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Upland Altify vs Sage Intacct: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Upland Altify vs. Sage Intacct is based on a specific set of business needs and context. The comparison uses 14320 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upland Altify and Sage Intacct

Upland Altify, and Sage Intacct 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.

Sage Intacct focuses on Sales Document Management, Workflow Management, Revenue Cycle Management, Forecasting, 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 faster we grow, the more difficult it becomes for our two majority owners to maintain a hands-on approach with each restaurant. With Sage Intacct, we can now organize financials any way they need and provide better insight into the profitability... of certain locations or groups of restaurants. With Sage Intacct, we are able to filter our financials by region to see trends and analyze key figures to determine which regions are able to sustain growth or need attention. " - Tammy Getschman

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 Sage Intacct

Focus area

Sage Intacct is better than Upland Altify for

Software Failure Risk

  • low

About

Account planning software for sales optimization

Sage Intacct | The leading accounting and financial management software

Age

2010

2002

Financials

PRIVATE

M&A

Business Need

Total Processes
(we found evidences for)

38

81

Total Goals
(we found evidences for)

7

17

Top Processes

Evidences indicate better relative satisfaction


opportunity management


account management




engagement management

engaging and following up



lead qualification

lead qualification: technographic


competitive intelligence


communication management

sending & publishing communications


training & onboarding


generation of new leads



social media management

social media analytics


contact list management


lifetime value management


loyalty management

identify target customers



category management


revenue cycle management


sales document management

proposal & quote management




courses & assessment

create learning path


performance management


workflow management


helpdesk management


billing and invoice management



measuring customer satisfaction


customer feedback management

measuring customer satisfaction


campaign management


products & pricelist management


creating knowledge base


knowledge management

creating knowledge base



subscription management


distribution management



business development


community building


sales review & feedback


rating and review management


international marketing


merger and acquisition



compliance & governance



customer case management




motivation management



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
  • Acquire customers

  • Enhance customer relationships

  • Scale best practices

  • Increase sales & revenue

  • Improve ROI

  • Improve efficiency

  • Improve visibility

  • Improve stakeholder relations

  • Improve internal communications

  • Enter new markets internationally or locally

  • Establish thought leadership

  • Grow market share

  • Improve consistency

  • Increase customer life time value

  • Shorten ramp up time

  • Manage risk

  • Launch new products

  • See 14 more

Top Channels

Channels Used

  • offline

  • print media

  • magazine

  • website

  • e-mail

  • support groups

  • phone calls

  • events

  • trade shows

  • causes and charity

  • video

  • on premises

  • point of sale

  • games

  • chat

  • user generated content

  • blogs

  • channel partners

  • mobile

  • mobile app

  • promotions

  • See 18 more
  • offline

  • print media

  • magazine

  • website

  • e-mail

  • support groups

  • phone calls

  • events

  • trade shows

  • causes and charity

  • video

  • on premises

  • point of sale

  • games

  • chat

  • user generated content

  • blogs

  • channel partners

  • mobile

  • mobile app

  • promotions

  • See 18 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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Business Setting