Dec 14, 2021

Recapped Announces Integration with Salesforce and HubSpot

Mark Fershteyn
CEO & Co-founder

NEW YORK, New York – December 14, 2021 - Recapped, the first collaborative workspace for revenue teams and their customers, today announced their highly anticipated launch of Recapped DeepSync™ designed to streamline the inefficient and broken customer relationship management (CRM) process. Fresh on the heels of a $6.3 million seed round led by CRV, Entrepreneurs Roundtable Accelerator, and a collection of strategic sales leaders, Recapped has been rewriting the entire sales process. For the first time ever, both sellers and buyers can now update their Salesforce and HubSpot fields directly from their client-facing workspace in Recapped, eliminating hours of admin work and drag, while getting instant visibility into their critical data.

In high performance sales environments, sellers and buyers already navigate complex deals, in addition to managing clunky and outdated CRM tools that are riddled with lost data points and inaccurate forecasting. In 2019, the average salesperson juggled 9 sales tools, not including other tools like email, Slack, Zoom, and more. Account executives, sales managers, and sales leadership usually then attempt to input back their data into their CRM. As hands change and deals grow, sales teams rely on accurate and complete data which often gets lost in the shuffle. At best, the CRM process, which has been internal facing since its inception, is clunky and outdated; at worst, it’s preventing sales leaders from properly forecasting deals and ultimately losing them.

Recapped DeepSync™ provides a one-stop solution to streamline the entire sales process, while also enabling buyers. The new integration allows bi-directional sync with every opportunity and account field. For sales and operation leaders, this means that methodologies and best practices can easily be followed on every single deal. Recapped DeepSync™ makes it easy to update BANT or MEDDICC qualifications, collaborate with pre-sales on evaluations, and share handoff notes with Customer Success. Users can update their Salesforce and Hubspot fields directly in Recapped and even allow buyers to update fields on their behalf - yes, buyers can update Salesforce fields too without ever leaving the workspace. Instead of jumping back and forth between different platforms to gain visibility, teams use Recapped to see exactly where every single deal is, who’s involved, who needs to be brought in, and what needs to happen to bring it across the finish line.

“When we created Recapped, we envisioned a platform that allowed prospects and stakeholders to collaborate with you and your team to help get deals across the finish line. We believe that collaboration is a super power that can change the way work happens, and create amazing win-win opportunities for both sides,” said Mark Fershteyn, Co-Founder and CEO of Recapped. “By creating a mutual action plan together with your buyer, you’re able to create alignment, transparency, and most importantly - build trust. Imagine being able to consolidate your entire deal into a single workspace that contains everything your buyer needs. That’s why we’re so excited to announce the official release of Recapped DeepSync™. For the first time ever, users can update their Salesforce and HubSpot fields directly from their client-facing workspace in Recapped. We’re finally bringing our vision for collaboration full circle, now even your buyer can update your Salesforce fields on your behalf.”

Mutual Action Plans (MAPs), also known as Joint Engagement Plans (JEP's) or Close Plans, have been the foundation of the Recapped solution. The rollout of Recapped DeepSync™ amplifies the simplicity of the software with it’s trademarked bi-directional data sync to Salesforce and Hubspot. Mutual Action Plans by Recapped allow teams to accelerate revenue, create repeatable playbooks, and ensure seamless handoffs, and now with instant visibility into Salesforce and Hubspot data to eliminate drag on high-performing sales teams.

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