--- title: Altify Reviews meta_title: 'Altify Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 76 reviews by the users' company size, role or industry to find out how Altify works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 76 scale: '5' date_modified: '2026-06-24' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Altify Reviews **Vendor:** Altify **Category:** [Customer Revenue Optimization (CRO) Software](https://www.g2.com/categories/customer-revenue-optimization) **Average Rating:** 4.2/5.0 **Total Reviews:** 76 ## About Altify Altify is a Salesforce-native, AI-enhanced solution that helps B2B sales teams win bigger, faster, and drive more predictable revenue. It's designed for revenue teams who want to align their sales execution with customer needs, directly within Salesforce CRM. Altify provides the solutions to map key relationships, uncover business insights, and manage deals from beginning to end, all while maximizing account growth. Our enterprise-grade platform integrates proven methodologies with intelligent automation to drive consistent revenue growth and sales performance. Since 2005, Altify has empowered sales professionals in companies such as AWS, Apple, Lumen, Honeywell and Salesforce to achieve maximum sales performance through proven account planning, opportunity management, and sales process best practices. ## Altify Pros & Cons **What users like:** - Users praise the **quick and responsive customer support** of Altify, enhancing their overall experience and decision-making. (3 reviews) - Users find Altify's **account management features** effective for enhancing Salesforce adoption and streamlining account planning. (2 reviews) - Users value the **ease of use** of Altify, appreciating its user-friendly interface and responsive customer support. (2 reviews) - Users value the **efficiency** of Altify, as it enhances productivity and streamlines account planning effectively. (2 reviews) - Users appreciate the **AI-driven insights** from Altify for making informed decisions and managing deals effectively. (2 reviews) - Salesforce Integration (2 reviews) - Analytics (1 reviews) - Contact Information (1 reviews) - CRM Integration (1 reviews) - Users value the **excellent deal management support** by Altify, enhanced by AI-driven insights and seamless Salesforce integration. (1 reviews) **What users dislike:** - Users find the **interface not intuitive** , with complex navigation and hidden key details that hinder usability. (3 reviews) - Users find the **UI/UX complex** , suggesting it could be more intuitive for easier navigation. (1 reviews) - Users find the **cost structure steep** , making it difficult for small companies to afford Altify. (1 reviews) - Users find the **learning curve steep** due to limited functionality and a challenging interface. (1 reviews) - Users find the **learning difficulty** of Altify frustrating due to its limited functionality and complex interface. (1 reviews) - Limited Features (1 reviews) ## Altify Reviews ### 1. One of the most seamless softwares Ive used! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about Altify?** The ease of use. The software interface is user friendly and optimizes everything that is necessary for tracking CRO. I have tried multiple different softwares for this sector of my business and this has worked the best for me and my team. **What do you dislike about Altify?** I do not have any real frustrations with the software. I am always looking for new and exciting features - so maybe more updates with higher impacts that can help with efficiency and analytics. **What problems is Altify solving and how is that benefiting you?** It helps optimize both our CRO and our CRM programs. It benefits us by allowing us to streamline and automate services to improve both our customer and employee experiences. ### 2. Excellent and Supportive Vendor **Rating:** 5.0/5.0 stars **Reviewed by:** Joel V. | Sales Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2024 **What do you like best about Altify?** The software itself provides a good user interface for end users. The sales methodology is very sound.The Altify team that supports the implementation and rollout of the software was amazing. The best vendor I have ever worked with. A real pleasure to work with! **What do you dislike about Altify?** The back-end data model is entierly based on data, so Altify will not work in Dev sandboxes. Any dev work and testing needs to be done in a partial or full copy sandbox. Back end administration is a bit tedious and error-prone because of lack of support with change sets. **What problems is Altify solving and how is that benefiting you?** • Improved knowledge of customers’ business that is documented in a structured format • Better prioritization of accounts among individual sales/BD staff’s portfolios • Improved efficiency of selling efforts for sales/BD staff • Heightened customer awareness and consideration of our solutions • Improved positioning vs. competitors • Higher win rates **Official Response from Andrea Alvarez:** > Hi Joel, thanks for the amazing 10/10 review! Happy to hear you had a smooth implementation rollout. The best part is that you're seeing a great impact on Altify helping your team simplify selling and achieve your sales goals. If there's anything we can do to further your success, let us know! ### 3. Helped collaboration between project stakeholders **Rating:** 4.0/5.0 stars **Reviewed by:** Matteo B. | Freelance API Developer and Data Scientist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about Altify?** Upland Altify helped our team take more informed decisons and map out key decision makers in our business deals **What do you dislike about Altify?