Overview of Altify
Altify, a product by Upland Software, is a comprehensive sales and account management solution designed to be fully integrated with Salesforce. It is tailored to enhance the productivity and effectiveness of revenue teams by providing a suite of tools that streamline sales processes, improve relationship management, and foster better collaboration.
Key Features and Functionality
Account Planning and Management
Altify Account Manager is a core component that enables sellers to build and manage account plans directly within Salesforce. The Altify Account Plan feature allows users to refine account details, set objectives, and create actions to achieve those objectives. It also helps identify whitespace in accounts, record potential opportunities, and track closed/won opportunities. Users can select plan types that match their roles and goals, ensuring they focus on the most relevant information.
Relationship Mapping
Altify’s Relationship Map is a powerful tool for visualizing and managing customer relationships. It allows users to map customer contacts in a hierarchical structure, adding details such as sentiment and lines of influence. This feature provides coaching insights to improve relationships and involve the right contacts in the buying process. Recent enhancements include the ability to view contact details without leaving the contact panel, reorder sections in the contact panel, and import previously created relationship maps with advanced data automation capabilities.
Sales Reference Management
The Sales Reference Manager helps in surfacing relevant sales references by matching reference requests with Opportunity and Account fields in Salesforce. Users can now nominate individual contacts as references, and relationship owners can decide the referenceability of individual contacts within customer accounts. This enhances the ability to crowdsource high-quality sales references.
Opportunity Mapping
Altify’s Opportunity Map feature has been enhanced to make viewing open whitespace opportunities clearer and to simplify the process of adding new current and won opportunities. The Total Addressable Market view has been updated with a graphic layout to help interpret data effectively, showing market share comparisons within the account.
Streamlined Workflows and UI Optimizations
Recent releases have focused on simplifying and streamlining workflows. The 9.13 Fall ’24 release introduced a more user-friendly ‘Manage Contacts’ experience, data automation options, and a streamlined ‘Objectives and Actions’ page with an interactive donut chart for better clarity. The 9.12 Spring ’24 release improved the overall usability with faster load times, optimized user interfaces, and smarter in-product guidance.
Collaboration and Integration
Altify facilitates real-time collaboration through integrations with tools like Slack, allowing teams to refine account plans and capture critical insights and feedback directly within Altify. Additionally, it supports custom reporting and integration with BI tools such as Einstein, Tableau, and other software.
AI and Automation
With the integration of Salesforce Sales GPT powered by Einstein GPT, Altify users will have early access to generative AI features, enabling them to harness AI for tasks like streamlining research, optimizing discovery and qualification, and summarizing calls and actions. This synergy between Altify, ChatGPT, and Salesforce AI enhances the sales methodology and customer engagement.
Conclusion
In summary, Altify is a robust sales and account management platform that leverages Salesforce integration to provide advanced relationship mapping, account planning, sales reference management, and opportunity mapping. Its continuous enhancements focus on improving productivity, collaboration, and the use of AI to drive better sales outcomes.