Altitude

Solutions · Sales & Marketing

Prepare every account, proposal and brief your pipeline needs.

Prepare the accounts, proposals and campaigns your pipeline needs.

Altitude
Q4 pipeline / TasksMC

Draft the RFP response from our answer library

RFP_Response_Northwind.xlsx
  1. ReadRead the RFP and 140 library answers
  2. BuildAnswered 62 questions in the buyer's format
  3. ReviewMarked 4 answers that need a product owner
Ready for reviewWorked for 10m 15s
RFP_Response_Northwind.xlsx
No.QuestionAnswerSource
1.4Data residencyEU and US regionsLibrary 112
2.7Single sign-onSAML and OIDCLibrary 45
3.2Uptime commitment99.9% monthlyLibrary 78
4.1Audit log exportNeeds product ownerNone
    
    
    
    
    
    
QuestionnaireSources

Product

Use the parts of Altitude your sales & marketing team needs.

Draft the RFP response from your answer library.

You hand off
The buyer's questionnaire and your library of approved answers.
You get back
Answers written into the buyer's own workbook, each tied to its library source, with the ones that need a product owner marked.
What does it
  • Excel editing
  • Semantic file search
  • Citations
Altitude
RFP_Response_Northwind.xlsxReady for reviewSharePoint / Sales / RFPs
C4fxNeeds a product owner

ReviewNo approved answer on EU-only hosting; assigned to M. Chen.

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Brief every account before the first meeting.

You hand off
Your calendar and your CRM.
You get back
A one-page brief on each account you meet that day, each morning in your inbox, Slack or Teams.
What does it
  • Automations
  • Salesforce or HubSpot
  • Google Calendar
  • Email delivery
Altitude
Automations / Meeting briefMC
EnabledMaya Chen
TriggersWhen should this agent run?
InstructionsDescribe what this automation should do. File access controls its available context.

For the meeting that set this off, read the account’s record in Salesforce and the last month of email with its guests in Outlook.

Write a one-page brief: who is attending, the open opportunity and its stage, what we last discussed, and three things to raise.

Check the web for news on the account from the last two weeks and cite anything you use.

Use @ or / to add context
Tools and accessControl the capabilities and delivery used for each run.
Memories
Web search
Model
File access
Email: maya.chen@fabrikam.com

Compare pricing and positioning against competitors.

You hand off
The competitors' pages and the questions you compare them on.
You get back
One row per competitor, plan by plan, with every cell cited to the page it came from and gaps noted.
What does it
  • Research Tables
  • Web search and page reading
Altitude
Research tables / Customer contracts: renewal and assignmentMC

Customer contracts: renewal and assignment

Done
DocumentCounterpartyRenewal dateNotice periodChange of controlPrice escalator
MSA_Northwind.pdf
Order_Form_Acme.pdf
SaaS_Agreement_Blueline.pdf
MSA_Contoso_2024.pdf
Reseller_Fabrikam.pdf
DPA_Litware.pdf
MSA_Tailspin.pdf
Order_Form_Wingtip.pdf
MSA_Proseware.pdf
MSA_Woodgrove.pdf
Order_Form_Relecloud.pdf
SaaS_Adatum.pdf
40 documents6 columns240 cells, every one cited40 of 40 done

Sales & Marketing tasks

Hand off tasks like these.

RFP response

Ask the way you would ask a colleague: "Draft the RFP response from our answer library." Altitude does the work in your files and hands back the result for you to review.

RFP_Response_Northwind.xlsx

Altitude
Northwind RFP response
Draft the Northwind RFP response from our answer library. Mark anything that needs a product owner.

79 of 86 questions are answered from the library, each linked to its source. Seven need a product owner, mostly on the roadmap and data residency. RFP_Response_Northwind.xlsx

RFP_Response_Northwind.xlsx
C4fxNeeds a product owner

ReviewNo approved answer on EU-only hosting; assigned to M. Chen.

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Integrations

Connect the tools your sales & marketing team already uses.

Altitude reads from your drives and systems where the work already lives. Anything else can come in through the MCP directory or your own MCP server.
See every integration

Built for the way your company is governed.

  • SOC 2 Type I
  • SOC 2 Type II
  • Encrypted in transit and at rest
  • No training on customer data
See security

Bring an open RFP and see the answers Altitude drafts from your library.

Bring a task your team did last week and see what Altitude hands back.