Introducing the Altify 9.16 Upgrade

Prove impact, scale discipline, and accelerate growth -without adding complexity.

Every release of Altify is designed with one goal in mind: to make your sellers unstoppable. With Altify 9.16, we’re doubling down on what matters most to you: faster, more intuitive execution, deeper visibility into the impact of Altify on your revenue, and an enhanced version of AI assistance that’s more efficient and accessible.

This release brings meaningful upgrades across the platform — from new MaxAI capabilities that accelerate planning, to ROI dashboards that prove the business impact of your team’s work, to enhanced tools for managing relationships and improving collaboration. Whether your focus is strategic account growth or deal acceleration, Altify 9.16 helps your sellers operate at peak performance.

Here’s just some of what’s new, and how it gives your team the edge:

MaxAI: The “Easy Button” for Account Insight

Now built directly into Altify workflows, MaxAI eliminates the friction between data and action. With a one click button, sellers can instantly generate account details, opportunity insights, or strategy suggestions, all powered by Salesforce Agentforce. No prompts. No switching tools. Just smarter recommendations, right where your sellers already work.

The benefit: This new evolution of MaxAI gives sales leaders what they’ve always wanted: consistency, speed, accessibility and insight at scale directly within Altify products. Sellers get instant, data-driven guidance built on the best of Salesforce Agentforce, while leaders gain confidence knowing every plan and opportunity is backed with intelligent context. It’s AI aligned with your process and attention, not competing with it, and ultimately accelerating adoption across the entire sales organization.

ROI Dashboards: Proof That Altify Works

You’ve always known Altify drives results. Now you can prove it. The new ROI Dashboards for Account Planning and Opportunity Management deliver a clear, executive-ready view of how Altify impacts your pipeline, win rates, and deal velocity.

Compare Altify-managed deals and accounts against the rest of your business and see the measurable lift your team is achieving through structured, relationship-led selling.

The benefit: The guessing game’s over. ROI Dashboards give you hard numbers on how Altify-powered deals perform so you can stop debating and start doubling down on what’s actually driving revenue. Smarter focus. Sharper execution. Real proof that great selling pays off.

Account plans are now presentation-ready with a single download. Export plans directly to PowerPoint—complete with objectives, strategies, and even your relationship maps—so you can align your leadership team, brief executives, or showcase customer insights without the manual formatting grind.

The benefit: Elevate every conversation with ready-to-share, data-rich account plans that tell a complete story from strategy to relationships. Whether it’s a customer presentation, QBR, or internal review, you’ll spend less time formatting and more time driving alignment, clarity, and confidence across your team.

Strategic Enhancements: More Speed, Less Rework

Small details matter, especially with executing effectively and efficiently. Altify’s UI now flags unsaved details and data, so you never lose progress. You can also hide redundant division data to simplify workflows and eliminate rework, so your sellers spend more time selling and less time duplicating.

The benefit: Less clicking, more closing. With built-in safeguards and cleaner data handling, Altify 9.16 wipes out the little inefficiencies that slow sellers down. No lost work, no duplicate data – just smooth, streamlined selling from plan to close.

The Bottom Line

The Altify 9.16 Upgrade is all about giving sellers, and sales leaders what they need to work faster, prove impact, and make collaboration effortless.

If you’re already part of the Altify community, reach out to support@altify.com to upgrade and start using the latest features.

If you’re new here and ready to see what smarter selling looks like in action, request a demo and experience how Altify helps revenue teams turn every seller into an A-player.