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

Salesloft is a predictive revenue platform that helps sales teams prioritize actions, manage opportunities, engage prospects, and improve forecast visibility. The platform captures revenue signals from across a company’s sales stack and uses a data and AI engine to interpret activity, prioritize important events, and recommend next steps. Its product suite includes Cadence for sales engagement, Clari Forecast for forecasting, Conversation Intelligence, Deals, Inspect for pipeline inspection, Revenue Cadences, and Rhythm for workflow prioritization. Salesloft can surface next-best actions such as following up with engaged prospects, rescheduling missed meetings, adding accounts to cadences, or responding to deal activity. AI agents and human sellers can work together on tasks including forecast summaries, deal-risk plays, meeting preparation, and account follow-up.

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 Not Supported
Chromebook Not Supported

Audience

Large enterprise organizations and B2B sales teams

Audience

B2B sales teams, sales development representatives, account executives, sales managers, revenue operations teams, customer-facing revenue organizations, and executives that need coordinated sales engagement, forecasting, pipeline management, and AI-driven revenue workflows

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

No information available.
Free Version Not Supported
Free Trial Not 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 4.8 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.9 / 5

Pros & Cons from Real Users

Pros

  • It has strong integration with Salesforce and other CRM tools, allowing you to extract relevant information and update opportunities automatically. Salesloft has a simple and intuitive user interface that makes it easy to view, manage, and update your pipeline and forecast. It provides useful information and analysis to help sales representatives and managers identify risks, opportunities, trends, and patterns in their business. I like that it has a powerful forecasting module that helps sales teams improve their accuracy and confidence in their numbers. The conversation intelligence feature helps sales reps capture and analyze customer feedback and interactions. Salesloft has a product suite ecosystem that includes other products, which is a conversation intelligence tool that helps sales reps improve their skills and performance.
  • There are many features I loved but the topmost feature I liked is sales pipeline visualization. It gives a top-angle view to understand what's happening. It has an appealing user interface and is incredibly easy to onboard. It has the best pre-simplified sales cycle.
  • Call recording and clarity. Analytics. Ease of use and setup. Real time cue cards to help the sales person. Robust integration with CRMs and Callers. Upload call features.
  • I like Clari's ease of use and integration with our CRM to impact our sales and customer relationship mechanisms effectively. It has been instrumental for us to measure our sales productivity. It generates valuable reports to project our effectiveness, make forecasts and develop future strategies to have the expected sales performance.
  • It is a software with a simple and intuitive interface that integrates with our CRM, generates analytics to get an idea of the current reality of our business and allows us to have future projections to take the necessary forecasts and devise strategies for sales and customer relationship. It has an excellent reporting function and excellent customer service.

Cons

  • It can be expensive for some companies, especially if they need to use multiple products in the product suite ecosystem. Sometimes it is buggy or slow at times, which can affect the user experience and data quality. Sometimes it is redundant or overlaps with some of the capabilities of Salesforce or other CRM tools, if used correctly. Salesloft may have issues with data synchronization or migration when there are changes in the organization or sales structure. Disappointing is the limitations in its reporting and dashboard features, which can make it difficult to customize or filter data.
  • Never faced any major issues while using Salesloft for our sales process.
  • Transcription quality is sometimes bad but on par with the other competitors.
  • The sales reports and forecasts are not structured in the best way; they could be more organized, it would make everything easier for our work team.
  • The reports are not customizable and its structure could be improved, other than that there has been nothing that I dislike about this software, it works well.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Salesloft
Founded: 2011
United States
salesloft.com

Alternatives

Alternatives

ZoomInfo Sales

ZoomInfo Sales

ZoomInfo

Categories

Categories

AI Sales Agents Supported
AI Sales Tools Supported
AI SDR Supported
Cold Email Supported
Email Tracking Supported
Inside Sales Supported
Sales Acceleration Supported
Sales Enablement Supported
Sales Engagement Supported
Sales Forecasting 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

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 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 Enablement Features

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

Sales Engagement Features

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

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Sales Forecasting Features

Competitor Analysis Not Supported
Correlation Analysis Not Supported
Dashboard Supported
Dynamic Modeling Not Supported
Exception Reporting Not Supported
Graphical Data Presentation Not Supported
Modeling & Simulation Not Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Not Supported

Integrations

LinkedIn Supported
LinkedIn Sales Navigator Supported
Salesforce Supported
BI Book Not Supported
Cognism Not Supported
Consensus Not Supported
FlashRev Not Supported
Jiminny Not Supported
Kixie PowerCall & SMS Not Supported
Latitude Not Supported
Lead411 Not Supported
OneMob Not Supported
RambleChat Not Supported
ScreenApp Not Supported
Stack Moxie Not Supported
Storydoc Not Supported
Videolicious Not Supported
Workers by Delos Not Supported
YesInsights Not Supported
iFOLIO Not Supported

Integrations

LinkedIn Supported
LinkedIn Sales Navigator Supported
Salesforce Supported
BI Book Supported
Cognism Supported
Consensus Supported
FlashRev Supported
Jiminny Supported
Kixie PowerCall & SMS Supported
Latitude Supported
Lead411 Supported
OneMob Supported
RambleChat Supported
ScreenApp Supported
Stack Moxie Supported
Storydoc Supported
Videolicious Supported
Workers by Delos Supported
YesInsights Supported
iFOLIO Supported
Claim Upland Altify and update features and information
Claim Upland Altify and update features and information
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