The Allego Modern Enablement Suite helps companies curate content, ready teams, and engage their prospects, clients, and customers. The Allego Modern Enablement Suite consists of the following products, which may be purchased together as a suite or separately as individual products:

Allego Modern Learning

Allego Modern Learning is a software-as-a-service product available on the Allego Modern Enablement Suite and enables users with on-demand training and access to knowledge to improve their skills and performance. Allego Modern Learning includes the ability to create and utilize an unlimited number of internal content channels and is available for sales team usage as well as enterprise-wide usage.

Allego Modern Content

Allego Modern Content is a software-as-a-service product available as part of the Allego Modern Enablement Suite and provides powerful capabilities to help marketers, sellers, and enablement teams organize, manage, distribute, and activate content to help sellers engage their buyers. Allego Modern Content includes the ability to create and utilize unlimited internal content channels, and share individual content items externally.

Allego Conversation Intelligence

Allego Conversation Intelligence is a software-as-a-service product available as part of the Allego Modern Enablement Suite. Sold in conjunction with Allego Modern Learning, Allego Conversation Intelligence enables sales teams to create a culture of coaching and experiential learning based on deep call, market, and deal intelligence to improve business outcomes.

Allego Digital Rooms

Allego Digital Rooms, part of the Allego Modern Enablement Suite, enable sellers or other customer-facing personnel to create personalized and convenient buying experiences that differentiate and accelerate sales cycles. Allego Digital Rooms allow communication, content sharing, and alignment between sellers and buyers utilizing a powerful suite of features developed by Allego to maximize a seller’s productivity and reach. Users are enabled to create an unlimited number of Allego Digital Rooms and share an unlimited amount of external content. Allego Digital Rooms include limited access to internal and external content channels in order to organize content for the sole purpose of sharing content externally with customers/clients. Customers may not use external channels to distribute content to internal audiences or leverage channel features as a generalized content management product.

Allego Partner Portal

Allego Partner Portal (also known as Allego Channel Sales Enablement) is a product available as part of the Allego Modern Enablement Suite and provides capabilities to empower partner and/or channel reps with the necessary skills, knowledge, and content to engage buyers and win. Allego Partner Portal includes a comprehensive suite of tools to activate partner channels, onboard and train channel sellers, manage channel sales content, coach and create top performers, launch products and processes, and prospect and sell virtually.

Allego Enterprise-Wide Learning

Allego Enterprise-Wide Learning is a core product within the Allego Modern Enablement Suite, designed to equip employees across departments and roles with the knowledge, training, and resources they need to excel. While this solution supports a broad range of teams, client-facing revenue teams are not eligible to use this product. With on-demand access to engaging learning content and interactive courses, organizations can drive continuous skill development, improve knowledge retention, and foster a culture of growth.

USER DEFINITIONS

All Allego software-as-a-service products are sold based on Named User subscriptions. A Named User subscription is defined as a User subscription assigned to a specific named individual (a “Named User”), and which cannot be used by or transferred to any other individual. NOTE: the only exceptions are (i) if the Named User’s employment is terminated, or (ii) if a Named User is transferred to a new position within the Allego customer’s (or Allego customer’s partner/associated entity’s) enterprise where the Named User no longer requires access to or use of the Allego products in their new position. In the case of (i) or (ii) the Named User subscription may be transferred to a new Named User.

MANDATORY & RECURRING SERVICES

Allego Customer Success Services

A valuable component included as part of all Allego SaaS offerings, Allego Customer Success Services provides the Customer with a comprehensive customer success and support package that includes initial onboarding, ongoing engagement, and technical support services. Allego Customer Success Services are available for use throughout the duration of a customer’s subscription term.

Onboarding
Onboarding is managed by a project manager with weekly status meetings, and will include assistance with one-time user provisioning and preloading of user guides and training content. Single-sign on and co-branding integration setup are included in the scope of work, but optional based on customer preferences. The customer’s project team may be enrolled in Allego’s On-Demand Project Team Training. Users are able to access Allego online courses for training purposes.

Technical Support
Technical support services to assist the Customer in addressing issues or answering questions about the platform are available in accordance with Allego’s then-current support policies.

Allego Premium Customer Success Services

Allego Premium Customer Success Services provides the Customer with an enhanced customer success and support package that includes initial implementation, ongoing engagement, and enhanced technical support services, plus additional configurations, new feature deployment assistance, custom reports, access to Allego events and executive sessions, and product roadmap insights. If purchased, Allego Premium Customer Success Services are available for use throughout the duration of a customer’s subscription term.

Onboarding
Onboarding is managed by a project manager with weekly status meetings, and will include assistance with one-time user provisioning and preloading of user guides and training content. Single-sign on and co-branding integration setup are included in the scope of work, but optional based on Customer preferences. The customer’s project team may be enrolled in Allego’s On-Demand Project Team Training. Users are able to access Allego online courses for training purposes.

Ongoing Engagement
For ongoing engagement, the Customer will have a dedicated Lead Customer Success Manager (CSM) to provide Success Check-Ins in addition to self-serve access to the help center. The Customer’s CSM will also conduct an annual collection inventory assessment, which is a proactive annual review of the Customer’s Allego instance to optimize, organize, and archive learning and content items to ensure they are most impactful for users. The Customer will also receive New Feature Deployment Services, which help educate on the use and adoption of newly released features. The Customer will also receive an exclusive invitation to Quarterly Exec Roundtable Meetings to share feedback and an invitation to Allego’s Bi-Annual Product Roadmap Meetings to understand and influence new features that are planned to be released.

Additional Services:

Premium Customer Success Services also include:

- - Automated User Provisioning
  - Analytics Data Feed
  - Calculated Attributes
  - Universal Content Connector (UCC)
  - API & xAPI Integrations

Allego Technical Support Services

Allego Technical Support services assist the Customer in addressing issues or answering questions about the platform are included with all Allego product purchases. Allego Technical Support services are available in accordance with Allego’s then-current support policies.

OPTIONAL ADD-ON SERVICES

Allego Success Acceleration Services

Allego Success Acceleration Services are designed to ensure successful adoption and use of the platform by deploying an Allego expert to act as a Project Lead on behalf of the Customer. The scope of activities of the Project Lead may include such activities as new user provisioning, onboarding, training, monthly planning, coordination with Customer experts to develop content, creating exercises, courses, quizzes, monitoring usage, and working with users to help meet deadlines in Allego.

Allego for Salesforce CRM

Allego for Salesforce is an integration of CRM and Enablement technology that unlocks the power of data-driven selling. Using buyer engagement data and deal-specific knowledge, Allego for Salesforce enables sellers in the flow of work with automation that delivers the content, training, coaching, and messaging they need to delight modern buyers and accelerate sales cycles. Allego for Salesforce CRM can be purchased by customers using Allego Modern Learning, Allego Modern Content, and/or Allego Digital Rooms.

Allego Digital Safe

Allego Digital Safe is a WORM-compliant Electronic Recordkeeping System designed to meet the recordkeeping and access requirements placed on certain financial services providers under 17 CFR §240.17a-3 and §240.17a-4. Allego Digital Safe can be purchased by customers using Allego Modern Learning, Allego Modern Content, and/or Allego Digital Rooms.