Verified User in Information Technology and Services
Star Rating: 0

What do you like best about the product?
It provided an organizational chart that could be utilized natively in SFDC.

What do you dislike about the product?
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.

What problems is the product solving and how is that benefiting you?
Relationship mapping

Michael K.
Star Rating: 4

What do you like best about the product?
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.

What do you dislike about the product?
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.

What problems is the product solving and how is that benefiting you?
Account Planning for Strategic customers. Mapping strategy of the accounts as well as understanding product priorities to win and close business.

Verified User in Computer Software
Star Rating: 3.5

What do you like best about the product?
Very comprehensive account planning solution, particularly good for longer sales cycle planning

What do you dislike about the product?
Training and support is lacking. Adoption is always the key and Altify could do more to help with implementation and adoption.

Recommendations to others considering the product:
Get Altify involved in your implementation.

What problems is the product solving and how is that benefiting you?
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.

Greg M.
Star Rating: 5

What do you like best about the product?
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.

What do you dislike about the product?
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)

Recommendations to others considering the product:
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.

What problems is the product solving and how is that benefiting you?
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

John Q.
Star Rating: 5

What do you like best about the product?
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.

What do you dislike about the product?
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.

Recommendations to others considering the product:
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.

What problems is the product solving and how is that benefiting you?
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.

Verified User in Events Services
Star Rating: 2.5

What do you like best about the product?
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

What do you dislike about the product?
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.

Recommendations to others considering the product:
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.

What problems is the product solving and how is that benefiting you?
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....

Chris W.
Star Rating: 5

What do you like best about the product?
Altify allows me to keep much better track of my opportunities when compared to the standard opportunity object.

What do you dislike about the product?
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.

Recommendations to others considering the product:
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.

What problems is the product solving and how is that benefiting you?
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.

Drew B.
Star Rating: 4.5

What do you like best about the product?
The ability to easily create robust account plans, with multiple cross functional teams and manage the plan to drive revenue

What do you dislike about the product?
I think having access to some types of quick on demand training videos would be helpful.

Recommendations to others considering the product:
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.

What problems is the product solving and how is that benefiting you?
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.

Bob C.
Star Rating: 5

What do you like best about the product?
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.

What do you dislike about the product?
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.

Recommendations to others considering the product:
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.

What problems is the product solving and how is that benefiting you?
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.

Paulo S.
Star Rating: 5

What do you like best about the product?
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.

What do you dislike about the product?
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.

What problems is the product solving and how is that benefiting you?
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.

Grant C.
Star Rating: 5

What do you like best about the product?
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.

What do you dislike about the product?
Account planning is challenging and complex, reinforcement and update cadence are crucial to success on rollout.

What problems is the product solving and how is that benefiting you?
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.

Bill B.
Star Rating: 3.5

What do you like best about the product?
I like how flexible and customizable to fit your existing sales process the platform is.

What do you dislike about the product?
I haven't learned enough about the product yet ... I have concerns around implementation time and complexity.

What problems is the product solving and how is that benefiting you?
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.

Verified User in Retail
Star Rating: 4

What do you like best about the product?
Political mapping of your customers is invaluable! Seeing the visual heirarchy opens up the valuable view of where you have penetrated the customer organisation.

What do you dislike about the product?
The overall methodology is complicated and takes time to embed properly

Recommendations to others considering the product:
Altify is a great tool and offers a comprehensive methodology. This will take time and needs full executive support to be successful.

What problems is the product solving and how is that benefiting you?
Altify is changing our salesteams viewpoint to think more from a customer perspective. Defining needs and opinions is helping to define strategy.

Lewis W.
Star Rating: 5

What do you like best about the product?
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.

What do you dislike about the product?
It can be time consuming if you have short cycles, but make sure you're using it for the right deals.

What problems is the product solving and how is that benefiting you?
Improved close ratio on deals

Verified User in Information Services
Star Rating: 5

What do you like best about the product?
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.

What do you dislike about the product?
Altify is it is only available with (Salesforce.com (SFDC).

Recommendations to others considering the product:
The software is excpetional, however I recommend you also invest in the implementation services

What problems is the product solving and how is that benefiting you?
4 specific challenges: Deal Slippage (poor forecasting), Sales cycle length was to long, Win Rates were poor and opportunity management was inconsistent.

