Recapped Overview

Recapped addresses the challenge of friction in B2B sales by providing a unified platform that streamlines collaboration between sellers and clients. Through Digital Sales Rooms and Client Portals, it ensures that sales processes are consistently followed, enhancing transparency and engagement. The platform supports sales methodologies like MEDDICC and BANT, helping teams to increase the adoption of their sales training. By consolidating content and enabling accurate revenue forecasting, Recapped empowers sales teams to execute their strategies effectively. A notable feature is its ability to uncover buyer activities, offering insights that can lead to more informed decision-making.

Use Cases

Customers recommend Proposal & Quote Management, Collaboration, Onboarding, as the business use cases that they have been most satisfied with while using Recapped.

Other use cases:

  • Engaging And Following Up
  • Content Management
  • Generation Of New Leads
  • Sales Review & Feedback
  • Contract Management
  • Helpdesk Management
  • Conference Call Management
See all use cases See less use cases

Business Priorities

Scale Best Practices and Acquire Customers are the most popular business priorities that customers and associates have achieved using Recapped.

Other priorities:

  • Enhance Customer Relationships
  • Increase Sales & Revenue
  • Grow Market Share
  • Improve Internal Communications
See all business priorities See less business priorities

Recapped Use-Cases and Business Priorities: Customer Satisfaction Data

Recapped works with different mediums / channels such as User Generated Content. and Website.

Recapped's features include Templates, Auto Scheduler & Reminder, and Personalization. and Recapped support capabilities include 24/7 Support, Chat Support, Email Support, etc. also Recapped analytics capabilities include Custom Reports, and Analytics.

Reviews

"Recapped has made for more predictable forecasting and greater transparency into, key deals." - Andrew

Peer review evidence (same sources as the product rating summary)

"...I was able to mock up a pretty complicated set of proposal templates that my company uses to bid on projects in a few hours...." Peer review by Nate R, Owner
"...Create custom branded collaborative spaces for you, your team, and clients Identify and forecast accurately with our Deal Engagement Score Communicate with clients and track their engagement in one place Standardize your entire process while having complete flexibility Seamlessly update your CRM and recap your conversation notes Hold teammates and clients accountable to next steps with automatic email reminders Share relevant marketing content to help enable your champions Why do Legacy Mutual Action Plans Fall Short? ..." Mutual Action Plans
"...If you have a multi-step B2B sales or onboarding process, Recapped is a game-changer...." The Sales Collaboration Platform. Close deals and onboard clients faster

Recapped, Open edX, Elucidat, Clustdoc, Showpad Content, etc., all belong to a category of solutions that help Sales Enablement. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Recapped is the leading B2B platform for sellers to collaborate with prospects, customers, and partners. Sales processes are enforced, and methodologies like MEDDPICC and BANT are supported.

Popular Business Setting

for Recapped

Top Industries

  • Marketing and Advertising
  • Computer Software
  • Health, Wellness and Fitness

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Recapped is popular in Marketing And Advertising, Computer Software, and Health, Wellness And Fitness and is widely used by Small Business, Mid Market, and Enterprise.

Recapped Customer wins, Customer success stories, Case studies

How efficiently Does Recapped manage your Proposal & Quote Management?

How does Recapped facilitate Collaboration?

How can Recapped optimize your Onboarding Workflow?

How can Recapped enhance your Engaging And Following Up process?

How does Recapped address your Content Management Challenges?

14 buyers and buying teams have used Cuspera to assess how well Recapped solved their Sales Enablement needs. Cuspera uses 446 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Enablement needs.

