Upland Altify Reviews

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Score 7.4 out of 100

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Anonymous | TrustRadius Reviewer
January 22, 2019

Configure correctly or Altify will make you Alti-cry

Score 5 out of 10
Vetted Review
Verified User
Review Source
Altify was implemented at the company I work for as part of a digital sales transformation effort within our sales organization. It was implemented to create a more robust selling experience within Salesforce and reinforce a new buyer-centric methodology that was introduced to our Sales Organization as part of the total transformation. Altify was selected for its ability to guide the seller through the Sales Process, give insights, create intelligent customer relationship maps and robust account plans. Altify offers a number of different packages, Altify Max Insights, Altify Sales Process Manager, Altify Account Manager, Altify Dealmaker, and Altify Opportunity Manager. We are currently utilizing all of these packages for all of our field and strategic salespeople.
  • Customer Relationship Mapping: Altify's customer relationship map, which is available at the account and opportunity level, is incredibly robust and insightful. This tool allows the customer contacts to be mapped in a visual hierarchy. Additional information can be added in to map the sentiment ad lines of influence for each of the contacts. Coaching insights are available for each of the contacts based on the inputted information so that relationships can be improved and the right contacts can be involved in the buying process.
  • Account Plans: Account Plans can be grouped in both "does well" and "does poorly" for the Altify Suite. I will outline the good in this portion of the review. A fully detailed account plan in Altify can be an incredibly powerful overview of strategic accounts, their associated opportunities existing within Salesforce and planned opportunities to achieve strategic growth. Account plans allow opportunities to be segmented out by different product families (columns) and account hierarchies (rows). This allows a Sales rep or Strategic Account Manager to create a plan on how they will sell into certain key business segments within their accounts as well as identify potential whitespace selling opportunities. Very valuable insights that can open up new business within existing accounts. The tool Altify has created for Account Plans is incredibly robust and detailed.
  • Generating Executive briefings or PPT: Altify allows an executive briefing (PDF file) or Powerpoint (with their PPT extension add on) to be generated from account Plans, opportunity manager, or account manager. These exports contain the Altify information that was inputted from the respective account Plan, opportunity or account. These can be used to create documents that give an overview on the account plan, opportunity, or account for internal business reviews. One drawback is that the customization options before export are incredibly minimal, requiring significant post export work to meet company guidelines/templates or make the documents customer facing.
  • 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.
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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Anonymous | TrustRadius Reviewer
March 14, 2019

Altify is a guru with guardrails

Score 9 out of 10
Vetted Review
Verified User
Review Source
The initial launch was with Sales and now all team members have access to Altify. It is addressing the lack of mid to long term strategy in pre-pipeline deals.
  • 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.
  • Executive reports are not well designed.
  • Cannot easily navigate between features. For example, you cannot easily go from the org chart to POV.
  • Would like to see split or title screens between the "sections" of Altify.
Well suited for accounts in pipe. I'm not sure how well the entire team experience will play out in reality. Resources are primarily available when the opportunity is piped.
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Upland Altify Scorecard Summary

About Upland Altify

Upland Altify is a Customer Revenue Optimization solution, aka a sales platform for key account management. It includes account planning, opportunity planning, and portfolio analysis to help sales teams operationalize their sales methodology by visualizing the people, priorities, and progress involved in key deals. Altify is built natively on the Salesforce platform.

Upland Software acquired Altify in late 2019.

Upland Altify Features

Has featureAccount Manager - guides sellers to deepen their understanding of buyer’s business pressures, goals and obstacles, uncovering hidden opportunities for mutual value and maps the ‘white space’ and political landscape, to create and win new business.
Has featureOpportunity Manager - coaches sellers in real-time to qualify effectively, research the relationship landscape, collaborate with customers, develop solutions that address business challenges, and competitive approaches that delivers a win-win outcome.
Has featureRelationship Map - helps sellers identify the people that matter and visualize the buyer’s organization so sales people can build relationships with key players and increase win rate.
Has featureSales Process Manager - guides sellers to follow a structured, proven sales process, providing links to the right tools to move opportunities through the sales funnel.
Has featureSales Performance Manager - elevates sales performance providing visibility into forecast and pipeline to drive sales velocity. Crush your quarter with real-time insights and coaching, visibility into the sales forecast, pipeline and team performance.
Has featureAccount Planning

Upland Altify Screenshots

Upland Altify Integrations

Upland Altify Competitors

Upland Altify Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No

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Upland Altify Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

Upland Altify Support Options

 Free VersionPaid Version
Social Media
Video Tutorials / Webinar

Upland Altify Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Countries:United States, Canada, Europe, United Kingdom, Australia, New Zealand
Supported Languages: English, Danish, Dutch, Finnish, French, German, Italian, Japanese, Korean, Portuguese, Russian, Spanish, Swedish, Thai, Simplified Chinese, Traditional Chinese