Set it up
Which companies, as which customer, and what counts as a signal.
- Accounts from your CRM or Clay
- Your customers
- Your competitors
- New customer · US and UK
Name the companies
Your target accounts, the customers you serve and the competitors you meet in deals. A domain is the only input.
ExampleTessaly sends 412 target accounts from its CRM, 60 customers renewing this quarter and 3 competitors: Marrowby, Pellcast and Quorley.
Pick who signs up
The customer profile and country to sign up as. A new subscriber and a trial user are sent different emails and offers.
ExampleA new subscriber in the US and the UK at each account, and a trial user at each competitor.
Say what counts as a signal
The changes your team acts on, and who hears about each one.
ExampleA new sending platform goes to the account’s owner in the CRM. A competitor’s price change goes to #competitors in Slack.