How DivideBuy reduced proposal creation time by 80% and streamlined Salesforce reporting

How can I make their lives easier and where can I save time? We use GetAccept. It has a native, seamless integration with Salesforce.

Scott Winstanley
Head of Marketing & Sales Enablement

At a glance

GetAccept helps DivideBuy to create a more efficient contract creation and management process. From simplifying how reps create contracts to automating flows for approval and status updates, the entire process has been optimized.

DivideBuy is a retail finance provider that partners with UK merchants to offer their customers interest-free and interest-bearing credit. In 2023, the company was acquired by Zopa, which is FSCS-backed.

Overview

Goals

• Have an easier and faster way to generate and send out contracts
• Create a more efficient and optimized sales process
• Configure Salesforce to use GetAccept data for their central reporting

Highlights

• Automated Salesforce record updates and pulled GetAccept data into Salesforce reports
• Enabled faster proposal creation inside Salesforce through auto-populated fields
• Reduced proposal creation time by 80%, saving up to 20 hours per month
• Automated approval workflows with validation rules for Risk and Finance reviews

CRM level-up

By integrating GetAccept into Salesforce, DivideBuy has leveled up the CRM experience for reps.

One of the key goals for Scott was to create efficiencies along the entire deal cycle. This required him to consider every part of their process, including: risk requirements, onboarding team requirements, reps’ needs, marketing, and everyone else involved from start to finish.

He needed a solution that would make their lives easier and save time.

With GetAccept’s native Salesforce integration, Scott has managed to tick off all of these boxes:

• When creating contracts, fields are now automatically populated with Salesforce data, meaning that the manual element of proposal creation is removed.
• This data flow also works in the opposite way, with Salesforce configured to pull GetAccept custom object data back into Opportunity records (e.g., conversion rates, time to sign, etc.). This means that the CRM remains the single source of truth, and GetAccept data can be used alongside Salesforce data in the company's central reporting.
• Before sending contracts, reps often require approval from the Risk and Finance departments. This process is now handled automatically with validation rules set up to remove the need for reps to manually carry out the approval flow.
• Throughout the entire proposal process, Salesforce records are automatically updated by flows working in the background. For example, Opportunity stage and custom fields change depending on what part of the process a GetAccept contract is in (i.e., approved, sent, signed, closed/won, or going through other key stages).

Hours saved

Before GetAccept, it could take reps up to 30 minutes to create a contract. This was the result of tedious tasks like copying and pasting details from elsewhere and cross-checking different fields.

Since implementation – and our help with fast-tracking their administrative processes in Salesforce – most of this manual work has been eradicated.

As a result, Scott and his team have seen an 80% reduction in the time it takes to create a proposal. The amount of contracts the team can send per week equates to up to 20 hours of time saved per month.

In addition to the time saved, Scott appreciates that our integration allows reps to easily create clear and digestible contracts for the receiver. Marketing also has control over styling, which ensures that proposal templates – and any additional documents available in the content library – fall within brand guidelines.

Support

One of the key selling points of GetAccept is the support that Scott receives from us. Requiring a complex setup, it was important that their chosen provider was able to troubleshoot with them and be responsive to their needs.

Alongside our Customer Success team, Scott has been able to present his problems and find answers to questions like: How do we automate? How do we minimize risk? And how do we report on what we’re doing?