Altify allows us to put complex Account information into a visual format. Review collected by and hosted on G2.com.

That Objectives are done at the Account level and automatically get included in new Plans that are created. Review collected by and hosted on G2.com.

The ability to test approach and progress. Review collected by and hosted on G2.com.

When it is applied to small opportunities when it can be onerous Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There are a few limitations in terms of navigation - but they are minor. Review collected by and hosted on G2.com.

It provided an organizational chart that could be utilized natively in SFDC. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Very comprehensive account planning solution, particularly good for longer sales cycle planning Review collected by and hosted on G2.com.

Training and support is lacking. Adoption is always the key and Altify could do more to help with implementation and adoption. Review collected by and hosted on G2.com.

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.

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.

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.

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.

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.

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.

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.

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.