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Accounts and sales

Sell to every licensee in Alberta, not only the ones you remember.

  • The whole market in one directory.

    Your accounts sit on the full AGLC licence registry, and a discovery view shows the licensees you do not sell to yet. Each week's openings, closings and changes are listed.

  • Visits, trips and tastings.

    Log a visit from the road by speaking or typing a note, and Tavelo turns it into a visit record for you to check. Plan trips across accounts, record what was poured at a tasting and how it landed, and send the follow-up by email from your own mailbox.

  • Segments and scoring.

    Group accounts into segments, and see every account ranked each week by revenue, fit, recency and trend.

  • Back in stock, told to the right accounts.

    Record which accounts are waiting for which wine. When it arrives, notify them in one step.

  • Campaigns to your segments.

    Send email campaigns to a segment, only to contacts who agreed to receive them.

Product

See Tavelo on your own orders.

A 30-minute walkthrough with the people who built it, using an Alberta agency's real workflow: a purchase order from proforma to payment, a freight quote, and the AGLC data behind your sales.

Book a demo