Streamline your sales or success process into a simple, personalized shared space for each customer
#1 Client Portal
#1 Client Portal
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Easily manage all your resources with this client collaboration software, and share them in each customer workspace – making decks, case studies, product videos, e-books, etc. all available in one place.
Navigate through the complexity of controlling deals and customer onboarding. Hold both sides accountable to next steps and gain more influence over the process.
Communicate more effectively. No more multiple long email threads, struggling to open messaging channels with customers, or follow-ups that don’t get answered.
“Seeing between meetings”. Gain visibility into the buyer’s journey, AFTER the meeting ends. Prevent deal loss, react to opportunities and better align with your buyers.
Everything you need to know about the product and billing.
Aligned’s AI Suite transforms B2B sales with two pivotal features: AI-Assist, a buyer’s co-pilot delivering immediate answers within the workspace, boosting engagement and insights; and AI-Insights, offering intelligent deal analysis from diverse interactions within Aligned’s rooms and external sources, empowering informed decisions and accurate forecasting. These tools streamline sales, personalize buyer interactions, and drive successful outcomes.
The AI-Assist by Aligned is a chatbot integrated into Aligned rooms, delivering instant responses to buyer queries and guiding buyers in the room. It utilizes shared data for tailored information, allows seller intervention, and records interactions for analysis, ultimately enhancing buyer engagement and streamlining communication for more effective sales processes.
AI-Insights by Aligned provides intelligent deal analysis by utilizing data from multiple sources such as Aligned rooms, emails, CRM, and self-service interactions. It enhances deal management and forecasting, aligning with the trend towards data-driven selling, ultimately empowering sales teams with valuable insights to optimize their strategies and improve sales outcomes.
Aligned’s AI harnesses the power of Large Language Models (LLMs) and Retrieval Augmented Generation (RAG). Advanced data analytics closely monitors the buyer-seller journey within Aligned’s rooms. This includes how buyers interact with shared resources and salespeople, while also tracking additional details that the vendor provides.
Aligned takes security seriously and has implemented measures to ensure the safety of its AI. All data is encrypted and stored on AWS, and Aligned has undergone rigorous security tests, including penetration tests and SOC2 compliance. Additionally, Aligned offers six levels of sharing permissions, allowing users to choose the most secure options such as password protection or email verification for shared spaces. Rest assured that Aligned prioritizes the security and confidentiality of its users’ data.
Aligned’s AI can benefit businesses across all industries engaged in B2B, or complex B2C sales or onboarding. As long as multiple customer touch points are typically required with a company’s personnel, Aligned’s AI can help with faster, better responses that meet customers’ expectations. In addition to analyzing these interactions to better understand the customer. Whether in technology, manufacturing, or professional services, any organization aiming to enhance sales/post-sales effectiveness and customer engagement can find value in Aligned’s AI solutions.
Aligned’s AI Suite is crucial for Go-To-Market (GTM) teams since it addresses modern B2B sales challenges resulting from changing buying dynamics. It offers a self-service experience which is preferred today by 75% of buyers (source: Gartner), providing immediate AI-driven responses to buyer queries and enhancing buyer-seller interactions. With 95% of the buying cycle typically not involving the salesperson (source: Gartner), Aligned’s AI Suite offers actionable insights to sales teams from this “behind-the-scenes” buyer engagement.
As buyers gain more autonomy, they tend to gravitate towards self-service options, sidelining sellers that bring limited input or value to their purchasing journey. This means that sales teams need new tools to provide tangible added value or knowledge to keep deals on track and adapt effectively to this new buyer-led sales landscape. Aligned’s new AI capabilities pave the way for sellers to track and win deals, even when they’re not in the room. These streamline workflows, enhance buyer engagement, and offer valuable insights, enabling teams to optimize sales strategies and remain competitive in a buyer-led market.
Aligned’s AI Suite helps customer success teams take their Aligned value to the next level, offering increased self-sufficiency to customers who can self-serve during their onboarding period and when they require training. Aligned’s AI Suite helps cut down on CS resources using automation. Lastly, it offers faster time to value for customers, increased executive alignment on the vendor relationship and value, and offers a differentiated enhanced customer experience.
While the AI can work out of the box by analyzing only the information that is available within each customer-facing Aligned room, it is recommended to take the time and also provide account-level information for the AI to use. Adding information on the account level typically involves materials such as messaging documents, existing help center articles, or existing Q&A. Following this, continuous monitoring and optimization of these account-level prompts can help maximize the suite’s benefits over time.
No. We believe AI will complement sellers rather than replace them. At Aligned, our view is that AI will become another powerful tool in the sales process enabling you to do your best work. Sales is about more than the transaction, there’s value in the human touch and we believe buyers and customers will always still want human interactions to help them with complex tasks and build confidence. At the same time, we all know how much speed matters, how much customers value self-service, and how painful it is for any person to spend time on repetitive low-value tasks.
Aligned’s AI is here to serve as an “Iron Man suit” for sellers, helping them execute faster, smarter, and more in line with how buyers want to buy. It empowers them to enable a buying experience, vs be fighting against the tide, trying to be the only resource for their customers. We think embracing AI will make the sales profession more valuable for buyers.
“It’s like someone shined a light on every part of a deal. We see who’s engaging and for how long, so we can anticipate needs and serve our prospects accordingly.”
Senior AE
“Aligned to cut down his team’s sale cycle and improve engagement with prospects.”
Country Leader
“Aligned cut days of back-and-forth on links, attachments, and follow-ups. Deals moved faster — our sales cycle dropped by about 30%.”
VP of Revenue
“I implemented Aligned around this time last year…Since rolling this out, our close rate has increased by 17%.”
CCO
“After presenting our Aligned room live over a few sessions, the buyer asked to be connected with Aligned so they could use it with their own sales team. The buying experience was that smooth (and we won the deal).”
Mid-Market AE
“Job searching can feel extremely overwhelming at times. As a seller, I used Aligned to treat my job search like a sales cycle, giving hiring managers a clear, structured and custom view of my experience beyond a CV. That approach helped me stand out quickly and land my next role.”
VP Data Sales
Just got off a call with a prospect, not word for word but she basically said
“I’ll tell you what, I absolutely love that sales room (Aligned) that you guys use. Its really separated you from the other providers we are considering. it is so much easier then looking through a thread of emails”
VP of Sales
“Rooms with more than four hours of engagement achieve an 86% win rate, and those with over 4.5 hours were close to 100%…We now use Aligned on every deal.”
Director of Sales
Aligned is a must for Mid-Market and Enterprise deals. It gives all stakeholders a single source of truth and makes the buying process easier. A must-use for my sales process.
AE
“This [Aligned] is the most useful sales product in my arsenal!”
Enterprise AE
We just closed one of our bigger deals of the year ($200k) and they spent over 5 hours in their Aligned sales room.
Gal Aga seeing Aligned signals in my weekly pipe reviews inside of Gong is becoming GOLD to determine if i am beleiving in a deal NOT jsut engagement
CEO
CRO
Platform at a glance
Centralized buyer workspace
Manage customer outcomes
Faster customer activation
AI aligned to revenue
Shared deal milestones
Revenue insights and signals
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