Altify is a popular sales software solution that offers some valuable features and key account planning tools. As your organization grows, and as your key account management (KAM) strategies get more complex, you might find yourself looking for Altify alternatives.
Upland Altify represents a traditional, opportunity-centric, CRM-embedded account planning approach. It only integrates with Salesforce. It offers basic sales planning tools and relationship mapping. If your team is in the early days of adopting a Key Account Management (KAM) strategy, Altify could be a good place to start.
When you’re ready for higher-level Key Account Management tools that aren’t locked down to a CRM, when you need to get more intensively focused and strategic about your top 50 or top 100 accounts that drive significant revenue, Altify probably is not the best choice to help you create mutual value.
That’s where Valkre can help. Instead of being dependent on one CRM and a few good sales planning tools, Valkre is a purpose-built, enterprise-grade Key Account Management execution platform that integrates with your entire tech stack.
Valkre is a standout among the best Altify alternatives. When considering Altify vs. Valkre, the difference goes beyond features – it’s architectural and philosophical.
Let’s look at a few reasons to consider Valkre as the best key account planning software to help your sales organization grow.
Salesforce-Specific (Altify) vs. CRM Platform-Independent (Valkre)
Altify is only available inside Salesforce and is built directly on the Salesforce data schema. This makes your sales team’s experience with Altify heavily reliant on the Salesforce experience – if your users dislike Salesforce or have a subpar data model on Salesforce, they probably won’t like Altify. If your team is struggling with messy Salesforce data or low adoption of Altify sales planning tools, your company’s account planning will ultimately suffer.
Another challenge with Altify and Salesforce is that any changes to your Altify account planning tools will typically require Salesforce configuration. That means modifying your account plan structure often requires IT involvement, which can mean multiple back-and-forths with Salesforce admins. Even something as simple as updating a field on an account plan might end up taking days… or weeks.
Valkre is an Altify alternative that can help your team break out of this time-consuming and frustrating experience. Instead of having just a few sales account planning tools and stakeholder mapping features, Valkre is a purpose-built KAM platform. This gives your team a higher level of agility and focus on your biggest, most important key accounts, not a traditional Salesforce “transaction-focused” software model.
If your sales team likes the Salesforce experience, Valkre can elevate it. Valkre integrates with Salesforce, Veeva, or any other CRM. Because Valkre is CRM-agnostic, our user experience is not dependent on any other software’s build. With Valkre, your key account plan structure can be adjusted in minutes. There’s no need to go through the time-consuming process of reconfiguring CRM objects. And Valkre works fast and stays accurate, even if your team’s CRM hygiene is imperfect.
At Valkre, we believe that your CRM should support KAM – not dictate how key account management works. Valkre can help accelerate your KAM strategy to help you create mutual value for your business and your most important accounts.
Altify’s Opportunity Overlay vs. Valkre’s Strategic Account Execution
With its foundation in Salesforce, Altify is primarily an opportunity-centric extension. It has sales planning tools for deal inspection and stakeholder mapping. Some companies might get everything they need from Altify.
But one thing we hear from former Altify customers is that the Altify account planning tools often feel like “structured opportunity tracking.” Some companies are trying to maximize the capabilities of Altify for key account planning, but their sales teams often end up with low adoption. If sales teams don’t like an account planning tool, they’ll end up using manual processes with PowerPoint and Excel instead. Once again, the company’s data visibility and overall account planning suffer.
Valkre is a key account management tool that your sales team will be eager to use. That’s because Valkre is designed specifically for strategic account management and KAM. More than just tracking opportunities, Valkre tracks relationship depth, whitespace, executive alignment, and multi-year objectives. It connects strategy to customer goals, and aligns internal initiatives to long-term key account growth.
Strategic accounts are more than just high-dollar deals. They are long-term ecosystems and true business partnerships. Understanding that difference means you need the right account planning tools to view, track, manage, and execute against those opportunities. Leading Altify alternatives like Valkre are built to help sales teams move from vendor to trusted partner.
Altify’s Complex Reporting vs. Valkre’s Executive-Ready Dashboard
With Altify, because of its reliance on Salesforce, all of your account planning data and reporting lives inside Salesforce. This often requires analytics or IT resources to build dashboards, which makes it hard to create executive-level visibility without significant customization.
Your CEO, understandably, isn’t spending time in Salesforce. So with a solution like Altify, this means everyone ends up having to create presentations outside of the platform and we lose adoption and access to that data.
Valkre makes reporting easier, with executive-ready visibility. Valkre offers native dashboards and leading indicator tracking, giving you executive-ready views out of the box. Because Valkre doesn’t rely on any one CRM, it can push or pull structured KAM data to or from data warehouses. This helps support your enterprise data strategy rather than complicating it.
CEOs use Valkre because it auto-creates a clear, accurate executive brief for the C-suite. Improving your leadership’s visibility into KAM performance and key account growth is one of the main reasons businesses search for Altify alternatives. Valkre can deliver.
Altify’s Light Account Planning vs. Valkre’s Full-Force KAM System
This might be the biggest difference between Altify and Valkre. Altify enhances your CRM with a basic account planning structure. Valkre creates a dedicated system of execution for strategic key account management – helping you create mutual growth for your most important customers.
Altify offers some worthwhile account planning tools inside the CRM. These capabilities include opportunity mapping, insight mapping, and relationship mapping. But Altify’s sales account planning tools are more limited than Valkre’s. Altify can help your team track stakeholders and support opportunities. But if you want higher-level KAM capabilities, Valkre could be the better choice.
Valkre is a full-force enterprise KAM execution system. It goes beyond the limits of a “light account planning” software approach and delivers higher-value capabilities, like aligning strategy to customer outcomes, coordinating cross-functional teams, and tracking leading indicators.
Because Valkre treats your key accounts like complex ecosystems (not just individual “deals”), Valkre can help your team drive multi-year growth plans. We embed AI into our platform and have built AI agents to support key account activities within the platform. Valkre doesn’t just track deals. It can improve your organizational capability.
Altify offers some good features and account planning tools for companies just starting their KAM program. It can give your Salesforce activities more account planning structure and it adds some relevant new fields in Salesforce. But if you want to get more targeted and serious about strategic account management for your most important clients, you’ll find more tools and better visibility with a tool like Valkre.
Talk to Us: Request a Demo
Ready to see how Valkre can serve as your team’s Altify alternative? Let’s talk. Book a demo with the Valkre team today.
We’ll show you how Valkre can go beyond light account planning to deliver powerful key account management (KAM) execution.
FAQs:
Valkre is designed for Key Account Management with advanced KAM capabilities. Altify can be useful for companies that are in the early stages of exploring Key Account Management. But if your sales team and top executives already see the value of Key Account Management for your company and you want to move faster with a KAM-specific platform, Valkre is likely a better choice.
Key Account Management is more than just account planning. With KAM, your sales organization takes a strategic approach to managing your company’s highest-value clients that drive significant revenue. Key Account Management isn’t just a matter of selling more to your existing clients – it’s about helping your client grow along with you as a value-adding strategic partner.
Yes, Valkre is CRM-agnostic. Our platform integrates with Salesforce and other popular CRMs like Veeva and Microsoft Dynamics.
Typically, no. CRMs are built for a larger volume of accounts, with a focus on tracking transactions and opportunities. If you want a higher level of capabilities to serve the unique opportunities unlocked by Key Account Management, Valkre can deliver.
