Altify vs. Board

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

Board is a useful tool with a great set of features. We migrated from human apps to board and we find it relatively fast in search results and better-managed threads and forums. There are some areas, such as UI and interactions which could be improved but overall a great product. The learning section is also pretty good.

• 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

• The user interface is intuitive and easy to navigate
• You don't need programming knowledge to create dashboards which is a great flex for non-technical users
• You can seamlessly convert large, raw, and complex data to meaningful reports to visualize better and plan to act accordingly
• The financial forecasting that Board provides post-analysis is truly reliable

• 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

• Board BI tool has a steep learning curve and can be challenging for a new user to reach to board's full capacity.
• We have to use a windows scheduler to schedule data import tasks; it would be great if Board could provide its own scheduler.

Board is a fantastic product for swift BI solution delivery when compared with its peers. Ease of use, support and integration with Microsoft Office Addin open a wide horizon of opportunities for further enhancements to solutions. Easy bespoke app development capabilities make it a winner for us. BOARD is just like a white canvas, it lets you explore your creative side while designing and delivering a solution

Incentivized

From a user perspective, Board is quite simple to use. You
can evaluate the presentation of the data, the navigation, the configuration of
the users, the selection of the data etc ... It would have a better rating if
it were even more intuitive as regards the construction of a project, starting
from the database, to the info-cubes, to entities, to data acquisition
procedures from other servers.

Incentivized

very fast and no integration problems

Incentivized

The only time I needed assistance was due to a problem in
the prints: the colors of the brochures as they were on the screen were not
reproduced in the print, but a series of standard colors were reproduced. This
fact made colored numbers on a colored background illegible. From the
assistance they confirmed that it was a problem of version 10.2 that occurred
when leaving the brochures with the default colors proposed by Board. To obtain
the desired colors, they had to be personalized ... I didn't like the solution
very much and the technician who recommended it didn't like me either, but they
would have solved the problem with the following versions. In any case, the
assistance was quick and effective even if not exactly efficient.

Incentivized

Board is fairly simple and straight forward. Advance training on workflows and procedures is a good one but the training content only touches through the interesting areas. training content needs to cover a few areas more in-depth

Incentivized

The problem of user profiling in our context is certainly
quite complex. The complexity is given by the fact that the company is divided
territorially into logistic points of sale, but at the same time they are
virtually divided into divisions (or specific implementation areas) and points
of sale of competence. The same operator can have access to data at different
logistic sales points, sales points of competence and divisions.

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

Board has been more complete when compared to Anaplan. Although I didn't participate in the buying decision of any of those products I have used both and by far Board just has more features. It's more than a CPM, it's BI and CPM put together. If I had to make a choice now it would be Board.

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

Incentivized

• Board facilitates proactive decision making - it gives all the insights of the company's needs, which includes predictive analytics and manipulation of data to make different types of reports.
• Easy to use for non-programmer and integration with other software is seamless. It has [the] ability to handle large amounts of data.
• It facilitates advanced decision-making.

Incentivized