AI Powered by Altify
AI-Powered Sales Coaching for Enterprise Revenue Teams
Sellers get methodology-specific guidance inside Claude, Copilot, ChatGPT, and Agentforce without switching surfaces. MaxAI connects via the Salesforce MCP server, reading your live Altify data and returning answers shaped by 30+ years of embedded sales methodology at the moment each deal needs it.
Your Always-On
Revenue Coach.
2X
2X more likely to achieve commercial growth when sellers receive AI-enabled next-best actions. (Gartner)
72%
4.8 hrs saved per seller per week by AI, but 72% of orgs fail to reinvest that time strategically. (Gartner)
3.7X
3.7X more likely to meet quota: sellers who effectively partner with AI versus those who don’t. (Gartner)
Chosen by Teams That Execute and Deliver Results
Not Just Data. Direction.
Generic sales AI tells you what it knows: contact records, activity signals, pipeline stages. MaxAI tells you what to do about it, grounded in the sales methodology that actually works for your team.
Your Methodology,
Delivered to Any AI
MaxAI is Altify’s always-on revenue coach for complex B2B revenue teams, carrying decades of embedded sales methodology into whatever AI surface your team already uses. Other tools surface signals or identify contacts. MaxAI adds what those signals mean for your specific deal and account. As the Revenue Execution system, Altify delivers that intelligence to where sellers already work.
No new logins. No new interfaces. The methodology comes to the seller, inside Claude, Copilot, ChatGPT, or Agentforce, at the moment it’s needed.
Works inside your preferred AI surface:
Everything You Need to Win in Complex Selling
MaxAI delivers coaching across deal execution and account planning for B2B revenue teams running complex sales cycles, inside your chosen AI surface.
Deal Execution
MaxAI coaches every deal inside whatever AI surface you use. Ask anything, risks, next best actions, missing stakeholders, competitive threats, and get specific, methodology-backed coaching drawn from your live opportunity data.
Relationship and Insight Mapping
MaxAI auto-populates missing contacts and personas aligned to your ideal customer profile, then surfaces the political landscape of the specific account or deal: who holds power, who influences decisions, who may be a threat.
Account Planning
MaxAI generates account details and insight maps with a single click, assesses account health across your entire portfolio, identifies plan gaps and vulnerabilities, and prepares you for Test and Improve sessions.
Vulnerability and Risk Analysis
MaxAI identifies structural deal risks: single-threaded relationships, unvalidated value propositions, competitive exposure, and methodology adherence gaps, before they become reasons you lose. Methodology-based, not activity-scored.
Guided Selling, Built In
All MaxAI outputs honor your organization’s chosen methodology: TAS, MEDDIC, MEDDPICC, Sandler, Miller Heiman, or your own. Configure custom terminology and coaching language once, and every AI response reflects how your team is built to sell.
Sales Process Visibility
MaxAI integrates with your sales process: assigned stage, qualifiers and verifiable outcomes, importance weightings, and closure probability. Every AI recommendation reflects your actual structured process, not generic best practices.
Grounded Coaching Across Every Selling Motion
MaxAI operates at the three levels that drive complex revenue execution: the individual deal, the strategic account, and the territory. As an AI sales execution platform, Altify covers all three with a single methodology layer. No other sales execution software connects deal coaching, account planning, and territory intelligence in one place.
Coach Sellers in the Flow of Work
MaxAI delivers real-time, PRIME-aligned coaching inside whatever AI surface you use. It reads your live opportunity data, assessment answers, relationship maps, PRIME actions, and decision criteria, then responds with specific, actionable coaching.
- Vulnerability analysis flags single-threaded relationships, competitive exposure, and methodology gaps before deal reviews
- Next-best-action coaching aligned to PRIME, right where each deal needs attention
- Pre-meeting call plans from live data: objectives, high-yield questions, and contact context
- One-click opportunity- and account-level insights
Strategic Account Access, On Demand
Altify MCP gives any connected AI assistant structured access to your deal and account context, relationship maps, insight maps, opportunity data, and sales process state, pulled directly from Altify. No manual lookup, no switching screens, and every answer stays grounded in the same data your team already trusts.
- Reads relationship maps, insight maps, and opportunity data directly from Altify
- Surfaces competitive positioning and account risk as part of that context
- Available to any connected AI assistant, not just inside the Salesforce record
One-Click Intelligence Inside Altify
Inside Altify, sellers trigger MaxAI with one button click—generating account details, populating insight maps, and surfacing competitive intelligence without leaving the Salesforce record. No prompt required. All data is clearly marked as AI-generated and fully editable.
- Generate with MaxAI button on account details, insight maps, and opportunity records
- Automated competitive research: identify competitors and their strengths and weaknesses against your assessment
Ask MaxAI Anything About Your Deals and Accounts
An AI assistant is only as useful as the context behind it. MaxAI reads your live Salesforce and Altify data and responds with specific, methodology-backed coaching, in whatever AI surface you’re using.
