--- 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: '2026-07-13' 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 **great customer support** of Altify, noting their quick response times and helpful assistance. (3 reviews) - Users find Altify's **account management tools** effective for enhancing Salesforce adoption and streamlining account planning. (2 reviews) - Users find the **ease of use** in Altify exceptional, as it simplifies CRO tracking and provides excellent support. (2 reviews) - Users love the **efficiency** of Altify, enhancing salesforce adoption and optimizing account planning effortlessly. (2 reviews) - Users value the **AI-driven insights** of Altify, enabling informed decisions and effective deal management. (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 hidden key details making navigation and learning more complicated. (3 reviews) - Users find the **UI/UX complex** , suggesting that navigation could be improved for a better experience. (1 reviews) - Users find the **cost structure quite steep** , making it challenging for small companies to adopt Altify. (1 reviews) - Users struggle with a **difficult learning curve** due to limited functionality and a complex interface. (1 reviews) - Users find the **learning difficulty** of Altify hampers their ability to utilize its limited functionality effectively. (1 reviews) - Limited Features (1 reviews) ## Altify Reviews ### 1. If only more of our organization was using this game-changing tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** October 02, 2019 **What do you like best about Altify?** Altify is helpful for driving consistency in our sales process and focus on the opportunities that matter, amongst our teams who are using it **What do you dislike about Altify?** Depending on the technical acumen of the sales user, the learning curve can be a bit challenging, but a little practice goes a long way for success. **What problems is Altify solving and how is that benefiting you?** We’re solving challenges with account planning and relationship mapping, as well as sales process management. In the pockets of our large organization where Altify is used, it helps enable our sales methodology, and streamline deal execution. ### 2. Altify - a valuable tool for managing the sales process **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2019 **What do you like best about Altify?** Ease of Use. The interface is very intuitive, and seamlessly integrates with SFDC. The questions that are built in really help sales reps to qualify opportunities early. **What do you dislike about Altify?** The Close Plan feature is a little bit clunky. The may be the way that my organization has it configured, but it could be a little bit better. The Contact feature can become hard to view if you have over 5 or 6 people involved in the sales cycle. **Recommendations to others considering Altify:** When implementing, focus on the qualification questions, but also tight integration with SFDC Contacts. Another thing to focus on is Close Plan. Make this as easy as possible, or adoption will be an issue. **What problems is Altify solving and how is that benefiting you?** Deal Qualification Providing Executive Team and Solution Team members valuable deal information when included Deal Acceleration has been seen, as well as a faster time to kick a deal out of the process. Better understanding of which contacts ### 3. Very useful to manage large account organizations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2019 **What do you like best about Altify?** Integration with Salesforce and capacity to graphically map relationships between influencers and decision makers **What do you dislike about Altify?** usability for very large maps (>30 contacts). Requires several account or opportunity maps instead of just one. . **Recommendations to others considering Altify:** Good tool **What problems is Altify solving and how is that benefiting you?** Document prospect/customer organization for sales strategy discussion ### 4. Easy & Intuitive **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2019 **What do you like best about Altify?** Easy to use and super intuitive, really appreciate the salesforce integration too so I have everything in one place **What do you dislike about Altify?** With very large maps created I wish it was a little easier to scroll throigh **What problems is Altify solving and how is that benefiting you?** Visualizing my customers Organisation for internal purposes ### 5. Friendly UI, easy to understand **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2019 **What do you like best about Altify?** I like how the sales are mapped to the customer buying process. **What do you dislike about Altify?** A few features are missing or could be improved (integration with other partners, data consolidation) **What problems is Altify solving and how is that benefiting you?** I solved some missing link in a buying process I was managing. It helped me better understand the flaws and improve it. ### 6. See further - faster **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2019 **What do you like best about Altify?** A simple methodology that has enormous impact in creating value for the client and the revenue team alike. **What do you dislike about Altify?** Very little to dislike. Visually easy on the eye, easy to navigate. The Methodology is the critical part though.... the Software is ‘easy’.... **Recommendations to others considering Altify:** Keep customer, not seller, front of mind when tailoring **What problems is Altify solving and how is that benefiting you?** Bringing a consistent approach to qualification of opportunities which means I am only resourcing the right deals for the right reasons ### 7. Awesome sales training **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** October 09, 2019 **What do you like best about Altify?** A very concise formula that can be applied in many scenarios. **What do you dislike about Altify?** Nothing I can think of. Maybe more specific questions we can ask to qualify **Recommendations to others considering Altify:** Great tool! **What problems is Altify solving and how is that benefiting you?** Understand how to qualify opportunities to position a win. ### 8. Account Executive - Strategic deals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2019 **What do you like best about Altify?** It makes me ask the tough questions early in a cycle to qualify in/out. Relationship map building is intuitive and easy to use **What do you dislike about Altify?** Some of the questions during assessment are a bit redundant. **What problems is Altify solving and how is that benefiting you?