Align Team Roles help create a blueprint to show which roles and stakeholders need to participate in different steps of the buying process.
Check out this video as Head of Align Tom Williams walks through Team Roles.
Map members on the buying and selling teams to the roles you create and add those roles to specific milestones. Improve collaboration and alignment to determine who’s responsible for what part of the buying process.
For Reps:
Reps can map different buyer teammates to each stage of your deal. This ensures the right people are involved in different deal stages and that everyone on your team has visibility into which people on your selling team will drive the deal.
For Managers:
Managers can use Align to ensure reps know which roles to involve in a deal. This is especially true for new reps that are ramping up. Managers can also check that reps use the right resources from your sales ops team for assistance.
For Buyers:
Buyers want to know who is involved on their team for each step of the buying process. Align lets buyers see where things are blocked and lets them pull the right teammates in as needed.
Add Team Roles to your Align Plans today by navigating to your Organization settings in Align (https://align.clari.com/settings). Once Roles are added, you can add them to your new and existing plans and templates.
