Allego

“Allego helped us better understand whether our sellers are finding the content, whether they find that content useful, and whether they’re using the content. We can dig through Allego’s content dashboards and see whether customers are engaging with the content via external sharing reports.”

““That’s unheard of, especially with this new fatigue. It told us that people are really itching to get all the information you can on being successful in a virtual world, because not everybody has that skill set,” said McQuillan.”

““It’s a one-stop shop to eliminate multiple emails, searching through emails and attachments,” said Weidman.”

““DSRs are such a wonderful way to house all of the content in one place,” said McQuillan. “This is a helpful tool for advisors. They don’t have to sift through emails looking for that proposal you sent, or the piece about the OneAmerica story, or the letter of intent, or whatever that is. It’s literally all housed together. And being able to let them know there’s additional content with just a ping has been really, really useful. It’s something our sales leadership was excited about.””

““We found that Allego truly was the common thread through each of the steps of the sales life cycle and a great virtual selling tool,” said McQuillan.”

““We’ve been utilizing Allego to build out a learning course. Now, although everyone might tell their story in their own unique way, we’re all singing from the same song sheet. It’s been a huge help with that as well.””

“It’s been really helpful to have a one source of truth that all staff can access at their leisure… with everything they need to train, reference, and share with customers.”

““The amount of times we got asked, ‘How can we access this on the go? Why can’t I access this with my iPhone?’ Now we’ve got sellers able to access content with their mobile phones. That was a huge win.””

““We would like to make Allego an integral part of the sales efforts at Nuveen, and enhance our sales managers’ ability to coach their teams. We would also like to make Allego an essential tool for onboarding new hires and continued education of existing employees.””

““Qualitatively,” says Ms. Crenshaw, “we are able to bring timely, relevant market information that would have normally taken days or weeks to bring to the sales team.””

“In no uncertain terms, our sales team flocked to Allego to view our experts and their views on the [Brexit] situation. Within 24 hours, this helped the team in their conversations with advisors to share the Nuveen perspective on an important global markets issue.”

“Allego is the single point of truth for everything at Hillman. It’s the hub that gets you anywhere else you want to go.”

““Our reps are much happier and more productive. They save on average 50% less time creating and personalizing DSRs.””

“Today, our customer success team is using digital sales rooms for relationship management. That wasn’t the original intention, but anything that engages a customer in a positive way is good. If you’re not using digital sales rooms, you absolutely should be.”

“I am a huge fan of digital sales rooms,” said Nitschke. “When we first started our digital sales rooms, I created a few templates for new products because our sellers needed a way to cross-sell and get some information about those products. And they did use those templates. Then they started creating their own. They love the feedback. They love the reporting they’re getting at the backend.”

“This feature enables us to efficiently manage 14,000 enrollees. Because Allego was able to do this for us, we were able to move all our clients to a single platform, saving time for our internal teams, who have to deploy this every single day,” said Nitschke. “If you serve a large number of users and you know some of the groups, but not all, I would absolutely ask your customer success team how you could use this Allego feature.”

“When we work with our clients, we don’t have a nicely put-together list of who is going to be in each group,” said Hutton. “A client might have a group of 100 people, and we don’t know any of them. All we know is that they have 100 people who need access to courses A, B, and C.”

“I was very quickly able to spin up a new onboarding course using content that I already had. As part of our onboarding, these new hires now go through the same skills training that we offer our customers, and we use the Allego coaching modules to coach them up. Our sellers get coached by the same facilitators and consultants that coach our client videos.”

“They were able to do things in Allego, go through courses, go through product learning. They were able to get coached automatically, asynchronously, in the course of doing their jobs. I was able to spend my one-on-one time adding value and helping them apply those skills.”

“With new mergers, new companies coming on, new organizations being built in the company, it got very, very difficult to manually onboard people with spreadsheets and sending out links to box videos,” said Eric Nitschke, VP, Commercial Enablement. “Even when I could get somebody to coach, sending things back and forth in email, it just wasn’t scalable, and I was spending all my time explaining things rather than actually adding value.”

“We have 20 off-the-shelf courses that we need to deliver to our clients on a day-to-day basis,” said Doug Hutton, EVP Customer Experience. “Since we went live with Allego 15 months ago, we’ve had over 10,000-course completions in the platform from our clients across 14,000 unique user enrollees.”

“We were able to cater our growth based on the needs of our users. Because at the end of the day, that’s all that matters to me — what do our salespeople need.”

““What we really enjoyed about Allego… was the step forward — the ability to enable our sellers with a real sales AI experience. That’s really what hooked us in.””

“Hard numbers aside, my wholesalers tell me that regularly seeing each other’s faces through the Allego videos helps them feel more connected to one another as a team than ever before. And that's saying a lot about what Allego can do for team building, since the majority of us have worked together for more than 20 years.”

““We use DSRs as a lead nurturing tool — almost a warm handoff from when they know they need a solution to meeting with us and our sales partners one-on-one.””