Item: Align.ly
Rating: 8
Author: Verified User

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 and Cons

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

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

I wasn't part of the selection process, but I know the customer service at Align.ly is really good.

Key Insights

Do you think Align.ly delivers good value for the price?

Not sure

Are you happy with Align.ly's feature set?

Yes

Did Align.ly live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Align.ly go as expected?

Yes

Would you buy Align.ly again?

Yes

Likelihood to Recommend

One of the things that Align.ly was well suited for is the mass importation of our total addressable market into Salesforce from Zoominfo. They made it really easy to get accurate data in the system. But, sometimes the system will get confused if there is more than one account a lead could go into.

Get your campaigns to flow better.

Overall Satisfaction with Align.ly