ApproveThis manages your Berg System Integration approvals.

Let’s cut through the corporate fluff: If your sales team uses Berg System, you’re probably drowning in back-and-forth emails, Slack pings, and spreadsheet trackers just to get deals approved. ApproveThis isn’t another tool to clutter your stack – it’s the missing link that turns Berg from a CRM into a compliance machine. Here’s how connecting them via Zapier kills approval bottlenecks for financial services, solar companies, and anyone else tired of playing email tag.

Why Berg System Users Need Approval Automation Yesterday

Berg’s great at managing customer data and tracking sales pipelines. But when deals hit friction points – compliance checks, budget sign-offs, or client onboarding – everything grinds to a halt. ApproveThis adds guardrails without speed bumps:

• No more license juggling: External partners approve directly via email (no Berg logins needed)
• Automatic escalations: Stuck approvals reroute to backup managers in real-time

Think of it like adding traffic lights to Berg’s highway – deals keep moving, but only when everyone’s greenlit.

Real-World Use Cases (That Don’t Suck)

1. Insurance Agencies: Stop Underwriting From Killing Your Momentum

When a new policyholder gets added in Berg, ApproveThis automatically:

• Routes risk assessments to underwriters
• Flags high-value policies for legal review
• Only pushes compliant deals back to sales

Example: A Midwest insurance firm cut approval delays by 72% by auto-rejecting policies missing key client data upfront using ApproveThis’ calculated fields.

2. Solar Installers: Speed Up Site Surveys Without Cutting Corners

Field reps collect client details in Berg. ApproveThis then:

• Triggers engineering reviews for complex roof layouts
• Requires dual sign-off on financing terms over $25k
• Auto-approves standard residential projects

Result: One solar company reduced project approval cycles from 14 days to 38 hours – without a single compliance slip.

How to Connect Berg System + ApproveThis (It’s Stupid Simple)

Forget coding – if you can set up a Zoom call, you can build this integration:

1. Trigger: New customer added in Berg
2. Action: ApproveThis creates approval request with deal details
3. Magic: Once approved, Berg auto-creates sales opportunity

Pro tip: Use ApproveThis’ conditional thresholds to auto-approve small deals and only bug managers for big-ticket items.

Who Benefits? (Spoiler: Everyone Except Your Competition)

Sales Teams

Stop babysitting deals through compliance. Get automatic alerts when approvals stall, with full visibility into who’s holding things up.

Legal/Finance

Set hard rules on what requires review (e.g., contracts over $50k). Approve via email without logging into Berg – because lawyers have better things to do.

Operations

Track approval SLAs in real dashboards. Spot recurring bottlenecks (looking at you, accounting department) and optimize workflows quarterly.

But Wait – There’s Actual Substance Too

This isn’t just about moving faster. For regulated industries, ApproveThis + Berg creates an audit trail that holds up to scrutiny:

• Timestamped approvals/rejections
• Comments attached to every decision
• Automatic delegation during PTO

One investment firm used these logs to pass a surprise FINRA audit in 3 hours instead of 3 weeks. Your compliance officer will send you flowers.

Common Objections (And Why They’re Dumb)

“We’re Not Techy Enough”

Zapier handles the heavy lifting. If your team can use Berg, they can manage this. Seriously – we’ve seen 62-year-old insurance brokers nail it.

“Our Process Is Too Complex”

ApproveThis handles multi-step approvals with branching logic. Solar company? Route residential vs. commercial projects differently. Bank? Separate personal/commercial loan workflows.

“We’ll Lose Visibility”

Real-time dashboards show every request’s status. Plus, Berg opportunities get automatic notes when approvals complete. You’ll actually have more control.

Getting Started (Before Your Competitor Does)

Here’s your playbook:

1. Grab an ApproveThis trial (takes 2 minutes)
2. Connect to Berg via Zapier using pre-built templates
3. Run one high-volume approval process through it (start with NDAs or small contracts)

Within a week, you’ll either:

• Be hooked on the time savings, or
• Realize your old process was dumber than a fax machine

Bottom Line

Berg System’s where deals live. ApproveThis is how they get unstuck. Together, they’re the closest thing to a sales cheat code for regulated industries.

Next step: Book a 12-minute demo or try it free. Your future self (with 23% fewer gray hairs) will thank you.