Align.ly
Attribution
Multi-Touch Marketing Attribution and Full Funnel Reporting for Salesforce.
The Go-To-Market Operations CompanyWe Help Growth CompaniesGrow Faster
We craft simple, intuitive Salesforce applications to help B2B GTM Ops teams support sales and marketing with scalable, predictable growth.
Our Products
Automate and Scale Go-To-Market Operations
GTM Ops is all about doing more with less, while keeping your tech stack simple and scalable. Align.ly's Salesforce apps help go-to-market operations teams deliver on these goals.
Our Solutions
Connect Your Go-To-Market Journey from Engagement to Revenue
Understand what drives pipeline, give sales the context to follow up, and connect leads, contacts, accounts, and opportunities. Our solutions bring reporting, attribution, and automation together—all within Salesforce.
Full Funnel Reporting
See how prospects progress from first engagement to closed-won revenue. Identify bottlenecks, compare cohorts, and turn funnel insights into action—all inside Salesforce.
- Cohort-Based Reporting
- Follow the same cohort from first engagement through closed-won revenue.
- Customizable Funnel Stages
- Build a funnel around the milestones that matter to your business.
- Dynamic Filtering
- Slice your funnel by the dimensions that matter, without rebuilding reports.
- Interactive Drill-Downs
- Move from a high-level metric to the underlying Salesforce records.
- Conversion Rate Analysis
- Pinpoint where prospects drop off and measure progression at every stage.
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Multi-Touch Attribution
Understand which touchpoints drive pipeline and revenue—all within Salesforce.
- Account-Based and Opportunity-Based Attribution
- Capture engagement across the entire account or focus on contacts associated with each opportunity.
- Five Leading Attribution Models
- Compare First Touch, Last Touch, Equal Touch, U-Shaped, and Time Decay to understand how touchpoints contribute to results.
- Salesforce Campaigns as Touchpoints
- Use Salesforce Campaigns to track the interactions that matter to your business—from marketing engagement to sales activities.
- Retroactive Attribution Using Existing Campaign Data
- Apply attribution to historical Salesforce Campaign engagement so you can uncover insights without starting from scratch.
- Sourced, Accelerated, and Influenced Pipeline & Revenue
- See which campaigns generate pipeline, engage buyers during open opportunities, and contribute across the buying journey.
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Buying Journey Insights
See how each buying journey unfolds with a timeline of the touchpoints leading up to and during an opportunity. Explore who engaged, when they engaged, and the details behind each interaction—directly from the Salesforce Opportunity record.
- See Every Touchpoint on an Opportunity Timeline
- Visualize the sequence of interactions that shape each buying journey.
- Understand Engagement Before and During the Opportunity
- Explore Sourced touchpoints leading up to opportunity creation and Accelerated touchpoints throughout the open opportunity.
- Explore the Journey Directly from the Opportunity Record
- Give your team buying journey insights where they already work—all within Salesforce.
- Customize Touchpoint Details and Tooltips
- Choose which fields appear so your team can explore the context that matters most.
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Sales Follow-Up Tracking
See how your sales team follows up with campaign members - from the first attempt to the final outcome. Track progress, measure conversion rates, and identify gaps in your follow-up process - all within Salesforce.
- Follow a Consistent Sales Follow-Up Process
- Give your team a shared framework for following up and recording progress.
- Track Follow-Up Status, Attempts, and Outcomes
- See who has been contacted, how many attempts were made, and the results—all within Salesforce.
- Visualize the Follow-Up Funnel and Conversion Rates
- Understand how campaign members progress through each follow-up stage and where conversions drop off.
- Identify Follow-Up Gaps and Opportunities to Improve
- Spot missed follow-ups and stalled engagement so you can focus on the areas that need attention.
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Lead Response SLAs
Give your sales team clear expectations for how quickly to respond and how persistently to follow up. Configure SLAs for response time and follow-up attempts, tailor them to your business criteria, and measure performance within your business hours—all within Salesforce.
- Make Follow-Up Urgency and Effort Clear
- Help reps understand which prospects need attention and how many follow-up attempts are expected.
- Configure Response Time and Follow-Up Attempt SLAs
- Set deadlines for the first response and define the number of attempts required over a specified number of days.
- Set SLAs Based on Custom Criteria
- Apply different follow-up expectations based on the criteria that matter to your business.
- Measure SLAs Using Business Hours
- Calculate SLA deadlines using your business hours so nights, weekends, and holidays outside your schedule don’t count against your team.
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Lead-to-Account Matching
Connect leads to the right accounts so your team can see prospects alongside existing contacts and account activity. Match new leads in real time, create accounts when needed, and match existing leads across your Salesforce database.
- Get a Holistic View of Each Account
- Bring matched leads into your account view so your team can understand engagement across prospects and contacts.
- Match Leads to Accounts in Real Time
- Automatically connect incoming leads to matching accounts so your team has account context from the start.
- Automatically Create Accounts
- Create accounts when no matching account exists, helping your team organize prospects as new companies enter your pipeline.
- Backfill Your Existing Salesforce Database
- Match existing leads to accounts to uncover relationships already in your Salesforce data.
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Lead Auto-Conversion
Bring prospects into your account-based sales process by automatically converting leads to contacts under the right accounts. Help your team work from Contacts and merge matching leads into existing contacts during conversion—all within Salesforce.
- Enable Your Team to Work Exclusively from Contacts
- Bring new prospects into Contacts so your team can manage relationships in one place.
- Support an Account-Based Go-To-Market Motion
- Associate converted contacts with the right accounts so your team can engage prospects within the context of each company.
- Automatically Convert Leads to Contacts
- Convert eligible leads using configurable criteria to reduce manual work and keep your sales process moving.
- Merge Duplicates on Conversion
- Merge matching leads into existing contacts during conversion to keep engagement history connected and reduce duplicate records.
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Lead Routing
Get prospects to the right sales rep with automatic ownership updates based on their matched account. Work with your existing Salesforce Lead Assignment Rules and Flows to keep routing consistent as new leads arrive and account ownership changes.
- Keep Prospects with the Right Sales Rep
- Route matched leads to the Account Owner or another User Lookup field on the account so the team responsible can follow up.
- Update Lead Ownership in Real Time
- Automatically update lead ownership when a match is made, giving your team clear responsibility from the start.
- Integrates Seamlessly with Salesforce Lead Assignment Rules and Flows
- Combine account-based routing with your existing Salesforce automation to support your lead assignment process.
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Auto-Associate Contact Roles
Build a more complete view of the buying team by automatically connecting engaged contacts to relevant opportunities. Use configurable rules to keep Opportunity Contact Roles populated and reduce manual work for your sales team—all within Salesforce.
- Build a More Complete View of the Buying Team
- Connect engaged contacts to relevant opportunities so your team can see more of the people involved in each deal.
- Automatically Associate Contacts Using Configurable Rules
- Define which contacts to associate based on engagement, timing, and criteria that fit your business.
- Eliminate Manual Contact Role Maintenance
- Automatically add Opportunity Contact Roles so your sales team can spend less time updating records.
- 100% Free
- Get automated Contact Role association at no cost—all within Salesforce.
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