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Altify Accounts | AI-Guided Account Planning, 100% Salesforce Native

By Altify, LLC

Focus on the Right Accounts. Build Trust. Drive Predictable Revenue.

Paid  
Business Need
Sales Productivity
Sales Intelligence
Sales Methodologies
Requires
Sales Cloud
Compatible With
Sales Cloud
Experience Cloud

Altify Accounts is the Salesforce-native planning system for strategic account growth, powered by Altify MaxAI. It maps stakeholder landscape, surfaces whitespace, and grades account plan health, so every rep knows exactly where the growth is.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Salesforce Sales Cloud and any popular Internet browser.

App Details

Version
Altify Account Manager/Summer '20 2.6.0
Listed On
12/12/2012
Latest Release
09/27/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.6.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/17/2022

Additional Details

Most revenue teams have strong people and a strategy they believe in. What breaks down is execution. Altify Accounts is the planning layer of Altify's revenue execution system, turning account data into structured, living plans that map the full stakeholder landscape, surface whitespace, and align every action to what your customer is trying to achieve. Powered by Altify MaxAI, Altify Accounts keeps relationship maps, plan health, and next best actions current automatically, then structures every account review into a collaborative plan the whole revenue team can act on. Built 100% natively on Salesforce and Agentforce, Altify Accounts turns strategic planning from a quarterly event into a discipline that builds pipeline and drives predictable, expandable revenue. Get it now from Altify. Related: account planning, account management, account planning solution, account planning tool, account manager, organization chart, playbook, relationship map, revenue optimization, dealmaker, strategic account planning, strategic account, sales playbook, tas methodology, MEDDIC, MEDDPICC, target account selling, TAS group, whitespace analysis, account portfolio management

Need help?

Altify, LLC

Contact support@altify.com for further support and SLA information.

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