MaxAI Features
AI-powered account planning and deal management
Automate account planning and deal management in Altify and empower your sellers to focus on what they do best—closing deals and growing revenue the smarter way!
AI-powered solutions to automate heavy lifting for sellers
Drive Salesforce Adoption through Guided Selling
MaxAI guides sellers through every step of account planning and deal execution directly inside Salesforce, turning the system your team already pays for into the place where strategic deals actually move forward!
Guide Sellers
Guide sellers through qualification, stakeholder mapping, and deal reviews without leaving the opportunity record.
Eliminate Problem
Eliminate the swivel-chair problem that pushes sellers out of Salesforce and into spreadsheets.
Boost Adoption
Boost Salesforce adoption naturally by giving sellers value back from the platform every time they log in.
Selling just got smarter with MaxAI
59%
59% of buyers say sellers don’t understand their goals.
30%
30% of sellers’ time spent actually selling.
94%
94% of sales leaders eager for sellers to extract more value from customer data.
70%
70% of CRM investments fall short on ROI when seller adoption stalls.
MaxAI features
Powered by a growing library of Altify-engineered workflows and signals, MaxAI automates account planning and deal management to empower sellers to unlock their full productivity potential and elevate your revenue to new heights!
Identify and auto-populate key players
Auto-populate missing contacts and personas on the map so sellers can focus on high-value activities.
- Enable sellers to take a more strategic approach to their relationship strategy.
- Enhance sales performance by automatically enriching strategic contact information.
- Improve sales productivity by replacing manual search and entry.
Uncover critical buying insights
Accelerate account and deal research, empowering sellers to uncover critical insights and focus on the highest-growth opportunities.
- MaxAI handles the legwork, allowing sellers to dedicate more time to high-value activities.
- Automate external research to unlock new insights, key relationships, and critical data to accelerate deals and fuel account growth.
- Elevate deal and account intelligence, giving sellers the power to verify data accuracy and relevance.
Drive effective deal execution
Eliminate uncertainty by converting deal signals into actionable insights, giving sellers the edge to win more deals, faster!
- Arm sellers with intelligent summaries that spotlight risks and guide them through key actions.
- Deliver real-time coaching to uncover key insights, identify missing stakeholders, and prioritize deal reviews.
- Enable sellers to focus their time on where it’s needed most to progress deals.
Strategic planning for revenue growth
Automate account research to develop winning account strategies that drive success.
- Streamline external research so sellers can invest time in high-impact activities.
- Summarize company mission, future vision, and strategic focus areas helping to fuel account intelligence.
- Auto populate essential account details and improve overall sales productivity
Simplify competitive research
Streamline strategic deal planning with automated competitive research.
- Identify the most relevant competitors that could influence the opportunity.
- Automate competitive insights, allowing sellers to prioritize vital deal qualification steps.
- Enable sellers to regain valuable time to implement a more strategic approach to executing deals
Make Salesforce the place sellers want to work
Turn Salesforce into a guided selling environment that sellers actually want to use every day, fueling cleaner data, sharper forecasts, and stronger methodology adoption across the revenue team.
- Surface the next best action inside the opportunity record so sellers always know where to go next.
- Embed methodology steps, including qualification, stakeholder mapping, and mutual close planning, directly into the Salesforce workflow.
- Capture deal updates at the point of work, giving managers real-time pipeline visibility without chasing seller updates.
Coach sellers in the flow of work
Deliver real-time, in-Salesforce coaching prompts that guide sellers toward the next high-impact action, accelerating deal velocity and lifting methodology adoption across the team.
- Trigger coaching nudges based on live deal signals, missing stakeholders, and qualification gaps.
- Reinforce Altify methodology inside every account plan, opportunity record, and relationship map.
- Equip managers with shared visibility into the same coaching cues sellers receive, turning every deal review into a focused conversation.
Best practice methodology
Delivering sales coaching built on signals powered by Altify’s established sales heritage.
Elevated sales productivity
Eliminating admin work and boosting productivity with a library of Altify-engineered workflows.
Salesforce adoption by design
Driving guided selling inside the system your team already uses, turning Salesforce into the engine that powers every account plan, deal review, and forecast call.
100% Salesforce native
MaxAI lives natively inside Salesforce, accessing existing and 3rd party contact, account, and opportunity data to deliver guided selling at the point of work. Sellers stay inside the system of record, account intelligence stays current, and every workflow that depends on clean Salesforce data gets stronger results. Salesforce adoption stops being a goal and starts being the default!
Chosen by Teams That Execute and Deliver Results
We use Altify Relationship Map to expose risk – too few or too many contacts could mean you are spending time with the wrong people.
Sarah Bennett
VP, GTM Revenue Operations & Enablement, Informatica
Learn more about MaxAI
Ready to see how MaxAI can bring your sales team into the future? View the interactive demo to learn more.
Resources to drive outcomes.
Success Story
How Powerlink Increased Sales Velocity Using Altify
A new playbook for proactive selling in the utilities sector. When Powerlink realized that outdated processes and siloed data were holding them back, they made the move to Altify. Using Altify’s AI-enhanced solutions, their teams could engage buyers more strategically, align internally, and deliver customer value consistently. Altify helped Powerlink modernize and redefine its sales […]
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Know Your Customer
Successful account planning helps you connect with the right people and get them on your side.
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How to implement an account planning discipline in your organization
Enable your revenue team to follow the journey to a successful account planning implementation that takes hold.
Make Salesforce the System Your Sellers Actually Use
MaxAI turns Salesforce into a guided selling environment that fuels seller productivity, account intelligence, and revenue growth from day one. Empower your team to plan, qualify, and close strategic deals inside the platform you already trust!