Altify’s suite of Salesforce native solutions guide and coach sellers to identify and map key relationships, uncover business insights, align sales processes to buying processes, qualify, manage and execute deals, and grow wallet share in accounts.
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GetAccept
Score 6.9 out of 10
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GetAccept is a software platform designed for sales professionals which facilitates deal design, orchestration and closure. Sales management and marketing teams are able to create automated deal workflows on behalf of sales representatives; combining video, live chat, collateral, canned emails and reminder messaging to nurture prospects through pre-nominated sales stages. Sales representatives are then able to further personalize these templates prior to use by adding personal anecdotes…
While Skuid is not a match to what Altify does in terms of capabilities, Skuid did allow us to natively create the functions that we needed within the business in a way that was more useful than the Altify tools out of the box functionality. Altify does not offer anything for a …
Both have their own merits and demerits. GetAccept helps us securely sign documents which is very useful as compared to the others. It is suited for us as we work with a lot of proposals that are issued frequently. We selected GetAccept because of their humanized sales …
This is the first time I have used software like GetAccept after it was recommended to me by a colleague. Therefore I cannot compare with other similar software. Indeed, the shortcomings of GetAccept (such as the interface to be improved or the difficulty in using the same …
Ease of use is very user-friendly in order to work on any task. It has the maximum features as compared to its competitors which are a quite useful and enhanced program that enables in order to do the CRM easy. Also, it provides particular support to the problems which we faced …
As an alternative to PandaDoc, GetAccept is efficiently integrated into our CRM platform. It makes it simple to manage contracts and addendum for many customers. Automated emails and templates are the most timesaving features of the software. For sending cold emails, these …
GetAccepted is very similar to other softwares in some aspects but it has very remarkable differences, for example the other softwares not track each page that the customer reviwed the document sent. In addition the account in Get accepted is more complete, something that I …
HubSpot is an entire CRM platform that has the capability to send agreements with their quotes feature. GetAccept is online, a software for signing and sending contracts and a great one at that. I'd say there's no need to pick one or the other - pick both. They have an …
GetAccept is far easier to use than both of the options listed above. DocuSign does a lot of things that small and mid-market companies don't need, and is more expensive. PandaDoc was difficult to edit and the Salesforce integration was hard to use as a rep.
The decision to switch from Octiv to GetAccept happened when I was a newer rep at the company. I was not involved in the decision-making process. From what I know, individual sales reps were looking for an easier-to-use platform. I liked the real-time text notifications on both …
DocuSign provides the same level of functionality as GetAccept, but with a smaller, more attentive customer service team. Due to their size, I believe GetAccept can pivot quicker and configure themselves more easily to fit our organization's individual needs. DocuSign is …
Well suited for accounts in pipe. I'm not sure how well the entire team experience will play out in reality. Resources are primarily available when the opportunity is piped.
GetAccept has shown great progress in the digital electronic signature market, we have had almost no problems since adopting it, although at some point we thought about stopping using the GetAccept server. It is very practical for both the client and the advisor using it. It has a very intuitive interface and the management is amazing.
The ability to forward agreements along with a video of me describing the agreements. It makes it more personalized and it's always well received by the recipient.
You can track in real time when a document has been viewed and for how long.
You can always reference the history of each client agreement. Easy access.
Sales Process Manager: The Altify Sales Process manager's biggest drawback is the lack of usability for the end user. Altify has an out of the box sales process or a custom one can be created based on the company sales process. The drawback is that unless the sales process includes very few items, it can be more cumbersome than helpful. The Rep walks through the Sales Process by selection whether they have "Completed" are "In Progress" or have "Not Completed" the sales process activities at each stage of the opportunity. Altify saves after each selection so there is considerable downtime as the user waits for their selection to be recorded before they can answer the next question. Altify has an option to automatically advance the Salesforce opportunity Sales Stage once a certain % or mandatory steps in the sales process are completed, however this is not entirely useful as it does not advance until the set % or mandatory marked processes within a Sales Stage are completed AS WELL as at least one process from the next sales stage. This becomes very confusing and cumbersome for the users. In most cases, the sales process manager becomes more of a micromanagement tool with managers requiring all items to be marked completed and the Users merely marking items to satisfy that requirement without getting the intended benefit of the guided selling experience.
