Opportunity Manager

Opportunity Manager helps you to win the deals that matter by delivering valuable insight to your buyers, building the right relationships, aligning your revenue team, and leveraging your collective experience.

To open the Altify opportunity plan in a Salesforce opportunity record, click a tile on the Altify launchpad.

The Altify opportunity plan has a number of tabs:

Overview: This tab shows you the opportunity’s key information at a glance.
Process: Use best-practice sales processes to effectively lead your opportunity pursuit team to a successful win.
Assessment: Discover whether this opportunity is worth your time and effort.
Relationships: Build the right relationships using a relationship map to focus your team on the relationship strategies needed to win.
Insight: Deliver insight to your buyer using an insight map to articulate what your customer needs to achieve.
Actions: Add actions to the opportunity plan to manage what needs to be done to move the opportunity forward.
Test & Improve: Collaborate on a Test & Improve to help the revenue team win more business.

You can also get insights about the current state of the opportunity from Altify Max.

AI Assistance: If the MaxAI Revenue Execution agent or Altify MCP Servers are installed in your org, you can use AI to calculate your vulnerabilities and next steps, and manage your deal without leaving your current screen. For more information, see AI Prompt Library for Opportunity Manager .

Watch: A suite of videos are available to help you get started with Opportunity Manager - see Opportunity Manager Videos.