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

"Average deal size increased by 250% when Customer Revenue Optimization principles were followed." - Yevette Jaszczak

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 solutions does Upland Altify provide for Opportunity Management?

How can Upland Altify enhance your Account Management process?

What makes Upland Altify ideal for Collaboration?

How can Upland Altify enhance your Coaching process?

What Are the key features of Upland Altify 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

Yevette Jaszczak

Senior Director, Sales Process & Methodology

Optum

Average deal size increased by 250% when Customer Revenue Optimization principles were followed. Testimonial By Yevette Jaszczak
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
CUSTOMERS TESTIMONIALS
Upland Altify testimonial

Yevette Jaszczak

Senior Director, Sales Process & Methodology

Optum

Average deal size increased by 250% when Customer Revenue Optimization principles were followed. Testimonial By Yevette Jaszczak
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

H&M Bay - Transportation/Trucking/Railroad

InterFAX helped H&M Bay set up disaster recovery for cloud fax. H&M Bay needed a secure and reliable fax solution. InterFAX provided cloud-based faxing for business continuity. The company improved i...ts disaster recovery process. Fax communications stayed secure and available. H&M Bay now has a dependable fax system for critical operations.

Post & Schell - Legal Services

Post & Schell, a law firm, digitized records to improve access to legal files. They reduced paper storage by 75% before moving to a smaller office. AccuRoute's integration with iManage made documents... text-searchable and accessible from anywhere. The firm implemented digital mailroom processes, allowing attorneys to access urgent files anytime.

HomeServe - Consumer Services

HomeServe used Upland Rant & Rave software to improve customer experience. They focused on customer insights, language taxonomy, and business support. They aimed to enhance business processes and cus...tomer satisfaction. They used Speech Analytics and operational data to find improvement opportunities. They improved language quality in the Rant & Rave dashboard. They increased engagement and visibility of the software for strategic decisions.

DRA Global - Mechanical Or Industrial Engineering

DRA Global automated its project cost management with Upland PSA. This saved time and money, improved team collaboration, and enhanced decision-making. The company, with over 4,500 staff, faced chall...enges with manual systems for financial management. Upland PSA provided a single-platform solution, integrating with HR and ERP systems. This centralized and standardized data capture, saving hours every month and supporting DRA's growth.

Immediate Media Co. - Media Production

Immediate Media Co. worked with Adestra to improve email engagement for BBC Good Food consumers. They used Upland Software's Adestra to create a personalized digital experience. This led to a 6.5% hi...gher click-through rate for personalized emails. Consumers were 133% more likely to click on personalized content sections. There was a 49% increase in sign-ins from those who clicked through the personalized email. Page views increased by 13%.

Trane Technologies - Manufacturing

Upland Ultriva helped Trane Technologies improve supply chain visibility and collaboration. Trane wanted better control over supply chain processes and to cut down on inventory and storage costs. Wit...h Ultriva, Trane streamlined its raw material supply chain, moved from build to forecast to lean production, and aligned production planning with real customer demand. Trane reduced inventory by over 25%, managed $750 million in annual material spend, and achieved a 98% accuracy rate with RFID scans. The solution enabled over 10,000 inventory transfers between Ultriva and Oracle.

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

Awards

Upland Software Earns 49 Badges in G2s Fall 2025 Market Reports

Upland Software earned 49 badges in G2s Fall 2025 Market Reports, highlighting the impact of its AI-powered solutions like Upland Qvidian and Upland BA Insight. These recognitions underscore Upland's commitment to delivering value through knowledge management and workflow automation, as noted by Chief Operating and Product Officer Dan Doman.

Product

Upland RightAnswers is Now Available in AWS Marketplace - Directors Club News -

Upland Software has launched a major update for its RightAnswers Knowledge Management solution, now KCS v6 verified. The release enhances user experience, integrates machine learning for content translation, and improves AI-enabled support. It aims to boost productivity, user satisfaction, and enterprise operations. Paychex, a long-time user, is an early adopter of this update, which was developed based on their feedback.

Financial

Upland ( UPLD ) Q2 Revenue Falls 23 % | The Motley Fool

Upland Software reported a 23% year-over-year revenue decline in Q2 2025, attributed to strategic divestitures. Despite the drop, adjusted EBITDA margin improved to 25% due to a focus on high-margin core operations. The company continues to integrate AI features across its products, including updates to the Panviva, InterFAX, and Adestra platforms. Upland added 100 new customers and expanded relationships with 263 existing clients.

Awards

Upland Software Earns 68 Badges in G2s Summer 2025 Market Reports - Nasdaq

Upland Software earned 68 badges in G2's Summer 2025 market reports, showcasing strong performance across its AI-powered knowledge management solutions. Products like Upland Panviva, Upland RightAnswers, and Upland Qvidian received multiple recognitions, highlighting their value in optimizing knowledge management and automating content workflows. These accolades reflect Upland's impact on enterprise organizations, enhancing customer experiences and ensuring compliance.

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