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.
For customers with a People & Problems launchpad, only the Relationships and Insight tiles are displayed:
And with a relationship map only license, just the Relationships tile is displayed.
- 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.
Altify Learning Web Site
The Altify Learning web site is a highly engaging, guided way to find out about:
- Altify's proven best practices in opportunity management.
- How to apply these practices to your opportunity plans.