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
Cloud
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 Not Supported
Relationship Mapping Not Supported
Communication Matrix Not Supported
Account Segmentation Not Supported
Competitor Stacking Not Supported
Annual Account Plan Not Supported
Account Tracker Not Supported
Performance Metrics Not Supported
Dashboard Not Supported
Trend Monitoring Not Supported

Sales Acceleration

Email Tracking Not Supported
Email Templates Not Supported
Dialer Not Supported
Reporting Not Supported
Sales Intelligence Not Supported
Meeting Scheduler Not Supported
Sales Workflow Management Not Supported
Email Sequencing Not Supported
Campaign Management Not Supported
List Building Not Supported
Predictive Analytics Not Supported
Sales Gamification Not Supported
CPQ Not Supported

Sales Coaching

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

Sales Enablement

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

Sales Engagement

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

Sales Force Automation

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

Sales Performance Management

Incentive Compensation Management (ICM) Not Supported
Territory Management Not Supported
Quota Management Not Supported
Sales Planning & Forecasting Not Supported
Reporting / Analytics Not Supported
Predictive Sales Analytics Not Supported
Sales Coaching Analysis Not Supported
Sales Gamification Not Supported
Sales Performance Tracking Not Supported

Upland Altify Additional Categories