5 Types Of Sales Tools You Need For The Closing Stage

Posted on May 24, 2017 by Mathias Thulin tagged sales tools

Ten years ago, as a sales professional, your CRM would probably be the only sales tool you used. However today, with all the technological advances, there is a plethora of tools out there for every stage of the sales cycle.

By definition, whenever your lead is qualified as an SQL (Sales Qualified Lead), the closing stage begins. That's when you build your proposal, send it to your potential customer and hopefully get it signed and close the deal. But do you know which sales tools you should be using at the closing stage to shorten your sales cycle and increase your win rate? Although most of the solutions out in the market try to provide functionality in more than one category, each one of them is strong in one main category.

1- Pipeline Management Tools

Not every CRM software is the same; some purely focus on contact management, some has additional features like lead generation. However, to manage your closing stage better, especially for industries where you have longer sales cycles, your CRM has to provide a great pipeline management functionality, where you can visually track and manage your deals through your sales funnel. Make sure you are using the right CRM!

2- Proposal Management Tools

As part of your sales process, if you typically send sales collateral like proposals, quotes, presentations, etc. you definitely want prepare and manage them in a simple and effective way. And proposal management tools help you save time by using document templates and managing your sales documents in a content library. 

3- Email Tracking Tools

Email tracking tools help you track what your potential customers do with the sales emails they receive from you. Whether they contain sales documents or not, if sending sales emails both at the earlier and later stages of the sales cycle is at the core of your sales process, you better have a standalone email tracking software. However today, most of the pipeline management tools provide basic email tracking functionality.

4- Document Tracking Tools

If your main concern in your sales process is how your potential customers engage with your sales documents, especially large files like brochures and catalogues, you probably need a document tracking software, rather than an email tracking software. Similar to proposal management tools, document tracking solutions offer content library management, however they are focused more on how those documents are presented to the customer and how the customer engages with these documents. For instance, the best tools in the market might even help you understand whether the customers forward the document to other stakeholders or not.

5- Electronic Signature Tools

Your deals are not closed until you get a signature on them! If your sales process is designed in a way that you can get your contracts signed digitally, without the need of a physical contact, you definitely will need an electronic signature solution. When you work with e-signatures, make sure that you don’t complicate things and create any unnecessary workflows. Today, with modern tools, a contract can be signed with just a click and be legally binding.

Now you know the major types of sales tools for the closing stage, you must have a better understanding of which ones you will need to improve your sales processes and close more deals. But do you really need 3-5 different sales tools to manage your whole sales process? Definitely not! Here at GetAccept we offer a well-rounded all-in-one sales automation software that provides all of these features in one product, seamlessly integrated to your CRM. Book a demo now and let us help you accelerate your sales process today!

Updates: Simplified document workflow, attachments and video reminders

Posted on May 23, 2017 by Samir Smajic tagged Release

We are excited to release some amazing features and updates for GetAccept. A facelift of the document workflow, video reminders and attachments are just some of the new things you will experience.

Populate Document Through WebMerge and Send them with GetAccept

Posted on May 23, 2017 by Samir Smajic tagged integration, tagged Release

With WebMerge, you can automatically generate customized sales documents like proposals, quotes, contracts, and more with the click of a button.  Send that through GetAccept and you have a fully automized document workflow from start to eSigned contract.

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Posted on May 10, 2017 by Samir Smajic tagged live chat

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How To Boost Your Sales Process With Sales Tracking Software

Posted on April 12, 2017 by Carl Carell tagged sales tracking software

When you operate a sales team, you need to have a method in which you can track sales. Perhaps the best solution is the usage of sales tracking software such as GetAccept. This will allow you to watch your sales process and ensure that clients are followed up with in a timely manner.

3 Proven Ways to Shorten Your Sales Cycle Remarkably

Posted on April 05, 2017 by Samir Smajic tagged sales cycle

Before you can move ahead with a sale, you will require the signature of the buyer. The problem is that many of these buyers may take a while to sign off on the sales proposal, elongating the sales cycle. This can cause all sorts of issues including:

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Posted on March 29, 2017 by Mathias Thulin tagged sales revenue

Your job as a sales manager is to boost sales revenue. While doing this, you must ensure that the techniques that you utilize do not eat into company profits too much. It is, therefore, important that you focus on reducing overheads related to sales. While there are several different methods that you can utilize, perhaps the most effective is sales automation software.

eSigning is a Fad...

Posted on January 26, 2017 by Anders Holmberg


5 reasons NOT to use eSigning 

So, you’re thinking about going digital with your proposal and signing-process? Think again, there are many hurdles to overcome. Here’s my personal top-5 on why you should stick with pen and paper (and maybe even the trusted Fax-machine).

How to Improve Your Social Selling Strategy to Personalize Outreach

Posted on December 23, 2016 by Samir Smajic tagged social selling

In an age of automation where content can be scheduled, automated, and distribution across as many social networks as exist, it’s easy to lose sight of the most important reality:

Want to Make Your Sales Enablement Tools Rock in 2017? Don't Do These 3 Things

Posted on December 23, 2016 by Mathias Thulin tagged sales enablement tools

The new year allows for a reset on strategy, tactics, and rep performance. Though the holiday season can be stressful, your team should return to work in 2017 with renewed optimism and focus to realize the goals that are set.