Customer onboarding, as smooth as it gets

Stop using that spreadsheet. Deliver a flawless customer onboarding, with everything a customer needs – all in one place.

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

95%

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

*gartner

(so get a room)

Meet Aligned, Your Cutomer Onboarding Workspace

Aligned is helping us take things to the next level with one source of truth for the customer and process standardization.

Aligned helps keep the conversation in one place, which doesn’t become 16 billion emails. When I saw your platform, I was crying with joy!

Aligned helps our team gain more control and visibility over their accounts while allowing us to drive a consistent, and differentiated customer experience.

Use our customer onboarding template

FAQs

Everything you need to know about the product and billing.

What is customer onboarding software and why is it important?

Customer onboarding software is a tool that helps businesses introduce customers to their products or services, educate them on how to use them, and ensure they get the most out of their experience. It plays a crucial role in setting the tone for customer engagement and can lead to increased customer retention and satisfaction.

How do I choose the right customer onboarding software for my business?

Consider your business model and customer needs, determine whether you need high-touch or low-touch onboarding tools, assess the value of all-in-one tools vs. point solutions, decide between customer-facing and internal-facing software, and look for customizable or integrated tools to meet your unique requirements.

What are the differences between high-touch and low-touch onboarding tools?

What are some examples of high-touch onboarding tools and their benefits?

Onboarding portals provide customers with personalized dashboards, resources, and information for a user-friendly and interactive experience. Knowledge base software offers resources and information to help customers understand and use a product effectively. Customer success enablement tools support customer success teams in delivering value and improving the customer experience with various resources for customer engagement, feedback, loyalty, segmentation, analytics, and automation.

What are the key features to look for in customer onboarding software?

Some key features to consider when selecting customer onboarding software include:

Ease of use and intuitive interface
Customizable onboarding process and templates
Integration with existing CRM or customer support systems
Task management and tracking capabilities
Reporting and analytics to measure onboarding success and identify areas for improvement
Scalability to accommodate business growth
Automation features to streamline processes and reduce manual work
Collaboration and communication tools for team members and customers

How can customer onboarding software help improve customer retention?

Effective customer onboarding software helps ensure a smooth and positive onboarding experience, enabling customers to quickly understand and utilize the product or service. As a result, customers are more likely to stay satisfied, engaged, and loyal to the business, contributing to improved customer retention rates.

How can I ensure that my team effectively uses customer onboarding software?

To ensure effective use of customer onboarding software, provide proper training for your team members, establish clear communication and collaboration channels, regularly evaluate the onboarding process for improvements, and encourage feedback from both customers and team members to continuously optimize the onboarding experience.

How top GTM teams execute

60%+ enterprise win rate

“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.”

David Ellis

Senior AE

-30%
reduction in sales cycle

“Aligned to cut down his team’s sale cycle and improve engagement with prospects.”

Shannon Karaka

Country Leader

+40% access to stakeholders

“Aligned cut days of back-and-forth on links, attachments, and follow-ups. Deals moved faster — our sales cycle dropped by about 30%.”

Austin Myers

VP of Revenue

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.