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Altify Opportunities | AI-Guided Deal Execution, 100% Salesforce Native

Execute Every Deal with Precision

Overview

Altify Opportunities helps revenue teams turn deal strategy into consistent, AI-guided execution, so they can advance opportunities faster and win more deals, with clarity on what it takes to win every deal.

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See How Altify Opportunities | AI-Guided Deal Execution, 100% Salesforce Native Works

  • Score every deal against proven qualification criteria, so reps focus time on opportunities that are real, winnable, and worth pursuing.

  • Map every decision-maker, champion, and detractor in the buying group, with relationship lines showing supporters and gaps, so no coverage gap goes unseen.

  • Align every conversation to your customer's business goals and pressures with insight maps that make you a trusted advisor, not just another vendor.

  • Get real-time pipeline visibility with TeamView, so managers can flag risk and coach deals while they're still winnable, not after they slip.

  • Structure every deal review into a collaborative action plan, with owners and due dates, so sessions end in commitments, not good intentions.

  • Get AI-powered next best actions, vulnerability analysis, and call plans from Altify MaxAI, generated in minutes and always marked as AI-generated.

  • Automatically surface missing contacts and coverage gaps in the buying group, so sellers always know exactly who else needs to be in the deal.

  • Get AI-powered analysis of deal review sessions that surfaces patterns and coaching priorities, and summarizes what's blocking deal momentum.

  • Turn deal strategy into consistent execution with embedded methodology, TAS, MEDDIC, or your own framework, so every rep follows a winning path, not just top performers.

Winning complex deals has become increasingly difficult: buying groups are larger, decisions take longer, and a significant number of opportunities stall or end in no decision. Altify Opportunities turns deal strategy into structured, consistent execution, embedding proven methodology, relationship intelligence, and AI-guided insights directly into Salesforce. MaxAI continuously analyzes deal activity and risk signals to highlight gaps, surface vulnerabilities, and recommend next best actions, so sellers know exactly what it takes to win, managers can coach with precision, and leaders gain confidence in pipeline accuracy. Built 100% natively on Salesforce, Altify Opportunities connects customer outcomes, decision criteria, and stakeholder alignment in one place, for faster deal progression, higher win rates, and more predictable revenue. Related: deal execution, deal management, deal qualification, dealmaker, opportunity management solution, opportunity management tool, opportunity manager, organization chart, playbook, relationship map, revenue optimization, sales opportunity, sales opportunity management, sales playbook, tas methodology, target account selling, TAS group

Categories

Business Needs
Sales Intelligence
Sales Methodologies
Sales Productivity
Personas
Administrator
Executive
Sales Representative / Manager
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Agentforce
Managed Package

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