Altify vs. Clari Copilot

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
Clari Copilot
Score 8.9 out of 10
N/A
Clari Copilot helps revenue teams win revenue-critical moments. Clari Copilot’s conversation intelligence platform gives reps and managers tools to compete, spot revenue leak, and close deals. It offers: Real-time battlecards and monologue alerts, so reps can navigate objections with ease and learn from winning behavior. And managers can track rep performance…
$60
per month per rep
Pricing
AltifyClari Copilot
Editions & Modules
Altify Insights
$20
per month per user
Growth
$720
per year per rep
Accelerator
$1,080
per year per rep
Enterprise
$1,320
per year per rep
Offerings
Pricing Offerings
AltifyClari Copilot
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Best Alternatives
AltifyClari Copilot
Small Businesses
Lead411
Lead411
Score 9.1 out of 10
Mediafly Intelligence360
Mediafly Intelligence360
Score 7.8 out of 10
Medium-sized Companies
Paperflite
Paperflite
Score 9.7 out of 10
Clari
Clari
Score 8.2 out of 10
Enterprises
Paperflite
Paperflite
Score 9.7 out of 10
Clari
Clari
Score 8.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
AltifyClari Copilot
Likelihood to Recommend
7.5
(2 ratings)
9.0
(82 ratings)
Likelihood to Renew
-
(0 ratings)
8.6
(3 ratings)
Usability
-
(0 ratings)
8.2
(1 ratings)
Support Rating
-
(0 ratings)
8.4
(2 ratings)
Implementation Rating
-
(0 ratings)
9.1
(1 ratings)
User Testimonials
AltifyClari Copilot
Likelihood to Recommend
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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Clari
Wingman would be well suited for any organisation with more than 5+ reps in their sales team. Recording all the demo calls will create a playbook which will help the reps learn from each other and also to ramp up new reps with how to conduct the demo and discovery calls
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Pros
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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Clari
  • Filtering calls by keywords - saves you time so that you don't have to listen to entire calls.
  • Creating game tapes - so that you can easily onboard new team members.
  • Great support team (love for Sushma).
  • Much cheaper than competitors.
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Cons
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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Clari
  • Searching for specific calls (you can scroll through the list, but that takes time)
  • The dashboard isn't as user friendly as it could be, but a seasoned user can navigate it just fine
  • The AI-driven insights aren't always accurate but are still very useful nonetheless
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Likelihood to Renew
Upland Software
No answers on this topic
Clari
I think Wingman is one of the best software in their segment. Very few companies are cost-effective and offer similar solutions.
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Usability
Upland Software
No answers on this topic
Clari
Super user friendly tool! There are some features that I think might be improved over time, like navigation assistance or tutorials, and quick tips, like how to ensure calls always get recorded, how to add Wingman to calls last-minute, or how to use their playlist feature Game Tapes, but those are nice to haves, not need to haves.
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Support Rating
Upland Software
No answers on this topic
Clari
Wingman is always quick and thorough with their support and often offer to proactively connect on Zoom. I love that.
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Implementation Rating
Upland Software
No answers on this topic
Clari
I wasn't directly involved but no news is good news in our organization for topics like this!
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Alternatives Considered
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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Clari
Gong is expensive but it has a lot better AI/Intelligence feature compared to Wingman. Wingman definitely does the job, is cheap, and also support is pretty amazing and I personally like Shruti a lot in terms of what she is doing in this space. Also, Wingman is in an Indian company.
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Return on Investment
Upland Software
  • Shows management that we have a strategy.
  • Forces critical and honest thinking about gaps in your account knowledge.
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Clari
  • Training of new Sales representatives has gone from 1 month to 2 weeks using Wingman as part of the training tools.
  • The transcripts have also helped us to decrease the number of disputes "Lost" on Stripe, by providing evidence needed to win the case.
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ScreenShots

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.

Clari Copilot Screenshots

Screenshot of Call Library — Organized, searchable and shareable recordingsScreenshot of Call Summary — For full visibility on every sales interactionScreenshot of Call ScorecardsScreenshot of Game Tapes — A Netflix for salesScreenshot of Deal Central —An early-warning system for at-risk dealsScreenshot of Team Dashboard — Tracks coaching-led performance improvements