TAILRD FOR SERVICENOW CRM
Tailrd is the experience layer on ServiceNow CRM. It turns the data already in your platform into segments, journeys, and offers, so customers get the right message at the right moment, from quote confirmation to renewal.
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THE PROBLEM WE SOLVE
Quote, order, service, and renewal live in disconnected systems. Customers feel every seam.
ServiceNow CPQ and SOM execute reliably in the back end, but customers never get a clear, trusted confirmation.
When campaigns run off exported lists, the message is out of date before it sends.
OVERVIEW
Tailrd sits in front of ServiceNow CRM. It captures customer intent as signals and reflects execution back as clear, trusted confirmations.
Self-service configure, quote, order, track, and manage service.
Captures intent as signals, reflects execution as confirmations, removes the handoffs and ambiguity in between.
CPQ, SOM, FSM, CSM, and Docusign execute in the back end.
WHAT POWERS IT
Audiences built on any ServiceNow table or field, refreshing as records change, no exported lists.
Actions fired by real events, a submitted quote, a state change, a nearing renewal date.
Built with a drag-and-drop editor, personalized with merge tags pulled live from ServiceNow.
Campaign and engagement performance in a single reports view.
IN ACTION
When a customer submits a quote, Tailrd sends a confirmation right away, their name, their quote number, pulled live from ServiceNow, so they feel taken care of from the first step.
If a submitted quote doesn't include the top-tier option, Tailrd sends a tailored offer (say, 50% off the first year of a premium upgrade) before the quote converts to an order.
Tailrd builds a live audience of customers whose contracts end within the year and keeps them engaged with campaigns ahead of the renewal date, so a lapse doesn't come as a surprise.
IN THE SYSTEM
Tailrd is how the Customer to Cash journey shows up to the customer. ServiceNow executes the quote, the order, and the service; Tailrd turns that execution into confirmations, offers, and campaigns the customer experiences. It's the engagement engine behind Marketing, and it runs on the same ServiceNow record as everything else.
IN PRACTICE
Why Zaelab:
Tailrd runs on the same real-time ServiceNow data as quoting, ordering, and service, so engagement is never a step behind.
Backed by ServiceNow Ventures
Built entirely on ServiceNow CRM, CPQ, SOM, FSM, and CSM