Altify Version 9.17, Now Available

Hello there,

We’re pleased to inform you that the Altify 9.17 release is now available for upgrade. Let’s review the most valuable highlights included in Altify v9.17:

MaxAI: Opportunity-Centric Insights, Delivered in Context

In 9.17, MaxAI moves from broad account-level intelligence to opportunity-specific insight generation directly within the workflow. 

Sellers can now: 

• Generate opportunity-specific insights instantly with a single click, shifting AI analysis from general account context to the active deal. 

• Ask questions in natural language, including non-Altify terminology, so sellers get meaningful answers without having to translate into system-specific phrasing. 

• Access clearly formatted citations within each response, making it easy to validate insights, trace supporting data, and take confident next steps. 

For administrators, a new configurable prompt template for opportunity insights ensures AI outputs align with your organization’s strategy and messaging standards.

Account Manager: New Access for Partner Collaboration 

For organizations that sell through channel or ecosystem partners, Altify v9.17 introduces the ability to grant partner portal users access to specific Account Manager plans. 

• Grant partner portal users access to specific Account Manager plans by adding them as plan team members in your Salesforce portal. 

• Control visibility and contribution levels with configurable read/write permissions and account-level access restrictions. 

• Enable structured collaboration with partners across plan details, opportunity maps, and competitive landscapes without compromising data governance. 

Streamlined Workflow Enhancements 

Altify 9.17 delivers targeted usability improvements across Opportunity Manager, Relationship Maps, and Sales Process Manager. Sellers can quickly identify stakeholder gaps, navigate seamlessly between key players and maps, and work with more consistent data views. 

Explore more of the Altify 9.17 Release:

Planning Your Upgrade 
  

If you’d like to review how 9.17 would apply to your specific environment, your Altify Customer Success partner is ready to help you assess impact, timing, and implementation considerations. Email support@altify.com to get started, or reply to this email. 

We look forward to supporting your continued success. 
 

- The Altify Team