Altify Accounts
AI-Guided Account Planning, 100% Salesforce Native
By Altify, LLCSales
- Rating
- 4.8
- Reviews
- 44
- Pricing
- Paid
- Listed since
- 2012
About Altify Accounts
Focus on the Right Accounts. Build Trust. Drive Predictable Revenue.
Most revenue teams have strong people and a strategy they believe in. What breaks down is execution. Altify Accounts is the planning layer of Altify's revenue execution system, turning account data into structured, living plans that map the full stakeholder landscape, surface whitespace, and align every action to what your customer is trying to achieve.
Powered by Altify MaxAI, Altify Accounts keeps relationship maps, plan health, and next best actions current automatically, then structures every account review into a collaborative plan the whole revenue team can act on.
Built 100% natively on Salesforce and Agentforce, Altify Accounts turns strategic planning from a quarterly event into a discipline that builds pipeline and drives predictable, expandable revenue. Get it now from Altify.
Related: account planning, account management, account planning solution, account planning tool, account manager, organization chart, playbook, relationship map, revenue optimization, dealmaker, strategic account planning, strategic account, sales playbook, tas methodology, MEDDIC, MEDDPICC, target account selling, TAS group, whitespace analysis, account portfolio management
Highlights
- Map every decision-maker, champion, and detractor in the account, with relationship lines showing supporters and gaps, so no coverage gap goes unseen.
- Visualize your full opportunity landscape, current, potential, and closed-won, across every business unit, solution, and territory to surface the pipeline you didn't know existed.
- Align every conversation to your customer's strategic goals and pressures with insight maps that make you a trusted advisor, not just another vendor.
- Grade account plan health against your own methodology and flag critical gaps, like missing whitespace analysis, before they cost the deal.
- Structure every account review into a collaborative action plan, with owners and due dates, so sessions end in commitments, not good intentions.
- Get AI-powered relationship gaps, risk alerts, next best actions, and coaching from Altify MaxAI.
- Scale from single-account plans to full portfolio views, one platform with the right depth for every motion, from basic planning to 25+ account portfolios.
Screenshots
Image 1 of 15
Pricing
Paid.
Altify Accounts is a fully configurable, comprehensive solution, 100% Salesforce and Agentforce native, available for an annual subscription fee.
Compatibility
- Works with
- Sales Cloud
- Experience Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 17, 2022
- Languages
- English
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