AdRoll is a connected advertising platform designed to assist growth-oriented marketers in navigating the complexities of digital advertising. This software solution provides a suite of tools that help mid-sized businesses to develope marketing strategies that drive customer engagement and conversion. Targeted primarily at mid-sized businesses across various industries such as ecommerce, technology, financial services, and education, AdRoll caters to marketers…
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Altify
Score 10.0 out of 10
Enterprise companies (1,001+ employees)
Altify’s suite of Salesforce native solutions guide and coach sellers to identify and map key relationships, uncover business insights, align sales processes to buying processes, qualify, manage and execute deals, and grow wallet share in accounts.
I feel the RollWorks platform is a great way to dip your toes into an account-based marketing approach. The easy-to-use features and limited initial requirements as a great way to understand the pillars of a good B2B or account-based strategy. I also feel the support team is strong, especially during onboarding.
Altify is very well suited for customer relationship mapping and for use on very large, long term and complex deals. Altify is created and represented as an enterprise-level tool, but even some of its functions are too overbuilt for enterprise level sales activities. Altify is a tool best utilized only for the top level of complex deals within an organization. Features such as customer relationship mapping do have use and benefit for mid to large level deals and is arguably the most valuable tool in the Altify suite. After nearly a year using Altify, my recommendation on its use would be to enable account plans, account management, opportunity management, and sales process manager only to the top strategic account reps in the organization, realizing that they are probably best used purely out of the box as any customizations create other complications. For the rest of the sales teams, the customer relationship mapping feature is the one tool reps would gain the most value out of.
It helps you intimately target users from your targeted accounts list on multiple advertising platforms in a highly effective way.
Their customer success and support team are always willing to go the extra mile to ensure your success.
The reporting capabilities of the platform. The ability to really dig deep into the micro-interactions from accounts and contacts across your targeted accounts list.
The price is a little high for the product provided.
Some features require a certain number of won opportunities or open opportunities to leverage, which could be difficult for a small/new business.
This product has fewer features than some competitors like it does not include attribution modeling for other pieces of the funnel or predictive models I have seen in other products.
Sales Process Manager: The Altify Sales Process manager's biggest drawback is the lack of usability for the end user. Altify has an out of the box sales process or a custom one can be created based on the company sales process. The drawback is that unless the sales process includes very few items, it can be more cumbersome than helpful. The Rep walks through the Sales Process by selection whether they have "Completed" are "In Progress" or have "Not Completed" the sales process activities at each stage of the opportunity. Altify saves after each selection so there is considerable downtime as the user waits for their selection to be recorded before they can answer the next question. Altify has an option to automatically advance the Salesforce opportunity Sales Stage once a certain % or mandatory steps in the sales process are completed, however this is not entirely useful as it does not advance until the set % or mandatory marked processes within a Sales Stage are completed AS WELL as at least one process from the next sales stage. This becomes very confusing and cumbersome for the users. In most cases, the sales process manager becomes more of a micromanagement tool with managers requiring all items to be marked completed and the Users merely marking items to satisfy that requirement without getting the intended benefit of the guided selling experience.
Account Plans: Account Plans can be grouped in both "does well" and "does poorly" for the Altify Suite. I will outline the bad in this portion of the review. Altify Account Plans do have some ability for customization, however the standard out of the box options are incredibly overbuilt. Filling out all of the information within the Account Plan can consume 40+ man hours for a single Account. While some of this information can be useful and important to note, other portions become more cumbersome than useful. The Completeness and Scorecard portions of the use a number of calculations. These calculations are explained at the bottom of the page but from a user perspective are very confusing and not straightforward. Most users that begin using account plans quickly abandon them because of the difficulty in setting them up correctly and the minimal insights that are gleaned out of the work put into them. One place for the greatest opportunity to improve account plans is in the objectives section, there the user can set objectives and activities (tasks) to meet them. The tasks must be manually selected to create an actual task in Salesforce and this cannot be assigned out to other SF Users. This portion of the Account plan would be improved if it could be used as a holistic account management platform to manage tasks across all the opportunities and potential opportunities, with an ability to assign them out to others in Salesforce within the account team.
