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.
Business Priorities
Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Upland Altify.
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 will be a core platform of Upland s Sales Optimization solution suite, the market s first to combine opportunity and account management, sales process automation, customer reference management, and RFP and sales proposal automation, all supported by a robust content operations platform to ensure consistent messaging for high impact revenue teams...." Upland Software Acquires Altify, Raises Guidance
"...Large enterprise companies with complex B2B sales cycles utilizing Salesforce CRM...." Peer review from Upland Altify
"...TAS Dealmaker is easy to use; it's available right within our CRM (salesforce) and allows for instant collaboration and analysis for opportunity and account reviews...." Peer review by Executive Sponsor
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
How can Upland Altify enhance your Opportunity Management process?
Why is Upland Altify the best choice for Account Management?
How does Upland Altify address your Collaboration Challenges?
What Are the key features of Upland Altify for Coaching?
How does Upland Altify address your Engagement Management Challenges?
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 |
|---|---|
|
Altify Account Planning has helped us increase our sales velocity. Testimonial By Charlie Moss |
|
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 |
|
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 |
|---|---|
|
Charlie Moss Director of Sales Operations for GTM Projects Anaplan |
Altify Account Planning has helped us increase our sales velocity. Testimonial By Charlie Moss |
|
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 |
|
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 |
Why do Sellers Use Altify Insights? Excerpt From Live Showcase
Peers used Upland Altify for opportunity management and account management
Upland Altify Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (52) |
| Custom Reports | Read Reviews (38) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (52) |
| Custom Reports | Read Reviews (38) |
Software Failure Risk Guidance
?for Upland Altify
Overall Risk Meter
Top Failure Risks for Upland Altify
Upland Software, Inc. News
Upland Software Earns 43 Badges in G2’s Fall 2026 Market Reports
Upland Software earned 43 badges in G2's Fall 2026 Market Reports, highlighting its AI-powered solutions like Upland RightAnswers and Upland Panviva. These recognitions are based on customer reviews and reflect Upland's focus on unifying enterprise knowledge and data.
Upland Software and Carahsoft Partner to Expand Public Sector Impact
Upland Software has partnered with Carahsoft Technology Corp. to expand its reach in the public sector. Carahsoft will act as Upland's Master Government Aggregator, distributing Upland's knowledge management and contact center solutions through various government procurement channels. This partnership aims to enhance service delivery and compliance for government agencies by leveraging Upland's AI-powered technologies.
Upland Software Reports Second Quarter 2026 Financial Results
Upland Software announced its financial results for Q2 2026, reporting a total revenue of $49.1 million, an 8% decrease from the previous year due to divestitures. The company recorded a GAAP net loss of $35.3 million, primarily due to a non-cash goodwill impairment. Upland also issued guidance for Q3 and the full year of 2026, anticipating further revenue declines.
Upland Software Named in the 2026 Gartner Magic Quadrant for Customer ...
Upland Software has been recognized in the 2026 Gartner Magic Quadrant for Customer Service Knowledge Management Systems. This recognition highlights Upland's expertise in AI-powered knowledge management, particularly through its RightAnswers platform, which aids large organizations in delivering accurate information efficiently.
Upland Software, Inc. Profile
HQ Location
Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788
Employees
251-500
Social
Financials
PRIVATE
