Aviso

Catalyst

ClientSuccess

People.ai

Planhat

Aviso is a great tool for business owners who want to track their sales performance, understand customer needs, and make informed decisions about marketing initiatives. 

Aviso is a sales forecasting and data analysis software that can help you to improve your business performance. It allows you to track the progress of your campaigns, identify customer problems early on, and make better decisions about where your resources should be allocated. Additionally, Aviso provides insights into what content is resonating with customers and which channels are performing the best. This information can help you to optimize your marketing efforts accordingly.

Aviso&#39;s sales forecasting helps you predict future demand for your products or services. This allows you to plan for increased inventory needs or product launches in advance. To generate what-if scenarios to mimic rick and discover swing deals, the platform employs machine learning methods and data science. Using Aviso&#39;s data analytics tools, you can explore detailed information about your customers and their behavior. This enables you to identify potential problems early on so that they don&#39;t become major issues later on down the line.

The platform is scalable as well as flexible to configure any complex hierarchies of customers. One of the main benefits of using Aviso is that it is versatile enough to be used by small businesses as well as large enterprises. It also offers customizable reports that are easy to read and navigate. In addition, there are numerous user groups available where you can get support if needed.

Using this platform&rsquo;s pipeline management, deal collaboration, and forecasting tools sales managers, leaders, and reps can benefit collectively. Users can guide deals, set goals, and unify forecasts - all in a single platform.

<h3>Benefits of Aviso:</h3>

Some of the most notable benefits of Aviso include:

<ul>
	<li>Provides you with actionable insights that can help you optimize your sales processes and outcomes.</li>
	<li>Can help you make better business decisions by identifying opportunities and mitigating risks.</li>
	<li>Helps improve your customer service by understanding customer needs and preferences.</li>
	<li>Allows you to track your sales performance across channels and countries, and makes it easier to forecast future sales.</li>
	<li>You can use the performance management tools to measure the performance of your sales teams by tracking and reporting on their key metrics.​​​​​​​</li>
</ul>

Aviso can be divided into six core pillars such as deal intelligence, predictive forecasting, conversational intelligence, GTM and customer collaboration, activity and relationship intelligence, and CRM automation.

Allows you to plan your resources wisely in order to achieve targets.

Budgeting/Forecasting 

 Help you measure success in terms of results achieved. 

Key Performance Indicators

Gives objective indications of how well a particular area or function is performing.

Performance Metrics 

Identify patterns in your data that may indicate changes in your overall business performance. 

Trend Analysis  

 Makes predictions about the future based on historical data. 

Predictive Analytics

Provides insights into how much revenue each product category is likely to generate over time.

Sales Forecasting 

monetization

Free

organizationtypes

Large Enterprises

platforms

Linux

Paid

Small Businesses

Windows

<ul>
	<li>People Intelligence, Deal Intelligence</li>
	<li>Advanced Sentiment Analysis</li>
	<li>SmartTranscripts &amp; Summarization</li>
	<li>Embedded Video Meetings, Chat, To-Dos, Screen Sharing, Documents</li>
	<li>E-Signature &amp; Approval Workflows</li>
	<li>Deal, Forecast, Coaching Rooms (Internal deal team collaboration)</li>
	<li>Customer Channels (External)</li>
</ul>

Virtual Selling Solution

<ul>
	<li>Everything In Virtual Selling Solution+</li>
	<li>Predictive Deal-Level Forecasting</li>
	<li>Deal WinScores&trade;, Maps, Pull-Ins</li>
	<li>Pipeline Inspection, Planning, Yield</li>
	<li>Relationship Intelligence and Next Best Persona &amp; Team Actions</li>
	<li>CRM Activity and Contact Auto-Population + Golden Fields Capture</li>
	<li>Extend revenue workflows across CRM instances, data lakes, etc</li>
</ul>

Enterprise Solution

Catalyst CS software is designed to make it easy for you to manage and optimize your customer relationships.

Catalyst is the best customer success platform because it was built by CS leaders for CS teams. It offers a comprehensive, easy-to-use solution that helps your team manage and track customer feedback, issue resolutions, and support interactions in one central location. Catalyst also provides valuable insights into how users are using your products or services and can help you to improve user experience (UX) throughout the entire product journey.

From managing churn, contacting inactive customers, and diagnosing issues, to providing solutions and driving continuity of contact, Catalyst helps teams achieve their objectives faster and more efficiently. It provides the tools and resources necessary to deliver outstanding customer experiences, build recurring loyalty, and drive growth for your business. Users may build page designs and dashboards that display critical data without the need of an administrator with Catalyst. In addition, users may review product performance data, service/support tickets, Salesforce field data, and email communications on a single platform to get information about clients. In addition, you may keep up to date by doing things like task completion, emails, call notes, and other tasks.

