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
Wrike
Score 8.6 out of 10
Mid-Size Companies (51-1,000 employees)
Wrike is a project management and collaboration software. This solution connects tasks, discussions, and emails to the user’s project plan. Wrike is optimized for agile workflows and aims to help resolve data silos, poor visibility into work status, and missed deadlines and project failures.
$0
per month per user
Pricing
Altify
Wrike
Editions & Modules
No answers on this topic
Wrike Free
$0
per month per user
Wrike Team
$10
per month (billed annually) per user (2-15 users)
Wrike Business
$25
per month (billed annually) per user (5-200 users)
Apex
Request a quote
per month per user
Pinnacle
Request a quote
per month per user
Offerings
Pricing Offerings
Altify
Wrike
Free Trial
No
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
—
Every premium plan begins with a 14-day trial period.
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 …
Asana provides user friendly interface and suitable platform for software engineering teams. But Wrike stood out because it provides good balance of project planning, workflow automation and dashboard functionalities in a single place.
Wrike has a broader application than task management apps like Toggl or Todoist. I do use Toggl as a basic time tracking software, however Wrike covers more ground. It is robust and user-friendly, and much less expensive than MS Project.
We used RoboHead prior to Wrike for document control and project management. Wrike is by far more advanced and interactive. It gives us so many more opportunities for communication.
Wrike's UI, combined with its low-cost solutions, has been the standout factor compared to the other options sought. They have multiple license types suited to different usage, a standout compared to others that don't leave you stuck paying high license fees for licenses you …
I utilized basecamp at my last position and I just remember it was extremely limited in what you could do. If I remember correctly there was no workflow integration of the platform, it was essentially just an app that you could create folders in that housed all of the files. No …
Cost and functionality. We were able to gain consensus on Wrike across numerous stakeholders. It may not be the best at everything but it's capable at a wide range of things.
Wrike was more capable that ProWorkflow (at least when we compared them several years ago) and more team/smaller workflow real time oriented than MS Project - where Project is better for detailed PM work. ClickUp is far more flexible and better value for a similar price at the …
our past products have been so hard to customize, streamline, and make work for all types of roles in the company. i feel like wrike is a great fit for everyone to work together well.
Honestly for me, it depends what you’re utilizing these tools for. In my experience, some of the other project management tools I’ve used the past such as Jira are way too complex for the use case we run into with our business. I feel like the overall goal of Wrike is to …
I think Wrike is very similar to other project management platforms such as Monday, Asana and Teamwork that I have used before. As they all provide strong tools for task and project organization, one feature particularly liked by me in TW was its time-tracking functionality, …
Monday wasn't as customizable as Wrike. Basecamp is great for tracking simple tasks and communicating with outside agencies, but isn't complex enough to track projects. Smartsheet is basically a fancy spreadsheet.
We have been using Wrike for over seven years, so I don't recall the specific reason why we chose it over Asana. I recall that the functions were similar, but I think we found that Wrike offered flexibility and structure that we felt would function the best for our department.
Wrike is more robust and suited for enterprise teams. Learning curve is more difficult and involved. Other platforms you can learn in a day or two. Wrike takes a month or two to get the hang of
Monday is a easier for project management and task tracking. Where Wrike excels is with the ticketing system for our IT, legal, or other specific teams.
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.
I believe it's well suited if you have multiple jobs/projects that you need to keep organized. We work with multiple job types from print/creative to web, copy and digital ads so it helps us stay organized. I don't think it would be suitable for a company that doesn't have a lot of jobs to manage. We average over 1,200 requests a year.
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.
I wish that Wrike had more drag and drop functionality that would be connected to assignee and also I wish that the finish date of a task would update to the date where you checked completed. It does not do that. Also finishing a task doesn't move the start date of the next task it "protects your time in that way", but our management team wants us to quickly see what we have down the pipeline rather than having to scroll down the list of upcoming tasks.
It does take some time and work to really understand and use it properly, but I think the accessibility to help and documentation make that completely feasible. Once you know how to use it, I find it to be very user-friendly, and have very few complaints.
Over two years of (almost) daily usage without outages. Don't remember any errors. I give it 9 only because some Wrike plugins (for online document edit) are based on NPAPI architecture. These types of plugins are being phased out in new browsers, and NPAPI plugins are disabled by default in recent versions of Chrome so you have to do some browser adjustments when you switch browsers or move to another computer.
Wrike tasks loads fine, but I hate clicking files and wait for a bit of time since it is powerpoint or word, Wrike assumes I want to open those on Wrike. My suggestion is to link it to office 365 so we do not need Wrike based decoder for PPTX and DOCX
Time and time again, Wrike has proved that they listen to their customers and put us first. From sales to support - they are quick to respond, encourcage community engagement and I never feel like i am callling a help center
I love the Wrike training options. Wrike Discover has tons of courses, learning plans, certifications, etc. This is an area where Wrike definitely shines! I wish these resources were more in your face for new people, because it seems like a lot of coworkers didn't know all of this training was available to them.
There are a lot of bells and whistles in Wrike, and not all of it is easy or intuitive to understand once it's plopped in your lap. It's easier when there are a few choice people who understand Wrike as a platform and articulate it in such a way where it makes it easy to pass it along to others in the group
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
Wrike's UI, combined with its low-cost solutions, has been the standout factor compared to the other options sought. They have multiple license types suited to different usage, a standout compared to others that don't leave you stuck paying high license fees for licenses you won't use to that extent.
I’d go with a 9/10. It scales really well across teams and use cases, especially once you set things up properly. The only reason it’s not a full 10 is that it can take some effort to structure everything cleanly at the start.
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
