Learning Center
Use Cases
Step-by-step workflows for a goal, like a deal review or coaching a rep.
For Sales · 1 minGuideA rep's daily workflow in ScalignScalign fits into your day-to-day sales work, so every meeting becomes a living account playbook and the next moves to advance the deal. Here's the flow.ReadFor Sales · 2 minGuidePrioritize and qualify your dealsCombine ICP fit and deal health to decide which deals to push, which to save and which to qualify out.ReadFor Sales · 2 minGuideFollow up after a meetingSend a follow-up written from what was said, update your CRM and book the next meeting, all from the meeting summary.ReadFor Sales · 1 minGuideAsk anything about a meetingAsk the assistant about any meeting in plain language: what was agreed, what worried the buyer, what they said about budget and timing.ReadFor Sales · 3 minGuideAct on Suggested MovesWhat Suggested Moves are, how they differ from the commitments captured in a meeting, and how to get them done without leaving the page.ReadFor Sales · 4 minGuideUse email context in a dealUse what buyers write over email, alongside your meetings, to prep, keep track of promises and see which way a deal is moving.ReadFor Sales · 2 minGuideSpot deals losing momentumUse deal health and suggested moves to catch a deal that is going quiet while you can still do something about it.ReadFor Revenue Leaders · 2 minGuideReview your pipeline healthRun your weekly pipeline review on deal health: see which deals are on track, which are slipping and why, without chasing reps for updates.ReadFor Revenue Leaders and Sales · 2 minGuideRun a win/loss reviewCompare the deals you won and lost using what buyers actually said, and find the reasons, objections and people that made the difference.ReadFor Sales, Revenue Leaders and Marketing · 2 minGuideSet up and use your ICPDefine who your best-fit buyers are, so Scalign scores every company you meet and you know which deals to prioritize.ReadFor everyone · 2 minGuideUse Scalign in Claude and ChatGPTConnect Scalign to Claude or ChatGPT and ask about any account, meeting or deal right where you already work.ReadFor Marketing and Revenue Leaders · 1 minGuideSee what buyers say by segmentFilter objections, pains and alternatives by any ICP attribute, like country, industry, company size or CRM, to see what one segment of buyers cares about.ReadFor Sales · 2 minGuideGet the most out of Scalign: SalesBest practices for reps: prep from the playbook, make the best move on each account, prioritize by ICP fit, follow up fast and ask instead of searching.ReadFor Revenue Leaders · 2 minGuideGet the most out of Scalign: Revenue LeadersBest practices for sales leaders: run deal reviews from the evidence, coach from real meetings, spot patterns across deals and prep the forecast call.ReadFor Marketing · 3 minGuideGet the most out of Scalign: MarketingBest practices for marketers: write from buyers' own words, check your messaging, build decks and collateral from real data, collect customer proof and track competitors.ReadFor Customer Success · 1 minGuideGet the most out of Scalign: Customer SuccessBest practices for CS: take over accounts with full context, prep renewals and QBRs, and catch risk and expansion signals early.Read