<h3>Benefits of Catalyst</h3>

Some of the most notable benefits of Catalyst include:

<ul>
	<li>It helps in building customer relationships that are long-lasting and profitable.</li>
	<li>Helps in identifying and resolving customer issues quickly, eventually building better customer relationships.</li>
	<li>Streamlines the customer support process, so that you can handle more customers at a time with ease.</li>
	<li>The software makes it easy to manage customer interactions and track the progress of customer engagements.</li>
	<li>Catalyst offers insights into how well your marketing efforts are performing and provides actionable insights on how to improve them.</li>
</ul>

With Catalyst, you can easily see all of your customer data in one place and respond to any issues or questions that your customers may have. This information is integrated with your entire tech stack so that you can have a &quot;single pane of glass&quot; view of your customers. This way, you no longer need 10+ tabs open in your browser at one time - everything is conveniently accessible from within Catalyst. It integrates with Salesforce CRM, Segment Analytics, Zendesk, Slack, S3, Mixpanel, Snowflake, etc. ​​

Keep track of all the relevant contact information for each of your customers.

Account Management 

Makes it easy to gather feedback from your customers both online and offline.

Feedback Management 

Provides a centralized location where you can easily add new contacts or respond to inquiries.

Contact Management

Analyze your sales data in order to identify trends and make better strategic decisions. 

Revenue Management

Send personalized emails based on specific criteria such as lead status or purchase history. 

Email Management

Provide detailed information about your overall business performance for better optimization. 

Performance Metrics

<ul>
	<li>Industry-leading customer success management and technical support</li>
	<li>Dedicated implementation and onboarding</li>
	<li>All of the above resulting in our unmatched 98% CSAT</li>
	<li>Enterprise-ready features and integrations</li>
	<li>Priority access to Catalyst community programs</li>
	<li>Exclusive access to the Catalyst Customer Community</li>
	<li>Includes training videos, certifications, collaboration, and more!</li>
</ul>

Enterprise Plan

ClientSuccess is a customer success software that was designed to make it easy for businesses of all sizes to improve their customer service process.

ClientSuccess is a powerful customer success software that can help you to improve the customer experience. The platform is designed to help SaaS companies retain, manage, and grow their existing customer base with ease, and quickly. It offers many features such as chat, email, and phone support, which enables you to provide exceptional service for your customers.

Additionally, it provides information about how your customers are using your product or service so that you can make improvements more quickly. ClientSuccess also helps with problem-solving by providing step-by-step instructions on how to resolve common issues. And, it acts as an advocacy center for your business by helping you build relationships with key consumers and advocates. By taking advantage of all these features and tools, you can maximize the effectiveness of your customer success initiatives!

The platform currently offers a unique solution, called ClientSuccess Goals that help businesses collaborate with their customers to achieve desired outcomes, goals, and success criteria. All these Goals have been designed to align with S.M.A.R.T. goal-setting practices - specific, measurable, attainable, relevant, and time-based. Also, the platform offers global reporting capabilities with actionable insights into concerns, outcomes, successes, goal statuses, and more. This apart, users can measure customer objectives in a transparent and collaborative way to deliver tangible value.

Benefits of ClientSuccess

Some of the most notable benefits of ClientSuccess include

<ul>
	<li>It tracks the progress of customer interactions and helps in resolving any issues that may arise.</li>
	<li>Provides insights into what works well and what needs improvement for future customer interactions.</li>
	<li>Automatically sends relevant messages that can boost engagement and encourage customers to return again.</li>
	<li>Easily track and report on your customer&#39;s interactions with your product or service. This will help you to determine which channels are performing best and identify any areas in which you need to improve your marketing strategy.</li>
	<li>ClientSuccess helps you manage your customer&#39;s journey from start to finish. This includes everything from creating custom flows and workflows for onboarding new users, to managing communication channels and queues, etc.</li>
</ul>

Users may monitor subscription renewals, client engagement solutions, and application opportunities for growth and expansion with ClientSuccess.com, a website that connects to CRM, support, social media, and communication platforms; a tailored scorecard for each customer that tracks their progress through the organization.
 
​​​​​

Identify and remove non-compliant clients from portfolios without damaging your reputation. 

Churn Management 

Monitor all communication with your clients in a way that is easily accessible and organized.

Email Management 

Keep track of everything from proposals to meeting minutes, ensuring accuracy.

Document Management 

 Track customer feedback and use it to improve your services or products. 

Feedback Management

Keep up with important contacts, including information about past orders, payments, etc. 

