cuspera logo CUSPERA
Search Your Reports For Vendors
Your Reports For Vendors

Upland Altify vs Avalara: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Upland Altify medium Failure Risk for Avalara low
Know More

Comparison Summary

This comparison report of Upland Altify vs. Avalara is based on a specific set of business needs and context. The comparison uses 2666 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upland Altify and Avalara

Upland Altify, and Avalara belong to a category of solutions that help Revenue Management. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Upland Altify covers Opportunity Management, Account Management with User Generated Content, Collaboration, Engagement Management, etc.

Avalara focuses on Compliance & Governance, Sales Document Management, Account Management with E-Mail, Performance Management, etc.

"The 5th largest deal in company history closed exactly on the day it was predicted eight months earlier. Sales Process Manager helped us see first-hand the accuracy of calculated close dates and value of having the knowledge built in to our sales pr...ocess. " - JP Knapp

"The automation allows me to run a company that’s very lean. We focus on sales and implementation, which generate revenue. " - Olivier Peardon

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Upland Altify

Focus area

Software Failure Risk

  • medium

logo Avalara

Focus area

Avalara is better than Upland Altify for

Software Failure Risk

  • low

About

Account planning software for sales optimization

Tax Compliance Software and Automated Solution

Age

2010

Financials

PRIVATE

Business Need

Total Processes
(we found evidences for)

38

39

Total Goals
(we found evidences for)

7

9

Top Processes

Evidences indicate better relative satisfaction

opportunity management

Read Reviews (17)

Read Reviews (0)

account management

Read Reviews (11)

Read Reviews (9)

collaboration

Read Reviews (8)

Read Reviews (0)

coaching

Read Reviews (8)

Read Reviews (0)

engagement management

Read Reviews (8)

Read Reviews (7)

engaging and following up

Read Reviews (5)

Read Reviews (7)

forecasting

Read Reviews (5)

Read Reviews (0)

lead qualification

Read Reviews (4)

Read Reviews (0)

competitive intelligence

Read Reviews (3)

Read Reviews (0)

communication management

Read Reviews (3)

Read Reviews (9)

sending & publishing communications

Read Reviews (3)

Read Reviews (3)

training & onboarding

Read Reviews (3)

Read Reviews (6)

generation of new leads

Read Reviews (3)

Read Reviews (0)

social media management

Read Reviews (2)

Read Reviews (1)

social media analytics

Read Reviews (2)

Read Reviews (0)

contact list management

Read Reviews (2)

Read Reviews (1)

lifetime value management

Read Reviews (2)

Read Reviews (0)

loyalty management

Read Reviews (2)

Read Reviews (0)

identify target customers

Read Reviews (2)

Read Reviews (0)

category management

Read Reviews (2)

Read Reviews (0)

revenue cycle management

Read Reviews (2)

Read Reviews (0)

sales document management

Read Reviews (1)

Read Reviews (37)

proposal & quote management

Read Reviews (1)

Read Reviews (22)

performance management

Read Reviews (1)

Read Reviews (8)

workflow management

Read Reviews (0)

Read Reviews (2)

compliance & governance

Read Reviews (0)

Read Reviews (110)

helpdesk management

Read Reviews (0)

Read Reviews (13)

rating and review management

Read Reviews (0)

Read Reviews (3)

knowledge management

Read Reviews (0)

Read Reviews (2)

billing and invoice management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Scale best practices

  • Acquire customers

  • Increase customer life time value

  • Increase average basket value

  • Improve internal communications

  • See 4 more

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Manage risk

  • Scale best practices

  • Improve digital and social presence

  • Improve internal communications

  • Improve ROI

  • See 6 more

Top Channels

Channels Used

  • e-mail

  • website

  • phone calls

  • chat

  • omnichannel

  • video

  • offline

  • on premises

  • mass media

  • television

  • See 7 more

  • e-mail

  • website

  • phone calls

  • chat

  • omnichannel

  • video

  • offline

  • on premises

  • mass media

  • television

  • See 7 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting