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
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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
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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

"Altify Account Planning has helped us increase our sales velocity." - Charlie Moss

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

What solutions does Upland Altify provide for Opportunity Management?

How efficiently Does Upland Altify manage your Account Management?

What solutions does Upland Altify provide for Collaboration?

How does Upland Altify facilitate Coaching?

How does Upland Altify address your Engagement Management Challenges?

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

Charlie Moss

Director of Sales Operations for GTM Projects

Anaplan

Altify Account Planning has helped us increase our sales velocity. Testimonial By Charlie Moss
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

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

Charlie Moss

Director of Sales Operations for GTM Projects

Anaplan

Altify Account Planning has helped us increase our sales velocity. Testimonial By Charlie Moss
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

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

Financial Services

CASE STUDY United Wholesale Mortgage

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced handwritten notes with a digital system, making it easy to track eve...ry client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.

Manufacturing

CASE STUDY Trane Technologies

Upland Ultriva helped Trane Technologies improve supply chain visibility and collaboration. Trane wanted better control over supply chain processes and to cut down on inventory and storage costs. Wit...h Ultriva, Trane streamlined its raw material supply chain, moved from build to forecast to lean production, and aligned production planning with real customer demand. Trane reduced inventory by over 25%, managed $750 million in annual material spend, and achieved a 98% accuracy rate with RFID scans. The solution enabled over 10,000 inventory transfers between Ultriva and Oracle.

Mechanical or Industrial Engineering

CASE STUDY Johnson Controls, Inc.

PowerSteering helped Johnson Controls, Inc. expand its Six Sigma and continuous improvement programs. The company needed a better way to manage projects across 300+ global plants. PowerSteering suppo...rted over 600 CI professionals and 1,000 Green Belts, enabling about 10,000 projects each year. In one plant, over 70% of savings, nearly $1 million, came from projects shared from other plants. The software made it easy to share best practices and track results, leading to big cost savings and lower energy use.

Education

CASE STUDY Georgia State University IT PMO

Eclipse PPM helped Georgia State University IT PMO improve project governance and reporting. The team gained a 69% project success rate and 96.6% customer satisfaction. Demand for PMO services increa...sed by 400%. The solution gave them a single view of all projects and better reporting. The IT PMO became a trusted partner and grew its team from two to ten.

Legal Services

CASE STUDY Post & Schell

AccuRoute helped Post & Schell digitize records and mail processes. The law firm needed to reduce paper storage and give attorneys better access to documents. AccuRoute integrated with iManage to sca...n, OCR, and store files for easy access. Post & Schell cut paper storage by 75%. Attorneys now get digital mail and can access files from anywhere. The firm increased billable hours and improved efficiency with the new system.

Information Technology and Services

CASE STUDY Commvault

Kapost helped Commvault organize and align their marketing strategy. Before Kapost, Commvault struggled with scattered content and no clear strategy. Kapost provided a single source of truth and impr...oved team alignment. The platform made a company rebrand easy and streamlined content management. Commvault saw a 30% increase in deals, 15% increase in web traffic, and 20% increase in win rates.

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

Financial

Upland ( UPLD ) Q2 Revenue Falls 23 % | The Motley Fool

Upland Software reported a 23% year-over-year revenue decline in Q2 2025, attributed to strategic divestitures. Despite the drop, adjusted EBITDA margin improved to 25% due to a focus on high-margin core operations. The company continues to integrate AI features across its products, including updates to the Panviva, InterFAX, and Adestra platforms. Upland added 100 new customers and expanded relationships with 263 existing clients.

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

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