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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Transform your workspace into a dynamic hub for managing intricate deals. Utilize mutual action plans that foster accountability among prospects and guarantee that no critical steps are overlooked. Centralize all information for seamless access and ensure that clients follow through on their commitments. Automated email notifications serve to remind clients, stakeholders, and team members about their next steps, keeping everyone aligned. With everything consolidated in one location, you can eliminate the hassle of sifting through endless email threads and spreadsheets. This dedicated space is designed for both you and your clients, allowing for accurate forecasting of deal outcomes. You can easily monitor the progress of your deals without the need for complicated reports, enabling proactive engagement when necessary. Replicate the success of your top representatives by implementing repeatable playbooks, and promote optimal performance across every deal with reusable templates that ensure consistency in results. The system is designed to seamlessly integrate into your current workflow, as Recapped works with platforms like Salesforce, Dropbox, Google Drive, and many others, enhancing your productivity without disrupting your established processes. By streamlining these operations, you empower your team to achieve their goals more effectively than ever before.

Description

Enhance your productivity by integrating sales engagement directly into your CRM system. Equip your sales representatives with a single platform to efficiently interact with clients across various channels. By automating routine tasks such as scheduling meetings and sending follow-up emails, you free up valuable time for reps to foster meaningful connections. Leverage the AI-driven insights and suggestions from our sales engagement solution to pinpoint the prospects with the highest likelihood of conversion. Consolidate all sales activities—including emails, phone calls, social media interactions, and tasks—into one comprehensive to-do list. This allows for easy access and management of every task from a unified hub within the CRM. Establish a cohesive seller experience that meticulously tracks each prospect throughout the sales journey. Support your sales team with clear, step-by-step guidance on prospecting and share best practices across the organization. Incorporate essential sales tasks through email, phone, and social media outreach. Streamline the prospecting process to ensure leads are consistently engaged, and offer reps AI-driven recommendations to tailor their workflows, maximizing efficiency and effectiveness. By doing so, you not only enhance individual performance but also boost the overall success of your sales team.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Drive
Salesforce
Docusign
Dropbox
Dropbox Sign
Gong
Highspot
HubSpot CRM
HubSpot Customer Platform
LeanData
Microsoft 365
Salesforce Customer 360
Salesforce Einstein

Integrations

Google Drive
Salesforce
Docusign
Dropbox
Dropbox Sign
Gong
Highspot
HubSpot CRM
HubSpot Customer Platform
LeanData
Microsoft 365
Salesforce Customer 360
Salesforce Einstein

Pricing Details

$49 per user per year
Free Trial
Free Version

Pricing Details

$50/user/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Recapped

Founded

2017

Country

United States

Website

www.recapped.io

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/engagement-platform/

Product Features

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Product Features

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

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