** The cost structure is quite steep for small companies **What problems is Altify solving and how is that benefiting you?** It helped take informed decisions and evaluate the revenue structure and future strategy easily ### 4. UPLAND ALTIFY **Rating:** 4.5/5.0 stars **Reviewed by:** Orlando G. | Sos Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about Altify?** - The AI driven Insights,salesforce interagtion, deal management support **What do you dislike about Altify?** Limited functionality alongside the interface being a bit difficult to learn **What problems is Altify solving and how is that benefiting you?** It has helped being able to find important account data through the AI feature. ### 5. Upland altify helped with our sales process **Rating:** 4.0/5.0 stars **Reviewed by:** Arturo G. | Search Engine Optimization Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2025 **What do you like best about Altify?** It's very straightforward and easy to use, the customer support is great and they're quick to respond **What do you dislike about Altify?** It doesn't have as much training material as I would like **What problems is Altify solving and how is that benefiting you?** Mostly streamlining operations ### 6. Streamlining account planning acorss our Enterprise Sales Segments **Rating:** 3.5/5.0 stars **Reviewed by:** Katie T. | Sr. Manager Sales Enablement, Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2024 **What do you like best about Altify?** The Altify Account Manager software is easy to use and configurable throughout the entire application meeting our Enterprise sales team needs. It is a simple and organized experience to conduct account planning. Alitfy Account Manager integrates with Salesforce objects such as contacts, opportunities, and tasks, reducing duplicative and entry, and it is a bi-directional sync with Salesforce. **What do you dislike about Altify?** An area of opportunity for Altify Account Manager is to provide the ability to associate opportunities directly with objectives. This would allow us to track the direct influence that account planning and specific objectives have on growing revenue for our organization. Our end users struggle with leveraging multiple components within Altify and would like a single page to all their work. Some areas seem redundant within the application. I wish Altify Account Manager exported account plans into an Executive summary that was ready to send to leadership. The Executive summary is not leader facing today. **What problems is Altify solving and how is that benefiting you?** Altify client's us to have an Enterprise approach to account planning across our Enterprise Sales teams. It allows us to build annual plans focusing on our client's vision, objectives, and challenges. It provides a single point to understand the holistic plan and the steps we are taking to assist our client's with achieving their goals. **Official Response from Tim Wulf:** > Hi Katie, Thank you very much for your review! We appreciate you sharing your experience about how Altify helps your Enterprise sales team with strategic account planning in Salesforce. ### 7. Decent - Could be better **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Altify?** Good account mapping cabailities. Similair to other providers such as Clari which we use now. **What do you dislike about Altify?** UI/UX is rather complex. Could be easier to navigate. **What problems is Altify solving and how is that benefiting you?** When I used Upland (Have since switched providers) we used it on our sales team to prospect into accounts that we knew would have higher probability to close. **Official Response from Andrea Alvarez:** > Thank you for taking the time to share your feedback on your past experience with Altify. Since your previous interaction, Altify has undergone significant enhancements. Our customers today have: - Enhanced User Experience: We've invested heavily in improving the user interface and overall user experience, making it more intuitive and easier to navigate. - AI-Powered Capabilities: Altify now leverages AI to automate many of the time-consuming tasks associated with account planning, such as data entry, research, and competitive analysis. This allows sales teams to focus on higher-value activities, such as building stronger customer relationships and closing more deals. - Streamlined Workflows: We've streamlined key workflows within the platform, making it easier for teams to collaborate and execute on their account plans. We are constantly striving to improve Altify based on customer feedback. We encourage you to learn more about the latest enhancements on our website or schedule a demo to see the new capabilities Altify now offers. ### 8. Altify (Sales Edge) Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Angell Cherie J. | Freelance Blogger, Enterprise (> 1000 emp.) **Reviewed Date:** February 12, 2024 **What do you like best about Altify?** -The planning abilities are a great tool! - The way the tool can be used to guide sellers in the direction they need to go, to be able to better ascertain winning a deal. -The tool is highly customizable to be able to fit your org. -Altify Support is outstanding! I have always gotten the assistance I need and expect, no matter how complex the issue. They strive to get back to you as quickly as possible and/or set expectations on when to expect to hear back. -Software has a modern feel and looks appealing and fresh. **What do you dislike about Altify?** -It's a pretty complex tool that takes some time to learn from an administrative aspect. There are a lot of settings that go along with the various parts of the solution. -it would be nice if there was an analytics tool that went along with it. -Feel the support documents could be organized a little better on the help site. Perhaps broken down in a way that makes searching for specifics a little easier. **What problems is Altify solving and how is that benefiting you?