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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
Ensure that your communication is always on point with a collection of marketing-approved templates and nurturing tracks designed for success. Discover trends that expedite the closing of deals and utilize interactive dashboards that empower representatives to oversee and evaluate their campaign performance. Effortlessly send personalized emails through your preferred email platform, while seamlessly logging all interactions in Pardot and Salesforce for comprehensive tracking. Gain insights into every interaction to enhance your selling strategies and view prospect engagement as it unfolds, allowing you to determine the optimal moments to connect. Conduct business from any location, whether you are at your desk or traveling, and make timely responses during key engagement moments. Additionally, you can easily add leads to nurturing campaigns right from your mobile device, ensuring that no opportunity slips through the cracks. This level of flexibility and responsiveness can significantly improve your sales outcomes.
API Access
Has API
API Access
Has API
Integrations
Salesforce
AccuRoute
Inspire Planner
LinkedIn
LinkedIn Sales Navigator
Lyftrondata
Quip
Salesforce Marketing Cloud Account Engagement
Salesforce Platform
Upland Intelligent Capture
Integrations
Salesforce
AccuRoute
Inspire Planner
LinkedIn
LinkedIn Sales Navigator
Lyftrondata
Quip
Salesforce Marketing Cloud Account Engagement
Salesforce Platform
Upland Intelligent Capture
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Upland Software
Founded
2010
Country
United States
Website
www.altify.com
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
www.pardot.com/solutions/salesforce-engage/
Product Features
Account Planning
Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
Sales Coaching
Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management
Product Features
Call Tracking
CRM
Call Log
Call Recording
Call Routing
Caller Identification
Campaign Management
Conversion Tracking
IVR / Voice Recognition
Keyword Tracking
Email Tracking
A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management