Solution Evaluation

Altify vs Salesforce Account Plan

Selecting the right account planning solution to help sellers uncover new opportunities and drive revenue growth can be challenging.

It’s essential to look beyond just the features and evaluate the broader context.

Do all providers have the same depth of expertise and history in account planning? Can they offer not just cutting-edge technology, but also the strategic insights, proven methodologies, and comprehensive enablement services? Is a strategic account planning solution, or basic account plan capability the best for your needs?

Determining this will ensure your investment delivers the results you expect.

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Salesforce Account Planning Software Example

Strategic vs Basic Account Planning

Strategic Account Planning fosters a deeper, more comprehensive relationship with the customer, driving long-term value, trust, and sustainable revenue growth.

Basic Account Plans are more transactional, with a focus on small individual accounts and short-term tactical needs.

Strategic Account Planning

Multiple accounts (territory, portfolio, divisions)

Customer-centric
Long-term value
Changes sales behavior
Enhanced reporting & analysis
Trusted partner
Drives outcomes

Basic Account
Plan

Single Account
Transactional
Short-term need
Drives checklist mentality
Single account metrics
Just another vendor
Increases seller admin

We pride ourselves on always being transparent.

If you are comparing Altify Accounts strategic account planning solution to the basic account plan from Salesforce the following comparison tables provide a valuable side-by-side evaluation of key factors. These insights will assist you in determining the best solution to meet your specific requirements.

	Evaluation Evaluation
	100% Native to Salesforce 100% Native to Salesforce Altify solutions are built 100% natively on Salesforce, leveraging the full power of Salesforce’s extensive investments. This ensures a seamless user experience, real-time data access, unmatched scalability, robust infrastructure performance, and top-tier data management, compliance, and security.
	A Legacy of Account Planning Excellence A Legacy of Account Planning Excellence With over 20 years of experience, Altify stands as the only account planning solution provider with a rich history of developing and deploying best practices in partnership with enterprise sales organizations. Altify uniquely bridges the gap between software vendor and training provider, offering not just technology, but also the strategy and methodology—delivered by the team that pioneered the Account Planning category.
	Comprehensive Revenue Enablement Services Comprehensive Revenue Enablement Services Altify offers a full suite of revenue enablement services to ensure you get the most from your investment. Our programs include both virtual and in-person workshops, specialized training, change management for optimized performance and leadership buy-in, analytics, development support, and best practice sales coaching—all delivered by our experienced consultants and managed services professionals.
	Scalable Account Planning from Mid-Market to Enterprise Scalable Account Planning from Mid-Market to Enterprise Altify Accounts delivers a comprehensive solution, empowering teams to manage everything from single account plans to complex planning for territories, portfolios, and global accounts, including large strategic accounts with multiple divisions. In contrast, Salesforce’s Account Planning solution focuses solely on planning for individual accounts.
	Built-in Sales Methodology Built-in Sales Methodology Altify features the Target Account Selling (TAS) methodology, our exclusive intellectual property, as a core component, delivering real-time coaching for sellers. Alternatively, the solution can be tailored during implementation to incorporate your preferred sales methodology, with multiple pre-built templates available for customization.
	Unified Sales Solution Suite Unified Sales Solution Suite Altify streamlines the sales process and equips sales teams to reach peak performance with a fully integrated suite of solutions. These tools help sellers discover new opportunities and grow revenue through strategic account planning, accelerate sales cycles with repeatable processes, and increase deal sizes and win rates through effective deal management and execution. Altify covers every aspect of the sales journey.
	Collaborative Account Planning Reviews Collaborative Account Planning Reviews Altify’s solution enables the extended revenue team to facilitate focused account reviews that align around a shared, actionable plan. Altify’s account review feature empowers the team to pinpoint gaps, vulnerabilities, and actionable recommendations through insights and collaboration from the broader revenue team.
	AI-Powered Account Planning AI-Powered Account Planning Through our partnership with Salesforce, Altify leverages the power of Agentforce AI to deliver AI-enhanced account planning. This includes automating routine tasks, providing AI-driven insights for smarter decision-making, and boosting sales performance. By automating account planning research, Altify frees up sellers to focus on what matters most - closing more deals and growing revenue.
	A Proven Solution with a Clear Roadmap for Success A Proven Solution with a Clear Roadmap for Success For over 20 years, Altify has been the trusted partner behind successful account planning for top sales organizations worldwide. Our vision for future innovation is clear and ambitious. In contrast, Salesforce’s Account Plan remains just a demo of screenshots, offering no proven benefits for customers and lacking a solid development roadmap.

Why choose Altify?

Altify simplifies selling and empowers sales professionals to achieve maximum sales performance.

By uniting cutting-edge technology, proven strategy, and refined methodology, we’ve built a partnership that delivers seamless sales best practices. Our services are tailored to ensure your organization achieves maximum success today and continues to thrive in the future.
Our solutions are built to drive your sales transformation while scaling to match your ambitions. No matter how your goals expand, we’re there to power your success every step of the way.
Founded on the methodology developed by the leaders who shaped the category, we bring the knowledge and experience of the original account planning innovators to deliver exceptional results.

Summary

With 20 years of dedication to account planning, we’ve built a legacy of excellence.
Our mission is simple: to offer the most comprehensive and powerful account planning solution in the market.
When sales leaders from global companies like Informatica, Honeywell, and Cloudera think account planning, they turn to Altify.
Our goal is to be #1 for the next 20 years!

Altify helped us to not focus solely on deals; instead, focus on a bigger agenda to help our customers. It’s a massive change from just selling single solutions to being a true partner.

Altify helped us to not focus solely on deals; instead, focus on a bigger agenda to help our customers. It’s a massive change from just selling single solutions to being a true partner.

Jason Cooper
Head of Sales Excellence, Johnson Controls