** Altify helps seller optimize deals and whitespace. **Official Response from Tim Wulf:** > Hi Angell, Thank you very much for your review. We appreciate you sharing your experience and support for Altify! ### 9. Great Account Planning tool, achieving Account Team Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Gregg W. | Sr. Director, Global Sales Operations, Sales Onboarding & Education, Enterprise (> 1000 emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Altify?** Altify provides easy access to account plans with a user-friendly interface embedded in Salesforce. Ability to identify a strategy for relationship building within an account. Working with the implementation team and dedicated Success Manager has increased utilization throughout the users and provided the proper support for the Sales Operation. **What do you dislike about Altify?** Altify's plan download to PPT might not fit your company's needs. **What problems is Altify solving and how is that benefiting you?** Altify provides a single source of truth for account planning through Salesforce. This eliminates accounts plans being done in PPT or other documentation sitting on a user's computer that no one has access. Identifying potential whitespace, Altify is used so that reps don't have to put all opportunities in the pipeline and forecast, these potential items can help with prequalifying opportunities. Account Manager Plans help reps who have multiple accounts with a portfolio view vs accessing one account plan at a time. **Official Response from Tim Wulf:** > Hi Gregg, Thank you for sharing your positive experience with Altify. We're glad to hear that Altify has provided your team easy access and user-friendly account planning within Salesforce! ### 10. Useful **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about Altify?** Helpful to boost salesforce adoption, helps streamline account planning **What do you dislike about Altify?** I don't really have anything that I can see as a con **What problems is Altify solving and how is that benefiting you?** Helps us to get more information on our customers and increase our close rate ### 11. Upland Altify Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 07, 2025 **What do you like best about Altify?** I thought the user interface was particular nice **What do you dislike about Altify?** Somtimes the key details are hidden in ways that are a bit unintuitive **What problems is Altify solving and how is that benefiting you?** Gathering analytics on revenue ### 12. Good tool to boost your Salesforce adoption **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Outsourcing/Offshoring | Enterprise (> 1000 emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Altify?** Altify has provided a solution that allows the Account managers to have a better visual view of the stakehlders and the engagement they have with them to create action plans to improve networking and possible cros sell possibilities. This tool also offers the solutionto export the data into a PPT that you can plaste in apowerpoint delivering more insight on the business reviews **What do you dislike about Altify?** There was before a Linked In connector and allowance to InMail from the tool without need to swap to a new tab to do so, with new LinkedIn releases this feature has been lost but it was a great asset to have, hope they can bring it back again **What problems is Altify solving and how is that benefiting you?** Making sure the account managers focus on their key stakeholders and provide insighful information about the level of enagement, also provides than a quick view of who they should ocntact for each aspect of the business. ### 13. Sales Process Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2024 **What do you like best about Altify?** It helps our sales team relate more to the buyer and focus more on what they are doing rather than what we are doing during the sales cycle. It helps show the progress in the sales cycle based on where the buyer is. Also, the support with Altify is wonderful - they are quick, responsive, and open to jumping on a call. **What do you dislike about Altify?** We cant change the status options on the qualifiers under each stage. They are hard coded to be yes no or in progress. I would like to be able to change those responses because not everything is a yes or no - some qualifiers arent necessary in some opportuntities. **What problems is Altify solving and how is that benefiting you?** Ensure that the sales team focuses on the buyer journey and not our own internal journey. That is very easy to resort back to if you dont have something guiding you or keeping you focused on the buyer. Assists us to ensure opps don't move into stages they dont belong in. ### 14. Account planning at it's best **Rating:** 5.0/5.0 stars **Reviewed by:** Katy M. | Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2024 **What do you like best about Altify?** Altify helps you visualise your relationship with your customer and see the the 'so what'. The tool itself serves as a useful way for account owners to visually see their progress with an account, it helps them provide exec summary, prompts them to keep focused on what is important to their account and the individuals within it and most importantly encourages collaboration from their internal stakeholders and extract valuable insights from peer account plans from the same industry. The support from demo, through optimisation, training and installation has been excellent. The methodology has been the key, it is simple, it appeals to users from whatever background or approach they have worked on before, and it encourages a supportive, collaborative environment. **What do you dislike about Altify?