Upland Altify Overview

Upland-altify solutions streamline complex sales processes directly within Salesforce. Sellers are enabled to focus on building relationships and improving collaboration.

Use Cases

Customers recommend Opportunity Management, Account Management, Collaboration, as the business use cases that they have been most satisfied with while using Upland Altify.

Other use cases:

  • Coaching
  • Engagement Management
  • Forecasting
  • Lead Qualification
  • Competitive Intelligence
  • Sending & Publishing Communications
  • Training & Onboarding
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Upland Altify.

Other priorities:

  • Scale Best Practices
  • Acquire Customers
  • Increase Customer Life Time Value
  • Increase Average Basket Value
  • Improve Internal Communications
See all business priorities See less business priorities

Upland Altify Use-Cases and Business Priorities: Customer Satisfaction Data

Upland Altify works with different mediums / channels such as User Generated Content. and Blogs.

Reviews

"Altify Account Planning has helped us increase our sales velocity." - Charlie Moss

Peer review evidence (same sources as the product rating summary)

"...Altify offers a number of different packages, Altify Max Insights, Altify Sales Process Manager, Altify Account Manager, Altify Dealmaker, and Altify Opportunity Manager...." Peer review by Strategist in Sales
"...Large enterprise companies with complex B2B sales cycles utilizing Salesforce CRM...." Peer review from Upland Altify
"...What s cool about this is when you get these teams together and they start collaborating, you get opportunities generated out of this process that never existed before...." Peer review by Billy Martin, Director of Sales Readiness, Salesforce

Upland Altify, belong to a category of solutions that help Revenue Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Upland Altify

Top Industries

  • Computer Software
  • Information Technology and Services
  • Hospital & Health Care

Popular in

  • Enterprise
  • Large Enterprise
  • Mid Market

Upland Altify is popular in Computer Software, Information Technology And Services, and Hospital & Health Care and is widely used by Enterprise, Large Enterprise, and Mid Market.

Upland Altify Customer wins, Customer success stories, Case studies

What benefits does Upland Altify offer for Opportunity Management?

How does Upland Altify facilitate Account Management?

What solutions does Upland Altify provide for Collaboration?

How can Upland Altify enhance your Coaching process?

Why is Upland Altify the best choice for Engagement Management?

11 buyers and buying teams have used Cuspera to assess how well Upland Altify solved their Revenue Management needs. Cuspera uses 313 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Revenue Management needs.

CUSTOMERS TESTIMONIALS
Upland Altify testimonial

Charlie Moss

Director of Sales Operations for GTM Projects

Anaplan

Altify Account Planning has helped us increase our sales velocity. Testimonial By Charlie Moss
Upland Altify testimonial

JP Knapp

Country Manager UK

Vocera Communications

The 5th largest deal in company history closed exactly on the day it was predicted eight months earlier. Sales Process Manager helped us see first-hand the accuracy of calculated close dates and value of having the knowledge built in to our sales process. Testimonial By JP Knapp
Upland Altify testimonial

Brian Selby

SVP, Worldwide Sales Operations

Tableau

Altify is a key component of our sales methodology and a new muscle we are building on how we engage as a trusted advisor with our enterprise customers. Testimonial By Brian Selby
CUSTOMERS TESTIMONIALS
Upland Altify testimonial

Charlie Moss

Director of Sales Operations for GTM Projects

Anaplan

Altify Account Planning has helped us increase our sales velocity. Testimonial By Charlie Moss
Upland Altify testimonial

JP Knapp

Country Manager UK

Vocera Communications

The 5th largest deal in company history closed exactly on the day it was predicted eight months earlier. Sales Process Manager helped us see first-hand the accuracy of calculated close dates and value of having the knowledge built in to our sales process. Testimonial By JP Knapp
Upland Altify testimonial

Brian Selby

SVP, Worldwide Sales Operations

Tableau

Altify is a key component of our sales methodology and a new muscle we are building on how we engage as a trusted advisor with our enterprise customers. Testimonial By Brian Selby
 

A top law firm - Legal Services - Legal Services

BA Insight’s AI Enablement Platform helped a top law firm connect Microsoft Copilot with iManage. Attorneys now use natural language to find case files instantly. The firm automated document summarie...s and improved security compliance. Copilot became more useful, saving time and boosting accuracy. The law firm now leads in legal AI adoption and future-proofs its workflows.

 

A leading global investment bank - Banking - Banking

BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with fragmented data and manual processes, slowing deal veloci...ty. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.

 

A global Big Four accounting firm - Accounting - Accounting

BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had delivered inaccurate answers and caused employee frustration. BA Insi...ght used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.

 

Foremost Golf - Retail - Retail

Foremost Golf used Adestra to send personalized emails to their customers. They targeted emails based on golfing ability and dexterity. This led to a 25% increase in orders compared to last year. The...ir UK market share grew from 64% to 70%. The first launch email had a 6.6% click-to-open rate, up from 5.4%.

 

Powerlink - Utilities - Utilities

Powerlink uses Altify to improve sales and buyer interactions. They leverage account management features to boost data quality and team collaboration. Insight Mapping gives Powerlink transparency wit...h customers and helps account directors understand buyer needs. This approach helps Powerlink become a trusted advisor and increases revenue. Integration with third-party apps makes their sales process easier.

 

Service Employees International Union (SEIU) - Non Profit Organization Management - Non-Profit Organization Management

SEIU used Upland Mobile Commons to grow its membership and boost political action. The union added 15,000 new members in one year. Mobile messaging tools helped activate 1,200 volunteers in key state...s. SEIU members made 27,000 calls to legislators through SMS campaigns. The platform also guided voters to polling stations during the 2020 elections.

Why do Sellers Use Altify Insights? Excerpt From Live Showcase

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Peers used Upland Altify for opportunity management and account management

Upland Altify Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.67/5 ★

Read Reviews (1)
Analytics

4.26/5 ★

Read Reviews (52)
Custom Reports

3.96/5 ★

Read Reviews (38)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.67/5 ★

Read Reviews (1)
Analytics

4.26/5 ★

Read Reviews (52)
Custom Reports

3.96/5 ★

Read Reviews (38)

Software Failure Risk Guidance

?

for Upland Altify

Overall Risk Meter

Low Medium High

Top Failure Risks for Upland Altify

Upland Software, Inc. News

Financial

Upland Software to Release First Quarter 2026 Financial Results on May ...

Upland Software will announce its first quarter 2026 financial results on May 1, 2026.

Awards

Upland Software earns 42 G2 Spring 2026 badges

Upland Software received 42 badges in the G2 Spring 2026 awards, highlighting its strong performance and recognition in the software industry.

Awards

Upland Software Earns Over 40 Badges in G2s Spring 2026 Market Reports

Upland Software earned 42 badges in G2's Spring 2026 market reports, highlighting the success of its AI-powered solutions like Upland Panviva and Upland RightAnswers. These recognitions reflect Upland's commitment to delivering impactful customer value through its knowledge management and content automation tools.

Awards

Upland Software Earns Over 40 Badges in G2s Spring 2026 Market Reports

Upland Software earned 42 badges in G2's Spring 2026 market reports, highlighting the success of its AI-powered solutions like Panviva, RightAnswers, BA Insight, and InterFAX. These recognitions underscore Upland's commitment to delivering impactful results and customer value through its knowledge and content management software.

Upland Software, Inc. Profile

Company Name

Upland Software, Inc.

Company Website

https://uplandsoftware.com/

Year Founded

2010

HQ Location

Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Employees

251-500

Social

Financials

PRIVATE