MaxAI Uses Salesforce Native Architecture and Trust Layer to Meet Enterprise Security Requirements
Los Angeles, United States - August 2, 2026 / Altify /
Now available inside Claude, Microsoft Copilot, ChatGPT, and Salesforce Agentforce, Altify MaxAI brings AI-powered live deal and account intelligence into every sales conversation.
Los Angeles, July 29, 2026 - Altify, the company behind the Strategic Revenue Execution system, announced the general availability of Altify MaxAI, an always-on revenue coach delivered as a strategic AI layer for enterprise sales teams. MaxAI connects live Salesforce and Altify data directly to a seller's preferred AI platform and applies more than 30 years of sales methodology and best practices to support strategic thinking and execution at every stage of every deal. MaxAI is available now, operating natively inside Salesforce Agentforce, or through Altify's MCP to function inside Anthropic Claude, Microsoft Copilot, and OpenAI's ChatGPT.
Enterprise sales performance continues to decline despite record levels of investment in AI and sales technology. According to Gartner, AI tools are saving sellers an average of 4.8 hours per week, yet 72% of sales organizations report that those savings are not translating into better deal outcomes. Sellers are 3.7 times more likely to meet quota when they effectively partner with AI, but most AI tools lack access to the deal context, relationship maps, and selling frameworks that complex enterprise engagements require. The gap is not the AI model itself - it is the missing layer between the strategy a team has built and how individual sellers actually run their deals day to day.
"The problem for most organizations is that AI is not helping their enterprise sellers increase their win rates or deal sizes. In many cases, AI is making sellers less effective. Enterprise revenue teams need contextual coaching based on their company's sales process, methodology, and where they're at in a specific deal. Altify's MaxAI brings that coaching at the exact moment each deal needs it, helping sellers think more strategically and execute more effectively to win the deals that matter most." - Patrick Morrissey, CEO of Altify.
Altify MaxAI works by connecting the revenue context sellers build through Altify relationship maps, insight maps, and opportunity maps - spanning people, problems, and potential - to the AI tools they already use. MaxAI reads the current state of deals and accounts, analyzes that data for signals, gaps, and risks based on each company's specific sales process, and recommends a next step, writing nothing back to the system until the seller approves it.
The result is methodology-backed coaching delivered in plain language. When a seller queries MaxAI about a deal, the response is grounded in real methodology, real account data, and real strategic context - not generic AI output. There is no new login, no new platform, and no disruption to existing workflows.
Salesforce native architecture: The architecture is designed for enterprise scale. Built natively on Salesforce's platform, Altify MaxAI works with Agentforce, Slack, and Data360, and takes advantage of Salesforce's trust layer for installation, configuration, and data security. The Altify MCP server sits between AI orchestration platforms and seller execution, aggregating signals from Salesforce and other connected applications or LLM platforms, then applies a strategic coaching layer before delivery. MaxAI extends the Altify solutions customers already rely on for relationship strategy, opportunity management, and account planning, providing precision data and coaching throughout.
Learn More
Altify MaxAI is available now. To explore how Altify can help your organization improve sales execution:
- Learn more about MaxAI at altify.com/maxai
- Watch Sales and Ops leaders discuss how Altify improves execution and revenue performance
- Meet with the Altify team at Dreamforce to see MaxAI in action
- Get a personalized demo at altify.com/demo-request
About Altify
Altify is the Strategic Revenue Execution system. Built on 30 years of proven sales methodology, Altify helps enterprise sales teams win complex deals by bringing structure, relationship intelligence, and account strategy into Salesforce, so every seller runs the same proven process on every deal. Altify MaxAI is the company's always-on revenue coach, delivering methodology-specific coaching inside Claude, Microsoft Copilot, ChatGPT, and Salesforce Agentforce.
Altify serves enterprise customers globally across technology, healthcare, manufacturing, financial services, telecommunications, and professional services, including AWS, GE Healthcare, Johnson Controls, MeridianLink, T-Mobile, and Black & Veatch. For more information, visit www.altify.com.
Contact Information:
Altify
10100 Santa Monica Blvd
Los Angeles, California 90067
United States
Andrea Alvarez
+1 00000000000
https://altify.com