CUSTOMERS TESTIMONIALS
Recapped testimonial

Andrew

Senior Director of Sales

Second Nature

Recapped has made for more predictable forecasting and greater transparency into, key deals. Testimonial By Andrew
Recapped testimonial

Joshua Glasgall

Olla

We no longer have to juggle fragmented communication between phone calls, emails, and live chat support. Everything is in one place. Testimonial By Joshua Glasgall
Recapped testimonial

Karl F

DKP Marketing

Recapped is so quick and easy to get started with. You're never left scratching your head wondering what to do next. With a click of a button you can add tasks and share with clients. Testimonial By Karl F
CUSTOMERS TESTIMONIALS
Recapped testimonial

Andrew

Senior Director of Sales

Second Nature

Recapped has made for more predictable forecasting and greater transparency into, key deals. Testimonial By Andrew
Recapped testimonial

Joshua Glasgall

Olla

We no longer have to juggle fragmented communication between phone calls, emails, and live chat support. Everything is in one place. Testimonial By Joshua Glasgall
Recapped testimonial

Karl F

DKP Marketing

Recapped is so quick and easy to get started with. You're never left scratching your head wondering what to do next. With a click of a button you can add tasks and share with clients. Testimonial By Karl F
 

Versapay - Financial Services - Medium

Toronto, Canada

Versapay used Recapped to improve customer retention during a tough 2023. The team focused on product adoption and used platform analytics to find user behavior patterns. They provided tailored guida...nce to help customers get more value. This approach led to renewed customer engagement and expansion projects. Versapay now uses a consultative method to teach best practices and drive ROI.

 

Auvik - Computer Software - Medium

Waterloo, Canada

Auvik used Recapped to simplify its complex sales process. Before Recapped, sales teams struggled with long slide decks and lost information. Onboarding new account executives was slow and inconsiste...nt. With Recapped, Auvik created templates and organized sales playbooks. The team reduced onboarding time and made sales information easy to find. Sales reps and buyers now have a clear, shared workspace for every deal.

Brightly - Information Technology And Services

Recapped helped Brightly standardize 12 sales playbooks, boosting deal conversion rates by 39% and average order values by 29%. The platform improved sales process consistency, forecasting accuracy, ...and deal management. Salesforce integration streamlined workflows and increased rep adoption. Lower-performing reps doubled their conversion rates with consistent use. Brightly now delivers a more seamless buyer experience and stands out in a competitive market.

 

ClearCompany - Human Resources - Medium

Boston, USA

ClearCompany used Recapped to organize sales deals and share resources with prospects. Before Recapped, sales reps lost deals because materials got buried in emails and they had no insight into buyer... engagement. After adopting Recapped, win rates increased by 24% and average deal sizes grew by 17%. Reps engaged 49% more stakeholders per deal and booked 27% more follow-up meetings. Recapped helped ClearCompany deliver a seamless, professional buying journey and boost revenue.

 

Your Logo Here - Small

Recapped helps sales and onboarding teams move away from emails and spreadsheets. Teams use Recapped to standardize their playbooks and organize workflows. The platform brings all deal and onboarding... information into one place. Sellers and customers can track engagement in real time. Customers report a smoother, more organized experience.

 

Your Money Line - Financial Services - Small

Indianapolis, USA

Recapped helped Your Money Line improve sales forecasting and accelerate deal cycles. The team replaced email follow-ups and Google Docs with digital mutual action plans. Buyer engagement analytics g...ave clear visibility into prospect activity. New hires closed deals faster, and team morale increased. The platform enabled better collaboration with both clients and partners.

Mastering B2B Sales: Sales Process: Sales Training: Deal Qualification: & Deal Management Explained

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Peers used Recapped for proposal & quote management and collaboration

Recapped Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.05/5

Read Reviews (55)
Analytics

3.34/5

Read Reviews (4)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.05/5

Read Reviews (55)
Analytics

3.34/5

Read Reviews (4)

Software Failure Risk Guidance

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for Recapped

Overall Risk Meter

Low Medium High

Top Failure Risks for Recapped

Recapped, Inc. Profile

Company Name

Recapped, Inc.

Company Website

https://www.recapped.io

HQ Location

415 Madison Ave, New York, NY 10017, US

Employees

1-10

Social

Financials

SEED