Client Management 

 Provides tools for forecasting revenue based on current trends and planned changes in the market. 

Individual Plan

People.ai provides revenue operations and intelligence (ROI) software that helps businesses track and optimize their revenue streams.

People.ai is a cloud-based platform that enables customers to manage their revenue operations and intelligence (ROI) in one centralized location. It provides users with real-time insights into how their marketing efforts are impacting key performance indicators (KPIs), including visits, clicks, and conversions. Additionally, the software offers enhanced reporting capabilities that help businesses make better decisions about where to allocate resources next. People.ai has been praised for its user-friendly design and its ability to help companies of all sizes optimize their online marketing activities.

One important benefit of People.ai&#39;s software is that it is easy to use and relatively affordable compared to other similar services. This means that even smaller businesses can afford to take advantage of its benefits without breaking the bank. Users can get insights into how customers are using the product, opportunities, and ways to hasten growth and pipeline by using the strategic account management system. In addition, teams may easily find the best revenue strategy, assess whitespace, and track their purchase dynamics.

Telephony, email, calendar, conferencing, collaboration, and other platforms are all integrated with the platform. Teams can automatically filter out sensitive connections with People.ai before the data enters the CRM. In addition, it can automatically record consumer activities and contact data. The ai-based algorithms are available to users who want to build contacts and maintain app accuracy. Contact data enrichment, sentiment analysis, competitor mention discovery, and other data analytics tools may also be used.

<h3>Benefits of People.ai</h3>

Some of the most notable benefits of People.ai include:

<ul>
	<li>It helps you track the performance of your sales teams, customers, and products.</li>
	<li>The resulting insights help you achieve greater customer loyalty and profitability.</li>
	<li>It assists in reducing your workload, improving your productivity, and boosting your bottom line.</li>
	<li>The software can help identify and resolve customer issues before they become complex and costly.</li>
	<li>It provides you with actionable insights that can help you optimize your sales process and improve your customer service.</li>
</ul>

The other products in the offering are Account Management for account planning, engagement scores, org charts, Opportunity Management for pipeline inspection, activity benchmarks, sales methodologies, and PeopleGlass for lead management, pipeline updates, and more.
​

Manage calls from customers and prospects in a centralized location.

Call Management 

 Facilitates efficient communication between teams by managing upcoming meetings automatically.

Meeting Management

Track the results of your marketing efforts to identify areas for improvement. 

ROI Tracking 

 Helps businesses track and manage their objectives and goals.

Goal Management

Allows businesses to identify and contact potential customers, subscribers, or partners easily.

Contact Management 

 Helps generate leads from marketing campaigns, website visits, or other sources of data.

Lead Management

Upland&rsquo;s Altify is the perfect account planning software for B2B sales optimization. It provides you with powerful tools that help you to track leads, convert them into customers, and optimize your marketing efforts. This powerful yet easy-to-use sales planning software that is built natively on the Salesforce platform. This allows users to manage and organize their sales pipeline more easily, as well as track key performance indicators (KPIs) in real time. The platform helps sellers with contextual actions, insights, and best practices right within Salesforce, which allows them to make informed decisions about the sales process, identify opportunities more quickly, and close more deals faster.

Altify includes features like relationship mapper, account manager, opportunity manager, sales process manager, and sales reference manager. The relationship mapping feature allows you to track the relationships between different stakeholders in your organization so that you can understand their roles and responsibilities better. The account management tool makes it easy for you to track all of your customers&#39; contact information as well as their current status (active or inactive). The opportunity management tool lets you identify which opportunities are worth pursuing based on the client&#39;s needs and budget constraints. The Sales Process Manager gives you an overview of each step in the sales cycle so that you can optimize your efforts and ensure high-quality customer service throughout the whole process. And finally, the Sales Reference Manager helps keep track of past clients who may be potential references for new prospects.

Altify is best for large enterprise companies with complex B2B sales cycles that are utilizing Salesforce CRM. Altify integrates with Salesforce, LinkedIn, Quip, ZoneBilling, AccuRoute, and Upland.

<h3>Benefits of Altify</h3>

<ul>
	<li>Provides a comprehensive account planning solution, offering users the ability to plan and track every aspect of their business from A-Z. This includes everything from financial projections to marketing strategies and customer retention plans.</li>
	<li>This software is highly configurable and allows users to customize the layout and interface to suit their needs.</li>
	<li>The relationship map makes it easy to visually connect various transactors with one another - this is useful for understanding how these transactions influence each other. It can also provide insights into patterns or correlations that might otherwise go unnoticed.</li>
	<li>It can help you visualize the relationship between all aspects of your business and make strategic decisions that will help you grow sustainably.</li>
	<li>With Altify, you&#39;ll be able to develop comprehensive account plans that will enable you to understand your customers and their spending behaviors. This information can then be used to make informed investment decisions.</li>
	<li>Provides political mapping of your customers, which allows you to see how different segments of your customer base are voting, what magazines they read, where they buy their groceries...you get the picture!</li>
</ul>

Altify offers a free demo. Regarding pricing, Altify hasn&rsquo;t made its plans or their pricing information public.

