# Everything needed to WIN, all in one place. Streamline your sales or success process into a simple, personalized shared space for each customer - #1 Digital Sales Room #1 Client Portal ## 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 Collaboration Workspace - Library & Workspaces 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. - Manage all revenue team content in one place - Filter, search, and quickly find what you need - No more multiple versions of files - Buyers don’t have to dig through endless threads - Free up sellers’ time spent finding and sharing items - Build personalized “mini-sites” for each customer - Drag and drop to build a workspace in minutes - Update content on all workspaces with one click - Collaborate on building your buyer’s biz case - Showcase your proposal and executive summaries the way they’re meant to be presented - Customer Project Plans Navigate through the complexity of controlling deals and customer onboarding. Hold both sides accountable to next steps and gain more influence over the process. - A client collaboration software for [Mutual Action Plans (MAPs)](/content/customer-collaboration-platform/mutual-action-plan/index.html) - Assign tasks and allow buyers to assign them to you - Share status, comment, and update timelines - Auto-reminders hold both sides accountable - Tap to send a task reminder instead of following up - Use internal tasks to organize team selling - No installation is required from the customer’s side - It’s time to move from chasing to partnering - Gain next-level momentum in deals and accounts - Align with your customers on compelling events, and any constraints affecting timelines, to build a clear Workback Plan - Customer Engagement Communicate more effectively. No more multiple long email threads, struggling to open messaging channels with customers, or follow-ups that don’t get answered. - Move discussions Into topics (e.g. pricing, POC, etc.) - Tag relevant stakeholders and decide who sees what - Collaborate internally; pre-sales, your manager, etc. - Share engaging videos instead of dull follow-up emails - No more digging through endless threads of discussions. - Async Buyer Intelligence “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. - Get alerts on all engagement in your workspace - Analyze activity, page views, discussions, and more - Identify new stakeholders involved in your deal - See which deals are most or least engaged - know when silent/lost deals are showing interest again - Understand customers’ interests and concerns ### Use our expert template [View Template](https://my.teamaligned.com/) ## FAQs Everything you need to know about the product and billing. ### What is Aligned’s AI Suite? 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. ### What is the AI Assist product? 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. ### What is the AI Insights product? 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. ### How does the Aligned’s AI work? 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. ### Is Aligned’s AI secure? 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. ### What kind of businesses can benefit from using Aligned AI? 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. ### Why is Aligned’s AI Suite important to GTM teams? 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. ### What are the benefits of Aligned’s AI Suite for customer success? 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. ### What does it take to implement Aligned’s AI Suite? 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. ### Will AI replace humans in sales? (we don't think so...) 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.