Altify - Detailed Review
Sales Tools
Altify - Product Overview
Altify Overview
Altify, a product offered by Upland Software, is a sophisticated sales tool that leverages AI to enhance sales productivity, particularly in the areas of account planning and deal management.
Primary Function
Altify’s primary function is to simplify and streamline complex sales processes for B2B organizations. It helps sales professionals identify key relationships, uncover critical buying insights, and align sales processes with the buyer’s journey. This enables sellers to focus more on building relationships and driving revenue growth.
Target Audience
The target audience for Altify includes sales teams and revenue organizations within B2B companies. It is particularly beneficial for roles such as sales managers, account managers, business development representatives, and customer success managers who need to manage and grow their accounts effectively.
Key Features
Altify offers several key features that make it a valuable tool for sales teams:
Relationship Map
This feature helps visualize key players and their influence within buying groups, enabling sellers to build effective connections and relationship strategies.
Insight Map
It provides critical insights into buyers’ business challenges and motivations, helping sellers deliver clarity and gain trust.
Sales Process
Altify guides sales managers in tracking team pipeline progress, identifying risks, and coaching team members to close deals more effectively.
Deal Qualification and Execution
The tool helps sellers assess deals, understand the real opportunities, and qualify deals better to increase win rates and deal sizes.
Account Planning
Altify allows sellers to create centralized account plans and intelligence, focusing on both immediate objectives and long-term strategies for revenue growth. The recent introduction of Altify Account Plan enables sellers to work directly at the account level in Salesforce, refining account details, setting objectives, and identifying whitespace and potential opportunities.
Altify MaxAI
This AI-powered enhancement automates time-consuming tasks, such as identifying key players, uncovering critical buying insights, and providing actionable deal summaries. It also streamlines strategic planning for account growth and deal progression, giving sales teams a strategic advantage through data-backed decisions.
Integration with Salesforce
Altify solutions are 100% native Salesforce applications, leveraging the benefits of Salesforce’s infrastructure, data management, security, and certifications.
Conclusion
Overall, Altify is a comprehensive AI-enhanced sales solution that helps sales teams simplify their processes, make informed decisions, and drive revenue growth.
Altify - User Interface and Experience
The User Interface of Altify
The user interface of Altify, a Sales Tools AI-driven product, is crafted to be user-friendly and intuitive, particularly for those involved in sales and account management.
Ease of Use
Users have consistently praised Altify for its ease of use. The software interface is described as user-friendly, optimizing all necessary functions for tracking Customer Relationship Officers (CRO) and managing sales processes. The latest releases, such as the 9.12 Spring ’24 and 9.13 Fall ’24 updates, have further simplified the user experience. For instance, the opportunity mapping capabilities now feature an upgraded user interface that makes viewing open whitespace opportunities clearer and easier to manage.
User Interface Enhancements
Several key enhancements have been made to improve the user interface:
- Opportunity Maps: The interface for opportunity maps has been updated to make it easier to view and manage open whitespace opportunities. The Total Addressable Market view now uses a graphic layout to help interpret data effectively.
- Account Launchpad: The previous multiple launchpads on accounts have been consolidated into one, providing a streamlined and up-to-date snapshot of critical account data such as pipeline, insights, relationships, objectives, and actions.
- Test and Improve: The summary page for structured Test and Improve sessions has been improved, allowing sellers to filter questions, gaps, recommendations, and pinned comments. This helps focus conversations and track actionable progress.
- Tooltips and Notifications: Additional tooltips have been added to provide definitions, instructions, and context, making it clearer how to use specific features. Notifications confirm the completion of actions, giving users peace of mind that their work is logged correctly.
Consistent Design
Altify has implemented a consistent design across all dialogs, ensuring a cohesive and intuitive experience. The configuration of Altify Contact and Action dialogs has been simplified, reducing the number of settings required from three to two.
Integration with Salesforce
Altify is deeply integrated with Salesforce, which enhances its usability. It provides a single source of truth for account planning, eliminating the need for separate documentation. This integration allows for bi-directional syncing with Salesforce objects such as contacts, opportunities, and tasks, reducing duplicative data entry.
