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
"Average deal size increased by 250% when Customer Revenue Optimization principles were followed." - Yevette Jaszczak
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
"...Enable greater team visibility and collaboration on key sales accounts...." Account Planning Software
"...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
Why is Upland Altify the best choice for Opportunity Management?
Why is Upland Altify the best choice for Account Management?
How efficiently Does Upland Altify manage your Collaboration?
What solutions does Upland Altify provide for Coaching?
What makes Upland Altify ideal 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 |
|---|---|
|
Average deal size increased by 250% when Customer Revenue Optimization principles were followed. Testimonial By Yevette Jaszczak |
|
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 |
|
Altify Account Planning has helped us increase our sales velocity. Testimonial By Charlie Moss |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
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 |
|
Charlie Moss Director of Sales Operations for GTM Projects Anaplan |
Altify Account Planning has helped us increase our sales velocity. Testimonial By Charlie Moss |
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 Appoints Jennifer Simon as New Chief Financial Officer ...
Upland Software has appointed Jennifer Simon as its new Chief Financial Officer, effective August 17, 2026. Simon brings over two decades of experience in the software industry and private equity-backed leadership roles. This leadership change is expected to support Upland's transformation and growth initiatives.
Upland Software Earns 43 Badges in G2's Summer 2026 Market Reports
Upland Software earned 43 badges in G2's Summer 2026 Market Reports, highlighting the impact of its AI-powered solutions like Upland Panviva and Upland RightAnswers. These accolades reflect customer satisfaction and the effectiveness of Upland's products in delivering AI-driven results.
Upland Software Reports First Quarter 2026 Financial Results
Upland Software announced its financial results for the first quarter of 2026.
Upland Software Q1 revenue falls 24%, guides 2026
Upland Software reported a 24% decline in Q1 2026 revenue to $48.7 million, primarily due to 2025 divestitures. Despite the drop, the company exceeded guidance midpoints for revenue and Adjusted EBITDA, and introduced new AI-powered products like the Upland BA Insight Platform and AI Conversational Search for Upland Panviva Sidekick. Upland also expanded its customer base, adding 107 new customers and enhancing relationships with 189 existing ones.
Upland Software, Inc. Profile
HQ Location
Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788
Employees
251-500
Social
Financials
PRIVATE