Altify Max Insights: Altify max insights is intended to provide coaching advice at the opportunity level. This feature is tied into the opportunity manager. The drawback to this feature is that the insight mainly pertains to whether or not a user filled out all the steps in the opportunity manager: the sales process, the opportunity assessment, strategy, and the customer relationship map. The insights are far less action-oriented and more of a reminder to use the tool components. This tool just doesn't hold value, especially as it is an add on product.
Lack of Customization - While Altify does allow customization of some of their products and components, Altify has a ton of limitations. One of the most frustrating aspects is that all of the processes happen from their "black box" which is the dealmaker opportunity objects that Altify creates. This is essentially a shadow copy of the opportunities within Salesforce that then push changes to the actual opportunity. There is no way to tap into this shadow opportunity to either run custom processes or to even surface the Altify insights in a BI tool such as Einstein. This means that a lot of the use and functionality that Altify does do well cannot be leveraged for company insights or user end improvements.
Due to the fast impact of RollWorks in a short period of time across both marketing and sales. What is unusual about the RollWorks in our annual budgeting process is that there is no need to provide a business case for RollWorks' renewal. We see the value on a daily basis. RollWorks has provided clear insight up to the C level so there is no hard sell at the executive level. All stakeholders across the organization consider RollWorks to be a long-term, integral part of our marketing stack. We always are evaluating substitutes for current tech stack providers but feel that RollWorks is unmatched in its space
RollWorks has the most intuitive interface of any tool in our multi-platform marketing stack. Any user who has worked with a CRM tool will find it much easier than say a HubSpot or Salesforce to set up and launch quickly. The adoption curve for maturing capabilities and usage is very short.
We have no issues with uptime or downtime with RollWorks. The application runs consistently. I don't recall a bug or outage issue in the year that we have been users of RollWorks. The true test is complaints from our user base - there have been none at all which is unusual for our marketing stack applications.
The RollWorks interface performs well. The load time has no noticeable friction. Reports are delivered quickly and easily. We integrate RollWorks with our Hubspot and Google Analytics platforms. There were a few tweaks to get those integrations working in sync but the RollWorks account team was there to help with anything our internal technical team couldn't solve.
The RollWorks support team has been fantastic any time I've needed to contact them. About a year ago, I made a gross user error on my end and they were quick and kind, helping me rectify it. As far as implementation, the set-up of RollWorks is mostly self-guided, but it's incredibly intuitive.
We implemented RollWorks during the pandemic and across geographies. Therefore in-person training was not an option. We felt that we got the full impact of an in-person training experience from the RollWorks team, and that in-person training would actually have been less effective for us due to the expense and logistics. It is rare that we consider online training to be as effective as in-person so this is a credit to the RollWorks account team.
RollWorks implementation couldn't have gone more smoothly. A key success factor is inclusion and early involvement of all those who will be working with RollWorks in any way to go through the set up and launch process. We thought through and brought the right players to the table to take full advantage of the RollWorks training direct from the team - rather than having to train others one off later
The major difference I have seen between Rollworks and competitors is that Rollworks seems to be a much less complex platform. While other tools focus on things like personalization, sales activation, and automation, Rollworks focuses on target accounts and advertising which eliminates distractions and allows us to really focus on what the tool was made for rather than investing in a larger scale tool that we won't get our money worth from.
While Skuid is not a match to what Altify does in terms of capabilities, Skuid did allow us to natively create the functions that we needed within the business in a way that was more useful than the Altify tools out of the box functionality. Altify does not offer anything for a more "light touch" opportunity, which is its greatest drawback. With Skuid we were able to create our own solution for these lighter touch opportunities
RollWorks had various options that allowed us to choose the right one for our current situation. We felt that RollWorks gave us the flexibility to start at a certain level within our core marketing and sales teams and then easily add users as our functions are expanding. RollWorks offers upgraded levels of plans and add on features that we can foresee using in the future.
Tough to say the exact impact, although RollWorks tries to help you show that. They include an ROI measure tied to your pipeline. But it's not really possible to say that because 1 person at an account MAY have seen our ad that it influenced a buy. It's a little hocus pocus here.
Our target audience is not very active in LinkedIn so we need to find ways to get in front of them outside of this business channel. Our thought/hope is that RollWorks is helping us do that.
