Solution Comparison
Altify vs Revegy
Choosing the best sales solutions to help you simplify complex sales is not easy.
It’s essential to think about how individual features compare and more holistically about the company providing the solution.
Can they provide the scalability, security, services, and ongoing partnership to ensure you maximize your return on investment and deliver the sales success you expect? Check out this Altify and Revegy solution comparison to learn more.

100% Salesforce Native
Altify solutions are 100% Salesforce native. We provide all the benefits of the considerable investments made by Salesforce in seamless user experiences, real-time data access, scalability, infrastructure performance, data management, compliance, and security. With Altify solutions, no data is transferred to third-party servers to process and store data outside of Salesforce, potentially risking sync errors, data latency, security, and availability.
AI Capabilities
Altify’s partnerships with both Salesforce and Microsoft, depending on which co-pilot a customer decides to implement, enable us to leverage their co-pilot capabilities to deliver data automation and smart notifications to include use cases such as missing personas on a relationship map, deal risk, and actions. In addition, our MaxAI engine filters data for important indicators – called insight signals – and interprets what the signals mean in the business of sales. Combining deep sales domain expertise with MaxAI insight signals highlights vulnerabilities in a sale and provides intelligent coaching on how to approach the situation.
Simple Salesforce Admin Reporting
Altify solitions provide seamless integration to Salesforce objects and real-time access to data, so Salesforce administrators can utilize intuitive Salesforce report builders that enable a wide range of report types and customization capabilities, seamless dashboard integration, report sharing and security and audit trails.
Salesforce Admin Field Customization
Altify solutions provide seamless integration to Salesforce objects and real-time access to data, so Salesforce administrators can utilize intuitive Salesforce report builders that enable a wide range of report types and customization capabilities, seamless dashboard integration, report sharing, security, and audit trails.
Comprehensive Revenue Enablement Services
Altify provides a comprehensive program of in-house revenue enablement services to ensure maximum value from your investment. These include virtual and on-site workshops and training, change management, and sales best practice coaching, delivered by our consultants and managed services teams.
Embedded Sales Methodology
Altify comes embedded with the Target Account Selling methodology (TAS is our IP) or can be customized to your preferred methodology during implementation with other templated methodology alternatives.
Low Cost of Ownership
Altify solutions provide significantly lower cost of ownership. Salesforce administrators can easily support the application through standard Salesforce permissions, eliminating the pain of integration and utilizing existing user data, logins, profiles, roles, groups, etc. Salesforce administrators can manage customization to fields and reporting requirements.
Questions to Ask
If you are using Salesforce for your CRM, you should use a deal and account management software solution that is 100% Salesforce native. This centralizes your data in one place, with one source of truth. Using a Salesforce native solution provides the benefits of Salesforce’s data infrastructure and security while effectively scaling your deal and account management best practices across your sales organization. If you choose a solution outside of Salesforce, your organization will experience lowered data integrity, a larger administrative workload, and less adoption from your sales organization.
If leveraged correctly, AI technology like ChatGPT can help elevate your deal and account management strategy. Altify’s MaxAI does just that. Built on Salesforce’s Agentforce platform, MaxAI helps your sales organization spend less time on administrative work and more time selling by doing account research, finding missing key contacts on your relationship maps, and uncovering insights about your deals and accounts. Without AI technology integrated into your deal management solution, competitors will likely leave you behind.
Your sales team is more likely to have ongoing success with increasing deal sizes, growing key accounts, and winning more revenue by reinforcing selling best practices with a tech-supported sales methodology. Your team will likely miss the downstream benefits if your software solution is not built to support and strengthen your chosen sales methodology.
Establishing a continued culture of sales excellence requires a plan to enable and support your entire revenue and sales team in the long term. Through enhanced sales skills and coaching effectiveness to establish your baseline to measure growth, Altify Revenue Enablement services will help you evolve from simply looking at usage to focusing on business impact and benchmarking sales velocity, attachment rates, and customer lifetime value.
Testimonials
What they say about Altify
Great account planning tool, achieving team collaboration
Altify provides easy access to account plans with a user friendly interface embedded in Salesforce. Ability to identify a strategy for relationship building within an account. Working with the implementation team and dedicated Success Manager has increased utilization throughout the users and provided proper support for the Sales Operation.
Gregg W.
Sr. Director, Global Sales Operations, Sales Onboarding & Education
Streamlining account planning across our Enterprise Sales Segments
The Altify Account Manager software is easy to use and configurable throughout the entire application, meeting our Enterprise sales team’s needs. It is a simple and organized experience to conduct account planning. Altify Account Manager integrates with Salesforce objects such as contacts, opportunities, and tasks, reducing duplication and entry, and it is a bi-directional sync with Salesforce.
Katy M.
Enterprise Sales Leader
Tool for Building Trust with B2B Clients
Altify has given our go-to-market team an easy-to-use, collaborative platform, native to Salesforce CRM (where they live), that allows them to manage every aspect of the trust equation. What are the key insights we learn about clients, and who are the people we need to build trust with? Where are the pockets of opportunities we can push on and develop over time? And more importantly, give the account/territory leader a collaborative platform to bring all the internal selling constituents into alignment, remove obstacles, and measure success.
Billy M.
Enterprise Sales Leader
Improved deal discipline with effective opportunity management
The methodology, structure, and process are easy to follow and have effectively increased win rates. It also serves as a way to identify earlier when to move on and not sink more time than required on deals that cannot be won or the payoff is not aligned with the amount of time and resources required to win.
Steve G.
Vice President Advanced Solutions Sales
Why Choose Altify?
Enabling sellers to focus on what they do best – forging connections, delivering clarity, and fostering collaboration.
A partnership to deliver integrated sales best practices, with the services to ensure maximum long-term success.
Solutions to power your sales transformation that scale to meet your goals.
Built on the methodology and delivered by the team that created the category.






