Likelihood to Recommend For someone who uses both Gmail and
Salesforce as part of their main role, this software is an invaluable connector for them both. Some of the features are also not
Salesforce specific - such as the Meeting Scheduler, which has proved invaluable to me, and I would recommend to any Gmail user who frequently set up meetings (either internally or externally).
Read full review 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.
Read full review Pros Log email to Salesforce. You click one button and it logs for you. This is easier than adding the BCC email address that Salesforce provides as a way to log email. Track views and engagement on these emails. It's nice to know if the email was opened and if links were clicked. Update quick fields in Salesforce directly from their inbox using Cirrus. This prevented reps from needing to click into Salesforce, wait for it to load, then update fields like the phone number or name. If the rep did need to open Salesforce, Cirrus provides a quick button to navigate to the Lead/Contact/Opportunity page quickly. Read full review 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. Read full review Cons Outlook for Mac could use some work as an add-on because it's hard to read sometimes on my laptop. It's not a sidebar, like the Windows functionality, so it's harder to read. Doesn't always find an opportunity, even though I know it's in our Salesforce system. Randomly shuts down and doesn't log in properly at times. I've had to remove and re-download more than once. Read full review 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. Read full review Likelihood to Renew It is the best google to salesforce integration on the market. support is incredibly responsive and very helpful. They are constantly adding new features, and the current feature set is well beyond anything else that is currently offered in the market
Read full review Usability Very easy to use. Everything opens in a familiar interface right inside the google apps sidebar. It brings in salesforce records, so as long as you know google apps / gmail and salesforce you'll be all set. It's point and click.
Read full review Reliability and Availability Haven't had a down issue in the almost 2 years I've been using the product. Support is also super responsive.
Read full review Performance Pulls in salesforce data very quickly, and syncs very quickly.
Read full review Implementation Rating The plugin is installed inside your internet browser as an extension/add-on. It can be found in most add on stores and is easy to install. Usually just a few clicks. It handles authorization for you once you sign in, and then takes care of all the rest. It couldn't be easier to get working right out of the box. You're up in running in less than 5 minutes.
Read full review Alternatives Considered Yesware regularly sent me alerts that my emails had been opened by someone who I hadn't sent them to, from locations they couldn't possibly have been. I also don't recall its Salesforce activity logging working as smoothly, though I last used
Yesware more than 12 months ago so my memory isn't as fresh as it could be
Read full review 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
Read full review Return on Investment Customer data is paramount and Cirrus Insight supports optimal data integrity. Ease of capturing updated customer information and sales activity helps in forecasting, operational insight, etc. Facilitates transition of sales opportunities by seeing a clear trail of correspondence and customer updates. Read full review Shows management that we have a strategy. Forces critical and honest thinking about gaps in your account knowledge. Read full review ScreenShots Cirrus Insight Screenshots