Turn customer data into coordinated action across every team

When sales closes a deal in the CRM, customer success builds onboarding plans in a project tool, support tracks tickets in a help desk, and product collects feedback through surveys, nobody sees the complete customer story. Delalify connects these fragments so every team works from shared context.

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The challenge

Isolated systems create inconsistent customer experiences

A sales executive promises custom onboarding during contract negotiations, but the customer success team never learns about it because the commitment lives in email threads instead of structured handoff notes. Three months later, the customer submits a support ticket expressing frustration about features they expected based on sales conversations. The support agent has no visibility into the original deal terms or onboarding commitments, leading to conflicting responses that erode trust. Meanwhile, the account executive receives a renewal risk alert generated by a health score algorithm that never considered support ticket sentiment or product usage gaps flagged by the customer success team. When the customer finally churns, nobody can reconstruct what went wrong because the full relationship history lived in six isolated platforms.

Workflows

How teams work together

See how Delalify People, Channels, OneCloud, and Teams connect to enhance operations and improve outcomes.

Hand off accounts from sales to customer success with complete context

Sales teams close deals in the CRM, but customer success onboarding specialists start from scratch. Integration syncs deal data to Delalify People, where sales documents discovery findings and commitments. When deals close, Automation triggers Channels welcome sequences personalized with account details. OneCloud stores statements of work and implementation guides. Teams adjusts access at deal close, granting customer success edit rights while transitioning sales to read-only.
Outcome

Customer success managers begin onboarding with full context about customer goals and commitments, customers feel recognized because they do not repeat their stories to new team members, and sales confidence improves because they trust handoffs will honor their promises.

Coordinate upsell and renewal motions across revenue teams

Account executives own expansion targets while customer success manages renewals, but teams work without visibility into each other's plans. Delalify People centralizes account relationships with health scores and engagement trends. When customer success tags expansion opportunities, Automation notifies the assigned account executive through Channels. Integration syncs product usage data to inform expansion conversations. OneCloud stores pricing proposals and renewal quotes where both teams collaborate. Teams controls who can edit contract terms.
Outcome

Revenue teams close expansion deals faster because they approach customers with context about satisfaction and usage patterns. Renewal rates improve as customers experience coordinated rather than conflicting outreach, and leadership gains visibility into pipeline health informed by cross-functional data.

Turn support interactions into proactive customer success interventions

Support tickets reveal product friction, but insights rarely reach customer success teams. Integration syncs ticket details from your help desk to account timelines in People. Automation triggers Channels check-in campaigns when accounts submit multiple tickets, ensuring outreach before frustration escalates. Support agents attach troubleshooting guides to account profiles in OneCloud. Teams grants support staff read access to customer success notes for context-aware assistance.
Outcome

Customer success teams intervene proactively based on support signals instead of reacting to churn threats. Support resolution times decrease because agents see previous troubleshooting attempts documented in People, and customers feel heard because different teams reference the same interaction history.

Build partner ecosystems with shared relationship intelligence

Enterprise organizations work with partners, resellers, and integrators through email that creates blind spots. Delalify People stores partner contacts with tags indicating specialization and certification status. Automation sends collaboration requests through Channels when deals match partner capabilities. Integration syncs partner certifications from external systems. Teams grants partners scoped access to account timelines without pricing visibility. OneCloud stores partner agreements and joint marketing materials.
Outcome

Partner-sourced deals close faster because collaboration starts with shared context. Customers receive consistent messaging as internal and external teams coordinate through Channels, and partner management overhead decreases because relationship history lives in structured profiles instead of email archives.

40%

Faster time-to-value

52%

Increase in expansion revenue

60%

Less time preparing for meetings

38%

Faster cross-sell cycle time

Capabilities

Platform features that powers your relationships

Built to handle the complexity of your operations

Unified customer timelines

Unified customer timelines

Consolidate sales conversations, support tickets, product usage signals, and customer success touchpoints in People, creating comprehensive relationship histories visible across revenue, operations, and product teams.

Automated lifecycle campaigns

Use Automation to trigger Channels journeys when accounts reach milestones or approach renewal dates, delivering coordinated outreach without manual tracking.

Cross-functional collaboration spaces

Cross-functional collaboration spaces

Attach deal documents, onboarding plans, and success artifacts to account profiles in OneCloud where sales, customer success, and support teams collaborate on the same files.

Dynamic customer health scoring

Dynamic customer health scoring

Calculate health scores in People using product usage and support data synced via Integration, surfacing risk and expansion signals.

Role-based data access

Use Teams to control which departments see contract terms, pricing history, or strategic account plans, balancing transparency with appropriate information boundaries.

Partner and reseller management

Partner and reseller management

Track partner relationships, certifications, and referral history in People, then coordinate joint opportunities through Channels without exposing sensitive customer or competitive data.

Success stories

Real outcomes from organizations like yours

See how teams achieve measurable results with Delalify

Enterprise software company reduces time-to-value 40 percent

Context

A B2B SaaS platform serving enterprise customers struggled with onboarding timelines that stretched six months from contract signature to productive use. Sales teams documented customer goals during the sales cycle, but implementation consultants received only basic account details in handoff emails, forcing them to schedule discovery calls that frustrated customers who had already explained their objectives. Customer success managers lacked visibility into implementation progress, resulting in check-in calls where they could not answer customer questions about timelines or blockers.

Implementation

The company deployed Delalify People as the central account system, using Integration to connect Salesforce for opportunity data. Sales documented requirements and success criteria visible to implementation consultants at deal close. Automation triggered Channels onboarding journeys with personalized documentation and milestone check-ins. Implementation consultants attached configuration guides to account profiles in OneCloud.

Results

Average time-to-value decreased from 167 days to 98 days as implementation consultants started projects with complete context and customers received coordinated guidance. Customer satisfaction scores during onboarding improved 34 points because communications felt personalized rather than generic. Implementation consultants reclaimed approximately 20 hours per project previously spent in redundant discovery conversations. Sales cycle velocity increased 15 percent as prospects gained confidence in the structured onboarding process demonstrated through customer references.

Professional services firm increases account expansion revenue 52 percent

Context

A management consulting firm with 200 enterprise clients maintained strong project delivery but struggled to identify expansion opportunities across service lines. Partners who sold initial engagements rarely collaborated with delivery teams who learned about additional needs during projects. When consultants discovered expansion opportunities, they lacked visibility into account history, pricing precedent, or relationship context needed to advance conversations confidently.

Implementation

The firm configured Delalify People to centralize client data, using Integration to sync from their project management system, CRM, and billing platform. Delivery consultants tagged expansion signals in People, and Automation triggered Channels notifications to account executives. Channels segmented clients for targeted thought leadership. OneCloud stored proposals and deliverables. Teams enforced access controls restricting partner compensation data.

Results

Account expansion revenue increased 52 percent as consultants confidently surfaced opportunities and partners closed deals informed by delivery insights. Cross-sell cycle time decreased 38 percent because account executives approached clients with relevant context instead of generic discovery. Client satisfaction improved 23 points as expansion conversations referenced current projects and demonstrated understanding of client goals. Partners reported 60 percent less time preparing for new business meetings because client histories loaded instantly in People.

Unify revenue, success, and operations around customers

Enterprise teams choose Delalify to unify disparate data, coordinate account strategies, and deliver consistent customer experiences. Schedule time with our enterprise specialists to explore how People, Channels, OneCloud, and Teams can transform your operations.

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