Upland Altify Reviews for 2025
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What is Upland Altify?
Upland Altify is a sales acceleration platform designed to maximize sales effectiveness. It combines innovative technology with expert strategy and methodology for account planning and opportunity management, all while integrating natively with Salesforce.
Altify offers several solutions. Altify Insights helps users understand key stakeholders and how their solutions can address business challenges, aligning with customer goals. The Sales Process Manager maps an effective, repeatable sales process to the customer’s buying cycle, providing the right information at the right time. Opportunity Manager aids in assessing and qualifying new deals while aligning with customers’ business motivations. Account Manager facilitates team visibility and collaboration on key accounts, identifying opportunities to grow and retain revenue.
Altify aims to boost sales effectiveness by enabling better collaboration, uncovering opportunities, and driving more revenue. The platform provides analytics and reporting, tracking sales velocity, deal size, win rates, and other KPIs. It also supports top-ranked sales methodologies with deep sales insights and critical signals.
Found in these Categories
Best For
- Medium Business
- Large Enterprise
Upland Altify Pricing
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Upland Altify Features
- Activity Dashboard
- Collaboration Tools
- Workflow Management
- Training Management
- Third-Party Integrations
- Reporting/Analytics
- Content Management
- Onboarding
- Sales Pipeline Management
- Proposal Management
- Field Sales Management
- Meeting Management
- Contact Management
- Performance Metrics
- Performance Management
- Forecasting
- Goal Setting/Tracking
- Goal Management
- Access Controls/Permissions
- Activity Tracking
- Activity/News Feed
- Alerts/Notifications
- Built-in Course Authoring
- CRM
- Commenting/Notes
- Contact Database
- Customizable Fields
- Customizable Reports
- Dashboard
- Data Import/Export
- Data Visualization
- Drag & Drop
- Dynamic Modeling
- Engagement Tracking
- Exception Reporting
- For Sales Teams/Organizations
- Graphical Data Presentation
- Interaction Tracking
- Lead Management
- Lead Qualification
- Learning Paths/Tracks
- Modeling & Simulation
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prioritization
- Prospecting Tools
- Real Time Analytics
- Real Time Data
- Sales Reports
- Sales Trend Analysis
- Real Time Notifications
- Real Time Reporting
- Sales Forecasting
- Sales Onboarding & Training
- Real Time Updates
- Recommendations
- Reminders
- Reporting & Statistics
- Revenue Management
- Sales Activity Management
- Sales Automation
- Search/Filter
- Segmentation
- Statistical Analysis
- Task Management
- Task Scheduling
- Territory Management
User Sentiment - Upland Altify Reviews
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Comprehensive Feature Set
Users appreciate the extensive features of Upland Altify, including relationship mapping, opportunity management, and sales process management, which collectively help in driving sales performance and achieving targets.
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Excellent Customer Support
The customer service is highly rated, with users noting prompt and helpful support that aids in resolving issues effectively.
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Strategic Account Planning
The software’s ability to provide detailed insights and strategic account planning tools is valued for helping businesses uncover opportunities and grow revenue in key accounts.
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Sales Process Guidance
The Sales Process Manager feature is particularly praised for guiding sellers through a structured process, making sales cycles faster and more predictable.
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Integration with Salesforce
As it is built natively on Salesforce, users benefit from seamless integration and the ability to leverage existing Salesforce data for enhanced sales insights and actions.
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Ease of Use
Some users find the interface not as user-friendly as expected, indicating a steeper learning curve compared to other CRM tools.
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Data Entry Requirements
The software requires significant data entry, which can be cumbersome for users, particularly when setting up and filling out forms for demos and other activities.
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Limited Free Trial
Potential customers have noted the absence of a free trial, which makes it difficult to evaluate the software’s effectiveness before committing to a purchase.
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Pricing Structure
Some users feel that the pricing, which starts at $20 per user per month, can be a bit high for smaller businesses or startups.
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Customization Complexity
While the software offers robust features, customizing it to specific business needs can be complex and may require additional support or training.
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Upland Altify Company Details
Company Name
Upland Software
Headquarters
United States
Website
uplandsoftware.com
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