Altify Insights

Unleash the Power of Altify Insights.

Altify Insights, our new solution elevates team collaboration, builds customer intimacy, and drives revenue by enabling you to understand WHO the key buyer decision makers are, and HOW you solve their challenges natively in Salesforce.

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Altify Insights

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Drive revenue by identifying who key decision makers are and understanding what matters most to them.


The typical buying group for a complex B2B purchase involves six to ten decision makers.


Most sellers report that they reach key stakeholders almost always – just 14% of buyers agree.


Sales experiences frustrate buyers – 62of first sales meeting don’t progress due to lack of perceived value.

Altify Insights demystifies complex buying groups and enables insights into your buyers’ business drivers.

Simple & Intuitive

Quickly visualize key decision-makers and build effective relationship strategies.

  • Document buying role and support status
  • Identify influences and conflicts

Relationship Map Features

Buyer focused

Prompt your sellers to ask the right questions with powerful out-of-the-box templates.

  • Refocus sellers on buyer needs
  • Align and verify customer goals

Insight Map Features

Generate insights to focus on deals you can win

Identify key decision makers and business problems, enable greater visibility, and create strategic opportunity plans to guide sellers toward closing.

Get Salesforce-native software for seamless value

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

Align your extended revenue team

Unite sales, marketing, and customer success with a single customer view to enable better collaboration, uncover gaps, and grow revenue.

Why Altify Insights stands apart?

Unmatched account selling expertise

Built on methodology and delivered by the team that created the category.

Powerful collaboration solution

Engage buyers to build trust and align your solution with their business drivers.

We deliver both the WHO and the WHY

Identify key players and gain insight into what matters to them.

Easy adoption & growth path

Solutions to power your sales transformation that scale to meet your goals.

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“With Altify Insights, our deal size goes up by 36% on deals $1M+ when the supporter is a key player.”

Adrienne Walker
Director, Sales & Success Effectiveness, Autodesk

Altify Insights Free Demo

Ready to give our Altify Insights solution a test drive? Try the free self-guided demo and learn how leading organizations around the world grow and retain revenue with Altify Insights.

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People and Problems

Sales best practices that drive success today aren’t unique to any particular industry or business size. The foundational principles that move the needle are ones familiar to any sales leader: Relationships and Insights.

Download this eBook to learn more about how you can leverage your understanding of people and problems to drive your success.

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Altify Insights FAQs

  • Our solution 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 and ChatGPT, two powerful technologies that, when combined, offer a synergistic approach to revolutionizing sales processes and enhancing customer engagement.

    Altify 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 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.

  • Altify Insights is a Salesforce native application, so any data integrated with Salesforce can be configured to display and used within Altify.

    For example, if contact data is enriched in Salesforce through a customer data platform (CDP), those custom fields can be displayed in the relationship map and the values associated with each contact can be displayed, and used in filters and reports.

    If using a system to track transactional or relationship-based Net Promoter Score®, field values that are captured at the contact level, the data can be displayed on the relationship map, and used in filters and reports.

    Anything that integrates with Salesforce or where data can be imported into contact or account objects can be used in various Altify components.

  • 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 Insights can help you build trust and win more deals.

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