A journey into smart account planningLearn more Altify Overview Relationship Map Account Manager Opportunity Manager Sales Process Manager Sales Reference Manager Request a demo Account planning software for sales optimization Combine innovative technology with expert strategy and methodology for account planning, opportunity management, and more. Request a demo Grow revenue in key accounts and win the deals that matter. Optimize your enterprise sales cycle. Align your revenue team to deliver value with every customer interaction and drive account success. Move from pitching products to aligning with customer strategy. Identify account whitespace and business initiatives to grow revenue potential. Deliver intelligent, end-to-end guided selling. Empower sales performance by coaching your team to account progression and improved sales velocity. Highlight vulnerabilities with real-time notifications and in-context actions. Provide rich analytics and contextual next steps directly from Salesforce. Generate insights to focus on deals you can win. Identify key decision makers and business problems, enable greater visibility, and create strategic opportunity plans to guide sellers toward closing. Get Salesforce-native software for seamless value. Altify guides your sellers with contextual actions, insights, and best practices right within Salesforce. Align your extended revenue team. Unite sales, marketing, and customer success with a single customer view to enable better collaboration, uncover gaps, and drive more revenue. 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. Brian Selby SVP, Worldwide Sales Operations, Tableau Increase your sales velocity. Activate one or more purpose-built products for smarter account planning, opportunity management, and revenue growth. Relationship Map Forge a deeper understanding of key decision makers and influencers. Track political and support status, decision criteria, and coverage. Visualize contacts, hierarchies, and relationships to identify influence. Learn more Sales Process Manager Map an effective, repeatable sales process to your customer’s buying cycle. Give sellers the right information at the right times to progress the sale. Track progress and enable predictive insights for more accurate forecasting. Learn more Opportunity Manager Assess and qualify new deals to pursue opportunities you can win. Align with customers’ business challenges to gain executive credibility. Collaborate across the entire revenue team to create winning strategies. Learn more Account Manager Enable greater team visibility and collaboration on key sales accounts. Identify gaps and opportunities to expand and retain revenue. Get out-of-the-box Tableau or Salesforce Einstein analytics to measure KPIs. Learn more Sales Reference Manager Strengthen your prospect’s trust and win deals faster with peer-to-peer references. Displays the references most applicable to the opportunity and most likely to move the deal forward. Increase the likelihood of closed-won opportunities. Learn more Reliable products. Real results. Ciena BT Enterprise Altify Ciena upleveled their sales approach When Ciena acknowledged that Salesforce wasn’t a strong enough sales tool, they looked to Altify to help empower their team. Read more Intelligent. Insightful. Easy to use. Skyrocket sales performance with useful tools, rich analytics, and actionable guided selling, all in a user-friendly package. 100% Salesforce native Managed application with quick deployment Simple to configure and use Salesforce-approved reliability, scalability, and security Guided, contextual selling Informed by augmented intelligence Supports top-ranked sales methodologies with deep sales insights and critical signals Real-time notifications to address activities in the sales process Sales enablement materials surfaced within the buying stage Analytics and reporting Tracks sales velocity, deal size, win rates, and other KPIs Configureable to measure other leading and lagging indicators Out-of-the-box reporting with Salesforce Einstein and Tableau Extendibility to other analytics solutions Visual and interactive features Planning tools with drag-and-drop, custom notes, and collaboration Real-time opportunity overview with health indicators and action items 360-degree summary dashboards of account and opportunity plans Change isn’t easy. We can help. Our experienced sales training team can help your enterprise transform sales behaviors and get more out of Upland Altify. We can help with: Executive alignment workshops to identify goals, plans, and roles Comprehensive training for sales leads to implement with their teams Detailed goal-setting and measurement to define success and monitor progress Ongoing coaching to ensure adoption and improve outcomes Want to know more? Let’s talk And that’s just the beginning. Let us show you what Upland Altify can do. Request a demo Sales performance, amplified Pair Upland Altify with other Upland products to boost optimization and streamline sales processes in every direction. Qvidian RFP response and proposal management software to win new business faster. Learn more RO Innovation Customer reference software to strengthen relationships and close deals faster. Learn more Kapost Content operations software to create digital assets that drive conversions. Learn more See more products for Sales Bring your A game. Level up your account planning with live, virtual classes or elect for self-paced, online courses. Learn more Resources to drive impact EBOOK Know Relationships. Know Sales. BLOG Account Planning: Building for Long-Term Revenue 5 minute read BLOG Why “People Buy From People” is still true in the digital age 4 minute read See all resources Ready to get things done? Let’s get to work PRODUCTS Altify BlueVenn Cimpl InGenius InterFAX Mobile Messaging View all JOB FUNCTIONS Business Operations Contact Center HR & Legal IT Marketing Project Management Sales COMPANY About Team Careers News Investor Relations Acquisition Strategy GET MORE Events Success Stories Resources Contact Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788, USA Facebook Twitter LinkedIn © Upland Software, Inc. All Rights Reserved.