Deel case study 2 - Aligned
“In a marketplace where everybody is competing for a slice of the pie - Aligned has been the way we’ve differentiated versus our competitors.”
See how Deel keeps their clients happy, with way less admin, all the while speeding up the sales cycle.
Don’t want to read the whole shpiel? No problem, here’s the summary:
Who is Deel?
Deel helps thousands of businesses fast-track their global expansion efforts and achieve greater adaptability. Their platform seamlessly integrates compliance, payroll management, and HR administration, allowing companies to onboard the talent necessary to fuel business growth.
Who was singing our praises?
Shannon, the man in charge as Deel’s Country leader for Australia and New Zealand, embarked on this adventure in July 2021, a time when there were just 198 employees, and he was flying solo in Australia.
The Challenge:
Deel operates all over the world, in over 100 countries. Because of this, dealing with employment contracts for clients was getting messy.
Shannon was helping a client who wanted to spread out to several countries, meaning different contracts were needed. What they got was a tangle of emails—each one having over 50 threads. Shannon had to dig through every one of them just to figure out what was shared and what wasn’t.
And this wasn’t a one-time thing; it was an example of how using email can make closing a sale take forever. There were times Shannon thought a deal was almost done, but the client pulled out at the last second.
With how busy everyone is today, it was proving to be impossible to keep track of where that information was or drive urgency with the client, without having easy access to it.
Before Deel got help from Aligned, figuring out how clients felt was like shooting in the dark; trying to understand what parts of the deal they liked was proving impossible. Plus, making Mutual Action Plans turned into long, draining back-and-forths on calls and emails, sometimes stretching over a year.
This wasn’t just hard for Shannon; it was complicated for the clients too. It made predicting and scheduling time for projects confusing and sticking to deadlines tough.
In short, the way they were communicating was making everything take longer and lowering the clarity and effectiveness. It was clear; Deel needed a better way to do things.
The solution:
Now, thanks to Aligned, Shannon has a much easier time. He can give his clients one place where they can find everything—no more digging through endless emails, saving tons of links, or rummaging through their inboxes. Everyone has just one link that takes them to all the shared content, saving tons of time.
With the insights from Aligned, Shannon gets the lowdown on what the clients really want. It shows whether they’re more interested in the price or if they’re digging deep into the product details. It’s like having a sneak peek into what parts of the deal are making them tick.
Seeing what slides the clients spend the most time on gives Shannon the heads up on what’s important to them. It’s not just about getting info; it’s about steering the deal in the right direction and making things really work for the client.
And it gets even better. Features like being able to make comments directly and assign roles to stakeholders right in the Aligned platform have totally turned things around. It’s not just the sales process that’s smoother; organizing Mutual Action Plans and figuring out the next steps is a breeze now.
Hook, line, and deal
DEEL
Headquarters
San Francisco
Founded
November 2018
Employees
2k+
Industry
FinTech/ HR and Legal Compliance
You’re saving yourself and your clients hours and hours and hours of administration
When it comes to sealing the deal, ensuring your client is hooked is essential. Shannon’s been down this road a few times in his sales career – thinking the deal was almost done, only for the client to vanish out of the blue. It can be a real head-scratcher. But here’s where Aligned’s analytics come to the rescue. Now you can peek behind the curtain and see what really grabs your client’s attention. They tell you what the client genuinely cares about, whether it’s the nitty-gritty pricing or the product details. It really shows what’s hitting home versus what isn’t.
Dressing for The Part
Deel is dedicated to providing a premium service to their clientele, valuing the satisfaction and experience of their customers above all else. Aligned seamlessly integrates into their platform, perfectly complimenting their business’s aesthetic and ethos. When it comes to onboarding new businesses, Deel recognizes that this initial experience is a make-or-break moment. Their ability to guide clients through a step-by-step process on a slick platform has left a lasting positive impression on many of the businesses they have onboarded, showcasing their commitment to delivering a top-tier service from the very start.
Shine a Spotlight on your Skillset
Being able to create and share Mutual Action Plans and next steps through Aligned, coupled with features such as time savings, visibility into the sales cycle, and focusing on what truly interests the client, makes deals happen faster and boosts the closing rate. This approach not only streamlines processes but also demonstrates their pro touch and sophistication, a crucial factor when operating within the realm of HR compliance.
Time Saved is Time Earned
Rather than hassle to piecemeal the necessary information to clients and then waiting to see if they’ve even opened up your email, Aligned offers a game-changing solution. With the ability to consolidate everything into a single link that can be tracked and managed, it’s like a breath of fresh air for sales reps. According to Shannon, Deel reps have saved 20-30% of their working hours that would have otherwise been wasted digging through email threads. The icing on the cake is the ability to create templated rooms that can be easily customized, making the entire process more efficient and tailored to each client’s needs.
In real-time, any sales leader would get a lot of value out of the platform.
A Must-Have for Sales Leadership
Shannon’s take is that the platform is nothing short of essential for individuals in sales leadership positions, especially when you look at it from a commercial lens. In any organization where extensive document sharing with clients is routine, the struggle of managing this via email or platforms like Slack is all too familiar. Hours get eaten up searching for information to send, and clients have to sift through a mountain of emails. In these cases, Aligned truly simplifies the process.