** There are no downsides to using Altify, the challenges we have faced in implementation have been related to digital adoption generally and the helping users recognise the value of investing their knowledge from it's current format (Powerpoint or alternative tool) into a new tool. The only feature I would like to see is the ability to see lost / No Bid on the Opportunity Map so you can visualise where you've explored expanding previously, to help you recognise to assess within the account. I would also prefer competitors to be our Salesforce competitor objects (that we capture on an opportunity) as opposed to Altify's that require manual entry, but I appreciate it's not an expandable need for the wider customer base! **What problems is Altify solving and how is that benefiting you?** Altify is helping demonstrate the value and volume of opportunities that have been created through account planning, which is not an ROI we've been able to demonstrate / articulate previously to enable recognition in the business that account planning is an essential part of the sales process. **Official Response from Tim Wulf:** > Hi Katy, Thank you for sharing your positive experience with Altify. We're glad to hear that Altify has helped your team demonstrate considerable value in account planning! ### 15. Altify creates a great opportunity for people development, coaching & team collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** sean F. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Altify?** We use Test & Improve sessions to give constructive feedback to improve plans, but also to coach the account planning method **What do you dislike about Altify?** Powerpoint exports need re-formatting before you can share them **What problems is Altify solving and how is that benefiting you?** Account planning underpins the rigour of long term target setting & quarterly forecasting. It makes Account Owners think and plan beyond the current opportunities. Achieving their revenue & margin targets is dependent on accurate forecasting of opportunity to win cycle and the roll-out plans for the customer that impact billed and earned revenue **Official Response from Tim Wulf:** > Hi Sean, Thank you for your review and support for Altify. We love hearing how your team uses T&I's to help improve your account plans! ### 16. Altify - A great tool to elevate the sales process and support winning complex opportunities **Rating:** 4.5/5.0 stars **Reviewed by:** Simon B. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2024 **What do you like best about Altify?** The level of depth you can go into on complex deals you are working on, should you want to. Also how the solution allows you to stress test your opportunities to see if they are as advanced as you believe they are and whether you know as much about things as you believe you do. **What do you dislike about Altify?** Not especially a negative, but it is difficult sometimes when on review and reflection key opportunities you're working on aren't quite as progressed as you believed **What problems is Altify solving and how is that benefiting you?** To support our sales processes, and opportunity + pipeline management **Official Response from Tim Wulf:** > Hi Simon, Thank you very much for your review. We appreciate you sharing your experience and support for Altify! ### 17. Penultimate Tool for Building Trust with B2B Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Billy M. | Enterprise (> 1000 emp.) **Reviewed Date:** October 12, 2023 **What do you like best about Altify?** When thinking about building trust with B2B buyers, many corporate sellers need to re-adjust their mindset, and shift toward a more STRATEGIC view of the client or their territory. This is difficult as a planning mindset is typically not in their wheelhouse. Leveraging a tool that is rooted in strategy and empowers new planning skills to be learned (and practiced) is key. Altify has given our go-to-market team an easy to use, collaborative platform, native to Salesforce CRM (where they live) that allows them to manage every aspect of the trust equation. What are the key insights we learn about clients? Who are the people we need to build trust with? Where are the pockets of opportunities we can push on, and develop over time? And more importantly, give account / territory leader a collaborative platform to bring all the internal selling constituents into alignment, remove obstacles, and measure success. Having rolled this out at 3 different companies, I see Altify as "table stakes" for any B2B company to leverage and would be one of the tools (including Salesforce.com CRM) that every seller in this economic environment should have in their arsenal. As the credit card company says, "don't leave home without it." **What do you dislike about Altify?** The biggest challenge is getting internal alignment with process and tool change. Many organizations are SO ROOTED in the way they do things, and are resistant to this change. Sometimes the push is from the top and the field is not in alignment. Sometimes the push is from the bottom and senior exec's are not buying in. A coordinated effort is critical to focus on these mindset shifts (toward more strategic planning and opportunity execution) along with empowering sellers to "run their business" in a whole new way. Sometimes this can be a huge lift to get this alignment. That is the only negative side of Altify -- but can be mitigated by a "leader's first approach" and garnering internal resources, as well as expert consultants who know the landscape, and can help get momentum with any change initiative. **What problems is Altify solving and how is that benefiting you?