Align Home

Overview

Align Home is a centralized collaborative space for sellers and buyers to drive deal execution and visibility—providing a summary view of the deal’s objectives, progress, calls, and resources. It is easy to create and maintain so a seller doesn’t have to coordinate multiple buyers via email, and the champion can point all members of the buying council to the Workspace and Align Home for a quick status update to get up to speed.

Align Home will help you: 

1. Sell when you aren’t in the room: Consolidate all info and progress of the deal for your champion to sell without you present

2. Sell to new buyers: Any new buyers can get a quick status update asynchronously, without endless meetings or emails

3. Become their partner, not just another vendor: Use the workspace as an artifact of the partnership with your champion to demonstrate your understanding of their pains, progress against their challenges, and trust for any new buyers

4. Accelerate deal cycles: Get any new sellers or buyers up to speed fast and reduce meetings and conversations needed to get on the same page.

5. Establish Credibility: Distinguish your sales cycle by being organized from day 1, with a plan and centralized place to track deal execution, necessary documentation, and signoffs from different parts of the buyer’s org.

Use Cases

• Sellers/Managers: Drive collaboration and best practices for your reps using Align and its centralized workspace for managing deals. Easily inspect deals because the all the data to inspect is in one place.
• Buyers: Get answers quickly and in a centralized place that has all the context—this moves deals faster when it comes to getting people on the buyer's team up to speed.

How To Set Up an Align Home

Seller - Create and Collaborate with a Workspace

1. To create a Workspace from Clari Web, click the Opportunity you want to create a Workspace for. If the Opportunity has no workspace, then in the Insights Panel on the right side, you'll see Create Workspace in Align—click that to create a Workspace. Create with or without a template—no plan is required—then hit the Save button.

Note: You can also create a Workspace from Align by clicking the Create Workspace button from the Align Home Dashboard.

2. Add a customer Logo by clicking Add Logo.

3. Update the Welcome Message by clicking on the Welcome Message Body and Title.

4. Customize the Home tab: Add content blocks by clicking the Add Block button in the left corner of any content block to highlight Objectives, Next Steps, Assets, and Calls.

Click Add Block and Select Objectives to pull in existing Objectives and customize the title and description: 

Click Add Block and Select Next Steps to pull in next steps from existing Milestones and Actions or create new ones: 

Click Add Block and Select Assets and Calls to pull existing assets from the library, Copilot call recordings, or web links. Choose Hero Shot to highlight a particular asset or a Gallery to highlight multiple assets:

Click add from Align in an Assets and Calls Content Block to add Library assets from Align and call recordings from Copilot:

Note: You can edit the titles of any of the content blocks and add or remove them at any time. If you have no next steps the plan tab will not be shared while using presentation mode.

Buyer - Collaborate with a Workspace

1. Invite a Buyer to join your Workspace

2. Buyer engagement with the Home tab: 

1. Welcome Message - View and update content in the welcome message.
2. Objectives - View and update objective content or add additional objectives.
3. Next Steps - View existing milestones/actions and add additional ones—buyers will not be able to remove milestones created by the selling team.
4. Assets and Calls - View and add assets and call records—buyers will not be able to remove assets added by the selling team.