User Feedback
Users appreciate the streamlined workflows and optimized user interfaces. The support team and implementation process have also been highlighted as positive aspects, with users noting that the Altify team was amazing to work with.
Overall, the user interface of Altify is designed to be straightforward, efficient, and highly integrated with Salesforce, making it an effective tool for sales teams to manage their accounts and opportunities.
Altify - Key Features and Functionality
Altify Overview
Altify, a product by Upland Software, offers a suite of AI-enhanced sales tools that simplify and streamline sales processes for B2B organizations. Here are the main features and how they work, along with the benefits and AI integration:Relationship Map
The Relationship Map feature allows sales teams to visualize key players and their influence within buying groups. This tool helps in building effective connections and enhancing relationship strategies. It auto-populates missing contacts and personas, ensuring that sellers have a complete view of the decision-makers and influencers involved in the buying process. This automation replaces manual search and entry, enhancing sales productivity and enabling sellers to take a more strategic approach to their relationships.Insight Map
The Insight Map provides critical insights into buyers’ business challenges and motivations. It automates suggestions for account goals, pressures, initiatives, and obstacles, helping sellers deliver clarity and gain trust with their prospects. This feature uncovers key buyer motivations, allowing sellers to align their sales strategies more closely with the buyers’ needs.Sales Process
Altify’s Sales Process feature gives sales managers a comprehensive view of the team pipeline. It helps track progress, identify risks, and coach team members to close deals more effectively. This tool ensures that sales processes are aligned with the customers’ buying cycles, accelerating sales cycles and improving overall sales performance.Team View
The Team View allows sales managers to monitor the team pipeline, track progress, and identify potential risks. This feature facilitates coaching and helps in closing deals by providing a clear overview of the sales team’s activities and performance.Deal Qualification
Altify guides sellers in assessing deals to better understand the real opportunities, competitiveness, and winnability. This feature helps in qualifying new deals and pursuing opportunities that are likely to result in wins, thereby boosting deal size and win rates.Deal and Account Reviews
This feature helps uncover gaps and develop recommendations through collaborative review sessions. It enhances broader account team collaboration, ensuring that all team members are aligned and working together effectively to improve deal outcomes and account growth.Altify MaxAI
Altify MaxAI is a significant enhancement that integrates AI into various aspects of sales productivity. Here are some key features:Identifying Key Players
Automatically fills gaps in contact and persona data, enabling sellers to focus on high-value activities.Uncover Critical Buying Insights
Automates suggestions for account goals, pressures, initiatives, and obstacles to uncover key buyer motivations.Actionable Deal Summaries
Converts deal signals into actionable insights, giving sellers a winning edge in managing deals.Strategic Planning for Account Growth
Automates account research to develop winning account strategies that drive success.Strategic Planning for Deal Progression
Streamlines strategic deal planning with automated competitive research for faster, more efficient wins.Integration with Salesforce
All Altify solutions are 100% native Salesforce applications, leveraging the infrastructure, data management, security, and dependability provided by Salesforce. This integration allows seamless interaction between Altify tools and Salesforce, enhancing the overall sales process and productivity.Conclusion
In summary, Altify’s AI-enhanced solutions automate time-consuming tasks, provide valuable insights, and help sales professionals focus more on building relationships and driving revenue growth. The integration of AI through Altify MaxAI significantly enhances sales productivity by automating key aspects of account planning and deal management. Altify - Performance and Accuracy
Evaluating Upland Altify in Sales Tools
Evaluating the performance and accuracy of Upland Altify in the Sales Tools AI-driven product category involves examining its key features, user feedback, and any identified limitations.
Performance
Altify is praised for its ability to simplify complex sales processes through AI-enhanced solutions. Here are some key performance highlights:
Automation and Streamlining
Altify MaxAI automates various tasks such as identifying key players, uncovering buying insights, and providing actionable deal summaries. This allows sales teams to focus more on building client relationships and driving revenue growth.
Integration with Salesforce
Altify is a 100% native Salesforce application, which integrates seamlessly with Salesforce objects like contacts, opportunities, and tasks. This integration reduces duplicative data entry and enhances bi-directional syncing.
