AltifyUsed by 80% Professionals

Altify Reviews

Free | Paid

3.5

/5

(Alternatives.co rating)
  • Linux
  • Windows
  • Large Enterprises
  • Small Businesses

Upland Altify is an account planning software that enables businesses to add value and increase revenue. The platform, which is built on the Salesforce platform, allows teams to manage opportunities, map relationships, close deals faster and more using best industry practices.

Contact Us

Find the right plan today

Try For Free
Alternatives.co has rated
Altify
4.2
Select Application
  • 4.2
  • 4.5
  • 3.8
  • 4.5
G2
4.2
Top Comments by G2
Positive Comments
  • Greg M.Director, Sales Enablement
    Review
    5.0

    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

  • Bob C.Director
    Review
    5.0

    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.

  • Verified User in Events ServicesEnterprise(> 1000 emp.)
    Review
    2.5

    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....

Negative Comments
  • Greg M.Director, Sales Enablement
    Review
    5.0

    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

  • Verified User in Events ServicesEnterprise(> 1000 emp.)
    Review
    2.5

    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....

  • John Q.Pre-Sales Solution Consultant
    Review
    5.0

    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.

GetApp
4.5
Top Comments by GetApp
Positive Comments
  • Anonymous ReviewerFood Production
    Review
    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.
    Review
    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.

Negative Comments
  • Anonymous ReviewerFood Production
    Review
    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.
    Review
    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.

Trustradius
3.8
Top Comments by Trustradius
Positive Comments
  • Verified User
    Review
    2.5

    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.

  • Verified User
    Review
    4.5

    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.

Negative Comments
  • Verified User
    Review
    2.5

    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.

  • Verified User
    Review
    4.5

    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.

Capterra
4.5
Top Comments by Capterra
Comments
  • Verified Reviewer
    Review
    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.
    Review
    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.