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Altify Reviews & Product Details

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.

Seller

Altify

Languages Supported

Danish, German, English, French, Italian, Japanese, Korean, Dutch, Portuguese, Russian, Spanish, Swedish, Thai, Chinese (Traditional)

Product Description

Altify helps sales teams maximize productivity and performance with AI-enhanced solutions, natively in Salesforce. Altify simplifies account planning and deal management, so sellers can focus on what matters most – winning more business and growing revenue.

Overview by

Alex Erin Johnson

Discussions

Altify Community

Pricing

Pricing provided by Altify.

Altify Insights

Starting at $20.00

1 Users Per Month

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Altify Integrations

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Integration information sourced from real user reviews.

Altify Media

Altify Demo - Advanced Contact Intelligence

Quickly visualize key decision-makers and build effective relationship strategies. - Document buying role and support status - Identify influences and conflicts

Altify Demo - Grow and Retain Revenue with your Top Accounts

Increase your footprint and pipeline within accounts by creating a deep understanding of the buyer’s business pressures, goals, and obstacles to plan long term growth.

Altify Demo - Accelerate Sales with Altify Sales Process

Build an effective, repeatable sales process to your customers’ buying cycles - Highlight predicted vs seller close dates - Deliver real-time coaching and guidance - Access the right sales assets at the right time - Shorten new rep time-to-revenue

Altify Demo - Uncover New Pipeline within Key Accounts

Instantly see where your solutions have been deployed and which accounts are targets for expansion and growth. -Map potential, current and close/won opportunities to identify whitespace -Quickly access account relationship and insight maps to validate who and why there could be new opportunities

Altify Demo - Built-in Customer Alignment Process

Prompt your sellers to ask the right questions with powerful out-of-the-box templates. - Refocus sellers on buyer needs - Align and verify customer goals

Altify Demo - Accurately Visualize Your Pipeline with TeamView

Give sales managers a comprehensive view of their team's sales pipeline. -Track deal progress, and identify risks and bottlenecks -View pipeline by sales motion -Take action and coach to help close deals -Collaborate across the revenue team

Altify Reviews (76)

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Verified User in Health, Wellness and Fitness

Small-Business (50 or fewer emp.)

2/12/2025

"One of the most seamless softwares Ive used!"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Joel V.

Sales Operations Manager

Small-Business (50 or fewer emp.)

6/21/2024

"Excellent and Supportive Vendor"

5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Andrea Alvarez of Altify

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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!

Matteo B.

Freelance API Developer and Data Scientist

Small-Business (50 or fewer emp.)

2/10/2025

"Helped collaboration between project stakeholders"

4/5

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 Review collected by and hosted on G2.com.

What do you dislike about Altify?

The cost structure is quite steep for small companies Review collected by and hosted on G2.com.

Orlando G.

Sos Analyst

Enterprise (> 1000 emp.)

2/10/2025

"UPLAND ALTIFY"

4.5/5

What do you like best about Altify?

- The AI driven Insights,salesforce interagtion, deal management support Review collected by and hosted on G2.com.

What do you dislike about Altify?

Limited functionality alongside the interface being a bit difficult to learn Review collected by and hosted on G2.com.

Arturo G.

Search Engine Optimization Consultant

Small-Business (50 or fewer emp.)

2/7/2025

"Upland altify helped with our sales process"

4/5

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 Review collected by and hosted on G2.com.

What do you dislike about Altify?

It doesn't have as much training material as I would like Review collected by and hosted on G2.com.

Katie T.

Enterprise (> 1000 emp.)

2/23/2024

"Streamlining account planning acorss our Enterprise Sales Segments"

3.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Tim Wulf of Altify

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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.

Verified User in Marketing and Advertising

Enterprise (> 1000 emp.)

2/5/2025

"Decent - Could be better"

2.5/5

What do you like best about Altify?

Good account mapping cabailities. Similair to other providers such as Clari which we use now. Review collected by and hosted on G2.com.

What do you dislike about Altify?

UI/UX is rather complex. Could be easier to navigate. Review collected by and hosted on G2.com.

Response from Andrea Alvarez of Altify

edit

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.

See how Altify improved

Angell Cherie J.

Freelance Blogger

Enterprise (> 1000 emp.)

2/12/2024

"Altify (Sales Edge) Experience"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Tim Wulf of Altify

edit

Hi Angell,

Thank you very much for your review. We appreciate you sharing your experience and support for Altify!

Gregg W.

Sr. Director, Global Sales Operations, Sales Onboarding & Education

Enterprise (> 1000 emp.)

2/8/2024

"Great Account Planning tool, achieving Account Team Collaboration"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Altify?

Altify's plan download to PPT might not fit your company's needs. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Tim Wulf of Altify

edit

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!