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

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

"...Activate one or more purpose-built products for smarter account planning, opportunity management, and revenue growth. ..." Account Planning Software
"...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

How can Upland Altify enhance your Opportunity Management process?

What makes Upland Altify ideal for Account Management?

What solutions does Upland Altify provide for Collaboration?

How can Upland Altify enhance your Coaching process?

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
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

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
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
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

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
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
 

PPG Industries - Manufacturing - Very Large

Pittsburgh, USA

ComSci helped PPG Industries improve IT cost visibility. Managers now track spending and validate charges with dashboards. The solution replaced a legacy system, making data more accurate and easy to... use. PPG uses ComSci modules for billing, demand management, and analytics. This led to better control of IT consumption and reduced overall spend.

 

Fortune 100 financial services firm - Financial Services - Very Large

New York, USA

Upland ComSci helped a Fortune 100 financial services firm allocate $50 million in IT expenses to the right business lines. The firm used ComSci to gain detailed IT financial insight and improve cost... transparency. Senior leaders now use ComSci data to make critical business decisions. The tool enabled real-time, consumption-based conversations and streamlined data gathering. Managers can now accurately forecast technology costs and approve projects with confidence.

 

A large retail brokerage and bank - Financial Services - Very Large

Upland ComSci helped a large retail brokerage and bank gain full visibility into IT costs. The firm struggled with unclear technology cost allocation and rising regulatory expenses. ComSci provided a... single, holistic view of IT spend, enabling better collaboration between IT and business units. Reporting that once took six months now takes one day. The bank can now make strategic decisions with accurate, unified data.

 

Immediate Media Co. - Media Production - Large

London, UK

Immediate Media Co. used Upland Adestra to personalize emails for BBC Good Food consumers. Personalized emails led to a 6.5% higher click-through rate. Users were 133% more likely to click on persona...lized content. There were 49% more sign-ins from those who clicked through personalized emails. Page views increased by 13%.

 

Salem Five Bank - Banking - Medium

Salem, USA

Salem Five Bank uses Panviva to train new contact center agents faster. The bank faces a tough job market for skilled agents with banking experience. Panviva helps new hires learn complex processes q...uickly. This reduces the time it takes for agents to become competent on the phones. The learning curve for new recruits is much shorter with Panviva.

 

Zimmer Radio, Inc. - Media Production - Medium

Joplin, USA

Zimmer Radio, Inc. used Second Street to run a "Mutt Madness" contest during March basketball season. The contest drove over 2,000 participants and 200 photo entries. Cornerstone Animal Hospital, the... sponsor, gained 600+ new email subscribers and saw a $20,000 year-over-year sales increase. Zimmer Radio earned $2,500 in sponsorship revenue and grew its own email list. Social media and email marketing were key to the campaign's success.

Why do Sellers Use Altify Insights? Excerpt From Live Showcase

Video Thumbnail
lightning

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 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.

Awards

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 badges reflect customer satisfaction and the company's focus on unifying enterprise knowledge and data for actionable outcomes.

Partnership

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.

Financial

Upland Software Reports Second Quarter 2026 Financial Results - Yahoo Finance

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 prior divestitures. The company also issued guidance for Q3 and full-year 2026, projecting further revenue declines. Despite the losses, Upland added 81 new customers and expanded relationships with 200 existing ones.

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