Audience

Large enterprise organizations and B2B sales teams

About Upland Altify

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.

Integrations

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Company Information

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

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online

Upland Altify Frequently Asked Questions

Q: What kinds of users and organization types does Upland Altify work with?
Q: What languages does Upland Altify support in their product?
Q: What kind of support options does Upland Altify offer?
Q: What other applications or services does Upland Altify integrate with?
Q: What type of training does Upland Altify provide?

Upland Altify Product Features

Account Planning

White Space Analysis
Relationship Mapping
Communication Matrix
Account Segmentation
Competitor Stacking
Annual Account Plan
Account Tracker
Performance Metrics
Dashboard
Trend Monitoring

Sales Acceleration

Email Tracking
Email Templates
Dialer
Reporting
Sales Intelligence
Meeting Scheduler
Sales Workflow Management
Email Sequencing
Campaign Management
List Building
Predictive Analytics
Sales Gamification
CPQ

Sales Coaching

Built-In Course Authoring
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics
Assessments
Audio / Video Conferencing
Call Recording
Gamification

Sales Enablement

Collaboration
Contact Management
Content Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Proposal Management
Territory Management
Training Management
Document Management
Presentation Management

Sales Engagement

CRM Integration
Lead Management
Reporting / Analytics
Sales Automation
Search
Task Management
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Sales / Voice Dialer
Templates
Workflow Management

Sales Force Automation

Contact Management
Field Sales Management
Opportunity Management
Performance Metrics
Sales Forecasting
Territory Management
Call Management
Campaign Management
Channel Management
Commission Management
Contract Management
Customer Database
Email Marketing
Lead Management
Proposal Generation
Referral Tracking

Sales Performance Management

Incentive Compensation Management (ICM)
Territory Management
Quota Management
Sales Planning & Forecasting
Reporting / Analytics
Predictive Sales Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking

Upland Altify Additional Categories