Altify Accounts

Account Planning Software to Simplify Growing Revenue.

Focus on accounts with the highest probability of growth by deepening relationships and building trust natively in Salesforce.

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Account Planning Software Example

See how Altify Accounts works in a self-paced, interactive demo.

Selling simplified. Potential Simplified. Success Simplified.


69% of sales professionals agree their job is harder now than in 2022.


52% of organizations not using account-based strategies experienced lower average win rates.


Having no account-based sales strategy decreases lifetime value by 20%.

Deepen relationships, identify new opportunities, and increase revenue.

Altify Accounts: Quick & Simple Account Transparency Image

Quick & Simple Account Transparency

Visualize account plan progress, highlighting next steps for potential, current, and won opportunities.  

  • Review, connect and collaborate on your account plan across the revenue team 
  • Gain clarity with objectives, actions and customer insights 


Altify Accounts: Identify New Cross-Sell & Up-Sell Opportunities Image

Identify New Cross-Sell & Up-Sell Opportunities

See where your solutions have been deployed and uncover whitespace where you can deliver additional value.

  • Map current, potential and closed won opportunities to identify whitespace 
  • Quickly assess account relationship and insight maps to validate the who and why behind opportunities
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Enhance and Develop Your Relationship Footprint

Identify gaps in your account relationships with people who have influence, and create actions to develop connections further.

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Deeper Collaboration for Account Plan Reviews

Identify gaps, vulnerabilities, and recommendations with insight and support from the broader revenue team.

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Get Salesforce-native Software for Seamless Value

Guide your sellers with contextual actions, insights, and best practices right within Salesforce.

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It’s scary to look at longer-term horizons when you’ve got quotas to hit in the short-term, but it’s worth it.

Thinking long-term didn’t mean we were just waiting for a contract to land in two years. It was about creating the kinds of near-term proof points in Altify Accounts that kept people motivated and confident that they were doing the right things for future success.

Sarah Walker
Former Director, Corporate & Public Sector, BT Group

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 first-hand accounts of how they found success in their account planning practice and became more than just another vendor.

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Altify Account Manager FAQs

  • Altify Account Manager is a 100% native Salesforce application. We provide all the benefits of the considerable investments made by Salesforce in infrastructure, data management, controls, security, dependability and certifications.

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  • In the ever-evolving landscape of sales and customer success, staying ahead of the competition requires the adoption of innovative tools and methodologies.

    Enter Altify Account Manager and ChatGPT, two powerful technologies that, when combined, offer a synergistic approach to revolutionizing sales processes and enhancing customer engagement.

    Altify Account Manager 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.

    As Altify Account Manager is a 100% Salesforce native application, this means that with the announcement of Sales GPT by Salesforce, and as a Crest Partner, we will have early access to generative AI features and capabilities from Salesforce.

    With Salesforce Sales GPT, powered by Einstein GPT, customers will be able to harness the combined power of generative AI, Salesforce and Altify and embark on an entirely new journey of delivering value across your revenue team and to your 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.


    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

Ready to get things done?

Contact us to learn how Altify Account Manager can help you grow and retain revenue.

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