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.

• #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 AI Deal Workspace

• Project management purpose-built for customer collaboration
• Move from static boring spreadsheets to a collaborative platform like a digital sales room
• Built for Onboarding Plans, Close Plans, or full Go-Forward-Plans
• Write notes, add attachments, and create sub-tasks
• All activities get sent to your customers’ emails for easy reminders
• Keep all discussions in the right context under each task

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

Olivier Elbaz

Global Head of Expansion, Deel

• MAPs should live where you and your clients work together
• Collaborate on Mutual Action Plans where you onboard, sell and retain customers
• Replace the ineffective emails with one place for all interactions
• Make collaborating on plans more accessible and easier for both sides to close more deals

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

• Leverage smart insights - never tracked before
• Get alerts on all engagement in your workspace
• Analyze activity, page views, discussion views, MAP interaction and more
• Gain visibility AFTER the call ends, uncover buying blind spots
• Prevent deal loss & react to buying signals

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

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.

How can mutual action plans benefit my sales and onboarding?

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

What features should I look for in mutual action plan software?

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

Can mutual action plan software integrate with CRM tools?

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.

How can I customize my mutual action plan tool to fit the specific needs of my team?

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.

Are there any best practices or guidelines for using mutual action plan to ensure success?

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

Is there a way to track progress and make adjustments to the mutual success plans in real-time to ensure everyone is on track to meet goals and deadlines?

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

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

Callum Houston

CCO

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

Jonathan Molina

Mid-Market AE

“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).”

John Attar

VP Data Sales

“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.”

Matt Grossbard

VP of 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”

Katherine R.

Director 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.”

Grace O’Hara

AE

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.

Cyndi Collins

Enterprise AE

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

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

“We just closed one of our bigger deals of the year ($200k) and they spent over 5 hours in their Aligned sales room.”