Perfect Customer Onboarding Flow - Aligned
Who knew a customer onboarding flow could be that easy?
We did. We knew.
Say hello to success, throw away the spreadsheets, and cancel the time-wasting meetings, because everything a customer could ever need can be found in this customer onboarding flow.
- Top Digital Sales Room 1,000+ Reviews
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 customer onboarding flow
An onboarding flow that just…flows
A smoother, more collaborative platform
Streamlined where timelines/steps are followed
Write notes, add attachments, and create sub-tasks
For easy reminders, all activities are sent to customers’ emails
Every task has a context for discussions
Imagine a world where customers onboard themselves. Now stop imagining.
Everything you need to succeed, all in one place
A personalized flow-easy for customers to self-onboard
Say goodbye to email threads that never end
A first-class, first-impression customer experience
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!
Aviva Goodman
Customer Success Manager, Causematch
You: The finger Them: The pulse
Get alerted on all engagements in your workspace
View activity, page views, discussion views, and more
Check the status of your onboarding and account
Analyze customer interactions to make better decisions
Aligned helps our team gain more control and visibility over their accounts while allowing us to drive a consistent, and differentiated buying experience.
Omer Shirazi
CRO, EasySend
Use our expert template
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.
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 just engagement
Ryan Barry
CEO
“We just closed one of our bigger deals of the year ($200k) and they spent over 5 hours in their Aligned sales room.”
Dan Briscoe
CRO