DB

Drew B.

Global Account Manager

Enterprise (> 1000 emp.)

9/23/2019

"Enabling Collaboration and Action for Complex Sales"

4.5/5

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 Review collected by and hosted on G2.com.

What do you dislike about Altify?

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 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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

BC

Bob C.

Director

Information Technology and Services

Mid-Market (51-1000 emp.)

9/7/2019

"Where sales method and technology deliver results"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

PS

Paulo S.

Executive Creative Director, Founder

Marketing and Advertising

Small-Business (50 or fewer emp.)

9/5/2019

Business partner of the seller or seller's competitor, not included in G2 scores.

"A leader in building win win relationships"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

GC

Grant C.

Director, Global Sales Operations & Analytics

Enterprise (> 1000 emp.)

10/29/2019

"Sales Process and Account Planning fully integrated with Salesforce"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Altify?

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

BB

Bill B.

GTM advisor

Small-Business (50 or fewer emp.)

10/2/2019

"VP of Sales"

3.5/5

What do you like best about Altify?

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 about Altify?

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 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. Review collected by and hosted on G2.com.

AR

Verified User in Retail

Enterprise (> 1000 emp.)

10/25/2019

"Fantastic Key Account Process Management within the Salesforce CRM"

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about Altify?

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

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

LW

Lewis W.

Business Development Manager - General Business

Information Technology and Services

Mid-Market (51-1000 emp.)

9/10/2019

"Fantastic sales tool and methodology"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

CI

Verified User in Information Services

Enterprise (> 1000 emp.)

9/6/2019

"Winning The Deal Because Of The Way You Sold"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Altify?

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

Recommendations to others considering Altify:

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

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. Review collected by and hosted on G2.com.

JC

Josh C.

Vice President, Industry Value Engineering

Information Technology and Services

Mid-Market (51-1000 emp.)

8/22/2019

"AM for Intapp"

4.5/5

What do you like best about Altify?

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

What do you dislike about Altify?

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

SA

Skeet A.

Client Account Director

Internet

Enterprise (> 1000 emp.)

8/20/2019

"Great tools, better people"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Altify?

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