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Are you looking for alternatives to Aligned to help your sales team convert more leads?
Allan Formigoni
October 7, 2024
•
10 mins
Does your team run customer onboarding and sales in HubSpot? You should check out what Arrows can do.
The customer collaboration platform offers good AI-powered sales deal room capabilities, but some users have expressed concerns about the tool’s UI and customization options.
We researched dozens of similar software, reviewed verified customer reviews on G2, and talked to real users to create a detailed list of the seven best Aligned alternatives in 2024.
This guide covers each platform’s features, pricing, pros/cons, and use cases to help you make a better-informed decision.
Before we begin, let’s review why sales and customer success teams might consider switching from Aligned ⤵️
Aligned is an AI-powered customer collaboration platform built for sales and customer success teams that helps you orchestrate your deals with:
Despite that, a few of Aligned’s current customers have expressed some concerns about the software. ⤵️
Some verified users of Aligned note that the tool’s UI can be challenging to use.
The platform’s interface has been described as ‘’very difficult’’ to scroll and change screens, and to go back and forth between tasks and areas.
‘’Very difficult to scroll and change screens and go back and forth between tasks and areas.’’ - G2 Review.
Another verified customer of Aligned mentions how they’d like the page views to be customizable to their and their client’s branding.
Personalizing the sales rooms to the client’s branding or your branding would make your rooms look more professional and improve the selling experience.
‘’I wish the page views could be more customisable for our or the client's branding to make the experience more personal.’’ - G2 Review.
Here are the best Aligned alternatives that best address the challenges faced by sales teams:
#1: Arrows - Create client-facing personalized sales rooms and onboarding plans that sync data to your HubSpot account.
#2: Bigtincan - Prepare your sales team to close the deal.
#3: DealHub.io - Build and send out quotes, contracts, proposals, and invoices.
#4: Trumpet - Send personalized sales rooms.
#5: Qwilr - Design and send out sales proposals and collateral in web format.
#6: Mediafly - Build custom dashboards, ROI and impact reports.
#7: Highspot - Measure the performance of your sales team and train them.
Arrows is the best Aligned alternative for HubSpot sales and customer success teams looking for separate purpose-built tools for sales and onboarding.
Full disclosure: Even though Arrows is our platform, we aim to provide an unbiased perspective on why Arrows is the best Aligned alternative for sales teams on the market in 2024.
Ensuring that your sales team and prospects are aligned during the onboarding process can be difficult.
Arrows lets you send sales rooms and onboarding plans to your prospects, enabling your sales team to steer the conversation, create momentum, and secure more deals.
❗Note: Arrows was built for teams that run on HubSpot. If your team does not operate on HubSpot, you can scroll down to review other alternatives.
Now, let’s discuss the features that 👇 make Arrows an ideal Aligned alternative available for sales teams on HubSpot.
You do not have to lose deals because your sales team is underprepared or blurry next steps with your leads.
With dynamic pages that keep prospects engaged, Arrows sales rooms let you close deals quicker and increase your sales team’s close rates.
The way it works is that sales rooms help your sales team simplify deal management by tracking milestones and getting real-time alerts of when tasks are completed.
💡Our customers are achieving a 44% higher win rate with our digital sales rooms compared to the average win rate for deals over the last 12 months.
Arrows sales room lets you connect to Deals in HubSpot.
With Arrows sales rooms, you can equip your sales team with everything that they need to sell, such as:
💡 You can also replicate your best sales reps by using templates to enforce a winning process.
Our sales rooms simplify follow-ups by replacing the traditional email without overwhelming prospects with links.
Once activated in your HubSpot account, Arrows sales rooms can be set up from any existing deal.
You can edit and publish the sales rooms directly through the Arrows app, enabling you to personalize each room to your leads.
Your team will then receive updates on room engagement, including views and updates, via the deal’s activity feed.
💡 It is possible to link sales rooms in email snippets sent from your HubSpot account, keeping everything connected.
Arrows helps you create client-facing onboarding plans that attach to your HubSpot deals, tickets, and custom objects.
Our tool gives your sales team shared visibility into onboarding progress and an easy-to-follow path to success for your new customers.
💡 Arrows is rated the #1 App for Customer Success in the HubSpot Marketplace.
Arrows’ HubSpot integration makes it possible to keep all your new client onboarding out of the platform.
The software is designed to let your customers access their onboarding plans and complete their assigned tasks.
Each plan has tasks that are grouped into phases. The tool guides your new customers to the next task they need to complete.
