Allego

““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.”

“If you’re not using digital sales rooms, you absolutely should be.”

“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,”

“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.”

““It’s a great way to get information to customers without pinging them all day long. Information can be customized for one group or one customer, and the reps can participate. We can put all the content we want in there, but once reps get the link, they can change that content. It’s not set in stone because everything’s evolving.”

““We were able to take care of our customers and we had all the resources needed for our reps in Allego,” said Babineau. “With COVID, we were all siloed. We needed people to feel like they were still part of something. So we used Allego to make videos. We ran promotions and contests. It was fun. We got weekly updates from our leaders and we felt like we were connected as an organization.””

““I can’t get into my hospitals,” said Babineau. “I can’t get into my clinics. I have patients calling that need braces. What am I going to do? Luckily, we had Allego. This was 24/7 access to everything we needed. We just needed to do it a little bit differently.””

““The way we needed to train people, and the way they needed to learn, was changing,” said Tania Babineau, Senior Manager of Sales, Training and Education for Bracing and Support. “We have a heavy reliance on distributor partners all over the country. And we had a team of one trainer. We needed a way to get our message out effectively, but we had no budget. We had no bandwidth. Our morale was dipping. So we brought on Allego.””

““I was competing for distribution partners’ time because they’re allowed to sell other lines,” said Jim Brewer, Vice President of Sales, US Bracing & Support. “So I needed to be able to communicate with them very efficiently, and I needed to engage them at a high level because I want them selling Enovis the second they wake up and all day long.””

““It’s amazing. It’s innovative. Allego has been the most pivotal tool that we’ve brought on.””

““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.””

“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.”

“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.””

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

““Even people who weren’t the primary Allego users, like relationship managers, plan managers, transition managers, began to use DSRs. It’s widespread throughout our retirement services division,””

““DSRs are such a wonderful way to house all of the content in one place,””

““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.””

““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,””

““When we heard about Allego, we thought, ‘Oh, this is a perfect way, an interesting and unique way, to get in front of those advisors rather than an email,’ because who needs another email in their inbox?"”