Test & Improve
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 better anticipation of competitors' moves, and more effective strategies to block them.
- 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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Access to the opportunity
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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
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: