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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Highspot
Score 7.9 out of 10
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Highspot is a sales content management software solution offered by Highspot.
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 …
I think Drive is a lot more intuitive, but it’s hard to know what is allowed to be public or private in Drive. Additionally, Drive doesn’t have the best way to send content, whereas Highspot offers a better solution for that.
Sharepoint has been difficult to search (not a very powerful user interface or search filtering functionality). Brainshark didn't provide everything we wanted.
We use Highspot in conjunction with our other programs and it works great. We are able to use the features and functions from each to help us with our daily outreach and have an idea of what is working and what isn't.
From an investment perspective, Highspot was very reasonable in price for both the main platform and the LMS. The ease of use and management seemed to be a lot less than some of the others we looked at. If we had a more robust solution, I could see where there could be value …
We don't need extensive screen share capabilities, and Highspot is a great value for the cost. Ease of sharing department-wide materials was a huge plus for us, as well as the ease of use with adding new content.
They're pretty similar from a content management perspective, but Showpad has a lot more to offer outside of that. Highspot's searching algorithm seems better.
We used Showpad for the last few years, however, since switching to Highspot our team has actually seen more success and collaboration. Our sales enablement directors are able to leverage better marketing materials for our sales and BDR agents leading to higher conversions from …
Highspot is great for metrics and for tracking interactions. It is very user-friendly and really easy to start engaging. The possibility of tracking both employees and prospects/clients is one of the best features. It is easy to implement and everyone can see how they are …
Highspot is so much more versatile than Google Drive. Its feels more secure and easier to organize content. It is also much more Sales Focuses and allows for collaboration and features to share content clients with tracking.
Although I was not privy to the selection process, our product marketing manager was extremely heavy in selecting the right tool for our Sales team and collaborated with us to figure out exactly which features we needed, and what we didn't. Highspot checked all the boxes and …
We felt like Highspot had a better user interface and was easier to navigate. We like DocSend and it works much like Highspot. At the time it was a more expensive solution that had essentially the same features.
Dropbox was sufficient for storing content in an easy to access space but, provided us no value beyond that. SharePoint actually made us less productive due to the amount of time our sales team had to spend searching for the right piece of content. Neither solution provided …
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.
Great for delivering insight on which personas are engaging with the material shared. If I've had multiple meetings with personas, but they have not engaged with my proposal, I'm now able to understand the priority of our partnership and how it ranks within their other initiatives.
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.
I love Highspot, it saves me a ton of time every single day. I like how my correspondence looks professional and I know what I'm sending is accurate and company approved. I'm able to add it to an email template in seconds and choose multiple brochures if it fits the information the student wants or requested. I can also customize templates to make them company specific when appropriate
I use Highspot every day. It is basically my go-to spot to find anything I need to know about the product, like pricing and internal processes. It also helps me provide value-added emails to my prospects with extreme ease. Without Highspot I would not have the current success that I have right now in sales.
I have not needed any customer support until now, I guess this is because they work on a proactive maintenance of the platform. We have an internal team working with Highspot so if I need help I go to my internal team not directly to Highspot. I have never heard any complaints.
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
From an investment perspective, Highspot was very reasonable in price for both the main platform and the LMS. The ease of use and management seemed to be a lot less than some of the others we looked at. If we had a more robust solution, I could see where there could be value in what the others offered, but for what we needed Highspot checked all the boxes.
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
