Test & Improve is a best-practice meeting cadence facilitated by Altify in your
As the name suggests, it helps revenue teams collaborate on
Regular Test & Improve meetings test the team's
When you've established a regular Test & Improve cadence, and people participate fully, everyone on the revenue team benefits:
- They develop a better understanding of the
- They coach each other. This often leads to
- They're better prepared to discuss their plans with their customers.
- They knows how to focus investments and align resources in a way that helps them to win
- And because people from across the business can participate, the whole company benefits from the way the process helps people to share ideas and best practices.
Access to Test & Improve Presentations
In order to access a T&I conducted in Altify, an invitee must have all of the following:
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Membership of the Account Manager plan team
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An Altify license and an
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An Altify Permission Set (note that an assigned Permission Set Group will not suffice)
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A Salesforce license
If an invitee does not have any of these, they are flagged with a hover message in Altify.
On clicking Send
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The invitee is automatically added to the Account Manager plan team.
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If the invitee does not have a license or permission set, an administrator is notified to set up the required access permissions.
Once the administrator has configured access, they can notify you (as the event organizer) and the invitee confirming the invitee's access to the T&I.
Caution: Your organization must nominate a T&I admin for the worfklow described above to happen. For more information, talk to your administrator.
Learn about Test & Improve
The Altify Learning web site offers a highly engaging way to learn how to get the most out of Test & Improve.
Test & Improve Knowledge Base
These knowledge-base topics explain some of the finer points of Test & Improve: