Comparison Summary

Upland Altify: Upland-altify solutions streamline complex sales processes directly within Salesforce. Sellers are enabled to focus on building relationships and improving collaboration.

Workiva: Workiva is a cloud platform that streamlines reporting and compliance by connecting data and teams in a secure, audit-ready environment. It offers ESG reporting, internal audit management, and SEC compliance to reduce risk and enhance transparency.

logo Upland Altify

Focus area

Software Failure Risk

  • medium

logo Workiva

Focus area

Software Failure Risk

  • low

Upland Altify and Workiva: Customer Satisfaction Data


Upland Altify in Action: Unique Use Cases

What benefits does Upland Altify offer for Opportunity Management?

How does Upland Altify facilitate Account Management?

What benefits does Upland Altify offer for Engagement Management?

Why is Upland Altify the best choice for Coaching?


Workiva in Action: Unique Use Cases

Why is Workiva the best choice for Collaboration?

What makes Workiva ideal for Workflow Management?

What Are the key features of Workiva for Market Research?

What solutions does Workiva provide for Content Management?

How does Workiva facilitate Training & Onboarding?

About

Account planning software for sales optimization

Cloud Platform that simplifies the complexities of reporting and compliance.

Age

2010

Financials

PRIVATE

SERIES C

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