Altify Sales Process
Sales Process Management Software to Accelerate Sales
Altify’s sales process management software aligns sales processes with customers’ buying cycles, delivers greater pipeline visibility, and enables your sales team to win.
When Sales Cycles Don’t Follow a Process, Performance Suffers
Inconsistent Execution Across Teams
Without a shared methodology execution provided by sales process management software, every seller works differently, creating uneven deal quality, stalled opportunities, and unpredictable pipeline momentum.
Forecasting That Feels More Like Guesswork
Less than half of sales leaders feel confident in their forecasts. Without objective deal data and aligned milestones, projections become subjective and unreliable.
Sales Cycles That Drift Away From the Buyer’s Journey
When sellers rely on internal steps instead of the customer’s buying cycle, deals slow down, needs go unmet, and true qualification becomes difficult to assess.
Limited Visibility Into Risks and Bottlenecks
Leaders struggle to see where deals are stuck, which opportunities are at risk, or what actions are needed to move forward, making coaching reactive instead of strategic.
How Our Sales Process Management Software Creates Predictable Revenue
Modern selling can be complex, but the path to winning doesn’t have to be. Altify’s sales process management software transforms selling into a structured, repeatable motion aligned to how buying decisions are actually made.
Replace internally focused checklists with a unified process rooted in customer decision stages. Aligning to buying behavior accelerates qualification, improves engagement, and ensures sellers advance opportunities at the right time.
Give teams a repeatable, high-performing sales motion—complete with defined stages, milestones, and clear expectations. This ensures consistent deal quality and minimizes variance between top performers and new hires.
Managers get a single view of deal progress, risks, and gaps. Coaching becomes more actionable, and teams can spot slowdowns before they impact forecasts.
With deal milestones tied directly to buyer actions, leaders can quickly identify what’s missing and guide sellers toward the next best step to move the opportunity forward.
Results That Transform Sales Performance
45%
Less than half of sales leaders have high confidence in their forecasting accuracy.
3X
Companies with a defined sales process are 3 times more likely to increase revenue & outperform peers.
1 in 10
Companies without a defined sales process have a 10% chance of being high performing.
Altify Sales Process Demo
Ready to give our sales process management software a test drive? Try the free self-guided demo and learn how leading organizations around the world increase their sales velocity and forecast accuracy with Altify Sales Process.
Faster, More Predictable Sales Cycles With a Pipeline Process Management Software
Guide Sellers
Build an effective, repeatable sales process for your customers’ buying cycles.
- Highlight predicted vs. seller close dates.
- Deliver real-time coaching and guidance.
- Access the right sales assets at the right time.
- Shorten new rep time-to-revenue.
Pipeline Visibility
Give sales managers a comprehensive view of their team’s sales pipeline.
- Track deal progress, identify risks, and bottlenecks.
- View the pipeline by sales motion.
- Take action and coach to help close deals.
- Collaborate across the revenue team.
Features That Power Predictable Selling
Align to the Customer Buying Process
Ensure every sales motion mirrors how customers actually make decisions, creating smoother cycles, stronger qualification, and faster momentum.
Improve Forecast Accuracy
Use objective opportunity data to pinpoint deal risk, validate timelines, and build forecasts grounded in real buyer activity.
Align Your Extended Revenue Team
Unify sales, marketing, and customer success around a single customer view, strengthening collaboration, exposing gaps, and unlocking more revenue across the lifecycle.
Why Altify Sales Process Stands Apart
Supports Simple and Complex Selling Processes
Whether your team operates with one sales motion or dozens, our sales process management software adapts without adding complexity. It is the only solution flexible enough to support multiple selling motions while executing consistently across regions, product lines, and teams.
Fastest Time to Value
Get started quickly with preconfigured, best-practice selling processes—or partner with Altify experts to assess your current state and optimize for scale. From deployment to adoption, the path to measurable impact is faster, easier, and grounded in proven methodology.
A Future-Proof Growth Platform
Altify’s solutions are designed to grow with your business. Each product connects seamlessly, giving you a scalable foundation for sales transformation that can evolve as markets shift, teams expand, and strategy becomes more sophisticated.
100% Salesforce-Native Solution
Built entirely within Salesforce, Altify delivers secure, reliable performance with enterprise-grade data integrity and compliance. Your team works in the environment they already trust—no integrations, no data duplication, no disruption.
The 5th largest deal in company history closed exactly on the day it was predicted eight months earlier. Sales Process Manager helped us see first-hand the accuracy of calculated close dates and value of having the knowledge built in to our sales process.
JP Knapp
Country Manager UK, Vocera Communications
Trusted by leading enterprise sales teams
People and Problems: The Core of Strategic Account Planning
There is no sale more valuable than one made to an existing customer.
About Altify
Altify is the Account Planning AI Cloud—the first and only provider combining software, strategy, and methodology to help enterprise revenue teams grow smarter.
Founded on the belief that great selling means creating customer value, Altify equips organizations with the tools and expertise to align teams, strengthen client relationships, and drive sustainable growth.
See How Altify Sales Process Redefines Selling
Frequently Asked Questions
Altify Sales Process Manager and ChatGPT complement each other by combining structured sales methodology with fast, AI-generated insights. ChatGPT helps sellers quickly research personas, industries, and competitors and summarize calls. Our sales process automation tool applies those insights within a consistent, buyer-aligned sales process.
Because Altify is a 100% Salesforce-native solution, it will also benefit directly from Salesforce’s generative AI innovations. As a Crest Partner, Altify gains early access to Sales GPT (powered by Einstein GPT), enabling teams to use ChatGPT-style intelligence inside their Salesforce workflows.
- 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.
Together, Altify and generative AI help revenue teams work smarter, qualify better, and engage customers with more precision and context.
- Einstein, Tableau & BI Tools: Altify supports both managed and unmanaged Salesforce packages and includes standard dashboards, custom reporting options, and documentation that work seamlessly with Einstein, Tableau, and other analytics platforms.
- Slack: Teams can share insights, updates, and feedback directly between Slack and Altify, ensuring conversations are captured and stored for future reference inside the sales process.
- Google Docs: Google Docs can automatically pull in relevant opportunity and account plan details from Altify, allowing teams to collaborate in real time or asynchronously while keeping documents synced with the latest data.
Yes. Altify Sales Process is built for organizations with distributed teams, regional variations, and multiple selling motions. You can configure regional processes, languages, and approval steps while maintaining a unified global framework.
New reps benefit from having a guided, consistent sales path from day one. Instead of learning the process through tribal knowledge, they follow clear stages, recommended actions, and buyer-aligned milestones inside Salesforce. This accelerates time-to-productivity, improves early win rates, and ensures new hires adopt best practices immediately rather than build bad habits.
Resources To Drive Outcomes
Account Planning
Sales Process vs. Sales Methodology: What’s the Difference?
Explore the crucial differences between sales process and methodology and why understanding each is key to sales success.
Article
You can’t afford to ignore sales references
Discover the power of sales references in B2B transactions. Learn how customer insights can significantly influence purchasing decisions.