Altify Opportunity Manager | Data and Coaching for Sales
Winning complex deals has become increasingly difficult: buying groups are larger, decisions take longer, and a significant number of opportunities stall or end in no decision. Altify Opportunities turns deal strategy into structured, consistent execution, embedding proven methodology, relationship intelligence, and AI-guided insights directly into Salesforce. MaxAI continuously analyzes deal activity and risk signals to highlight gaps, surface vulnerabilities, and recommend next best actions, so sellers know exactly what it takes to win, managers can coach with precision, and leaders gain confidence in pipeline accuracy. Built 100% natively on Salesforce, Altify Opportunities connects customer outcomes, decision criteria, and stakeholder alignment in one place, for faster deal progression, higher win rates, and more predictable revenue. Related: deal execution, deal management, deal qualification, dealmaker, opportunity management solution, opportunity management tool, opportunity manager, organization chart, playbook, relationship map, revenue optimization, sales opportunity, sales opportunity management, sales playbook, tas methodology, target account selling, TAS group
Top keywords
- deal6×3.97%
- opportunity5×3.31%
- management4×2.65%
- opportunities3×1.99%
- opportunity management3×1.99%
- sales3×1.99%
- altify2×1.32%
- altify opportunities2×1.32%
- decision2×1.32%
- execution2×1.32%
- methodology2×1.32%
- playbook2×1.32%
CloudFiles Generate & Automate
CloudFiles is a native Salesforce document generation app for PDF, Word, Excel and PowerPoint. Create, automate, e-sign and store documents from any standard or custom object. What is CloudFiles Document Generation? A Salesforce document generation tool that turns CRM data into branded documents. Generate quotes, invoices, proposals and contracts on demand, by Flow, or in bulk. How do I create templates? Build no-code templates in Word, Excel, PowerPoint and PDF with Office Add-Ins, plus merge fields and live preview. How do I generate documents? Generate Word docs from records, PDF quotes and invoices, and reports from any object. Run from a button, salesforce Flow, or in bulk. Can I automate it? Trigger document generation via Flow, Apex, REST API, buttons or approvals, with no custom code. Bulk and AI? Merge PDFs in bulk with batch generation and PDF mail merge. AI powered document generation builds Word and PDF from custom objects and CPQ data. E-signature, storage and compliance? Send contracts via DocuSign, store output in SharePoint, Google Drive or AWS S3, with GDPR, SOC 2, ISO and HIPAA compliance.
Top keywords
- generation6×3.35%
- document5×2.79%
- document generation5×2.79%
- pdf5×2.79%
- bulk4×2.23%
- word4×2.23%
- custom3×1.68%
- documents3×1.68%