** Qualifying deals early. Helping me understand gaps in the deal. ### 9. Using Altify to enhance our targeted Account selling strategies **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** August 23, 2019 **What do you like best about Altify?** integration with SFDC. ease of use. intuitive nature. methodology behind the platform. **What do you dislike about Altify?** there is nothing i dislike at this time. **What problems is Altify solving and how is that benefiting you?** better capture of account intel. consistent language/methodology. deeper account planning discussions around T&Is. alignment on Opportunity progression and sales process. ### 10. Organized and Intuitive **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 01, 2019 **What do you like best about Altify?** Organization mapping is very valuable. **What do you dislike about Altify?** required to manually input value delivered to customer **What problems is Altify solving and how is that benefiting you?** Identifying key stakeholders we haven't engaged with ### 11. Visibility & Strategy **Rating:** 4.5/5.0 stars **Reviewed by:** Steve L. | Account Executive, Large Enterprise Healthcare, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** February 05, 2019 **What do you like best about Altify?** the underlying intelligence and business process - meaning, the insight you get delivered after answering important and strategic questions. **What do you dislike about Altify?** Navigation from key map or screen is Awful. The lag time of SFDC compounds the design issue. **What problems is Altify solving and how is that benefiting you?** Altify provides a visual and insightful tool that allows Account Executives to provide greater context to their account development plans beyond metrics. The narrative the tool asks for in the Plan Details is essential for dialogue with your team and boss. ### 12. Good Product! **Rating:** 4.0/5.0 stars **Reviewed by:** Megan F. | Analyst, Client Development Operations and Analytics, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** February 05, 2019 **What do you like best about Altify?** I really like the ease of use that Altify offers. Our sales team is now very dependent on Altify and they think it's great! **What do you dislike about Altify?** I wish Altify integrated with more programs. Some of the feedback we've received is on par with this. **What problems is Altify solving and how is that benefiting you?** We use Altify for our sales team to manage their sales info and deals. They love how streamlined it is. ### 13. Altify **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 05, 2019 **What do you like best about Altify?** I like the level of detail Altify allows you to share with your teammates. **What do you dislike about Altify?** I do not like the overabundance of repetitive information **What problems is Altify solving and how is that benefiting you?** We are using Altify for high level deals. We have found that the team is able to collaborate contact information easily and it allows the execs a summary view. ### 14. Altify Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 29, 2019 **What do you like best about Altify?** as a visual person I really like the ability to visually see the insight maps, personal maps, etc. **What do you dislike about Altify?** it's a bit lengthy making it hard to complete a full account **What problems is Altify solving and how is that benefiting you?** better understand my customers business, the key players, and how to approach the account. ### 15. Altify an Important Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2019 **What do you like best about Altify?** I like its integration inside of Salesforce CRM; I like the visualization of the political mapping. **What do you dislike about Altify?** The user interface can be a little confusing at first. **What problems is Altify solving and how is that benefiting you?** Account Insight, Account Penetration. People Mapping. ### 16. Indisputable Sales Playbook right where it's needed **Rating:** 5.0/5.0 stars **Reviewed by:** Josh D. | CRM Manager, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** December 18, 2017 **What do you like best about Altify?** Forecast Accuracy - With the sales stages broken down into qualifiers, we now have a situation where all our Account Execs use stages in exactly the same way. The things Altify does with this information are awesome. Firstly, it provides anaylsis of a deal's likeliness to close, and secondly, Altify provides its own estimated close date. Both of these functions have proved eerily accurate, outperforming Account Execs own estimations of their deals. **What do you dislike about Altify?** Nothing. As nothing else exists like Altify, it's hard to say I dislike anything. **Recommendations to others considering Altify:** Set up can take time - you will want to properly analyse your sales process before installing and build Altify to match your own practice. If you put the time in at the beginning, the pay off will be huge. **What problems is Altify solving and how is that benefiting you?** Inaccurate forecasting, Sales people using stages differently (one man's 'Prospecting' not being equal to another's), not enough detail on opportunity progression. ### 17. Amazing experience **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Enterprise (> 1000 emp.) **Reviewed Date:** August 03, 2018 **What do you like best about Altify?** I like Altify because it allows for a smooth experience with easy access. It offers the company ease, is user friendly and allows for success within the managerial positions. **What do you dislike about Altify?** I do not like that Altify is not as updated. I would enjoy for it to be updated often to keep up to date with company morals and values. **What problems is Altify solving and how is that benefiting you?** The business problems I am helping to solve is achieving success in managerial positions. ### 18. Great tool **Rating:** 5.0/5.0 stars **Reviewed by:** Sean B. | Northeast Sales Manger | Cloud White-Label | UCaaS | VoIP | Business SMS | PBX | Video Surveillance, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2017 **What do you like best about Altify?** Tas give me the abilitiy tobaccomplish all my needs and wants **What do you dislike about Altify?** Takes awhile to get use to, but after that its a breeze **What problems is Altify solving and how is that benefiting you?** Able to track all my deals in one central location ### 19. Great Tool for Deal Strategy and Collaboration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2017 **What do you like best about Altify?