You can take your customers to a focused view of each task, which has different task types (from inserting a Google Doc to scheduling a meeting).
Our software then syncs 50+ data points with your HubSpot property, enabling your customer success team to run and keep track of your entire onboarding process inside HubSpot.
Each deal is connected to an Arrows plan powered by our data, which is synced in real-time to your HubSpot platform.
There, you can trigger automation and get live reports.
What is different about Arrows? The platform combines workflow automation with a simple UI embedded in HubSpot.
Our tool aims to keep prospects engaged and focused on the deal.
Case study: Level Effect increased their internal efficiency by consolidating the customer journey with Arrows and HubSpot.
Through early intervention, the brand gets insights into individual and cohort progress and can increase student performance.
💡 Take a look at our customer success guide that will show you how to set up your HubSpot account to run effective customer success.
Keep your customers moving through the onboarding funnel with Arrows onboarding plans.
By providing onboarding checklists for your users to complete, you can reduce the onboarding time and increase your team’s capacity.
Here’s why customer success teams choose Arrows onboarding plans:
💡 Our customers are achieving 2x+ faster onboarding on average when using Arrows onboarding plans for the first 6 months.
The software makes it easy for your customers to perform tasks such as uploading files and filling out form fields. The data then syncs back to HubSpot.
Your team will also get access to Arrows onboarding insights, which will help your team uncover insights from your customer onboarding process.
With Arrows onboarding insights, your customer success team will be able to uncover:
Arrows has three pricing plans:
💡 Unlike Aligned, our pricing is not based on user seats, which benefits larger teams.
You can try Arrows for free! Start your free trial with Arrows by connecting customer-facing onboarding plans to HubSpot deals, tickets, or custom objects with just a few clicks.
Not sure, yet? Schedule a demo to learn more about the tool.
✅ Digital sales rooms that increase your team’s close rates.
✅ Seamless data sync with HubSpot records.
✅ Easy-to-use platform with an interactive interface.
✅ Track buyer engagement across the sales rooms.
✅ Onboarding insights.
⚠️ Built for sales teams that run on HubSpot.
⚠️ Simple dashboard with less data compared to other tools because all of the power is synced into HubSpot.
➡️ The main difference between Arrows and Aligned is that Arrows has separate purpose-built tools for sales rooms, onboarding plans, and client portals to manage the entire sales process out of one platform with the tools you need at each stage.
On the other hand, Aligned has one broad tool that fits multiple use cases for sales and onboarding.
Arrows also allows for complex workflows out of HubSpot.
For example, you can dynamically show or hide tasks based on information in HubSpot, lock gates based on progress in the plan, and access dynamic capabilities like autocomplete, dynamic due dates, and dynamic visibility.
Arrows data and analytics all sync back into HubSpot, which gives sales and customer success teams more reporting capabilities and visibility to present to teams outside of the tool.
➡️ Aligned is the better alternative for teams on Salesforce that want to create deal rooms and onboard new clients.
The tool also has AI-powered replying capabilities that keep your customers engaged 24/7 without your sales team being present.
Arrows has a much simpler UI than Aligned, which is why our customers can keep their prospects engaged and focused on what’s left to close the deal.
Best for: Preparing your sales team to close the deal.
Similar to: DealHub.io.
Bigtincan is a sales enablement platform that helps you prepare your sales team to be prepared for crucial sales calls.
The software is a viable alternative to Aligned because it offers more customization options to customize the UI to match your prospects’ brand.
Bigtincan’s sales AI feature helps your sales team find the answers they need quickly.
The AI assistant can also generate:
Bigtincan does not disclose its pricing. Your team will have to contact them for a demo and a quote.
✅ Easy management and distribution of sales collateral.
✅ AI-powered assistant that helps you with narrating videos and drafting emails.
✅ Interactive presentations of your product.
⚠️ Some users might experience a steep learning curve due to too many features.
⚠️ Integration with certain CRMs like Oracle could be worrisome.
Best for: Building and sending out quotes, contracts, proposals, and invoices.
Similar to: Qwilr.
DealHub is a sales enablement tool that helps sales teams close more deals with a guided selling solution.
The tool is a good alternative to Aligned for sales teams that want to create better quotes, contracts, proposals, and invoices.
DealHub’s agile billing helps your finance team control the entire revenue stream by managing customer subscriptions, amendments, tiers, and consumption-based pricing.
The tool lets you ensure accurate billing schedules and get your invoices paid on time.
Similar to Bigtincan, DealHub does not have public pricing.
You’d have to contact them to receive a product demo and a quote.