** Altify gets the account team to be in full alignment around the key levers being pulled to build trust and revenue opportunities with clients. Also provides visibility for executives to see which representatives have a good handle on the nuances of running a complex business of selling SaaS in the Life Sciences industry. ### 18. Improved deal discipline with effective opportunity management. **Rating:** 5.0/5.0 stars **Reviewed by:** Steve G. | Vice President, Advanced Solutions Sales, Enterprise (> 1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Altify?** The methodology, structure, and process are easy to follow and have effectively increased win rates. It also serves as a way to identify earlier when to move on and not sink more time than required on deals that cannot be won or the payoff is not aligned with the amount of time and resources required to win. **What do you dislike about Altify?** Some more integration with Salesforce and Linkedin to make populating areas like the relationship maps would be helpful and increase adoption/utilization. **What problems is Altify solving and how is that benefiting you?** A standardized approach to assessing deals and establishing next steps. It also provides a platform that better enables collaboration across multiple teams and BU's involved in the pursuit strategies. **Official Response from Tim Wulf:** > Hi Steve, Thank you very much for your review and sharing your experience with Altify. We love hearing your success stories and getting feedback on how we can make Altify even better in the future! ### 19. Upland - Relationship Map - Altify **Rating:** 5.0/5.0 stars **Reviewed by:** Christian H. | Product Manager - WW Revenue Operations CRM, Enterprise (> 1000 emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Altify?** Quality and scope of product, Great supporting team (from CSM, up to tech support). **What do you dislike about Altify?** Object structure makes salesforce reporting almost impossible (with our volume of data, we have to push data to BI tool). **What problems is Altify solving and how is that benefiting you?** Altify helps our sellers to identify who are their stakeholders at the customer level. By identifying - means putting pen to paper on who are my key stakeholders? who helped drive decisions and my business forward? lastly, by laying out who's who - it also helps our Sellers to identify white space. Who within are other stakeholders within the customer that might drive my business that I haven't talked to? **Official Response from Tim Wulf:** > Hi Christian, Thank you for sharing your experience and support for Altify! We love hearing stories about how Altify solutions help sellers drive value and close more business. ### 20. Contact and Insight Maps Key Areas of Strengh **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Altify?** There are no other solutions on the market that compare to the visualization of contact relationships that Altify provides. Implementation is relatively straightforward with support from the documentation. When you run into issues the support and account teams are quick to help to achieve a speedy resolution. **What do you dislike about Altify?** Opportunity Import functionality is limited to 200 records per import which is limiting for the volume of Opportunities we manage per seller. **What problems is Altify solving and how is that benefiting you?** Ability to perform account planning tasks inside of our CRM. Altify allows us to do so with leadership oversight into the plan information. ### 21. Streamlined Experience for Account Planning and is Focused on Outcomes **Rating:** 4.0/5.0 stars **Reviewed by:** Parth P. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2024 **What do you like best about Altify?** Intuitive approach for mapping insights and relationships. Excellent collaboration to bring the team together and find solutions on the perceived problems at hand. The support is excellent too. **What do you dislike about Altify?** Integrations with LinkedIn, Sales Navigator, MS Outlook, and MS Teams would be helpful. Adoption and implementation takes a while to get used to in the most appropriate manner. **What problems is Altify solving and how is that benefiting you?** Using Altify on Salesforce helps to capture information which is imperative to plan accounts. It helps us understand the current state of our accounts and provides a outcome oriented approach to enhance our sales process. **Official Response from Tim Wulf:** > Hi Parth, Thank you for sharing your review and experience. We love hearing how Altify helps drive better relationships, collaboration, and insights across your sales organization! ### 22. Enlightening, Strategic & Colloborative **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2024 **What do you like best about Altify?** A unified tool that can be used to review strategic opportunities and customers. I like the framework the tool provides and that it allows for cross colloboration between teams and departments. It challenges you to think big and broad and to have a 3rd party view. **What do you dislike about Altify?** It doesnt sit absolutely native for what we need. **What problems is Altify solving and how is that benefiting you?** To take a strategic view on key deals and customers. To help drive better conversations with the right stakeholders. To identify blind spots and help optimise customer and commercial value. ### 23. Great Experience with Relationship and Insight Mapping **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Defense & Space | Enterprise (> 1000 emp.) **Reviewed Date:** February 20, 2024 **What do you like best about Altify?