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

How does Upland Altify address your Opportunity Management Challenges?

What makes Upland Altify ideal for Account Management?

How does Upland Altify facilitate Collaboration?

What Are the key features of Upland Altify for Coaching?

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

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

Johnson Controls, Inc. - Mechanical Or Industrial Engineering

PowerSteering helped Johnson Controls, Inc. expand its Six Sigma and continuous improvement programs. The company needed a better way to manage projects across 300+ global plants. PowerSteering suppo...rted over 600 CI professionals and 1,000 Green Belts, enabling about 10,000 projects each year. In one plant, over 70% of savings, nearly $1 million, came from projects shared from other plants. The software made it easy to share best practices and track results, leading to big cost savings and lower energy use.

A Fortune Global 500 oilfield services firm - Oil & Energy - Very Large

BA Insight delivered modern search solutions for a Fortune Global 500 oilfield services firm. The company needed to improve enterprise search and information access. BA Insight's platform enabled bet...ter search, discovery, and knowledge delivery. The solution helped unlock the firm's AI investments and improved employee productivity. The case highlights the impact of advanced search technology in the oil and energy sector.

Federated Media - Media Production

Upland Second Street helped Federated Media run public service campaigns with radio and digital contests. They worked with The City of Fort Wayne to raise awareness on key issues. The campaigns broug...ht in $13,600 in annual revenue. Community engagement and participation increased. Federated Media used quizzes and contests to educate and collect first-party data.

Incisive Media - Publishing

Incisive Media improved email deliverability with Upland Adestra's workshops. Open rates increased from 9.7% to 26% and 8.8% to 24% after implementing recommendations. Click-through rates also improv...ed significantly. The company plans to continue using the Premier Service Plan for ongoing improvements.

Nestlé - Food & Beverages

Nestlé partnered with RightAnswers by Upland to improve their IT customer support. This helped reduce demand on support teams and improved the end user experience. Nestlé is the world's largest food ...and beverage company.

USA Today - Media Production - Large

Upland Second Street powered a national sweepstakes for USA Today, generating $2.2M in revenue. The campaign featured HGTV stars and a $100,000 grand prize, driving 145,000 entries. USA Today gained ...thousands of new opt-ins and social followers. The interactive platform enabled strong audience engagement and first-party data growth. Strategic brand alignment boosted measurable results for the media company.

Why do Sellers Use Altify Insights? Excerpt From Live Showcase

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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 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.

Product

Upland Software Adestra Improves Marketing Impact With Multi-Channel Automation

Upland Software's Adestra enhances marketing impact through multi-channel automation, optimizing email marketing performance and maximizing digital ROI. Adestra integrates email with other digital touchpoints, offering sophisticated automation, flexible segmentation, and real-time analytics. This empowers marketers to deliver personalized experiences and improve engagement across customer journeys.

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