RevOps Pro App Demo | CRM/Sales Hub App Accelerator 2021

Tally street generates actionable customer insights using the sales data you already have in your accounting platform and sends them to you and your CRM. For many small and mid sized businesses, your accounting software is the best and most accurate source of customer sales and performance data. Think of all the customer details waiting to be discovered in sales invoices, product pricing, customer payment data and more and wego get it for you. Simply connect with Talystreet and our smart software automatically finds those customer insights and sends them to you and your CRM. Your customers are automatically grouped by lifetime value, sales frequency and sales momentum so you can find new opportunities and anticipate problems before they happen. Improve customer and revenue retention by identifying, nurturing and up selling your best customers. Start using new customer insights in your automations and workflows to improve targeting and build smarter campaigns. Connecting Talystreet to your accounting system is safe and takes just seconds. Talystreet analyzes sales transaction details and then syncs the results to your CRM for immediate use. Across sales, marketing and customer success, Agencies win by helping clients enrich their CRMs with actual sales and payments data, providing a true 360 degree view. The new customer insights can can be used to create smarter lists, build automated campaigns and trigger workflows. It takes just seconds to connect Tally street to supported CRMs and now for a closer look at the new RevOps Pro app built for HubSpot. Installing our new RevOps Pro app takes just seconds and requires no additional configuration. Within minutes, the Tally street app starts automatically matching customers in the accounting platform with companies and contacts in HubSpot and creates over 25 new properties and including purchase driven customer segmentation, lifetime value, sales history and payment performance. The app also adds new events to company and contact activities such as customer segment changes from good to champion and when customers have overdue invoices in need of collection, we also add new workflows. One of them creates a task for the contact owner to check in with a company newly flagged as a churn risk. Another workflow automates collections by sending a payment reminder to the billing contact and then creating a task if the invoice remains unpaid seven days later. Of course, all the new properties and events are immediately available to be used across all of marketing sales and services in HubSpot. For example, you can create smarter active lists such as customers tagged as promising who haven't bought in three months or more and build dashboards that provide visibility into the complete customer life cycle to keep sales, marketing, service and accounting functions fully aligned and businesses more successful. Visit talystreet.com to learn more.