Altify Sales Process Manager

Build a Consistent Repeatable Sales Process.

Guide sellers to follow a structured sales process to unlock sales cycles that beat targets and quotas natively in Salesforce.

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Improve sales velocity and forecast accuracy by mapping to the customer’s buying cycle.


Sellers with a sales process in place have on avg. 75% forecast accuracy vs. only 37% accuracy with no sales process.


Implementing a structured and proven Sales Process increases quota attainment by 34%.

Faster, more predictable sales cycles and pipeline visibility.

Guide Sellers

Map an effective, repeatable sales process to your customer’s buying cycle.

  • Give sellers the right information at the right times to progress the sale
  • Unlock sales cycles that beat targets and quotas

Accelerate Pipeline Building

Give sales managers a comprehensive view of their pipeline with TeamView.

  • Track deal progress and identify risks
  • Take action to close pivotal deals
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Link Sales Tools to Sales Process

When you map sales assets to specific steps in the sales cycle mapped to the buying cycle, they become a natural part of a structured, repeatable sales process.

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Increase Win Rates & Shorten Sales Cycles

Sales Process Manager is a visual representation of your sales process. When everyone continually performs the same winning behaviors, deal cycles speed up and win rates improve.

Get Salesforce-native Software for Seamless Value

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

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The 5th largest deal in company history closed exactly on the day it was predicted eight months earlier. Sales Process Manager helped us see first-hand the accuracy of calculated close dates and value of having the knowledge built in to our sales process.

JP Knapp
Country Manager UK, Vocera Communications

7 Ways to Transform Your Sales Process for Improved Sales Velocity

Learn from insight gathered from over one million actual sales engagements.

Read the eBook

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

    Altify Sales Process 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 Sales Process 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 Sales Process Manager can help you improve sales velocity and forecast accuracy.

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