Altify Reviews

Billy M.Enterprise(> 1000 emp.)

5.0

When thinking about building trust with B2B buyers, many corporate sellers need to re-adjust their mindset, and shift toward a more STRATEGIC view of the client or their territory. This is difficult as a planning mindset is typically not in their wheelhouse. Leveraging a tool that is rooted in strategy and empowers new planning skills to be learned (and practiced) is key. Altify has given our go-to-market team an easy to use, collaborative platform, native to Salesforce CRM (where they live) that allows them to manage every aspect of the trust equation. What are the key insights we learn about clients? Who are the people we need to build trust with? Where are the pockets of opportunities we can push on, and develop over time? And more importantly, give account / territory leader a collaborative platform to bring all the internal selling constituents into alignment, remove obstacles, and measure success. Having rolled this out at 3 different companies, I see Altify as "table stakes" for any B2B company to leverage and would be one of the tools (including Salesforce.com CRM) that every seller in this economic environment should have in their arsenal. As the credit card company says, "don't leave home without it." Review collected by and hosted on G2.com.

Verified User in Information Technology and ServicesEnterprise(> 1000 emp.)

0.0

It provided an organizational chart that could be utilized natively in SFDC. Review collected by and hosted on G2.com.

Michael K.VP Sales Operations and Sales Effectiveness

4.0

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. Review collected by and hosted on G2.com.

Verified User in Information Technology and ServicesEnterprise(> 1000 emp.)

0.0

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. Review collected by and hosted on G2.com.

Verified User in Events ServicesEnterprise(> 1000 emp.)

2.5

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. Review collected by and hosted on G2.com.

Verified User in Information Technology and ServicesEnterprise(> 1000 emp.)

2.5

it's a bit lengthy making it hard to complete a full account Review collected by and hosted on G2.com.

Anonymous ReviewerFood Production

5.0

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).

Eric P.

4.0

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.

Anonymous ReviewerFood Production

5.0

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).

Eric P.

4.0

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.

Verified UserAccount Manager

9.0

The initial launch was with Sales and now all team members have access to Altify. It is addressing the lack of mid to long term strategy in pre-pipeline deals.
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.

Verified UserStrategist

5.0

Altify was implemented at the company I work for as part of a digital sales transformation effort within our sales organization. It was implemented to create a more robust selling experience within Salesforce and reinforce a new buyer-centric methodology that was introduced to our Sales Organization as part of the total transformation. Altify was selected for its ability to guide the seller through the Sales Process, give insights, create intelligent customer relationship maps and robust account plans. Altify offers a number of different packages, Altify Max Insights, Altify Sales Process Manager, Altify Account Manager, Altify Dealmaker, and Altify Opportunity Manager. We are currently utilizing all of these packages for all of our field and strategic salespeople.
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.

Verified UserStrategist

5.0

Altify was implemented at the company I work for as part of a digital sales transformation effort within our sales organization. It was implemented to create a more robust selling experience within Salesforce and reinforce a new buyer-centric methodology that was introduced to our Sales Organization as part of the total transformation. Altify was selected for its ability to guide the seller through the Sales Process, give insights, create intelligent customer relationship maps and robust account plans. Altify offers a number of different packages, Altify Max Insights, Altify Sales Process Manager, Altify Account Manager, Altify Dealmaker, and Altify Opportunity Manager. We are currently utilizing all of these packages for all of our field and strategic salespeople.
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.

Verified UserAccount Manager

9.0

The initial launch was with Sales and now all team members have access to Altify. It is addressing the lack of mid to long term strategy in pre-pipeline deals.
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.

Eric P.

4.0

Overall: 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.

Verified ReviewerVerified LinkedIn UserStudent

5.0

Overall: When you fill in the information to send you the demo. There should be an example of how to write down the information correctly.