Sales Productivity
The platform enhances sales productivity by guiding sellers through effective, repeatable sales processes aligned with customers’ buying cycles. It also helps in qualifying deals and managing opportunities to boost win rates and deal sizes.
Accuracy
The accuracy of Altify is supported by its ability to provide insightful data and analytics:
Insightful Data
Altify’s AI-driven insights help sales teams identify key players, understand buyers’ business challenges and motivations, and align sales processes to buying processes. This leads to more informed decision-making and better relationship building.
Deal Qualification and Execution
The platform helps in assessing deals effectively, ensuring that sales teams pursue opportunities they can win. This improves the accuracy of deal qualification and execution.
Limitations and Areas for Improvement
Despite its strengths, there are some areas where Altify could improve:
User Interface and Navigation
Some users find the UI/UX complex and difficult to navigate. There have been requests for a single page to manage all work within the application, as some areas seem redundant.
Customization and Functionality
While Altify allows some customization, users have noted limitations in this regard. There is a desire for more flexibility in customizing the product to meet specific business needs.
Training and Support Materials
Users have mentioned that the support documents could be better organized, and there is a need for more training materials to help users fully utilize the platform.
Cost Structure
The cost of Altify can be steep for small companies, which might limit its adoption in smaller businesses.
User Feedback
User reviews highlight both the strengths and weaknesses of Altify. Users appreciate the user-friendly interface, the sound sales methodology, and the excellent support provided by the Altify team. However, they also point out the need for more updates with significant impacts on efficiency and analytics.
In summary, Altify performs well in automating sales tasks, providing insightful data, and integrating with Salesforce. However, it faces challenges in terms of user interface complexity, customization limitations, and the need for better training materials and cost structure adjustments.
Altify - Pricing and Plans
Pricing
- The starting price for Upland Altify is $20 per user per month, with a minimum commitment of 12 months.
Plans and Tiers
- There is no detailed tier structure provided on the official websites or the resources available. The pricing seems to be a flat rate per user per month, without multiple tiers or varying feature sets based on the plan.
Features
- Despite the lack of tiered plans, Upland Altify offers a comprehensive set of features, including:
- Account Planning: Helps in generating value and growing revenue through strategic account planning.
- Opportunity Management: Guides sellers in managing and qualifying deals to improve win rates.
- Relationship Mapping: Visualizes key players and influences in buying groups to build effective connections.
- Sales Process Manager: Maps effective, repeatable sales processes to customers’ buying cycles, accelerating sales cycles.
- AI-enhanced insights: Provides critical insights into buyers’ business challenges and motivations.
Free Options
- There are no free trials or free versions available for Upland Altify.
Summary
In summary, while Upland Altify does not offer multiple pricing tiers or a free version, it provides a unified set of features aimed at optimizing sales processes and account management, all at a flat rate of $20 per user per month with a minimum 12-month commitment.
Altify - Integration and Compatibility
Integration and Compatibility of Altify
Altify, a sales tools platform integrated with AI, is notable for its seamless integration with various tools and its compatibility across different platforms. Here are some key points on its integration and compatibility:Integration with Salesforce
Altify is a 100% native Salesforce application, which means it leverages all the benefits of Salesforce’s infrastructure, data management, security, and compliance. This native integration ensures that Altify works seamlessly within the Salesforce ecosystem, making it highly effective for sales teams already using Salesforce.Google Docs Integration
Altify integrates with Google Docs, allowing sellers to collaborate on account and opportunity plans in real-time or asynchronously. This integration adds a custom “Google Docs” tile or tab within Altify, automatically creating shared Google Docs linked to each opportunity and account plan. However, users need to have their own Google Workspace licenses and purchase licenses for Appiphony’s “Drive Connect” app from the Salesforce AppExchange to enable this integration.Slack Integration
Altify also integrates with Slack, enabling real-time or asynchronous collaboration on account and opportunity plans. This integration allows teams to send messages between Slack and Altify, capturing all critical insights and feedback within Altify for future reference. Users need to bring their own Slack licenses and install the necessary apps from the Salesforce AppExchange and Slack’s App Directory to enable this integration.AI and Salesforce Sales GPT