Supports flexibility in the sales process, allowing you to customize it to best suit your needs.

Flexible Sales Process

Allow for easy navigation and analysis of data across different departments or divisions. 

Multiple Org Charts

Track your sales progress by automatically entering data into fields like order date, product sold, etc.

Field Sales Management

Create customized training materials for your employees or customers using industry-standard templates. 

Built-in Course Authoring

 Allows users to assign roles and responsibilities to different stakeholders. 

Stakeholder Roles

Allows you to create contact records for leads, contacts, opportunities, and cases. 

Lead Management 

Altify

When you fill in the information to send you the demo. There should be an example of how to write down the information correctly. Nice website and videos! This company has done many things. Books, videos,webinars etc
congratulations!!! To sent you the demo, you have to fill in lots of personal information (ex. phone number).

Altify definitely helped our users drive better performance by focusing them on the important areas of concerns for our customers and guiding them through the process.


Easy to use interface and highly configurable. The platform has helped our newest hires easily understand and align with our well established process. For many of our more senior reps, the Learn and Apply workshop sessions were their first introduction to formalized sales training. More on the Learn and Apply sessions is that our consultants from Altify who led the sessions were stellar and created an engaging learning environment. 
Much of the training materials are in Salesforce Classic, so being a Lightning first shop, it was a bit painful for some users.



My only other gripe is that we need to wait to roll out Account Manager! (Internal roadblocks) 
Make sure you do some soul searching ahead of time to fully understand your Sales Process, this will help you accelerate your time to implement. Same goes for Account Plans, but we have not rolled that out yet. 
Altify is helping our reps:

 - Dig deeper in their existing accounts - expanding the conversation to other areas of the business

 - Understand the political landscape better - identifying the structure and power dynamics in an account 

 - Identify key relationships - understanding where gaps are and the people they should invest in to ensure they are not single threaded in the account 

 - Ask the right questions to understand and qualify the opportunities in/out sooner - having a standardized means to qualify deals through our sales process and the 1-20 Assessment

 - Understand what's important to the customer at a deeper level - elevating their conversations to align with an executive audience  


Sales methodology to evaluate deals and hone in on strategy is very effective - political map is one of, if not, most important feature for us 
Tech itself - parts of it are not super user friendly, largely over-engineered with unnecessary bells and whistles that detract from usability for end users. This app is NIGHTMARE to support from an admin perspective. Any customizations, upgrades, enhancements NEVER work as communicated in written instructions or from Altify support.  
You need to have a VERY strong administrator for this app, one who doesn't get frustrated easily and is comfortable going back and forth with support. Since the app is over engineered, end users need to be given specific instruction (from the exec sponsor or business leader) on which areas to focus on b/c if an end user is expected to do it all, its way too overwhelming and back fires.  
We're trying to be smarter/more strategic with our deals - learning early on what information we're missing, are we even in a good position to bid on a deal based on what we know, and understanding who the key players are.... 


From a salesforce implementation perspective the end users absolutely love this product. The visual nature of the relationship map really highlights where your supporters and detractors are in a target organisation. Opportunity management coaches users and makes sure they follow the correct process all the way through from qualification to close. 
It would be useful to see the insight map for both the opportunity and account side by side so I would hope to see that in future product releases. 
Spend as much time as possible with the implementation team and roll it out to your account executives effectively. Your sales reps will win more deals and speed up their sales velocity if they use Altify Opportunity and Account Management. If you can get a majority of your sales reps using Altify it will make a big difference. They then become the biggest proponent of it internally. 
Having a full consistent view of the target customer. Target customer knowledge is not centralised in a sales reps email, everyone on the revenue or commercial team can contribute to the sales cycle. 


Altify allows me to keep much better track of my opportunities when compared to the standard opportunity object.  
Learning curve on the relationship map is a little steep, and is a little confusing when first learning the attributes attached to contacts and roles etc. With a little practice this gets easier.  
Take the time to learn the tool, and use each step of the process. The results will be realized when doing so, and you will see that you are much more in control of your deals, and be confident that you are up to date on informed on every deal you use Altify for.  
Altify allows me to follow my opportunity much more closely than other methods. I can ensure I am checking off the boxes for my sales cycle that allow me to understand the health and timeline of my deals. It also allows me to be more informed and educated with my questions to my client, resulting in a better experience for them, and allowing me to become a trusted adviser much faster.   


