Sales. Find and win customers
Give every promising lead a clear next step. Tably connects your customer records, email, calendar, and sales documents to handle the preparation and follow-through around each conversation.
From the first enquiry to the next meeting, keep information current and action timely. Your sales team gets more time to understand the customer, build trust, and agree the right solution.
Put sales on autopilot
Research potential customers. Find relevant companies and contacts. Prepare useful context before you start a conversation.
Respond to new enquiries. Gather the details, assess the fit against your criteria, and route each lead to the right person.
Prepare outreach and follow-ups. Draft messages around the customer’s needs and previous conversations. Keep agreed next steps moving.
Support meetings and proposals. Prepare account briefs, capture actions, and draft proposals from your approved products, terms, and pricing.
Keep customer records useful. Update contact details, deal stages, and meeting notes. Flag opportunities that need attention.
Start with a goal
“When a new enquiry arrives, research the company and add the details to our customer records. Assign it using our sales rules and prepare a reply for the account owner. Each Friday, flag deals with no agreed next step.”
Make consistent follow-through part of the sales process. Give each account owner the context they need to move the conversation forward.
Put sales on autopilot.
Sales. Find and win customers
Give every promising lead a clear next step. Tably connects your customer records, email, calendar, and sales documents to handle the preparation and follow-through around each conversation.
From the first enquiry to the next meeting, keep information current and action timely. Your sales team gets more time to understand the customer, build trust, and agree the right solution.
Put sales on autopilot
Research potential customers. Find relevant companies and contacts. Prepare useful context before you start a conversation.
Respond to new enquiries. Gather the details, assess the fit against your criteria, and route each lead to the right person.
Prepare outreach and follow-ups. Draft messages around the customer’s needs and previous conversations. Keep agreed next steps moving.
Support meetings and proposals. Prepare account briefs, capture actions, and draft proposals from your approved products, terms, and pricing.
Keep customer records useful. Update contact details, deal stages, and meeting notes. Flag opportunities that need attention.
Start with a goal
“When a new enquiry arrives, research the company and add the details to our customer records. Assign it using our sales rules and prepare a reply for the account owner. Each Friday, flag deals with no agreed next step.”
Make consistent follow-through part of the sales process. Give each account owner the context they need to move the conversation forward.
Put sales on autopilot.
Sales. Find and win customers
Put sales on autopilot
Start with a goal
“When a new enquiry arrives, research the company and add the details to our customer records. Assign it using our sales rules and prepare a reply for the account owner. Each Friday, flag deals with no agreed next step.”