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Upland Altify vs Workiva: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Upland Altify medium Failure Risk for Workiva low
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Comparison Summary

This comparison report of Upland Altify vs. Workiva is based on a specific set of business needs and context. The comparison uses 2458 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upland Altify and Workiva

Upland Altify, and Workiva 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.

Workiva focuses on Collaboration, Workflow Management, Market Research with User Generated Content, Content Management, etc.

"Average deal size increased by 250% when Customer Revenue Optimization principles were followed. " - Yevette Jaszczak

"There are significant benefits to using the internal audit management solution from Workiva versus doing it through workbooks and documents: those workflows, those PBC requests, being able to see where you stand. " - Ruth Nouanesengsy

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 Workiva

Focus area

Software Failure Risk

  • low

About

Account planning software for sales optimization

Cloud Platform that simplifies the complexities of reporting and compliance.

Age

2010

Financials

PRIVATE

SERIES C

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 (0)

collaboration

Read Reviews (8)

Read Reviews (104)

coaching

Read Reviews (8)

Read Reviews (0)

engagement management

Read Reviews (8)

Read Reviews (6)

engaging and following up

Read Reviews (5)

Read Reviews (6)

forecasting

Read Reviews (5)

Read Reviews (5)

lead qualification

Read Reviews (4)

Read Reviews (4)

lead qualification: technographic

Read Reviews (0)

Read Reviews (4)

competitive intelligence

Read Reviews (3)

Read Reviews (2)

communication management

Read Reviews (3)

Read Reviews (8)

sending & publishing communications

Read Reviews (3)

Read Reviews (8)

training & onboarding

Read Reviews (3)

Read Reviews (9)

generation of new leads

Read Reviews (3)

Read Reviews (2)

social media management

Read Reviews (2)

Read Reviews (7)

social media analytics

Read Reviews (2)

Read Reviews (7)

contact list management

Read Reviews (2)

Read Reviews (1)

lifetime value management

Read Reviews (2)

Read Reviews (1)

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 (6)

courses & assessment

Read Reviews (1)

Read Reviews (4)

create learning path

Read Reviews (1)

Read Reviews (2)

performance management

Read Reviews (1)

Read Reviews (3)

workflow management

Read Reviews (0)

Read Reviews (24)

content management

Read Reviews (0)

Read Reviews (11)

helpdesk management

Read Reviews (0)

Read Reviews (5)

products & pricelist management

Read Reviews (0)

Read Reviews (3)

compliance & governance

Read Reviews (0)

Read Reviews (3)

customer feedback management

Read Reviews (0)

Read Reviews (2)

trade show marketing

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

  • Manage risk

  • Scale best practices

  • Improve visibility

  • Establish thought leadership

  • Enhance customer relationships

  • Grow market share

  • Improve digital and social presence

  • Improve ROI

  • Acquire customers

  • See 6 more

Top Channels

Channels Used

  • user generated content

  • blogs

  • offline

  • e-mail

  • trade shows

  • social media

  • on premises

  • chat

  • Slack

  • See 6 more

  • user generated content

  • blogs

  • offline

  • e-mail

  • trade shows

  • social media

  • on premises

  • chat

  • Slack

  • See 6 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

{{{rsh_C_1}}}

low

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting