Deal management software
Create consistency, clarity, and speed in your deal management process.
Manage and track all of your deals from a single platform. Work more efficiently by easily prioritizing, nurturing, and analyzing opportunities, so you can focus on closing more deals– faster.
What is a deal management software?
Deal management software gives buyer and seller one location for managing and streamlining the entire deal process.
From creating engaging sales documents to stakeholder management and gathering deal insights, you have everything you need to create a brilliant buying experience every single time.
Easily view and manage all deals in your pipeline, tracking the progress through each stage. Great for reps to see which deals are hot and cold. Perfect for managers to get an overview of rep activity.
Give shared access to deal content, in-room chat, and comments to all stakeholders. This ensures that everyone involved is aligned and able to contribute effectively and confidently to closing deals.
Create a seamless exchange between your CRM and our deal room management software. Auto-populate GetAccept deal rooms with data from your CRM and vice versa, allowing you to maintain a single source of truth.
Get real-time insights into how prospects engage with your proposals, identify new stakeholders when content is shared, and accelerate the sales cycle by taking immediate action.
Easily view and manage all deals in your pipeline, tracking the progress through each stage. Great for reps to see which deals are hot and cold. Perfect for managers to get an overview of rep activity.
Give shared access to deal content, in-room chat, and comments to all stakeholders. This ensures that everyone involved is aligned and able to contribute effectively and confidently to closing deals.
Create a seamless exchange between your CRM and our deal room management software. Auto-populate GetAccept deal rooms with data from your CRM and vice versa, allowing you to maintain a single source of truth.
Get real-time insights into how prospects engage with your proposals, identify new stakeholders when content is shared, and accelerate the sales cycle by taking immediate action.
Why should you use a deal management software?
Streamlined processes
Centralize content and communications, track progress, connect to your CRM, and automate tasks. All ensuring efficiency, speed, and scalability.
Improved collaboration
Real-time chat, in-document commenting, and mutual action plans make it easier for buyers and sellers to communicate and move deals forwards quicker.
Stakeholder management
Buying committees are growing. Deal management software helps you to identify new decision-makers, track interactions, and ensure transparent, centralized communication.
Customers using GetAccept for deal management
-
"This is a way for you to control the narrative. To make sure your reps are sticking to the process, adopting the principles you’ve set, and helping your customers to experience value instead of just product pitching."
Read more
How to implement deal management software
1. Define your objectives
Identify your goals for using deal management software so that you can make sure it aligns with your sales methodology and ideal sales process setup.
2. Set your reps up for success
Design content and sales process templates that your reps can tailor to perfectly fit each deal. This will create a repeatable, scalable deal management process.
3. Consider integrations needs
You can gain 360-degree control of your entire sales process if you integrate deal management software with your CRM.
4. Monitor and optimize
Monitor how actively your team is using the software. Regularly review engagement levels and provide additional training or support if necessary.
Frequently asked questions about deal management software
Take a look at some commonly asked questions about deal management software.
Deal management software enables sales teams to follow a consistent methodology, streamlining processes and ensuring more predictable outcomes.
By centralizing deal data, teams can track progress efficiently, identify bottlenecks, and prioritize high-value opportunities. This leads to better collaboration, improved forecasting, and repeatable success, ultimately helping teams close deals faster and with greater accuracy.
Sales teams that use deal management software also get to automate a significant part of the sales process like sending follow-up emails, tracking when a prospect views a proposal, scheduling meetings, and generating reports.
It’s just not sales reps that benefit from deal management software; buyers benefit, too. The buying experience is smoother, there’s more transparency and they can access all relevant documents and communications from one place.
Deal management software helps reps share updates, proposals, and documents from a single platform, which leads to better alignment between team members and prospects.
GetAccept connects seamlessly with your current systems through a range of APIs and integrations, such as CRM software, email platforms, and calendars.
Yes! With GetAccept, you can configure workflows, create custom fields, and generate reports tailored to your sales strategy. You can also adjust the stages in your sales pipeline to reflect your business’s specific needs.
At GetAccept, we prioritize the security of your deal and customer data. Our platform employs secure authentication processes and regularly updates its security features to safeguard your information.
GetAccept’s deal management software starts at £35 per month, per user. Sign up to a 14-day free trial to access the platform and experience the power of our Digital Sales Room.
We have dozens of free templates you can use, like our business proposal template, budget proposal template and sales quote template. Click here to access them for free.
Learn more about deal management software
Explore our deal management software
Deliver top buyer experiences with GetAccept’s #1 Digital Sales Room. Engage, collaborate, and close deals faster — all synced with your CRM.
Your guide to Deal Room software
Everything you need to know about Deal Room software, including: Use cases, key features, benefits, CRM integrations, and making the decision to buy.
Integrate with your CRM
Easily track and manage your customer relation performance with our CRM Integration Tools and Software. Fill out a form to start your free trial today!