It is a great tool to get a snapshot of who is involved in a purchasing decision within a business. It also allows you to distinguish between the company hierarchy and the actual influence hierarchy within the organisation. 

It can also make life easy to see which questions you do not know the answers to.  
It takes a long time to input the right information. 

It can be clunky when trying to use the tools to draw org charts - which is frustrating.  
This is a good tool but it is really only valid in large complex sales opportunities, due to the amount of time it takes to populate it. 

It is great at letting you see where you have potential gaps in knowledge within a sales cycle and can promt you to go back to the account to find out more information. 

It is a good tool, it does not guarantee more sales but if used correctly, good account managers will benefit from it.  
 


this is a very useful tool if you know very little about an organisation and its hierarchy. It can save your a lot of time by knowing who you need to speak with.

The software programme further allows you to update forecasts accurately wish detailed views of your pipeline. 
the design of the interface is not very friendly, it takes time to get use to and can be frustrating at times. Unfortunately the tool doesnt provide a clear view of your sales, missing information such as contacts! 
This is worth considering if you do not have much information on an organisation and need to know their hierarchy. This is available to use anywhere you are with its Cloud functionality which helps differentiate from, 


The ability to easily create robust account plans, with multiple cross functional teams and manage the plan to drive revenue 
I think having access to some types of quick on demand training videos would be helpful.   
Build plans and use the platform consistently and it will pay off.  the more you use it, the easier it gets and will drive results.   
For a global account that has hundreds of entities and potential buyers/sponsors/champions, it is impossible to manage that collaboratively with internal teams via spreadsheets.  It helps facilitate better discussions and hold people accountable for their actions thereby driving a lot more activity and opportunities.   


I like how flexible and customizable to fit your existing sales process the platform is.  
I haven't learned enough about the product yet ... I have  concerns around implementation time and complexity.  
There is the CRM process, which always is designed to be as simple as possible with the maximum sales intelligence gathered.   The intel is something that the sales leaders have to parse out through conversations, calls, and add their own instinctual data to it.  Altify unifies and automates that sales intelligence to a universal platform the whole company shares.  


Altify is helpful for driving consistency in our sales process and focus on the opportunities that matter, amongst our teams who are using it 
Depending on the technical acumen of the sales user, the learning curve can be a bit challenging, but a little practice goes a long way for success. 
Were solving challenges with account planning and relationship mapping, as well as sales process management.  In the pockets of our large organization where Altify is used, it helps enable our sales methodology, and streamline deal execution. 


Political mapping of your customers is invaluable!  Seeing the visual heirarchy opens up the valuable view of where you have penetrated the customer organisation.  
The overall methodology is complicated and takes time to embed properly 
Altify is a great tool and offers a comprehensive methodology.  This will take time and needs full executive support to be successful. 
Altify is changing our salesteams viewpoint to think more from a customer perspective.  Defining needs and opinions is helping to define strategy. 


TAS has always had a good core understanding for sales people to objectively and simply analysis an opportunity and see what question they don't really know the answers to. it also helps to guide what are next questions for the next meeting. it also makes the sales person analysis if they should spend more or less time on the opportunity
 
the tool and methodology only really gives an overall view of the opportunity and not who are your key contacts 
conssuffer revenue storm or solution selling 


The account planning module helps an account manager establish the proper framework to think strategically and make sure they are looking at the account thoroughly. 
It takes work to build account plans, so the rigor around it from a sales ops perspective and buy-in from sales leadership is essential to making it work. 
Account Planning for Strategic customers.  Mapping strategy of the accounts as well as understanding product priorities to win and close business. 


Very comprehensive account planning solution, particularly good for longer sales cycle planning 
Training and support is lacking. Adoption is always the key and Altify could do more to help with implementation and adoption. 
Get Altify involved in your implementation. 
High revenue potential accounts requires good account planning.  To outsell the competition, salespeople need to have a solid account plan. This is the problem Altify can solve. 


I love the fact that it allows me to enter account details that would help the sales and the success teams to document every aspect of the relationship with a specific account. 
I have not tried but I feel I would love to have the data pull in from existing software sources that I have already created the data in. 
Account planning is so easy because the 360 degree view of the customer is available. 