** Altify is easy to use and intuitive, meaning that users can quickly get to the crux of the Relationship and Insight Mapping activities without getting bogged down by the tool and methodology. While it is simple on the surface, the tool is actually taking users through a trusted and effective methodology. For me, the biggest benefit is how the tool promotes transparency and digital collaboration within teams. **What do you dislike about Altify?** The tools is pretty slick, but I think there are additional features that could take the tool even further especially in a collaborative, multiuser account and opportunity planning. Export of Relationship Maps is not ideal - would be great to be able to produce a .png file. **What problems is Altify solving and how is that benefiting you?** Account and Opportunity management. Collaborative stakeholder engagement and planning. ### 24. Excellent methodology, could use with more connectivity to outside apps (Outlook, LinkedIn, etc.) **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Altify?** I like the intuitive prompts that you receive as you complete the deal map. I like the Team View which will be a good place to start my opportunity reviews. **What do you dislike about Altify?** Tighter integration with Outlook and LinkedIn would be much more helpful. **What problems is Altify solving and how is that benefiting you?** Organizing my thoughts around a deal and collaborating with other users to gain insight and intelligence from my colleagues. I think the Test and Improve option is perfect for deal reviews and collaborative sessions. ### 25. Essential tool for client success and relationship management. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2024 **What do you like best about Altify?** Single source of information to drive actions focused on client success. **What do you dislike about Altify?** Limited access for some members of teams and exporting of information limitations and formating. **What problems is Altify solving and how is that benefiting you?** Provides a single platform and associated process to deliver on client goals and objective. I appreciate the simplicity of the relationship mapping, opportunity worksheet and decisioning grid which help drive outcomes and deliver solutions that have the desired impact. ### 26. Implementation of Altify for Account Plans and Enterprise Cross-Selling Approach **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** February 16, 2024 **What do you like best about Altify?** Ability to customize the intake and commentary features for the Account Plan, as well as the visual Relationship Map. **What do you dislike about Altify?** Limitations to how we can customize the Opportunity Map. **What problems is Altify solving and how is that benefiting you?** Our Account Management team was producing its own Account Plans on Word documents that were not standardized, nor shared with Sales and other key leaders of our business. These plans for our top-20+ clients enforce our Enterprise Cross-Selling initiative. ### 27. Ops Manager **Rating:** 4.5/5.0 stars **Reviewed by:** ellis A. | Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2024 **What do you like best about Altify?** You are able to tailor ops manager to your own company and experience. it has seemed easy to use for our sales teams and easy to implement **What do you dislike about Altify?** reporting capabilities in salesforce is not great in my organisation **What problems is Altify solving and how is that benefiting you?** It is giving us one opportunity method that can be reported on **Official Response from Tim Wulf:** > Hi Ellis, Thank you very much for your review. We appreciate you sharing your experience and support for Altify! ### 28. Altify Roadmap review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2024 **What do you like best about Altify?** Altify is designed to create a vision for the client; build a high quality pipeline; deepen, strengthen, and expand relationships; and achieve measurable client business success. **What do you dislike about Altify?** The export functionaility is a little clunky and not valuable. **What problems is Altify solving and how is that benefiting you?** Better understand what is important to our clients. ### 29. Outstanding support, customized approach, outcome focused! **Rating:** 4.5/5.0 stars **Reviewed by:** Alison G. | Vice President National Sales - Cloud, Tech, Media & Entertainment, Mid-Market (51-1000 emp.) **Reviewed Date:** February 06, 2024 **What do you like best about Altify?** Great use of good questions to drive quality input. Support is outstanding. **What do you dislike about Altify?** Digital tools are always difficult to transform to a presentation, this still seems to be a work in progress for Altify as well. **What problems is Altify solving and how is that benefiting you?** Relationship Map and Insight Map, both help the account teams stay focused. **Official Response from Tim Wulf:** > Hi Alison, Thank you very much for your review. We appreciate you sharing your experience and support for Altify! ### 30. Old process thinking wrapped up in technology **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2024 **What do you like best about Altify?** The TAs process of old is well known to me and so i like to think its second nature - however even those with lots of experince can become complacent so this drives the right qestions and allows team and management discussions to be taken with an open and honest window on the deals **What do you dislike about Altify?