Salesforce Revenue Cloud vs. Altify

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Salesforce CPQ
Score 7.7 out of 10
Mid-Size Companies (51-1,000 employees)
Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.
$30
Per User 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,…
$20
per month
Pricing
Salesforce Revenue CloudAltify
Editions & Modules
Basic
$30
Per User per Month
Professional
$50
Per User per Month
Enterprise
$75
Per User per Month
Altify Insights
$20
per month per user
Offerings
Pricing Offerings
Salesforce CPQAltify
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalOptional
Additional Details
More Pricing Information
Features
Salesforce Revenue CloudAltify
CPQ
Comparison of CPQ features of Product A and Product B
Salesforce Revenue Cloud
7.7
32 Ratings
11% below category average
Altify
-
Ratings
Quote sharing/sending7.331 Ratings00 Ratings
Product configuration6.232 Ratings00 Ratings
Configuration options6.330 Ratings00 Ratings
Pricing rules7.929 Ratings00 Ratings
Price adjustment8.231 Ratings00 Ratings
Purchase history and open contracts8.424 Ratings00 Ratings
Guided selling/Sales portal6.620 Ratings00 Ratings
CPQ reporting & analytics8.324 Ratings00 Ratings
CPQ-CRM integration9.229 Ratings00 Ratings
Attachments to quotes8.531 Ratings00 Ratings
Order capturing8.114 Ratings00 Ratings
Best Alternatives
Salesforce Revenue CloudAltify
Small Businesses
QuoteWerks
QuoteWerks
Score 9.1 out of 10
Lead411
Lead411
Score 9.1 out of 10
Medium-sized Companies
QuoteWerks
QuoteWerks
Score 9.1 out of 10
Paperflite
Paperflite
Score 9.7 out of 10
Enterprises
SAP Sales Cloud
SAP Sales Cloud
Score 8.2 out of 10
Paperflite
Paperflite
Score 9.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Salesforce Revenue CloudAltify
Likelihood to Recommend
8.0
(48 ratings)
7.5
(2 ratings)
Likelihood to Renew
9.1
(1 ratings)
-
(0 ratings)
Usability
8.6
(3 ratings)
-
(0 ratings)
Availability
9.1
(1 ratings)
-
(0 ratings)
Performance
8.2
(1 ratings)
-
(0 ratings)
Support Rating
7.9
(12 ratings)
-
(0 ratings)
Product Scalability
8.2
(1 ratings)
-
(0 ratings)
User Testimonials
Salesforce Revenue CloudAltify
Likelihood to Recommend
Salesforce
What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.
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Upland Software
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.
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Pros
Salesforce
  • Salesforce CPQ easily maps to standard and custom fields within the opportunity in SFDC, allowing you to avoid time spent duplicating effort or copying and pasting deal criteria.
  • Salesforce CPQ connects directly to pre-determined price book, making it very easy to provide a proposal based on standard cost and/or add discounts to standard cost and reflect those reductions on the order form as appropriate.
  • Salesforce CPQ provides the ability for administrators to configure workflows for approval based on certain discount %'s on the standard cost, offering a quick and easy way to route automatically through the organization for approval.
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Upland Software
  • 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.
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Cons
Salesforce
  • Our Salesforce is very messy, which tells me it's not super easy to clean up.
  • I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
  • Sometimes when saving it doesn't seem like things actually save.
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Upland Software
  • 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.
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Likelihood to Renew
Salesforce
The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future
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Upland Software
No answers on this topic
Usability
Salesforce
After the initial set up, end users who are not the most tech savy are generally finding it easy to navigate
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Upland Software
No answers on this topic
Support Rating
Salesforce
There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.
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Upland Software
No answers on this topic
Alternatives Considered
Salesforce
There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.
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Upland Software
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
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Return on Investment
Salesforce
  • Salesforce CPQ has helped a lot with overall visibility to the quote to order process. Reps have more insight into the business and the business has more insight into Sales Rep interactions. This makes troubleshooting issues much easier.
  • Our reporting capabilities have improved immensely. The ability to easily create fields allows you to capture new data points very easily.
  • Communication in Salesforce CPQ and Salesforce, in general, is a big improvement for our business. The ability to have a chatter feed on any object is very helpful. This can also be used for feed tracking to give some basic change management controls/history.
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Upland Software
  • Shows management that we have a strategy.
  • Forces critical and honest thinking about gaps in your account knowledge.
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ScreenShots

Salesforce CPQ Screenshots

Screenshot of Configure. Price. Quote. Anytime, anywhere, on any device.

Altify Screenshots

Screenshot of Altify Insights – Relationship Mapping – Quickly displays key decision makers to help users build effective relationship strategies that push through the hierarchy.Screenshot of Altify Insights – Insight Mapping – Out-of-the-box templates make it faster and easier to engage prospects and surface key buyer insights consistently.Screenshot of Account Manager – Opportunity Map – Helps to understand whitespace and upsell opportunities to grow revenue in key accounts.Screenshot of Sales Process Manager - Aligns sales process with customers’ buying cycles, to deliver greater pipeline visibility and help salesteams win.Screenshot of TeamView – Fosters collaborative accountability, strategy, and identify risks during pipeline reviews with a detailed status snapshot of every deal.Screenshot of Test and Improve - Standardize and collaborate across the whole revenue team for your deal reviews to help your sellers close.