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Services
Recapped offers a platform designed for managing Proof of Concepts, Close Plans, Mutual Action Plans, Sales Handoffs, and Client Onboarding. Additionally, it provides a collaborative workspace tailored for customer collaboration. The platform supports various team roles, including Sales Leaders, Account Executives, Enablement and Operations, and Marketing teams. Users can also take advantage of a free trial to experience the platform's features.
Integrations with Salesforce and HubSpot
Recapped integrates seamlessly with both Salesforce and HubSpot, ensuring that CRM updates are consistently reflected across systems. This integration supports sales teams in maintaining up-to-date information and streamlining their processes.
Enterprise-Level Security and Compliance
Recapped features enterprise-level security and compliance, ensuring that user data is protected. The platform's security measures are designed to meet the stringent requirements of large organizations, providing peace of mind to its users.
Role-Based Access
Recapped supports role-based access, allowing different team members to access the platform according to their specific roles. This feature benefits Sales Leaders, Account Executives, Enablement and Operations staff, and Marketing teams by ensuring they have the tools and information relevant to their responsibilities.
Reusable Templates and Template Library
Recapped enables the creation of reusable templates for various sales processes. Users can also access a library of pre-made templates designed to streamline common sales and client processes, making it easier to implement best practices and standardize workflows.
