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Compare Altify and Salesforce CRM Dashboards 
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At a Glance
Market Segments
Enterprise (54.9% of reviews)
Mid-Market (38.7% of reviews)
Entry-Level Pricing
Starting at $20.00 1 Users Per Month
No pricing available
Altify
Star Rating
(76)4.2 out of 5
Market Segments
Enterprise (54.9% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $20.00 1 Users Per Month
Learn more about AltifySalesforce CRM Dashboards
Star Rating
(36)4.3 out of 5
Market Segments
Mid-Market (38.7% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Salesforce CRM DashboardsSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Upland Altify excels in its Opportunity Scoring feature, with a score of 8.2, which helps sales teams prioritize leads effectively. In contrast, Salesforce CRM Dashboards, while offering robust features, does not match this level of specificity in opportunity management.
- Reviewers mention that the Ease of Setup is significantly better in Salesforce CRM Dashboards, scoring 8.1 compared to Upland Altify's 6.8. This makes Salesforce a more attractive option for teams looking to implement a CRM quickly without extensive training.
- G2 users highlight the Quality of Support as a strong point for both products, with both scoring 8.7. However, users on G2 note that Upland Altify's support is particularly responsive, which can be crucial for enterprise-level clients needing immediate assistance.
- Reviewers mention that Upland Altify's Pipeline Management feature, scoring 6.9, lacks the depth found in Salesforce CRM Dashboards, which offers more comprehensive tools for tracking sales stages and forecasting revenue.
- Users say that Salesforce CRM Dashboards shines in Interactive Dashboards, scoring 6.8, providing a more user-friendly experience for visualizing data across multiple devices, which is essential for teams on the go.
- Users report that Upland Altify's Account Management features, particularly in Historical Win/Loss Patterns, are more advanced, allowing for deeper insights into past performance, which can inform future strategies better than Salesforce's offerings in this area.
Pricing
Entry-Level Pricing
Altify
Altify Insights
Starting at $20.00
1 Users Per Month
Upland Altify Insights is a fully configurable, comprehensive solution, native on Salesforce, available for an annual subscription fee. Starting at $20 per user/per month with a minimum 12 month term.
- Altify Insights
Salesforce CRM Dashboards
No pricing availableFree Trial
Altify
Free Trial is available
Salesforce CRM Dashboards
No trial information availableRatings
Meets Requirements
8.4
66
9.0
24
Ease of Use
7.7
66
8.3
25
Ease of Setup
6.8
41
8.1
9
Ease of Admin
7.3
39
8.5
9
Quality of Support
8.7
61
8.7
24
Has the product been a good partner in doing business?
8.8
41
8.3
9
Product Direction (% positive)
8.6
66
7.6
24
Features by Category
Sales Team
8.0
22
Not enough data
7.6
22
Not enough data
7.5
21
Not enough data
Intelligence
7.4
21
Not enough data
6.2
18
Not enough data
6.7
20
Not enough data
Mapping
8.3
24
Not enough data
8.5
24
Not enough data
Agentic AI - Customer Revenue Optimization
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Sourcing and Forecasting
Not enough data
Not enough data
6.7
10
Not enough data
6.1
9
Not enough data
4.3
7
Not enough data
6.0
7
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
CRM Data Enrichment
3.8
7
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
4.8
7
Not enough data
5.5
7
Not enough data
Account Management
5.4
8
Not enough data
6.5
8
Not enough data
5.0
6
Not enough data
5.6
8
Not enough data
7.1
8
Not enough data
4.8
7
Not enough data
Agentic AI - Revenue Operations & Intelligence (RO&I)
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Salesforce AppExchange Apps
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Sales Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
6.7
13
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
6.7
13
Not enough data
6.8
13
Not enough data
Predictive Analytics
Not enough data
Not enough data
8.2
13
Not enough data
7.2
13
Not enough data
Not enough data
Not enough data
Sales Management
7.3
13
Not enough data
Feature Not Available
Not enough data
7.2
13
Not enough data
8.2
13
Not enough data
Categories
Categories
Shared Categories
Altify and Salesforce CRM Dashboards are categorized as Salesforce AppExchange Apps
Unique Categories
Altify is categorized as Revenue Operations & Intelligence (RO&I), Customer Revenue Optimization, and Sales Analytics
Salesforce CRM Dashboards has no unique categories
Reviews
Reviewers' Company Size
Altify
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Salesforce CRM Dashboards
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Information Technology and Services
29.2%
Computer Software
16.7%
Telecommunications
11.1%
Financial Services
4.2%
Computer & Network Security
4.2%
Other
34.7%
Information Technology and Services
16.1%
Telecommunications
9.7%
Computer Software
9.7%
Real Estate
6.5%
Market Research
6.5%
Other
51.6%
Discussions
What is Customer Revenue Optimization?
1 Comment
Official Response from Altify
Customer Revenue Optimization (CRO) is the combination of Strategy, Methodology, and Technology enabling the entire Revenue Team to deliver exceptional value...Read more
What is a CRO Strategy?
1 Comment
Official Response from Altify
A successful CRO strategy centers around value-focused discussions and behavior where customers see real value. We call this "putting the customer at the...Read more
What CRM systems do you work with?
1 Comment
Official Response from Altify
Altify is built natively on the Salesforce platform only.Read more
Salesforce CRM Dashboards has no discussions with answers
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