Altify Opportunities
Opportunity Management Software to Simplify Selling
Enhance relationships, gain insights, and improve qualification for predictable revenue at scale with opportunity management software native in Salesforce.
Simplify Deal Execution With Altify Opportunities
The Cost of Missing Opportunities
When opportunities aren’t consistently qualified, tracked, and strategized, even the strongest sales teams struggle to win deals in a competitive environment.
Unclear Qualification
Teams waste time on deals that lack budget, authority, or a clear business case.
Hidden Risks
Critical gaps or vulnerabilities aren’t surfaced until the deal stalls or disappears.
Inconsistent Deal Strategy
Collaboration is difficult when key insights, actions, and next steps live across slides, spreadsheets, and individual notes.
Fragmented Execution
Sellers struggle to coordinate across teams, leading to missed follow-ups and slow progress.
Unpredictable Forecasting
Without opportunity management software, forecasts rely on intuition rather than evidence.
From Plans to Wins
Standardize qualification to avoid wasting time on unwinnable deals.
Spot gaps and blockers before they slow or stop the sales cycle.
Collaborate across sales and leadership to define a clear plan for winning the deal.
An opportunity management tool gives managers visibility to coach effectively and ensure consistent follow-through.
Opportunity Management Software Built for Sellers
Altify turns messy, inconsistent deal execution into a structured, repeatable process that sellers can rely on.
Focus on the Opportunities That Matter Most
Qualify fast. Prioritize high-value deals. Stop chasing low-probability opportunities.
Know Exactly What’s Needed To Win
Use sales opportunity management software to see gaps, risks, and vulnerabilities. Get clear guidance on how to overcome them.
A Game Plan for Every Deal
Structured win plans keep sellers on track and aligned with the buyer’s decision process.
Teamwide Visibility and Coaching
Make the deal qualification process faster, smarter, and more actionable by sharing insights and making deal health transparent.
No Extra Tools Required
Work entirely inside Salesforce with a solution built for revenue teams that need clarity, consistency, and velocity.
Opportunity Management Software Features
Qualify Deals With the Highest Potential for Success
Follow proven best practices to make sure sellers focus on deals with the highest probability of success.
- Harness methodology to de-risk opportunities and increase win rates.
- Maximize sellers’ time, resources, and focus to boost deal sizes.
Facilitate Action-Oriented Deal Reviews
Identify gaps, vulnerabilities, and recommendations with insight and collaboration from the wider revenue team.
- Surface the questions and recommendations that reveal the path to overcoming blockers.
- Assign follow-up actions and leverage the revenue team to win the deal.
Selling Simplified
Strategy, methodology, and technology help build trust and grow revenue, natively in Salesforce.
Potential Simplified
Increased focus helps elevate deal execution to maximize sales from revenue potential.
Success Simplified
Use opportunity planner services to instill best practices and behavioral change for success.
Why Altify Opportunities Stands Apart
Selling Simplified
Enabling sellers to focus on what they do best, forging connections, delivering clarity, and fostering collaboration with customers.
Software & Strategy
The only vendor at the effective intersection of software and strategy to deliver the methodology, technology, and behavioral change to ensure success.
Easy Adoption & Growth Path
Our CRM opportunity management tool fits seamlessly to power your sales transformation.
100% Salesforce Native Solution
Delivering all the benefits of Salesforce security, data integrity, and compliance.
A deal review session in Altify allows us to unpack what we’re hearing, challenge our assumptions, and make an actionable plan to pursue a deal.
If it’s a real project that has fire and pain behind it, your customer will give you the answers, share information, and introduce you to new people.
Tim Foster
Former Director, Growth Success, Capita
Trusted by leading enterprise sales teams
With vs. Without Opportunity Management Software
Without Opportunity Management Software
- Qualification is inconsistent and subjective.
- Risks and blockers are discovered too late.
- Deal strategy varies widely by seller.
- Information is scattered across slides, notes, and spreadsheets.
- Deal reviews lack clarity, and coaching is reactive.
- Forecasts are unreliable and tough to defend.
With Opportunity Management Software
- Qualification is guided, consistent, and evidence-based.
- Risks and gaps are identified early, reducing surprises.
- Every deal has a clear, repeatable plan aligned to buyer needs.
- All insights, actions, and next steps are centralized in Salesforce.
- Deal reviews become focused, productive, and coachable.
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 Take Control of Opportunities?
Stop guessing and start executing with confidence. Altify Opportunity Manager gives your team a clear view of deal health, risks, and next steps.
Altify Opportunity Manager FAQs
In sales and customer success, staying ahead of the competition requires adopting innovative tools and methodologies. Altify Opportunities and ChatGPT are two powerful technologies that revolutionize sales processes and improve customer engagement.
Altify Opportunities 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.
Altify Opportunities is a 100% Salesforce native application. With the announcement of Sales GPT and Agentforce by Salesforce, and as a Crest Partner, we will have early access to generative AI features and capabilities from Salesforce.
With Agentforce, Salesforce Sales GPT, and Einstein GPT, customers will be able to harness the combined power of generative AI, Salesforce, and Altify and embark on an entirely new journey to deliver value across their revenue team and to their customers.
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
Not Just Another Vendor – Free Copy
How do great sales organizations differentiate themselves? At Altify, we reached out to top sales leaders to bring you their first-hand accounts on how they found success in their account planning practice and became more than just another vendor.
Resources to Drive Outcomes
eBook
People and Problems: The Core of Strategic Account Planning
There is no sale more valuable than one made to an existing customer.
eBook
The Practice of Account Planning
To succeed in the practice of account planning, sellers must seek to put their relationships at the heart and center of everything they do.
eBook
Understand Key Decision Makers and Buying Groups to Drive Revenue
“We always have to remember that people buy from people. That fact is absolutely essential.” – Sarah Bennett, Vice President, Global Finance and Revenue Operations, Informatica