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.
"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
"Life was frustratin, I love technical accounting and complex accounting topics, but we had very little in the way of automation, which meant I was spending way too much time doing manual work. I would look at a number in a system and then manually o...pen a Word® document, type a number, open an Excel® document and enter the same number, then open a presentation and do the same thing. " - Megan Daniell
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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
Top Goals
Goals Achieved
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Increase sales & revenue
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Enhance customer relationships
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Scale best practices
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Acquire customers
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Increase customer life time value
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Increase average basket value
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Improve internal communications
- See 4 more
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Manage risk
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Scale best practices
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Improve visibility
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Establish thought leadership
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Enhance customer relationships
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Grow market share
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Improve digital and social presence
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Improve ROI
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Acquire customers
- See 6 more
Top Channels
Channels Used
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user generated content
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blogs
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offline
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e-mail
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trade shows
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social media
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on premises
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chat
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Slack
- See 6 more
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user generated content
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blogs
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offline
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e-mail
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trade shows
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social media
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on premises
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chat
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Slack
- See 6 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
