To help you make the most of our features, we have created a guide divided into three essential areas: Setup, Sales, and Financial & Performance Management.
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1. Learn How to Set Up Ally and Register Your Products
📌 Objective: Configure the system according to your preferences and register the products offered by your agency.
What you will learn:
✅ Understand how to customize the system to fit your needs.
✅ Add and manage your own products on the platform.
✅ Control your portfolio by selecting which items will be available for quotations.
📚 Udemy Course:
🔗 Learn How to Set Up Ally and Register Your Products
💰 2. Sell Exchange Programs with Ally Hub
📌 Objective: Learn how to use the main tools to create quotes and track customers.
What you will learn:
✅ Create personalized quotes for key products.
✅ Edit previously created quotes.
✅ Create diverse payment plans.
✅ Manage clients and track interactions.
✅ Monitor customer progress in the sales funnel.
📚 Udemy Course:
🔗 Sell Exchange Programs with Ally Hub
📊 3. Financial Control and Performance Tracking with Ally
📌 Objective: Improve financial management, lead acquisition, and performance monitoring.
What you will learn:
✅ Manage receivables and accounts payable.
✅ Record payments within the platform.
✅ Track agency earnings from commissions.
✅ Generate more leads using marketing tools.
✅ Monitor team performance with reports and dashboards.
📚 Udemy Course:
🔗 Financial Control and Performance Tracking with Ally