Altify Accounts
Salesforce Account Planning Software to Grow Revenue
Operationalize an account-based sales strategy with account planning software to uncover new opportunities, deepen relationships and build trust, natively in Salesforce.
Simplify your account planning practice with Altify Accounts
Selling simplified. Potential simplified. Success simplified.
60%
High-growth organizations are 60% more likely than others to have a central planning process with strong alignment.
Source: Forrester
52%
52% of organizations not using account-based strategies experienced lower average win rates.
20%
Having no account-based sales strategy decreases lifetime value by 20%.
See how Altify Accounts works in a self-paced, interactive demo
Deepen relationships, identify new opportunities, and increase revenue
Quick & Simple Account Transparency
Visualize account plan progress, highlighting next steps for potential, current, and won opportunities.
- Review, connect and collaborate on your account plan across the revenue team
- Gain clarity with objectives, actions and customer insights
Identify New Cross-Sell & Up-Sell Opportunities
See where your solutions have been deployed and uncover whitespace where you can deliver additional value.
- Map current, potential and closed won opportunities to identify whitespace
- Quickly assess account relationship and insight maps to validate the who and why behind opportunities
Enhance and Develop Your Relationship Footprint
Identify gaps in your account relationships with people who have influence, and create actions to develop connections further.
Deeper Collaboration for Account Plan Reviews
Identify gaps, vulnerabilities, and recommendations with insight and support from the broader revenue team.
Get Salesforce-native Software for Seamless Value
Guide your sellers with contextual actions, insights, and best practices right within Salesforce.
Why Altify Insights stands apart?
Support simple or complex processes
The only solution that can support multiple selling motions.
Fastest time to value
Out of the box selling processes, or support from our team to asses current-state and provide guidance for optimization.
Future-proof growth plan
Our solutions fit seamlessly together to power your sales transformation.
100% Salesforce native solution
Delivering all the benefits of Salesforce security, data integrity, & compliance.
It’s scary to look at longer-term horizons when you’ve got quotas to hit in the short-term, but it’s worth it. Thinking long-term didn’t mean we were just waiting for a contract to land in two years. It was about creating the kinds of near-term proof points in Altify Accounts that kept people motivated and confident that they were doing the right things for future success.
Sarah Walker
Former Director, Corporate & Public Sector, BT Group
Trusted by leading enterprise sales teams
Not Just Another Vendor – Free Copy
How do great sales organizations differentiate themselves? At Altify, we reached out to top sales leaders to bring you first-hand accounts of how they found success in their account planning practice and became more than just another vendor.
Resources to drive outcomes
Account Executive
Account-Based Selling – What it is and Why it Matters
Today, the horizon of B2B selling looks different than it did even just a few years ago. The world has undergone several drastic revolutions in only a few years. Technological innovations, digitalization and workstyle evolutions that were being signaled years ago have today come to fruition. We are a more connected, virtual, and tech savvy […]
2025 trends
Five Challenges Facing CROs and Sales Leaders in 2026
What are the top challenges facing chief revenue officers and sales leaders today? And how can account planning help? There’s no shortage of noise in the market right now, especially with AI reshaping how teams sell, how buyers buy, and how revenue is measured. But for CROs, the mandate hasn’t changed: deliver predictable growth in […]
Glossary
Account Planning Strategy: A Definitive Guide
What is account planning in sales? Account planning is the process of mapping out key aspects of a potential customer or key account. Any given account plan can include important information about the prospect or customer, including decision makers, competition, internal influence, unique challenges, the complex political structures hiding within the organization, the potential whitespace […]
Altify Account Manager FAQs
In the ever-evolving landscape of sales and customer success, staying ahead of the competition requires the adoption of innovative tools and methodologies.
Enter Altify Accounts and ChatGPT, two powerful technologies that, when combined, offer a synergistic approach to revolutionizing sales processes and enhancing customer engagement.
Altify Accounts and ChatGPT can empower sellers and customer success teams by streamlining research on personas and industries, optimizing discovery and qualification, mastering sales methodologies, harnessing competitive intelligence, and facilitating effective summarization of calls and actions.
- In this article, we explore 5 Ways to use ChatGPT with Altify for high value insights.
- In this article, we explore 4 ways NLP AI and Sales Methodology will join forces.
As Altify Accounts is a 100% Salesforce native application, this means that with the announcement of Agentforce and Sales GPT by Salesforce, and as a Crest Partner, we will have early access to generative AI features and capabilities from Salesforce.
With Agentforce, Salesforce Sales GPT, and Einstein GPT, customers will be able to harness the combined power of generative AI, Salesforce and Altify and embark on an entirely new journey of delivering value across your revenue team and to your customers.
Einstein, Tableau, and other BI software tools
We provide both managed and unmanaged Salesforce packages that provide multiple standard reports and dashboards to support business administrators, and the revenue team, plus custom reporting capabilities and point-of-view reporting documentation for Einstein, Tableau, and other BI software tools.
Slack
Teams can collaborate in real-time (or asynchronously) to refine account plans by sending messages between Slack and Altify. All critical insight and feedback sent from Slack can be captured in Altify for future reference. More Info
Google Docs
Customers can configure Google Docs to automatically pull in relevant details from their linked opportunities and account plans in Altify (in real-time or asynchronously). This enables revenue teams to collaborate in real-time or asynchronously using all the collaboration capabilities Google Docs supports. More Info