** TAS Dealmaker is easy to use; it's available right within our CRM (salesforce) and allows for instant collaboration and analysis for opportunity and account reviews. **What do you dislike about Altify?** It can be fairly repetitive when doing multiple opportunities, but this can be managed. **Recommendations to others considering Altify:** Take time to customize the configuration to meet your business process. Don't underestimate training and get your mid-managers to buy-in. **What problems is Altify solving and how is that benefiting you?** Sales productivity and improving win/loss ratio ### 20. Great Driving Sales Methodology **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Textiles | Enterprise (> 1000 emp.) **Reviewed Date:** September 16, 2015 **What do you like best about Altify?** The interface is very integrated into Salesforce and creates a natural path for how to progress through an opportunity **What do you dislike about Altify?** The modules can sometimes be too much for all opportunities so being able to get just some of the objects would be good. **Recommendations to others considering Altify:** This is a solid platform that integrates very seamlessly into Salesforce. **What problems is Altify solving and how is that benefiting you?** create a standard process for going after large accounts. We are seeing increased sales in this segment. ### 21. Account planning using Dealmaker **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** October 14, 2014 **What do you like best about Altify?** I love the fact that it allows me to enter account details that would help the sales and the success teams to document every aspect of the relationship with a specific account. **What do you dislike about Altify?** I have not tried but I feel I would love to have the data pull in from existing software sources that I have already created the data in. **What problems is Altify solving and how is that benefiting you?** Account planning is so easy because the 360 degree view of the customer is available. ### 22. It's a good software. **Rating:** 4.5/5.0 stars **Reviewed by:** Catherine Y. | Sr. Business System Analyst, Computer Networking, Enterprise (> 1000 emp.) **Reviewed Date:** November 20, 2013 **What do you like best about Altify?** Easy UI, integrate with Opportunity and accounts page easily and intuitive for the reps. Not hard to start with. **What do you dislike about Altify?** Reporting part needs to be improved, so the matrix reporting can be easier to evaluate the tool **What problems is Altify solving and how is that benefiting you?** Fill in the gap for sale methodology automation. ### 23. You need large complex sales cycles for TAS to be beneficial **Rating:** 3.5/5.0 stars **Reviewed by:** Oliver W. | Sales Executive Corporate, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** January 08, 2013 **What do you like best about Altify?** It is a great tool to get a snapshot of who is involved in a purchasing decision within a business. It also allows you to distinguish between the company hierarchy and the actual influence hierarchy within the organisation. It can also make life easy to see which questions you do not know the answers to. **What do you dislike about Altify?** It takes a long time to input the right information. It can be clunky when trying to use the tools to draw org charts - which is frustrating. **Recommendations to others considering Altify:** This is a good tool but it is really only valid in large complex sales opportunities, due to the amount of time it takes to populate it. It is great at letting you see where you have potential gaps in knowledge within a sales cycle and can promt you to go back to the account to find out more information. It is a good tool, it does not guarantee more sales but if used correctly, good account managers will benefit from it. ### 24. very useful **Rating:** 3.5/5.0 stars **Reviewed by:** David S. | Senior Sales Representative - Service Management, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** January 17, 2013 **What do you like best about Altify?** this is a very useful tool if you know very little about an organisation and its hierarchy. It can save your a lot of time by knowing who you need to speak with. The software programme further allows you to update forecasts accurately wish detailed views of your pipeline. **What do you dislike about Altify?** the design of the interface is not very friendly, it takes time to get use to and can be frustrating at times. Unfortunately the tool doesnt provide a clear view of your sales, missing information such as contacts! **Recommendations to others considering Altify:** This is worth considering if you do not have much information on an organisation and need to know their hierarchy. This is available to use anywhere you are with its Cloud functionality which helps differentiate from, ### 25. Great tool for knowing what you don't know **Rating:** 3.0/5.0 stars **Reviewed by:** Kryz O. | Global Partner PreSales and Technical Enablement , Enterprise (> 1000 emp.) **Reviewed Date:** December 25, 2012 **What do you like best about Altify?** TAS has always had a good core understanding for sales people to objectively and simply analysis an opportunity and see what question they don't really know the answers to. it also helps to guide what are next questions for the next meeting. it also makes the sales person analysis if they should spend more or less time on the opportunity **What do you dislike about Altify?** the tool and methodology only really gives an overall view of the opportunity and not who are your key contacts **Recommendations to others considering Altify:** conssuffer revenue storm or solution selling ### 26. Good for mapping and understand what you don't know **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services **Reviewed Date:** February 27, 2013 **What do you like best about Altify?** Really good structured tool for guiding salespeople for through guided questions, Give a really clear answer to how we shape up against the competition **What do you dislike about Altify?** Doesn't really look at the main competitor of "do nothing". **Recommendations to others considering Altify:** Give it a trail. Also look a revenue storm or solution selling ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-15+10%3A21%3A28+-0500&secure%5Bsession_id%5D=97182a09-c327-43c4-beb9-b3d2578c6c0f&secure%5Btoken%5D=34fdd23b5f3391df3471e36ef0338262bbe033547132340c8ee454639706309f&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) - [DemandFarm](https://www.g2.com/products/demandfarm/reviews) - 4.4/5.0 (45 reviews)