Affinity vs. Altify

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Affinity
Score 9.1 out of 10
N/A
Affinity (or Project Affinity) headquartered in San Francisco supplies pipeline automation with automatic data and file capture with deduplication, task reminders, sales team efficiency reporting, as well as the platform's machine learning collective intelligence engine for judging the relationship strength salespersons are developing or to uncover the next best lead to contact.N/A
Altify
Score 10.0 out of 10
Enterprise companies (1,001+ employees)
Upland Altify helps revenue teams grow and retain revenue in their key accounts through technology-led account-based selling best practices and tools. Upland Altify combines technology, strategy, and best practices to enhance account planning, opportunity management, as well as insight and relationship mapping, natively within Salesforce. Altify guides sellers with contextual actions, insights, and coaching to build intimacy with customers, uncover new pipeline,…
$20
per month
Pricing
AffinityAltify
Editions & Modules
No answers on this topic
Altify Insights
$20
per month per user
Offerings
Pricing Offerings
AffinityAltify
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Best Alternatives
AffinityAltify
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Lead411
Lead411
Score 9.1 out of 10
Medium-sized Companies
Salesmate
Salesmate
Score 9.8 out of 10
Paperflite
Paperflite
Score 9.6 out of 10
Enterprises
Clari
Clari
Score 8.1 out of 10
Paperflite
Paperflite
Score 9.6 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
AffinityAltify
Likelihood to Recommend
9.1
(7 ratings)
7.5
(2 ratings)
Likelihood to Renew
10.0
(1 ratings)
-
(0 ratings)
Usability
10.0
(1 ratings)
-
(0 ratings)
Support Rating
9.3
(4 ratings)
-
(0 ratings)
User Testimonials
AffinityAltify
Likelihood to Recommend
Affinity
Nudge.ai is well suited for individual contributors without enough time or resource to do proper research on clients/prospects. It may work as well for larger teams, but I don't have experience using Nudge.ai in that environment. Nudge.ai is easy to use, so the onboarding and ramp-up time is quick.
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Upland Software
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.
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Pros
Affinity
  • Almost all of Adobe Photoshop's features for a fraction of the cost. It was an easy decision for our organization.
  • The interface and most of the features are an almost mirror image of Photoshop. Flat fees instead of high yearly fees are much more desirable for our small team.
  • They have a great support forum for the little one-offs that aren't quite like the Photoshop app, or don't have the same exact name as Photoshop. The forum really helps when this happens. The YouTube support from the company and other users has been very helpful as well.
  • I use Sketch as my primary vector design tool. Affinity allows me to take a .ai, .eps, or other proprietary format and convert it to .svg for use/manipulation with Sketch and back. I can't say enough for this feature. It has helped me stay less pigeon-holed into Adobe products, which have lacked innovation for a long time in my opinion.
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Upland Software
  • Organization chart: really well integrated with SFDC and the visual is easy.
  • Profile recommendations in Org chart: great coaching builtin to be fair, but it's tough on your thought process.
  • Plan overview and POV hit the mark on what is most important.
  • Love the idea of using this with the prospect for early stage alignment and coaching.
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Cons
Affinity
  • Sometimes interacting with a large data set is a little buggy, i.e. choppy when navigating the page.
  • It would be nice to have a feature, where the status of an opportunity changes automatically when a certain thing happens. For instance, when I send a cold email, the status of a prospect would change from "identified" to "contacted."
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Upland Software
  • 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.
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Likelihood to Renew
Affinity
We will definitely be renewing. The value for the price we are paying is solid, and we are interested in growing our use to see if we can expand on the value we are getting from Nudge.ai.
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Upland Software
No answers on this topic
Usability
Affinity
For a regular user of Photoshop, Affinity is a very easy transition. It has all the same features and once you adapt to it, and it provides a quick return on investment.
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Upland Software
No answers on this topic
Support Rating
Affinity
I have not had much opportunity to go directly to support, but the training modules that are employed by the company are fantastic. I also find that if I need to understand something, there is always another user ready and willing to share their secrets. As this tool becomes more accepted local communities will also start to organize
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Upland Software
No answers on this topic
Alternatives Considered
Affinity
Affinity is the bridge that links our communication through our software workflow.
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Upland Software
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
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Return on Investment
Affinity
  • Helps me best manage my relationships, which is a high ROI.
  • Saves me time on data entry which is important to me.
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Upland Software
  • Shows management that we have a strategy.
  • Forces critical and honest thinking about gaps in your account knowledge.
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ScreenShots

Altify Screenshots

Screenshot of Altify Insights – Relationship Mapping – Quickly displays key decision makers to help users build effective relationship strategies that push through the hierarchy.Screenshot of Altify Insights – Insight Mapping – Out-of-the-box templates make it faster and easier to engage prospects and surface key buyer insights consistently.Screenshot of Account Manager – Opportunity Map – Helps to understand whitespace and upsell opportunities to grow revenue in key accounts.Screenshot of Sales Process Manager - Aligns sales process with customers’ buying cycles, to deliver greater pipeline visibility and help salesteams win.Screenshot of TeamView – Fosters collaborative accountability, strategy, and identify risks during pipeline reviews with a detailed status snapshot of every deal.Screenshot of Test and Improve - Standardize and collaborate across the whole revenue team for your deal reviews to help your sellers close.