Case Study: Lately, Inc. achieves streamlined sales and centralized customer data with Nimble

How Nimble Helps Lately Stay on Top of Their Sales Game

Lately is an AI-driven content curation and social media writing platform and an early-stage startup that has used Nimble since 2019. Before Nimble, their sales and success teams kept notes and deal information in many places and spreadsheets, making it hard to find unified customer records and risking loss of information when staff changed.

By centralizing notes and deals in Nimble, using the Gmail plugin to create contacts and deals directly from the inbox, and leveraging email tracking, Today Page dashboards, and Prospector for contact discovery, Lately streamlined data entry and sales workflows. The result: faster, company-wide access to a single source of truth, more timely follow-ups, and less time spent hunting through spreadsheets.

Lately, Inc.

Lauren Turow

VP of Customer Success