Altify Reviews & Product Details

Altify Overview

What is Altify?

Upland Altify (formerly Altify) is the Customer Revenue Optimization company - Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Upland Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success.

Altify Details
Website
Discussions
Altify Community
Languages Supported
English
Product Description

Altify is the Customer Revenue Optimization company helping revenue teams win the deals that matter and drive increased customer value with best in class technology, strategy, and methodology built natively on the Salesforce platform.

How do you position yourself against your competitors?

Upland Altify's applications, built natively on Salesforce.com, provides a true guided process for enterprise sales professionals to win the deals that matter most, increase the wallet share per account, and put the customer's needs at the center of every sales engagement.


Seller Details
Seller
Upland Software
Ownership
NASDAQ:UPLD
Company Website
Year Founded
2012
HQ Location
Austin, TX
Total Revenue (USD mm)
$222
Twitter
@UplandSoftware
723 Twitter followers
LinkedIn® Page
www.linkedin.com
807 employees on LinkedIn®
Description

Upland is a provider of cloud-based Enterprise Work Management software. Their family of applications connects people through technology, automates the flow of work and brings visibility to all aspects of the organization.


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Altify Reviews

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Director, Sales Enablement
Computer Software
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

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) Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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 Review collected by and hosted on G2.com.

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Pre-Sales Solution Consultant
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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AE
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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 Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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.... Review collected by and hosted on G2.com.

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Business Development Manager
Computer Software
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

Altify allows me to keep much better track of my opportunities when compared to the standard opportunity object. Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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Global Account Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The ability to easily create robust account plans, with multiple cross functional teams and manage the plan to drive revenue Review collected by and hosted on G2.com.

What do you dislike?

I think having access to some types of quick on demand training videos would be helpful. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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Director
Information Technology and Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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Executive Creative Director, Founder
Marketing and Advertising
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from the seller
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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Manager, Lead Generation
Computer Software
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

Account planning is challenging and complex, reinforcement and update cadence are crucial to success on rollout. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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GTM advisor
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I like how flexible and customizable to fit your existing sales process the platform is. Review collected by and hosted on G2.com.

What do you dislike?

I haven't learned enough about the product yet ... I have concerns around implementation time and complexity. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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AR
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Political mapping of your customers is invaluable! Seeing the visual heirarchy opens up the valuable view of where you have penetrated the customer organisation. Review collected by and hosted on G2.com.

What do you dislike?

The overall methodology is complicated and takes time to embed properly Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Altify is changing our salesteams viewpoint to think more from a customer perspective. Defining needs and opinions is helping to define strategy. Review collected by and hosted on G2.com.

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Business Development Manager - General Business
Information Technology and Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

It can be time consuming if you have short cycles, but make sure you're using it for the right deals. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Improved close ratio on deals Review collected by and hosted on G2.com.

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CI
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

Altify is it is only available with (Salesforce.com (SFDC). Review collected by and hosted on G2.com.

Recommendations to others considering the product:

The software is excpetional, however I recommend you also invest in the implementation services Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

4 specific challenges: Deal Slippage (poor forecasting), Sales cycle length was to long, Win Rates were poor and opportunity management was inconsistent. Review collected by and hosted on G2.com.

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Vice President, Industry Value Engineering
Information Technology and Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Framework for critical assessment of an account. Chris Y is great. Review collected by and hosted on G2.com.

What do you dislike?

Seems technically light. integration team disappointed in the ability to read from SFDC. No mobile application. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

changed the behavior of sales people to dig deeper into their firms' strategy Review collected by and hosted on G2.com.

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Client Account Director
Internet
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The Altify tool set in Salesforce is intuitive and prompts the sales team to engage in strategic selling practices. Review collected by and hosted on G2.com.

What do you dislike?

Initial account plan set up can be a bit overwhelming without a coach. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Increased pipeline, win rates and deal size. Review collected by and hosted on G2.com.

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AA
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Altify is helpful for driving consistency in our sales process and focus on the opportunities that matter, amongst our teams who are using it Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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 Review collected by and hosted on G2.com.

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UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Integration with Salesforce and capacity to graphically map relationships between influencers and decision makers Review collected by and hosted on G2.com.

What do you dislike?

usability for very large maps (>30 contacts). Requires several account or opportunity maps instead of just one. . Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Good tool Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Document prospect/customer organization for sales strategy discussion Review collected by and hosted on G2.com.

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UI
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Easy to use and super intuitive, really appreciate the salesforce integration too so I have everything in one place Review collected by and hosted on G2.com.

What do you dislike?

With very large maps created I wish it was a little easier to scroll throigh Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Visualizing my customers Organisation for internal purposes Review collected by and hosted on G2.com.

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AA
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I like how the sales are mapped to the customer buying process. Review collected by and hosted on G2.com.

What do you dislike?

A few features are missing or could be improved (integration with other partners, data consolidation) Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I solved some missing link in a buying process I was managing. It helped me better understand the flaws and improve it. Review collected by and hosted on G2.com.

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CM
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

A simple methodology that has enormous impact in creating value for the client and the revenue team alike. Review collected by and hosted on G2.com.

What do you dislike?

Very little to dislike. Visually easy on the eye, easy to navigate. The Methodology is the critical part though.... the Software is ‘easy’.... Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Keep customer, not seller, front of mind when tailoring Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Bringing a consistent approach to qualification of opportunities which means I am only resourcing the right deals for the right reasons Review collected by and hosted on G2.com.

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UT
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

A very concise formula that can be applied in many scenarios. Review collected by and hosted on G2.com.

What do you dislike?

Nothing I can think of. Maybe more specific questions we can ask to qualify Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Great tool! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Understand how to qualify opportunities to position a win. Review collected by and hosted on G2.com.

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UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

It makes me ask the tough questions early in a cycle to qualify in/out. Relationship map building is intuitive and easy to use Review collected by and hosted on G2.com.

What do you dislike?

Some of the questions during assessment are a bit redundant. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Qualifying deals early. Helping me understand gaps in the deal. Review collected by and hosted on G2.com.

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ET
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

integration with SFDC. ease of use. intuitive nature. methodology behind the platform. Review collected by and hosted on G2.com.

What do you dislike?

there is nothing i dislike at this time. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

better capture of account intel. consistent language/methodology. deeper account planning discussions around T&Is. alignment on Opportunity progression and sales process. Review collected by and hosted on G2.com.

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UI
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

Organization mapping is very valuable. Review collected by and hosted on G2.com.

What do you dislike?

required to manually input value delivered to customer Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Identifying key stakeholders we haven't engaged with Review collected by and hosted on G2.com.

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Account Executive, Large Enterprise Healthcare
Information Technology and Services
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

the underlying intelligence and business process - meaning, the insight you get delivered after answering important and strategic questions. Review collected by and hosted on G2.com.

What do you dislike?

Navigation from key map or screen is Awful. The lag time of SFDC compounds the design issue. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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