✅ Advanced contract and invoice management.
✅ Create and send out personalized proposals, contracts, and invoices.
✅ Tabulates all pricing into one document.
⚠️ Pricing is not transparent, with users reporting the tool has a complex pricing structure.
⚠️ The platform may be hard to set up for some teams that do not have the technical resources.
Best for: Sending tailored sales rooms.
Similar to: Qwilr, Arrows.
Trumpet is a sales enablement and customer onboarding platform that helps you send out tailored sales rooms and onboarding plans.
The tool is a viable Aligned alternative, as it gives teams access to buyer signals and insights to focus on deals with a high conversion potential.
Trumpet lets you personalize your digital sales rooms and onboarding plans with as little effort as one click.
The tool lets you automatically personalize Pod templates for different use cases with custom variables.
Trumpet offers a free plan that lets you access all Scale plan features for up to 10 Pods.
In the freemium plan you can add unlimited users and access 30+ integrations, the tool’s analytics, and mutual action plans.
To access the software’s advanced features and unlimited Pods, you will need to sign up for one of their three paid plans:
Note: Trumpet is a UK company that displays its pricing only in GBP (£). The brand also states that it accepts payments in USD ($).
✅ One-click personalization of sales rooms.
✅ Pre-made templates that can be customized to your prospects.
✅ Advanced analytics into user interactions and buying intent.
⚠️ Some users report limited customization of widgets.
⚠️ Contract e-sign tool may not be as intuitive and easy to use as with other alternatives.
Best for: Designing and sending out sales proposals and collateral in web format.
Similar to: DealHub.
Qwilr is a sales proposal software that lets you design and send out interactive proposals in web format to improve your close rates.
The tool is a viable alternative to Aligned for teams that want to move customers to the next steps by shortening the buying process and making it easier to sign up.
Qwilr helps you create beautiful sales proposals from ready-to-use templates.
The template gallery has advanced blocks, such as ROI calculators, interactive pricing, and calendar links.
The platform has two pricing tiers:
💡 You can review our Qwilr pricing guide that goes over price reports that we were able to find, as well as discounts.
✅ Pre-made customizable templates for proposals.
✅ Deep HubSpot and Salesforce integrations.
✅ Good analytics and insights into prospect engagement.
⚠️ Some users find the editing and customization options to be limited.
⚠️ Lack of reporting and dashboard functionality.
Best for: Building custom dashboards, ROI and impact reports.
Similar to: Bigtincan.
Mediafly is a revenue orchestration platform that helps you engage buyers, prepare your sales team, and quantify deal value.
The tool is one of the better Aligned alternatives for teams that want to equip sales teams with everything they need to engage buyers and optimize performance in the long term.
Mediafly helps you deliver personalized interactions at scale with the tool’s generative AI chatbot, Iris.
Similar to Aligned’s AI copilot, Iris provides quick answers to your clients and can generate content.
Mediafly does not publicly disclose its pricing but has provided information on its product lines.
The platform has four subscription tiers:
✅ AI assistant that helps you engage your customers when your sales team is not there.
✅ Advanced insights into the entire buying journey.
✅ Manage all of your revenue operations from one platform.
⚠️ Users are not very satisfied with the platform’s search function.
⚠️ Pricing is separate for the four different products.
Best for: Measuring the performance of your sales team and training them.
Similar to: Accord.
Highspot is an AI-powered sales enablement platform that offers sales solutions and analytical capabilities to measure the performance of your sales team.
The platform is a good alternative to Aligned for teams that are looking for more detailed and actionable insights into their digital sales rooms’ performance.
Highspot lets you coach your sales team by using AI to analyze sales calls and the performance of your sales playbooks.
Highspot does not disclose its pricing, so your team will have to contact them to get a quote.
💡 You can review our Highspot pricing guide that uncovers how much the platform costs, as well as paid add-ons.
✅ The ability to train your sales reps with AI-powered coaching.
✅ You can evaluate the performance of your sales playbooks.
✅ AI-powered copilot that helps you find what you need in the CMS.
⚠️ The tool might have a steep learning curve for some customers.
⚠️ Set up and maintenance can be time-consuming for smaller sales teams.
Each sales enablement platform we reviewed has its strengths, weaknesses, use cases, and pros & cons.
We went over the seven best Aligned alternatives, covering each of them in-depth.
Built for teams on HubSpot, Arrows has separate purpose-built tools for sales and onboarding.
If you’re looking for a sales enablement platform that offers:
Then you can start with Arrows for free.
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Average review on G2, an independent review site
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