Upland Altify
Revenue Optimization Applications.
Overview
Altify, now part of Upland Software, provides applications that help revenue teams generate value and grow relationships with their customers. It is built 100% on the Salesforce platform and focuses on embedding sales methodologies directly into the CRM workflow. Its tools for account planning, opportunity management, and relationship mapping help teams execute complex sales with a structured approach.
✨ Key Features
- Account Planning
- Opportunity Management
- Relationship Mapping
- Whitespace Mapping
- Sales Methodology Integration
- Native Salesforce App
🎯 Key Differentiators
- 100% native Salesforce application
- Deep integration with popular sales methodologies (e.g., Miller Heiman)
- Focus on enterprise-grade revenue optimization
Unique Value: Brings strategic account planning and sales methodology directly into the Salesforce environment where sellers already work, increasing adoption and consistency.
🎯 Use Cases (4)
✅ Best For
- Large enterprise sales teams that use Salesforce and want to enforce a consistent sales methodology.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies not using Salesforce as their CRM.
🏆 Alternatives
As a native app, it offers a more seamless user experience and easier data integration within Salesforce compared to external planning tools.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
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