Altify Sales Process | AI-Guided Execution, 100% Salesforce Native

Provides Deeper Insight Into Your Deals!

Across the team we use sales process to keep a tab on where we're at in our deals. It has been super useful to provide insight into deals and provided best practices on how to proceed based on the information plugged into the sales process. All team members have been leveraging this in their deal cycles, it has helped standardize our processes for next steps in opportunities, enabled our team members (new and old) to get a better view into their deals and how to win them!

Simplifying Selling

Upland Altify Sales Process Manager was a BIG addition to our sales team tech stack. Implementing this tool gave us a reason to map out our sales process in detail and now we have a simple to follow, detailed view of our sales process that lives within Salesforce. Every rep, new and tenured gets a daily look at what great looks like and can understand where they need to go next to win the deal.

Best Sales Process Organizer

As a Sales Operations Manager, Altify has been one of the best sales tools we have brought on for our team. It is organized, concise, simple and straight forward to identify where each opportunity sits in the pipeline. There is not much I would change on it rather than wish it would be a little faster. I would highly recommend the Sales Process Manager and the Relationship Map.

Clarity. Consistency. Visibility.

The work we did to implement Altify's Sales Process Manager really helped us audit our current sales processes and get clear on those steps we need to take in order to win business. Finally we have some global consistency! We also have more clarity on the status of our sales pipeline, and better visibility into win/loss rates and reasons. It helps our new employees learn what they need to do to win and helps existing employees make sure they aren't overlooking an important step in the sales process.

Unique Sales Methodology

DealMaker has been really helping our sales teams to follow a standard sales process around the world. The sales cycle isnow tracked using the same method and helps sales and sales Managers to quickly identify where a sales person is as part of the sales cycle.

DealMaker and Forecasting Very weak and no customer support from Altify

After extensive investigation and demos, we embarked on a deployment of TAS Dealmaker with an intent to use it as a better process and forecasting tool. This product is very weak from a forecasting standpoint. We have struggled to get any resolution to our issues and often go months without any response from Altify to address our issues. After notifying them that we were unable to use the tool for the intended purpose, they continue to insist we pay for the product, even though we cannot use it - and probably have 30 service tickets registered. Be careful about dealing with this firm. If you have anything but the simplest sales process this is not an effective management tool.

This is awesome!

Most time sales reps have no clue where they are in their sales process. This helps them understand. My teams forecasting has dramatically improved and ramp time decreased. Love it.

Say goodbye to surprises

Dealmaker covers all of the bases, from beginning to end, and keeps you "on your toes" so that you are doing everything that you can to give yourself the best shot at winning an opportunity. Nobody likes negative surprises when it comes to sales and this technology eliminates them!

Gamechanger for Managing Expectations of Management

This is a great app to drive to better forecasting accuracy and keep the individual sales executive on task to decide how quickly to either stay in a deal or get out if it is not favorable. Team views is a fantastic tool for the Sales Manager to get a dashboard-like view of the overall team execution.

Takes it to a whole new level

Dealmaker Smart Playbook takes selling to a new level and makes you think about your accounts. If you are honest in your assessments, you will immediately know what your focus should be. Full intgration with SalesForce is icing on the cake.