Altify benefits from its partnership with Salesforce, particularly with the introduction of Salesforce Sales GPT powered by Einstein GPT. This integration allows customers to leverage generative AI features, combining the capabilities of Salesforce, Altify, and AI to deliver significant value across the revenue team and to customers.Other Tools and BI Software
Altify supports integration with other tools such as Einstein, Tableau, and other business intelligence (BI) software. It provides managed and unmanaged Salesforce packages with standard reports, dashboards, and custom reporting capabilities, ensuring that revenue teams can utilize a wide range of analytics tools effectively.Global Collaboration
The platform is designed to support global teams, allowing collaboration across different offices, time zones, and continents. Whether through Google Docs, Slack, or directly within Altify, teams can work together efficiently, regardless of their geographical location.Conclusion
In summary, Altify’s integration capabilities are highly aligned with how sales teams naturally work, especially those already invested in the Salesforce ecosystem. Its compatibility with Google Docs, Slack, and various BI tools makes it a versatile and effective tool for sales teams looking to enhance their collaboration and productivity. Altify - Customer Support and Resources
Customer Support Options
Altify provides several support mechanisms to ensure users get the most out of their sales productivity solutions:Expert-Led Training and Methodology
Altify combines technology with strategy and methodology, offering training led by experts who created the category. This ensures that sales teams are well-equipped to implement account planning best practices effectively.Account Planning Tools and Resources
Users have access to comprehensive account planning tools that help in identifying key players, uncovering business insights, and aligning sales processes with buying processes. These tools are integrated within Salesforce, making it seamless to manage and execute deals.Deal and Account Reviews
Altify facilitates deal and account reviews, which help in uncovering gaps, developing recommendations, and fostering broader account team collaboration. This is done through structured review sessions that test and improve strategies.Collaboration Tools
Altify integrates with tools like Slack and Google Docs, allowing teams to collaborate in real-time or asynchronously. This integration enables revenue teams to refine account plans and capture critical insights and feedback directly within Altify.Additional Resources
Altify offers a variety of resources to support its users:Interactive Demos
Users can engage with self-paced, interactive demos to understand how Altify Accounts works and how it can be integrated into their sales processes.Webinars and Thought Leadership
Altify provides access to webinars and thought leadership discussions that focus on growing footprint and increasing pipeline within accounts. These resources help in maturing deals and finding the right references to seal deals.Best Practices and Success Stories
Altify shares inspiring stories and best practices from top sales leaders, highlighting how to win, retain, and grow accounts. This helps in positioning sales teams as trusted advisors rather than just vendors.Reporting and Analytics
Altify offers managed and unmanaged Salesforce packages with multiple standard reports and dashboards. These support business administrators and revenue teams with custom reporting capabilities and integration with tools like Einstein, Tableau, and other BI software.Documentation and FAQs
Comprehensive FAQs and documentation are available to address common questions and provide detailed information about the Altify Account Manager and its integration with Salesforce. By leveraging these support options and resources, Altify ensures that its users can effectively implement and benefit from their AI-enhanced sales solutions. Altify - Pros and Cons
Advantages of Altify
Altify, an AI-driven sales tool integrated with Salesforce, offers several significant advantages for B2B sales professionals:Enhanced Relationship Mapping
Altify helps sellers identify key players and their influence within buying groups, going beyond traditional org charts to uncover hidden lines of influence. This enables more strategic relationship-building and better alignment with the needs of key decision-makers.Automated Insights and Data Management
With the introduction of Altify MaxAI, the platform automates time-consuming tasks such as filling contact data, suggesting account insights, and providing actionable deal summaries. This automation allows sellers to focus more on building relationships and driving revenue growth.Improved Team Collaboration
Altify Insights aligns the extended revenue team, including sales, marketing, and customer success, with a single customer view. This enhances collaboration, helps uncover gaps, and supports better account planning and deal management.Strategic Account Planning
