What users are saying about
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Top Rated
25 Ratings
3 Ratings

Salesmate

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Top Rated
25 Ratings
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Score 9.3 out of 100
3 Ratings
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Score 9.8 out of 100

Likelihood to Recommend

Salesmate

I'm not sure exactly where is would be less or even not appropriate, however, it is appropriate and helpful for us, because with tax clients and the sudden uptick in our communication, things can get messy real fast. Especially with us working from home and communication isn't as simple as yelling across a hallway. We need to be 100% up to date on communication or we risk re-calling people, or even missing calls or requests. Salesmate keeps everything in one convenient location, so I can see a client's birthday, spouse, vitals, AND when we last contacted them on one screen. So nice.
Anonymous | TrustRadius Reviewer

Upland Altify

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.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesmate
9.1
Upland Altify
Customer data management / contact management
Salesmate
9.7
Upland Altify
Workflow management
Salesmate
8.4
Upland Altify
Territory management
Salesmate
9.0
Upland Altify
Opportunity management
Salesmate
9.7
Upland Altify
Integration with email client (e.g., Outlook or Gmail)
Salesmate
9.7
Upland Altify
Contract management
Salesmate
8.4
Upland Altify
Quote & order management
Salesmate
8.7
Upland Altify
Interaction tracking
Salesmate
9.7
Upland Altify
Channel / partner relationship management
Salesmate
8.3
Upland Altify

Marketing Automation

Salesmate
8.9
Upland Altify
Lead management
Salesmate
9.7
Upland Altify
Email marketing
Salesmate
8.1
Upland Altify

CRM Project Management

Salesmate
8.2
Upland Altify
Task management
Salesmate
8.2
Upland Altify
Reporting
Salesmate
8.2
Upland Altify

CRM Reporting & Analytics

Salesmate
8.2
Upland Altify
Forecasting
Salesmate
8.3
Upland Altify
Pipeline visualization
Salesmate
8.3
Upland Altify
Customizable reports
Salesmate
8.2
Upland Altify

Customization

Salesmate
8.7
Upland Altify
Custom fields
Salesmate
9.5
Upland Altify
Custom objects
Salesmate
8.1
Upland Altify
Scripting environment
Salesmate
8.4
Upland Altify
API for custom integration
Salesmate
8.9
Upland Altify

Security

Salesmate
9.7
Upland Altify
Single sign-on capability
Salesmate
9.7
Upland Altify
Role-based user permissions
Salesmate
9.7
Upland Altify

Integrations with 3rd-party Software

Salesmate
8.3
Upland Altify
Marketing automation
Salesmate
8.3
Upland Altify

Platform

Salesmate
9.7
Upland Altify
Mobile access
Salesmate
9.7
Upland Altify

Pros

Salesmate

  • For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
  • Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
  • Integration with other apps is good; I use QuickBooks and DocuSign.
  • Customer service is very good.
Mark Kershek | TrustRadius Reviewer

Upland Altify

  • 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.
Anonymous | TrustRadius Reviewer

Cons

Salesmate

  • I do wish the desktop pages would update immediately after entering information rather than having to refresh the screen. However, that's only a small inconvenience.
  • I have several Pipelines for different services. I wish the order of those was editable, but it is not.
Sandro Marc-Charles | TrustRadius Reviewer

Upland Altify

  • 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.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Salesmate

Salesmate 10.0
Based on 1 answer
Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them
Matthew Gehrman | TrustRadius Reviewer

Upland Altify

No score
No answers yet
No answers on this topic

Usability

Salesmate

Salesmate 8.8
Based on 20 answers
The product is extremely well thought out. Most CRMs are too cluttered. They have an exhaustive feature set, which comes at a cost of not being able to do the basics well. From my perspective, Salesmate has focused on mastering the basics (database management, email tracking, task management, etc.), and only then has implemented more technical features on top. The design is also simple, but beautiful, which makes the product a joy to use.
Anonymous | TrustRadius Reviewer

Upland Altify

No score
No answers yet
No answers on this topic

Support Rating

Salesmate

Salesmate 8.8
Based on 20 answers
They are amazing. They usually answer within five minutes. They have an extremely available and competent second level support. They are really open minded - They allowed me to use a functionnality from the superior plan for free for a few days! Could not be happier with a customer support.
Joachim Mérillat | TrustRadius Reviewer

Upland Altify

No score
No answers yet
No answers on this topic

Alternatives Considered

Salesmate

Every call, chat and email creates a support ticket which is usually 24-48 hours for a response. I accomplished more with Salesmate support than I did with a month of the entire Fresh Works Suite. Also - all components are separate with Freshworks i.e. contacts to not sync between fresh caller, fresh desk, fresh sales and fresh everything. I could go on and on, but I have also tried Salesforce, Pipedrive, Zoho and many others.
Sales.mate is the BEST, I love them! Seriously.
Alexander Ceranek | TrustRadius Reviewer

Upland Altify

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
Anonymous | TrustRadius Reviewer

Return on Investment

Salesmate

  • Making the switch to Salesmate has saved us a fair amount from our prior service where we had to pay for all the additional features we wanted, whereas Salesmate includes it right out the gate.
  • By utilizing this tool we're able to stay on top of the sales cycle and overall lead flow which directly impacts our bottom line.
  • In terms of ROI if you work the system and utilize the tool as it should then you will make sales.
Matthew Gehrman | TrustRadius Reviewer

Upland Altify

  • Shows management that we have a strategy.
  • Forces critical and honest thinking about gaps in your account knowledge.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Salesmate

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
Optional

Salesmate Editions & Modules

Edition
Starter$151
Growth$301
Boost$501
  1. per user monthly (20% off for annual subscriptions)
Additional Pricing Details
We offer built-in calling: Starting at $1.10 per month for your phone line & pay as you go credits

Upland Altify

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Upland Altify Editions & Modules

Additional Pricing Details
Contact us for a Quote

Rating Summary

Likelihood to Recommend

Salesmate
9.5
Upland Altify
7.5

Likelihood to Renew

Salesmate
10.0
Upland Altify

Usability

Salesmate
8.8
Upland Altify

Support Rating

Salesmate
8.8
Upland Altify

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