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Upland Altify

Tekpon Score

Upland Altify Reviews

& Product Details

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

Grow revenue in key accounts and win the deals that matter.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Upland Software

  • Located In

    United States

  • Website


Starting from:


Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

This tool doesn't have a publicly shown pricing plan. Get in contact with their sales team to get more details.

  • 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

Additional Features

  • 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


Tekpon Score
  • Google Docs

    Document Management Software

  • Slack

    Team Collaboration Software

  • Quip

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  • Salesforce CRM

    CRM Software

Global Average Score
  • 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​​.

  • Excellent Customer Support

    The customer service is highly rated, with users noting prompt and helpful support that aids in resolving issues effectively.

  • 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​.

  • 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.

  • 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.

  • Ease of Use

    Some users find the interface not as user-friendly as expected, indicating a steeper learning curve compared to other CRM tools​​.

  • 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​.

  • 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​.

  • 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​.

  • Customization Complexity

    While the software offers robust features, customizing it to specific business needs can be complex and may require additional support or training​.


Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.

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