Altify Account Manager

Grow and Retain Revenue with Account Planning Software.

Build new pipeline in your accounts by aligning your relationship strategy with buyer motivation to uncover whitespace natively in Salesforce.

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Discover, develop and win new business in your key accounts.


Sales organizations with defined account planning best practices are 41% more likely to exceed revenue targets.


Average deal size when selling to existing customers is 62% larger than when selling to new customers.

Deepen relationships, identify new opportunities, and increase revenue.

360-Degree View

Quickly visualize the most important and actionable information of your account plan in one place.

  • Review and collaborate on plan progress across the revenue team
  • Track progress, objectives, actions, customer insights, and team resources


Uncover New Pipeline

Instantly see where your solutions have been deployed and which accounts are targets for expansion and growth.

  • Map potential, current and close/won opportunities to identify whitespace
  • Quickly access account relationship and insight maps to validate who and why there could be new opportunities
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Align Strategy with Buyer Motivation

Account Insight Maps provide teams a visualization of an account’s goals, pressures, initiatives, and obstacles to foster better understanding of motivations and challenges.

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Continuous and Actionable Account Plan Reviews

Align the entire revenue team around the customer by collaborating on actionable and trackable account plans that execute on the customer’s needs and goals.

Get Salesforce-native Software for Seamless Value

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

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One of the first moves I made when joining MoxiWorks was to implement Altify to ensure our sales teams had the best possible chance to win new business and grow revenue in our target accounts.

Jim Crisera
Chief Operating Officer at MoxiWorks

Learn more about Legends

The Practice of Account Planning

To succeed in the practice of account planning, sellers must seek to put their relationships at the heart and center of everything they do. Read this eBook to learn what great looks like in account planning.

Read the eBook

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.

    Download Whitepaper

  • 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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