It provided an organizational chart that could be utilized natively in SFDC. 
With all things associated with Upland Software, their support is non existent. They are only meant to sell you something and then walk away. Unless you have deep technical expertise, I would not waste your time. Their updates will break your system leaving you without the ability to move foward. 
Relationship mapping 


I really like the ease of use that Altify offers. Our sales team is now very dependent on Altify and they think it's great! 
I wish Altify integrated with more programs. Some of the feedback we've received is on par with this.  
We use Altify for our sales team to manage their sales info and deals. They love how streamlined it is.  


integration with SFDC. ease of use.  intuitive nature. methodology behind the platform. 
there  is nothing i dislike at this time.  
better capture of account intel. consistent language/methodology. deeper account planning discussions around T&Is. alignment on Opportunity progression and sales process. 


I like the level of detail Altify allows you to share with your teammates. 
I do not like the overabundance of repetitive information 
We are using Altify for high level deals. We have found that the team is able to collaborate contact information easily and it allows the execs a summary view.  


I like how the sales are mapped to the customer buying process.  
A few features are missing or could be improved (integration with other partners, data consolidation) 
I solved some missing link in a buying process I was managing. It helped me better understand the flaws and improve it. 


Really good structured tool for guiding salespeople for through guided questions, Give a really clear answer to how we shape up against the competition 
Doesn't really look at the main competitor of "do nothing".  
Give it a trail. Also look a revenue storm or solution selling 


Framework for critical assessment of an account.  Chris Y is great. 
Seems technically light.  integration team disappointed in the ability to read from SFDC.  No mobile application. 
changed the behavior of sales people to dig deeper into their firms' strategy 


Easy to use and super intuitive, really appreciate the salesforce integration too so I have everything in one place 
With very large maps created I wish it was a little easier to scroll throigh 
Visualizing my customers Organisation for internal purposes 


as a visual person I really like the ability to visually see the insight maps, personal maps, etc. 
it's a bit lengthy making it hard to complete a full account  
better understand my customers business, the key players, and how to approach the account. 


A very concise formula that can be applied in many scenarios.  
Nothing I can think of. Maybe more specific questions we can ask to qualify 
 
Great tool!  
Understand how to qualify opportunities to position a win.  


Organization mapping is very valuable.   
required to manually input value delivered to customer 
Identifying key stakeholders we haven't engaged with 


Altify is logical and practical and helps our sales and account teams to manage accounts and win more deals.  It is customised to our requirements.  Altify the company also helps so much with buy-in and change management.  It is very easy to assess and track and fine tune. Because it works as a native app in Salesforce.com, it is also easy to get through internal IT. 
The biggest downside, which is really an internal change challenge is getting everybody to agree to using a single methodology and tools, i.e. to change their behaviours.  The key is to get management to buy in and continue to buy in and have a clear voice on sales vision and how Altify underpins the future.  
Use the review of Altify as an opportunity to re-assess your Account and Opportunity Management and build new improved methods.  Ensure leadership are bought in and actively engaged. 
Portfolio and Account Planning is key.  Every sales person is given a portfolio of target accounts, Altify helps them to build a plan and actions and communicate their resource requirements and progress.  Altify also helps with our strategic account planning.  No more need for updating off-line Powerpoint decks.  Altify also helps to qualify opportunities and strategise deal win plans through collaborative engagement of key people, all through the Altify on-line tools. 


Altify is staffed by some of the smartest and nicest people I've ever met. Their culture carries over into their offering, helping customers build better relationships with their customers. At the heart of great selling is helping the people you work with be more successful. And when you work with someone who wants you to succeed, chances are you do. 
Altify has a great product for companies with a large salesforce. Similar to what Infusionsoft did with Keap I'd love to see a lite version of their product smaller companies could use. Learning the sales methodology alone could dramatically improve the results of your sales efforts. 
As a creative partner helping Altify create category disruption, I've derived great benefit working with them. Their approach to account planning has become a core component of our strategic planning process. Focusing my business around winning deals that best fit our business model, I've drastically cut the number of hours wasted pursuing other opportunities. 


Ease of Use.  The interface is very intuitive, and seamlessly integrates with SFDC.  The questions that are built in really help sales reps to qualify opportunities early. 
The Close Plan feature is a little bit clunky.  The may be the way that my organization has it configured, but it could be a little bit better. 

The Contact feature can become hard to view if you have over 5 or 6 people involved in the sales cycle. 
When implementing, focus on the qualification questions, but also tight integration with SFDC Contacts.  Another thing to focus on is Close Plan.  Make this as easy as possible, or adoption will be an issue. 
Deal Qualification

Providing Executive Team and Solution Team members valuable deal information when included

Deal Acceleration has been seen, as well as a faster time to kick a deal out of the process.

