Altify vs. Atlassian Confluence

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.

Incentivized

I would recommend Atlassian Confluence for companies that want to have internal documentation and minimum governance processes to ensure documentation is useful and doesn't have a lot of duplicated and non-updated content. I wouldn't recommend Atlassian Confluence for companies with a low budget since this product might be a little costly (especially with add-ons).

Incentivized

• 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

• Cross product linking - If you use other Atlassian products then Atlassian Confluence is a no-brainer for your source of documentation, knowledge management etc. You can show previews of the linked asset natively E.g. showing a preview of a JIRA ticket in a Atlassian Confluence page.
• Simple editing - Though the features available may not be super complex right now, this does come with the benefit of making it easy to edit and create documents. Some documentation editors can be overwhelming, Atlassian Confluence is simple and intuitive.
• Native marketplace - If you want to install add-ons to your Atlassian Confluence space it's really easy. Admins can explore the Atlassian marketplace natively and install them to your instance in a few clicks. You can customise your Atlassian Confluence instance in many different ways using add-ons.

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

• UI Design is very simplistic and basic could make use of more visually interesting colour choices, layout choices, etc.
• Under the 'Content' menu, it defaults to having a landing page for all L1 and L2 category pages. Meaning as long as the broader content category has a sub-category, it still creates a separate landing page. In my team's case, this often creates blank pages, as we only fill out the page at the lowest sub-category (L3).
• Hyperlinks are traditionally shown as blue, however, this results into very monotonously blue pages in cases where a lot of information is being linked.

Incentivized

I am confident that Atlassian can come with additional and innovative macros and functions to add value to Confluence. In 6 months, Atlassian transformed a good collaborative tools into a more comprehensive system that can help manage projects and processes, as well as "talk" with other Atlassian products like Jira. We are in fact learning more about Jira to evaluate a possible fit to complement our tool box.

Great for organizing knowledge in a hierarchical format. Seamless for engineering and product teams managing software development. Helps in formatting pages effectively, reducing manual work. Tracks changes well and allows for easy rollbacks. Granular controls for who can view/edit pages. Search function is not great which needs improvement. Hire some google engineers

Incentivized

I do not recall having outages or applications error so far, very reliable and available.

Incentivized

We never worked against the tide while using Confluence. Everything loads considerably fast, even media components like videos (hosted on the platform or embed external videos from Youtube, for example). We are not using heavy media components a lot, but in the rare occasion we happen to use one we have no problems whatsoever.

Incentivized

This rating is specifically for Atlassian's self-help documentation on their website. Often times, it is not robust enough to cover a complex usage of one of their features. Frequently, you can find an answer on the web, but not from Atlassian. Instead, it is usually at a power user group elsewhere on the net.

Incentivized

Overall, I am very satisfied with the initial implementation (and the subsequent upgrades and implementations made over the years).

This product has never rose to the level of being an major issue at an executive level. It has quietly and valiantly done it's job for our company!

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

We chose Atlassian Confluence over SharePoint because it's much more user-friendly and intuitive. Atlassian Confluence makes collaboration and knowledge sharing easier with its simpler interface and better search. While SharePoint can be powerful, it often feels clunky and complex, making it harder for our team to actually use it.

Incentivized

This tool is very adaptable. So much so we use it for three completely separate projects, in three very different ways.

Incentivized

• Shows management that we have a strategy.
• Forces critical and honest thinking about gaps in your account knowledge.

Incentivized

• The AI feature which lets me find relevant documents while reading one document is really beneficial.
• Centralising of knowledge systems is one of the key differentiators for large organisations.
• As long as folks keep using Google Docs and Atlassian Confluence, there is going to be a challenge in building a continuum.

Incentivized