Upland Altify Pros and Cons

I thought the user interface was particular nice Review collected by and hosted on G2.com.

Somtimes the key details are hidden in ways that are a bit unintuitive Review collected by and hosted on G2.com.

Altify has provided a solution that allows the Account managers to have a better visual view of the stakehlders and the engagement they have with them to create action plans to improve networking and possible cros sell possibilities.

This tool also offers the solutionto export the data into a PPT that you can plaste in apowerpoint delivering more insight on the business reviews Review collected by and hosted on G2.com.

There was before a Linked In connector and allowance to InMail from the tool without need to swap to a new tab to do so, with new LinkedIn releases this feature has been lost but it was a great asset to have, hope they can bring it back again Review collected by and hosted on G2.com.

It helps our sales team relate more to the buyer and focus more on what they are doing rather than what we are doing during the sales cycle. It helps show the progress in the sales cycle based on where the buyer is.

Also, the support with Altify is wonderful - they are quick, responsive, and open to jumping on a call. Review collected by and hosted on G2.com.

We cant change the status options on the qualifiers under each stage. They are hard coded to be yes no or in progress. I would like to be able to change those responses because not everything is a yes or no - some qualifiers arent necessary in some opportuntities. Review collected by and hosted on G2.com.

Altify helps you visualise your relationship with your customer and see the the 'so what'. The tool itself serves as a useful way for account owners to visually see their progress with an account, it helps them provide exec summary, prompts them to keep focused on what is important to their account and the individuals within it and most importantly encourages collaboration from their internal stakeholders and extract valuable insights from peer account plans from the same industry. The support from demo, through optimisation, training and installation has been excellent. The methodology has been the key, it is simple, it appeals to users from whatever background or approach they have worked on before, and it encourages a supportive, collaborative environment. Review collected by and hosted on G2.com.

There are no downsides to using Altify, the challenges we have faced in implementation have been related to digital adoption generally and the helping users recognise the value of investing their knowledge from it's current format (Powerpoint or alternative tool) into a new tool. The only feature I would like to see is the ability to see lost / No Bid on the Opportunity Map so you can visualise where you've explored expanding previously, to help you recognise to assess within the account. I would also prefer competitors to be our Salesforce competitor objects (that we capture on an opportunity) as opposed to Altify's that require manual entry, but I appreciate it's not an expandable need for the wider customer base! Review collected by and hosted on G2.com.

We use Test & Improve sessions to give constructive feedback to improve plans, but also to coach the account planning method Review collected by and hosted on G2.com.

Powerpoint exports need re-formatting before you can share them Review collected by and hosted on G2.com.

The level of depth you can go into on complex deals you are working on, should you want to.

Also how the solution allows you to stress test your opportunities to see if they are as advanced as you believe they are and whether you know as much about things as you believe you do. Review collected by and hosted on G2.com.

Not especially a negative, but it is difficult sometimes when on review and reflection key opportunities you're working on aren't quite as progressed as you believed Review collected by and hosted on G2.com.

When thinking about building trust with B2B buyers, many corporate sellers need to re-adjust their mindset, and shift toward a more STRATEGIC view of the client or their territory. This is difficult as a planning mindset is typically not in their wheelhouse. Leveraging a tool that is rooted in strategy and empowers new planning skills to be learned (and practiced) is key. Altify has given our go-to-market team an easy to use, collaborative platform, native to Salesforce CRM (where they live) that allows them to manage every aspect of the trust equation. What are the key insights we learn about clients? Who are the people we need to build trust with? Where are the pockets of opportunities we can push on, and develop over time? And more importantly, give account / territory leader a collaborative platform to bring all the internal selling constituents into alignment, remove obstacles, and measure success. Having rolled this out at 3 different companies, I see Altify as "table stakes" for any B2B company to leverage and would be one of the tools (including Salesforce.com CRM) that every seller in this economic environment should have in their arsenal. As the credit card company says, "don't leave home without it." Review collected by and hosted on G2.com.

The biggest challenge is getting internal alignment with process and tool change. Many organizations are SO ROOTED in the way they do things, and are resistant to this change. Sometimes the push is from the top and the field is not in alignment. Sometimes the push is from the bottom and senior exec's are not buying in. A coordinated effort is critical to focus on these mindset shifts (toward more strategic planning and opportunity execution) along with empowering sellers to "run their business" in a whole new way. Sometimes this can be a huge lift to get this alignment. That is the only negative side of Altify -- but can be mitigated by a "leader's first approach" and garnering internal resources, as well as expert consultants who know the landscape, and can help get momentum with any change initiative. Review collected by and hosted on G2.com.

The methodology, structure, and process are easy to follow and have effectively increased win rates. It also serves as a way to identify earlier when to move on and not sink more time than required on deals that cannot be won or the payoff is not aligned with the amount of time and resources required to win. Review collected by and hosted on G2.com.

Some more integration with Salesforce and Linkedin to make populating areas like the relationship maps would be helpful and increase adoption/utilization. Review collected by and hosted on G2.com.

Quality and scope of product, Great supporting team (from CSM, up to tech support). Review collected by and hosted on G2.com.

Object structure makes salesforce reporting almost impossible (with our volume of data, we have to push data to BI tool). Review collected by and hosted on G2.com.

There are no other solutions on the market that compare to the visualization of contact relationships that Altify provides. Implementation is relatively straightforward with support from the documentation. When you run into issues the support and account teams are quick to help to achieve a speedy resolution. Review collected by and hosted on G2.com.

Opportunity Import functionality is limited to 200 records per import which is limiting for the volume of Opportunities we manage per seller. Review collected by and hosted on G2.com.