Josh C.
Star Rating: 4.5

What do you like best about the product?
Framework for critical assessment of an account. Chris Y is great.

What do you dislike about the product?
Seems technically light. integration team disappointed in the ability to read from SFDC. No mobile application.

What problems is the product solving and how is that benefiting you?
changed the behavior of sales people to dig deeper into their firms' strategy

Skeet A.
Star Rating: 5

What do you like best about the product?
The Altify tool set in Salesforce is intuitive and prompts the sales team to engage in strategic selling practices.

What do you dislike about the product?
Initial account plan set up can be a bit overwhelming without a coach.

What problems is the product solving and how is that benefiting you?
Increased pipeline, win rates and deal size.

Verified User in Automotive
Star Rating: 5

What do you like best about the product?
Altify is helpful for driving consistency in our sales process and focus on the opportunities that matter, amongst our teams who are using it

What do you dislike about the product?
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.

What problems is the product solving and how is that benefiting you?
We’re 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.

Verified User in Computer Software
Star Rating: 4.5

What do you like best about the product?
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.

What do you dislike about the product?
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.

Recommendations to others considering the product:
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.

What problems is the product solving and how is that benefiting you?
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

Verified User in Information Technology and Services
Star Rating: 4.5

What do you like best about the product?
Integration with Salesforce and capacity to graphically map relationships between influencers and decision makers

What do you dislike about the product?
usability for very large maps (>30 contacts). Requires several account or opportunity maps instead of just one. .

Recommendations to others considering the product:
Good tool

What problems is the product solving and how is that benefiting you?
Document prospect/customer organization for sales strategy discussion

Verified User in Internet
Star Rating: 5

What do you like best about the product?
Easy to use and super intuitive, really appreciate the salesforce integration too so I have everything in one place

What do you dislike about the product?
With very large maps created I wish it was a little easier to scroll throigh

What problems is the product solving and how is that benefiting you?
Visualizing my customers Organisation for internal purposes

Verified User in Accounting
Star Rating: 4

What do you like best about the product?
I like how the sales are mapped to the customer buying process.

What do you dislike about the product?
A few features are missing or could be improved (integration with other partners, data consolidation)

What problems is the product solving and how is that benefiting you?
I solved some missing link in a buying process I was managing. It helped me better understand the flaws and improve it.

Verified User in Management Consulting
Star Rating: 5

What do you like best about the product?
A simple methodology that has enormous impact in creating value for the client and the revenue team alike.

What do you dislike about the product?
Very little to dislike. Visually easy on the eye, easy to navigate. The Methodology is the critical part though.... the Software is ‘easy’....

Recommendations to others considering the product:
Keep customer, not seller, front of mind when tailoring

What problems is the product solving and how is that benefiting you?
Bringing a consistent approach to qualification of opportunities which means I am only resourcing the right deals for the right reasons

Verified User in Telecommunications
Star Rating: 5

What do you like best about the product?
A very concise formula that can be applied in many scenarios.

What do you dislike about the product?
Nothing I can think of. Maybe more specific questions we can ask to qualify

Recommendations to others considering the product:
Great tool!

What problems is the product solving and how is that benefiting you?
Understand how to qualify opportunities to position a win.

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
It makes me ask the tough questions early in a cycle to qualify in/out. Relationship map building is intuitive and easy to use

What do you dislike about the product?
Some of the questions during assessment are a bit redundant.

What problems is the product solving and how is that benefiting you?
Qualifying deals early. Helping me understand gaps in the deal.

Verified User in Telecommunications
Star Rating: 5

What do you like best about the product?
integration with SFDC. ease of use. intuitive nature. methodology behind the platform.

What do you dislike about the product?
there is nothing i dislike at this time.

What problems is the product solving and how is that benefiting you?
better capture of account intel. consistent language/methodology. deeper account planning discussions around T&Is. alignment on Opportunity progression and sales process.

Verified User in Information Technology and Services
Star Rating: 4

What do you like best about the product?
Organization mapping is very valuable.

What do you dislike about the product?
required to manually input value delivered to customer

What problems is the product solving and how is that benefiting you?
Identifying key stakeholders we haven't engaged with

Steve L.
Star Rating: 4.5

What do you like best about the product?
the underlying intelligence and business process - meaning, the insight you get delivered after answering important and strategic questions.