The tool automates account research and develops winning account strategies, helping sellers prioritize top accounts and identify new growth opportunities quickly. It also streamlines strategic deal planning with automated competitive research.Actionable Deal Summaries and Qualification
Altify converts deal signals into actionable insights, giving sellers a clear edge in deal management. It also guides sellers in assessing deals to better understand the real opportunities and their competitiveness.Integration with Salesforce
Being 100% native to Salesforce, Altify leverages the benefits of Salesforce’s infrastructure, data management, security, and certifications, making it seamless for sellers to use within their familiar CRM environment.Disadvantages of Altify
While Altify offers numerous benefits, there are some potential drawbacks to consider:Cost
Altify is a paid service with a starting price of $20 per month, and there is no free trial or free version available. This could be a barrier for smaller businesses or those on a tight budget.Dependence on AI and Automation
While the AI-driven features are a significant advantage, there might be a learning curve for some users to fully utilize these capabilities. Additionally, any reliance on AI can sometimes lead to inaccuracies if the data fed into the system is not accurate.Limited User Reviews
As of the current information, there are only a few user reviews available, which might make it difficult for potential users to get a comprehensive view of the product’s performance from multiple perspectives.No Free Trial
The lack of a free trial can make it challenging for potential users to test the product before committing to a purchase, which could be a deterrent for some businesses. In summary, Altify offers powerful AI-driven solutions that significantly enhance B2B sales processes, but it comes with a cost and may require some time to fully adapt to its automated features. Altify - Comparison with Competitors
When Comparing Altify MaxAI to Other AI-Driven Sales Tools
When comparing Altify, particularly with its new AI-powered solution Altify MaxAI, to other AI-driven sales tools, several unique features and potential alternatives stand out.
Unique Features of Altify MaxAI
- Integration with Salesforce: Altify MaxAI is 100% Salesforce native, leveraging all the benefits of Salesforce’s infrastructure, including real-time data access, scalability, and security. This integration ensures that no data is transferred to third-party servers, reducing risks of sync errors, data latency, and security issues.
- Automated Data Filling and Insights: Altify MaxAI automatically fills gaps in contact and persona data, provides automated suggestions for account goals, pressures, initiatives, and obstacles, and converts deal signals into actionable insights. This helps sellers focus on strategic activities and identify key buyer motivations.
- Strategic Planning Automation: The solution automates account research to develop winning account strategies and streamlines strategic deal planning with automated competitive research. This enables faster and more efficient wins.
- Embedded Sales Methodology: Altify comes embedded with the Target Account Selling (TAS) methodology, which can be customized to other preferred methodologies during implementation. This provides a structured approach to sales and account management.
Potential Alternatives
Exceed.ai by Genesys
- Conversational AI: Exceed.ai offers AI-powered conversations, meeting scheduling, and lead qualification processes. It is particularly useful for teams looking to scale without increasing headcount. However, it is priced at $1950 per month, which may be too expensive for small businesses or early-stage startups.
- Lead Qualification and Re-engagement: Exceed.ai automates lead qualification by asking qualifying questions and hands over quality leads based on their answers. It also helps in lead re-engagement to find more qualified leads.
Salesforce Einstein
- AI-Powered CRM: Salesforce Einstein integrates with the Salesforce CRM to provide AI-powered insights into sales and customer data. It generates sales content based on customer data, summarizes sales calls, and offers customizable dashboards to develop more efficient sales processes.
- Content Generation and Automation: Einstein’s AI capabilities include generating sales content and automating various sales tasks, which can foster more personal relationships with customers and prospects.
Key Differences
- Native Integration: Altify MaxAI’s 100% native integration with Salesforce sets it apart from other solutions that may require data transfer to third-party servers. This ensures better data integrity and security.
- Sales Methodology: Altify’s embedded sales methodology, such as TAS, provides a structured approach that is not always available in other tools like Exceed.ai or Salesforce Einstein.
- Cost and Scalability: While Altify MaxAI is designed for scalability and has a lower cost of ownership due to its native Salesforce integration, Exceed.ai is more expensive and targeted at enterprise companies. Salesforce Einstein’s pricing is not publicly disclosed, but it is generally part of the broader Salesforce suite.
