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.
N/A
Quip
Score 8.3 out of 10
N/A
Quip is a collaboration tool, from Salesforce, that helps sales teams accelerate business in real-time with embedded documents, live Salesforce data, and other built-in collaboration features.
$120
per year per user
Trello
Score 8.4 out of 10
N/A
Trello from Atlassian is a project management tool based on a Kanban framework. Trello is ideal for task-management in a to-do list format. It supports sharing boards and cards across users or teams. The product offers a free version, and paid versions add greater automation, collaboration, and administrative control.
$6
per month per user
Pricing
Altify
Quip
Trello
Editions & Modules
No answers on this topic
Enterprise
$25
per user per month
Starter
$120
per year per user
Plus
$300
per year per user
Advanced
$1,200
per year per user
Standard
$6
per month per user
Premium
$12.50
per month per user
Enterprise
$17.50
per month per user
Free
Forever Free
Offerings
Pricing Offerings
Altify
Quip
Trello
Free Trial
No
No
No
Free/Freemium Version
No
No
Yes
Premium Consulting/Integration Services
Yes
No
No
Entry-level Setup Fee
Optional
No setup fee
No setup fee
Additional Details
—
All editions include unlimited personal documents and folders and a custom subdomain. Paid versions include unlimited document revision history, message archive and group sharing.
A discount is offered for annual billing and for larger numbers of users.
Quip is primarily for document creation and organization -- in this capacity it far outperforms Google Drive with it's user-friendly interface and rich built-in features like Kanban boards, tables, and checklists. However, it is not designed to be a fully customizable database …
Trello is a simple-to-use tool that makes organization and task management easier. It has a myriad of integrations and fits easily into my day-to-day. It feels as easy as moving post-its across a wall.
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.
I think collaboration is probably the best use case for it allows really good drafts of documents. I think it's really good use case if you want to go track edits to documents as well. It's probably not really good for versioning control, but it's definitely, it's very, very lightweight and so you can use it on a mobile device, you can use it in any web browser. So it's very easy to use, very easily accessible. I probably wouldn't use it from a spreadsheet perspective. Well I think some of the primary functions of data sheets are there. It doesn't have some of the more complex formulas that you would typically get from Excel or something like that
For teams or individuals with lots of individual tasks/details to track, Trello is perfect! It basically removes the need for a paper checklist. For those that need an overall project management tool that requires less tasks and more overarching goals, collaboration amongst various teams, and gantt charts I would suggest monday.com
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.
When using Quip Desktop, it can be slow to update with content from other users
I think it would be cool to have a PDF proofing system integrated into Quip. Once copy has gone to design, we are basically done using Quip - I'd like to bring that all together within Quip
Multi -select and group export of documents would be helpful
I am very likely to renew Trello, because it doesn't cost anything to do so. I am also very likely to use Trello's upgraded features in the future because a lot of my team's data is stored on there and they have already gotten used to the platform. Trello is very easy for new team members to pick up, making the onboarding and usability very streamlined.
It is the best collaboration tool in my company. Through it, the organization has achieved better connectivity and efficiency in its communication. Primarily, the docs feature of this software is the most utilized in the company. Slowly, dash-boarding and project management features have also been utilized. Generally, it is the best tool, very easy and fairly streamlined
Trello is incredibly intuitive, both on desktop and mobile right away. It is also full of helpful features that make it even easier to use, and is flexible enough to suit almost any organizational need. Onboarding for the software is thorough, but concise, and the service is frequently updated with even more QOL improvements.
I have never used Quip's support. To be fair, we hired someone who used to work for Quip before working at our company, and he implemented it and pushed it with the team. He was very biased toward the product, and yes it was better than Google Drive, but by how much?
I haven't reached out to their support very often and their support is very limited anyway for the free users. They do have tons of great articles and videos in their Help Center and constantly send emails with updates and add-ons to the product. The fact that I've barely ever had to contact their support team means that they've developed a great product.
For our small business, getting a few of us started well on Trello was the key, I think. As long as a couple of us were really comfortable with the interface, we could lead others and help them with any questions. From now on, anyone who works with us just naturally uses Trello for information sharing - it's just part of what we do.
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
Google Drive is an obvious choice for a collaboration suite, but it still has this old-fashioned Windows 95 feel to it, with the standard file system hierarchy and spread-sheet like lists of files. Quip has a fresh take on the user interface, and the comments and discussion on a given file or line within a file seems more integrated and seamless, rather than a bunch of boxes out in the margin away from where you're actually reading and working. Having everything just to the left of a list or paragraph makes it easier to focus and maintain context while you're working or discussing a certain point.
Trello is more simple and not as "robust" as the other tools, but it's easier to use and manage and understand and ACTUALLY get stuff done with. It's simplicity is part of the beauty of using it. You don't need a million options that nobody uses, you just need to get stuff done.
It is a tool that allows work teams to move forward in a centralized way and meet their objectives as efficiently as possible; this has allowed us to meet our customers and brought more work to the organization, therefore more revenue; I would say that the ROI was fast enough, as expected.
Trello keeps me organized, focused, and on track. I could filter the Trello board to only see my issues and understand what I needed to work on and when.
Trello helped our team implement an agile structure. It's a very simple kanban method of viewing all of your team's tasks and statuses. You can completely customize the columns to your team's specific workflow and create tags relevant to your work.
Trello helps reduce unnecessary communications between teams. When I want to request translations, I simply create a card on the localization Trello board -- no need to directly message anyone on the team, and I can watch the status of the card change from "in progress" to "in review" to "translated," all without having to directly ask for updates.
