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Align.ly

Score8.6 out of 10

3 Reviews and Ratings

What is Align.ly?

Align.ly builds simple, intuitive Salesforce applications to help B2B RevOps professionals be more productive and effective. Align.ly currently has two products on the Salesforce AppExchange: Align.ly Lead-to-Account and Align.ly Attribution.

Fractional Marketing Operations services... direct help to companies, all in a single place!

Use Cases and Deployment Scope

Company I was assisting needed assistance with several aspects in the Marketing area, from email strategy, to lead follow-up, to determination of the right KPIs to monitor and track the business progress. At the moment, what made more sense was to explore fractional Marketing arrangements. Alingn.ly provided a comprehensive alternative, one-stop-shopping type of deal, that was much welcomed.

Pros

  • Marketing operations
  • Strategic mindset
  • Operationalizes the plans: KPIs, dashboards, expertise

Cons

  • Documentation is good, sometimes is too much
  • Reports and dashboard need to be sustainable, hence excel must be used at max
  • Marketing budget that may include multiple market variables

Return on Investment

  • Clarity on the expectations from Lead campaigns and investment
  • Definition of actionable KPIs and elimination of all "vanity metrics"
  • Knowledge transfer to the organization for managing operations post-engagement

Get your campaigns to flow better.

Use Cases and Deployment Scope

My previous company had grown and we were switching our CRM over from HubSpot to Salesforce. So we needed to make sure that all of the information was going to be entered correctly and not duplicated. We also needed to integrate our marketing software and automation tools within Salesforce, like Outreach.io and Pardot.

Pros

  • Keeps CRM account ownership data clean.
  • Helps the BDR and AE work together more smoothly.
  • Matches existing leads to accounts.

Cons

  • There is a big technical functionality and I don't code.
  • If I was confused I needed to go to the IT department.
  • The permission settings are a little hard to navigate.

Return on Investment

  • Saved time and labor.
  • Made the transfer to Salesforce easier.

Alternatives Considered

Adobe Marketo Engage