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.
Business Priorities
Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Upland Altify.
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 benefits does Upland Altify offer for Opportunity Management?
How does Upland Altify facilitate Account Management?
How does Upland Altify facilitate Collaboration?
How can Upland Altify optimize your Coaching Workflow?
What Are the key features of Upland Altify for Engagement Management?
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 |
|---|---|
|
Altify Account Planning has helped us increase our sales velocity. Testimonial By Charlie Moss |
|
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 |
|
Average deal size increased by 250% when Customer Revenue Optimization principles were followed. Testimonial By Yevette Jaszczak |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Charlie Moss Director of Sales Operations for GTM Projects Anaplan |
Altify Account Planning has helped us increase our sales velocity. Testimonial By Charlie Moss |
|
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 |
|
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
CASE STUDY Post & Schell
CASE STUDY United Wholesale Mortgage
CASE STUDY Johnson Controls, Inc.
CASE STUDY Trane Technologies
CASE STUDY Commvault
CASE STUDY Georgia State University IT PMO
Video
Why do Sellers Use Altify Insights? Excerpt From Live Showcase
Peers used Upland Altify for opportunity management and account management
Upland Altify Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (52) |
| Custom Reports | Read Reviews (38) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Analytics | Read Reviews (52) |
| Custom Reports | Read Reviews (38) |
Software Failure Risk Guidance
?for Upland Altify
Overall Risk Meter
Top Failure Risks for Upland Altify
Upland Software, Inc. News
Upland Software Earns 49 Badges in G2s Fall 2025 Market Reports
Upland Software earned 49 badges in G2s Fall 2025 Market Reports, highlighting the impact of its AI-powered solutions like Upland Qvidian and Upland BA Insight. These recognitions underscore Upland's commitment to delivering value through knowledge management and workflow automation, as noted by Chief Operating and Product Officer Dan Doman.
Upland RightAnswers is Now Available in AWS Marketplace - Directors Club News -
Upland Software has launched a major update for its RightAnswers Knowledge Management solution, now KCS v6 verified. The release enhances user experience, integrates machine learning for content translation, and improves AI-enabled support. It aims to boost productivity, user satisfaction, and enterprise operations. Paychex, a long-time user, is an early adopter of this update, which was developed based on their feedback.
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.
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.
Upland Software, Inc. Profile
HQ Location
Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788
Employees
251-500
Social
Financials
PRIVATE
