Recapped is built to simplify the lives of buyers and sellers. Whether you’re closing deals or onboarding customers, it’s very easy for things to fall through the cracks.
But every opportunity matters. Especially now. Recapped enables you to share secure, collaborative workspaces that accelerate sales cycles, elevate your buyer experience, and separate you from the competition.
Your immediate benefits:
Consolidate your entire deal into a single, collaborative workspace
Share content and assign next steps with automatic reminders
Track buyer engagement in real-time
Update your CRM fields 10x faster
Accelerate your sales cycle and win rates
Recommended script for sharing your workspace
Sharing workspaces with prospects and customers is an easy experience that will make you stand out from the competition.
Simply follow this script on your call:
"Since this is probably the first time you’re evaluating a solution like ours, I'd like to make this process as easy as possible for you.
Instead of sharing content through countless email threads, I’m going to upload everything we discussed into this secure and collaborative workspace.
I’ll invite you and email you a link. I would highly recommend bookmarking it and sharing it with other stakeholders, but no pressure!"
Simply follow this script on your call:
Best practices and tips for customer collaboration
Over the last three years, we've helped hundreds of teams share nearly 45,000 workspaces with customers.
As you can imagine, we've learned a lot (and made many mistakes ourselves 😅). Thankfully, we've compiled some of our best tips below so you can get ahead of the curve.
1. Set the right expectations
The truth is, your prospects and customers are busy. Most of the time they barely read our emails or answer our phone calls.
They may not engage on the first time you share a workspace with them. And that’s perfectly okay.
As with any sales cycle, the more times you engage, the higher the chances of them engaging in the future.
But the great thing is that once prospects and customers open your workspace, they’ll really appreciate the experience. You went out of your way to elevate their buying experience and your perception as a true partner.
🎯 On average, prospects and customers engage with workspaces nearly 80% of the time. And once they do engage, they continue engagement over 95% of the time
2. Remember that workspaces benefit your customers
Imagine being your prospect or customer - would you prefer searching your inbox looking for that one PDF, or a single page that outlines everything you need?
In most cases, having everything in a single collaborative workspace will drastically save you time and improve your relationship with the vendor.
Especially if it’s your first time purchasing a solution. Having a clear path to a successful partnership makes all the difference.
Remember that you’re sharing this workspace because it’ll make things easier for your customer. Sure it’s going to help you close more deals and you’re going to close them faster, but they see a lot of benefits too.
🎯 80% of customers say the experience a company provides is as important as its products and services - Salesforce, State of the Connected Customer
3. Don’t wait for new deals or implementations
It can be tempting to create a workspace for an upcoming deal or implementation, but we highly recommend sharing a Recapped workspace with an existing opportunity or partnership.
You can leverage your trusted relationship to get feedback, and collaborate without fear.
This will allow you to build confidence in the way you manage and share workspaces with customers. It will also give you the ability to identify the content your workspace is missing or could be improved.
Need help or tips? Just ask!
No matter what you need help with - we’re here to give you a hand.
We understand that this level of collaboration may be new to you. This is a brand new way of selling and enabling customers, and we take pride in building the category with our partners.
Simply ask us questions through the chat (bottom right of the page) or email help@recapped.io.