To win an opportunity, you're typically competing against:
- Other suppliers.
- The customer's priorities and budgets (which may tend to push them away from this particular deal).
You need to develop a strategy to overcome these factors.
Discover Altify's Recommended Strategy
Altify can help you to determine the best type of strategy to follow for this opportunity.
- Select Use recommended strategy.
- Click Get strategy advice.
- You're guided through a series of questions about the opportunity.
Based on your answers, Altify applies one of the strategy types.
Subsequently, if something of high impact occurs in the opportunity, you may suspect that the strategy needs to be reassessed. To do this, you can click Change to run through the questions again.
Selecting a Strategy Manually
On the opportunity's Overview tab, you can select a strategy type manually.
- Switch off Use recommended strategy.
- Select a drop-down option.
