Simple, Yet Powerful Sales Follow-Up Insights For Salesforce

Never be left in the dark as to why a marketing campaign didn't convert. Align.ly Beacon provides in-depth sales follow-up insights and conversion metrics right on the Salesforce Campaign.

Hey Sales and Marketing!

Stop Fighting Over Lead Quality and Sales Follow-Up!

Align.ly Beacon is the best way to track, measure, and optimize follow-up on Salesforce Campaigns to better align sales and marketing to build quality pipline faster.

Track on Salesforce Campaign Member: All tracking is done at the Salesforce Campaign so you know exactly how campaigns are being followed up on.
Define Go-To-Market Motions: Not every prospect should be treated the same. Define "motions" and align sales and marketing follow-up.
Enforce Response Time SLAs: Speed-to-lead is critical, but tough to track and enforce. Align.ly Beacon makes it a piece of cake.
Enforce Attempts Over Days SLAs: Ensure prospects are getting the attention they deserve by tracking and enforcing attempts over days SLAs.
Track the Follow Up Funnel: For any campaign, know how follow-up is progressing from attempts to connects to opp creation.
Analyze in Dynamic Dashboards: Track, measure, and analyze everything in beautiful, dynamic dashboards with filtering and drill-down capabilities.

Beautiful, Dynamic Follow-Up Dashboards in Salesforce

Visualize, drill-down, and slice-and-dice your follow-up funnel to see exactly what is working and not working.

Dynamic Filtering.: Filtering a standard Salesforce dashboard is very limited, so we built our own custom dashboard with dynamic filtering that is lightning fast!
Custom Visualizations.: We've built custom visualizations - like our follow-up conversation funnel - that isn't possible in Salesforce Dashboards.
Real-Time Updating.: Everything in Align.ly Beacon is real-time from the calculations to the visualizations to the filtering.
Click into Underlying Salesforce Report.: Easily click into each component in the dashboard and view the underlying data in a Salesforce Report.

How it Works

Align.ly Beacon tracks and visualizes sales and marketing follow-up on Salesforce Campaigns.

1 Define Go-to-Market Motions: Not every prospect should be treated the same. A "Motion" in Align.ly Beacon allows you to define criteria and the SLAs for that go-to-market motion.
2 Define Follow Up Actions: "Actions" in Align.ly Beacon are Tasks and Events in Salesforce that represent attempts, connects, and successful outcomes.
3 Configure Business Hours: Distributed workforce? No problem. Connect Users to Business Hours and metrics like Response Time SLAs will be caculated perfectly every time!

4 Add Leads/Contacts into Salesforce Campaigns: Once Align.ly Beacon is set up, all you do is add Leads/Contacts to Salesforce Campaigns like you normally do. Align.ly Beacon does the rest!
5 Follow Up with Leads and Contacts: As the team executes their follow-up strategy, Align.ly Beacon wil track attempts, connects, successful outcomes, opportunity creation, etc.
6 Analyze and Optimize your Performance: The power of Align.ly Beacon comes from our beautiful, dynamic dashboards that give you the insight you always dreamed of in your campaign follow-up funnel.

Core Functionality

Track, Measure, and Optimize your Follow Up Funnel

Align.ly Beacon has all the features you need with the simplicity you require.

Go-To-Market Motions

"Motions" enable you to have different SLAs and funnel insights based on criteria you define.

Follow-Up Actions

"Actions" let you define the Tasks and Events that are attempts, connects, and successful outcomes.

Business Hours

Business hours ensure your response time SLAs are accurate for your distributed workforce.

Response Time SLAs

Based on your "Motions", define exactly the expectation for response times for follow-up of your prospects.

Attempts Over Days SLAs

Based on your "Motions", define how many attempts over X amount of days you expect the team to execute.

Follow-Up Conversion Funnel

Visualize and optimize how your prospects are progressing through the follow-up funnel.

Attempt Distribution

See exactly how many attempts are being made and filter down the dashboard to look at only the cohort you care about.

Response Time SLA Owners

Align.ly Beacon captures who was responsible for the Response Time SLA and "locks in" the owner for historical reporting.

Dynamic Dashboards

Filter, slice-and-dice, and drill-down into our beautiful, dynamic dashboards making answering the hard questions a breeze.

100% Native Salesforce Application

Align.ly Beacon is a 100% Native Salesforce application available on the Salesforce AppExchange. Why is does this matter?

Data Security: Your Salesforce data isn't transmitted or stored. Data stays in Salesforce - a win for your security team!
No Data Syncs: Being a native Salesforce app it means there is no complex syncing or data mapping.
No API Calls: Since your data stays in Salesforce, it means no API calls so you don't have to worry about hitting limits.

Integrates Seamlessly with your Tech Stack

Because Align.ly Beacon works directly with Salesforce Tasks, Events, and Campaigns, it’s compatible with any tool that integrates with these objects. That means if your vendor plays well with Salesforce, Beacon plays well with your vendor.

Ready to take the next step? Request a demo today.

We will follow-up with you shortly to schedule a day/time that works for you and your team.

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Frequently Asked Questions

Have a different question and can't find the answer you're looking for? Please contact us!

How long does implementation typically take?: We can often install and fully configure Align.ly Beacon in about 1 hour!
Is there a free trial?: Yes! We highly encourage you to start a free trial which includes our white glove onboarding. We want to ensure you'll be successful with Align.ly Beacon before committing to a purchase.
Can a trial be extended beyond 7 days?: Yes! We are happy to extend the trial beyond 7 days as long as you are working with a member of the Align.ly team to prove out the value of Align.ly Beacon.
Is Align.ly Attribution SOC2 certified?: Being a native Salesforce application it means we don't store of transmit your Salesforceforce data, so you get all the security of Salesforce, which is SOC2 certified.
What does an organization-wide license mean?: An organization-wide license means every user in your Salesforce orgnaization is licensed for Align.ly Beacon. We don't believe in complex, expensive user-based pricing.