** Sometimes the most important thing isnt filling in data for management **What problems is Altify solving and how is that benefiting you?** process checking and forecasting analysis ### 31. Centralised place for our Teams to collaborate. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2024 **What do you like best about Altify?** Altify allows us to put complex Account information into a visual format. **What do you dislike about Altify?** That Objectives are done at the Account level and automatically get included in new Plans that are created. **What problems is Altify solving and how is that benefiting you?** Central collaboration within our Relationship and Sales Manager Teams. **Official Response from Tim Wulf:** > Thank you very much for your review. We appreciate you sharing your experience and support for Altify! ### 32. Excellent training, good interaction and good follow up points. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2024 **What do you like best about Altify?** The ability to test approach and progress. **What do you dislike about Altify?** When it is applied to small opportunities when it can be onerous **What problems is Altify solving and how is that benefiting you?** Detail of accounts and contacts. ### 33. Great tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Altify?** Altify has helped provide a better structure for our sales organization. It has helped reshape the team's thinking to better understand and position deals. It was extremely effective to have an expert come in and aid implementation. **What do you dislike about Altify?** There are a few limitations in terms of navigation - but they are minor. **What problems is Altify solving and how is that benefiting you?** Clearly qualifying opportunities and account planning structure. **Official Response from Tim Wulf:** > Thank you very much for your review. We appreciate you sharing your experience and support for Altify! ### 34. Not worth the money- inflexible **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 14, 2022 **What do you like best about Altify?** It provided an organizational chart that could be utilized natively in SFDC. **What do you dislike about Altify?** 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 Altify solving and how is that benefiting you?** Relationship mapping ### 35. Altify for Strategic Account Planning **Rating:** 4.0/5.0 stars **Reviewed by:** Michael K. | VP Sales Operations and Sales Effectiveness, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** June 29, 2021 **What do you like best about Altify?** 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 Altify?** 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 Altify 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. ### 36. Altify Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2021 **What do you like best about Altify?** Very comprehensive account planning solution, particularly good for longer sales cycle planning **What do you dislike about Altify?** 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 Altify:** Get Altify involved in your implementation. **What problems is Altify 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. ### 37. Opportunity Manager has Elevated our Game **Rating:** 5.0/5.0 stars **Reviewed by:** Greg M. | Director, Sales Enablement, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2019 **What do you like best about Altify?** 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 Altify?** 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 Altify:** 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 Altify 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 ### 38. Combining methodology with technology **Rating:** 5.0/5.0 stars **Reviewed by:** John Q. | Pre-Sales Solution Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 03, 2019 **What do you like best about Altify?** 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 Altify?** 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 Altify:** 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 Altify 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. ### 39. Great Methodology, Medicore Tech **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Events Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 10, 2019 **What do you like best about Altify?** 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 Altify?** 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 Altify:** 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 Altify 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.... ### 40. Using Altify to accelerate my sales opportunities! **Rating:** 5.0/5.0 stars **Reviewed by:** Chris W. | Account Executive - General Business, Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2019 **What do you like best about Altify?** Altify allows me to keep much better track of my opportunities when compared to the standard opportunity object. **What do you dislike about Altify?** 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 Altify:** 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 Altify 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. ### 41. Enabling Collaboration and Action for Complex Sales **Rating:** 4.5/5.0 stars **Reviewed by:** Drew B. | Global Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 23, 2019 **What do you like best about Altify?** 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 Altify?** I think having access to some types of quick on demand training videos would be helpful. **Recommendations to others considering Altify:** 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 Altify 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. ### 42. Where sales method and technology deliver results **Rating:** 5.0/5.0 stars **Reviewed by:** Bob C. | Director, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 07, 2019 **What do you like best about Altify?