Sales

Automate your customer journey from a lead to customer

Introduction

To win new customers and keep the existing ones delighted, you need perfect sync between sales & account management. Tattle is a checklist-based workflow management system for the Sales & Customer Success teams. Tattle helps you track your sales pipeline and drive customer engagement at the same time. Create smarter workflows and assign tasks to different team members, keep a track of all your sales tasks, customer onboarding, and other CRM tasks.

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Highlights

  • Improve Sales Productivity
  • Save time on Repetitive Processes
  • Sales Pipeline
  • Customer Success Management

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Improve Sales Productivity

Improve Sales Productivity

A salesperson’s day is split into many tasks that can be broadly categorized as revenue-generating and non-revenue generating. Tattle helps salespeople formulate the perfect workflow where all the tasks are mapped as per timeline and set reminders accordingly.

Improve Sales Productivity

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Save time on_repetitive processes

Save time on repetitive processes

Save Time on Repetitive Processes

Create custom automation, like sharing information upon new contact entering into the funnel, or when customers complete the training. Automate actions to be triggered post a task is completed like updating a pipeline stage when proposal/quotation is sent to the customer.

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Sales Pipeline

Sales Pipeline

Create a thorough sales pipeline using Tattle. Easily track customer journey through stages like “Prospect”, “Lead”, “Sales Qualified Lead” & “Won”, etc. Streamline internal planning and coordination with sales support & marketing teams.

Sales Pipeline

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Customer Success Management

Customer Success Management

Customer Success Management

There are multiple ways with which you can manage your customers for continued engagement. Delight your customers by sharing valuable insights from their account/CMS, information on new arrivals/updates/releases, and send documents/knowledge articles to help customers stay engaged at all times.

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