Altify vs. Asana

Well suited for accounts in pipe. I'm not sure how well the entire team experience will play out in reality. Resources are primarily available when the opportunity is piped.

Incentivized

The usability of Asana is broad since it's available in a variety of platforms that are widely used nowadays. I think that it would be great for people who are constantly on the move and switching devices, since it has allowed me to work from my phone, too. I also think that Asana has proven itself to handle a large quantity of work

• 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.

Incentivized

• Easy to use by any user (good UX and no installation needed)
• Easy to create a simple project, add tasks and sub tasks.
• Different display options, according to the project/tasks type
• Works great using a web browser, you don't have to install the application

Incentivized

• 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.

Incentivized

• Some users might find the user interface a bit dull and un inspired
• We found the way to use multiple workspaces a bit confusing
• It takes quite a bit of planning to build a well organized workspace in order not to have way too many projects and tasks all over the place

Incentivized

I just can't see us getting it off of Asana any time soon, despite the many headaches it has caused us. We have too much data in there, too much time & training invested into it, too much at stake to move. If we were just starting out today, fresh, I don't know for certain that I would absolutely go the same direction, but I *think* I still would. I just haven't seen anything better yet. Maybe if Podio's support staff hadn't treated me like a worthless nuisance to them, I might feel differently, but the fact is that their task management is simply inferior to Asana's. That can't be denied, and in fact Podio said it themselves: "Tasks are a simple function. They cannot be customized. Tasks in Podio can be used for quick to-do's for you and your team members." In our operation, however, prompt task completion is a big deal; one task can't be completed until another one is done first, and closing the gaps between those tasks is critical in meeting deadlines and servicing our customers. Asana gets us there, the others don't.

It is very user-friendly. Takes a new employee an hour to start figuring out how the system works. That's an important factor. You don't want to encounter the issue where employees need a week to understand how the system works. For example, JIRA, I tried using it for a week and I still don't understand the complicated layout. Asana has a simple interface. Once you see it, you get it type of program.

Incentivized

Working with Asana on a daily basis

I haven't had to use their support so I can't rate it. The fact that I haven't needed them reflects the ease of use of the product. I would recommend that any new users schedule a complete demo of the product to ensure that they are using it to it's fullest (there's a lot of useful features).

Incentivized

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

Incentivized

Asana is a top-tier project management software that helps us organize and track projects from start to finish. It allows us to apply tasks/to-dos to multiple projects without duplication, divide complex projects into smaller tasks, and track project progress. It also helps us organize work on Kanban boards or linear lists. It stands out from the crowd in a big way compared to the competition.

I used this tool on a daily basis at work and it runs as a solid rock

• Micromanagement (negative): By implementing Altify as the sales process management tool for our company during a change in sales methodology we created a micromanagement storm that left reps not truly gaining the benefit of the buyer-centric methodology. Rather than using the tool as a guide to the new process, it became a series of checkboxes that reps were mandated to fill out by management. This has left us unpicking the process to reengage the reps in a positive manner on how to work through opportunities in a customer-focused way. Sales process manager and opportunity assessment were disabled to try to fix this negative impact.
• Account Plans (positive): While difficult for smaller accounts, the account plan feature did create a standard way for sales users to create account plans and manage their accounts better

Incentivized

• Difficulty adding large projects with multiple and complex levels of tasks.
• The number of users is limited in the free version. The service cannot be used for groups of less than 5 people.
• The search filter is not a powerful feature, it needs some development and strength because it contains some bugs sometimes.