Better understanding of which contacts 


Altify provides the methodology (customized the client), consistent operational cadence and structure via their SFDC native software and the expertise that enabled it to all happen as they say it would.  The intelligent INSIGHT COACHING the software provided on the deals were stellar. 
Altify is it is only available with (Salesforce.com (SFDC).   
The software is excpetional, however I recommend you also invest in the implementation services 
4 specific challenges:  Deal Slippage (poor forecasting), Sales cycle length was to long, Win Rates were poor and opportunity management was inconsistent. 


A simple methodology that has enormous impact in creating value for the client and the revenue team alike. 
Very little to dislike. Visually easy on the eye, easy to navigate. The Methodology is the critical part though.... the Software is easy....  
Keep customer, not seller, front of mind when tailoring  
Bringing a consistent approach to qualification of opportunities which means I am only resourcing the right deals for the right reasons 


Before Altify, we relied on tribal knowledge and rep rides to teach our Sales Process, now it is all on platform for new reps and seasoned reps to leverage. 
Account planning is challenging and complex, reinforcement and update cadence are crucial to success on rollout. 
Our sales process is baked into where our reps live all day - Salesforce.  This provides visibility to management to jump in and help remove roadblocks for success. 


Integration with Salesforce and capacity to graphically map relationships between influencers and decision makers 
usability for very large maps (>30 contacts). Requires several account or opportunity maps instead of just one. .  
Good tool 
Document prospect/customer organization for sales strategy discussion 


The way the tool helps construct your opportunities to be thinking about all elements in the cycle is fantastic. Mapping out your relationships and buyers is so valuable. 
It can be time consuming if you have short cycles, but make sure you're using it for the right deals. 
Improved close ratio on deals 


It makes me ask the tough questions early in a cycle to qualify in/out. Relationship map building is intuitive and easy to use 
Some of the questions during assessment are a bit redundant. 
Qualifying deals early. Helping me understand gaps in the deal. 


The Altify tool set in Salesforce is intuitive and prompts the sales team to engage in strategic selling practices. 
Initial account plan set up can be a bit overwhelming without a coach. 
Increased pipeline, win rates and deal size.  

Altify is very well suited for customer relationship mapping and for use on very large, long term and complex deals. Altify is created and represented as an enterprise-level tool, but even some of its functions are too overbuilt for enterprise level sales activities. Altify is a tool best utilized only for the top level of complex deals within an organization. Features such as customer relationship mapping do have use and benefit for mid to large level deals and is arguably the most valuable tool in the Altify suite. After nearly a year using Altify, my recommendation on its use would be to enable account plans, account management, opportunity management, and sales process manager only to the top strategic account reps in the organization, realizing that they are probably best used purely out of the box as any customizations create other complications. For the rest of the sales teams, the customer relationship mapping feature is the one tool reps would gain the most value out of.

