Give CS teams a better way to engage internal resources while driving buyer accountability. Accelerate value realization at every step with guided templates for team handoffs and customer projects.
See how Prelay works
Prelay’s flexible interface of Plays and Assists supports any range of complex project or resource management needs.
Purpose-built for driving revenue, Prelay helps sales and customer success leaders better orchestrate their people and processes to hit milestones, win business, and strengthen buyer loyalty.
Build your own project playbooks, tailored for onboarding, renewals, hand-offs, and more. Guide internal teams to success at every step, and accelerate time to value for new customers.
Get the upfront data, requirements, and other items that CS needs to onboard customers successfully. Automatically sync this information with your CRM and eliminate the headaches of duplicate records and messy handoffs.
Manage projects across accounts with a centralized dashboard, shared timelines, and proactive alerts. See where each deliverable sits at any moment, and accurately predict your path to revenue.
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Make it easy for CS to coordinate requests across internal teams like sales, product, engineering, or leadership. Provide upfront context and integrated alerts, so teams can take action quickly – from within their core software.
Existing customers are your most profitable growth lever, but unlocking new expansions and renewals requires a team effort. Make it easy to engage internal specialists, while driving buyer accountability.
“In Prelay, you know what to do, it’s quicker to ask for help from another team, and reporting to the customer is automatically updated. No other sales software simplifies all these workflows so elegantly. Buyers are immediately impressed and it certainly improves our conversion rates.”
Companies across the globe are using Prelay to level up their GTM execution. Are you ready to join the Team Selling movement? Book a personalized demo to see our platform in action.
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