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.
N/A
Quip
Score 9.5 out of 10
N/A
Quip is a collaboration tool, from Salesforce, that helps sales teams accelerate business in real-time with embedded documents, live Salesforce data, and other built-in collaboration features.
$25
per user per month
Pricing
Altify
Quip
Editions & Modules
No answers on this topic
Enterprise
$25
per user per month
Starter
$120
per year per user
Plus
$300
per year per user
Advanced
$1,200
per year per user
Offerings
Pricing Offerings
Altify
Quip
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
—
All editions include unlimited personal documents and folders and a custom subdomain. Paid versions include unlimited document revision history, message archive and group sharing.
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 …
Quip is simpler lighter and easier to use than the Atlassian products. Atlassian products could be more complete and have more functionalities, but it is hard to master all the functionalities.
1. We use it as an effective way of collaboration between teams. 2. Can be used as an online spreadsheet. 3. It helps in accessing the data by multiple teams hassle-free. 4. Can customize the action, like editing or locking the spreadsheet to the other users based on the …
Quip was easier to use than any options when we were looking (5 years ago now). Google didn't really offer offline options. OneDrive was (and still is) not great. ShareFile was only considered because we already were using it for file transfer. Quip didn't have any real …
It's easy to use and can be integrated with more 3rd-party software and documents--multiple formats are supported. And the unique feature of chatting makes it very useful, as you not need to switch to any other app for having a discussion with your team. Also data can be synced …
Quip is more robust because it pulls data in from Salesforce to allow you to collaborate with real information. You don't have to live in two systems, which is great. It also gives you access to share with external users, like these other solutions. However, it is not a 1-1 …
Notion was very good in my personal use of it; however, I have used Quip in a professional environment, and the integration of security control was superb. I think that Quip's version of tables and spreadsheets is better than Notion, but they are very similar in many aspects.
monday.com is a good product but lacks overall capabilities compared with Quip. Quip doesn't look visually appealing like monday.com but is more functional when it's broken down into real-time management categories and embedded files. You can easily assign files and tasks to …
Quip was much better. I often have difficulty formatting Google Docs the way I'd like and especially searching for what I need. Sometimes in Google Docs I'll search the exact title of something I'm searching for and it will not appear. That's not an issue with Quip.
We needed to find a way to work together on documents and, to get out of emailing and converge on a single solution. We tried to use our intranet tool, Jive, but that was too cumbersome and hard. Others used Google Docs, but that was not very secure. We looked within Salesforce …
Quip is the best in terms of collaborative features its robustness features are worse compared to the two software. I consider Quip as the big company to watch which will compete with big companies over time.
Main competitors for Quip are the Microsoft and Google product suites respectively. Quip wins in terms of collaborative features, but lags in robustness in comparison to the much large incumbents. Though I do see Quip as a company to watch, who will be capable of competing …
While Quip is a fine tool, I personally would recommend an organization leverage Google Work Suite for Docs, Slides, and Sheets over Quip. I found Quip's feature set to be limited in relation to Google, all things considered. However, Quip can be valuable if your company has …
It's like Google Docs or Microsoft Word, but more team-focused than either. It also reminds me of Slack a little bit in how you can add comments and everyone can view documents right in one place. There's also a side bar where chats can occur. I also really like that you can …
Google Drive is an obvious choice for a collaboration suite, but it still has this old-fashioned Windows 95 feel to it, with the standard file system hierarchy and spread-sheet like lists of files. Quip has a fresh take on the user interface, and the comments and discussion on …
We no longer use Teamwork but when we did, we tried to house documents but we'd always forget where they were. They weren't easy to access. Dropbox we still use sometimes, but if all our clients used quip, we would no longer need to use dropbox except for audio and video files …
slack is visually pleasant, has nice features. Its learning curve, the templates and documents management, and the team communication are also very good, and another point that stands out is the template feature (and I'm sure they will add more in future updates.) It helps gain …
Quip integrates the best with Salesforce. It is not as speedy or as full-featured as these applications. In some cases like Slack, it offers document capabilities that are not possible. Sharepoint has little collaboration other than everyone going to the same location. Quip …
Quip is primarily for document creation and organization -- in this capacity it far outperforms Google Drive with it's user-friendly interface and rich built-in features like Kanban boards, tables, and checklists. However, it is not designed to be a fully customizable database …
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.
Quip is an excellent program for pulling all writing together under one roof. Some may argue that you could just use the Google suite of products (which is technically true), however, I think Quip is easier to use and bring all document types together with better organization. The searchability is top-notch (I solely use ctrl+j and the search pane to move through Quip). For any company that does a lot of writing for multiple clients, or has a lot of projects going, it provides solid organization. It also is great for allowing visibility into project status without someone potentially causing a conflict (corrupting a document). If you are looking for a full-scale project management software - Quip could probably do it, but it would likely take a bit more internal work to get your system setup.
Lists - Quip makes it easy to log your thoughts or tasks into bulleted, numbered or check-boxed lists. You can click checkboxes to mark things off the list, and you can drag and drop single line items to reorder your list very easily. This is especially helpful in prioritizing tasks on the fly.
Organization - you can group your documents into various folders, favorite the ones you use most, and track changes and updates to each file. It has a very Slack-y feel to the way things are organized, which I find useful.
Sharing - Quip is a very collaborative tool, allowing you to share and edit documents with co-workers, and get notifications when they update or respond on a particular file.
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.
The search feature is powerful but it could definitely be finetuned. Sometimes it shows results that make me wonder why those particular ones showed up.
The update to the dashboard (recent update) happened without us being aware and we had to relearn how to work around the platform.
It is the best collaboration tool in my company. Through it, the organization has achieved better connectivity and efficiency in its communication. Primarily, the docs feature of this software is the most utilized in the company. Slowly, dash-boarding and project management features have also been utilized. Generally, it is the best tool, very easy and fairly streamlined
I have never used Quip's support. To be fair, we hired someone who used to work for Quip before working at our company, and he implemented it and pushed it with the team. He was very biased toward the product, and yes it was better than Google Drive, but by how much?
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
1. We use it as an effective way of collaboration between teams. 2. Can be used as an online spreadsheet. 3. It helps in accessing the data by multiple teams hassle-free. 4. Can customize the action, like editing or locking the spreadsheet to the other users based on the business need.
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 is a tool that allows work teams to move forward in a centralized way and meet their objectives as efficiently as possible; this has allowed us to meet our customers and brought more work to the organization, therefore more revenue; I would say that the ROI was fast enough, as expected.
