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.
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Zoho CRM
Score8.4 out of 10
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Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment.
The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.
The product also has an integrated project management module.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Need some way to switch a field type without losing the pre-existing data.
The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
Frustrating that only 3 custom lookup fields are allowed per module in our license.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
