GetAccept is a software platform designed for sales professionals which facilitates deal design, orchestration and closure. Sales management and marketing teams are able to create automated deal workflows on behalf of sales representatives; combining video, live chat, collateral, canned emails and reminder messaging to nurture prospects through pre-nominated sales stages. Sales representatives are then able to further personalize these templates prior to use by adding personal anecdotes…
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Sertifi
Score 10.0 out of 10
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Sertifi is an electronic signature software offering from Sertifi.
GetAccept has shown great progress in the digital electronic signature market, we have had almost no problems since adopting it, although at some point we thought about stopping using the GetAccept server. It is very practical for both the client and the advisor using it. It has a very intuitive interface and the management is amazing.
I really love Sertifi. i have used other platforms in the past and Sertifi outdoes them all. I feel the contract aspect of the system is seamless and really makes it easy to send out agreements, revise them if needed and know when the customer signs
The ability to forward agreements along with a video of me describing the agreements. It makes it more personalized and it's always well received by the recipient.
You can track in real time when a document has been viewed and for how long.
You can always reference the history of each client agreement. Easy access.
The Customer Support team was responsive. I typically submitted questions while I was using the app and via the web. The FAQ support base was alright. I cannot recall a time when I used that as opposed to connecting with a rep. I believe all communication was via email. Dalius was great at soliciting feedback. I particularly valued him offering support for best practices as it related to more strategic ways to use GetAccept.
Ease of use is very user-friendly in order to work on any task. It has the maximum features as compared to its competitors which are a quite useful and enhanced program that enables in order to do the CRM easy. Also, it provides particular support to the problems which we faced and resolve them asap.
Sertifi is nicer to the budget with close to the same offerings as Adobe/DocuSign. Adobesign and DocuSign are a little easier in the configurations with Salesforce (if you don't have a Salesforce developer, you would probably lean toward something other than Sertifi), but if you aren't needing too much customization other than out-of-the-box functionality, Sertifi is perfect.