Account Plans: Account Plans can be grouped in both "does well" and "does poorly" for the Altify Suite. I will outline the bad in this portion of the review. Altify Account Plans do have some ability for customization, however the standard out of the box options are incredibly overbuilt. Filling out all of the information within the Account Plan can consume 40+ man hours for a single Account. While some of this information can be useful and important to note, other portions become more cumbersome than useful. The Completeness and Scorecard portions of the use a number of calculations. These calculations are explained at the bottom of the page but from a user perspective are very confusing and not straightforward. Most users that begin using account plans quickly abandon them because of the difficulty in setting them up correctly and the minimal insights that are gleaned out of the work put into them. One place for the greatest opportunity to improve account plans is in the objectives section, there the user can set objectives and activities (tasks) to meet them. The tasks must be manually selected to create an actual task in Salesforce and this cannot be assigned out to other SF Users. This portion of the Account plan would be improved if it could be used as a holistic account management platform to manage tasks across all the opportunities and potential opportunities, with an ability to assign them out to others in Salesforce within the account team.
Altify Max Insights: Altify max insights is intended to provide coaching advice at the opportunity level. This feature is tied into the opportunity manager. The drawback to this feature is that the insight mainly pertains to whether or not a user filled out all the steps in the opportunity manager: the sales process, the opportunity assessment, strategy, and the customer relationship map. The insights are far less action-oriented and more of a reminder to use the tool components. This tool just doesn't hold value, especially as it is an add on product.
Lack of Customization - While Altify does allow customization of some of their products and components, Altify has a ton of limitations. One of the most frustrating aspects is that all of the processes happen from their "black box" which is the dealmaker opportunity objects that Altify creates. This is essentially a shadow copy of the opportunities within Salesforce that then push changes to the actual opportunity. There is no way to tap into this shadow opportunity to either run custom processes or to even surface the Altify insights in a BI tool such as Einstein. This means that a lot of the use and functionality that Altify does do well cannot be leveraged for company insights or user end improvements.
In some cases could be angry that software ask you for feedback many times, for example, when you are filling out a contract
something that happen occasionally is a little bit complicate find some documents in my screen, I mean if you could improve the way how the recent files appear on the screen could be great. not always happen but it is not good.
I would love to have templates that allow me create files in a easy way.
The Customer Support team was responsive. I typically submitted questions while I was using the app and via the web. The FAQ support base was alright. I cannot recall a time when I used that as opposed to connecting with a rep. I believe all communication was via email. Dalius was great at soliciting feedback. I particularly valued him offering support for best practices as it related to more strategic ways to use GetAccept.
While Skuid is not a match to what Altify does in terms of capabilities, Skuid did allow us to natively create the functions that we needed within the business in a way that was more useful than the Altify tools out of the box functionality. Altify does not offer anything for a more "light touch" opportunity, which is its greatest drawback. With Skuid we were able to create our own solution for these lighter touch opportunities
Ease of use is very user-friendly in order to work on any task. It has the maximum features as compared to its competitors which are a quite useful and enhanced program that enables in order to do the CRM easy. Also, it provides particular support to the problems which we faced and resolve them asap.
Micromanagement (negative): By implementing Altify as the sales process management tool for our company during a change in sales methodology we created a micromanagement storm that left reps not truly gaining the benefit of the buyer-centric methodology. Rather than using the tool as a guide to the new process, it became a series of checkboxes that reps were mandated to fill out by management. This has left us unpicking the process to reengage the reps in a positive manner on how to work through opportunities in a customer-focused way. Sales process manager and opportunity assessment were disabled to try to fix this negative impact.
Account Plans (positive): While difficult for smaller accounts, the account plan feature did create a standard way for sales users to create account plans and manage their accounts better
It has incredibly increased the efficiency of students' work thanks to the possibility to work remotely with mobile devices.
GetAccepts has made it possible to create very realistic sales simulations, even if it is not educational software. It is therefore very flexible in its uses.
The possibility of tracking each page that is viewed helps evaluate what the Client is thinking.