What do you dislike about the product?
Navigation from key map or screen is Awful. The lag time of SFDC compounds the design issue.

What problems is the product solving and how is that benefiting you?
Altify provides a visual and insightful tool that allows Account Executives to provide greater context to their account development plans beyond metrics. The narrative the tool asks for in the Plan Details is essential for dialogue with your team and boss.

Megan F.
Star Rating: 4

What do you like best about the product?
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!

What do you dislike about the product?
I wish Altify integrated with more programs. Some of the feedback we've received is on par with this.

What problems is the product solving and how is that benefiting you?
We use Altify for our sales team to manage their sales info and deals. They love how streamlined it is.

Verified User in Information Technology and Services
Star Rating: 3.5

What do you like best about the product?
I like the level of detail Altify allows you to share with your teammates.

What do you dislike about the product?
I do not like the overabundance of repetitive information

What problems is the product solving and how is that benefiting you?
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.

Verified User in Information Technology and Services
Star Rating: 2.5

What do you like best about the product?
as a visual person I really like the ability to visually see the insight maps, personal maps, etc.

What do you dislike about the product?
it's a bit lengthy making it hard to complete a full account

What problems is the product solving and how is that benefiting you?
better understand my customers business, the key players, and how to approach the account.

Verified User in Information Services
Star Rating: 4.5

What do you like best about the product?
I like its integration inside of Salesforce CRM; I like the visualization of the political mapping.

What do you dislike about the product?
The user interface can be a little confusing at first.

What problems is the product solving and how is that benefiting you?
Account Insight, Account Penetration. People Mapping.

Josh D.
Star Rating: 5

What do you like best about the product?
Forecast Accuracy - With the sales stages broken down into qualifiers, we now have a situation where all our Account Execs use stages in exactly the same way. The things Altify does with this information are awesome. Firstly, it provides anaylsis of a deal's likeliness to close, and secondly, Altify provides its own estimated close date. Both of these functions have proved eerily accurate, outperforming Account Execs own estimations of their deals.

What do you dislike about the product?
Nothing. As nothing else exists like Altify, it's hard to say I dislike anything.

Recommendations to others considering the product:
Set up can take time - you will want to properly analyse your sales process before installing and build Altify to match your own practice. If you put the time in at the beginning, the pay off will be huge.

What problems is the product solving and how is that benefiting you?
Inaccurate forecasting, Sales people using stages differently (one man's 'Prospecting' not being equal to another's), not enough detail on opportunity progression.

Verified User in Architecture & Planning
Star Rating: 4.5

What do you like best about the product?
I like Altify because it allows for a smooth experience with easy access. It offers the company ease, is user friendly and allows for success within the managerial positions.

What do you dislike about the product?
I do not like that Altify is not as updated. I would enjoy for it to be updated often to keep up to date with company morals and values.

What problems is the product solving and how is that benefiting you?
The business problems I am helping to solve is achieving success in managerial positions.

Sean B.
Star Rating: 5

What do you like best about the product?
Tas give me the abilitiy tobaccomplish all my needs and wants

What do you dislike about the product?
Takes awhile to get use to, but after that its a breeze

What problems is the product solving and how is that benefiting you?
Able to track all my deals in one central location

Verified User in Information Technology and Services
Star Rating: 4.5

What do you like best about the product?
TAS Dealmaker is easy to use; it's available right within our CRM (salesforce) and allows for instant collaboration and analysis for opportunity and account reviews.

What do you dislike about the product?
It can be fairly repetitive when doing multiple opportunities, but this can be managed.

Recommendations to others considering the product:
Take time to customize the configuration to meet your business process. Don't underestimate training and get your mid-managers to buy-in.

What problems is the product solving and how is that benefiting you?
Sales productivity and improving win/loss ratio

Verified User in Information Technology and Services
Star Rating: 3

What do you like best about the product?
Really good structured tool for guiding salespeople for through guided questions, Give a really clear answer to how we shape up against the competition

What do you dislike about the product?
Doesn't really look at the main competitor of "do nothing".

Recommendations to others considering the product:
Give it a trail. Also look a revenue storm or solution selling