** 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 Altify?** 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 Altify:** 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 Altify 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. ### 43. A leader in building win win relationships **Rating:** 5.0/5.0 stars **Reviewed by:** Paulo S. | Executive Creative Director, Founder, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2019 **What do you like best about Altify?** 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 Altify?** 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 Altify 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. ### 44. Sales Process and Account Planning fully integrated with Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Grant C. | Director, Global Sales Operations & Analytics, Enterprise (> 1000 emp.) **Reviewed Date:** October 29, 2019 **What do you like best about Altify?** 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 Altify?** Account planning is challenging and complex, reinforcement and update cadence are crucial to success on rollout. **What problems is Altify 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. ### 45. VP of Sales **Rating:** 3.5/5.0 stars **Reviewed by:** Bill B. | GTM advisor , Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2019 **What do you like best about Altify?** I like how flexible and customizable to fit your existing sales process the platform is. **What do you dislike about Altify?** I haven't learned enough about the product yet ... I have concerns around implementation time and complexity. **What problems is Altify 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. ### 46. Fantastic Key Account Process Management within the Salesforce CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** October 25, 2019 **What do you like best about Altify?** 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 Altify?** The overall methodology is complicated and takes time to embed properly **Recommendations to others considering Altify:** 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 Altify 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. ### 47. Fantastic sales tool and methodology **Rating:** 5.0/5.0 stars **Reviewed by:** Lewis W. | Business Development Manager - General Business, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2019 **What do you like best about Altify?** 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 Altify?** It can be time consuming if you have short cycles, but make sure you're using it for the right deals. **What problems is Altify solving and how is that benefiting you?** Improved close ratio on deals ### 48. Winning The Deal Because Of The Way You Sold **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 06, 2019 **What do you like best about Altify?** 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 Altify?** Altify is it is only available with (Salesforce.com (SFDC). **Recommendations to others considering Altify:** The software is excpetional, however I recommend you also invest in the implementation services **What problems is Altify 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. ### 49. AM for Intapp **Rating:** 4.5/5.0 stars **Reviewed by:** Josh C. | Vice President, Industry Value Engineering, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2019 **What do you like best about Altify?** Framework for critical assessment of an account. Chris Y is great. **What do you dislike about Altify?** Seems technically light. integration team disappointed in the ability to read from SFDC. No mobile application. **What problems is Altify solving and how is that benefiting you?** changed the behavior of sales people to dig deeper into their firms' strategy ### 50. Great tools, better people **Rating:** 5.0/5.0 stars **Reviewed by:** Skeet A. | Client Account Director, Internet, Enterprise (> 1000 emp.) **Reviewed Date:** August 20, 2019 **What do you like best about Altify?** The Altify tool set in Salesforce is intuitive and prompts the sales team to engage in strategic selling practices. **What do you dislike about Altify?** Initial account plan set up can be a bit overwhelming without a coach. **What problems is Altify solving and how is that benefiting you?** Increased pipeline, win rates and deal size. ## Altify Discussions - [What CRM systems do you work with?](https://www.g2.com/discussions/what-crm-systems-do-you-work-with) - 1 comment, 1 upvote - [What is a CRO Strategy?](https://www.g2.com/discussions/what-is-a-cro-strategy) - 1 comment, 1 upvote - [What is Customer Revenue Optimization?](https://www.g2.com/discussions/what-is-customer-revenue-optimization) - 1 comment, 1 upvote - [View Altify pricing details and edition comparison](https://www.g2.com/products/altify/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-27+14%3A44%3A00+-0500&secure%5Bsession_id%5D=cbaa113c-5d8e-4e08-8925-e32387d5cdc0&secure%5Btoken%5D=97fc9126d9d7f1f53c0ab9a9d789a9928fcd7ea261ecaf7af3bb9242508a8dcf&format=llm_user) ## Altify Features **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Mapping** - Multiple Org Charts - Stakeholder Roles **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Sales Management** - Live Pipeline Management - Account-Based Analytics - Activity Tracking **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Altify Alternatives - [Revegy](https://www.g2.com/products/revegy/reviews) - 4.3/5.0 (39 reviews) - [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) - 4.5/5.0 (607 reviews) - [Membrain](https://www.g2.com/products/membrain/reviews) - 4.6/5.0 (211 reviews)