The Lucid Visual Collaboration Suite empowers teams to ideate, plan, design, build, and launch game-changing solutions from a shared infinite canvas.
$1
per month
Altify
Score 10.0 out of 10
Enterprise companies (1,001+ employees)
Upland Altify helps revenue teams grow and retain revenue in their key accounts through technology-led account-based selling best practices and tools. Upland Altify combines technology, strategy, and best practices to enhance account planning, opportunity management, as well as insight and relationship mapping, natively within Salesforce. Altify guides sellers with contextual actions, insights, and coaching to build intimacy with customers, uncover new pipeline,…
We have deployed chatbots across our markets and within these markets we have speficic POCs. With the collaborative features of Lucid Chart, teams can go together on 1 platform and instantaneously mind-map flows for chatbots. Another example is through Lucidchart our T&Q was able to effectively conduct process trainings. Agents are able to effectively appreciate learning through visuals and not through lengthy documents.
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.
Large number of predefined charts, diagrams, flows
A great repository of various symbols and objects
The easiness of using and manipulating objects and shapes. There is a lot of auto-editing and adjusting which the software does for you which saves a lot of your time.
Easy way of duplicating shapes.
While working with the app everything feels organic and natural. You don't get the clunky/limited feeling which happens with some other similar apps.
I have used the templates before and those are nice! I would like to see more
The ONLY complaint I can come up with is that there has been several times that my screen will lock up and i have to fully refresh it, even when it is a fairly fresh load.
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.
The usability of Lucid Visual Collaboration Suite is bar none and incomparable to any other tool used in the past. There is such a vast offering that covers all the needs of any user in industries far and wide. It is no doubt that this is a firm recommendation for anyone and everyone to utilize this tool for all their needs.
I would rate the overall support for Lucidchart as a 9. The support provided is generally robust and responsive. Their help center, tutorials, and webinars offer extensive resources for users. The ticket-based support system is effective, providing timely resolutions to most issues. Moreover, they actively gather user feedback, demonstrating a commitment to continuous improvement
Lucidchart is well beyond Microsoft Visio and is constantly improving. Visio is pretty much stagnant and hasn't been improved for several years, Lucid is constantly adding new functionality like AI powered functions and tools. We have no reason to pay for Visio licenses when Lucid can provide so much more for less.
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
It sure has. It has saved me a lot of time. Think of all the time I could have wasted trying to learn a program that does the same thing, whereas Lucidchart just does it with ease, learn as you go, and be a boss at it.
Lucidchart has increased productivity. My diagrams have helped co-workers find connectivity and helped them troubleshoot devices. This has saved time and increased productivity.
