Altify Insights
Unleash the Power of Altify Insights
Altify Insights elevates team collaboration, builds customer intimacy, and drives revenue by enabling you to understand who the key buyer decision makers are and how to solve their challenges natively in Salesforce.
Understand the Key Buyers and How to Solve Their Challenges
The Challenge: Complex Buying Groups, Hidden Stakeholders
Modern B2B sales cycles are more complex than ever, and most teams still lack clarity on who really influences the deal.
Costly Blind Spots
With multiple stakeholders involved in a typical B2B purchase, sellers often don’t know who truly has power, who supports the deal, or who needs attention.
Fragmented Buyer Understanding
Critical buyer goals, pressures, and motivations often live in sellers’ heads or scattered across tools. This can create inconsistent discovery and unpredictable deal outcomes.
Misaligned Relationship Strategies
Sellers struggle to build the relationships required to advance deals with confidence when there’s no visibility into influence paths or internal dynamics.
Disconnected Insights Across Teams
Sales, marketing, and customer success frequently operate from different versions of “truth,” making collaboration slow and full of friction.
Risk of Lost Deals and Shrinking Pipeline Quality
When key people, buyer challenges, and business drivers aren’t documented, revenue teams miss warning signs that stall or derail deals.
A Clear Approach to Winning Buyers
Altify Insights transforms scattered buyer information into a clear, strategic view of the people and dynamics that drive deals. Built on proven Altify methodology, the platform guides sellers to understand who matters, what they care about, and how to win.
Altify Insights is the key to making account planning actionable. Revenue teams can understand the WHO and the WHY behind every opportunity.
Capture decision makers, influencers, supporters, and detractors directly in Salesforce. Create a single, consistent view of the buying group.
Use structured insight templates to document customer challenges, motivations, and success outcomes based on real discovery conversations.
Reveal influence paths, internal politics, conflicts, and alignment levels to prioritize relationships that accelerate deal progression.
Connect your offering to the customer’s goals using guided frameworks. Guarantee consistent, value-based messaging across the revenue team.
Identify gaps in relationships, missing insights, and areas of uncertainty to address deal risk before it becomes a loss.
Altify Insights Enables Insights Into Buyers’ Business Drivers
Simple & Intuitive
Quickly visualize key decision-makers and build effective
relationship strategies.
- Document buying role and support status
- Identify influences and conflicts
Buyer Focused
Prompt your sellers to ask the right questions with powerful out-of-
the-box templates.
- Refocus sellers on buyer needs
- Align and verify customer goals
Altify Insights Features
With a guided methodology built directly into the workflow, your team can develop smarter strategies and focus energy where it delivers the greatest impact.
Generate Insights to Focus on Deals You Can Win
Identify key decision makers and business problems, enable greater visibility, and create strategic opportunity plans to guide sellers toward closing.
Get Salesforce-Native Software for Seamless Value
Guide your sellers with contextual actions, insights, and best practices right within Salesforce.
Align Your Extended Revenue Team
Unite sales, marketing, and customer success with a single customer view to enable better collaboration, uncover gaps, and grow revenue. Altify Insights exposes blind spots and highlights the best opportunities for collaboration.
Why Altify Insights Stands Apart
Unmatched Account Selling Expertise
Built on methodology and delivered by the team that created the category.
Powerful Collaboration Solution
Engage buyers to build trust and align your solution with their business drivers.
We Deliver the WHO and the WHY
Boost deal size and win rates. Assess and qualify new deals to pursue opportunities you can win.
Easy Adoption and Growth Path
Solutions to power your sales transformation that scale to meet your goals.
With Altify Insights, our deal size goes up by 36% on deals $1M+ when the supporter is a key player.
Adrienne Walker
Former Director, Sales & Success Effectiveness, Autodesk
Trusted by leading enterprise sales teams
With Altify Insights vs. Without Altify Insights
Without Altify Insights
- Stakeholders are unclear, incomplete, or discovered too late.
- Buyer goals and motivations aren’t captured consistently.
- Relationship strategies rely on guesswork, not insight.
- Teams use disconnected tools and documents to align.
- Deal risks, blockers, and gaps aren’t recognized in time.
With Altify Insights
- Visual relationship maps reveal the key players, influencers, and supporters.
- Buyer goals, challenges, and priorities are captured in a consistent, guided way.
- Clear relationship strategies help sellers engage with precision.
- Sales, marketing, and customer success share one unified buyer view.
- Risks, gaps, and misalignment surface early—before they stall a deal.
Altify Insights Free Demo
Ready to give our Altify Insights solution a test drive? Try the free self-guided demo and learn how leading organizations around the world grow and retain revenue with Altify Insights.
About Altify
Altify is the only AI-enhanced sales solution provider that combines technology, strategy, and methodology to help organizations win complex deals.
From mapping key relationships to uncovering business insights and aligning sales processes with customer buying cycles, Altify empowers sales teams to collaborate, forecast accurately, and grow revenue.
Ready To Sell Smarter With Altify Insights?
Empower your team with the clarity and confidence to navigate every buying group. Altify Insights brings stakeholder visibility, structured discovery, and relationship intelligence directly into Salesforce. Learn who matters, what they care about, and how to win.
Altify Insights – FAQ
Altify solutions are 100% Salesforce-native applications, so any data integrated with Salesforce can be configured to display and used within Altify solutions.
For example, if contact data is enriched in Salesforce through a customer data platform (CDP), those custom fields can be displayed in a relationship map, and the values associated with each contact can be displayed and used in both filters and reports.
If you’re using a system to track transactional or relationship-based Net Promoter Score®, field values that are captured at the contact level, the data can be displayed in a relationship map and used in filters and reports.
Altify and ChatGPT are two powerful technologies that, when combined, offer a synergistic approach to revolutionizing sales processes and enhancing customer engagement.
Altify 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 solutions are 100% Salesforce native applications, this means that with the announcement of Sales GPT by Salesforce, and as a Crest Partner, we will have early access to generative AI features and capabilities from Salesforce.
With Salesforce Sales GPT, powered by Einstein GPT, customers will be able to harness the combined power of generative AI, Salesforce, and Altify. Embark on an entirely new journey of delivering value across your revenue team and to your customers.
*Altify is not affiliated with, sponsored by, endorsed by, or otherwise supported by OpenAI.
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
Insights and Resources
People and Problems
Sales best practices that drive success today aren’t unique to any particular industry or business size. The foundational principles that move the needle are ones familiar to any sales leader: Relationships and Insights.
Download this eBook to learn more about how you can leverage your understanding of people and problems to drive your success.