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Description

Upland Altify stands as a leader in revenue optimization, dedicated to empowering businesses to extract maximum value from every customer interaction to enhance their revenue streams. The concept of Customer Revenue Optimization (CRO) is pivotal in equipping sales teams to secure critical opportunities, expand revenue within their primary accounts, and refine sales execution by synchronizing the broader revenue team. Altify's CRO applications, seamlessly integrated into the Salesforce platform, assist countless sales professionals, leaders, and executives in achieving ongoing optimization of customer revenue and sustained sales achievements. The ALTIFY SALES PROCESS MANAGER is designed to direct sellers through a systematic and validated sales approach, enhancing their chances of achieving favorable results for both themselves and their clients. Utilizing established industry templates tailored to fit your organization, the Sales Process Manager visually outlines your sales workflow, providing essential links to the appropriate content and tools necessary for your sales team to effectively navigate opportunities through the sales funnel, ensuring a streamlined and effective sales experience. By implementing these strategies, companies not only maximize their sales potential but also foster lasting relationships with their customers.

Description

Demodesk is the number one customer meeting platform for success teams and sales reps. Our platform empowers customer-facing reps to be top performers by guiding them in real time, automating non-selling tasks, and engaging customers at a whole new level. Demodesk automatically loads the best playbook into every customer meeting, providing reps with the right slides and web apps to present, talk tracks, and battle cards on the spot. Sales teams can automate tasks that are not related to selling, such as meeting preparation, scheduling, and CRM documentation. Our screen sharing technology allows customers to interact with the software during meetings. AI-based insights allow sales leaders to understand what's happening on the call, what works, and coach teams in an environment where everyone works remotely. Demodesk seamlessly integrates with your entire tech stack, including G Suite, Microsoft Office and Salesforce.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
AccessOwl No 
AccuRoute Yes 
Aircall No 
Cal ID No 
Gmail No 
Gong No 
Google Calendar No 
HubSpot CRM No 
HubSpot Customer Platform No 
Intercom No 
Jiminny No 
LinkedIn Sales Navigator Yes 
Microsoft Outlook No 
Motileo No 
Pipedrive No 
Quip Yes 
Upland Intelligent Capture Yes 
Zapier No 
ZoneBilling Yes 

Integrations

Salesforce Yes 
AccessOwl Yes 
AccuRoute No 
Aircall Yes 
Cal ID Yes 
Gmail Yes 
Gong Yes 
Google Calendar Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Intercom Yes 
Jiminny Yes 
LinkedIn Sales Navigator No 
Microsoft Outlook Yes 
Motileo Yes 
Pipedrive Yes 
Quip No 
Upland Intelligent Capture No 
Zapier Yes 
ZoneBilling No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$49/month/user
Billed annually
Discounts for teams available
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Upland Software

Founded

2010

Country

United States

Website

www.altify.com

Vendor Details

Company Name

Demodesk

Founded

2017

Country

Germany

Website

demodesk.com

Product Features

Account Planning

Account Segmentation No 
Account Tracker No 
Annual Account Plan No 
Communication Matrix No 
Competitor Stacking No 
Dashboard No 
Performance Metrics No 
Relationship Mapping No 
Trend Monitoring No 
White Space Analysis No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Coaching

Assessments No 
Audio / Video Conferencing No 
Built-In Course Authoring Yes 
Call Recording No 
Gamification No 
Goal Setting / Tracking Yes 
Learning Plans Yes 
Onboarding Yes 
Performance Metrics Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management No 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management No 
Proposal Management Yes 
Territory Management Yes 
Training Management Yes 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates No 
Workflow Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management Yes 
Lead Management No 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

Inside Sales

Auto-Dialing Yes 
Call List Management No 
Call Recording Yes 
Campaign Management No 
Dashboard No 
Data Management No 
Lead Capture No 
Lead Distribution No 
Lead Scoring No 
Performance Management No 

Meeting

Action Item Tracking No 
Agenda Management Yes 
Attendee Management Yes 
Board Meetings Yes 
Committee Meetings No 
Internal Meetings Yes 
Invitation Management Yes 
Legislative Meetings No 
Materials Management No 
Meeting Feedback No 
Meeting Preparation Tools Yes 
Meeting Room Booking Yes 
Minutes Management Yes 
Post-Meeting Tools Yes 
Scheduling Yes 
Travel Management No 
Voting Management No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer Yes 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler Yes 
Predictive Analytics No 
Reporting Yes 
Sales Gamification No 
Sales Intelligence Yes 
Sales Workflow Management No 

Sales Coaching

Assessments No 
Audio / Video Conferencing Yes 
Built-In Course Authoring No 
Call Recording Yes 
Gamification No 
Goal Setting / Tracking No 
Learning Plans No 
Onboarding No 
Performance Metrics No 

Sales Enablement

Collaboration Yes 
Contact Management No 
Content Management Yes 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management Yes 
Performance Management No 
Presentation Management Yes 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation Yes 
Search No 
Task Management No 
Templates No 
Workflow Management No 

Sales Force Automation

Call Management Yes 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment No 
Data Import/Export No 
Data Mining No 
Data Verification No 
Email Integration No 
Lead Scoring No 
List Building No 
Performance Management No 
Pipeline Management No 
Predictive Modeling/Analytics No 
Prospecting Tools No 
Reporting/Analytics Yes 
Sales Forecasting No 

Screen Sharing

Annotations / Drawing Tools No 
Desktop / Browser Sharing Yes 
Mobile Screen Sharing Yes 
Presenter Control Management No 
Remote Control Yes 
Screen Capture No 
Screen Mirroring No 
Screen Recording Yes 

Video Conferencing

Electronic Hand Raising No 
Mobile Access Yes 
On-Demand Webcasting No 
Presentation Streaming Yes 
Presentation Tools Yes 
Private Chat Yes 
Real-Time Chat Yes 
Record & Playback Ability Yes 
Screen Sharing Yes 
Two-Way Audio & Video Yes 
Video Conferencing Yes 
Whiteboard No 

Web Conferencing

Electronic Hand Raising No 
Mobile Access Yes 
On-Demand Webcasting Yes 
Presentation Streaming Yes 
Presentation Tools Yes 
Private Chat No 
Real-Time Chat No 
Record & Playback Ability Yes 
Screen Sharing Yes 
Two-Way Audio & Video Yes 
Video Conferencing Yes 
Whiteboard No 

Alternatives

Alternatives