In summary, Altify MaxAI stands out for its seamless integration with Salesforce, automated data filling and insights, and embedded sales methodology. However, alternatives like Exceed.ai and Salesforce Einstein offer different strengths, such as conversational AI and AI-powered CRM capabilities, which may be more suitable depending on the specific needs of the sales organization.
Altify - Frequently Asked Questions
Frequently Asked Questions about Upland Altify
Q: What is Upland Altify and what does it do?
Upland Altify is a sales optimization tool that combines innovative technology with expert-led sales methodology to help businesses generate value and grow revenue. It provides account planning software, opportunity management, and relationship mapping, all integrated within the Salesforce platform. Altify guides sellers with contextual actions, insights, and best practices to improve sales cycles and win rates.
Q: What are the key features of Upland Altify?
Key features include the Relationship Map, which helps identify and visualize key decision-makers; the Insight Map, which provides critical insights into buyers’ business challenges and motivations; the Sales Process Manager, which guides sellers through a structured sales process; and the Opportunity Manager, which helps qualify and manage deals effectively. Additionally, Altify offers Deal and Account Reviews, and Sales Performance Manager to enhance sales performance.
Q: How does Upland Altify integrate with other tools?
Upland Altify is a 100% native Salesforce application, which means it leverages all the benefits of Salesforce’s infrastructure, data management, security, and certifications. It also integrates with other tools such as Google Docs, Slack, and Quip.
Q: What is the pricing model for Upland Altify?
Upland Altify offers a subscription-based pricing model, starting at $20 per user per month, with a minimum 12-month term. There is no free trial or free version available.
Q: What languages does Upland Altify support?
Upland Altify currently supports the English language.
Q: Does Upland Altify offer an API?
No, Upland Altify does not have an API available.
Q: Who are the typical users of Upland Altify?
The typical users of Upland Altify are large enterprises and mid-sized businesses.
Q: What kind of support does Upland Altify offer?
Upland Altify offers various support options, including email/help desk, phone support, FAQs/forum, knowledge base, and chat support.
Q: How does Altify MaxAI enhance Upland Altify’s capabilities?
Altify MaxAI brings advanced AI capabilities to Upland Altify, such as automatically identifying key players, uncovering critical buying insights, providing actionable deal summaries, and automating account and deal research to develop winning strategies. This helps sellers focus more on building relationships and driving revenue growth.
Q: Can Upland Altify be used to align the extended revenue team?
Yes, Upland Altify helps unite sales, marketing, and customer success teams with a single customer view, enabling better collaboration, uncovering gaps, and growing revenue. This alignment is facilitated through tools like Insight Maps and Account Manager.
Q: How does Upland Altify help in deal qualification and execution?
Upland Altify’s Opportunity Manager guides sellers to assess deals effectively, identify risks, and take necessary actions. The Sales Process Manager ensures that sellers follow a structured sales process, and the Deal and Account Reviews help in identifying gaps and developing recommendations to improve deal execution.
Altify - Conclusion and Recommendation
Final Assessment of Altify in the Sales Tools AI-driven Product Category
Altify, an AI-enhanced sales solution provided by Upland Software, is a comprehensive tool that simplifies and streamlines complex sales processes, particularly for B2B organizations with long sales cycles. Here’s a detailed assessment of who would benefit most from using Altify and an overall recommendation:Target Audience
Altify is ideally suited for large enterprises involved in complex B2B selling, such as those in the healthcare, technology, and financial sectors. Companies like HP Enterprise, Becton Dickinson, and United Healthcare, which have lengthy sales cycles and multiple stakeholders, can significantly benefit from Altify’s solutions.Key Benefits
- Relationship Mapping: Altify helps visualize key players and their influence within buying groups, enabling effective relationship strategies and connections.
- Insight Generation: The platform provides critical insights into buyers’ business challenges and motivations, helping sellers deliver clarity and build trust.
- Sales Process Alignment: Altify aligns sales processes with the customers’ buying cycles, accelerating sales cycles and improving deal qualification and execution.
- Account Planning: It offers centralized account plans and intelligence to focus on both immediate and long-term revenue growth strategies.
- AI-driven Coaching: The platform provides automated coaching to sellers based on key signals and data, helping them make informed decisions and improve their chances of winning deals.