Mutual Action Plan Software that works

Aligned helps sales, partnerships, and customer success teams gain control over customer processes and timelines using a purpose-built solution for MAPs. Helping reps close and onboard customers faster.

50,000+ Sales & CS Teams Run Their Deals in Aligned

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95%

of the Buyer Journey Happens When You’re Not in the Room

*gartner

(so get a room)

Meet Aligned, Your AI Deal Workspace

Aligned is helping us take our digital sales engagement to the next level and standardize our process.

Olivier Elbaz

Global Head of Expansion, Deel

After a 5-minute demo of Aligned, I was sold! A living, breathing mutual success plan in the form of a technology platform! I rarely say- this is a truly disruptive product that the market actually needs.

Alexine Mudawar

CEO, Woman in Sales

Aligned is a single place to keep on top of deals, build strong business cases with champions and get multiple stakeholders on board. I wish I had it early, but I have it now, and I’m enjoying it immensely!

Sarah Brazie

Senior Account Executive, Gong

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FAQs

Everything you need to know about the product and billing.

What is a mutual action plan?

Mutual Action Plan (also known as Mutual Success Plan) helps businesses align on goals, tasks, and timelines for sales and onboarding. It is designed to facilitate communication and collaboration between different teams and departments in different organizations, providing a centralized way to manage tasks, deadlines, and progress.

Mutual Action Plans can benefit your sales process and onboarding in several ways, including:

  • Improved communication and collaboration between teams and departments
  • Enhanced transparency and accountability
  • Increased efficiency and productivity
  • More accurate project forecasting and timelines
  • Improved customer satisfaction through better alignment on goals and expectations

When selecting Mutual Action Plan software, some key features to consider include:

  • Customizable templates for different types of projects
  • Real-time progress tracking and reporting
  • Collaborative task management tools
  • Integration with other project management tools
  • Automated reminders and notifications
  • Customizable user permissions and access controls
  • Advanced analytics and reporting capabilities

Yes, mutual action plan software can integrate with CRM software. Many mutual action plan software solutions have built-in integration capabilities with popular CRM systems. By integrating with CRM, you can automatically pull customer data into your mutual action plan, saving time and improving accuracy. This integration can also allow you to track progress and update both the mutual action plan and CRM simultaneously.

Most Mutual Action Plan software solutions offer customization options, including the ability to add or remove fields, create custom templates, and modify workflows to fit your team’s specific needs. You can work with your vendor or provider to tailor the solution to your organization’s specific requirements.

Yes, some best practices for using Mutual Action Plan software include:

  • Clearly define goals and objectives
  • Involve all the stakeholders in the planning and execution process
  • Set achievable and realistic deadlines
  • Communicate regularly and effectively with all team members
  • Continuously monitor progress and adjust plans as necessary
  • Use data analytics to track performance and make informed decisions

Yes, Mutual Action Plan software allows you to track progress and make adjustments in real-time. The solution provides real-time reporting and analytics, allowing you to monitor progress and performance and make informed decisions. You can also set up automated notifications and alerts to keep team members informed of updates and changes.

How top GTM teams execute

Here’s what they’re saying

“I implemented Aligned around this time last year…Since rolling this out, our close rate has increased by 17%.”

Callum Houston

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).”

Jonathan Molina

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.”

John Attar

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”

Matt Grossbard

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.”

Katherine R.

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.

Grace O’Hara

AE

“This [Aligned] is the most useful sales product in my arsenal!”

Cyndi Collins

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

Ryan Barry

CEO

Dan Briscoe

CRO

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