Upland Altify

Upland Altify

Upland Software
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About

Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel.

About

Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales execution platform – for your digital teams, call center agents, feet-on-street teams (sales, partner onboarding, service), and operations. LeadSquared cuts down all the noise that your teams constantly wade through and allows them just to focus on just their next task, enhancing their efficiency and helping them sell more. No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Large enterprise organizations and B2B sales teams

Audience

Companies searching for a sales CRM platform

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$25 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • #1- LeadSquared is the most versatile business software. #2- It offers the best marketing analytics. #3- It allows the organization to conduct email and social media campaigns in an automatic format. #4- Support team is very helpful.

Cons

  • #1- For us, their CRM structure is not up to the mark. #2- Subscription charges are high.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Upland Software
Founded: 2010
United States
www.altify.com

Company Information

LeadSquared
Founded: 2012
India
www.leadsquared.com

Alternatives

Alternatives

ezTask.io

ezTask.io

AppiVa Software
Cleomitra

Cleomitra

Yakria Technologies and Solutions Private Limited

Categories

Categories

CRM Supported
Field Sales Supported
Healthcare CRM Supported
Hotel CRM Supported
Insurance CRM Supported
Lead Capture Supported
Lead Management Supported
Sales Supported
Sales Acceleration Supported

Sales Force Automation Features

Call Management Not Supported
Campaign Management Not Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Not Supported
Email Marketing Not Supported
Field Sales Management Supported
Lead Management Not Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Supported
Territory Management Supported

Sales Coaching Features

Assessments Not Supported
Audio / Video Conferencing Not Supported
Built-In Course Authoring Supported
Call Recording Not Supported
Gamification Not Supported
Goal Setting / Tracking Supported
Learning Plans Supported
Onboarding Supported
Performance Metrics Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Not Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Not Supported
Proposal Management Supported
Territory Management Supported
Training Management Supported

Sales Engagement Features

Call Scripts / Call Steps Not Supported
CRM Integration Supported
Email Sequences Not Supported
Email Tracking / Automation Not Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Not Supported
Sales Automation Supported
Search Supported
Task Management Supported
Templates Not Supported
Workflow Management Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Integrations

Salesforce Supported
Axis LMS Not Supported
Chat Agents Not Supported
Cloud Dial Not Supported
Desktop.com Not Supported
EasyGoIVR Not Supported
Freshdesk Not Supported
HubSpot Data Hub Not Supported
ID Cloud Not Supported
Integry Not Supported
Lytics Not Supported
MyOperator Not Supported
Ringg AI Not Supported
SanCCS Not Supported
Shift Not Supported
Shopify Not Supported
Verloop.io Not Supported
Vitrify IVF Software Not Supported
WordPress Not Supported
ZoneBilling Supported

Integrations

Salesforce Supported
Axis LMS Supported
Chat Agents Supported
Cloud Dial Supported
Desktop.com Supported
EasyGoIVR Supported
Freshdesk Supported
HubSpot Data Hub Supported
ID Cloud Supported
Integry Supported
Lytics Supported
MyOperator Supported
Ringg AI Supported
SanCCS Supported
Shift Supported
Shopify Supported
Verloop.io Supported
Vitrify IVF Software Supported
WordPress Supported
ZoneBilling Not Supported
Claim Upland Altify and update features and information
Claim Upland Altify and update features and information
Claim LeadSquared and update features and information
Claim LeadSquared and update features and information