Altify

What do you like best?

Easy to use interface and highly configurable. The platform has helped our newest hires easily understand and align with our well established process. For many of our more senior reps, the Learn and Apply workshop sessions were their first introduction to formalized sales training. More on the Learn and Apply sessions is that our consultants from Altify who led the sessions were stellar and created an engaging learning environment.

What do you dislike?

Much of the training materials are in Salesforce Classic, so being a Lightning first shop, it was a bit painful for some users.

My only other gripe is that we need to wait to roll out Account Manager! (Internal roadblocks)

Recommendations to others considering the product:

Make sure you do some soul searching ahead of time to fully understand your Sales Process, this will help you accelerate your time to implement. Same goes for Account Plans, but we have not rolled that out yet.

What problems are you solving with the product? What benefits have you realized?

Altify is helping our reps:

- Dig deeper in their existing accounts - expanding the conversation to other areas of the business

- Understand the political landscape better - identifying the structure and power dynamics in an account

- Identify key relationships - understanding where gaps are and the people they should invest in to ensure they are not single threaded in the account

- Ask the right questions to understand and qualify the opportunities in/out sooner - having a standardized means to qualify deals through our sales process and the 1-20 Assessment

- Understand what's important to the customer at a deeper level - elevating their conversations to align with an executive audience