Test and Improve Features
Sales Coaching Software: Test and Improve
Facilitate action-oriented account and deal reviews that align your team to collaborate around a clear go-forward plan. Altify’s sales coaching software, Test and Improve, helps identify gaps, vulnerabilities, and recommendations with insight and collaboration from the wider revenue team directly in Salesforce.
Overcome Your Account and Deal Coaching Challenges
The era of the lone wolf seller is over. The best way to win a deal or grow revenue in a key account is with a team. Without a structured approach to coaching and account or deal reviews, teams often struggle with inconsistent performance, missed insights, and uncoordinated actions.
Inconsistent Coaching
Managers struggle to provide timely, actionable guidance across all deals and accounts.
Unidentified Skill Gaps
Sales reps may miss key insights and opportunities without structured account coaching software.
Missed Actionable Outcomes
Recommendations and follow-up actions are unclear or not tracked, reducing accountability.
Uncoordinated Team Efforts
Teams may duplicate efforts and overlook critical customer priorities.
Limited Performance Visibility
Leaders lack clear data to measure rep effectiveness, coaching impact, and deal progression
The Process: Coach and Collaborate
Altify’s sales coaching software provides a clear, repeatable process to transform account and deal reviews into actionable coaching sessions that drive performance and revenue. Altify’s process equips managers to develop their teams while maximizing deal and account success.
Dedicate time to ask targeted questions about key accounts or deals. Discuss gaps in relationships, insights, or processes, and identify vulnerabilities in strategy and team actions.
Work together to brainstorm solutions that address identified gaps and obstacles.
Turn recommendations into concrete next step actions. Assign responsibilities, define timelines, and track follow-through to make sure coaching sessions drive results.
Identify where one seller may have gaps and leverage other team members’ relationships, insights, or expertise to strengthen the overall approach.
Conduct coaching and review sessions directly in Salesforce, keeping guidance and insights connected to the deals and accounts your team is actively working on.
See Test and Improve in Action With a Self-Guided, Interactive Demo
Altify Sales Coaching Software Delivers Measurable Team Impact
Altify’s deal coaching software empowers managers to develop their teams, improve consistency, and drive revenue through structured, actionable coaching.
Develop High-Performing Teams
Identify pipeline coaching opportunities and provide consistent guidance that helps reps grow skills and confidence.
Align Team Actions
Make sure all sellers are executing the most effective strategies for deals and accounts.
Enhance Collaboration
Facilitate knowledge sharing across the team, helping reps learn from one another’s experience.
Drive Accountability
Track recommendations and progress to make coaching tangible and results-focused.
Boost Performance Predictability
Turn sales enablement coaching sessions into repeatable success, improving forecast accuracy and deal outcomes.
Deal and Account Review Features
Ready to run deal and account reviews that drive actionable results with Test and Improve? Unite your team behind a systematic approach to maximizing each person’s knowledge and experience, and the most effective actions to improve success.
Surface Questions, Gaps, and Vulnerabilities
- Dedicate time to asking questions about key accounts or deals
- Discuss gaps within your relationships, insights, or process
- Identify vulnerabilities in your strategy and team actions to improve
Deliver Action-Oriented Outcomes
- Collaborate on recommendations to overcome roadblocks
- Create actions and track tasks to deliver success
- Clarify accountability and timelines
Effective Team Collaboration
Execute regular deal and account reviews that are structured, efficient, and refined to maximize your team’s input.
Team Selling
Identify potential gaps for one seller and leverage other team members’ relationships, insights, or ideas to address them.
Salesforce Native Relationship Mapping Tool
Execute effective deal and account reviews right where your sellers work every day – Salesforce.
Why You Should Use Altify Test and Improve
Structured Sales Coaching
A repeatable, team-wide approach to coaching.
Action-Oriented Reviews
Act on insights immediately.
Team Collaboration Built-In
Leverage collective knowledge across the revenue organization.
Salesforce Native
Operate directly within the tools your team uses every day.
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
Chosen by Teams That Execute and Deliver Results
With vs. Without Altify Sales Coaching Software
Without Sales Coaching Software
- Coaching sessions are inconsistent or ad hoc, leaving skill gaps unaddressed.
- Team performance varies due to a lack of structured guidance and accountability.
- Opportunities for knowledge sharing and collaboration are missed.
- Actionable outcomes from account or deal reviews are unclear or not tracked.
- Managers have limited visibility into the impact of coaching or team performance trends.
With Altify Insights
- Structured coaching sessions ensure consistent guidance and skill development.
- Team actions are aligned and focused on the most impactful opportunities.
- Collaboration is embedded, allowing reps to learn from each other and managers to guide effectively.
- Recommendations and follow-ups are tracked, creating measurable accountability.
- Managers gain clear insights into coaching effectiveness, enabling continuous improvement.
Deal and Account Review Software Free Demo
Ready to level up your deal reviews, sales coaching, and pipeline management? Contact our team for a personalized demo today.
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 Coach Your Team to Plan?
Empower your managers to provide consistent, actionable guidance that improves skills, drives accountability, and boosts sales performance. With Altify Test and Improve sales coaching software, coaching becomes structured, measurable, and results-focused. Start performing at your best.
Deal and Account Review Software – FAQ
Deal reviews are fundamental to account planning and bolster sales effectiveness. A successful deal review requires a few fundamental components:
- Identifying outstanding questions
- Exploring the gaps or shortcomings of an deal
- Group insights from integrated teams
- A clear understanding of who matters within a customer’s organization
- Brainstorming recommendations to overcome obstacles
- Creating and assigning follow-up actions
- Supportive opportunity management technology
Account reviews are periodic, team-wide sessions that assess the health and goals of an account plan. A successful account review requires:
- Identifying outstanding questions
- Exploring the gaps or shortcomings of an account plan
- A clear understanding of who matters within a customer’s organization
- Brainstorming recommendations to overcome obstacle
- Creating and assigning follow-up actions
- Supportive account planning technology
Sellers benefit from using tools and software solutions that seamlessly integrate into their daily workflows. By working directly within Salesforce, Salesforce’s native sales coaching solutions ease adoption for sellers while providing access to the data they need to optimize the sales motion.
Insights and Resources
eBook
5 Strategies for a Successful Deal Review Process
Learn how a well-structured deal review process brings clarity to sales challenges.
Account Planning
10 Critical Mistakes That Could Damage Your Account Planning Efforts
Want to make your account planning a success? Avoid these 10 critical mistakes and keep your sales pipeline healthy with Altify.
Article
3 Golden Rules for Effective Sales Coaching
We know that a good sales team can be a great sales team with effective sales coaching. In fact, according to the Sales Executive Council..