Upland Altify Overview

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

Use Cases

Customers recommend Opportunity Management, Account Management, Collaboration, as the business use cases that they have been most satisfied with while using Upland Altify.

Other use cases:

  • Coaching
  • Engagement Management
  • Forecasting
  • Lead Qualification
  • Competitive Intelligence
  • Sending & Publishing Communications
  • Training & Onboarding
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Upland Altify.

Other priorities:

  • Scale Best Practices
  • Acquire Customers
  • Increase Customer Life Time Value
  • Increase Average Basket Value
  • Improve Internal Communications
See all business priorities See less business priorities

Upland Altify Use-Cases and Business Priorities: Customer Satisfaction Data

Upland Altify works with different mediums / channels such as User Generated Content. and Blogs.

Reviews

"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

Upland Altify, belong to a category of solutions that help Revenue Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Upland Altify

Top Industries

  • Computer Software
  • Information Technology and Services
  • Hospital & Health Care

Popular in

  • Enterprise
  • Large Enterprise
  • Mid Market

Upland Altify is popular in Computer Software, Information Technology And Services, and Hospital & Health Care and is widely used by Enterprise, Large Enterprise, and Mid Market.

Comprehensive Insights on Upland Altify Use Cases

Why is Upland Altify the best choice for Opportunity Management?

How does Upland Altify address your Account Management Challenges?

What solutions does Upland Altify provide for Collaboration?

What benefits does Upland Altify offer for Coaching?

Why is Upland Altify the best choice for Engagement Management?

25+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Upland Altify solved their Revenue Management needs. Cuspera uses 313 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Revenue Management needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Upland Altify testimonial

JP Knapp

Country Manager UK

Vocera Communications

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 process. Testimonial By JP Knapp
Upland Altify testimonial

Brian Selby

SVP, Worldwide Sales Operations

Tableau

Altify is a key component of our sales methodology and a new muscle we are building on how we engage as a trusted advisor with our enterprise customers. Testimonial By Brian Selby
Upland Altify testimonial

Yevette Jaszczak

Senior Director, Sales Process & Methodology

Optum

Average deal size increased by 250% when Customer Revenue Optimization principles were followed. Testimonial By Yevette Jaszczak
CUSTOMERS TESTIMONIALS
Upland Altify testimonial

JP Knapp

Country Manager UK

Vocera Communications

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 process. Testimonial By JP Knapp
Upland Altify testimonial

Brian Selby

SVP, Worldwide Sales Operations

Tableau

Altify is a key component of our sales methodology and a new muscle we are building on how we engage as a trusted advisor with our enterprise customers. Testimonial By Brian Selby
Upland Altify testimonial

Yevette Jaszczak

Senior Director, Sales Process & Methodology

Optum

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

Case Studies

Publishing

CASE STUDY Boone Newspapers Inc.

Boone Newspapers Inc., a family-owned newspaper group, partnered with Second Street to implement a 'Best Of' ballot program. In their first year, they generated $1,200,000 in revenue. They revamped t...heir structure and sales execution, leading to a 1915% increase in users year-over-year. Additionally, they grew their email database by 47,132.

Manufacturing

CASE STUDY Trane Technologies

Trane Technologies improved supply chain visibility and collaboration with Upland Ultriva. They reduced inventory and improved order fill and on-time delivery rates. The company managed over $750 mil...lion in annual material spend through the Collaborative Supply Portal. They transitioned to a lean production model, reducing unnecessary inventory and optimizing storage costs.

Consumer Services

CASE STUDY HomeServe

HomeServe used Upland Rant & Rave software to improve customer experience. They focused on customer insights, language taxonomy, and business support. They aimed to enhance business processes and cus...tomer satisfaction. They used Speech Analytics and operational data to find improvement opportunities. They improved language quality in the Rant & Rave dashboard. They increased engagement and visibility of the software for strategic decisions.

Mechanical or Industrial Engineering

CASE STUDY DRA Global

DRA Global automated its project cost management with Upland PSA. This saved time and money, improved team collaboration, and enhanced decision-making. The company, with over 4,500 staff, faced chall...enges with manual systems for financial management. Upland PSA provided a single-platform solution, integrating with HR and ERP systems. This centralized and standardized data capture, saving hours every month and supporting DRA's growth.

Information Technology and Services

CASE STUDY Sage

Sage improved its Sales Customer Reference Program with Upland RO Innovation. The program influenced nearly 30% of new sales. It reduced the time sales reps spent searching for references by 85%. Sag...e now delivers 30 customer references per month on average. The program includes 800+ customer references across various verticals.

Food & Beverages

CASE STUDY Nestlé

Nestlé partnered with RightAnswers by Upland to improve their IT customer support. This helped reduce demand on support teams and improved the end user experience. Nestlé is the world's largest food ...and beverage company.

Video

Why do Sellers Use Altify Insights? Excerpt From Live Showcase

Video Thumbnail
lightning

Peers used Upland Altify for opportunity management and account management

Upland Altify Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.67/5 ★

Read Reviews (1)
Analytics

4.26/5 ★

Read Reviews (52)
Custom Reports

3.96/5 ★

Read Reviews (38)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.67/5 ★

Read Reviews (1)
Analytics

4.26/5 ★

Read Reviews (52)
Custom Reports

3.96/5 ★

Read Reviews (38)

Software Failure Risk Guidance

?

for Upland Altify

Overall Risk Meter

Low Medium High

Top Failure Risks for Upland Altify

Upland Software, Inc. News

Awards

Upland Software Earns 68 Badges in G2s Summer 2025 Market Reports - Nasdaq

Upland Software earned 68 badges in G2's Summer 2025 market reports, showcasing strong performance across its AI-powered knowledge management solutions. Products like Upland Panviva, Upland RightAnswers, and Upland Qvidian received multiple recognitions, highlighting their value in optimizing knowledge management and automating content workflows. These accolades reflect Upland's impact on enterprise organizations, enhancing customer experiences and ensuring compliance.

Financial

Upland Software to Release Fourth Quarter 2024 Financial Results on March 12, 2025

Upland Software will release its fourth quarter 2024 financial results on March 12, 2025, followed by a conference call and webcast.

Awards

Upland Software Earns 75+ Badges in G2 Winter 2025 Market Reports

Upland Software Earns 75+ Badges in G2 Winter 2025 Market Reports

Partnership

Upland Software Expands Cloud Fax Partnership with Konica Minolta in Major Tech Integration Deal

Upland Software strengthens its cloud fax services by partnering with Konica Minolta for a significant technology integration.

Upland Software, Inc. Profile

Company Name

Upland Software, Inc.

Company Website

https://uplandsoftware.com/

Year Founded

2010

HQ Location

Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Employees

251-500

Social

Financials

PRIVATE