- “What are the top 3 risks with this opportunity?”
- “What should I do next to move this opportunity forward?”
- “Who am I missing in this deal? Suggest missing stakeholders by role and why each matters.”
- “Help me prepare for my meeting with this customer. What should my agenda be for the upcoming call?”
- “Provide an executive summary of this opportunity so I can brief leadership on status and likelihood to close.”
- “How do I insulate against competition on this opportunity? Give me 3 plays, likely competitor angles, and counters.”
- “Which of my accounts need the most attention right now?”
- “Assess my account plan for Acme Corp. Where are the risks and gaps?”
- “What solution recommendations do you have based on this account’s insight map?”
- “Brief me on the key contacts for Acme Corp before my meeting this afternoon.”
- “Help me prepare for the Test and Improve session for Acme Corp next week.”
- “Which opportunities in my pipeline are at risk?”
- “I’m reviewing this opportunity with the rep. What issues should I focus on?”
- “How should I coach the seller on this opportunity?”
- “Help me prepare for an executive opportunity review. Summarize this opportunity for leadership.”
AI Your CIO Will Approve.
Enterprise AI procurement requires visibility, control, and compliance before sign-off. MaxAI is built for sales and revenue teams that need governance alongside intelligence: infrastructure built in from the ground up, not added as an afterthought.
Token Management
Per-user, per-account, and per-feature AI budgets with hard caps. CIO-visible dashboards provide complete visibility into AI consumption across the organization. Cost overruns prevented by design. Budget allocation is configurable at every level: user, account, feature, and team.
Skills Governance
Customer administrators can view, audit, and control which skills are deployed, how they are configured, and what instructions they carry. Customer-specific skill variants are locked so other organizations cannot modify them. Usage analytics and adoption scoring included.
Methodology Compliance
Every coaching output and next-best-action is generated by your organization’s methodology, not unconstrained AI reasoning. Sales leaders retain control over the coaching sellers receive. The selling process your organization has invested in stays intact.
I have to somehow take unstructured data that I’ve collected in my engagements with a client… and now you’re going to ask me to put all that information into a structured data element inside a CRM… that’s been a hurdle. MaxAI allows us to take that disparate unstructured information and allows us to get it into these systems of record that then turn it into structured data that becomes easier to use.
Eric Kujala
VP Product Marketing, ICE Mortgage Technology
Frequently Asked Questions
Generic AI sales assistants surface what CRM data shows: activity signals, contact records, pipeline stages. MaxAI adds what your selling methodology says to do about it, drawing from account plan data, relationship maps, and opportunity assessments that no external data source holds. The coaching reflects your specific deal and your team’s defined selling process.
Through the Model Context Protocol (MCP). Altify MCP connects AI surfaces to your live Altify and Salesforce deal and account data. It exposes account plans, opportunity records, and Relationship Maps inside MCP-compatible AI. Sellers work in the AI they already use; MaxAI delivers methodology-specific coaching without switching interfaces or re-entering data.
TAS, MEDDIC, MEDDPICC, Sandler, Miller Heiman, and custom variants. Configure your terminology, frameworks, and coaching language once; every AI response reflects your chosen methodology from the next interaction forward.
Administrators set per-user, per-account, and per-feature AI budgets with hard caps and control which skills are deployed and how they are configured. Every output runs through Altify’s sanctioned methodology skills, not unconstrained AI reasoning. CIO-visible dashboards provide full consumption visibility across the organization.
Guided selling is a methodology-based approach where sellers follow proven frameworks (TAS, MEDDIC, MEDDPICC, or others) to qualify deals, map stakeholders, and identify risks at each stage. MaxAI applies guided selling methodology inside any AI surface your team uses, so every coaching output reflects your organization’s defined selling process rather than generic AI reasoning. Teams evaluating guided selling tools and solutions will find MaxAI is the only option that connects deal, account, and territory intelligence in one methodology layer.
MaxAI is a purpose-built AI-powered sales assistant for enterprise revenue teams, not a general-purpose AI tool. Where the best AI tools for sales prospecting surface contact data and activity signals, MaxAI adds the guided selling methodology context that tells sellers what to do with those signals. As the best account planning software for Salesforce-native teams, it covers deal coaching, account planning, and territory strategy in one place — making it one of the best AI tools for sales teams running complex, multi-stakeholder cycles. For teams evaluating the best AI agent developer for CRM workflows, MaxAI’s Salesforce-native architecture and MCP integration provide a ready-built foundation.
Your Tools Give AI the Data. Altify Gives AI the Methodology.
See how MaxAI delivers methodology intelligence inside the AI solutions your team already uses, in a live demo tailored to your sales motion and chosen methodology.