While Skuid is not a match to what Altify does in terms of capabilities, Skuid did allow us to natively create the functions that we needed within the business in a way that was more useful than the Altify tools out of the box functionality. Altify does not offer anything for a more "light touch" opportunity, which is its greatest drawback. With Skuid we were able to create our own solution for these lighter touch opportunities. Altify is very well suited for customer relationship mapping and for use on very large, long term and complex deals. Altify is created and represented as an enterprise-level tool, but even some of its functions are too overbuilt for enterprise level sales activities. Altify is a tool best utilized only for the top level of complex deals within an organization. Features such as customer relationship mapping do have use and benefit for mid to large level deals and is arguably the most valuable tool in the Altify suite. After nearly a year using Altify, my recommendation on its use would be to enable account plans, account management, opportunity management, and sales process manager only to the top strategic account reps in the organization, realizing that they are probably best used purely out of the box as any customizations create other complications. For the rest of the sales teams, the customer relationship mapping feature is the one tool reps would gain the most value out of. Customer Relationship Mapping: Altify's customer relationship map, which is available at the account and opportunity level, is incredibly robust and insightful. This tool allows the customer contacts to be mapped in a visual hierarchy. Additional information can be added in to map the sentiment ad lines of influence for each of the contacts. Coaching insights are available for each of the contacts based on the inputted information so that relationships can be improved and the right contacts can be involved in the buying process.
Account Plans: Account Plans can be grouped in both "does well" and "does poorly" for the Altify Suite. I will outline the good in this portion of the review. A fully detailed account plan in Altify can be an incredibly powerful overview of strategic accounts, their associated opportunities existing within Salesforce and planned opportunities to achieve strategic growth. Account plans allow opportunities to be segmented out by different product families (columns) and account hierarchies (rows). This allows a Sales rep or Strategic Account Manager to create a plan on how they will sell into certain key business segments within their accounts as well as identify potential whitespace selling opportunities. Very valuable insights that can open up new business within existing accounts. The tool Altify has created for Account Plans is incredibly robust and detailed.
Generating Executive briefings or PPT: Altify allows an executive briefing (PDF file) or Powerpoint (with their PPT extension add on) to be generated from account Plans, opportunity manager, or account manager. These exports contain the Altify information that was inputted from the respective account Plan, opportunity or account. These can be used to create documents that give an overview on the account plan, opportunity, or account for internal business reviews. One drawback is that the customization options before export are incredibly minimal, requiring significant post export work to meet company guidelines/templates or make the documents customer facing. Sales Process Manager: The Altify Sales Process manager's biggest drawback is the lack of usability for the end user. Altify has an out of the box sales process or a custom one can be created based on the company sales process. The drawback is that unless the sales process includes very few items, it can be more cumbersome than helpful. The Rep walks through the Sales Process by selection whether they have "Completed" are "In Progress" or have "Not Completed" the sales process activities at each stage of the opportunity. Altify saves after each selection so there is considerable downtime as the user waits for their selection to be recorded before they can answer the next question. Altify has an option to automatically advance the Salesforce opportunity Sales Stage once a certain % or mandatory steps in the sales process are completed, however this is not entirely useful as it does not advance until the set % or mandatory marked processes within a Sales Stage are completed AS WELL as at least one process from the next sales stage. This becomes very confusing and cumbersome for the users. In most cases, the sales process manager becomes more of a micromanagement tool with managers requiring all items to be marked completed and the Users merely marking items to satisfy that requirement without getting the intended benefit of the guided selling experience.
Account Plans: Account Plans can be grouped in both "does well" and "does poorly" for the Altify Suite. I will outline the bad in this portion of the review. Altify Account Plans do have some ability for customization, however the standard out of the box options are incredibly overbuilt. Filling out all of the information within the Account Plan can consume 40+ man hours for a single Account. While some of this information can be useful and important to note, other portions become more cumbersome than useful. The Completeness and Scorecard portions of the use a number of calculations. These calculations are explained at the bottom of the page but from a user perspective are very confusing and not straightforward. Most users that begin using account plans quickly abandon them because of the difficulty in setting them up correctly and the minimal insights that are gleaned out of the work put into them. One place for the greatest opportunity to improve account plans is in the objectives section, there the user can set objectives and activities (tasks) to meet them. The tasks must be manually selected to create an actual task in Salesforce and this cannot be assigned out to other SF Users. This portion of the Account plan would be improved if it could be used as a holistic account management platform to manage tasks across all the opportunities and potential opportunities, with an ability to assign them out to others in Salesforce within the account team.
Altify Max Insights: Altify max insights is intended to provide coaching advice at the opportunity level. This feature is tied into the opportunity manager. The drawback to this feature is that the insight mainly pertains to whether or not a user filled out all the steps in the opportunity manager: the sales process, the opportunity assessment, strategy, and the customer relationship map. The insights are far less action-oriented and more of a reminder to use the tool components. This tool just doesn't hold value, especially as it is an add on product.
Lack of Customization - While Altify does allow customization of some of their products and components, Altify has a ton of limitations. One of the most frustrating aspects is that all of the processes happen from their "black box" which is the dealmaker opportunity objects that Altify creates. This is essentially a shadow copy of the opportunities within Salesforce that then push changes to the actual opportunity. There is no way to tap into this shadow opportunity to either run custom processes or to even surface the Altify insights in a BI tool such as Einstein. This means that a lot of the use and functionality that Altify does do well cannot be leveraged for company insights or user end improvements.

Well suited for accounts in pipe. I'm not sure how well the entire team experience will play out in reality. Resources are primarily available when the opportunity is piped.

N/A Well suited for accounts in pipe. I'm not sure how well the entire team experience will play out in reality. Resources are primarily available when the opportunity is piped. Organization chart: really well integrated with SFDC and the visual is easy.
Profile recommendations in Org chart: great coaching builtin to be fair, but it's tough on your thought process.
Plan overview and POV hit the mark on what is most important.
Love the idea of using this with the prospect for early stage alignment and coaching. Executive reports are not well designed.
Cannot easily navigate between features. For example, you cannot easily go from the org chart to POV.
Would like to see split or title screens between the "sections" of Altify.

Altify is a Sales, Revenue Operations & Intelligence platform designed to help businesses grow. Know the Altify features and it’s benefits. 

Altify Overview

Overview

Reviews

Pricing

Alternatives

About Altify

Altify Features

Altify Competitors

Altify Ratings and Reviews

Alternatives

Altify Overview

Overview

Reviews

Pricing

Alternatives

About Altify

Altify Features

Altify Competitors

Altify Ratings and ReviewsAltify Ratings and Reviews

AlternativesAltify Alternatives

Altify Ratings and Reviews

Alternatives