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

A MUST HAVE for any Strategic Account Planning Program

This is my third deployment of Altify (First with Salesforce Marketing Cloud - Second with Salesforce GTM) with Medidata. Great for small and large organizations, Altify Account Planning provides a solid methodology to drive "mindset shifts" toward more collaboration and strategy in key accounts. Couple that with teaching (or reinforcing) skills along with state-of-the-art, AI driven tools -- this package gives every organization a boost in the "revenue arm" that is sorely needed. Easy install and highly customizable too. One of my favorite AppExchange packages of all time.

Simple, Powerful and Efficient Key Account Management Tool

Altify’s KAM tool turned out to be the best investment to institutionalise common and structured methodology for Key Account Management across the company. It became a single place of data and intelligence for key accounts replacing scattered PowerPoint presentations. It’s powerful feature helped AMs easily identify and understand complex structures of Global Customers. Highly recommended to understand your customers better and to build effective and engaging relationship with them.

Clear and plenty of useful detail

Easy to use and helpful user guides.

Clear and concise

Excellent overview of the Altify product and how and where we could apply it and also see value. Matched our objectives on empowering the Account Development and demonstrated the tools to get the inputs and deliveries correct.

Leverage your client base to sell more

Account manager is a fantastic tool to enable organisations with multiple products and solutions to solution sell and sell more in to the same client base. Up-selling is far easier than new logo acquisition and having a detailed, global overview of your client will enable this even more. By using Account Manager we have been able to educate our customers with regards their organisations overall goals and helped them align objectives to meet that goal as a team, rather than with individual projects. Another huge advantage of Account manager is that it helps sales people collaborate - for global organisations who are approaching multi faceted companies having one message and one strategy is important - Account manager gives you this visibility and opportunity for collaboration.

Great account development tool

Very powerful, feature rich account planning tool and integrated with SalesForce too.

powerful account planning methdology

structured account planning methodology for more effective collaboration across opportunities and accounts; helping the extended account teams to understand their customer business and develop jointly a strategic plan, setup objectives and track progress.

Comprehensive, powerful tool to build dynamic account plans

We have recently implemented Altify Account Manager across our Corporate Accounts team, and within a few weeks, are already seeing the power of this tool. It’s giving us a well-designed process and methodology to develop deep insights into our customers, challenging us to think more strategically and enabling us to create more meaningful and effective account plans. The “Test & Improve“ feature is a great way to provide real-time feedback on account plans and encourage best practice sharing across teams.

Integration with Salesforce & Upland training & support

Really impressed with how the platform integrates seamlessly with Salesforce allowing us to leverage our data effectively and easily. This really enhanced how we navigated our Large Enterprise Accounts. We had some excellent hands on training & support with the Upland team

Streamlining our navigation of Clients and Prospects

The Altify Account manager has given us the flexibility to structure account plans that allow us to develop a deeper understanding of our clients business and how we can align with them to help them achieve their goals and objectives. This tool is particularly powerful in allowing us to track engagement, given many of our clients and prospects are global organisations, serviced on our side by a global team, the account manager tool really allows us to collaborate and deliver a joined up service.