environment to streamline the sales cycles without adding extra admin work for account executives."
