Evotix Moves from Complexity to Clarity with Allego Digital Sales Rooms

Situation: Shifting to a Virtual Sales Process

The COVID-19 pandemic forced businesses everywhere to adapt overnight, and Evotix—a global provider of health and safety management software—was no exception. With 300 employees worldwide, the company had to quickly reimagine how to engage stakeholders virtually and enable sales teams in a fully digital environment.

The transition exposed major pain points: content was scattered across two separate systems, making it difficult to track and control what reps shared. Online demos replaced in‑person meetings, but capturing and holding stakeholder attention in virtual settings proved difficult. At the same time, sales and customer success teams faced a steep learning curve when adopting new technology, and there was no central way to administer tools, content, and coaching.

Challenge: Inefficiencies, Engagement, and Adoption

Evotix’s fragmented systems created inefficiencies and inconsistent messaging. Reps struggled to find content and spent too much time building Digital Sales Rooms (DSRs), reducing their selling capacity. Virtual engagement felt flat compared to in‑person interactions, and adoption of new technology lacked structure. Evotix needed a unified system that could simplify content management, streamline DSRs, and support coaching in a virtual‑first world.

Solution: A Unified Platform with Allego

In December 2023, Evotix partnered with Allego to implement Digital Sales Rooms on a fast two‑month migration from their previous platform. With Allego’s support, the company successfully moved 600 live rooms and 2,000 pieces of content in just eight weeks.

Guided personalization templates transformed DSR creation, helping reps efficiently personalize rooms while maintaining brand consistency. Embedded video functionality enabled more dynamic and engaging experiences. Allego also provided enablement sessions that coached reps on what to personalize and how to align content with each stage of the buyer journey.

Change was championed from the top down. Leadership clearly communicated the benefits of Allego across the organization, driving rapid adoption and buy‑in. The result was a streamlined, unified system for DSRs, video, and coaching—empowering reps to focus more on selling and less on administrative tasks

Results: Productivity, Engagement, and Seamless Handoffs

The impact of Allego’s platform was immediate and measurable.

Efficiency improved dramatically, with guided personalization templates cutting DSR creation time by 50%. Reps gained valuable selling time and felt more motivated and productive. Stakeholder engagement also grew, with an average of four contacts engaged per deal, leading to stronger deal closure rates and higher win rates.

By consolidating DSRs, video, and coaching into one system, Evotix simplified workflows and boosted productivity. The use of DSRs also improved customer handovers, creating a single source of truth throughout the lifecycle of each client relationship. The result was smoother collaboration between sales and customer success and a stronger, more consistent customer experience.